美银证券发表研究报告指，万洲国际次季业绩略胜预期，经营溢利按年增长3%；经调整经营溢利升 19%；中期息倍升至20港仙，集团维持其派息率最少50%的指引。该行将万洲国际今明两年的每股盈测 分别上调3%，上调目标价4%至8.5港元，重申"买入"评级，相信公司下半年前景良好、估值不高，且预 计股息率可达高单位数。 ...

花旗发表研究报告指，万洲国际第二季经营溢利增长3%，符合该行预期，并胜于市场预测。虽然公司 因其他费用增加和去年一次性递延税款资产收益，令净利润下降8%，但该行预计不会影响股息支付。 公司管理层将美国今年的经营溢利指引上调4%，并对下半年中国市场的增长表现更有信心。该行认 为，万洲国际的估值仍具吸引力，重申"买入"评级，目标价由8.2港元上调至8.6港元；上调集团2025至 2027年的经营溢利预测2%，但下调净利润预测4%，以反映其他费用和有效所得税率上升。 ...

Group 1 - The core viewpoint of the articles highlights the positive performance of the Hong Kong stock market, particularly in the consumer sector, driven by new government policies aimed at stimulating consumption [1][2][3] - The Hong Kong Consumer ETF (159735) opened high and rose by 1.09%, with major constituent stocks like WH Group rising over 4% and Alibaba, Bilibili, and others increasing by over 2% [2] - The new fiscal subsidy policies for personal consumption loans and service industry loans are expected to support consumption growth, particularly in key areas such as household vehicles, education, and cultural tourism [2][3] Group 2 - The impact of consumer loans on overall consumption is currently limited, but the signal of government support in targeted sectors is significant [3] - The policies are designed to enhance both demand and supply sides of consumption, aiming to stabilize and expand consumption elasticity [3] - Analysts remain optimistic about the Hong Kong stock market, viewing it as a potential leader in a bull market, with a focus on consumer goods, technology, and innovative pharmaceuticals [3]

公告称，收入增加此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主 要原因是猪肉业务大幅增长。 来源：新浪港股 万洲国际（00288）绩后股价上涨4.96%，现报8.26港元，成交额9842.83万港元。 8月12日，万洲国际发布截至2025年6月30日止6个月业绩，生物公允价值调整后，该集团取得收入 133.87亿美元，同比增加8.9%；公司拥有人应占利润7.88亿美元，同比增加0.51%；每股基本盈利6.14美 分，拟派发中期股息每股0.2港元。 在所有经营分部中，肉制品一直是集团的核心业务。于回顾期间，肉制品占本集团83.2% 的经营利润以 及本集团49.6%的收入（比较期间：分别占99.7%及52.8%）。 ...

每经AI快讯，8月13日，港股万洲国际涨幅扩大至超4%，成交额8112.42万港元，换手率0.08%，总市值 1058.49亿港元。今年以来，公司股价累计上涨49.77%。 ...

万洲国际(00288)绩后涨超4%，截至发稿，涨4.7%，报8.24港元，成交额7220.26万港元。 公告称，收入增加此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主 要原因是猪肉业务大幅增长。 在所有经营分部中，肉制品一直是集团的核心业务。于回顾期间，肉制品占本集团83.2%的经营利润以 及本集团49.6%的收入(比较期间：分别占99.7%及52.8%)。 消息面上，8月12日，万洲国际发布截至2025年6月30日止6个月业绩，生物公允价值调整后，该集团取 得收入133.87亿美元，同比增加8.9%；公司拥有人应占利润7.88亿美元，同比增加0.51%；每股基本盈 利6.14美分，拟派发中期股息每股0.2港元。 ...

智通财经APP获悉，万洲国际(00288)绩后涨超4%，截至发稿，涨4.7%，报8.24港元，成交额7220.26万 港元。 公告称，收入增加此乃由于猪肉销量及肉制品平均销价上升。经营利润亦上升10.4%至12.59亿美元，主 要原因是猪肉业务大幅增长。 在所有经营分部中，肉制品一直是集团的核心业务。于回顾期间，肉制品占本集团83.2% 的经营利润以 及本集团49.6%的收入(比较期间：分别占99.7%及52.8%)。 消息面上，8月12日，万洲国际发布截至2025年6月30日止6个月业绩，生物公允价值调整后，该集团取 得收入133.87亿美元，同比增加8.9%；公司拥有人应占利润7.88亿美元，同比增加0.51%；每股基本盈 利6.14美分，拟派发中期股息每股0.2港元。 ...

