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智通港股早知道 | 港交所(00388)将研究24小时交易机制 美联储会议纪要:关税对商品价格通胀构成上行压力
Zhi Tong Cai Jing· 2025-08-21 00:03
Group 1: Hong Kong Stock Exchange Developments - Hong Kong Stock Exchange (HKEX) CEO Charles Li stated that HKEX will research a 24-hour trading mechanism, taking into account international experiences and local market conditions [1] - HKEX plans to enhance its competitiveness through strategic investments in data platform optimization and trading settlement system upgrades [1] - The exchange is also exploring shortening the settlement cycle for the cash market, with a potential T+1 settlement system supported by its technology by the end of this year [1] Group 2: Market Overview - The S&P 500 index fell for four consecutive days, with the index closing down 0.24% at 6395.78 points [2] - Major technology stocks mostly declined, with Intel dropping approximately 7% [2] - The Nasdaq China Golden Dragon Index rose by 0.33%, with notable gains from Tiger Brokers and JinkoSolar [2] Group 3: Financial Regulatory Updates - The National Financial Regulatory Administration is seeking public opinion on the draft of the "Commercial Bank M&A Loan Management Measures," which includes provisions for equity acquisition loans [3] Group 4: Federal Reserve Insights - The Federal Reserve's July meeting minutes indicated a moderate GDP growth in the first half of the year, with a focus on inflation risks over labor market concerns [4] - There was a notable dissent among Fed officials regarding interest rate decisions, marking a significant moment since 1993 [4] Group 5: Corporate Earnings Reports - Alibaba Group announced plans to spin off its subsidiary, Zhaima, for an independent listing on the Hong Kong Stock Exchange [5] - Baidu Group reported a total revenue of RMB 327.13 billion for Q2 2025, a year-on-year decrease of 4%, while net profit increased by 33% to RMB 73.22 billion [8] - Huazhu Group's total revenue for Q2 2025 was RMB 64.26 billion, with a net profit of RMB 15.44 billion, reflecting a 44.7% year-on-year increase [9] - China Oriental Group expects a net profit increase of no less than 70% for the first half of 2025, projecting at least RMB 2.20 billion [10] - Lijun Pharmaceutical reported a net profit of RMB 12.81 billion for the first half of 2025, a 9.4% increase year-on-year [11] - BOSS Zhipin reported a net profit of RMB 7.16 billion for Q2 2025, a 69.87% increase year-on-year [12] - New World Development reported a significant increase in net profit to HKD 887 million, a 1076% rise year-on-year [13] - Yimuyou Group expects a net profit of no less than RMB 2.6 billion for the first half of 2025, representing a growth of over 90% [14] - Yongsheng Medical reported a net profit of HKD 51.63 million, a 55.1% increase year-on-year [15] - Lepu Biopharma achieved a revenue increase of 249.59% for the first half of 2025, marking its first profit [16] - Huya Technology expects a net profit of USD 30 million to 38 million for the first half of 2025, a significant increase from the previous year [17] - Kingsoft reported a net profit of RMB 816 million for the first half of 2025, a 20.41% increase year-on-year [18] - Zhong An Online reported a net profit of RMB 668 million, a 1103.54% increase year-on-year [19] - Yaoshi Bang reported a net profit of RMB 78.12 million, a 258% increase year-on-year [20] - Crystal International reported a net profit of USD 98.27 million, a 17% increase year-on-year [21] - Ocean Group expects a turnaround with a projected net profit of RMB 9.5 billion to 11 billion for the first half of 2025 [22] - Kingsoft Cloud reported an adjusted EBITDA of approximately RMB 725 million, a 672.62% increase year-on-year [23] Group 6: Pharmaceutical Developments - Heyou Pharmaceutical's IND application for a combination therapy for NSCLC has been approved by the CDE [24] - Shengbela reported a net profit of RMB 327 million, marking a turnaround from a previous loss, with significant growth in various business segments [25]
新鸿基公司发布中期业绩,股东应占溢利8.87亿港元 同比增加1076%
Zhi Tong Cai Jing· 2025-08-20 10:58
Core Insights - The company reported a total revenue of HKD 1.803 billion for the first half of 2025, a decrease of 3.96% year-on-year [1] - Total income increased to HKD 2.8 billion, reflecting a growth of 43.47% year-on-year [1] - Shareholders' profit attributable to the company reached HKD 0.887 billion, a significant increase of 1076% year-on-year [2] - Basic earnings per share were HKD 0.453, with an interim dividend proposed at HKD 0.12 per share [1] Financial Performance - The strong recovery in shareholders' profit was primarily driven by the investment management business, which benefited from an increase in project exits and improved market sentiment towards Chinese-related assets [2] - The investment management segment recorded a pre-tax profit of HKD 0.786 billion, compared to a loss of HKD 0.1475 billion in the same period of 2024 [2] - Performance improvements were noted across nearly all asset classes, including private equity, corporate holdings, hedge funds, special opportunity investments, and structured credit [2] Market Environment - Despite global market challenges due to tariff fluctuations and geopolitical tensions, the investment team achieved strong risk-adjusted returns [1] - The AI breakthroughs from DeepSeek in Hong Kong have rekindled global investor confidence, leading to a resurgence of capital inflow [1] - The Greater China region continues to face economic growth challenges due to weak domestic demand and ongoing structural reforms [1] Strategic Focus - The company emphasizes maintaining a robust balance sheet and ample liquidity as key priorities to capitalize on investment opportunities during market volatility [1] - Following a strategic transformation, the diversified complementary platform is increasingly generating synergies, driving recurring income growth and enhancing long-term shareholder value [1]
新鸿基公司(00086)将于9月19日派发中期股息每股0.12港元
智通财经网· 2025-08-20 10:56
智通财经APP讯,新鸿基公司(00086)公布,将于2025年9月19日派发中期股息每股0.12港元。 ...
