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平安证券(香港)港股晨报-20250912
Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market turnover decreased to 82.799 billion HKD, with net inflows of 484 million HKD recorded in the Hong Kong Stock Connect [1][5] - The technology sector showed resilience, with the Hang Seng Technology Index down only 0.24% [1][5] Key Companies and Performance - Semiconductor stocks performed well, with SMIC rising by 5.0% and China Hongqiao increasing by 3.6% [1][5] - Pharmaceutical companies faced declines, with Hansoh Pharmaceutical dropping 8.8% due to concerns over increased scrutiny of Chinese innovative drugs by the US [1][5] - The report highlights the strong performance of Alibaba's AI model Qwen3-Next, which has shown significant improvements in efficiency and cost-effectiveness [8] Investment Recommendations - The report suggests focusing on sectors such as artificial intelligence, semiconductors, and industrial software, which are expected to benefit from the ongoing technological advancements [3] - It also recommends monitoring upstream non-ferrous metals companies that are likely to benefit from anticipated interest rate cuts by the Federal Reserve [3] - The report emphasizes the value of investing in state-owned enterprises with low valuations and high dividends [3] Economic Data and Trends - The report notes that the cumulative net inflow of southbound funds has reached 1,065.5 billion HKD this year, surpassing last year's total of 807.9 billion HKD [3] - The automotive industry in China showed growth, with production and sales of new energy vehicles increasing by 27.4% and 26.8% year-on-year, respectively [8] - The report indicates that the market is currently favoring companies with strong fundamentals and growth potential in the context of economic recovery [3]
2025年中国国际服务贸易交易会多项成果亮相
Yang Guang Wang· 2025-09-12 01:35
央广网北京9月12日消息(记者杜希萌)据中央广播电视总台中国之声《新闻和报纸摘要》报道, 2025年服贸会今天(12日)继续在北京首钢园举行。连日来,一批最新服贸成果悉数亮相。 2025年服贸会昨天共举办49场论坛会议活动,发布《中国服务贸易发展报告2024》等多个权威报 告;十余家企业发布涵盖保险、餐饮、住宿、灾害监测等多个领域的新成果、新产品。 北京市卫生健康委邓锴说,国家人工智能中试基地为临床和研发之间搭建了更有效的对接桥梁。 邓锴:搭建了一个公共可信的数据空间,医院可以放心地把数据放上来,企业把它的能力放进来, 在这里面进行高效的模型的训练和生产。人工智能对医药健康领域来说帮助我们基层大幅地提高辅助诊 断的能力,也让我们基层的老百姓受益。 在健康卫生服务专题展区,首次亮相服贸会的国家人工智能应用中试基地项目场景化展示人工智能 赋能医药产业发展的未来诊疗方案。在北京同仁医院的展台前,AI眼底照相机成为参观人群排队体验 的热门产品。仅仅需要一两分钟,就会获得一份涵盖视网膜年龄,动脉硬化风险等级等内容的详细报 告。北京同仁医院副研究员邵蕾说,通过人工智能辅助,大量疾病可以在极早期就被筛查出来。 邵蕾:通过大 ...
“北京日”成果颇丰:140个招商合作项目发布,规模近1400亿元!
Bei Jing Shang Bao· 2025-09-11 15:14
"数据说明,服务贸易增长很快、占比较高,在国民经济当中的作用日益凸显,同时也说明中国服务贸 易和北京服务贸易发展的空间、发展的潜力巨大。"蔡兴华表示。 9月11日,由北京市投资促进服务中心承办的"北京日"暨投资北京大会活动在首钢园召开,大会围绕全 球投资趋势、国际技术合作、高端资源聚合等维度,阐释服务贸易与制造业、服务业融合价值,为北京 产业协同发展锚定方向,传递开放合作强信号。大会上,释放合作机遇与政策红利,在新一代信息技 术、医药健康等领域发布140个招商合作项目,招商规模达1397.5亿元;推出20个"人工智能+"应用场 景,助力科技成果转化落地,集中呈现北京的合作机遇、"两区"建设开放成果、惠企政策,向全球释放 开放合作商机与务实举措。 北京服务贸易发展潜力巨大 当前,服务贸易已经成为全球贸易的关键支柱和经济增长的新引擎。 在当日的会议中,中国银行北京市分行行长蔡兴华介绍道,2024年,全球服务贸易总额8.7万亿美元, 增长9%,而同期,全球贸易的增速仅3.7%;服务贸易占全球贸易的26.4%。 从我国来看,2024年,我国服务贸易的总量为1万亿美元,是全球的1/8;服务贸易占比为14.6%。再具 体 ...
