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10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11月5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 ...

截至2025年10月31日收盘，新 和 成(002001)报收于24.3元，上涨0.04%，换手率0.96%，成交量29.03万 手，成交额7.02亿元。 董秘最新回复 投资者： 请问：山东新和成己二睛项目是否已经投产，目前项目进展到什么阶段？ 董秘： 尊敬的投资者您好！山东新和成己二睛项目是公司中试项目，项目进展顺利。谢谢！ 投资者： 尊敬的董秘，您好！贵公司7万吨蛋氨酸扩产项目目前进展如何？该项目是已经完成相关设 施、设备建设安装只待能评审批就可以投产还是需等能评审批通过后才能完成相关设施、设备建设安 装？ 董秘： 尊敬的投资者您好！公司7万吨蛋氨酸扩产项目已取得能评批复，进展顺利。谢谢！ 投资者： 尊敬的董秘，您好！贵公司在植保领域有什么具体规划？除了正在规划建设的草铵膦、精草 铵膦项目外，在农药、化肥等领域是否有产品规划？预计什么时候启动建设？ 当日关注点 来自交易信息汇总：10月31日主力资金净流入9037.75万元，呈现明显吸筹迹象。 董秘： 尊敬的投资者您好！公司8000吨维生素A（折50万IU）和6万吨维生素E（以50%粉计）都是化学 合成的。PPS的扩建项目，目前在项目推进中。谢谢！ 董秘： ...

Core Viewpoint - *ST Suwu is facing significant financial challenges, including a substantial decline in revenue and net profit, alongside risks of delisting due to stock price falling below 1 yuan and regulatory scrutiny for financial misconduct [1][2][4]. Stock Performance - As of October 31, 2025, *ST Suwu's stock closed at 0.99 yuan, down 6.6% from the previous week [1]. - The stock reached a high of 1.04 yuan and a low of 0.91 yuan during the week [1]. - The current market capitalization is 704 million yuan, ranking 151 out of 151 in the chemical pharmaceutical sector and 5161 out of 5163 in the A-share market [1]. Shareholder Changes - As of September 30, 2025, the number of shareholders decreased to 67,400, a reduction of 1.99% from June 30, 2025 [1][3]. - The average number of shares held per shareholder increased from 10,400 to 10,500, with an average holding value of 10,000 yuan [1]. Financial Performance - For the first three quarters of 2025, *ST Suwu reported a main revenue of 784 million yuan, a year-on-year decrease of 38.85% [1]. - The net profit attributable to shareholders was -87.468 million yuan, down 294.03% year-on-year [1]. - The third quarter alone saw a revenue of 148 million yuan, a decline of 63.93%, with a net profit of -43.0502 million yuan, down 308.72% year-on-year [1]. Regulatory and Legal Issues - The company received a notice from the China Securities Regulatory Commission regarding potential penalties for false financial reporting from 2020 to 2023, which may lead to mandatory delisting [2][4]. - The stock price fell below 1 yuan, which could trigger a delisting process if it remains below this threshold for 20 consecutive trading days [2][4]. - The company is also facing multiple risks, including financial and regulatory issues, with a significant amount of related party non-operating fund occupation reported [2][4]. Business Segment Performance - For the first nine months of 2025, the medical beauty and biotechnology segment generated 304 million yuan in revenue, a year-on-year increase of 52.78% [3]. - The pharmaceutical segment reported a revenue of 468 million yuan, a decline of 55.79% year-on-year [3].

Core Viewpoint - Jiangsu Wuzhong (ST Suwu) is facing imminent delisting risks due to significant financial misconduct and operational decline, with a potential forced delisting warning issued by the China Securities Regulatory Commission (CSRC) [2][5] Financial Performance - For the first three quarters, Jiangsu Wuzhong reported a net loss of 87.468 million yuan, with revenue decreasing by nearly 40% year-on-year, leading to a cumulative loss of 500 million yuan in undistributed profits [2][6] - The company's revenue for the first three quarters was 784 million yuan, a year-on-year decrease of 38.85%, with a net profit loss of 94.7225 million yuan after excluding non-recurring items [6][7] Legal and Regulatory Issues - The CSRC has identified Jiangsu Wuzhong's major violations, including failure to disclose the actual controller, inflating revenue and profits, and not reporting non-operating fund occupation by related parties [3][5] - The company has been under investigation since February, and its stock price has dropped 88% since then, with the latest closing price at 0.99 yuan [5][6] Operational Challenges - Jiangsu Wuzhong's core pharmaceutical business has seen a 55.79% decline in revenue, while its medical beauty segment, once seen as a growth driver, is now at risk due to the termination of exclusive distribution rights for its key product, AestheFill [7][8] - The company is experiencing severe cash flow issues, with operational capabilities severely hampered by the occupation of funds by related parties, which increased from 127 million yuan at the end of 2020 to 1.693 billion yuan by the end of 2023 [4][6] Shareholder Impact - As of September 30, Jiangsu Wuzhong had 67,400 shareholders, facing imminent delisting risks if the CSRC confirms the violations or if the stock price remains below 1 yuan for 20 consecutive trading days [8]

MACD金叉信号形成，这些股涨势不错！ 2025年10月31日，*ST苏吴（维权）(600200.SH)发布2025年第三季报。截至2025年10月30日，共有4个 机构投资者披露持有*ST苏吴A股股份，合计持股量达1.30亿股，占*ST苏吴总股本的18.26%。其中，机 构投资者包括苏州吴中投资控股有限公司、UBS AG、香港中央结算有限公司、绍兴商瑞进出口有限公 司，机构投资者合计持股比例达18.26%。相较于上一季度，机构持股比例合计上涨了0.63个百分点。 ...

