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湘潭市(湘潭县、韶山市、湘乡市、岳塘区、雨湖区)

今年开年以来,港股回购潮仍在进行中。

根据相关数据统计,2025年一季度,155家上市公司实施回购,数量同比上升19.23%;累计回购16.71亿股;金额达437.57亿港元,较2024年同期下降11.8%。

具体来看,腾讯控股以171.21亿港元回购额蝉联榜首,占比达39%。

统计显示,2025年一季度腾讯控股回购股份17次,累计回购4298.4万股。期间,公司回购最低价为364.8港元/股,最高价为517.5港元/股。

根据最新财报,2024年腾讯控股实现营收6602.57亿元,同比增长8%;权益持有人应占盈利1940.73亿元,同比增长68%。

汇丰控股以99.57亿港元位列第二,友邦保险、中远海控、快手-W等企业回购金额均超10亿港元。

行业方面,2025年一季度发起回购的港股上市公司,主要分布在软件服务、工业工程、药品及生物科技等行业。

具体来看,根据恒生行业分类,一季度港股软件服务行业实施回购金额居首,达到172.44亿港元。

由于汇丰控股的大额回购,银行行业一季度回购金额位居第二,达99.57亿港元。

药品及生物科技行业实施回购的公司数量较多,包括石药集团、药明生物、先声药业在内等20家公司实施回购。

数据显示,一季度回购金额回落,主要受到去年同期的高基数影响。根据此前数据,去年同期的回购金额高达510.96亿港元,创下史上单季最高纪录。

港股回购规模自2020年疫情后呈现阶梯式增长,2020-2023年回购额从679.33亿港元攀升至1245.6亿港元,金融与互联网板块主导;2024全年回购额激增至2180亿港元,较上年增加70%,腾讯、汇丰、美团等头部企业贡献超70%。

新浪合作平台光大期货开户安全快捷有保障

  受到生育政策利好刺激,贝因美(002570.SZ)近日迎来了7天5板的快速上涨,但在4月16日晚收到有关部门监管函后,连涨势头被打断,今日(4月18日)盘中股价跌停。

  监管函显示,贝因美存在收入确认不合规、公司控股股东在2021年和2022年期间存在非经营性资金占用和部分财务资助事项未及时审议并披露等问题。

  贝因美也是近期炙手可热的生育概念股,4月8日到16日,7个交易日中有5天涨停,17日贝因美股价低开后上涨,收于7.29元,下跌0.14%,18日开盘后贝因美再度低开,股价一路向下直至跌停。

  记者注意到,除了收到警示函外,贝因美的控股股东贝因美集团有限公司(下称贝因美集团)近期麻烦缠身。3月14日和3月15日,贝因美连续发布公告,都与大股东所持股权有关。

  其中3月14日,宁波维贝企业管理咨询合伙企业(有限合伙)(下称宁波维贝)申请冻结了贝因美集团所持贝因美的4724万股,约占其所持股的35.6%。贝因美集团对该情况向法院提交异议,并表示冻结事件不会对贝因美生产经营产生直接影响,也不会导致公司实际控制权发生变更。

  3月15日,贝因美公告称,贝因美集团收到浙江省杭州市中级人民法院出具的《执行通知书》,因债权人要求强制执行约2亿元债务和利息,贝因美集团被司法冻结的相关股份可能会被法院强制执行,可能引发贝因美集团的后续被动减持,贝因美集团也在积极与各债权方协调妥善解决相关债务问题,确保其控股股东地位不受影响。

  本报记者任玉明摄

  2024年3季报显示,目前贝因美集团持股12.28%,宁波维贝此前通过司法拍卖获得股权,目前持股4.44%,考虑到上述公告情况,贝因美集团后续股权情况还有待进一步观望。

  贝因美曾是国产奶粉和母婴行业的头部品牌之一,但由于自身经营管理和外部因素影响,从2016年之后业绩逐步下滑。

  2021年创始人谢宏重新出山后开始推动多轮业务改革,2023年贝因美业绩有触底企稳的迹象,2024年3季报显示,贝因美实现营收20.9亿元,同比增长8.9%,实现净利润0.7亿元,同比增长45.3%。

  独立乳业分析师宋亮告诉第一财经记者,贝因美前期股价上涨主要与国家陆续出台生育政策刺激有关,业绩表现还有待观察,近期包括飞鹤、伊利、君乐宝都推出了10亿级企业生育补贴,也会给其他奶粉品牌带来竞争上的压力。

  又一位华尔街分析师下调了特斯拉的目标价,但由于周五美股休市,投资者要等到下周一才能看到市场如何反应。

  当地时间周四晚,巴克莱分析师丹·利维(DanLevy)将特斯拉的目标价从325美元下调至275美元,并维持对该股的持有评级。新的目标价仍比特斯拉周四收盘价(241.38美元)高出约14%。

  特斯拉将于4月22日发布第一季度财报,利维对该公司的业绩表现感到担忧。

  这并不令人感到奇怪,特斯拉此前公布第一季度交付了约33.7万辆汽车,同比下降13%。这是该公司有史以来最严重的季度下滑。更重要的是,这比华尔街的预期少了大约4万辆。

  投资者不确定这一下降有多少是由于该公司CEO埃隆·马斯克的政治活动,这导致了特斯拉工厂的一些抗议活动,以及有多少是由于ModelY车型的转变。特斯拉最近更新了其最受欢迎的车型。

  此外还有关税问题,这可能会提高特斯拉的零部件成本。影响有多大还很难说。

  列维认为,特斯拉很难在2025年增加交付量。该公司在2024年和2023年分别交付了180万辆和180万辆汽车。华尔街今年年初预计,2025年的交付量将达到210万辆左右,但目前这个数字已下调至大约180万辆。

  预期下调对任何股票都不是好事,但列维也认为马斯克有可能把更多时间花在特斯拉而不是美国政府事务上,这在投资者看来是一个积极的因素。

  特斯拉还计划在今年6月推出自动驾驶出租车服务,并在2025年晚些时候开始销售一款新的低价车型。如果特斯拉坚持自己的时间表,这两件事都可能对投资者情绪产生积极影响。

  FactSet的数据显示,在巴克莱下调目标价后,目前华尔街分析师对特斯拉股票的平均目标价约为每股327美元,仍高于一年前的192美元。在投资者开始担心马斯克的政治活动会影响销量之前,特斯拉的平均目标价在2月初曾达到每股381美元的峰值。

  对特斯拉的投资者来说,这是疯狂的几个月。过去一周,该公司股价下跌4.3%,而标普500指数下跌1.5%。这是特斯拉股价在过去13周内第11次下跌。

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