2025服贸会|北京海淀累计新增“两区”项目2982个
Sou Hu Cai Jing· 2025-09-11 14:21
Core Viewpoint - The Haidian District has made significant progress in the "Two Zones" construction over the past five years, becoming a crucial growth engine for high-quality regional development, with key metrics leading the city. Group 1: Economic Performance - In 2024, Haidian utilized foreign capital of $1.766 billion, maintaining the top position in the city for seven consecutive years [2] - As of August 2025, Haidian has added 2,982 "Two Zones" projects, with 2,097 projects completed and recorded, leading the city in both foreign investment project entries and exits [2] Group 2: Institutional Innovation - Haidian has implemented 24 reform measures, resulting in 98 institutional innovation cases, with 4 cases replicated nationwide and 9 cases promoted citywide [3] - The district's high-quality development performance has ranked first in the city for four consecutive years, with over 30% of national high-tech enterprises located in Haidian [3] Group 3: Industry Development - In the pharmaceutical and health sector, Haidian is focusing on cell and gene therapy, synthetic biology, and brain-computer interfaces, establishing a credible data space for health and nurturing global drug research centers [4] - The revenue of large-scale technology service enterprises in Haidian reached 244.8 billion yuan in 2024, accounting for 31.2% of the city's total [4] Group 4: Talent and Data Reform - Haidian has implemented the "Haiying Plan," with over 2 million talent resources and 646 academicians, accounting for 35.8% of the national total [5] - The first high-end data labeling demonstration base in the country was established in Haidian, with 9 business scenarios passing data export safety assessments [5] Group 5: Regulatory and Service Improvements - Haidian has optimized enterprise services, achieving "zero materials" for business registration and reducing approval times for catering enterprises by an average of 80% [7] - The district has issued the first patent licensing securitization product in Beijing, with knowledge property pledge financing amounts leading the city for several years [8] Group 6: Law Enforcement and Public Services - The Haidian Public Security Bureau has introduced measures to enhance the legal business environment, including a 24-hour enterprise service hotline and three on-site police service stations [9]
2025服贸会|“北京日”成果颇丰:140个招商合作项目发布,规模近1400亿元!
Bei Jing Shang Bao· 2025-09-11 14:16
and Property Completely Invest ANALA PETERNATIONAL FAN r L 阳 7 图 A HITHING land and the states of the states of the states of the status of the status of the status of the status of the status of the status of the status of the station of the stat 9月11日,由北京市投资促进服务中心承办的"北京日"暨投资北京大会活动在首钢园召开,大会围绕全球投资趋势、国际技术合作、高端资源聚合等维度, 阐释服务贸易与制造业、服务业融合价值,为北京产业协同发展锚定方向,传递开放合作强信号。大会上,释放合作机遇与政策红利,在新一代信息技术、 医药健康等领域发布140个招商合作项目,招商规模达1397.5亿元;推出20个"人工智能+"应用场景,助力科技成果转化落地,集中呈现北京的合作机 遇、"两区"建设开放成果、惠企政策,向全球释放开放合作商机与务实举措。 北京服务贸易发展潜力巨大 当前 ...
海淀去年实际利用外资17.66亿美元,连续7年居全市首位
Xin Jing Bao· 2025-09-11 12:43
2024年,海淀实际利用外资17.66亿美元,连续7年居全市首位。9月11日,记者从在中国国际服务贸易 交易会新闻中心举办的海淀区"两区"建设五周年新闻发布会上获悉上述消息。 海淀区商务局局长罗飞介绍,五年来海淀区不断深化服务业扩大开放,深入推进实施自贸试验区提升战 略,"两区"建设多项关键数据位居全市前列,已经成为区域高质量发展的重要增长极。截至2025年8 月,累计新增"两区"项目2982个,落地出库项目2097个,外资项目入库、出库数量均位列全市首位。 中国(北京)自由贸易试验区科技创新片区海淀组团作为首都科技创新核心承载区,以"科技创新+服 务业开放"双轮驱动战略为核心,在高质量开放平台建设上取得显著成效,已构建起由企业加速驿 站、"人才E+"工作站、创新创业服务中心、离岸贸易服务中心等组成的科技服务体系。海淀组团着力 打造"数智自贸""创新自贸"特色开发品牌,开展"自贸会客厅"系列沙龙,建立重点外资企业服务群,招 募创新发展投资伙伴,招商渠道进一步拓宽。 人工智能领域现有企业超1900家 据介绍,海淀区经济基础雄厚,高质量发展综合绩效评价连续四年全市第一,位列"投中2024年度中国 最具创投价值城区 ...
