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 | | | 致：香港交易及結算所有限公司 公司名稱: 爪哇控股有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 | 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) | 00251 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.1 HKD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 1,000,000,000 | HKD | | 0.1 HKD | | 100,000,000 | 本月底法定/註冊股本總額： HKD 100,000,000 FF301 第 1 頁 共 ...

Core Insights - 蓝丰生化 (002513) experienced a significant stock price increase, reaching the daily limit up, with a trading volume of nearly 1 billion yuan and a turnover rate exceeding 40% as of the midday close on October 13 [1] Trading Performance - The stock had previously seen a seven-day limit up streak followed by two consecutive days of limit down [1] - As of 11:28 AM, the stock price fluctuated with a peak increase of 20.57% from the opening price [2]

Market Overview - The A-share market experienced a strong opening on the first trading day after the National Day and Mid-Autumn Festival holidays, with all three major indices rising. The Shanghai Composite Index increased by 0.65%, surpassing 3900 points, marking a new 10-year high [1][2] - The Shenzhen Component Index and the ChiNext Index both rose over 1% [1] Sector Performance - The opening saw a collective surge in the non-ferrous metals and gold sectors, with notable stocks such as Shandong Gold and Sichuan Gold reaching new highs. The gold stock ETFs also saw significant gains, with one ETF rising by 7.43% and another by 9.64% [7][8] - Other sectors such as media and entertainment, transportation services, and tourism experienced pullbacks [2] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation amounting to 612 billion yuan, maintaining the operation rate at 1.40% [3] Hong Kong Market - The Hong Kong market opened high but saw a decline, with the Hang Seng Index and Hang Seng Tech Index both experiencing a drop of over 1%. The innovative drug sector faced significant pullbacks, with several companies dropping more than 5% [5] Gold Market Insights - The spot gold price surpassed $4000 per ounce, reaching a historical high, while COMEX gold futures rose by 1.42% to $3862.9 per ounce. The gold market is believed to be entering a "third wave" of price increases, driven by various geopolitical and economic factors [9][8] Nuclear Fusion Sector - The controlled nuclear fusion concept saw a strong rally, with several companies experiencing significant stock price increases. Recent advancements in fusion energy projects in China are contributing to positive market sentiment [11] Future Market Outlook - Several brokerages are optimistic about the overall market performance in the fourth quarter, highlighting a focus on technology sectors and specific cyclical stocks. The report suggests that technology growth will continue to be a key driver, with particular attention to AI applications and semiconductor manufacturing [12]

Core Viewpoint - On October 9, the stock of Lanfeng Biochemical experienced a significant drop, reaching its daily limit down, showcasing a "Heaven and Earth Board" phenomenon [1]. Group 1: Stock Performance - Lanfeng Biochemical's stock price fell by 8.75%, trading at 9.49, with a market capitalization of 3.4 billion [2]. - The stock had previously shown strong performance with seven consecutive days of gains before the drop [2]. Group 2: Trading Activity - The stock opened with a limit up before the decline, indicating high volatility in trading [2]. - The trading volume was notable, with a 12.74% turnover rate, reflecting active market participation [2].

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9月30日 | 狀態: | 新提交 | | --- | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | | 公司名稱: | 爪哇控股有限公司 | | | | 呈交日期: | 2025年10月2日 | | | | I. 法定/註冊股本變動 | | | | | 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) | 00251 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | HKD | | 0.1 | HKD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 ...

（ Incorporated in Bermuda with limited liability ） (Stock Code：251) Dear Non-registered Shareholders(i), S E A Holdings Limited ("Company") - Notice of Publication of 2025 Interim Report ("Current Corporate Communication") The English and Chinese versions of the Current Corporate Communication are available under the Investor Relations section of the Company's website at www.seagroup.com.hk and you can access the Current Corporate Communication under the sub-sections titled "Reports" and "Latest News/Announ ...

