Market Overview - On May 13, Hong Kong's three major indices collectively declined, with the Hang Seng Index falling by 1.87%, the Hang Seng China Enterprises Index down by 2.02%, and the Hang Seng Tech Index decreasing by 3.26% [1] Sector Performance - The Apple-related stocks experienced significant declines, including: - Highway Electronics (01415.HK) down 7.69% - Sunny Optical Technology (02382.HK) down 7.64% - BYD Electronics (00285.HK) down 7.11% - AAC Technologies (02018.HK) down 3.07% - Q Tech (01478.HK) down 3.41% [1] - The automotive supply chain, including lithium batteries and Tesla-related stocks, also saw declines: - Jinli Permanent Magnet (06680.HK) down 4.88% - Xpeng Motors-W (09868.HK) down 5.35% - NIO-SW (09866.HK) down 5.17% - Xiaomi Group-W (01810.HK) down 3.85% - Li Auto-W (02015.HK) down 3.05% [1] - Semiconductor stocks faced notable declines: - Hua Hong Semiconductor (01347.HK) down 4.24% - SMIC (00981.HK) down 4.05% - Beike Micro (02149.HK) down 2.86% - Shanghai Fudan (01385.HK) also declined [1] Technology Sector - Technology-related stocks, including short video concepts, cloud office, and cloud computing, mostly weakened: - Weimob Group (02013.HK) down 5.52% - Kuaishou-W (01024.HK) down 4.62% - Bilibili-W (09626.HK) down 3.14% - Alibaba-W (09988.HK) down 3.89% - NetEase-S (09999.HK) down 2.96% - Kingsoft Cloud (03896.HK) down 5.91% [2] - Other consumer sectors, including holiday concepts, sports goods, home appliances, and beer, also saw declines: - Meituan-W (03690.HK) down 4.91% - China Resources Beer (00291.HK) down 4.63% - Hisense Home Appliances (00921.HK) down 2.33% [2] Biopharmaceutical Sector - The biopharmaceutical and medical aesthetics sectors showed resilience, with notable gains: - Kintor Pharmaceutical-B (02171.HK) up 14.94% - Peijia Medical-B (09996.HK) up 9.2% - Yiming Oncology-B (01541.HK) up 7.77% - Genscript Biotech (02367.HK) up 5.64% [2] Gold Sector - The gold sector saw gains in the afternoon, with significant increases: - Tongguan Gold (00340.HK) up 15.79% - Chifeng Jilong Gold Mining (06693.HK) up 5.19% - Lingbao Gold (03330.HK) up 5.37% - Shandong Gold (01787.HK) up 4.75% - China Gold International (02099.HK) up 4.26% - Zhaojin Mining (01818.HK) up 3.45% [3] - The international gold price rebounded, influenced by uncertainties in U.S. macroeconomic policies and inflation concerns, which may support gold prices throughout the year [3]

5月8日，港股三大指数集体收涨。截至收盘，恒生指数涨0.37%，国企指数涨0.7%，恒生科技指数涨 0.56%。 公路及铁路股也跌幅居前，浙江沪杭甬（00576.HK）跌3.36%，江苏宁沪高速公路（00177.HK）跌 3.33%，安徽皖高速公路（00995.HK）跌2.46%。 此外，黄金股、其他有色金属股都表现不佳，其中，赤峰黄金（06693.HK）跌4.72%，山东黄金 （01787.HK）跌2.47%。内房股、建材水泥股、港口运输股亦相继走弱。 热门股方面，吉利汽车（00175.HK）涨4.41%，拟溢价13.6%私有化旗下品牌极氪。 优矩控股（01948.HK）涨150%，消息面上，公司控股权易主，获折让41.7%提全购要约。 分板块看，医药股回暖，生物医药、医药外包概念等均上扬。其中，昭衍新药（06127.HK）涨5.63%， 药明生物（02269.HK）涨3.92%，康龙化成（03759.HK）涨1.62%，药明康德（02359.HK）涨1.49%。 沪上阿姨（02589.HK）首日上市大涨40.03%，总市值为162.25亿港元。 汽车股表现活跃，理想汽车-W（02015.HK）涨4.96% ...

根据公司 2024年业绩快报，2024年公司实现营业收入 56.18亿元，同比增长29.22%；实现归母净利润 26.45亿元，同比增长31.55%。 会议产品： 点击注册小程序 特别申明： 本订阅号中所涉及的证券研究信息由光大证券研究所编写，仅面向光大证券专业投资者客户，用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户，请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限，若给您造成不便，敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 24年业绩快速增长： 随着全球基础通信设施的完善及通信技术的发展，视频会议行业由私有化向公有化转型，该转型使得企业 使用门槛降低，市场开始下沉，市场规模增长；同时，随着企业数字化转型进程加速以及人工智能技术的 持续发展和突破，企业用户对会议产品实际应用场景的落地要求也在不断提高，促使视频会议解决方案不 断优化与升级。 亿联网络的会议产品业务线始终坚持"云+端"的产品设计理念，形成一站式全套解决方 案，能够全面保障整体解决方案的调优性能，确保更好的用户体验。公司坚持研发投入和产品创 ...