8月8日，中国光大控股(00165)盘中上涨2.71%，截至15:11，报9.48元/股，成交3.28亿元。 中国光大控股有限公司专注于跨境资产管理与私募股权投资，通过多个基金产品为中外投资者提供多元 化金融服务。公司旗下拥有多个高增长潜力企业，包括中飞租赁、光大安石、光大养老及特斯联，致力 成为中国跨境投资和资产管理的行业先行者。 截至2024年年报，中国光大控股营业总收入3.53亿元、净利润-17.68亿元。 8月28日，中国光大控股将披露2025财年中报。 本文源自：金融界 作者：行情君 ...

格隆汇8月4日丨中国光大控股(00165.HK)公告，于2025年8月4日，认购方（公司间接全资附属公司）向 光大焦点收益基金的受托人及基金经理提交赎回表格，据此，认购方拟赎回1,263,689.97个该基金的I类 美元单位，占该基金于本公告日期的I类单位总数约50.25%。预期赎回事项将根据基金文件的条款分为7 个批次进行。 董事认为赎回事项是变现集团部分投资的机会，从而为集团提供额外闲置资金，作为一般营运资金及未 来任何潜在投资之用。 ...

中國光大控股有限公司 CHINA EVERBRIGHT LIMITED （於香港註冊成立之有限公司） （股份代號：165） 關連交易 贖回光大焦點收益基金的權益 贖回事項 茲提述有關認購事項的先前公告。 董事會宣佈，於 2025 年 8 月 4 日，認購方（本公司間接全資附屬公司）向該基金之 受託人及基金經理提交贖回表格，據此，認購方擬贖回 1,263,689.97 個該基金之 I 類 美元單位，佔該基金於本公告日期之 I 類單位總數約 50.25%。預期贖回事項將根據 基金文件之條款分為 7 個批次進行。 贖回價為於交易日的估值時間該基金相關類別的資產淨值除以當時已發行的該類別 單位數目後得出的該基金每單位價格，四捨五入至小數點後兩位。根據該基金於緊 接本公告日期前一日的資產淨值，預期贖回金額將約 17,122,999.09 美元。贖回事項 完成後，認購方將不再持有該基金之 I 類美元單位。 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。 上市規則 ...

Group 1 - The stocks of Lianyi Technology-W (09959) fell by 6.17% [1] - OSL Group (00863.HK) experienced a decline of 4.10% [1] - Guotai Junan International (01788.HK) dropped by 3.45% [1] - China Everbright Holdings (00165.HK) decreased by 3.10% [1]

Group 1 - Jin Yong Investment (01328.HK) increased by 12.44% [1] - Standard Chartered Group (02888.HK) rose by 2.03% [1] - Victory Securities (08540.HK) saw a gain of 1.68% [1] - China Everbright Holdings (00165.HK) experienced an increase of 1.32% [1]

Market Performance - Today, Hong Kong stocks showed significant movements with various companies experiencing notable gains, including Now Medical Technology (02225) which rose over 5% after a partnership with David Medical to develop "Minimally Invasive 5.0" technology [1] - Semiconductor stocks also saw an uptick, with Huahong Semiconductor (01347) increasing by 4.12%, and SMIC (01347) rising by 3.11% [1][2] - Hong Kong Travel (00308) surged over 14%, doubling its stock price in less than a month, driven by speculation in the tourism industry [1] - Meituan-W (03690) rose over 3% as it led an investment in Star Sea Map, furthering its focus on embodied intelligence [1] - The insurance sector saw broad gains, with China Pacific Insurance (02601) up 4.88% and China Life Insurance (02318) increasing by 3.19% [1] Company-Specific Developments - Alibaba-W (09988) increased over 3%, although its investment in instant retail and delivery services may impact profitability, according to HSBC [2] - Qian Shi International (00381) skyrocketed by over 55% due to a proposed digital economy collaboration involving a stablecoin mechanism [2] - Stablecoin-related stocks rose, with Guotai Junan International (01788) up 9.13% and China Everbright Holdings (00165) increasing by 4.83% [2] - Yadi Holdings (01585) gained over 4% following the announcement of a new electric vehicle replacement program [3] - WuXi AppTec (02359) opened nearly 5% higher after announcing expected revenue exceeding 20 billion yuan and a projected doubling of net profit [3] Industry Trends - The electric vehicle sector is expected to see growth due to a new replacement program, which could accelerate industry expansion [3] - The rare earth sector is also experiencing upward momentum, with Jinli Permanent Magnet (06680) rising over 5% after major players announced price increases [3] - The biotechnology sector is witnessing positive developments, with Xiansheng Pharmaceutical (02096) gaining over 3% after a collaboration with Conade Biopharmaceuticals [2][3]