爪 哇 控 股 有 限 公 司* S E A HOLDINGS LIMITED （於百慕達註冊成立之有限公司） (股份代號：251) 二零二五年九月二十九日 各已登記股東： S E A Holdings Limited 爪哇控股有限公司（「本公司」） - 二零二五年中期報告（「本次公司通訊」）的刊發通知 本次公司通訊的英文及中文版本已載於本公司網站 www.seagroup.com.hk「投資者關係」一欄， 閣 下可於「財務報告」及「最新消息/公告」項下閱覽本次公司通訊。此文件亦已載於香港交易及 結算所有限公司（「香港交易所」）網站 www.hkexnews.hk。如 閣下已選擇收取公司通訊的印刷 本，隨本函附上本次公司通訊的印刷本。 公司通訊指本公司發出或將發出，按香港聯合交易所有限公司證券上市規則第 1.01 條所定義向任 何本公司股份持有人提供資料或供其採取行動之任何文件，包括但不限於： (i) 董事會報告、 年度賬目連同核數師報告以及（如適用）財務摘要報告；(ii) 中期報告及（如適用）中期摘要報告； (iii) 會議通告；(iv) 上市文件；(v) 通函；及 (vi) 代表委任表格。 若 閣下欲 ( ...

Financial Performance - Revenue for the six months ended June 30, 2025, was HKD 204.3 million, a slight increase from HKD 203.5 million in 2024, representing a growth of 0.4%[9] - Operating profit before fair value changes of investment properties was HKD 103.7 million, up from HKD 96.9 million in 2024, indicating a growth of 7.5%[9] - The group reported a loss attributable to shareholders of HKD 159,400,000, compared to a loss of HKD 72,000,000 in 2024, equating to a basic loss per share of HKD 0.265[51] - The company reported a loss of HKD 159,388,000 for the period, compared to a loss of HKD 72,046,000 in the previous year, indicating an increase in losses of 121.5%[106] - The company’s basic and diluted loss per share was HKD 26.5, compared to HKD 12.0 in the previous year, indicating a worsening of 120.8%[106] Asset and Equity Information - The net asset value attributable to shareholders as of June 30, 2025, was HKD 8.04 billion, with a net asset value per share of HKD 13.4[9] - As of June 30, 2025, the group's total assets in Hong Kong were valued at HKD 4,277.0 million, down from HKD 4,451.4 million at the end of 2024[52] - Total assets as of June 30, 2025, were HKD 9,318,864,000, a decrease from HKD 9,698,472,000 at the end of 2024, representing a decline of 3.9%[109] - As of June 30, 2025, total equity decreased to HKD 3,886,181,000 from HKD 3,923,454,000 as of December 31, 2024, reflecting a decline of approximately 0.95%[110] Investment Properties - The investment property at 1 Shouson Hill Road has a total floor area of approximately 22,000 square feet and is fully owned[24] - The property at 33 Old Broad Street in London has a net internal area of 191,165 square feet and is fully owned[32] - The total value of investment properties for the subsidiary in the UK was HKD 4,010,700,000 as of June 30, 2025, an increase from HKD 3,683,400,000 as of December 31, 2024[73] - The fair value change of investment properties resulted in a loss of HKD 102,665,000, with no such loss reported in the previous year[106] - The property investment segment reported external revenue of HKD 108,296,000, while the hotel operations segment generated HKD 82,165,000 in revenue for the six months ended June 30, 2025[122] Dividends and Share Information - The company declared an interim dividend of HKD 0.02 per share[9] - The board declared an interim dividend of HKD 0.02 per share for the six months ending June 30, 2025, consistent with the previous year[53] - The company declared dividends amounting to HKD 18,064,000 during the period[111] - As of June 30, 2025, the total issued shares of the company amounted to 602,122,726, with significant shareholdings by directors, including 446,392,255 shares held by director 呂榮梓, representing 74.14% of the issued capital[86] Financial Strategy and Market Outlook - The company is focusing on expanding its property portfolio in both Hong Kong and London, targeting high-value residential and commercial developments[9] - The strategic plan includes potential acquisitions to enhance the company's market position and asset base[9] - The company remains confident in Hong Kong's resilience and growth potential despite ongoing geopolitical tensions and trade uncertainties, aiming to seize optimal opportunities in a dynamic market[81] - The company has implemented appropriate economic stimulus measures in response to the geopolitical tensions and trade uncertainties affecting growth[77] Cash Flow and Financing - The net cash generated from operating activities was HKD 118,877,000, a decrease of 50.5% compared to HKD 239,618,000 for the same period in 2024[115] - The net cash used in investing activities was HKD 154,686,000, a significant decline from the net cash generated of HKD 358,512,000 in the previous year[115] - The financing activities resulted in a net cash outflow of HKD 632,558,000, compared to HKD 780,494,000 in the prior period, indicating a reduction of 19%[115] - The group has a committed revolving credit facility of approximately HKD 1 billion from seven well-known financial institutions, ensuring liquidity for future business development[69] Economic and Market Conditions - The global economic growth is projected to slow from 3.3% in 2024 to 2.8% in 2025, according to the International Monetary Fund[76] - China's economy grew by 5.2% in Q2 2025, slightly down from 5.4% in Q1, but still above market expectations[77] - The Hong Kong real estate market continues to face challenges, with slow recovery in property prices reflecting weak consumer sentiment[78] Corporate Governance - The company has implemented corporate governance principles in accordance with the listing rules, ensuring compliance and enhancing performance[83] - The board is responsible for maintaining effective risk management and internal control systems to protect shareholder interests and company assets[84] - The company emphasizes adherence to the Corporate Governance Code and the Listing Rules[177] - The company has established various committees, including the Audit Committee and the Remuneration Committee, to ensure effective governance[178]

