港股早知道 | 特朗普将空袭伊朗能源设施时间再推迟10天；中芯国际去年收入增长16.2%；信达生物实现首个年度盈利_老虎社区_美港股上老虎

港股早知道 | 特朗普将空袭伊朗能源设施时间再推迟10天；中芯国际去年收入增长16.2%；信达生物实现首个年度盈利

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【今日头条】恒生指数：优化恒生科技指数主题要求的披露恒生指数公告，根据其指数编算方法，符合纳入恒生科技指数资格的成份股，其业务须与以下六大科技主题的任何一项高度相关：包括i)网络；ii)金融科技；iii)云端；iv)电子商贸；v)数码；或vi)智能化。为优化上述科技主题要求的披露及透明度，恒生科技指数的编算方法文件已在各项科技主题下加入相关的科技子主题，以更清晰界定各项科技主题的范畴。恒生科技指数...

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美国总统特朗普26日下午在社交媒体发文称，“应伊朗政府请求”，他将对伊朗能源设施的“摧毁”行动推迟10天，期限延至美国东部时间4月6日20时(北京时间4月7日8时)。特朗普称，相关谈判正在进行中，进展得“非常顺利”。日本据传考虑做空原油救日元随着“日本政府考虑在原油期货市场做空以干预汇市”的消息不断发酵，全球分析师都对这一破格想法表现出困惑、不解和看衰效果的观点。作为背景，本周一开始有消息称，由于常规干预工具在应对顽固通胀压力时效果减弱，日本正在权衡直接动用外汇储备在原油市场开空单打压油价，以此间接缓解日元贬值压力。中芯国际(00981)：2025年全年实现销售收入93.27亿美元 同比增长16.2%中芯国际发布业绩，中芯国际(00981)发布2025年年度业绩，该集团期内取得收入93.27亿美元，同比增加16.2%；归属于本公司拥有人的年内利润6.85亿美元，同比增加39%；基本每股收益0.09美元。2025年公司稳步实施产能扩建，折合8吋标准逻辑的月产能规模超过了100万片；全年实现销售收入93.27亿美元，同比增长16.2%，继续巩固全球纯晶圆代工企业第二位置；产能利用率增至93.5%，同比增长8个百分点；在折旧大幅增长的情况下，毛利率增至21%，同比增加3个百分点。2025年，公司持续保持高研发投入，研发投入7.74亿美元，占销售收入8.3%。在外部环境无重大变化的前提下，公司给出的2026年指引为：销售收入增幅高于可比同业的平均值，资本开支与2025年相比大致持平。海尔智家：拟以30亿-60亿元回购A股股份海尔智家公告称，公司拟使用自有资金和/或自筹资金，以集中竞价交易方式回购A股股份，回购金额不低于30亿元且不超过60亿元，回购价格不超过35元/股。本次回购股份将用于员工持股计划，若未能在回购完成后的36个月内实施该用途，未使用部分将依法注销。回购期限为自董事会审议通过之日起12个月内。小鹏汇天飞行汽车电池量产下线：功率是电动车的10倍日前，小鹏汇天陆地航母飞行器动力电池的电芯量产下线。电芯由中创新航提供，电池pack包由小鹏汇天研发。该电池采用高镍掺硅电芯，能量密度达到量产的310Wh/kg，最大瞬时放电倍率达25C，飞行时的持续功率输出约是电动汽车的10倍。据了解，该款动力电池也是首个同时满足汽车法规和适航要求双认证的动力电池。涉及港股小鹏汽车-W(09868)。中国海洋石油(00883)公布2025年业绩 归母净利润1220.82亿元 同比减少11.5% 末期息每股0.55港元智通财经APP讯，中国海洋石油(00883)公布2025年业绩，实现营业收入人民币3982.2亿元，同比减少5.3%；归属于母公司股东的净利润1220.82亿元，同比减少 11.5%；每股盈利2.57元，末期股息每股0.55港元(含税)。3月26日，中国海油在香港举行业绩说明会，中国海油高级副总裁、首席财务官穆秀平在会上介绍了公司2026年的经营目标。其表示，中国海油将专注油气主业，持续追求有效益的产量，今年全年产量目标为780—800百万桶油当量。在支持产量稳步增长的同时，2026年资本支出预算保持稳定，为1120亿—1220亿元人民币。