高盛发布研报称，将今年楼价升幅预测由5%提高至12%，料政府推出的签证及移民政策将带动需求。 另外，租金强劲增长（2023至25年间累升约两成），加上按揭利率下降，或令更多人"转租为买"。自 2024财年初撤辣后，交易成本大为降低，亦可能刺激投资需求。该行料未来政府政策将继续支持人口、 收入增长及住屋可负担能力。 股份方面，该行将恒基地产（00012）及信和置业（00083）评级由"沽售"一举升至"买入"，认为两者更 能受惠于香港住宅市场的上升周期，目标价分别大升至39港元及14.6港元，同时重申对新鸿基地产 （00016）的"买入"评级，目标价大升至159港元；3间公司的单位库存占市场整体约36%，并有不同新 项目正在推进。另外，该行将长实集团（01113）评级由"买入"降至"中性"，因其对香港物业市场的敞 口较小，目标价升至53港元。 受惠于资本市场活跃，该行预期今年核心中环区写字楼租金将同比升3%，其他地区则大致持平。不 过，该行对零售市场前景较为审慎，料租金仅温和增长2%，因来自港人外游及网购的竞争持续。 股份方面，该行将恒基地产（00012）及信和置业（00083）评级由"沽售"一举升至"买入"，认 ...

股份方面，该行将恒基地产(00012)及信和置业(00083)评级由"沽售"一举升至"买入"，认为两者更能受 惠于香港住宅市场的上升周期，目标价分别大升至39港元及14.6港元，同时重申对新鸿基地产(00016) 的"买入"评级，目标价大升至159港元；3间公司的单位库存占市场整体约36%，并有不同新项目正在推 进。另外，该行将长实集团(01113)评级由"买入"降至"中性"，因其对香港物业市场的敞口较小，目标价 升至53港元。 另一方面，该行降级九龙仓置业(01997)，由"买入"一举降至"沽售"，并降级领展房产基金(00823)评级 由"买入"下调至"中性"，因两者对零售业敞口较大，且各自面临公司层面的特定问题或其他结构性挑 战；目标价分别降至28港元及41.3港元。最后，该行将港铁公司(00066)评级由"中性"降至"沽售"，目标 价则升至36.1港元。 智通财经APP获悉，高盛发布研报称，将今年楼价升幅预测由5%提高至12%，料政府推出的签证及移民 政策将带动需求。另外，租金强劲增长(2023至25年间累升约两成)，加上按揭利率下降，或令更多 人"转租为买"。自2024财年初撤辣后，交易成本大为降低， ...

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。 MTR CORPORATION LIMITED 本公告以英文及中文發出。中、英文版如有任何歧義，概以英文版為準。 * 獨立非執行董事 ** 非執行董事 本公司 宣 布 將 於 2 0 2 6 年 3 月 1 2 日 ( 星 期 四 ) 舉 行 董 事 局 會議， 其中討論事 項包括 批 准 公 布 本 公司及其附屬公司截 至 2 0 2 5 年 1 2 月 3 1 日 止 年度的 經 審 核 業績及考慮建議 派 發 末期 股 息。 承 董 事 局 命 公 司 秘 書 馬琳 香港，2 0 2 6 年 2 月 2 0 日 於本公告日期 : 董事局成員： 金澤培博士 (主席) **、楊美珍 (行政總裁) 、包立賢*、陳振彬博士*、 鄭恩基*、許少偉*、劉麥嘉軒*、李惠光教授*、吳永嘉*、孫淑貞*、唐家成博士*、 黃幸怡*、黃冠文*、黃慧群教授*、許正宇(財經事務及庫務局局長)**、運輸及物 流 局 局 長 ( ...

Core Viewpoint - The company *ST Rongkong (000668.SZ) is currently unable to contact independent director Liu Changkun, who holds significant positions within the board, including member of the Strategic Decision Committee and Chairman of the Compensation and Assessment Committee [1] Group 1 - Liu Changkun's term was originally set from December 21, 2023, to December 20, 2026, and his departure will take effect upon the resolution of the shareholders' meeting [1] - The departure of Liu Changkun will not affect the company's normal production and operations, nor will it reduce the number of board members below the legal minimum [1] - Following Liu Changkun's departure, the proportion of independent directors on the board will fall below one-third, prompting the company to arrange for a supplementary election for the vacant independent director position [1] Group 2 - On February 13, 2026, the company held the sixteenth meeting of the eleventh board of directors, where it approved a proposal to elect Chen Xiaoxu as the candidate for the independent director position [1] - The term for the newly elected independent director will last from the date of approval at the second extraordinary shareholders' meeting until the end of the eleventh board's term [1]

