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异动盘点0812|锂业股降温白酒股升温;晶泰控股涨近5%;美光上调Q4指引,涨超4%小鹏汽车美股涨超5%
贝塔投资智库· 2025-08-12 04:01
Group 1: Hong Kong Stock Market Performance - Zhengda Enterprise International (03839) surged over 20% after reporting a revenue of approximately $323 million, a year-on-year increase of 199.44%, and a net profit attributable to shareholders of $17.046 million, up 768.36% [2] - Zhenjiu Lidu (06979) rose over 11% as research indicated that the liquor industry is moving towards a performance bottom, with expectations for a trend reversal in stock prices ahead of demand recovery [2] - Lithium stocks fell, with Tianqi Lithium (09696) down over 7.5% and Ganfeng Lithium (01772) down over 5.7%, due to anticipated long-term production halts affecting domestic lithium carbonate output by nearly 12% [2] - China General Nuclear Power (01816) increased over 3% as it plans to commission multiple nuclear units between 2025 and 2030, with expectations of a long-term price rebound in the Guangdong region [2] Group 2: Company Earnings Reports - Hillstone Technology (01478) reported a revenue of 8.832 billion RMB for the first half of the year, a year-on-year increase of 15.1%, and a net profit of 308 million RMB, up 167.6% [4] - Jinsongzi (06896) fell nearly 20% after issuing a profit warning, expecting a profit decrease of about 37% compared to the same period in 2024 [4] - Jinke Services (09666) rose over 7% after announcing an expected net profit of approximately 0 to 100 million RMB for the six months ending June 30, 2025, compared to a net loss of 194.4 million RMB in the same period last year [4] - Jingtai Holdings (02228) increased nearly 5%, forecasting a comprehensive income of no less than 500 million RMB for the first half of 2025, a year-on-year increase of at least 387% [4] Group 3: U.S. Stock Market Highlights - AMD (AMD.US) fell 0.28% after confirming it received preliminary approval for AI chip exports to China [6] - TSMC (TSM.US) rose 0.11% with July sales reaching approximately $10.806 billion, a year-on-year increase of 25.8% [6] - Micron Technology (MU.US) increased by 4.06% after raising its revenue guidance for Q4 2025 to $11.1 billion to $11.3 billion, citing improved DRAM pricing conditions [6] - Intel (INTC.US) rose 3.51% amid news of CEO Pat Gelsinger's planned discussions with the White House [7] Group 4: Emerging Companies and Innovations - Tesla (TSLA.US) rose 2.85% after applying for a power supply license in the UK, aiming to compete with local energy giants [8] - Bilibili (BILI.US) increased by 1.67%, with a report highlighting that 70% of China's Z+ generation are users of the platform, indicating strong user engagement [8] - XPeng Motors (XPEV.US) continued to rise by 5.84% as its new extended-range model entered the new vehicle announcement list, indicating an upcoming launch [8]
资金动向 | 北水小幅加仓港股,连续买入小米、康方生物
Ge Long Hui A P P· 2025-08-11 12:01
Group 1 - Southbound funds net bought Hong Kong stocks worth 38.34 million HKD on August 11, with notable net purchases in Xiaomi Group (562 million HKD) and Kangfang Biotech (305 million HKD) [1] - Xiaomi has seen a continuous net buying trend for three days, totaling 2.75701 billion HKD, while Kangfang Biotech has experienced five consecutive days of net buying, amounting to 1.18185 billion HKD [1] Group 2 - Xiaomi Group's stock slightly declined by 0.88%, marking five consecutive trading days in the red, with a projected revenue of 117.97 billion CNY for Q2, reflecting a year-on-year growth of 32.71% [2] - Adjusted net profit for Xiaomi is expected to reach 10.18 billion CNY, a year-on-year increase of 64.84%, despite a loss of 360 million CNY from electric vehicles and innovation businesses [2] - The target price for Xiaomi has been lowered by 9% to 70 HKD, with projected P/E ratios of 34.4x and 25.1x for 2025 and 2026, respectively, indicating a potential upside of 29.6% [2] Group 3 - XPeng Motors' stock surged by 5.36% following the announcement that its first extended-range model, the XPeng X9, has entered the new vehicle public announcement list, indicating an upcoming launch [2] - XPeng's CEO confirmed that the XPeng X9, described as a "super electric vehicle," is set to officially launch in the fourth quarter [2] Group 4 - Innovent Biologics' stock fell by 1.42%, with Citic Securities projecting a strong recovery trend in the medical health industry by the second half of 2025, emphasizing the importance of innovation and internationalization [2] - The report suggests that the innovative drug sector will benefit from domestic policy support, leading to a potential upward trend in the sector [2]
小鹏X9增程版MPV官宣,累计测试里程超2000万公里 将于第四季度推出
Feng Huang Wang· 2025-08-11 09:20
8月8日,工信部发布第398批《道路机动车辆生产企业及产品公告》新产品公示,小鹏X9增程版MPV出现在公示中,产品名称为"插电式增程混合动力多用 途乘用车"。小鹏汽车董事长何小鹏发文宣布,小鹏汽车首款超级电动车型小鹏X9将会在第四季度正式推出,该车定位七座MPV。 申报信息显示,该车长5316mm、宽1988mm、高1785mm,轴距为3160mm。该车搭载中创新航的磷酸铁锂蓄电池,驱动电机额定功率为110kW、峰值功率 为 210kW,发动机最大净功率为110kW。 此外,小鹏汽车也在微博官宣"小鹏X9超电,来了!",投入超1000台测试车,花了超 800天时间,跑遍全球20个国家,330个城市,累计测试里程超2000万 公里。 大家一起猜猜,车身上的数字和名称是什么意思?欢迎 友送出精美小鹏X9周边。 �小鹏汽车超话 7 14 小鹏汽车 窗 18分钟前 已编辑 小鹏X9超电,要来了! 我们投入超1000台测试车,花了超800天时间,跑遍全 市,累计测试里程超2000万公里,只为第四季度给大家 种"! POWER/4 resug 450 450 国 32 ...
美股异动丨小鹏汽车盘前涨超4% 首款增程车第四季度推出
Ge Long Hui· 2025-08-11 08:21
Core Viewpoint - Xiaopeng Motors (XPEV.US) has seen a significant increase in stock price following the announcement of its first range-extended model, the Xiaopeng X9 MPV, which is expected to launch in Q4 2023 [1] Group 1: Stock Performance - Xiaopeng Motors closed at $20.20 on August 8, 2023, with a rise of 2.96% [1] - The pre-market price on August 11, 2023, reached $21.15, reflecting a further increase of 4.7% [1] - The stock has a total market capitalization of $19.256 billion [1] Group 2: Product Launch - The Xiaopeng X9 range-extended MPV was included in the latest batch of new vehicle announcements by the Ministry of Industry and Information Technology on August 8, 2023, indicating its impending market release [1] - CEO He Xiaopeng confirmed that the Xiaopeng X9, described as the company's first "super electric vehicle," will officially launch in the fourth quarter of 2023 [1] - Analysts suggest that the timeline for the release of Xiaopeng's first hybrid model has generated optimistic sentiment among investors regarding its sales prospects [1]