Major Events - Kangji Medical (09997) received a privatization offer at a premium of approximately 9.9% [1] - China Resources Pharmaceutical (03320) plans to participate in the establishment of a fund [1] - Ganfeng Lithium (01772) intends to jointly integrate a joint venture with LAR to develop the Pozuelos-Pastos Grandes salt lake basin in Argentina [1] - China Antibody-B (03681) signed a comprehensive strategic cooperation agreement with the Hong Kong Advanced Institute of Research at Sun Yat-sen University [1] - Mingyuan Cloud (00909) plans to acquire 100% equity of ASIOT Corporation for 700 million yen [1] - Weilu Group (01196) experienced unusual stock price and trading volume changes and is in preliminary discussions with an independent third party regarding a potential acquisition of mobile game rights [1] Operating Performance - China Unicom (00762) reported revenue exceeding 200 billion yuan in the first half of the year, with a profit attributable to equity holders of 14.484 billion yuan, a year-on-year increase of 5.01% [1] - China Unicom (00762) had approximately 1.208 billion cumulative "Ubiquitous Intelligent Connection" users in the second quarter [1] - Tencent Music (01698) achieved double growth in revenue and profit in the first half of the year, with a profit attributable to equity holders of 6.7 billion yuan, a year-on-year increase of 115.85% [1] - Galaxy Entertainment (00027) reported a mid-term profit attributable to shareholders of 5.24 billion HKD, a year-on-year increase of 19.44% [1] - WH Group (00288) reported a mid-term profit attributable to shareholders of 788 million USD, a year-on-year increase of 0.51%, with an interim dividend of 0.2 HKD per share [1] - Minmetals Resources (01208) reported a mid-term profit attributable to equity holders of 340 million USD, a year-on-year increase of 1511% [1] - China Literature Group (00772) reported a mid-term profit attributable to shareholders of 850 million yuan, a year-on-year increase of 68.5% [1] - Hong Kong Electric (02638) reported a mid-term profit attributable to unit holders of 1.001 billion HKD, a year-on-year increase of 5.7% [1] - 361 Degrees (01361) reported a mid-term profit attributable to equity holders of 858 million yuan, a year-on-year increase of 8.6% [1] - Eagle Precision (01286) reported a mid-term profit attributable to equity holders of 346 million HKD, a year-on-year increase of 13.7% [1] - China Everbright Water (01857) reported a mid-term profit attributable to equity holders of 564 million HKD, a year-on-year decrease of 2.99% [1] - FIT HON TENG (06088) reported a mid-term profit attributable to shareholders of 31.511 million USD, a year-on-year decrease of 3.11% [1] - China Lilang (01234) reported a mid-term profit attributable to equity holders of 243 million yuan, a year-on-year decrease of 13.4% [1] - Fudan Zhangjiang (01349) reported a mid-term profit attributable to shareholders of 5.715 million yuan, a year-on-year decrease of 91.89% [1] - Wharf Holdings (00004) reported a mid-term profit attributable to shareholders of 535 million HKD, returning to profitability [1] - China Resources Land (01109) reported a cumulative contract sales amount of approximately 123.6 billion yuan for the first seven months, a year-on-year decrease of 11.8% [1]

在管理层讨论与分析部分提到，公司在中国的业务占总收入的30.0%和经营利润的34.6%，而北美及墨 西哥业务则占55.2%和53.6%。虽然肉制品销量下降3.3%，但猪肉销量上升7.5%，主要得益于屠宰量的 增加。尤其是北美的猪肉业务表现显著，收入增长21.0%，主要由于销量和价格的提升。在各业务分部 中，肉制品依然是公司的核心业务，但在中国市场面临需求疲弱的挑战，导致肉制品收入下降9.8%。 相对而言，北美和欧洲的业务表现较为稳健，尤其是欧洲由于Argal的贡献，收入增长18.3%。 北京商报讯（记者 郭秀娟 实习记者 王悦彤） 8月12日，万洲国际发布了截至2025年6月30日止6个月的 未经审核中期业绩公告。报告期内，公司收入为133.87亿美元，同比增长8.9%。息税折旧及摊销前利润 为15.85亿美元，增长了10.4%。公司拥有人应占利润为7.25亿美元，同比增长4.5%，每股基本盈利为 5.65美分。中期股息为每股0.2港元，较去年同期增加了100%。 ...

万洲国际(00288)发布公告，该公司附属史密斯菲尔德截至2025年6月29日止6个月取得销售收入75.58亿 美元，同比增加10.24%;史密斯菲尔德应占净利润4.12亿美元，同比减少9.85%。 ...