Market Overview - The A-share market is currently leaning towards a pro-cyclical theme, with significant activity in the consumer sector driven by the liquor industry, including tourism, hotels, electronics, and dairy sectors showing notable gains [1][4] - The overall market saw a decline in major indices, with the Shanghai Composite Index down 0.06%, Shenzhen Component down 0.66%, and ChiNext Index down 1.71% as of the morning close [3] Liquor Sector Performance - The liquor sector has experienced a continuous rebound, with all stocks in the sector rising, particularly the stock of JiuGuiJiu (000799), which hit the daily limit and achieved two consecutive limit-ups [4][6] - JiuGuiJiu's market capitalization is reported at 20.623 billion, with a price increase of 10% to 63.47 [2] Investment Insights - The liquor industry is undergoing significant changes, with a focus on product matrix adjustments, channel upgrades, marketing strategies, and rational development goals [6][7][8][9][10] - Current market conditions indicate low expectations and valuations for the liquor sector, with leading companies exhibiting favorable dividend characteristics. Expected dividend yields for major liquor companies by 2025 are as follows: Yanghe (6.67%), Luzhou Laojiao (5.25%), Wuliangye (4.90%), Guojiao (4.54%), and Kweichow Moutai (3.95%) [11] - Analysts suggest that the liquor sector's price-to-earnings (PE) ratio may recover before earnings per share (EPS), with potential EPS turning points expected in the second quarter of 2026 [11] Consumer Electronics Sector - The consumer electronics sector has shown strong performance, driven by two main catalysts: the mass production of Apple's iPhone 17 and the launch of the first 8K panoramic drone by YingShi Innovation [12][14] - The Shanghai government has initiated a plan to accelerate the development of "AI + manufacturing," which aims to enhance collaboration between consumer electronics and AI companies, promoting innovation in smart consumer terminals [15]

Market Overview - The A-share market is currently leaning towards a pro-cyclical theme, with significant activity in the consumer sector driven by the liquor industry, leading to gains in tourism, hotels, electronics, and dairy sectors [1] - The overall market saw a half-day trading volume exceeding 1.53 trillion yuan, with the Shanghai Composite Index down 0.06%, the Shenzhen Component down 0.66%, and the ChiNext Index down 1.71% [3] Liquor Sector Performance - The liquor sector has shown a strong rebound, with all stocks in the sector rising, particularly the stock of JiuGuiJiu (000799), which hit the daily limit and achieved two consecutive limit-ups [4] - JiuGuiJiu's market capitalization is approximately 20.623 billion yuan, with a price increase of 10% to reach 63.47 yuan [2] Consumer Electronics Sector - The consumer electronics sector has recently performed strongly, driven by two main catalysts: the mass production of Apple's iPhone 17 and the launch of the first 8K panoramic drone by YingShi Innovation [14][15] - The sector's performance is also supported by the Shanghai government's initiative to accelerate the development of "AI + manufacturing," which aims to enhance collaboration between consumer electronics and AI companies [15] White Wine Industry Trends - The white wine industry is undergoing significant changes, focusing on product matrix diversification, channel upgrades, marketing strategies targeting new demographics, and rational development goals [6][7][8][9][10] - Major liquor companies are emphasizing low-alcohol, youth-oriented products and improving product quality to adapt to market trends [7] - The current market for white wine stocks is characterized by low expectations and valuations, with leading companies offering attractive dividend yields comparable to those in the banking, home appliance, and power sectors [11]

Core Viewpoint - Century Construction (00079.HK) is expected to report a turnaround from a loss of approximately HKD 24.6 million in the same period last year to an estimated profit of between HKD 1 million and HKD 3 million for the six months ending June 30, 2025 [1] Financial Performance - The anticipated profit is primarily due to expected fair value gains on financial assets, estimated to be between HKD 16 million and HKD 17 million, compared to a fair value loss of approximately HKD 12 million in the same period last year [1] - The shift from valuation loss to valuation gain is attributed to a significant increase in the market value of the group's investments in listed securities in Hong Kong and the United States [1]

世纪建业(00079)发布公告，相较于去年同期公司权益持有人应占未经审核亏损约港币2460万元，预期 截至2025年6月30日止六个月公司权益持有人应占未经审核溢利介于约100万港元至约300万港元。 预计扭亏为盈主要由于预期报告期间将取得约港币1600万元至1700万元范围内的按公平值计入损益的财 务资产的公平值收益，而非去年同期取得约港币1200万元的按公平值计入损益的财务资产的公平值亏 损。两个同期之间由估值亏损转为估值收益，主要由于集团持有的中国香港及美国上市证券投资市值大 幅增加所致。 ...

Core Viewpoint - The company, Century Construction (00079), anticipates a turnaround from a loss to a profit for the six months ending June 30, 2025, with expected profits ranging from approximately HKD 1 million to HKD 3 million compared to a loss of about HKD 24.6 million in the same period last year [1] Group 1 - The expected profit turnaround is primarily due to anticipated fair value gains on financial assets, estimated to be between HKD 16 million and HKD 17 million, compared to a fair value loss of approximately HKD 12 million in the same period last year [1] - The shift from valuation loss to valuation gain is attributed to a significant increase in the market value of the company's investments in listed securities in Hong Kong and the United States [1]

格隆汇8月14日丨世纪建业(00079.HK)公告，董事会会议将于2025年8月27日(星期三)假香港湾仔告士打 道151号资本中心9楼903室举行，旨在(其中包括)批准公司及其附属公司截止2025年6月30日止中期业绩 公布及考虑建议派发中期股息(如有)。 ...

於本公佈刊發日期，董事會包括七名董事，其中三名爲執行董事，即 曾昭武先生(行政主席)、曾昭婉女士及朱明德女士；以及四名獨立非 執行董事，即許人傑先生、劉沛榮先生、何婷媚女士及吳斌全先生。 董事會會議通告 世紀建業(集團)有限公司（「本公司」）董事會（「董事會」）宣佈， 董事會會議將於二零二五年八月二十七日（星期三）假香港灣仔告士 打道 151 號資本中心 9 樓 903 室舉行，旨在（其中包括）批准本公司 及其附屬公司截止二零二五年六月三十日止中期業績公佈及考慮建 議派發中期股息（如有）。 承董事會命 世紀建業(集團)有限公司 公司秘書 施得安 香港，二零二五年八月十四日 CENTURY LEGEND (HOLDINGS) LIMITED 世紀建業（集團）有限公司* (於百慕達註冊成立的有限公司) (股份代號: 00079) * 僅供識別 ...

格隆汇8月13日丨世纪建业(00079.HK)公布，公司透过CLSIL(公司全资附属公司)于2025年8月1日及11日 在公开市场购入共800股PLTR股份，买入平均价约为每股177.51美元，总购入价为142,008美元，等值约 港币1,107,660元（不包括交易成本）。 ...

世纪建业(00079)发布公告，公司透过CLSIL(公司全资附属公司)于2025年8月1日及11日在公开市场购入 共800股PLTR股份，买入平均价约为每股177.51美元，总购入价为14.2万美元，等值约110.77万港元(不 包括交易成本)。 ...

世纪建业(00079)发布公告，公司透过CLSIL(公司全资附属公司)于2025年8月1日及11日在公开市场购入 共800股PLTR股份，买入平均价约为每股177.51美元，总购入价为14.2万美元，等值约110.77万港元(不 包括交易成本)。 ...