太古地產有限公司 (於香港註冊成立的有限公司) (股份代號：01972) 公告 SWIRE PACIFIC LIMITED 太古股份有限公司 (於香港註冊成立的有限公司) (股份代號：00019 及 00087) SWIRE PROPERTIES LIMITED 太古地產有限公司 二零二五年第二季度 營運數據滙報 本滙報載述太古地產有限公司二零二五年第二季度若干營運數據資料。有關資料 乃根據內部管理紀錄編製，並未經外聘核數師審核或審閱。 1. 已落成投資物業 辦公樓物業 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。 | 主要物業 | 租用率 | | | | 租用面積 | | | 租金調幅 (1) | | | | | 最新租金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | (新簽訂或 ...

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: | Swire Pacific Limited 太古股份有限公司 | | | | 呈交日期: | 2025年8月1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 | 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 ...

Core Viewpoint - The article emphasizes the importance of timing and sustainability in short-term investing, highlighting that a solid trend can lead to successful investments if supported by strong fundamentals and positive earnings revisions [1][2]. Group 1: Stock Performance - Swire Pacific (SWRAY) has shown a solid price increase of 7.5% over the past 12 weeks, indicating investor confidence in its potential upside [4]. - The stock has also increased by 6.5% over the last four weeks, suggesting that the upward trend is still intact [5]. - SWRAY is currently trading at 88.5% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - SWRAY holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks with sufficient fundamental strength to maintain their upward trends [3]. - The article suggests that investors should consider other stocks that pass through this screening process, as well as explore various Zacks Premium Screens tailored to different investing styles [8].

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, showcasing Swire Group's diverse businesses in the quality life section [1] - Swire Group's China Chairman, Cheung Yat Tak, emphasized the company's commitment to sustainable practices and collaboration with partners in China's industrial chain to promote high-quality development [1] - Swire Properties presented the future development blueprint of Beijing Taikoo Li through a model, highlighting standards for high-quality commercial communities [1] Group 2 - Swire Coca-Cola is embedding sustainability into its entire research, production, and operation chain to achieve its net-zero emissions target by 2050 [2] - Swire Sugar is leading a new trend in healthy consumption with innovative products like natural sweeteners and tremella soup [2] - Cathay Pacific aims to enhance global aviation through improved route planning, service quality, and passenger experience, reaching 100 global passenger destinations in the first half of this year [2] Group 3 - Swire Group's various businesses are focused on deepening supply chain collaboration through innovation and sustainable practices, aligning with the new development pattern of "dual circulation" [2] - The company is committed to contributing value to China's economic and social development while responding to diverse consumer demands for a better life [2]

Group 1 - The third China International Supply Chain Promotion Expo showcased Swire Group's diverse businesses, emphasizing their commitment to high-quality consumer experiences and sustainable development [2][3] - Swire Group's participation reflects their confidence in the Chinese market and their long-term vision for building a sustainable and high-quality future [2][3] - Swire Properties presented the Beijing Taikoo Li project, highlighting its role in urban renewal and community building through a blend of culture and commerce [2][3] Group 2 - Swire Coca-Cola aims for net-zero emissions by 2050, embedding sustainability throughout its operations to reshape the beverage industry's low-carbon development model [3] - Swire Group's various subsidiaries, including Swire Sugar and Cathay Pacific, are innovating to meet health trends and enhance customer experiences, contributing to the overall growth of their respective industries [3][4] - The company plans to leverage its diversified business model to meet diverse consumer demands while promoting supply chain collaboration and sustainable practices [4]

Group 1: Major Contracts and Financial Performance - China Railway Group (00390.HK) recently won multiple major engineering contracts with a total bid amount of approximately RMB 91.2 billion, accounting for about 8.52% of the company's revenue under Chinese accounting standards for 2021 [1] - China People's Insurance Group (01339.HK) reported a total insurance premium income of RMB 452.46 billion from January to August 2022, representing a year-on-year growth of 9.89% [2] - China Coal Energy (01898.HK) announced that its coal sales volume in August reached 25.96 million tons, a year-on-year increase of 1.3%, while coal production was 10.92 million tons, up 22.3% year-on-year [3] Group 2: Share Buybacks and Stake Increases - Bohai Bank (09668.HK) announced that several employees plan to voluntarily purchase at least 25 million H-shares using their own funds, reflecting confidence in the bank's long-term business development [4] - China Communications Construction (01800.HK) disclosed that its controlling shareholder has cumulatively increased its stake by approximately 264.47 million H-shares, representing 1.64% of the company's total issued shares [5] - Shougang Holding (00697.HK) reported that its major shareholder has entered into an agreement to sell 728 million shares to Beijing Guoguan Investment Holdings, which will acquire about 10% of the company's total issued shares [6] Group 3: Market Activities and Corporate Actions - Jianye Real Estate (00832.HK) announced plans to repurchase shares in the open market based on market conditions [7] - China Pacific Insurance (02601.HK) reported cumulative original insurance business income of RMB 290.9 billion from January to August [8] - China Property & Casualty Insurance (02328.HK) reported a premium income of RMB 340.25 billion from January to August, reflecting a year-on-year growth of 9.8% [9]