北京顺义·首都产业金融中心亮相2025年服贸会金融专题
Zheng Quan Ri Bao Wang· 2025-09-11 07:22
Group 1 - The 2025 China International Service Trade Fair (CIFTIS) was held in Beijing, focusing on financial services with the theme "Digital Intelligence Drives Open Win-Win" and attracted over 90 leading financial enterprises [1] - Shunyi District showcased its "Industry + Finance" strength, with significant participation from both domestic and foreign financial institutions, including Minsheng Bank, Huaxia Fund, Allianz Asset Management, and PayPal [1] - In recent years, Shunyi has adopted a dual-driven development strategy of financial industry and industrial finance, achieving a financial industry added value of 32.16 billion yuan in 2024, a year-on-year growth of 8% [1] Group 2 - The district has gathered over 500 quality financial institutions, covering licensed financial institutions, local financial organizations, and large industrial funds, creating a diverse financial ecosystem [1] - The Shunyi sector has 134 listed companies that have raised nearly 240 billion yuan through direct financing, with leading firms like Air China, Shunxin Agriculture, and Li Auto leveraging capital market growth [1] - The region has over 200 industrial funds with a total management scale of nearly 4 trillion yuan, focusing on high-tech sectors such as intelligent manufacturing, biomedicine, and new energy vehicles [2] Group 3 - Shunyi District has implemented a "service package" system for key enterprises, enhancing service efficiency and addressing urgent business needs [3] - The district is committed to attracting quality financial institutions and supporting rapid enterprise growth through tailored industrial financial support policies [3] - Future plans include focusing on internationalization and building a leading area for airport economy and integrated urban development, contributing to high-quality economic growth in the capital [3]
济南高新区:力争今年新认定市级以上高能级创新平台不少于15家
Qi Lu Wan Bao Wang· 2025-09-04 03:52
Core Viewpoint - The Jinan High-tech Zone is focusing on integrating technological innovation with industrial development, aiming to establish itself as a regional innovation hub by 2025 [3]. Group 1: Innovation and Entrepreneurship - The High-tech Zone is committed to supporting innovation and entrepreneurship by promoting the deep integration of innovation chains, industrial chains, financial chains, and talent chains [3]. - Plans are in place to establish at least 15 high-level innovation platforms recognized at the municipal level or above by 2025 [3]. - The zone is enhancing service functions in parks like Qilu Software Park and Innovation Service Center, providing one-stop services for enterprises [3]. Group 2: Technology Commercialization - The High-tech Zone is focusing on the industrialization of technological innovations, particularly in cutting-edge fields such as new-generation information technology, pharmaceutical health, and quantum information [3]. - Three concept verification centers are being established to strengthen feasibility assessments and prototype development for early-stage technologies [3]. - Eight pilot demonstration bases for technology transfer are being set up in four key areas: new-generation information technology, biomedicine, high-end equipment, and new energy materials [3]. - A full-chain mechanism for technology transfer is being established, covering concept verification, pilot incubation, and industrialization [3].
中国医药: 关于召开2025年半年度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-09-03 10:16
Group 1 - The company will hold a half-year performance briefing on September 11, 2025, from 15:00 to 16:00 [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3] - Investors can submit questions from September 4 to September 10, 2025, before 16:00, through the Roadshow Center website or via the company's email [3] Group 2 - The briefing aims to provide a comprehensive understanding of the company's operating results and financial status for the first half of 2025 [2] - Key participants in the briefing will include the company's chairman, general manager, independent directors, chief accountant, and board secretary [2] - After the briefing, investors can access the main content and details of the event through the Roadshow Center [3]
上海最新发布!多地“人工智能+”路线图出炉
21世纪经济报道· 2025-09-03 07:32
《关于深入实施"人工智能+"行动的意见》(以下简称《意见》)发布后,上海等地迅速响 应。 9月2日,上海方面发布文件称,为贯彻落实《意见》,统筹布局"人工智能+"6大重点行动 和8大基础支撑能力,加快建设人工智能"上海高地", 决定开展2025年度上海市"人工智 能+"行动项目申报工作。 据了解,《意见》聚焦行业应用需求和基础能力供给协同推进,开展"人工智能+"科学技术、 产业发展、消费提质、民生福祉、安全治理、全球合作等6大行动,并围绕模型、数据、算 力、应用、开源、人才、政策法规、安全等8个方面,旨在系统构建人工智能基础支撑体系, 推动人工智能与经济社会各领域各行业广泛深度融合,探索形成中国特色人工智能发展路径。 21世纪经济报道记者注意到, 2024年,"人工智能+"首次被写入政府工作报告。 今年政府工 作报告又提出,持续推进"人工智能+"行动。中央持续部署下,全国多地关于"人工智能+"的行 动方案接连出炉, 今年以来,天津、安徽、四川、辽宁、宁夏等多地便规划了关于"人工智能 +"的最新"行动路线"。 此外,北京、浙江、上海、广西、山东、甘肃等多个省(自治区、直 辖市)专门针对重点行业领域进行了"人工智 ...