2024年1至12月份，大位科技的营业收入构成为：互联网服务占比98.99%，租金及其他收入占比 1.01%。 （文章来源：每日经济新闻） 大位科技（SH 600589，收盘价：8.1元）8月7日晚间发布公告称，公司第九届第四十三次董事会临时会 议于2025年8月7日在公司会议室以现场和通讯相结合的方式召开。会议审议了《关于修订〈董事会秘书 工作细则〉的议案》等文件。 ...

金融界8月7日消息，A股三大指数收盘涨跌不一，中证香港300现代服务指数 (H300现代服务，H30107) 报1744.87点。 数据统计显示，中证香港300现代服务指数近一个月上涨6.18%，近三个月上涨10.81%，年至今上涨 24.08%。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300现代服务指数十大权重分别为：腾讯控股（18.84%）、阿里巴巴-W （11.47%）、汇丰控股（8.76%）、建设银行（4.91%）、友邦保险（4.03%）、美团-W（3.81%）、香 港交易所（2.8%）、工商银行（2.73%）、中国移动（2.72%）、网易-S（2.11%）。 从中证香港300现代服务指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300现代服务指数持仓样本的行业来看，金融占比35.61%、通信服务占比29.06%、可选消费 占比21.48%、房地产占比4.77%、公用事业 ...

证券之星消息，截至2025年8月7日收盘，朗玛信息(300288)报收于16.69元，上涨2.52%，换手率 8.97%，成交量23.02万手，成交额3.82亿元。 8月7日的资金流向数据方面，主力资金净流入3938.07万元，占总成交额10.3%，游资资金净流出421.76 万元，占总成交额1.1%，散户资金净流出3516.31万元，占总成交额9.2%。 近5日资金流向一览见下表： | 指标 | 朗玛信息 | 互联网服务行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 56.4亿元 | 130.56亿元 | 91 145 | | 净资产 | 11.02亿元 | 34.22亿元 | 98 145 | | 净利润 | 649.54万元 | 2997.94万元 | 59 145 | | 市盈率(动) | 217.09 | 376.68 | 57 145 | | 市净率 | 5.22 | 7.82 | 84 145 | | 毛利率 | 35.11% | 31.55% | 52 145 | | 净利率 | 8.03% | -6.7% | 28 145 | | ROE | ...

大和发表报告，预计小米-W(1810.HK)2025年第二季度智能手机出货量略低于先前预测，主要受印度市 场同比下降25%的拖累。尽管小米全球市场份额在2025年第二季度达到15%的历史新高，但这以毛利率 下降为代价。该行预测小米2025年第二季度总收入为1126亿元人民币，略低于市场预期；调整后净利润 为102亿元人民币，符合市场预期。同时，该行下调2025年下半年IoT收入预测，以反映国家补贴政策的 调整。 受618购物节强劲表现推动(总商品交易额达355亿元人民币，同比增长35%)，大和维持小米2025年第二 季度IoT收入预测为361亿元人民币，相当于同比增长35%，毛利率为22.5%。然而，受国家补贴政策调 整导致去年高基数影响，该行下调2025年第三季度及第四季度收入增速预测5个百分点至25%及20%。 智能家电出货量增加亦推高物流成本。互联网服务收入预计维持93亿元人民币，毛利率77%。 受益于 SU7 Ultra交付，大和预计小米2025年第二季度电动车交付量达8.2万台，平均售价升至24.2万元人民 币，毛利率改善至25%，电动车业务亏损进一步收窄。YU7已于7月启动交付，二期工厂预计于9月 ...

截至8月7日开盘一小时，主力资金流出前20的股票分别为：中国重工（-9.68亿元）、中国船舶（-6.88亿元）、长城军工（-4.77亿元）、内蒙一机（-4.38亿 元）、东方精工（-4.38亿元）、北方稀土（-4.29亿元）、胜宏科技（-3.80亿元）、机器人（-3.74亿元）、山河智能（-3.73亿元）、中际旭创（-3.52亿 元）、新易盛（-3.51亿元）、东方国信（-3.30亿元）、包钢股份（-2.47亿元）、宁德时代（-2.43亿元）、药明康德（-2.36亿元）、湖南天雁（-2.36亿 元）、巨轮智能（-2.22亿元）、东方财富（-2.13亿元）、华工科技（-1.94亿元）、翰宇药业（-1.93亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中国重工 | 2.52 | -9.68亿元 | 船舶制送 | | 中国船舶 | 0.78 | -6.88亿元 | 船舶制送 | | 长城军工 | 7.32 | -4.77亿元 | 专用设备 | | 内蒙一机 | -2.07 | -4.38亿元 | 交运设备 | | 东方精工 | ...

证券研究报告 港股通 小米集团-W (1810 HK) 2Q25 业绩预览：关注"反内卷"的影响 2025 年 8 月 07 日│中国香港 消费电子 我们预计小米 2Q25 收入同比增长 29%，毛利率环比下降 0.3pp，归属于母 公司净利润同比增长 56%。其中包含手机，IoT 和互联网业务在内的原有主 业收入同比增长 14%，汽车业务实现 204 亿收入，环比增长 10%。展望全 年：1）汽车。6 月 YU7 发布后大定数据亮眼，产能仍然是收入的主要瓶颈。 此外，近期汽车行业"反内卷"趋势下，看好汽车行业高质量发展以及行业 参与者长期盈利能力提升；2）手机。海外存储原厂供应减少，存储价格呈 现上涨趋势，建议关注存储价格上涨对手机毛利率的影响。给予公司目标价 67.8 港币（前值：71.2 港币），包含非汽车（44.3 港币），汽车（23.5 港 币）。维持"买入"。 汽车业务：看好"反内卷"长期提升汽车业务盈利能力 我们预计 2Q25 小米汽车出货约 8.1 万台，ASP 环比有所提升，实现收入 204 亿人民币，环比提升 10%，随着出货量爬坡，我们预计毛利率环比提 升 0.5pp 至 23.7%。展 ...

