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小米顺
06-15 15:07
$派格生物医药-B(02565)$
H股全流通搞掂,2565长远筹码同流通量穏好多。
小米顺
06-15 14:16
$派格生物医药-B(02565)$
年中呢波医药回调,派格手持六千万几抗风险。
小米顺
06-12
$派格生物医药-B(02565)$
之前基石肯自愿延长禁售,依家睇返公司啲利好确实有底气。
小米顺
06-12
$派格生物医药-B(02565)$
有冇师兄一齐揸紧2565,觉得下半年有冇机会剔除个B字?
小米顺
06-10
$派格生物医药-B(02565)$
睇成交量呢两日缩得几靓,分明等紧下个突破。
小米顺
06-10
$派格生物医药-B(02565)$
环状RNA方向够突破,唔使同普通多肽盲目内卷。
小米顺
06-08
$派格生物医药-B(02565)$
看着2号冲高回落以为洗盘,结果这几天在八块五稳住了。
小米顺
06-08
$派格生物医药-B(02565)$
既然入了EASD口头发言,那出海授权能期待一下吗?
小米顺
06-05
$派格生物医药-B(02565)$
减肥药概念热度起码玩到年尾,派格呢个位好抵买。
小米顺
06-05
$派格生物医药-B(02565)$
医保预沟通出咗增补公示,唔知几时会有最后确认。
小米顺
06-04
$派格生物医药-B(02565)$
六月一号晚个通告几有分量,唔知过两日开盘会唔会升多浸。
小米顺
06-04
$派格生物医药-B(02565)$
睇个势六月头生科板块有啲起色,2565有新数据撑住仲穏阵。
小米顺
06-03
$派格生物医药-B(02565)$
内地减重市场根本供不应求,派格只要产能跟得上,根本唔休冇销路。
小米顺
06-03
$派格生物医药-B(02565)$
听说他家药胃肠道副作用反馈比较小,不知道临床实际用起来怎么样?
小米顺
06-02
$派格生物医药-B(02565)$
均线高度粘合这周可能选方向往上冲
小米顺
06-02
$派格生物医药-B(02565)$
题名新独立非董候选人换血啊
小米顺
06-01
$派格生物医药-B(02565)$
从高点回调这么多!
小米顺
06-01
$派格生物医药-B(02565)$
换了非执行董事说不定能换换好手气
小米顺
05-29
$派格生物医药-B(02565)$
执平货啦呢波洗得几彻底
小米顺
05-29
$派格生物医药-B(02565)$
研发管线没问题商业化不用愁
去老虎APP查看更多动态
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睇成交量呢两日缩得几靓,分明等紧下个突破。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573640846107624","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573632523751824,"gmtCreate":1781076914390,"gmtModify":1781079279521,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 环状RNA方向够突破,唔使同普通多肽盲目内卷。","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 环状RNA方向够突破,唔使同普通多肽盲目内卷。","text":"$派格生物医药-B(02565)$ 环状RNA方向够突破,唔使同普通多肽盲目内卷。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573632523751824","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572972934620032,"gmtCreate":1780908296390,"gmtModify":1780908382668,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 看着2号冲高回落以为洗盘,结果这几天在八块五稳住了。","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 看着2号冲高回落以为洗盘,结果这几天在八块五稳住了。","text":"$派格生物医药-B(02565)$ 看着2号冲高回落以为洗盘,结果这几天在八块五稳住了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572972934620032","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572963073783736,"gmtCreate":1780905908036,"gmtModify":1780907083277,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 