Group 1 - The core viewpoint of the news is that Shenzhen Yantian Port Co., Ltd. has shown a mixed financial performance in the latest quarter, with a decrease in total revenue but an increase in net profit [1] - As of August 25, 2025, Yantian Port's stock price closed at 4.62 yuan, reflecting a 0.43% increase, with a trading volume of 864,500 hands and a transaction amount of 399 million yuan [1] - The company's latest quarterly report indicates total operating revenue of 171 million yuan, a year-on-year decrease of 14.04%, while net profit attributable to shareholders reached 313 million yuan, a year-on-year increase of 21.63% [1] Group 2 - The company has a current liquidity ratio of 7.374 and a quick ratio of 7.363, indicating strong short-term financial health [1] - Yantian Port has a debt-to-asset ratio of 23.49%, suggesting a relatively low level of financial leverage [1] - The company has made investments in 19 enterprises and participated in 277 bidding projects, along with holding 13 administrative licenses [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或 完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該 等內容而引致的任何損失承擔任何責任。 PCCW Limited 電訊盈科有限公司 （於香港註冊成立的有限公司） （股份代號：0008） 與聯想進行的持續關連交易 茲提述 2022 年 8 月公告。由於現有持續關連交易協議於 2025 年 8 月 11 日屆滿，本公 司（透過其附屬公司）已就 2025 年延長過渡服務協議達成協議，並於 2025 年 8 月 12 日訂立 2025 年服務協議，以為本集團與聯想集團之間提供相關服務及產品續期，期限 為截至 2028 年 8 月 11 日止三年。 聯想為電訊盈科網絡服務（本公司的附屬公司）的主要股東，故根據《上市規則》為 本公司附屬公司層面的關連人士。因此，聯想集團若干成員公司與本集團若干成員公 司於 2025年延長過渡服務協議及 2025年服務協議項下擬進行的交易構成本公司的持續 關連交易。 由於 2025年延長過渡服務協議及 2025年服務協議項下擬進行的交易為本集團若干成員 公司與本公司附屬 ...

Group 1 - The core viewpoint of the news is the financial performance and market activity of Yantian Port (000088) as of August 12, 2025, highlighting a mixed financial outlook with a decrease in revenue but an increase in net profit [1] - Yantian Port reported total operating revenue of 171 million yuan, a year-on-year decrease of 14.04%, while net profit attributable to shareholders was 313 million yuan, a year-on-year increase of 21.63% [1] - The company has a current ratio of 7.374, a quick ratio of 7.363, and a debt-to-asset ratio of 23.49%, indicating strong liquidity and low leverage [1] Group 2 - The stock price of Yantian Port closed at 4.61 yuan, with a trading volume of 388,100 hands and a transaction amount of 179 million yuan [1] - There was a net outflow of 24.32 million yuan in main funds, accounting for 13.62% of the transaction amount, with significant outflows from large orders [1] - Yantian Port has made investments in 19 companies and participated in 272 bidding projects, along with holding 13 administrative licenses [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 電訊盈科有限公司 | | | 呈交日期: | 2025年8月4日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00008 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 7,741,063,374 | | 0 | | 7,741,063,374 | | 增加 / 減少 (-) | | | 0 | | ...

Group 1 - InnoCare (02577.HK) has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is designed for efficient power supply in megawatt-level computing infrastructure [1] - The 800 VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100-1000 times increase in AI computing power [1] - The company's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V [1] Group 2 - China Ruyi (00136.HK) received a strategic investment of HKD 3.9 billion from Wuji Capital to accelerate business expansion and acquisition plans [2] - LEPU Biopharma-B (02157.HK) has authorized T-cell connector technology with an upfront payment of USD 10 million and potential milestone payments of up to USD 850 million [2] - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia [2] Group 3 - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of 58% [3] - Great Wall Motors (02333.HK) achieved approximately 104,372 vehicle sales in July, reflecting a year-on-year growth of 14.34% [3] - NIO-SW (09866.HK) delivered 21,017 vehicles in July [3]