Market Overview - A-shares opened lower and experienced fluctuations, with the ChiNext Index dropping over 1% and falling below 3200 points, while the Shanghai Composite Index and Shenzhen Component Index also showed slight declines [1] - The number of rising stocks slightly exceeded that of falling stocks, with trading volume showing a slight contraction trend [1] Sector Performance - The chemical fiber, wind power equipment, performance pre-increase, and energy metals sectors saw the largest gains, while consumer electronics, cloud services, chemical pharmaceuticals, and copper cable high-speed connections experienced the largest declines [1] Wind Power Industry Insights - International giants are optimistic about China's wind power construction, with Morgan Stanley noting that the industry has successfully reversed a vicious competition situation after a challenging period from 2022 to 2024 [5] - It is expected that the average annual new installed capacity during the "14th Five-Year Plan" period will exceed 110 GW, potentially reaching around 120 GW between 2028 and 2030 [5] - The establishment of a self-regulatory convention among 12 major wind turbine manufacturers has contributed to a more stable development of the wind power industry [5] - Wind power is becoming more attractive for investment compared to photovoltaic power due to favorable power curves and electricity price prospects [6] Chemical Industry Developments - The chemical sector showed collective gains, particularly in the chemical fiber direction, with significant increases in stock prices and trading volume [7] - After a "de-involution" inventory cycle in 2024, some sub-industries within the chemical sector are showing clear signs of profit recovery [10] - Prices for refrigerants have significantly increased, with R32, R134a, and R125 prices rising by 44.19%, 22.35%, and 8.33% respectively [10] - The modified plastics sector is experiencing rapid growth due to increased demand from humanoid robots and lightweight requirements in new energy vehicles [10] - The potassium fertilizer market is benefiting from reduced overseas supply and strong global demand, leading to substantial revenue growth for related companies [10][13]

Market Overview - A-shares opened lower and experienced fluctuations, with the ChiNext Index dropping over 1% and falling below 3200 points, while the Shanghai Composite Index and Shenzhen Component Index also showed slight declines [1] - The number of rising stocks slightly exceeded that of falling stocks, with trading volume showing a slight contraction trend [1] Wind Power Industry - Wind power concept stocks surged in the morning, with the sector index increasing over 5%, reaching a two-and-a-half-year high, and half-day trading volume exceeding the previous day's total [3] - Morgan Stanley reported a positive outlook for China's wind power industry, expecting an average annual new installed capacity of over 110GW during the 14th Five-Year Plan period, with potential to reach about 120GW between 2028 and 2030 [6] - The establishment of a self-regulatory agreement among 12 major wind turbine manufacturers has contributed to a more stable development of the wind power industry [6] - Wood Mackenzie forecasts unprecedented growth in the global wind power market over the next decade, with an expected new installed capacity of 170GW in 2025 [7] Chemical Industry - The chemical sector saw a collective rise, particularly in the chemical fiber segment, with the index increasing over 4% and half-day trading volume surpassing the previous day's total [8] - After a "de-involution" inventory cycle in 2024, signs of profit recovery are evident in some chemical sub-industries [9] - Prices of refrigerants have significantly increased, with R32, R134a, and R125 prices rising by 44.19%, 22.35%, and 8.33% respectively [11] - The demand for modified plastics is surging due to the growth in humanoid robots and lightweight requirements for new energy vehicles, leading to rapid earnings growth for related companies [11] - The potassium fertilizer market has seen substantial revenue growth due to reduced overseas supply and strong global demand, with four listed potassium fertilizer companies reporting a combined revenue increase of 3.57% [11][12]