分析师Meyer Shields在周日的一份报告中写道："除了对宏观不确定性和伯克希尔哈撒韦接班人风险的 担忧外，我们认为随着盈利压力的出现和/或持续，该股将表现不佳。" 今年早些时候，该公司宣布副董事长阿贝尔将接替巴菲特担任首席执行官。伯克希尔哈撒韦持有苹果公 司、美国运通等公司股票，业务涵盖保险、能源、铁路和消费品等。 来源：环球市场播报 伯克希尔哈撒韦公司罕见地获得"卖出"评级，分析师对其盈利前景保持谨慎，宏观风险以及巴菲特即将 卸任令他们感到担忧。 Keefe， Bruyette & Woods将伯克希尔哈撒韦A类股评级从"与大盘一致"下调至"跑输大盘"，称"许多因 素正在朝错误方向发展"。在追踪的六位覆盖该公司的分析师中，这是唯一一个"卖出"评级。 伯克希尔哈撒韦B类股周一下跌约1%。截至目前，今年该股累计上涨7.8%，而标普500指数同期上涨 16%。 ...

合资公司主要从事投资多个领域的项目，包括文化旅游、健康、消费品、保健品及新能源。设立后，合 资公司将作为公司的联营公司入账。 集团管理层视多元化为降低风险、发挥现有优势及拓展营运范围的关键策略，这对确保全球经济低迷时 期的韧性至关重要。尽管意识到进入新行业存在显着风险，集团采用合资模式以共担风险，并与在文化 旅游及健康领域拥有丰富经验的惠华文化，以及专业投资融资公司亚太融投建立合作。集团管理层相 信，合资公司将能以更低投资及风险进入文化旅游、健康、消费品、健康产品及新能源领域。此外，凭 借合作伙伴的行业经验及自身优势，合资公司有望迅速建立市场地位并把握增长机遇。 国家联合资源(00254)发布公告，于2025年10月27日(交易时段后)，公司一家间接全资附属公司世纪创联 与惠华文化及亚太融投订立了合资协议。据此，各方同意共同成立合资公司，旨在投资于文化旅游、健 康、消费品、保健品及新能源等多个领域的项目。 合资公司的注册资本总额为人民币1亿元。世纪创联、惠华文化及亚太融投将分别出资人民币3500万元 (35%)、人民币4500万元(45%)及人民币2000万元(20%)。 ...

格隆汇10月27日丨国家联合资源(00254.HK)公告，于2025年10月27日，公司一家间接全资附属公司世纪 创联与惠华文化及亚太融投订立了合资协议。据此，各方同意共同成立合资公司，旨在投资于文化旅 游、健康、消费品、保健品及新能源等多个领域的项目。 集团管理层视多元化为降低风险、发挥现有优势及拓展营运范围关键策略，这对确保全球经济低迷时期 韧性至关重要。尽管意识到进入新行业存在显著风险，集团采用合资模式以共担风险，并与在文化旅游 及健康领域拥有丰富经验惠华文化，以及专业投资融资公司亚太融投建立合作。集团管理层相信，合资 公司将能以更低投资及风险进入文化旅游、健康、消费品、健康产品及新能源领域。此外，凭藉合作伙 伴行业经验及自身优势，合资公司有望迅速建立市场地位并把握增长机遇。 合资公司注册资本总额为人民币1亿元。世纪创联、惠华文化及亚太融投将分别出资人民币3,500万元 (35%)、人民币4,500万元(45%)及人民币2,000万元(20%)。 ...

10月24日，市统计局、国家统计局重庆调查总队联合公布今年前三季度全市经济运行数据，期间我市实现 地区生产总值24449.36亿元，同比增长5.3%。其中，第一产业实现增加值1530.19亿元，同比增长3.5%；第 二产业实现增加值8430.35亿元，同比增长3.9%；第三产业实现增加值14488.82亿元，同比增长6.3%。 市统计局表示，今年前三季度，全市上下紧扣做实"两大定位"、发挥"三个作用"、建设"六个区"，坚持稳 中求进工作总基调，突出稳进增效、改革创新、除险固安、强企富民工作导向，主动服务融入新发展格 局，积极强化宏观政策调节。目前全市生产需求基本稳定，就业物价总体平稳，新动能培育壮大，高质量 发展扎实推进。 总体来看，在前三季度随着各项政策协同发力，我市经济持续呈现平稳发展态势，转型升级稳步推进，发 展质效不断提升。下阶段，我市将持续全面贯彻党的二十届三中、四中全会精神，迭代升级"33618"现代 制造业集群，抢先布局未来产业新赛道，进一步释放国际消费中心城市和扩大有效投资潜能，以数字重庆 建设和经济领域重大改革激活高质量发展持续动能，不断巩固经济稳中有进、质效双升的良好势头，推动 全市经济行 ...