新鸿基公司(00086.HK)上半年股东应占溢利8.87亿港元
Ge Long Hui· 2025-08-20 10:54
格隆汇8月20日丨新鸿基公司(00086.HK)公告,集团于2025年上半年的总收益为2,799.9百万港元(2024 年上半年:1,951.5百万港元)。公司股东应占溢利为887.0百万港元,同比增加10倍以上(2024年上半 年:75.4百万港元)。此强劲复苏主要由投资管理业务所带动,得益于项目的退出增加以及市场对中国 相关资产的情绪转趋乐观,该业务实现可观收益。每股基本盈利为45.3港仙(2024年上半年:3.9港 仙)。董事会宣布派发截至2025年6月30日止六个月的中期股息每股12港仙,与2024年上半年维持不 变。 ...
新鸿基公司(00086)发布中期业绩,股东应占溢利8.87亿港元 同比增加1076%
智通财经网· 2025-08-20 10:52
Core Viewpoint - The company reported a strong recovery in its financial performance for the mid-2025 period, driven by its investment management business, despite facing challenges from global market conditions and geopolitical tensions [1][2]. Financial Performance - Total revenue for the company was HKD 1.803 billion, a decrease of 3.96% year-on-year [1]. - Total income increased to HKD 2.8 billion, reflecting a significant rise of 43.47% year-on-year [1]. - Shareholders' profit attributable to the company was HKD 0.887 billion, showing an impressive increase of over 1076% compared to HKD 0.0754 billion in the first half of 2024 [2]. - Basic earnings per share were HKD 0.453, with a proposed interim dividend of HKD 0.12 per share [1]. Investment Management Business - The investment management segment recorded a pre-tax profit of HKD 0.786 billion, a turnaround from a loss of HKD 0.1475 billion in the same period of 2024 [2]. - The strong performance in this segment was attributed to an increase in project exits and improved market sentiment towards Chinese-related assets [2]. - Almost all asset classes, including private equity, corporate holdings, hedge funds, and special opportunity investments, showed improved performance [2]. Market Conditions and Strategic Focus - The company acknowledged the impact of weak domestic demand and ongoing structural reforms in the Greater China region on economic growth [1]. - Despite these challenges, the company maintained a robust balance sheet and ample liquidity, prioritizing investment opportunities during market volatility [1]. - The completion of the strategic transformation has led to a diversified and complementary platform, enhancing recurring revenue growth and long-term shareholder value [1].
新鸿基公司(00086) - 提名委员会职权范围
2025-08-20 10:51
提 名 委 員 會(「委 員 會」) 職 權 範 圍 1 成員 2 會議次數及程序 3 出席會議 4 職責與權力 委員會應獲提供足夠資源以履行其職責,包括在需要時尋求獨立專業意見以履行其職 責,費用由公司承擔。 1 (a) 委員會成員(「成員」)由本公司之董事會(「董事會」或「董事」)任命。委員會 須含不少於三名成員,當中至少一名為不同性別的董事。大部分成員應為獨立非 執行董事。 (b) 董事會可隨時通過決議案罷免、停任或撤換委員會的任何成員,屆時委員會將由 餘下或接任的委員會成員組成。 (c) 委員會主席須由董事會的主席或由董事會委任的獨立非執行董事出任。 (d) 委員會秘書由本公司之公司秘書出任。 (a) 會議按需要召開。 (b) 會議的法定人數須為兩名成員,其中一名須為獨立非執行董事。倘若委員會主席 未能出席任何委員會會議,出席會議的成員可自行推選一名成員主持該會議。 (c) 一項經委員會全體成員簽署的書面決議案,應等同該決議案在正式召集及舉行之 委員會會議上通過具同等效力及效果,而有關決議案可由一式多份,每份由一名 或多於一名成員簽署的文件組成。 (d) 除本職權範圍另有所指外,委員會之會議程序將受本 ...
