前十大沽空偏离值排行 智通财经APP获悉，腾讯控股-R(80700)、华润啤酒-R(80291)、比亚迪股份-R(81211)上一交易日沽空比 率位于前三位，分别为100.00%、93.08%、90.31%。阿里巴巴-SW(09988)、小米集团-W(01810)、友邦 保险(01299)的沽空金额位居前三，分别为17.47 亿元、15.49 亿元、12.83 亿元。腾讯控股-R(80700)、比 亚迪股份-R(81211)、北京控股(00392)的偏离值位居前三，分别为48.36%、36.44%、32.35%。 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 腾讯控股-R(80700) | 45.96 万元 | 100.00% | 48.36% | | 比亚迪股份-R(81211) | 169.66 万元 | 90.31% | 36.44% | | 北京控股(00392) | 1039.53 万元 | 49.02% | 32.35% | | 瑞浦兰钧(00666) | 5493.85 万元 | 32.88% | 29.91% | | 海昌海 ...

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10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: | 2025年11月3日 | | | | I. 法定/註冊股本變動 不適用 | | | | | 備註： | | | | | Swire Pacific Limited 太古股份有限公司並無法定股本，及其股本並無股份面值。 | | | | 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 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 第 3 頁 共 10 頁 v 1.1.1 (B). 承諾發行發行人股份的權證 不適用 FF301 | 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 | | | --- ...

Core Insights - The new factory of Swire Coca-Cola in Zhengzhou officially commenced production on October 16, with a total investment exceeding 900 million yuan, expected to increase annual output by 150% to over 1 million tons, making it the first million-ton beverage super factory in Henan Province [1][2] Investment and Development - Swire Coca-Cola is one of the earliest foreign enterprises to invest in Henan, having established its first production line in Zhengzhou in 1996, and has since experienced rapid growth [1] - The company made its second major investment in 2010 by building a new plant in Luohe, which became one of the largest bottling plants for Coca-Cola in China at that time [1] - The recent investment in Zhengzhou represents the third significant capital increase by Swire Coca-Cola in Henan, marking the largest single investment in the entire China region as of that year [1][3] Technological Advancements - The new factory incorporates over 30 energy-saving and carbon-reduction measures, including a smart hot water center, intelligent cooling, and photovoltaic power generation [2] - The factory features an "intelligent robot sorting solution" that addresses the global challenge of automating the sorting of plastic-wrapped beverages, marking a world-first innovation [2] Economic Impact - The establishment of the new factory is seen as a strong indicator of international capital's confidence in Zhengzhou and its potential as a hub for foreign investment [2] - The factory is expected to enhance the modern food industrial chain in Zhengzhou and create new projects, technologies, and jobs, serving as a bridge between domestic and international markets [2] Future Outlook - Swire Coca-Cola anticipates that its total investment in mainland China will exceed 12 billion yuan over the next decade, with the Zhengzhou factory being the first of its world-class facilities [3] - Data from the provincial commerce department indicates that actual utilization of domestic and foreign funds in Henan has grown at an average rate of 5.6% annually over the past four years, reflecting increasing foreign interest in the region [3]

Core Insights - The new Coca-Cola factory in Zhengzhou, with an annual capacity exceeding 1 million tons, marks the first world-class facility in the company's 12 billion yuan investment plan in China [1] - The factory embodies sustainable practices and innovation accumulated over 60 years, emphasizing "green" and "smart" operations [1] Investment and Expansion - The Zhengzhou factory is part of Coca-Cola's broader investment strategy, which includes a 600 million yuan headquarters in Jiangbei and a beverage production base in Haikou, set to commence construction by the end of the year [5] - The company plans to upgrade production lines in various locations, including Guangxi and Hefei, and aims to launch new factories in Suzhou and the Guangdong Greater Bay Area by 2026 [5] Technological Advancements - The factory features high levels of digitalization, cloud technology, and automation, utilizing nearly 30 digital management systems to streamline operations from production to delivery [2] - Innovations include a smart sorting solution that addresses the global challenge of automating the sorting of plastic-wrapped beverages, marking a world-first achievement [3] Sustainability Initiatives - The Zhengzhou factory is designed to meet the highest international standards, including LEED Gold certification, and incorporates over 30 energy-saving and water optimization measures [4] - Coca-Cola has achieved 100% renewable energy supply in 11 factories in mainland China and has 12 factories recognized as national green factories [4] Market Performance - In the first half of 2025, Coca-Cola's revenue and sales in mainland China increased, driven by a diverse product portfolio, with carbonated drinks being a key growth driver [6] - The energy drink segment saw a 51% revenue increase, attributed to successful product launches and sales growth [7] Consumer-Centric Strategy - The company focuses on consumer preferences, adapting product offerings and marketing strategies to meet local tastes and demands across various channels [7] - Coca-Cola holds exclusive rights to produce, promote, and sell over 60 beverage brands in multiple regions, including mainland China, Hong Kong, Taiwan, and several Southeast Asian countries [7]

