Group 1 - The top five gaining Chinese concept stocks at the close were: Zhengye Biology up 40.52%, China Recycling Energy up 25.42%, Zhongjin Ke Industrial up 21.48%, Antelope Holdings up 18.36%, and Mengyun Holography up 18.24% [1]

Group 1 - Nasdaq and S&P 500 indices reached all-time highs, with Intel rising over 5% and Chinese concept stocks increasing by 1.49% [1] - OPEC raised its global economic growth forecast for this year to 3% and expects tighter oil markets next year due to accelerating demand [1] - The U.S. July CPI year-on-year increased by 2.7%, remaining stable compared to the previous month, while the core CPI rose by 3.1%, slightly above expectations [1] Group 2 - Guizhou Moutai reported a net profit of 45.403 billion yuan for the first half of the year, representing a year-on-year growth of 8.89% [2][3] - The Chinese government is reportedly advising some companies to refrain from using Nvidia's H20 chips [1] - The Ministry of Finance and the State Administration of Taxation announced that express delivery companies will pay value-added tax based on "delivery services" income [2]

| 股份代號: | 02600 | | --- | --- | | 上市法國名稱: | 中國鋁業股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 13/07/2025 - 13/08/2025 | 增持后，中信证券资产管理有限公司最新持股数目为396,770,000股，持股比例由9.91%上升至10.06%。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買人 / 賣出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | --- | | | 原因 股份數目 | | | (請參閱上述 * 註 有投票權股 期 (日 / 月 / | | | | | | 理 份百分比 年) | | | | | | (%) | | CS20250812E00220 | 中信证券资产管理有限公司 1101(L) | 5,786,000(L) | HKD 6.6437 | 396,770,000(L) 10.06(L)11/08/2025 | 格隆汇8月13日丨根据联交所最新权益披露资料显示，2025年8月11日，中国 ...

Group 1 - The US Dollar Index (DXY) has fallen below 98, experiencing a daily decline of 0.49% [1]

格隆汇8月12日｜据彭博援引知情人士称，花旗集团首席执行官Jane Fraser正在墨西哥城与墨西哥总统 Claudia Sheinbaum举行会谈，内容包括花旗在当地的零售部门Banamex上市的可能性。 ...

Core Viewpoint - The company, 東瀛游 (6882.HK), anticipates a significant decline in net profit attributable to shareholders for the first half of the year, projecting approximately HKD 6 million, a year-on-year decrease of about 82% [1] Financial Performance - For the fiscal year 2024, the company expects a net profit attributable to shareholders of HKD 34.12 million, translating to earnings per share of 6.79 cents [1] - The substantial drop in expected profits is attributed to various factors, including geopolitical tensions and escalating international trade disputes impacting the global economy [1] Market Conditions - The evolving tariff situation has increased uncertainty, severely disrupting global trade and investment [1] - Rumors of a major earthquake in Japan in July led to a sharp decline in tourism demand, significantly affecting the company's revenue and gross profit from tourism-related businesses [1] Business Segments - Despite the challenges in tourism, the company's hotel business performed satisfactorily, although overall net profit for the first half of the year still saw a significant reduction [1] - The company reassured that the rumored earthquake on July 5 did not occur and was confirmed to be unfounded [1] Future Outlook - The company expects a gradual recovery in the number of tourists traveling from Hong Kong to Japan in the coming months [1] - There is optimism regarding the improvement of tourism-related business in the second half of the year, alongside continued strong performance in the hotel segment [1]

格隆汇8月12日｜瑞士运动品牌昂跑公布，第二季度销售额同比增长32%，达到7.492亿瑞士法郎，超过 分析师平均预期的7.053亿瑞士法郎；由于美元走软，录得调整后每股亏损0.09瑞士法郎，而去年同期每 股收益为0.14瑞士法郎，分析师预期每股收益为0.21瑞士法郎。 该公司预计全年净销售额至少为29.1亿瑞士法郎，高于之前预期的28.6亿瑞士法郎；预计调整后 EBITDA利润率将介于17%至17.5%之间，而之前预期为16.5%至17.5%。 ...

格隆汇8月12日丨唐人神(002567.SZ)公布，持有公司股份98,106,200股(占当前公司总股本1,433,051,393 股的比例为6.85%；占公司剔除回购专用账户8,713,500股股份后的总股本1,424,337,893股的比例为 6.89%)的5%以上股东大生行饲料有限公司(以下简称"大生行")，计划自本次减持计划披露之日起15个交 易日后的3个月内(2025年9月3日至2025年12月1日)，以集中竞价交易方式减持公司无限售条件流通股不 超过9,934,436股(占公司剔除回购专用账户8,713,500股股份后的总股本1,424,337,893股的0.70%)。 ...

Group 1 - The core point of the article is that Yonghe Zhikong (002795.SZ) announced the termination of a share transfer agreement due to the failure of Hangzhou Runfeng to pay the first installment of RMB 20.0015 million as per the agreement [1] - The share transfer agreement is deemed invalid and automatically terminated, resulting in no binding obligations for both parties from the outset [1] - The voting rights entrustment agreement signed between Hangzhou Runfeng and the actual controller, Cao De Li, will also become invalid upon the termination of the share transfer agreement, leading to the cessation of any control change transactions [1]

格隆汇8月12日丨鹏鼎控股(002938.SZ)公布，为满足全资子公司AVARY TECHNOLOGY (INDIA) PRIVATELIMITED(简称"印度鹏鼎")营运资金需求，同意公司向AVARY SINGAPOREPRIVATE LIMITED(简称"新加坡鹏鼎")增资7,000万美元，再由新加坡鹏鼎向印度鹏鼎增资7,000万美元(等值印度 卢比)。 ...