Áªãüпƣ¨003022£©2025ÄêÖб¨¼òÎö£º¾»ÀûÈóÔö14.15% £¬Ó¯ÀûÄÜÁ¦ÉÏÉý RED LANDÍõÕßÈÙҫչλÈËÆø±¬Åï £¬ÍõÕß¼Ò×å¡°ËïÊÏÈýÐÖÃá±ÏÖ³¡·¢¸£Àû Ê׿ª¹É·ÝÁú»¢°ñÊý¾Ý£¨9ÔÂ5ÈÕ£© ÎÖ¸ñ¹âµç£ºÓ뾩¶«·½ÔÚ¶à¸öÓªÒµÁìÓòÕö¿ªÏàÖú ÉÏÊй«Ë¾²¢¹ºÖØ×éÐÂÇ÷ÊÆ£º´Ó¡°Âò¹æÄ£¡±µ½¡°ÇÀÊÖÒÕ¡± ¡¾ÒøºÓ·Ä·þºÂ˧¡¿¹«Ë¾µãÆÀØ­¿ªÈó¹É·Ý £ºÖÆÔìÓªÒµÎȽ¡ÔöÌí £¬¾»ÀûÂʸÄÉÆÏÔÖø STÖÇÖª(603869)6ÔÂ30Èչɶ«»§Êý1.41Íò»§ £¬½ÏÉÏÆÚïÔÌ­4.04% ¿µ¹Ú¿Æ¼¼ £ºÏÔÊ¾ÖÆÔìÓªÒµ³Ðѹ £¬Æð¾¢ÍØÕ¹Á¢ÒìÏÔʾ ¼ÓÃÜÇ®±ÒÉúÒâËùBullishÒ»Á¬µÚ¶þÈÕ´óÕÇ ¡°Ê§ËÙ¡±µÄ¸ñÁ¦µçÆ÷ £¬ÄÜ·ñ¸ÇסСÃ׺ͻªÎªµÄ¡°»ðÁ¦¡± £¿ Ðû²¼ÕÐļ֨ÕûͶ×ÊÈËÏ£Íû *STÐÂÔª¶àÖØÎ£º¦²øÉí ÕÐÉÌ֤ȯ¹ú¼Ê£º¶àÖØÀûºÃ´ß»¯»úеÈ˼°ÖǼÝÁ´ ÍÆ¼öÓűØÑ¡µÈÁúÍ·ÆóÒµ ÉϰëÄêÓªÊÕ20ÒÚÔª ÃÀµÄÖÃÒµÊ×´ÎÐûÅÉÖÐÆÚ¹ÉÏ¢ °ëµ¼ÌåÁúÍ·¹É £¬Ö÷ÒªÊÕ¹º £¬Í£ÅÆ£¡ A¹ÉÏÂÔÂÔõô×ß £¿ ÈýÆß»¥Ó飺ÏÖÔÚÒÑÔ¤Ô¼µÄ2025Äê°ëÄ걨Åû¶ÈÕΪ2025Äê8ÔÂ26ÈÕ ÓÖÒ»ÑëÆó½¨ÉèÇå½àÄÜÔ´ÓÐÏÞ¹«Ë¾£¡ 13Ö»°×¾Æ¹Éϵø ¹óÖÝę́1422.35Ôª/¹ÉÊÕÅÌ ÄÜ̯¼å±ý¡¢»á×ö¿§·È £¬»¹Äܵ¥¶Àı»®±ãµ±µê£¡ÍòÒÚ¼¶»úеÈËÊг¡ £¬¡°¾©¶«ÃÇ¡±ÕýÔÚ·­±¶Í¶Èë ¹úÁªÃñÉú֤ȯ¶­Ê³¤¼æ×ܲøðС²¨£º¹ØÓÚÖйú²Æ²úÖÎÀíÉú³¤Ë¼Ð÷µÄ˼Ë÷ Ììºç¹É·Ý£¨002419£©2025ÄêÖб¨¼òÎö£º¾»ÀûÈóͬ±ÈϽµ0.05% £¬¹«Ë¾Ó¦ÊÕÕË¿îÌåÁ¿½Ï´ó ²ð½â±±·½»ª´´µÄ¡°Ñз¢Ï½µ¡± £¬¿´ËüÔõÑù¡°»¨Ç®¡± º«¹ú8ÔÂÍâ»ã´¢±¸Ò»Á¬Èý¸öÔÂÔöÌí £¬´´½üÒ»ÄêÐÂ¸ß Íõ¹úÇ¿µ÷ÑÐÖд¬¼¯ÍÅÆìÏÂÖд¬¿Æ¼¼¡¢Öд¬º£ÖÛ¡¢Öд¬¾ÅÔº¡¢Æß©–ËÄËù °ÂÑŹɷݣºÆ¸ÓÿÂÜçŮʿΪ¹«Ë¾ÄÚÉóÈÏÕæÈË ¹ú³£»á£ºÉóÒéͨ¹ý¡¶Ò½ÁÆÎÀÉúÇ¿»ù¹¤³ÌʵÑ鼯»®¡· ²ÆÎñ²¿£º¼Ó¶¦Á¦´ó¾Ù¶ÈÖ§³ÖÌáÉýÌØÊâ½ÌÓýѧУ°ìѧÄÜÁ¦Ë®Æ½ ϰ½üƽÖ÷³ÖÖжíÃÉÔªÊ×µÚÆß´Î»áÎî A¹É £¬ÓÖ´óÕÇÁË£¡ÉÐÓиü´ó¿Õ¼ä £¿ ÈððÀÄ£¾ß£º¹«Ë¾¹É¼ÛµÄ²¨¶¯ÊܶàÖØÒòËØÓ°Ïì ÉæÏÓ¢¶Ï ÇøÓòÃñ±¬ÁúÍ·¿­Áú¹É·ÝÁ½¼Ò¿Ø¹É×Ó¹«Ë¾±»´¦·Ö ¿ìÊÖ-WÎçºóÕÇÓâ4% µÚ¶þ¼¾¶ÈÒµ¼¨ÁÁÑÛÇÒ¿ÉÁé±äÏÖ¼ÓËÙ ´ó»ª¼ÌÏÔ£º½µÖÐÉý¿Ø¹ÉÄ¿µÄ¼ÛÖÁ7¸ÛÔª ά³Ö¡°¹ÁÊÛ¡±ÆÀ¼¶ ÁÏÓ¯Àû³Ðѹ ÕûÌåÀ­Éý£¡A¹ÉÅ̺ó £¬ÀûºÃÀ´Ï®£¡ º£ÄÚÊ×¼Ò£¡ÖнðÁëÄÏÆÚ»õ˫ϵͳÐÅ´´Ë¢ÐÂÀֳɲ¢ÉÏÏß Ï¢Õù¸æ¿¢ºó £¬À­¿ËÀ¼?Ĭ¶à¿Ë½«ÕÆ¿ØÂ³çêÌØ?Ĭ¶à¿ËµÄýÌåµÛ¹ú Õñ»ªÖع¤£º¹«Ë¾½«¼ÓËÙ½¨Éè¸Û»úÏÖ´ú¹¤ÒµÏµÍ³ ±ÈÑǵÏÀîÔÆ·ÉÔ¤¸æ£º±¾ÖÜ £¬ÉÐÓÐÒ»Åú¡°ºÚýÌ塱½«±»ÆðËß Ð¡ÎÒ˽¼ÒÑøÀϽðÐÂÔöÈýÖÖÁìÈ¡Ìõ¼þ£¡¡°¿ª»§ÈÈ¡¢½É·ÑÀ䡱ÓÐÍû»º½â Ó¢¹ú½ð±ßծȯÊÕÒæÂÊÐø´´ÀúÊ·ÐÂ¸ß ²ÆÎñ¿ÉÒ»Á¬ÐÔµ£ÐļӾçÅ×ÊÛ³± DLocalµ¥ÈÕì­ÕÇ31%£¡Q2 EBIT³¬Ô¤ÆÚ »ã·áѸËÙÉϵ÷ÖÁ¡°ÂòÈ롱 ¼×¹ÇÎÄÐû²¼À©´óÓë¹È¸èÔÆµÄÏàÖú *STÔÆÍø£¨002306£©2025ÄêÖб¨¼òÎö£ºÓªÊÕÉÏÉý¿÷ËðÊÕÕ­ £¬¶ÌÆÚÕ®ÎñѹÁ¦ÉÏÉý °²»Õ·Ê¶«Å©´åÉÌÒµÒøÐб»·£65.7ÍòÔª£ºÉæÅ©´û¿îͳ¼ÆÓÐÎóµÈ 2025ÄêϰëÄêºê¹ÛÕ½ÂÔ±¨¸æ¡ª¡ª±ä¾ÖÉ £¬Ïà»ú¶øÐУ¨ÖУ©º£ÄÚ¾­¼ÃÕ¹Íû ÖØµãÏîÄ¿¼¯Öн»¸¶ ͬÐ˿Ƽ¼½ñÄêÉϰëÄê¾»ÀûÈóͬ±ÈÔöÌí166.07% É³ÌØÒ»Á¬µÚ¶þ¸öÔÂÉϵ÷¶ÔÑÇÖÞ¿Í»§µÄÔ­ÓÍÊÛ¼Û ÏÔʾ¶ÔʯÓÍÐèÇóµÄÐÅÐÄ Öйú½ðÈÚ×âÁÞ(02312.HK)7ÔÂβÿ¹É×ʲú¾»ÖµÔ¼Îª0.25¸ÛÔª ÄÍ¿Æ×°±¸£ºÀۼƻعº¹«Ë¾¹É·Ý656690¹É ǧÀï¿Æ¼¼£ºÉϰëÄê¹éĸ¾»ÀûÈó3117.08ÍòÔª £¬Í¬±ÈÔöÌí19%