Market Overview - All three major benchmarks (Dow, S&P 500, Nasdaq) are on track for weekly gains despite volatile trading conditions [1] - Investors faced challenges from earnings reports, fluctuating gold prices, and ongoing trade tensions [1] - Positive inflation data contributed to the market's upward movement, leading to record highs for major indices [1] Earnings Reports - Cleveland-Cliffs (CLF) initiated the week's earnings with a bullish gap and indicated potential in rare earth exploration [2] - Major companies like Coca-Cola (KO), Lockheed Martin (LMT), IBM (IBM), and Procter & Gamble (PG) experienced significant stock movements [2] - Netflix (NFLX) attracted attention due to a tax dispute in Brazil [2] - In the tech sector, Intel (INTC) benefited from AI demand, while Texas Instruments (TXN) faced challenges [2] Speculative Stocks - Speculative stocks have not seen the same level of activity as in September, but notable names remain in focus [3] - Beyond Meat (BYND) is leading the resurgence of meme stocks, while Chewy (CHWY) is signaling a buying opportunity [3] - Quantum computing stocks may receive U.S. government funding soon, and heavily shorted stocks like Carvana (CVNA) and Hims & Hers Health (HIMS) are testing critical trendlines [3] Upcoming Events - Investors are anticipating the Federal Reserve's two-day policy meeting and interest rate decision before Halloween [4] - Additional earnings reports are expected to keep options traders engaged [4] - A list of the 25 best stocks to target in Q4 is available, along with monitoring of key S&P 500 trendlines [4]

Market Overview - On October 24, the Hang Seng Index rose by 0.74%, closing at 26,160.15 points, with a net inflow of HKD 34.14 billion through the southbound trading channel [1] - The total trading volume for the southbound trading was HKD 1,126.62 billion, with a net buy of HKD 34.14 billion [1] Southbound Trading Details - The Shanghai Stock Exchange's southbound trading had a total transaction amount of HKD 726.19 billion, with a net buy of HKD 7.04 billion [1] - The Shenzhen Stock Exchange's southbound trading had a total transaction amount of HKD 400.44 billion, with a net buy of HKD 27.10 billion [1] Active Stocks - In the Shanghai Stock Exchange's southbound trading, the most actively traded stock was SMIC, with a transaction amount of HKD 62.05 billion, followed by Alibaba-W and Pop Mart, with transaction amounts of HKD 55.12 billion and HKD 34.28 billion, respectively [1] - In terms of net buying, Tencent Holdings had the highest net buy amount of HKD 4.63 billion, with its stock price increasing by 0.71% [1] - Pop Mart had the highest net sell amount of HKD 4.16 billion, with its stock price decreasing by 0.86% [1] Shenzhen Stock Exchange Active Stocks - In the Shenzhen Stock Exchange's southbound trading, SMIC led with a transaction amount of HKD 41.50 billion, followed by Alibaba-W and Huahong Semiconductor, with transaction amounts of HKD 34.21 billion and HKD 22.16 billion, respectively [2] - The stock with the highest net buy was Meituan-W, with a net buy of HKD 4.48 billion, and its stock price rose by 0.60% [2] - The stock with the highest net sell was CSPC Pharmaceutical Group, with a net sell of HKD 2.47 billion, and its stock price fell by 3.90% [2]

| 注册类别 | 会议费用 | 线上报名后银行汇款缴费,缴费详情如下: | | | --- | --- | --- | --- | | 学生参会 | 1500 元 | 开户名:北方科技信息研究所 | | | | | 开户银行：中国建设银行北京白石桥支行 | | | 普通参会 | 2800 元 | | | | | | 收款账号:11001028600056025959 | | | 企业代表 | 3800 元 | 附言:参会人姓名+单位+CIMS大会 | | | | | | 扫码开启会议报名。 | | | | | 会议报名截止日期:2025年11月2日 | | 中华人民共和国工业和信息化部 | | | | | | ● 阳光小信 无障碍 手机端 邮箱 | 微信 | 微博 | RSS订阅 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | stry and Information Technology of the People's Republic | | | | | | 请输入关键字 | | | Q | | 0 首页 | | 组织机构 ...