新鸿基公司(00086) - 截至2025年6月30日止六个月之中期股息
2025-08-20 10:48
| 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 公告全部或任何部份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。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 新鴻基有限公司 | | 股份代號 | 00086 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至2025年6月30日止六個月之中期股息 | | 公告日期 | 2025年8月20日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.12 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.12 HKD | | 匯率 | 1 HKD : 1 HKD | | 除淨日 | 2025 ...
新鸿基公司(00086) - 2025 - 中期业绩
2025-08-20 10:45
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佈的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示,概不對因本公佈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。 截至 2025 年 6 月 30 日止 六個月之中期業績公佈 新鴻基有限公司(「本公司」或「新鴻基公司」)之董事會(「董事會」或「董事」)欣 然公佈本公司及其附屬公司(「本集團」)截至 2025 年 6 月 30 日止六個月之未經審 核簡明綜合業績如下: 簡明綜合損益賬 | | | 截止至六個月 | | | --- | --- | --- | --- | | | | 30/6/2025 | 30/6/2024 | | | | 未經審核 | 未經審核 | | | 附註 | 百萬港元 | 百萬港元 | | 利息收益 | | 1,715.8 | 1,817.7 | | 其他收入 | 4 | 87.4 | 59.8 | | 總收入 | | 1,803.2 | 1,877.5 | | 投資收益淨額 | 5 | 974.1 | 50.6 | | 其他收益 | 6 | 22.6 | 23.4 | | 總收益 | | ...
新鸿基公司(00086) - 董事会召开日期
2025-08-08 08:38
於本公佈日期,董事會成員包括: 執行董事: 李成煌先生 (集團執行主席) 、Antony James Edwards先生及Brendan James McGraw先生 ( 於 香 港 註 冊 成 立 之 有 限 公 司 ) (股份代號:86) 董 事 會 召 開 日 期 新 鴻 基 有 限 公 司(「 本 公 司 」) 董 事 會(「 董 事 會 」)謹 此 公 佈 , 本 公 司 將 於 2025年 8月 20日 ( 星 期 三 ) 舉 行 董 事 會 會 議 , 藉 以 ( 其 中 包 括 ) 批 准 本 公 司 及 其 附 屬 公 司 截 至 2025年 6月 30日 止 六個月的 中期業 績 及 刊 發 其 公 佈 , 以 及 考 慮 派 發 股 息 ( 如 有 )。 承 董 事 會 命 新 鴻 基 有 限 公 司 公 司 秘 書 李 斯 維 香 港 ,2025年8月8日 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 佈 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 ...
异动盘点0807|宜搜科技涨超12%,曹操出行早盘涨超15%;美股Shopify大涨21.97%
贝塔投资智库· 2025-08-07 04:00
Group 1 - Yisou Technology (02550) rose nearly 12.63% after announcing a share subscription agreement with Lightnet Pte. Ltd., acquiring approximately 1.23% equity for $5 million [1] - Maifushi (02556) fell nearly 2.28% despite a profit forecast of RMB 31.8 million to RMB 41 million for the six months ending June 30, 2025, a significant turnaround from a loss of RMB 820 million in the same period last year [1] - New World Development (00086) increased nearly 4.19% after announcing a profit forecast of no less than HKD 800 million for the six months ending June 30, 2025, compared to HKD 75.4 million in the same period last year [2] Group 2 - Cao Cao Travel (02643) surged nearly 15.68% after signing a strategic cooperation memorandum with Victory Securities to explore virtual asset tokenization and stablecoin applications [2] - Boan Bio (06955) dropped nearly 5.06% after announcing a placement of 48 million shares at HKD 16.42 each, aiming to raise approximately HKD 780 million for R&D and operational purposes [2] - Huaxing Capital Holdings (01911) rose nearly 6%, with a year-to-date stock price increase of 1.1 times, as it plans to invest $100 million in Web 3.0 and cryptocurrency assets [3] Group 3 - Cathay Pacific Airways (00293) continued to decline nearly 3% after a report indicated an 8.3% year-on-year increase in net profit for the first half of the year, but operating profit fell short of market expectations [3] - Keep (03650) rose over 10%, with a cumulative increase of over 22% this week, reporting an adjusted net profit of approximately RMB 10 million for the first half of the year [4] - Smoore International (06969) increased nearly 5%, with BAT's new tobacco product revenue growing 2.4% year-on-year, and Smoore is expected to benefit from this growth [4] Group 4 - Xiaomi Group-W (01810) fell over 4% after Nomura raised its target price by 79% to HKD 61 but downgraded its rating to "Neutral" due to limited upside potential [5] - Apple (AAPL.US) rose 5.09% after announcing a commitment to invest an additional $100 billion in U.S. manufacturing, bringing its total investment commitment to $600 billion [6] - McDonald's (MCD.US) increased 2.98% with second-quarter revenue growing 5.4% year-on-year to $6.84 billion, exceeding analyst expectations [6]