既然入了EASD口头发言,那出海授权能期待一下吗?","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 既然入了EASD口头发言,那出海授权能期待一下吗?","text":"$派格生物医药-B(02565)$ 既然入了EASD口头发言,那出海授权能期待一下吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572963073783736","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571911262169632,"gmtCreate":1780649175572,"gmtModify":1780649589438,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 减肥药概念热度起码玩到年尾,派格呢个位好抵买。","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 减肥药概念热度起码玩到年尾,派格呢个位好抵买。","text":"$派格生物医药-B(02565)$ 减肥药概念热度起码玩到年尾,派格呢个位好抵买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571911262169632","isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571897592490616,"gmtCreate":1780645840813,"gmtModify":1780646449517,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 医保预沟通出咗增补公示,唔知几时会有最后确认。","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 医保预沟通出咗增补公示,唔知几时会有最后确认。","text":"$派格生物医药-B(02565)$ 医保预沟通出咗增补公示,唔知几时会有最后确认。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571897592490616","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571540368757360,"gmtCreate":1780560487879,"gmtModify":1780561129076,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4168576484496072","idStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 六月一号晚个通告几有分量,唔知过两日开盘会唔会升多浸。","listText":"<a href=\"https://laohu8.com/S/02565\">$派格生物医药-B(02565)$ </a> 六月一号晚个通告几有分量,唔知过两日开盘会唔会升多浸。","text":"$派格生物医药-B(02565)$ 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近几日,瑞士医药巨头罗氏宣布将以现金每股约14.50美元收购美国生物药企89bio,并附带可达额外里程碑付款的有条件价值权(CVR),使得整体交易对价上限可达约35亿美元(即每股最高约20.50美元)。 这桩交易的标的并非典型的“减肥药”,而是89bio 主打的候选药 pegozafermin,一种模拟FGF21(成纤维细胞生长因子21)作用的药物,目标适应症为代谢失衡相关的严重肝病(MASH,亦即代谢性脂肪肝炎)。新闻报导与公司说法都强调,该药与肥胖、2型糖尿病和心血管风险高度相关,因此属于罗氏扩张心肾代谢(cardio-renal-metabolic)领域的一环。 根据公开报导,罗氏的基础出价为每股约14.50美元(相当于约24亿美元的股权价值报价范围报导),并包含最多约6美元/股的CVR条款,这些条件付款将依据商业化里程碑与销售门槛发放,使得若一切里程碑达成,总对价可走高至约3.5亿美元(或报导中列示的“高达3.5亿美元”区间)。交易预期在符合常规条件下于2025年第四季完成。这种“现金 + CVR”的安排对买方来说风险可控(以现金收购快速拿下资产与人才),而对卖方来说在早期资产能成功商业化时又有额外 upside。 战略动机:从单药竞赛到“组合疗法 + 代谢组合牌” 为何罗氏要在此时进一步布局?