Group 1 - The Chinese government aims to complete the construction and renovation of 300,000 kilometers of rural roads by 2027, enhancing the rural transportation network and safety measures [2] - TSMC confirmed a significant leak of commercial secrets related to its 2nm process, resulting in the dismissal of multiple employees involved [3] - The leaked information was reportedly passed to Rapidus, a new semiconductor manufacturer in Japan, which is competing with TSMC, Samsung, and Intel [4] Group 2 - Apple announced a commitment to invest $600 billion in the U.S. over the next four years, including a new "American Manufacturing Program" to boost domestic production [18] - Microsoft is considering tightening its return-to-office policy, potentially requiring employees to work at least three days a week in the office starting next year [14][15] - Several travel platforms, including Ctrip and Meituan, were summoned by the Guizhou market supervision authority to address pricing issues and ensure compliance with relevant laws [16][17] Group 3 - Tesla's sales in Europe have significantly declined, with a reported 55.1% drop in July sales in Germany compared to the previous year [39] - NIO's senior vice president revealed competitive tactics used by rival companies, highlighting the intense competition in the electric vehicle market [34][36] - A joint statement was released by Li Auto, China Automotive Technology and Research Center, and Dongfeng Liuzhou Motor regarding the safety testing of the Li Auto i8, emphasizing the importance of ethical competition in the automotive industry [40] Group 4 - Huawei has filed a lawsuit against Transsion Holdings for patent infringement in Europe, marking the second time Huawei has taken legal action against the company [25][26] - The recent rumors about Haidilao changing to a semi-self-service model were denied by the company, which confirmed that service quality would remain unchanged [27][29][30] - BMW's i-series design chief has joined Xiaomi, indicating a strategic move as Xiaomi expands its automotive business [41]

Group 1 - A-shares experienced a rebound after testing the 20-day moving average, with trading volume increasing from 1.5 trillion yuan to 1.7 trillion yuan over a few days, indicating potential for continued upward momentum [1] - The U.S. macroeconomic uncertainty has risen due to new tariffs imposed by Trump, with non-farm payrolls for July falling short of expectations, leading to increased recession fears [2][3] - Despite macro uncertainties, strong earnings reports from major tech companies like Microsoft, Meta, Apple, and Amazon have supported a stable performance in U.S. equities [3] Group 2 - The structural market trend has been highlighted by the performance of the CSI 1000 index, which reached a new high for the year, driven by sector rotation and policy shifts since last September [4] - The market has seen a shift in focus from cyclical stocks to technology stocks, particularly in AI and semiconductor sectors, as the market anticipates upcoming events in September and October [4] - The Ministry of Finance and the State Taxation Administration announced the resumption of VAT on interest income from newly issued government bonds starting August 8, which has strengthened dividend assets represented by banks [4]

Core Viewpoint - Beijing All-Time Tian Di Online Network Information Co., Ltd. plans to acquire 100% equity of Shanghai Jiato Internet Technology Group Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds [1][5]. Group 1 - The company received an inquiry letter from Shenzhen Stock Exchange regarding its application for the issuance of shares to purchase assets and raise supporting funds on June 24, 2025 [1][5]. - The company, along with intermediary institutions, has conducted a thorough review and response to the feedback from the inquiry letter [2][5]. - The transaction is subject to approval from the Shenzhen Stock Exchange and registration consent from the China Securities Regulatory Commission, with uncertainties regarding the timeline for these approvals [2][5]. Group 2 - The company has revised its restructuring report based on the inquiry letter and has made necessary adjustments to ensure data accuracy and readability [5]. - The revised restructuring report includes optimizations and corrections to certain paragraphs and textual expressions, enhancing the overall clarity of the document [5].

Group 1 - The latest stock price of Hengwei Technology is 29.05 yuan, an increase of 0.90 yuan from the previous trading day's closing price, representing a rise of 3.20% [1] - The opening price was 28.15 yuan per share, with a highest price of 29.18 yuan and a lowest price of 27.90 yuan. The trading volume was 278,071 hands, with a total transaction amount of 800 million yuan [1] - Hengwei Technology operates in sectors including internet services, Shanghai sector, equity incentives, pre-loss and reduction, and cloud computing. The company's main business focuses on technology research and application in cloud computing, big data, and artificial intelligence [1] Group 2 - According to the National Bureau of Statistics, all nine technical documents for the national integrated computing power network have been released, marking the transition of the computing power network construction into the application phase [1] - The demand for computing power is showing growth in various fields such as artificial intelligence training and reasoning, metaverse and digital twins, smart cities, and transportation [1] - The market size of China's computing power is expected to reach 200 billion yuan by 2025 [1] Group 3 - On August 6, Hengwei Technology saw a net inflow of 34.54 million yuan in main funds, accounting for 0.37% of the circulating market value [1] - Over the past five days, there has been a net outflow of 27.73 million yuan in main funds, representing 0.3% of the circulating market value [1]