Group 1: Company Earnings - PCCW (00008.HK) reported a revenue of HKD 18.922 billion for the first half, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [1] - Xinyi Solar (00968.HK) recorded a revenue of HKD 10.932 billion, a decrease of 6.5% year-on-year, with a net profit of HKD 0.746 billion, down 58.8% [2] - Xinyi Glass (00868.HK) had a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [3] - Xinyi Energy (03868.HK) reported a revenue of HKD 1.21 billion, an increase of 7.7% year-on-year, with a net profit of HKD 0.45 billion, up 23.4% [4] - DTXS Silk Road Investment (02510.HK) issued a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [5] - Lianhua Supermarket (00980.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 25-55 million [6] - Tibet Water Resources (01115.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 36 million, a year-on-year increase of about 300% [7] - Foton Motor (00420.HK) issued a profit warning, expecting a mid-term net profit of HKD 30.7 million, turning from loss to profit [8] - Hong Kong Travel (00308.HK) issued a profit warning, expecting a mid-term net loss exceeding HKD 70 million, turning from profit to loss [9] - Poly Property Group (00119.HK) issued a profit warning, expecting a mid-term net profit to decline by 40%-50% year-on-year [10] - Kefu Shan Group Holdings (08512.HK) issued a profit warning, expecting a mid-term net profit to decrease to approximately HKD 43-47 million [11] - Mobi Development (00947.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 32 million [12] - Changmao Biochemical Engineering (00954.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 24-27 million [13] - Yunyou Holdings (00484.HK) issued a profit warning, expecting a mid-term net loss to increase to approximately HKD 21 million [14] - Weiya Li (00854.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 15-25 million, turning from loss to profit [15] Group 2: Automotive Sales - BYD Company (01211.HK) reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [16] - Great Wall Motors (02333.HK) reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [17] - Li Auto (02015.HK) delivered 30,731 new vehicles in July [18] - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of approximately 58% [19] Group 3: Company News - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia, with a contract value expected to reach several billion USD [20] - InnoCare Pharma (02577.HK) partnered with NVIDIA to jointly promote the large-scale implementation of 800 VDC power architecture in AI data centers [21] - Zijin Mining (02899.HK) received parliamentary approval for the mining lease of the Akyem gold mine in Ghana, with a total transaction value of USD 1 billion [22] - Codex-B (02487.HK) received approval from the Hong Kong Department of Health for the listing of CU-40102 (topical finasteride spray) for the treatment of androgenetic alopecia [23] - Mixue Group (02097.HK) subscribed to a wealth management product from Pudong Development Bank, involving an investment of HKD 300 million [24] Group 4: Buyback Activities - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HKD 22.5922 million, with repurchase prices ranging from HKD 112.4 to 114.3 [25] - Vitasoy International (00345.HK) repurchased 1.844 million shares at a cost of approximately HKD 16.89 million, with repurchase prices ranging from HKD 9.14 to 9.17 [26]