答案在于“肥胖/代谢药物市场已经从单一GLP-1 热潮,演变成需要多轨道、可组合(combo-ready)策略”:目前市场由诸如诺和诺德(Novo Nordisk)与礼来(Eli Lilly)凭藉GLP-1/双肠促素类药物主导体重管理与糖尿病疗法,但临床与商业上出现的课题(疗效上限、耐受性、副作用、以及需要针对伴随肝病或心肾并发症的复合治疗)都催生“第二波”药物开发需求——例如FGF21、amylin 类、PYY","listText":"罗氏加码“肥胖经济学”:为何买的是肝病药,而非直接买减肥药? 近几日,瑞士医药巨头罗氏宣布将以现金每股约14.50美元收购美国生物药企89bio,并附带可达额外里程碑付款的有条件价值权(CVR),使得整体交易对价上限可达约35亿美元(即每股最高约20.50美元)。 这桩交易的标的并非典型的“减肥药”,而是89bio 主打的候选药 pegozafermin,一种模拟FGF21(成纤维细胞生长因子21)作用的药物,目标适应症为代谢失衡相关的严重肝病(MASH,亦即代谢性脂肪肝炎)。新闻报导与公司说法都强调,该药与肥胖、2型糖尿病和心血管风险高度相关,因此属于罗氏扩张心肾代谢(cardio-renal-metabolic)领域的一环。 根据公开报导,罗氏的基础出价为每股约14.50美元(相当于约24亿美元的股权价值报价范围报导),并包含最多约6美元/股的CVR条款,这些条件付款将依据商业化里程碑与销售门槛发放,使得若一切里程碑达成,总对价可走高至约3.5亿美元(或报导中列示的“高达3.5亿美元”区间)。交易预期在符合常规条件下于2025年第四季完成。这种“现金 + CVR”的安排对买方来说风险可控(以现金收购快速拿下资产与人才),而对卖方来说在早期资产能成功商业化时又有额外 upside。 战略动机:从单药竞赛到“组合疗法 + 代谢组合牌” 为何罗氏要在此时进一步布局?答案在于“肥胖/代谢药物市场已经从单一GLP-1 热潮,演变成需要多轨道、可组合(combo-ready)策略”:目前市场由诸如诺和诺德(Novo Nordisk)与礼来(Eli Lilly)凭藉GLP-1/双肠促素类药物主导体重管理与糖尿病疗法,但临床与商业上出现的课题(疗效上限、耐受性、副作用、以及需要针对伴随肝病或心肾并发症的复合治疗)都催生“第二波”药物开发需求——例如FGF21、amylin 类、PYY","text":"罗氏加码“肥胖经济学”:为何买的是肝病药,而非直接买减肥药? 近几日,瑞士医药巨头罗氏宣布将以现金每股约14.50美元收购美国生物药企89bio,并附带可达额外里程碑付款的有条件价值权(CVR),使得整体交易对价上限可达约35亿美元(即每股最高约20.50美元)。 这桩交易的标的并非典型的“减肥药”,而是89bio 主打的候选药 pegozafermin,一种模拟FGF21(成纤维细胞生长因子21)作用的药物,目标适应症为代谢失衡相关的严重肝病(MASH,亦即代谢性脂肪肝炎)。新闻报导与公司说法都强调,该药与肥胖、2型糖尿病和心血管风险高度相关,因此属于罗氏扩张心肾代谢(cardio-renal-metabolic)领域的一环。 根据公开报导,罗氏的基础出价为每股约14.50美元(相当于约24亿美元的股权价值报价范围报导),并包含最多约6美元/股的CVR条款,这些条件付款将依据商业化里程碑与销售门槛发放,使得若一切里程碑达成,总对价可走高至约3.5亿美元(或报导中列示的“高达3.5亿美元”区间)。交易预期在符合常规条件下于2025年第四季完成。这种“现金 + CVR”的安排对买方来说风险可控(以现金收购快速拿下资产与人才),而对卖方来说在早期资产能成功商业化时又有额外 upside。 战略动机:从单药竞赛到“组合疗法 + 代谢组合牌” 为何罗氏要在此时进一步布局?答案在于“肥胖/代谢药物市场已经从单一GLP-1 热潮,演变成需要多轨道、可组合(combo-ready)策略”:目前市场由诸如诺和诺德(Novo Nordisk)与礼来(Eli Lilly)凭藉GLP-1/双肠促素类药物主导体重管理与糖尿病疗法,但临床与商业上出现的课题(疗效上限、耐受性、副作用、以及需要针对伴随肝病或心肾并发症的复合治疗)都催生“第二波”药物开发需求——例如FGF21、amylin 类、PYY","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/481205384782184","isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476331249250624,"gmtCreate":1757295094454,"gmtModify":1757295669743,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168576484496072","authorIdStr":"4168576484496072"},"themes":[],"title":"中国“塑形热”催生市场新高峰","htmlText":"中国“塑形热”催生市场新高峰 近年来,中国消费者不再仅追求美食与享乐,转向健康与体态管理。在这股风潮推动下,中国的减肥产业迎来爆发式增长。