Group 1 - The core viewpoint of the article highlights the continued rise of stablecoin-related stocks in the Hong Kong market, with notable increases in share prices for companies like Derlin Holdings, OSL Group, Guotai Junan International, and China Everbright Holdings [1] - Derlin Holdings (01709.HK) saw a price increase of 4.76%, while OSL Group (00863.HK) rose by 2.51%, Guotai Junan International (01788.HK) increased by 2.20%, and China Everbright Holdings (00165.HK) went up by 1.11% [1] - The Shanghai State-owned Assets Supervision and Administration Commission held a meeting on July 10 to discuss the development trends and strategies for cryptocurrencies and stablecoins, emphasizing the integration of production and data [1] Group 2 - He Qing, the Secretary and Director of the Shanghai State-owned Assets Supervision and Administration Commission, pointed out the importance of exploring blockchain technology applications in cross-border trade, supply chain finance, and asset digitization [1]

Group 1 - The Hong Kong government is set to implement the "Stablecoin Ordinance" in August, which will establish a licensing system for fiat-backed stablecoin issuers in Hong Kong [1][2] - The Financial Secretary, Xu Zhengyu, indicated that the number of licenses issued will be in the "single digits," with expectations to receive applications after the ordinance takes effect [2] - There are currently at least nine institutions interested in applying for stablecoin licenses, including three that are part of the Hong Kong Monetary Authority's stablecoin issuer sandbox [2] Group 2 - Following the announcement, Hong Kong's stablecoin concept stocks saw significant gains, with notable increases in share prices for companies such as Guotai Junan International (+10.77%) and Yika (+9.87%) [3] - Stablecoins are expected to facilitate cross-border payments and reduce transaction costs, serving as a local currency alternative in specific regions [4] - Analysts from various securities firms suggest that the stablecoin market is expanding beyond cryptocurrency trading into broader payment applications, indicating a rapid increase in market size and trading activity [4]

Market Overview - The US stock market was closed on July 4th for Independence Day [1] Hong Kong Stock Market Highlights - Yum China (09987) rose over 3% after announcing the establishment of an innovation fund to convert operational needs into practical applications [2] - H&H International Holdings (01112) fell over 7%, expecting a 45% to 65% decline in net profit for the first half of the year [2] - China Rare Earth Holdings (03788) surged nearly 9% as it plans to spin off its gold business for independent listing on the Hong Kong Stock Exchange, potentially seeking financing before the spin-off [2] - Health Road (02587) jumped over 18% as its controlling shareholder voluntarily extended the lock-up period, focusing on digital health services [2] - Smoore International (06969) increased over 5% with the launch of Glo Hilo in Japan, maintaining high profit margins [2] - Tencent Music (01698) rose nearly 3% as institutions noted that recent acquisition plans would enhance overall content supply [2] - Jihong Co., Ltd. (02603) surged over 7%, with a projected net profit increase of over 55% year-on-year for the first half [2] - Solar stocks collectively declined, with Xinyi Solar (00968) down 4.86%, Fuyao Glass (06865) down 3.88%, New Energy (01799) down 3.19%, and Xinyi Glass (00868) down 2.64% [2] Other Notable Movements - Kuaishou-W (01024) rose over 3% as it plans to launch a live streaming initiative across multiple cities to create a collaborative ecosystem [3] - Gold stocks faced pressure, with Shandong Gold (01787) down 5.09%, China Gold International (02099) down 3.44%, Lingbao Gold (03330) down 2.68%, and Chifeng Jilong Gold (06693) down 2.33% [3] - China Shipbuilding Defense (00317) increased over 3% after the approval of a merger and acquisition restructuring plan, optimizing resources in the shipbuilding industry [3] - Medical device stocks saw a broad increase, with Spring Medical (01858) up 6.36%, Yongsheng Medical (01612) up 7.27%, Xinwei Medical-B (06609) up 3.55%, and Microneuroscience (02172) up 1.12% [3] - Some stablecoin concept stocks rose, with Victory Securities (08540) up 6.9%, Guotai Junan International (01788) up 5.15%, Yika (09923) up 2.59%, and China Everbright Holdings (00165) up 1.96% [3] - SF Express City (09699) rose nearly 7% amid intensified competition in the food delivery sector, with expectations of increased order volume [3] - HSSP International (03626) fell over 20% after being named by the Hong Kong Securities and Futures Commission for high stock concentration [3] Strategic Partnerships and New Listings - Shengye (06069) opened nearly 15% higher after forming a strategic partnership with Stand Robot to enhance its robotics industry chain [4] - Beverage stocks opened high, with Cha Bai Dao (02555) up 15%, Nayuki's Tea (02150) up 9.87%, Gu Ming (01364) up 5.77%, Hu Shang Ayi (02589) up 2.99%, and Mixue Group (02097) up 2.92% [4] - FWD Group (01828) had a flat opening on its first day of listing, being a life insurance company under Li Zeqiang's control [4]

Group 1 - Hong Kong brokerage stocks experienced significant upward movement, with Guotai Junan International (01788.HK) rising over 15% [1] - China Everbright Holdings (00165.HK) saw an increase of more than 5% [1] - Other companies such as Hongye Futures (03678.HK) and Guolian Minsheng (01456.HK) also experienced notable gains [1]