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8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: 新濠國際發展有限公司 呈交日期: 2025年9月4日 I. 法定/註冊股本變動 不適用 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) | 00200 | 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 | | 已發行股份總數 | | | 上月底結存 | | | 2,275,025,632 | | | | 2,275,025,632 | | 增加 / 減少 (-) | | | 0 | | | | | | 本月底結存 | | | 2,275,025,632 | | 0 | | 2,275,025,6 ...

智通财经APP讯，*ST苏吴(600200.SH)发布公告，公司股票9月2日盘中由跌停至涨停，振幅较大。公司 股票存在多重退市风险，可能存在非理性炒作迹象。敬请广大投资者理性投资、审慎决策，切勿盲目跟 风炒作，避免因公司股价波动造成投资损失。 2025年7月13日，公司收到中国证券监督管理委员会(简称"中国证监会")下发的《行政处罚事先告知 书》(处罚字〔2025〕58号)，认定公司虚增营业收入、营业成本和利润，2020-2023年年度报告存在虚假 记载，触及重大违法强制退市情形。公司目前存在控股股东大额资金占用尚未解决、控股股东所持股份 被全部冻结、医美产品独家代理解约并导致相关业务停滞等多重风险，同时存在财务类退市、面值退市 及重大违法强制退市等多重退市风险。公司2025年半年度业绩亏损。2025年半年度归属于上市公司股东 的净利润-4,441.78万元，比上年同期下降281.63%。请投资者注意投资风险。 ...

Group 1 - The core viewpoint of the report indicates that Macau's gaming revenue (GGR) reached a post-pandemic high in August, growing 12% year-on-year to MOP 22.2 billion, aligning with market expectations [1] - Compared to pre-pandemic levels, August's gaming revenue has recovered to 91% of the figures [1] - The report suggests that the performance in August reflects a turning point for the Macau gaming industry, driven by wealth effects and ample liquidity in the Hong Kong market [1] Group 2 - The company anticipates that the strong momentum will continue for some time, projecting a year-on-year growth of 15% in gaming revenue and 21% in EBITDA for the first quarter of next year [1] - In terms of stock recommendations, the company prefers Galaxy Entertainment and MGM China, with target prices set at HKD 54 and HKD 23 respectively [1] - Sands China is the second choice with a target price of HKD 24.5, all rated as "buy," while Melco International Development is rated as "sell" with a target price of HKD 4.5 [1]

Core Viewpoint - The Macau gaming sector shows strong performance with record monthly gross gaming revenue and increased tourist arrivals, indicating a positive outlook for the industry [1] Group 1: Gaming Revenue - Macau's gross gaming revenue for August reached 22.16 billion MOP, marking a new monthly high for the year, with a month-on-month increase of 0.14% and a year-on-year increase of 12.2% [1] - From January to August, the total gross gaming revenue amounted to 163.05 billion MOP, reflecting a year-on-year growth of 7.2% [1] Group 2: Tourist Arrivals - The Macau Public Security Police reported that the number of inbound tourists during the summer of 2025 (July to August) reached 7.68 million, averaging 123,000 visitors per day, which is a year-on-year increase of 15.2% [1] Group 3: Stock Performance - Major gaming stocks in Hong Kong saw gains, with SJM Holdings up 2.40%, Galaxy Entertainment up 2.14%, and Sands China up 1.29% among others [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Melco International Development, which rose over 14%, leading the gains in Macau gaming stocks [1] - Melco International Development reported a net revenue of HKD 19.965 billion for the six months ending June 30, 2025, representing a year-on-year increase of 12.38% [1] - The company achieved a profit attributable to shareholders of HKD 351 million, marking a turnaround from a loss in the previous year, with basic earnings per share of HKD 0.18 [1] Group 2 - The Macau hotel and tourism industry anticipates a boost in tourism due to upcoming major events such as the National Day Golden Week, the 15th National Games, and the Grand Prix, which are expected to drive visitor numbers close to 2019 levels [1] - Analysts suggest that the concentration of large events in Macau during the second half of the year will directly enhance tourist volume and stimulate gaming demand, providing fundamental support for gaming stocks [1]