根据 MarketWatch 报导,中国瘦身产业在2023年已突破3000亿元人民币(约合410亿美元)的规模,且呈双位数增长,其中包括低卡餐饮、健身服务与药品等全链条应用。而调研机构 China Briefing 则指出,整体体重管理市场达到6185亿元人民币(约850亿美元)规模。其中,减肥药仅是整个市场的部分,但增速明显,前景引人瞩目。 减肥药:GLP1 剂型引领创新浪潮 其中,GLP1(胰高血糖素样胜肽1)受体激动剂成为焦点。Grand View Research 数据显示,中国 GLP1 类减肥药市场于2024年约为1.617亿美元,预计2025至2030年复合年增长率将达19%,2030年市场规模可望达至5.585亿美元。整体肥胖治疗市场(包括 Orlistat 等脂肪酶抑制剂)则达1.801亿美元,预计到2030年将攀升至5.177亿美元。这些数据反映出中国减肥药市场正从零散补品、传统药物逐步转向高效制剂,投资热度与研发活动迅速提升。 谁在跑?主要上市公司与产品布局掀起竞赛 就企业层面而言,外资巨头和本土药企均大举进军此市场。丹麦的诺和诺德(Novo Nordisk)早在2024年即将其主打肥胖药 Wegovy 推出中国,此举标志中国正式成为全球第二大肥胖药市场 。此外,FT 分析指出,Wegovy 的中国专利将于2026年到期,届时包括上海百美(Benemae)、华东医药、创新药企 Innovent 等有望推出国产替代品,并借此夺取最多五分之一以上市场份额。 除了外资之外,本土公司动作频频。根据南华早报(SCMP),目前已有超过60款中后期临床试验的药物正竞逐 Ozempic(Semaglutide)的市场,包括 Sciw","listText":"中国“塑形热”催生市场新高峰 近年来,中国消费者不再仅追求美食与享乐,转向健康与体态管理。在这股风潮推动下,中国的减肥产业迎来爆发式增长。根据 MarketWatch 报导,中国瘦身产业在2023年已突破3000亿元人民币(约合410亿美元)的规模,且呈双位数增长,其中包括低卡餐饮、健身服务与药品等全链条应用。而调研机构 China Briefing 则指出,整体体重管理市场达到6185亿元人民币(约850亿美元)规模。其中,减肥药仅是整个市场的部分,但增速明显,前景引人瞩目。 减肥药:GLP1 剂型引领创新浪潮 其中,GLP1(胰高血糖素样胜肽1)受体激动剂成为焦点。Grand View Research 数据显示,中国 GLP1 类减肥药市场于2024年约为1.617亿美元,预计2025至2030年复合年增长率将达19%,2030年市场规模可望达至5.585亿美元。整体肥胖治疗市场(包括 Orlistat 等脂肪酶抑制剂)则达1.801亿美元,预计到2030年将攀升至5.177亿美元。这些数据反映出中国减肥药市场正从零散补品、传统药物逐步转向高效制剂,投资热度与研发活动迅速提升。 谁在跑?主要上市公司与产品布局掀起竞赛 就企业层面而言,外资巨头和本土药企均大举进军此市场。丹麦的诺和诺德(Novo Nordisk)早在2024年即将其主打肥胖药 Wegovy 推出中国,此举标志中国正式成为全球第二大肥胖药市场 。此外,FT 分析指出,Wegovy 的中国专利将于2026年到期,届时包括上海百美(Benemae)、华东医药、创新药企 Innovent 等有望推出国产替代品,并借此夺取最多五分之一以上市场份额。 除了外资之外,本土公司动作频频。根据南华早报(SCMP),目前已有超过60款中后期临床试验的药物正竞逐 Ozempic(Semaglutide)的市场,包括 Sciw","text":"中国“塑形热”催生市场新高峰 近年来,中国消费者不再仅追求美食与享乐,转向健康与体态管理。在这股风潮推动下,中国的减肥产业迎来爆发式增长。根据 MarketWatch 报导,中国瘦身产业在2023年已突破3000亿元人民币(约合410亿美元)的规模,且呈双位数增长,其中包括低卡餐饮、健身服务与药品等全链条应用。而调研机构 China Briefing 则指出,整体体重管理市场达到6185亿元人民币(约850亿美元)规模。其中,减肥药仅是整个市场的部分,但增速明显,前景引人瞩目。 减肥药:GLP1 剂型引领创新浪潮 其中,GLP1(胰高血糖素样胜肽1)受体激动剂成为焦点。Grand View Research 数据显示,中国 GLP1 类减肥药市场于2024年约为1.617亿美元,预计2025至2030年复合年增长率将达19%,2030年市场规模可望达至5.585亿美元。整体肥胖治疗市场(包括 Orlistat 等脂肪酶抑制剂)则达1.801亿美元,预计到2030年将攀升至5.177亿美元。这些数据反映出中国减肥药市场正从零散补品、传统药物逐步转向高效制剂,投资热度与研发活动迅速提升。 谁在跑?主要上市公司与产品布局掀起竞赛 就企业层面而言,外资巨头和本土药企均大举进军此市场。丹麦的诺和诺德(Novo Nordisk)早在2024年即将其主打肥胖药 Wegovy 推出中国,此举标志中国正式成为全球第二大肥胖药市场 。