Core Insights - The opening of the new Coca-Cola factory in Zhengzhou marks the first project under Swire Coca-Cola's commitment to invest 12 billion yuan in China, with an annual production capacity exceeding 1 million tons [2][3] - The CEO emphasized the resilience and long-term potential of the Chinese market as a key driver for stable operations [2] - The Zhengzhou factory aims to integrate green and intelligent development principles throughout its operations to meet consumer demand for high-quality and diverse beverage options [2][3] Investment and Capacity Expansion - Swire Coca-Cola plans to invest over 12 billion yuan in mainland China over the next decade, primarily to expand production capacity [3] - The Zhengzhou factory, covering nearly 200 acres, represents an investment of no less than 900 million yuan [3] - The factory is designed to produce more beverages for regional consumers and serves as a model for sustainable and innovative practices [3][5] Sustainability and Innovation - The Zhengzhou factory is guided by international LEED Gold certification standards and incorporates over 30 initiatives for green and low-carbon development, including a smart hot water center and photovoltaic power generation [3][4] - The factory's energy-efficient systems, such as the multi-source energy supply and intelligent control, aim to reduce steam usage by over 60% [3] - Swire Coca-Cola has already achieved 100% renewable energy supply in 11 factories in mainland China and has 12 factories recognized as national green factories [5] Digital Transformation - The factory features over 30 digital systems that seamlessly connect various processes, enhancing efficiency and reducing energy consumption by 3% [4] - The upgraded Manufacturing Information System (MIS 2.0) is expected to improve production efficiency by 4% [4] Long-term Commitment - Swire Coca-Cola's investment strategy reflects a long-term commitment to sustainable development and innovation, with plans for additional factories in Hainan, Suzhou, and Guangdong by 2026 [6][7] - The company aims to create replicable sustainable development practices that contribute to high-quality industry growth [7]

Core Insights - The new Coca-Cola factory in Zhengzhou represents a significant advancement in beverage production efficiency, with an annual capacity of one million tons, marking it as the first of its kind in Henan province [1][4] - The beverage industry in China is undergoing a transformation, with new competitors like Heytea and Mixue Ice City challenging traditional bottled beverage companies [1][10] - The factory's advanced technology and automation are designed to enhance production efficiency and reduce labor, positioning the company to better respond to market demands [4][11] Company Overview - Zhengzhou Coca-Cola Beverage Company has completed three rounds of capacity expansion since its establishment, achieving nearly 4 billion yuan in revenue [1][8] - The new factory is part of a 12 billion yuan investment by Coca-Cola in China, showcasing the company's commitment to the Chinese market [7] - The factory features a "hive-style" intelligent layout, reducing manual labor and increasing operational efficiency [4][6] Industry Dynamics - The competition between bottled beverages and ready-to-drink options is intensifying, with companies like Mixue Ice City and Luckin Coffee gaining market share [10][11] - The shift in consumer preferences towards fresh and ready-to-drink beverages is reshaping the beverage landscape in China [10][11] - Zhengzhou Coca-Cola's strategy includes expanding its presence in instant retail and enhancing its distribution channels to compete effectively [11]

Core Insights - The Zhengzhou Coca-Cola plant, part of Swire Coca-Cola's commitment to invest 12 billion yuan in China, officially commenced operations, marking the first of its world-class factories in the country [2][4] - The new plant, covering nearly 200 acres and with an investment exceeding 900 million yuan, is expected to achieve an annual production capacity of over 1 million tons [2] - Swire Coca-Cola emphasizes its long-term commitment to the Chinese market, highlighting the importance of sustainable practices and innovation in its operations [2] Investment and Expansion Plans - Swire Coca-Cola plans to invest over 12 billion yuan in mainland China over the next decade, primarily to expand production capacity [4] - Upcoming projects include the Hainan beverage production base set to begin construction by the end of 2025, and new factories in Suzhou and Guangdong expected to be operational by 2026 [4] Technological and Environmental Features - The Zhengzhou plant incorporates over 30 green and low-carbon initiatives, guided by international LEED Gold certification standards, including smart water heating, intelligent cooling, and solar power generation [2] - The facility features more than 30 digital systems that enable seamless integration, utilizing sorting robots and automated guided vehicles (AGVs) for intelligent scheduling throughout the order, inventory, and shipping processes [2]