Core Viewpoint - The company Xinhecheng (002001) is experiencing a decline in stock price despite a general market uptrend, raising concerns among investors about its operational status and upcoming financial disclosures [1][2]. Group 1: Stock Performance - As of October 28, 2025, Xinhecheng's stock closed at 23.36 yuan, down 0.64%, with a turnover rate of 0.8%, trading volume of 243,100 shares, and a transaction value of 569 million yuan [1]. - On the same day, there was a net inflow of 65.66 million yuan from major funds, indicating significant accumulation activity [3]. Group 2: Investor Communication - The company confirmed that its production and operations are normal, and the third-quarter earnings report is scheduled for release on October 29, 2025 [2]. - The company is open to external collaborations and evaluates each investment opportunity based on actual conditions, as evidenced by its joint ventures with DSM and Sinopec in specific sectors [2].

Core Viewpoint - Morgan Stanley's report indicates that Macau's gaming revenue for the first 26 days of October reached 20.4 billion MOP, with an average daily revenue of 785 million MOP, reflecting pent-up demand during the Golden Week due to previous disruptions from a typhoon and the Mid-Autumn Festival [1] Group 1: Industry Insights - The report suggests a significant upward trend in gaming revenue, with total revenue for October potentially reaching 23 billion MOP, marking a 71-month high [1] - Starting from December, due to a low base, the firm anticipates double-digit growth in gaming revenue, maintaining low double-digit increases into the first quarter of next year [1] Group 2: Company Ratings - The company is optimistic about Wynn Macau (01128), assigning an "Overweight" rating, expecting its Q3 performance to exceed expectations [1] - For the medium term, Galaxy Entertainment (00027) is also viewed positively, receiving an "Overweight" rating [1] - The company holds a negative outlook on SJM Holdings (00880) and Melco International (00200), assigning "Neutral" and "Underweight" ratings respectively, citing high valuations relative to fundamentals and limited shareholder returns over the next 12 months [1]

Core Viewpoint - Morgan Stanley reports that Macau's gaming revenue for the first 26 days of October reached 20.4 billion MOP, indicating a potential upward trend in gaming revenue due to pent-up demand from the Golden Week holiday [1] Industry Summary - The average daily gaming revenue for October is 785 million MOP, with last week's revenue accelerating to 793 million MOP, reflecting increased activity post-typhoon and mid-autumn festival [1] - The total gaming revenue for October could reach 23 billion MOP, potentially marking a 71-month high [1] - Starting from December, a low base is expected to drive double-digit growth in gaming revenue, continuing into the first quarter of next year with low double-digit increases [1] Company Summary - Wynn Macau (01128) is viewed positively in the short term, with an "Overweight" rating and expectations for third-quarter performance to exceed forecasts [1] - Galaxy Entertainment (00027) is also favored in the medium term, receiving an "Overweight" rating [1] - The outlook for SJM Holdings (00880) and Melco International (00200) is less favorable, with "Neutral" and "Underweight" ratings respectively, as their valuations are considered high relative to fundamentals, and shareholder returns over the next 12 months are expected to be limited [1]

Core Viewpoint - Morgan Stanley's research report indicates a significant potential upward trend in Macau's gaming revenue, with October's total revenue possibly reaching 23 billion MOP, marking a 71-month high [1] Group 1: Gaming Revenue Insights - As of October 26, Macau's gaming revenue reached 20.4 billion MOP, with an average daily revenue of 785 million MOP, showing an acceleration to 793 million MOP in the previous week [1] - The report suggests that the increased revenue may reflect pent-up demand during the Golden Week, as many players shortened their trips due to the typhoon and Mid-Autumn Festival [1] - Morgan Stanley forecasts that starting from December, gaming revenue is expected to record double-digit growth, maintaining low double-digit increases in the first quarter of next year [1] Group 2: Company Ratings - Morgan Stanley has a positive short-term outlook on Wynn Macau, assigning an "Overweight" rating, anticipating that its third-quarter performance may exceed expectations [1] - The firm also maintains an "Overweight" rating on Galaxy Entertainment, indicating a favorable mid-term outlook [1] - Conversely, Morgan Stanley is less optimistic about SJM Holdings and Melco International, assigning "Neutral" and "Underweight" ratings respectively, citing their valuations as high relative to fundamentals and limited shareholder returns over the next 12 months [1]

Group 1 - The stock price of *ST Suwu (600200) increased by 9.28% this week, closing at 1.06 yuan on October 24, 2025, with a total market capitalization of 754 million yuan [1] - The company is currently ranked 150 out of 150 in the chemical pharmaceutical sector and 5158 out of 5160 in the A-share market [1] Group 2 - The company is under investigation by the China Securities Regulatory Commission (CSRC) for suspected violations of information disclosure, leading to a formal investigation initiated on February 26, 2025 [2] - On July 13, 2025, the company received an administrative penalty notice, indicating that it engaged in trade activities with subsidiaries and related companies that lacked commercial substance, resulting in inflated revenue and profit figures from 2020 to 2023 [2] - The company’s 2024 annual financial report received a disclaimer of opinion, triggering financial delisting risk [3] - As of the end of 2023, the controlling shareholder's related party had non-operating fund occupation amounting to 1.6926071 billion yuan, which remains unresolved [3] - The net profit for the first half of 2025 was -44.4178 million yuan, a year-on-year decline of 281.63% [3] - The arbitration results regarding exclusive agency rights for medical beauty products are uncertain, contributing to multiple delisting risks for the company [2][3]