此外,FT 分析指出,Wegovy 的中国专利将于2026年到期,届时包括上海百美(Benemae)、华东医药、创新药企 Innovent 等有望推出国产替代品,并借此夺取最多五分之一以上市场份额。 除了外资之外,本土公司动作频频。根据南华早报(SCMP),目前已有超过60款中后期临床试验的药物正竞逐 Ozempic(Semaglutide)的市场,包括 Sciw","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/476331249250624","isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375586868678768,"gmtCreate":1732727066709,"gmtModify":1732727068794,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168576484496072","authorIdStr":"4168576484496072"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PGHL\">$钧御工程(PGHL)$ </a> 现在这个股价,也不知道能不能飞越起来了,这样也不枉那么多人的期待","listText":"<a href=\"https://laohu8.com/S/PGHL\">$钧御工程(PGHL)$ </a> 现在这个股价,也不知道能不能飞越起来了,这样也不枉那么多人的期待","text":"$钧御工程(PGHL)$ 现在这个股价,也不知道能不能飞越起来了,这样也不枉那么多人的期待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/375586868678768","isVote":1,"tweetType":1,"viewCount":3469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479396804334352,"gmtCreate":1758075048902,"gmtModify":1758075628318,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168576484496072","authorIdStr":"4168576484496072"},"themes":[],"title":"义合控股入局AI,短期怎操作?","htmlText":"义合控股入局AI,短期怎操作? 作者:古天后 义合控股(1662.HK)在9月16日晚连发两份公告:一份是配售新股集资约3,500万港元,另一份则是斥资1,500万港元收购香港AI/HPC公司Trio AI的控股权(51.73%)。如果把这两单交易连起来看,可以理解成为公司正尝试摆脱传统「地基工程股」的单一形象,向「建筑+AI+云算力」混合定位转型。这对市场的讯号相当明显:义合要把自己从建筑承包的毛利困局中抽离,赋予「科技股想像力」。 1. 公告回顾 公告一: 配售新股。以每股2.35港元配售不超过1,500万股,净集资约3,497万港元,折让约9–13%,稀释幅度约3%。主要用途正是支付Trio AI的收购代价(1,500万港元),以及入股后GPU租赁与AI开发。 收购Trio AI:义合将控制一间香港AI云计算基础设施服务公司,计划将GPU能力投入于工程数据分析及外部服务,强调未来可能带来额外收入。 1. 市场化解读:正面影响在哪里? 首先是「估值标签」的转换。义合本来只是土木工程承包商,市值难突破,市场给的估值倍数偏低。如今「收购AI公司+GPU相关业务」这一动作,直接把它拉进市场最火的AI主题。对二级市场而言,这意味着估值的想像空间瞬间扩张。 以轻资本切入AI赛道。公司并非巨额豪赌,而是透过配售换来3,500万现金,仅用其中的1,500万买下TrioAI控股权,另外1,700万用于GPU租赁。这种「小投入撬大故事」的策略,既控制了风险,又能快速讲出一个新故事,对投资者来说,短期题材性更大。 另一个正影响是主营业务与AI的协同。工程数据庞大,若能透过AI优化设计、监控与预测性维护,确实有实际落地场景。这让市场觉得公司不是单纯「炒AI概念」,而是有业务对接的可能性。值得一提的是,义合控股","listText":"义合控股入局AI,短期怎操作? 作者:古天后 义合控股(1662.HK)在9月16日晚连发两份公告:一份是配售新股集资约3,500万港元,另一份则是斥资1,500万港元收购香港AI/HPC公司Trio AI的控股权(51.73%)。如果把这两单交易连起来看,可以理解成为公司正尝试摆脱传统「地基工程股」的单一形象,向「建筑+AI+云算力」混合定位转型。这对市场的讯号相当明显:义合要把自己从建筑承包的毛利困局中抽离,赋予「科技股想像力」。 1. 公告回顾 公告一: 配售新股。