Core Insights - The Zhengzhou Swire Coca-Cola factory expansion project has officially commenced production, enhancing the company's capacity in China with an annual production capacity exceeding 1 million tons, aimed at meeting the diverse and quality demands of the beverage market [1][8] Group 1: Sustainability and Environmental Initiatives - The new factory is designed with a focus on "green" and "smart" principles, implementing over 30 energy-saving and water resource optimization measures, including a smart hot water center and photovoltaic power generation [3] - The factory aims to achieve LEED Gold certification, indicating adherence to high international green building standards [3] - Advanced water treatment processes are in place to support the company's strategic goal of increasing water resource utilization by 2030 [3] Group 2: Digital and Automation Advancements - The factory features international-level digitalization and automation, utilizing nearly 30 digital management systems and advanced production lines to create a smart collaborative network [4] - The upgraded Manufacturing Information System (MIS2.0) is expected to enhance production efficiency by 4% and reduce energy consumption by 3% [4] - The implementation of a smart robotic sorting solution addresses automation challenges in beverage packaging [4][7] Group 3: Strategic Importance and Future Plans - The Zhengzhou factory is the first of Swire Coca-Cola's 12 billion yuan investment plan in China, reflecting the company's commitment to long-term growth in the Chinese market [8] - Currently, Swire Coca-Cola operates 11 factories in mainland China that utilize 100% renewable energy, with 12 factories recognized as national green factories [8] - Future production bases in Hainan, Suzhou, and Guangdong are set to commence operations between 2025 and 2026, further expanding the company's capacity and sustainable manufacturing practices [8]

Core Insights - The Beijing Taikoo Li project, part of the Yiti Port expansion, has completed structural topping for all eight buildings, marking it as Swire Properties' largest investment in mainland China [1][8] - The project aims to become a new landmark for waterfront commerce in Beijing, with a total area exceeding 860,000 square meters [3][5] Project Overview - The Beijing Taikoo Li will include eight premium Grade A office buildings, a shopping center, a hotel, and green spaces, all seamlessly connected through indoor and outdoor walkways [3][5] - The project will feature the first "Taikoo Li" branded retail mall in mainland China, integrating with the existing Yiti Port shopping center to create a comprehensive retail destination of approximately 150,000 square meters [5][8] Design and Facilities - A significant highlight of the project is the public space named "Delphi," which spans 19,000 square meters and includes flexible workspaces, a multifunctional hall, and one of the largest banquet halls in the city [9] - The development will also offer a fully equipped gym, swimming pool, landscaped squares, gardens, and spaces for outdoor dining and social interactions, along with immersive cultural and artistic activities [9] Connectivity and Infrastructure - The project is strategically located along the Ba River, which is part of a 2.3-kilometer waterfront space demonstration section that connects various commercial landmarks [11] - By the end of this year, the Ba River will be navigable, opening a 15-kilometer waterway [11] Timeline and Certification - The construction of the project is progressing as planned, with LEED and WELL Platinum pre-certifications already obtained, and the exterior curtain wall of buildings 1 to 4 completed [8] - The phased opening of the project is scheduled to begin at the end of 2026 [8]

Core Points - The meeting between Liu Ning, the Secretary of the Provincial Party Committee, and the CEO of Swire Group, Jeremy Hsu, highlights the importance of Swire Group's investment in Henan and the potential for further collaboration in various sectors [1][2] - Henan is positioned as a significant economic province in China with a strong market potential, and the government is focused on stabilizing employment, enterprises, and market expectations while expanding both domestic and international openness [1] - The Swire Coca-Cola expansion project in Zhengzhou is seen as a key opportunity for enhancing production capacity and business expansion, contributing to Zhengzhou's development as an internationally influential consumer city [2] Summary by Sections Government Perspective - Liu Ning expressed gratitude for Swire Group's support in Henan's economic development and emphasized the province's rich resources, cultural heritage, and market potential [1] - The provincial government is implementing a "1+2+4+N" target system to stabilize the economy and enhance the business environment for foreign investments [1] Company Perspective - Jeremy Hsu acknowledged the support from Henan and expressed confidence in the commercial prospects of Zhengzhou, indicating a commitment to further explore cooperation opportunities [2] - The Swire Coca-Cola project is expected to improve production capacity and expand business operations, aligning with local development needs [2] Future Collaboration - There is an emphasis on deepening practical cooperation in sectors such as food, commerce, and logistics, with a focus on introducing innovative business models and diverse consumer scenarios to enhance overall competitiveness [1][2]