新濠国际发展(00200)绩后高开逾12%，截至发稿，涨12.57%，报6港元，成交额1074.6万港元。 消息面上，8月29日，新濠国际发展发布截至2025年6月30日止6个月业绩，该集团期内取得净收益 199.65亿港元，同比增加12.38%；公司拥有人应占溢利3.51亿港元，同比扭亏为盈；每股基本盈利0.18 港元。 截至2025年6月30日止6个月，由于三间摩卡娱乐场将于2025年年底前结束营运，而余下三间摩卡娱乐场 将营运至澳门的批给届满日期，集团就摩卡娱乐场的商标确认减值2730万港元(截至2024年6月30日止6 个月：无)。此外，由于澳门新濠锋的表现未有改善，集团于截至2025年6月30日止6个月就若干物业、 厂房及设备(扣除无形资产之减值拨回)确认减值500万港元。 公告称，股东应占扭亏为盈主要可归因于截至2025年6月30日止6个月娱乐场及酒店营运的表现提升，惟 有关提升因业务活动增加导致经营成本上涨而被部分抵销。净收益增加主要是由于整体博彩及非博彩营 运的表现提升。 ...

截至2025年6月30日止6个月，由于三间摩卡娱乐场将于2025年年底前结束营运，而余下三间摩卡娱乐场 将营运至澳门的批给届满日期，集团就摩卡娱乐场的商标确认减值2730万港元(截至2024年6月30日止6 个月：无)。此外，由于澳门新濠锋的表现未有改善，集团于截至2025年6月30日止6个月就若干物业、 厂房及设备(扣除无形资产之减值拨回)确认减值 500万港元。 智通财经APP获悉，新濠国际发展(00200)绩后高开逾12%，截至发稿，涨12.57%，报6港元，成交额 1074.6万港元。 公告称，股东应占扭亏为盈主要可归因于截至2025年6月30日止6个月娱乐场及酒店营运的表现提升，惟 有关提升因业务活动增加导致经营成本上涨而被部分抵销。净收益增加主要是由于整体博彩及非博彩营 运的表现提升。 消息面上，8月29日，新濠国际发展发布截至2025年6月30日止6个月业绩，该集团期内取得净收益 199.65亿港元，同比增加12.38%；公司拥有人应占溢利3.51亿港元，同比扭亏为盈；每股基本盈利0.18 港元。 ...

Core Viewpoint - Suncity Group International Holdings Limited reported a net income of HKD 19.965 billion for the six months ending June 30, 2025, representing a year-on-year increase of 12.38% [1] - The company achieved a profit attributable to owners of HKD 351 million, marking a turnaround from a loss [1] - Basic earnings per share were HKD 0.18 [1] Financial Performance - The increase in net income was primarily driven by improved performance in both gaming and non-gaming operations [1] - The profit turnaround was mainly attributed to enhanced operations in the entertainment and hotel sectors, although rising operational costs partially offset these gains [1] Impairment and Valuation - The company recognized an impairment of HKD 27.3 million related to the Mocha casinos, which are set to cease operations by the end of 2025 [1] - Additionally, an impairment of HKD 5 million was recorded for certain properties, plants, and equipment due to the lack of improvement in the performance of the Suncity Group's properties [1]

Core Viewpoint - The company reported a net income of HKD 19.965 billion for the six months ending June 30, 2025, representing a year-on-year increase of 12.38% [1] - The profit attributable to shareholders turned positive at HKD 351 million, compared to a loss in the previous period [1] - Basic earnings per share were HKD 0.18 [1] Financial Performance - The increase in net income was primarily driven by improved performance in both gaming and non-gaming operations [1] - The company experienced a rise in operating costs due to increased business activities, which partially offset the gains from improved performance [1] Impairment and Valuation - The company recognized an impairment of HKD 27.3 million related to the Mocha casinos, which are set to cease operations by the end of 2025 [1] - Additionally, an impairment of HKD 5 million was recorded for certain properties, plants, and equipment due to the lack of improvement in the performance of the new casino [1]

Core Viewpoint - Suncity Group International Development (00200.HK) reported a net revenue of HKD 19.96 billion for the six months ending June 30, 2025, representing an increase of HKD 2.2 billion or 12.4% year-on-year, primarily driven by improved performance in both gaming and non-gaming operations [1] Financial Performance - The adjusted EBITDA for the period was HKD 5.37 billion, compared to HKD 4.49 billion in the same period last year [1] - The profit attributable to the company's owners was HKD 350.8 million, a significant turnaround from a loss of HKD 253.2 million recorded in the previous year [1]