| 笔克远东(00752) | 2.900 | 2.960 | 1.37% | | --- | --- | --- | --- | | 东吴水泥(00695) | 9.580 | 9.990 | 1.32% | | 天虹国际集团(02678) | 5.720 | 5.720 | 1.24% | | 渣打集团(02888) | 204.200 | 204.400 | 1.19% | | 明梁控股(08152) | 0.088 | 0.088 | 1.15% | | 电能实业(00006) | 61.750 | 62.100 | 1.14% | | 太古股份公司Ａ(00019) | 77.550 | 77.600 | 1.11% | | 湾区发展(00737) | 1.900 | 1.920 | 1.05% | | 春城热力(01853) | 2.000 | 2.000 | 1.01% | | 硬蛋创新(00400) | 4.050 | 4.100 | 0.99% | | 健康１６０(02656) | 87.050 | 88.400 | 0.91% | | Ａ南方人民币(03122) | 189.800 | 18 ...

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: | 2026年1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: | Swire Pacific Limited 太古股份有限公司 | | | 呈交日期: | 2026年2月2日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註： | | | | Swire Pacific Limited 太古股份有限公司 (「公司」) 並無法定股本，及其股本並無股份面值。 | | | FF301 第 1 頁 共 11 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00019 說明 A股 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 778,988,000 0 778,988,000 增加 / 減少 (-) 0 0 本月底結存 778,988,000 0 77 ...

智通财经APP获悉，1月22日，商务部副部长兼国际贸易谈判副代表凌激主持召开英资企业圆桌会。凌 激指出，中国经济稳中有进、向新向优，为外资企业提供广阔发展舞台。"十五五"期间，中国将以服务 业扩大开放为重点，英国是服务贸易大国，欢迎英资企业抓住我国服务业自主开放的机遇，扩大消费、 绿色转型、科技创新等领域对华投资。中方将与英方一道推动服务业合作，打造两国经贸关系的新增长 点。 原文如下： 商务部召开英资企业圆桌会 1月22日，商务部副部长兼国际贸易谈判副代表凌激主持召开英资企业圆桌会。英国驻华贸易使节倪乐 思以及英中贸协、太古集团、汇丰银行、洲际酒店等30家英资企业和协会代表参会。商务部、海关总 署、金融监管总局有关司局参会并现场回应企业提出的问题诉求。 凌激表示，近年来中英经贸合作稳步增长，兼具韧性与活力。双方产业优势互补，应不断深化贸易投资 合作，坚持合作共赢，发挥经贸对中英关系的压舱石和推进器作用，共同维护公平合理的国际经贸秩 序。 倪乐思表示，经贸关系对英中关系十分重要，英国的现代产业战略与中国"十五五"规划建议十分契合， 有利于两国拓展合作领域。与会英资企业表示，中国市场潜力巨大，营商环境不断优化， ...

Most of us have heard the dictum "the trend is your friend." And this is undeniably the key to success when it comes to short-term investing or trading. But it isn't easy to ensure the sustainability of a trend and profit from it.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock alive.Inves ...

格隆汇1月22日｜香港本地地产股普涨，其中，希慎兴业涨超5%，九龙仓置业、嘉里建设涨超4%，九 龙仓集团、新鸿基地产涨超3%，太古股份公司B涨近3%，长实集团、信和置业、太古地产、太古股份 公司A涨超1%。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | --- | | 00014 | 岩慎兴业 | 0 | 5.37% | 21.600 | 221.83亿 | | 01997 | 九龙仓置业 | | 4.81% | 26.600 | 807.64亿 | | 00683 | 嘉里建设 | | 4.58% | 22.840 | 331.48 乙 | | 00004 | 九龙仓集团 | | 3.49% | 24.940 | 762.17亿 | | 00016 | 新鸿基地产 | | 3.36% | 113.900 | 3300.57亿 | | 00087 | 太古股份公司B | | 2.81% | 12.460 | 354.98亿 | | 01113 | 长实集团 | | 1.57% | 43.960 | 1538.5亿 | | 0 ...

Core Viewpoint - UBS reports that the performance of Hong Kong composite enterprises will be differentiated in 2025, driven mainly by asset sales and capital recovery activities, with investors shifting to valuing companies based on price-to-book ratios rather than dividend yields [1] Group 1: Company Ratings and Price Targets - UBS prefers Cheung Kong (00001) and Swire A (00019) among the covered stocks, giving Cheung Kong a "Buy" rating with a target price of HKD 58.8, raised from USD 83.4 and HKD 67 [1] - Swire is given a "Neutral" rating, with its target price reduced from HKD 74 to HKD 72.7 [1] Group 2: Financial Projections - UBS forecasts that Cheung Kong's basic net profit will grow by 3% year-on-year in 2025, a slowdown from the 11% growth seen in the first half of last year, with expected EBITDA growth in the port and retail businesses to decelerate in the second half [1] - For Swire, UBS estimates a 9.1% year-on-year increase in recurring basic earnings to HKD 10.1 billion, with a projected 5% rise in the final dividend [1] Group 3: Asset Management and Valuation - UBS believes that potential asset sales and possible spin-off plans could help Cheung Kong narrow its current 47% discount to net asset value, indicating that the current valuation is attractive [1] - Unlike Cheung Kong and Jardine Matheson, UBS sees limited room for corporate actions for Swire but expects continued improvement in its balance sheet this year, benefiting from growth in its real estate business [1]