以每股2.35港元配售不超过1,500万股,净集资约3,497万港元,折让约9–13%,稀释幅度约3%。主要用途正是支付Trio AI的收购代价(1,500万港元),以及入股后GPU租赁与AI开发。 收购Trio AI:义合将控制一间香港AI云计算基础设施服务公司,计划将GPU能力投入于工程数据分析及外部服务,强调未来可能带来额外收入。 1. 市场化解读:正面影响在哪里? 首先是「估值标签」的转换。义合本来只是土木工程承包商,市值难突破,市场给的估值倍数偏低。如今「收购AI公司+GPU相关业务」这一动作,直接把它拉进市场最火的AI主题。对二级市场而言,这意味着估值的想像空间瞬间扩张。 以轻资本切入AI赛道。公司并非巨额豪赌,而是透过配售换来3,500万现金,仅用其中的1,500万买下TrioAI控股权,另外1,700万用于GPU租赁。这种「小投入撬大故事」的策略,既控制了风险,又能快速讲出一个新故事,对投资者来说,短期题材性更大。 另一个正影响是主营业务与AI的协同。工程数据庞大,若能透过AI优化设计、监控与预测性维护,确实有实际落地场景。这让市场觉得公司不是单纯「炒AI概念」,而是有业务对接的可能性。值得一提的是,义合控股","text":"义合控股入局AI,短期怎操作? 作者:古天后 义合控股(1662.HK)在9月16日晚连发两份公告:一份是配售新股集资约3,500万港元,另一份则是斥资1,500万港元收购香港AI/HPC公司Trio AI的控股权(51.73%)。如果把这两单交易连起来看,可以理解成为公司正尝试摆脱传统「地基工程股」的单一形象,向「建筑+AI+云算力」混合定位转型。这对市场的讯号相当明显:义合要把自己从建筑承包的毛利困局中抽离,赋予「科技股想像力」。 1. 公告回顾 公告一: 配售新股。以每股2.35港元配售不超过1,500万股,净集资约3,497万港元,折让约9–13%,稀释幅度约3%。主要用途正是支付Trio AI的收购代价(1,500万港元),以及入股后GPU租赁与AI开发。 收购Trio AI:义合将控制一间香港AI云计算基础设施服务公司,计划将GPU能力投入于工程数据分析及外部服务,强调未来可能带来额外收入。 1. 市场化解读:正面影响在哪里? 首先是「估值标签」的转换。义合本来只是土木工程承包商,市值难突破,市场给的估值倍数偏低。如今「收购AI公司+GPU相关业务」这一动作,直接把它拉进市场最火的AI主题。对二级市场而言,这意味着估值的想像空间瞬间扩张。 以轻资本切入AI赛道。公司并非巨额豪赌,而是透过配售换来3,500万现金,仅用其中的1,500万买下TrioAI控股权,另外1,700万用于GPU租赁。这种「小投入撬大故事」的策略,既控制了风险,又能快速讲出一个新故事,对投资者来说,短期题材性更大。 另一个正影响是主营业务与AI的协同。工程数据庞大,若能透过AI优化设计、监控与预测性维护,确实有实际落地场景。这让市场觉得公司不是单纯「炒AI概念」,而是有业务对接的可能性。值得一提的是,义合控股","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/479396804334352","isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477719854924240,"gmtCreate":1757640574996,"gmtModify":1757641762524,"author":{"id":"4168576484496072","authorId":"4168576484496072","name":"小米顺","avatar":"https://static.tigerbbs.com/1e9f26f7c117eaac6088b7162d581376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168576484496072","authorIdStr":"4168576484496072"},"themes":[],"title":"减重新流派系列3: 中国减肥药市场:一场正在酝酿的「健康级爆发","htmlText":"减重新流派系列3: 中国减肥药市场:一场正在酝酿的「健康级爆发」 近年来,中国消费市场的热点正悄然发生转移。从以往「吃得好、玩得开心」,到如今愈发关注健康、体态与慢性病管理,消费者心态正驱动一场结构性的产业变革。根据市场研究,中国的瘦身产业在2023年已突破3,000亿元人民币规模,而整体体重管理市场更达到6,185亿元,并保持双位数的高速增长。表面上看,这是一场由审美需求催生的浪潮;但深入观察后会发现,背后其实是人口结构、医疗科技、政策导向与资本力量共同推动的结果。 中国超重与肥胖人口近年持续攀升,与饮食西化、久坐生活及人口老龄化息息相关。这不仅仅是外貌问题,更与糖尿病、高血压、心血管疾病等慢性病的高发率直接相关。因此,减肥早已超越单纯的「变瘦」或「好看」,而成为一种与医疗紧密挂钩的刚性需求。 更重要的是,年轻一代的消费者已将体态管理视为一种「功能性投资」——不仅提升健康水平,也关乎职场竞争力与社交自信。