Financial Performance and Key Metrics - PCCW reported a revenue increase of 7% to over US$2.4 billion and EBITDA growth of 6% to US$771 million [3] - HKT achieved a 4% revenue growth and a 3% increase in EBITDA, with adjusted fund flow also rising by 3% [3][11] - The overall EBITDA margin for HKT remained stable at 37% [11] - The net debt to EBITDA ratio improved to 4.17x compared to 4.2x a year ago [16] Business Line Performance - The OTT regional service recorded a 10% revenue growth and a 51% improvement in EBITDA [3][12] - View TV's revenue retreated in the first half due to event timing, but margins remained stable, with expectations for a rebound in the second half [3][4] - The talent management business saw increased international exposure for artists, contributing to overall performance [8][9] Market Performance - The OTT business maintained its leading position among Asian players, with a 19% year-on-year growth in paid subscribers [5][12] - Advertising revenue remained stable despite a soft consumer spending environment in Hong Kong [8][13] - The Free TV business revenue decreased to US$44 million from US$62 million last year due to fewer concerts and events [12][13] Company Strategy and Industry Competition - PCCW is focused on leveraging digital infrastructure and AI to enhance customer service and drive digital transformation for enterprises [3] - The company aims to optimize resource allocation and enhance viewer experience through a diversified content portfolio and expanded partnerships [5][6] - The strategy includes balancing Korean, Chinese, and local content to maximize returns [7] Management Commentary on Operating Environment and Future Outlook - Management acknowledged a challenging macro environment but emphasized a commitment to delivering high-quality services and profitable growth [2] - There are strong expectations for content performance in the second half, particularly with popular shows and concerts scheduled [7][9] - The company is optimistic about achieving positive cash flow in the OTT business in the coming months [6][12] Other Important Information - An interim dividend of HKD9.77 per share was declared, reflecting a prudent dividend policy [4] - The company reported a decrease in operating expenses by 5% to US$376 million, improving the ratio from 17.4% to 15.5% [13] - Capital expenditures fell by 3% to US$142 million, with a focus on efficiency [14] Q&A Session Summary - No specific questions or answers were documented in the provided content, indicating the end of the analyst briefing [17]

Financial Data and Key Metrics Changes - PCCW reported a revenue increase of 7% to over US$2.4 billion and EBITDA growth of 6% to US$771 million [3] - HKT achieved a 4% revenue growth and a 3% increase in EBITDA, with adjusted fund flow also rising by 3% [3][12] - The overall EBITDA margin for HKT remained stable at 37% [12] Business Line Data and Key Metrics Changes - The OTT regional service recorded a 10% revenue growth and a 51% improvement in EBITDA [3][13] - View TV's revenue retreated in the first half due to event timing, but margins remained stable, with expectations for a rebound in the second half [3][4] - The talent management business saw increased international exposure for artists, contributing to overall business performance [10] Market Data and Key Metrics Changes - The OTT business experienced a 27% growth in subscription and advertising revenue, despite softer syndication and event revenue in the Middle East [13] - Digital membership for View TV grew by over 4% to reach 3,300,000, reflecting a younger audience segment [9] Company Strategy and Development Direction - PCCW is focused on leveraging digital infrastructure and AI to enhance customer service and drive digital transformation for enterprises [3] - The company aims to maintain its market leadership in the OTT space by optimizing content offerings and expanding partnerships [4][5] Management Comments on Operating Environment and Future Outlook - Management acknowledged a challenging macro environment but emphasized a commitment to delivering high-quality services and achieving profitable growth [2] - There are strong expectations for content performance in the second half, particularly with popular shows and concerts scheduled [3][8] Other Important Information - An interim dividend of HKD9.77 per share was declared, reflecting a prudent dividend policy aimed at sustainable growth [4] - HKT's gross debt decreased to US$5.57 billion, indicating successful deleveraging efforts [16] Q&A Session Summary Question: What are the expectations for View TV's performance in the second half? - Management expects View TV's performance to rebound in the second half due to a lineup of popular shows and concerts scheduled [3][4] Question: How is the company addressing the challenges in advertising revenue? - The company is expanding monetization opportunities through AVOD tiers and optimizing content offerings to attract advertisers [6][14] Question: What is the outlook for HKT's digital transformation solutions? - HKT is experiencing strong demand for its digital transformation solutions, which is driving revenue growth [11]

智通财经8月1日电，电讯盈科(00008.HK)在港交所发布中期业绩，上半年收入189.22亿港元，同比增加 7%；净亏损4.45亿港元，同比收窄4%。 电讯盈科：2025上半年收入189.22亿港元 同比增加7% ...

电讯盈科(00008.HK)发布截至2025年6月30日止六个月的中期业绩，收益189.22亿港元，同比增加6.92%; 股东应占亏损4.45亿港元，同比收窄3.68%;每股基本亏损5.75港仙;拟派发中期股息每股9.77港仙。 本文源自：金融界AI电报 ...