数据统计显示，中证港股通回购指数近一个月上涨7.47%，近三个月上涨6.64%，年至今上涨16.06%。 据了解，中证港股通回购指数从港股通范围内选取50只回购比例较高的上市公司证券作为指数样本，以 反映港股通范围内高回购比例上市公司证券的整体表现。该指数以2018年12月28日为基日，以1000.0点 为基点。 从指数持仓来看，中证港股通回购指数十大权重分别为：汇丰控股（10.68%）、友邦保险 （10.64%）、腾讯控股（9.81%）、美团-W（7.89%）、快手-W（7.46%）、东岳集团（5.98%）、石药 集团（5.17%）、恒生银行（5.14%）、太古股份公司Ａ（4.99%）、中远海控（3.59%）。 从中证港股通回购指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通回购指数持仓样本的行业来看，金融占比26.46%、通信服务占比17.84%、可选消费占比 14.80%、医药卫生占比13.53%、房地产占比8.29%、工业占比6.27%、原材料占比6.13%、能源占比 3.31%、信息技术占比1.93%、主要消费占比1.44%。 资料显示，指数样本每季度调整一次，样本调整实施时 ...

Core Insights - The company is implementing a sustainable development strategy, focusing on water resource management and energy efficiency, achieving international recognition in these areas [3][4]. Group 1: Water Management - The Shanghai Shenmei Jinqiao factory processes approximately 50 tons of reclaimed water daily, supplying it to nearby enterprises at a cost significantly lower than local industrial water prices [1]. - The factory has a wastewater treatment capacity of 1,200 tons per day, achieving a 100% wastewater treatment efficiency [2]. - The company has received the AWS International Platinum Certification for sustainable water management, becoming the first bottling plant in the Coca-Cola China system to achieve this honor [3]. Group 2: Digitalization and Efficiency - The company utilizes digital tools to monitor water usage in real-time and optimize production processes, resulting in a production line efficiency improvement of over 4% [4]. - The introduction of an energy management system allows for real-time monitoring of electricity, water, and steam usage, leading to an estimated 3% energy savings [4]. - The new Suzhou Kunshan base, the largest single investment by the company in China, aims to reduce water usage per liter of beverage produced from 1.6 liters to 1.45 liters [4]. Group 3: Sales and Marketing Innovation - The company is promoting digitalization in sales through the "Le Xiao Tong" app, which incorporates generative AI to analyze historical sales data and provide data-driven marketing suggestions [5][6]. - The app enhances sales strategies by tailoring product recommendations based on consumer environments, thereby improving sales and turnover efficiency [6]. Group 4: Investment in Sustainable Logistics - The company plans to allocate part of its budget this year towards investing in new energy logistics delivery vehicles, emphasizing the importance of sustainable development in its business strategy [7].

Summary of Key Points Core Viewpoint - On May 13, 39 Hong Kong-listed companies conducted share buybacks, totaling 24.76 million shares and an amount of 321 million HKD [1][2]. Group 1: Share Buyback Details - AIA Group repurchased 3.72 million shares for 231.19 million HKD, with a highest price of 63.20 HKD and a lowest price of 61.75 HKD, accumulating a total buyback amount of 8.44 billion HKD for the year [1][2]. - Times Electric repurchased 750,700 shares for 24.87 million HKD, with a highest price of 33.20 HKD and a lowest price of 32.85 HKD, totaling 1.23 billion HKD in buybacks for the year [1][2]. - Swire Pacific A repurchased 300,000 shares for 20.97 million HKD, with a highest price of 70.00 HKD and a lowest price of 69.60 HKD, accumulating 1.66 billion HKD in buybacks for the year [1][2]. Group 2: Buyback Rankings - The highest buyback amount on May 13 was from AIA Group at 231.19 million HKD, followed by Times Electric at 24.87 million HKD [1][2]. - In terms of share quantity, the largest buyback was from COSCO Shipping Development with 5 million shares, followed by Ying Group and AIA Group with 4 million shares and 3.72 million shares respectively [1][2].

创新奇智 | 00338 | 上海石油化 工股份 | 110.80 | 134.26 | 1.220 | 1.200 | 7537.17 | | --- | --- | --- | --- | --- | --- | --- | | 02190 | 归创通桥 | 5.00 | 93.30 | 19.480 | 18.440 | 2724.31 | | 00418 | 方正控股 | 72.40 | 72.85 | 1.010 | 1.000 | 98.69 | | 06826 | 昊海生物科 技 | 3.00 | 69.22 | 23.250 | 22.950 | 8126.13 | | 00314 | 思派健康 | 12.80 | 55.75 | 4.420 | 4.320 | 4784.57 | | 01788 | 国泰君安国 际 | 44.10 | 48.19 | 1.100 | 1.080 | 803.78 | | 01477 | 欧康维视生 物-B | 8.90 | 46.15 | 5.200 | 5.174 | 1744.13 | | 02416 | 易点云 | 26.00 | 45.76 | 1. ...