中国移动(00941)发布年度业绩，股东应占利润1370.95亿元 同比减少0.9%智通财经APP讯，中国移动(00941)发布截至2025年12月31日止年度业绩，该集团取得营业收入人民币10501.87亿元(单位下同)，同比增加0.9%；公司股东应占利润1370.95亿元，同比减少0.9%；每股基本盈利6.35元，拟派发末期股息每股2.52港元。青瓷游戏(06633)年度净利润大增138%至1.22亿元 《最强蜗牛》长线运营显效+迪士尼IP合作开启新篇章智通财经APP讯，青瓷游戏(06633)发布截至2025年12月31日止年度业绩，集团收入人民币4.56亿元(单位下同)；毛利2.61亿元；净利润1.22亿元，同比增长138%。天虹国际集团(02678)发布年度业绩，股东应占溢利9.13亿元 同比增加63.05%智通财经APP讯，天虹国际集团(02678)发布截至2025年12月31日止年度业绩，该集团取得收入人民币227.16亿元(单位下同)，同比减少1.4%；公司拥有人应占溢利9.13亿元，同比增加63.05%；每股盈利0.99元。中国平安(02318)发布年度业绩，归母净利润1347.78亿元 同比增长6.45%智通财经APP讯，中国平安(02318)发布截至2025年12月31日止年度的经审计业绩，该集团取得营业收入11403.24亿元；归属于母公司股东的营运利润1344.15亿元，同比增长10.30%；归属于母公司股东的净利润1347.78亿元，同比增长6.45%；基本每股营运收益7.66元，拟派发2025年末期股息每股现金人民币1.75元。美团-W(03690)发布年度业绩，收入同比增长8.1%至3649 亿元智通财经APP讯，美团-W(03690)发布截至2025年12月31日止年度业绩，该集团取得收入人民币3648.55亿元(单位下同)，同比增加8.1%。一拖股份(00038)：2025年营收108.23亿元 归母净利润8.12亿元一拖股份公告称，2025年营业收入108.23亿元，同比减少9.09%；利润总额9.36亿元，同比减少10.98%；归属于上市公司股东的净利润8.12亿元，同比减少11.94%。公司拟以总股本11.24亿股为基数，向全体股东每10股派发现金红利1.9746元，拟分派现金股利2.22亿元。2025年9月公司已实施半年度现金分红，合计派发现金红利0.77亿元，本年度预计派发现金分红2.99亿元，不进行资本公积金转增股本。北京控股(00392)发布年度业绩，股东应占溢利50.56亿元 同比减少1.31% 核心主业保持行业领先地位智通财经APP讯，北京控股(00392)发布截至2025年12月31日止年度业绩，该公司取得营业收入872.28亿元(人民币，下同)，同比增长3.76%；股东应占溢利50.56亿元，同比减少1.31%；每股基本盈利4.02元。拟派发末期股息每股77港分。先瑞达医疗-B(06669)公布2025年业绩，净利约1.19亿元 同比增长128%智通财经APP讯，先瑞达医疗-B(06669)公布2025年业绩，收益约6.45亿元，同比增长20.7%；毛利约4.76亿元，同比增长18.3%；年内溢利约1.19亿元，同比增长128%；每股基本盈利0.4元。【个股点晴】信达生物(01801)：2025年净利润8.136亿元，实现首个完整年度盈利智通财经APP讯，信达生物(01801)发布截至2025年12月31日止年度业绩，总收入130.415亿元(人民币，下同)，同比增长38.4%；自2019年首款产品上市以来，商业化规模快速扩张，充分反映出公司的前瞻性的战略布局和高效的商业化执行能力。公司实现了首个完整年度盈利。IFRS计量下净利润达到8.136亿元。在管理层讨论与分析中提到，公司在2025年实施了“双轮驱动”战略升级，肿瘤及综合产品线共同推动了业务增长。三项核心创新资产已进入或即将进入全球III期临床研究，为未来的增长奠定基础。公司产品组合已扩展至18款上市产品，其中12款已纳入中国国家医保药品目录(NRDL)，进一步巩固了市场地位。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}