这种心态转变,使消费者更愿意接受高价位、订阅制甚至医疗级的长期解决方案。 GLP1新药:从边缘走向主流的关键推手 过去,减肥药市场在中国并未被主流医疗体系所重视,主要原因是药效有限、风险不明或副作用明显。然而,GLP1类药物的出现彻底改变了局面。 以semaglutide(Wegovy/Ozempic)与tirzepatide为代表的长效肽类药物,已经在临床实验与实际应用中展示出15%甚至更高的体重下降幅度。对许多超重或肥胖人群而言,这不仅是一种美学选择,更是能够改善代谢健康、降低并发症风险的突破性疗法。 同时,药企之间的竞争愈发激烈。外资药厂率先打开市场,本土制药企业则加速开发仿制品与改良型药物,例如更便利的口服剂型或小分子方案。随着专利到期与本土供给增加,价格将不可避免地下探,让更多消费者能够负担。这种「可及性提升」将直接推动市场规模爆发。 除了药效本身,数字化与跨界","listText":"减重新流派系列3: 中国减肥药市场:一场正在酝酿的「健康级爆发」 近年来,中国消费市场的热点正悄然发生转移。从以往「吃得好、玩得开心」,到如今愈发关注健康、体态与慢性病管理,消费者心态正驱动一场结构性的产业变革。根据市场研究,中国的瘦身产业在2023年已突破3,000亿元人民币规模,而整体体重管理市场更达到6,185亿元,并保持双位数的高速增长。表面上看,这是一场由审美需求催生的浪潮;但深入观察后会发现,背后其实是人口结构、医疗科技、政策导向与资本力量共同推动的结果。 中国超重与肥胖人口近年持续攀升,与饮食西化、久坐生活及人口老龄化息息相关。这不仅仅是外貌问题,更与糖尿病、高血压、心血管疾病等慢性病的高发率直接相关。因此,减肥早已超越单纯的「变瘦」或「好看」,而成为一种与医疗紧密挂钩的刚性需求。 更重要的是,年轻一代的消费者已将体态管理视为一种「功能性投资」——不仅提升健康水平,也关乎职场竞争力与社交自信。这种心态转变,使消费者更愿意接受高价位、订阅制甚至医疗级的长期解决方案。 GLP1新药:从边缘走向主流的关键推手 过去,减肥药市场在中国并未被主流医疗体系所重视,主要原因是药效有限、风险不明或副作用明显。然而,GLP1类药物的出现彻底改变了局面。 以semaglutide(Wegovy/Ozempic)与tirzepatide为代表的长效肽类药物,已经在临床实验与实际应用中展示出15%甚至更高的体重下降幅度。对许多超重或肥胖人群而言,这不仅是一种美学选择,更是能够改善代谢健康、降低并发症风险的突破性疗法。 同时,药企之间的竞争愈发激烈。外资药厂率先打开市场,本土制药企业则加速开发仿制品与改良型药物,例如更便利的口服剂型或小分子方案。随着专利到期与本土供给增加,价格将不可避免地下探,让更多消费者能够负担。这种「可及性提升」将直接推动市场规模爆发。 除了药效本身,数字化与跨界","text":"减重新流派系列3: 中国减肥药市场:一场正在酝酿的「健康级爆发」 近年来,中国消费市场的热点正悄然发生转移。从以往「吃得好、玩得开心」,到如今愈发关注健康、体态与慢性病管理,消费者心态正驱动一场结构性的产业变革。根据市场研究,中国的瘦身产业在2023年已突破3,000亿元人民币规模,而整体体重管理市场更达到6,185亿元,并保持双位数的高速增长。表面上看,这是一场由审美需求催生的浪潮;但深入观察后会发现,背后其实是人口结构、医疗科技、政策导向与资本力量共同推动的结果。 中国超重与肥胖人口近年持续攀升,与饮食西化、久坐生活及人口老龄化息息相关。这不仅仅是外貌问题,更与糖尿病、高血压、心血管疾病等慢性病的高发率直接相关。因此,减肥早已超越单纯的「变瘦」或「好看」,而成为一种与医疗紧密挂钩的刚性需求。 更重要的是,年轻一代的消费者已将体态管理视为一种「功能性投资」——不仅提升健康水平,也关乎职场竞争力与社交自信。这种心态转变,使消费者更愿意接受高价位、订阅制甚至医疗级的长期解决方案。 GLP1新药:从边缘走向主流的关键推手 过去,减肥药市场在中国并未被主流医疗体系所重视,主要原因是药效有限、风险不明或副作用明显。然而,GLP1类药物的出现彻底改变了局面。 以semaglutide(Wegovy/Ozempic)与tirzepatide为代表的长效肽类药物,已经在临床实验与实际应用中展示出15%甚至更高的体重下降幅度。对许多超重或肥胖人群而言,这不仅是一种美学选择,更是能够改善代谢健康、降低并发症风险的突破性疗法。 同时,药企之间的竞争愈发激烈。外资药厂率先打开市场,本土制药企业则加速开发仿制品与改良型药物,例如更便利的口服剂型或小分子方案。随着专利到期与本土供给增加,价格将不可避免地下探,让更多消费者能够负担。这种「可及性提升」将直接推动市场规模爆发。 除了药效本身,数字化与跨界","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/477719854924240","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}