Group 1 - The core point of the article is that ST Jinhong (000669.SZ) has received a notice from creditor Suzhou Qianhong Xinhui Information Technology Co., Ltd., applying for the company's restructuring due to its inability to repay due debts and lack of repayment capacity, despite having restructuring value [1] Group 2 - The creditor has filed the application with the Intermediate People's Court of Hengyang, Hunan Province, requesting the initiation of a pre-restructuring process [1]

Core Viewpoint - The "Yang Hai" project in Wong Chuk Hang, developed by Kerry Properties, Sino Land, and MTR Corporation, has successfully sold three units through a tender process for a total transaction amount of approximately HKD 190 million [1] Group 1: Sales Details - The sold units include three apartments located in Tower 1 (1B), specifically units on the 31st floor A, 10th floor A, and 31st floor B, with usable areas of 1,420 square feet, 1,420 square feet, and 941 square feet respectively [1] - The units feature designs of four-bedroom dual suites and three-bedroom one suite, all offering views of Deep Bay [1] Group 2: Project Performance - To date, the project has sold a total of 587 units, representing over 97% of the total inventory, with a cash collection amount exceeding HKD 14.7 billion [1] - Currently, only a limited number of three-bedroom, four-bedroom, and some top-floor specialty units remain available for sale [1]

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: | 香港鐵路有限公司 | | | 呈交日期: | 2026年2月4日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.2.0 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 第 2 頁 共 10 頁 v 1.2.0 FF301 FF301 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 | 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) | 00066 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | ...

Core Insights - The Guangzhou-Shenzhen-Hong Kong High-Speed Rail (GSHK) has become a vital transportation link between mainland China and Hong Kong, significantly enhancing cross-border commuting options for residents [1][2] - The rail service has seen a substantial increase in passenger volume, surpassing 100 million since its opening in September 2018, with a projected 30 million passengers in 2025, marking a 17% year-on-year growth [1][2] Group 1: Passenger Trends - Many young professionals, particularly those living in Shenzhen and working in Hong Kong, are utilizing the high-speed rail for daily commutes, indicating a shift in living and working patterns [1] - The high-speed rail has become a daily routine for many Hong Kong residents, reflecting the deepening integration between Hong Kong and mainland China [1] Group 2: Future Developments - The Hong Kong MTR Corporation has outlined three key focus areas for the GSHK's development by 2026: expanding tourism-related services, enhancing station facilities and service quality, and increasing network coverage to maximize the potential of the "one-hour living circle" [2] - Initiatives include promoting high-speed rail tourism, developing a "high-speed rail + air" intermodal transport model, and improving passenger experience through better facilities [2]

Core Viewpoint - *ST Rongkong (000668.SZ) forecasts a net profit of 25 million to 35 million yuan for the fiscal year 2025, marking a turnaround from a loss of 368 million yuan in the same period last year [1] Financial Performance - The net profit attributable to shareholders is projected to be between 25 million and 35 million yuan, compared to a loss of 368 million yuan in the previous year [1] - The net profit after deducting non-recurring gains and losses is also expected to be between 25 million and 35 million yuan, a recovery from a loss of 377 million yuan last year [1] - Basic earnings per share are estimated to be between 0.17 yuan and 0.24 yuan [1] Reasons for Performance Improvement - The primary reason for the turnaround is the significant provision for inventory impairment and investment property impairment recorded in the same period last year [1] - The company has sold properties from early development projects by its subsidiary, Beijing Rongfeng Real Estate Development Co., which have higher sales margins [1] - A decline in the selling price of the Changchun International Financial Center project has led to a reduction in the land value-added tax rate, allowing the company to reverse previously over-provided land value-added tax [1] - The substantial increase in revenue is attributed to intensified efforts in promoting property project sales [1]

| | 委員會 | 委員會 | 委員會 | 委員會 | 委員會 | 委員會 | 委員會 | 顧問小組 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 執行 | 審核及 風險 | 提名 | 薪酬 | 工程 | 環境及 社會責任 | 財務及 投資 | 科技 | | 董事局成員 | | | | | | | | | | 非執行董事 | | | | | | | | | | 金澤培 博 士 | | | M | M | | C | | | | (主 席 ) | | | | | | | | | | 許正宇 (財經事務及庫務局局長 ) | | | | M | | | M | | | 運輸及 物 流 局局長 | | | M | M | | | | | | (陳美寶) | | | | | | | | | | 發展局常任秘書長 (工 務 ) | | | | | M | | | M | | (劉俊傑 ) | | | | | | | | | | 運輸署署長 (李頌恩 ) | | M | | | | M | | | | 獨立非執行董事 | | | | | | | ...