Core Viewpoint - UBS reports that the performance of Hong Kong composite enterprises' stock prices will diverge in 2025, driven mainly by asset sales and capital recovery activities, with investors shifting to valuing companies based on price-to-book ratios rather than dividend yields [1] Group 1: Company Ratings and Price Targets - UBS prefers Cheung Kong (00001) and Swire Properties A (00019) among the covered stocks, with a "Buy" rating for Cheung Kong and a target price of HKD 58.8, raised from USD 83.4 and HKD 67 [1] - For Swire, UBS assigns a "Neutral" rating, lowering the target price from HKD 74 to HKD 72.7 [1] Group 2: Financial Projections - UBS anticipates Cheung Kong's basic net profit will grow by 3% year-on-year in 2025, a slowdown from the 11% growth seen in the first half of last year, with expected EBITDA growth in the port and retail sectors to decelerate in the second half [1] - UBS estimates Swire's recurring basic earnings will increase by 9.1% year-on-year to HKD 10.1 billion, with a projected 5% rise in the final dividend [1] Group 3: Asset Management and Valuation - UBS believes potential asset sales and possible spin-off plans could help Cheung Kong narrow its current 47% discount to net asset value, indicating that the current valuation is attractive [1] - Unlike Cheung Kong and Jardine Matheson, UBS sees limited room for corporate actions for Swire but expects continued improvement in its balance sheet this year, benefiting from growth in its real estate business [1]

Core Viewpoint - As of January 15, a total of 105 stocks reached their 52-week highs, with notable performers including 德莱建业 (01546), 东曜药业－Ｂ (01875), and 大森控股 (01580) achieving high rates of 78.00%, 51.36%, and 37.61% respectively [1]. Summary by Category 52-Week Highs - 德莱建业 (01546) closed at 0.355, with a peak of 0.445, marking a high rate of 78.00% [1]. - 东曜药业－Ｂ (01875) closed at 4.190, reaching a high of 4.450, with a high rate of 51.36% [1]. - 大森控股 (01580) closed at 0.275, with a peak of 0.300, achieving a high rate of 37.61% [1]. - 顺兴集团控股 (01637) and 怡园酒业 (08146) also showed significant increases, with high rates of 36.36% and 24.74% respectively [1]. Additional Notable Stocks - JBB BUILDERS (01903) reached a high rate of 24.12% with a closing price of 2.830 [1]. - 天臣控股 (01201) and 江苏创新 (02116) had high rates of 15.38% and 15.00% respectively [1]. - 万国黄金集团 (03939) and 竣球控股 (01481) also performed well, with high rates of 12.95% and 12.44% respectively [1]. 52-Week Lows - The report also noted stocks reaching 52-week lows, with 天彩控股 (03882) showing a low rate of -14.42% [3]. - 中国智慧能源 (01004) and 基石控股 (01592) followed with low rates of -13.64% and -12.86% respectively [3]. - 弘毅文化集团－旧 (02990) and 中原建业 (09982) also reported significant declines of -9.09% and -6.06% respectively [3].

1月6日早间，国泰航空在港交所公告，拟进行场外股份回购。于2026年1月5日（交易时段后）：国航已 通知公司，其已订立股份配售协议以出售108,080,000股股份，而出售事项预期将于股东特别大会举行前 完成；及国航与公司已签订修订及重述契约，以修订及重述国航已签署以公司为受益人的不可撤回承 诺，以反映国航于出售事项后的持股量。于出售事项及股份回购完成后，假设公司的已发行股份并无其 他变动，(i)太古公司的持股比例将由本公告日期之约43.09%增加至约47.65%，及(ii)国航的持股比例将 由约27.11%（即出售事项完成后的持股比例）增加至约29.98%。 ...

Group 1 - Major investment banks like Goldman Sachs, Morgan Stanley, and UBS are optimistic about the global stock market outlook for 2026, expecting double-digit gains in both developed and emerging markets due to strong earnings growth, declining interest rates, and reduced policy headwinds [1] - The United States is projected to maintain its position as the global growth engine, driven by a resilient economy and an AI-driven supercycle that is leading to record capital expenditures and rapid earnings expansion [1] - The momentum of the AI industry is spreading globally across various sectors including technology, utilities, banking, healthcare, and logistics, creating both winners and losers amid an already imbalanced K-shaped economy [1] Group 2 - Goldman Sachs has released a list of recommended stocks for investment based on the Earnings Revision Leading Indicator (ERLI), which includes companies such as AIA Group (01299.HK), Xiaomi Group-W (01810.HK), Lenovo Group (00992.HK), and Hong Kong Exchanges and Clearing (00388.HK) [1] - Other notable stocks on the list include China Ping An (02318.HK), Zijin Mining (02899.HK), Techtronic Industries (00669.HK), and China Pacific Insurance (02601.HK) [1] - Additional companies mentioned are ZTO Express-W (02057.HK), Luoyang Molybdenum (03993.HK), Hua Hong Semiconductor (01347.HK), and China Aluminum (02600.HK) [1]