Core Viewpoint - The company, Steady Medical, is transitioning from product export to brand export, aiming to establish itself as a leading global health enterprise through high-quality products and operational excellence [1][9]. Company Development - Founded in 1991 by Li Jianquan, Steady Medical has evolved from a medical dressing exporter to a dual-driven health enterprise combining medical and consumer goods [1][4]. - The company initially focused on medical dressings, establishing its own brand "Winner Steady Medical" after starting as an OEM for foreign brands [4][6]. - In 2009, the company launched "Cotton Era," aiming to innovate from medical-grade products to consumer goods, despite facing initial losses of nearly 200 million yuan in the first four years [5][6]. Innovation and Product Quality - Steady Medical emphasizes product quality and innovation, having invested over 500 tons of cotton to develop a cotton-based non-woven fabric technology that simplifies production and addresses industry pain points [4][5]. - The company has established a dual business model of medical and consumer products, leveraging the same supply chain and technology standards for synergy [7][8]. Financial Performance - In the first half of 2025, Steady Medical achieved a revenue of 5.296 billion yuan, a year-on-year increase of 31.31%, with a net profit of 492 million yuan, up 28.07% [8]. - The medical segment generated 2.52 billion yuan in revenue, growing 46.4%, while the Cotton Era brand achieved 2.75 billion yuan, a 20.3% increase [8]. Global Expansion and M&A - The company is shifting towards brand export, highlighted by the acquisition of a 75.2% stake in the U.S. medical consumables company GRI for 120 million USD, which is expected to enhance its global strategy [9][10]. - In the first half of 2025, overseas sales reached 1.43 billion yuan, marking an 81.3% increase, with products sold in over 110 countries [9][10]. Future Strategy - Steady Medical plans to convert 90% of its overseas medical business to proprietary brands, moving away from OEM production, while Cotton Era will focus on establishing a strong domestic presence before expanding internationally [10].

Core Viewpoint - The company, Steady Medical, is transitioning from product export to brand export, aiming to establish itself as a leading global health enterprise through high-quality products and operational excellence [1][4][6]. Group 1: Company History and Development - Founded in 1991 by Li Jianquan, Steady Medical initially focused on medical dressings and later launched the consumer brand "Cotton Era" in 2009, marking its entry into the consumer goods market [1][2]. - The company faced significant challenges in its early years, including nearly 200 million yuan in cumulative losses over the first four years of Cotton Era's establishment, due to high costs and consumer unfamiliarity with cotton products [3][4]. - Steady Medical's commitment to quality over cost has been a cornerstone of its growth, leading to its emergence as a top exporter of medical dressings in China [2][3]. Group 2: Business Model and Strategy - The company operates a dual business model focusing on both medical and consumer products, leveraging the same supply chain and technology standards for synergy [4][5]. - Steady Medical emphasizes innovation and high-quality product development, with a vision of "Cotton Changing the World," and has established itself as a leader in the cotton towel market [4][5]. - The company has invested 2.062 billion yuan in R&D from 2020 to mid-2025, establishing a complete innovation cycle that has contributed to significant revenue growth [5][6]. Group 3: Financial Performance - In the first half of 2025, Steady Medical reported revenues of 5.296 billion yuan, a year-on-year increase of 31.31%, with net profits of 492 million yuan, up 28.07% [5][6]. - The medical segment achieved revenues of 2.52 billion yuan, growing by 46.4%, while Cotton Era generated 2.75 billion yuan, reflecting a 20.3% increase [5][6]. Group 4: Global Expansion and Acquisitions - The company is shifting towards brand export, highlighted by its acquisition of 75.2% of the U.S. medical consumables company GRI for 120 million USD, which is a key step in its globalization strategy [5][6]. - Steady Medical's overseas sales channels generated 1.43 billion yuan in revenue in the first half of 2025, marking an 81.3% increase, with products sold in over 110 countries [6][7]. - The company plans to transition 90% of its overseas medical business to its own brand, moving away from OEM production, while Cotton Era aims to solidify its domestic presence before expanding internationally [6][7].

● 本报记者 张兴旺 从医用敷料到全棉时代创新发展 1989年，李建全辞去湖北省医药保健品进出口公司的"铁饭碗"，南下珠海开启打工生涯。两年后，他怀 揣着"稳稳当当做事，健健康康做人"的理念，将"踏实经营、坚守底线"作为立足的根本，创立了稳健医 疗，从此踏入医用敷料赛道。 2025年，正值稳健医疗登陆A股市场五周年。从1991年李建全创立公司到2009年创办子公司全棉时代， 再到如今成为"医疗+消费品"双轮驱动的大健康龙头企业，稳健医疗凭借对产品质量和长期主义的坚 持，走向世界舞台。 日前，稳健医疗董事长、全棉时代创始人李建全在接受中国证券报记者采访时表示，公司将产品领先和 卓越运营作为战略方向，致力于成为高品质的代名词、消费者信赖的好品牌。当前，公司正加速推动从 产品出海向品牌出海转型，开启全球化新征程。 产品领先是稳健医疗长期坚持的战略，其以创新驱动发展，持续打造高品质产品。在医疗领域，公司坚 持核心基础材料自主研发，重点品类持续迭代升级，确保在产品性能、品质等方面引领市场。在消费品 领域，以"全棉改变世界"为愿景，精选全球优质棉花作为原材料，通过医疗级品质打造差异化消费品； 根据市场洞察快速推出符合消费 ...