8月7日，国泰航空(00293)盘中下跌2.76%，截至13:06，报10.55元/股，成交3.0亿元。 国泰航空有限公司是一家主要从事航空客运、货运及相关业务的香港公司，同时也提供航空饮食、地 勤、停机坪服务和运营货运站。该公司的主要业务覆盖亚洲、欧洲和北美的国家。 截至2025年中报，国泰航空营业总收入495.27亿元、净利润33.3亿元。 8月6日，2025年中期每股派港币0.2元，除权除息日2025-09-03，派息日2025-10-09(董事会预案)。 本文源自：金融界 作者：行情君 ...

Group 1 - Yisou Technology (02550) rose nearly 12.63% after announcing a share subscription agreement with Lightnet Pte. Ltd., acquiring approximately 1.23% equity for $5 million [1] - Maifushi (02556) fell nearly 2.28% despite a profit forecast of RMB 31.8 million to RMB 41 million for the six months ending June 30, 2025, a significant turnaround from a loss of RMB 820 million in the same period last year [1] - New World Development (00086) increased nearly 4.19% after announcing a profit forecast of no less than HKD 800 million for the six months ending June 30, 2025, compared to HKD 75.4 million in the same period last year [2] Group 2 - Cao Cao Travel (02643) surged nearly 15.68% after signing a strategic cooperation memorandum with Victory Securities to explore virtual asset tokenization and stablecoin applications [2] - Boan Bio (06955) dropped nearly 5.06% after announcing a placement of 48 million shares at HKD 16.42 each, aiming to raise approximately HKD 780 million for R&D and operational purposes [2] - Huaxing Capital Holdings (01911) rose nearly 6%, with a year-to-date stock price increase of 1.1 times, as it plans to invest $100 million in Web 3.0 and cryptocurrency assets [3] Group 3 - Cathay Pacific Airways (00293) continued to decline nearly 3% after a report indicated an 8.3% year-on-year increase in net profit for the first half of the year, but operating profit fell short of market expectations [3] - Keep (03650) rose over 10%, with a cumulative increase of over 22% this week, reporting an adjusted net profit of approximately RMB 10 million for the first half of the year [4] - Smoore International (06969) increased nearly 5%, with BAT's new tobacco product revenue growing 2.4% year-on-year, and Smoore is expected to benefit from this growth [4] Group 4 - Xiaomi Group-W (01810) fell over 4% after Nomura raised its target price by 79% to HKD 61 but downgraded its rating to "Neutral" due to limited upside potential [5] - Apple (AAPL.US) rose 5.09% after announcing a commitment to invest an additional $100 billion in U.S. manufacturing, bringing its total investment commitment to $600 billion [6] - McDonald's (MCD.US) increased 2.98% with second-quarter revenue growing 5.4% year-on-year to $6.84 billion, exceeding analyst expectations [6]

该行指，整体而言，管理层对旅游需求仍有信心，并重申其对2025年下半年客运收益率恢复正常的预 期，集团计划增加长途线班次频率。另外由于近期需求低于平均水平，料日本航线或需时恢复。管理层 强调，年初至今，货运需求强劲，将积极地重新分配其全球航线网络的运力。 大和发布研报称，国泰航空(00293)今年上半年纯利同比升4%至36.51亿港元，受惠于停止与优先股股东 的利润分享，符合预期。集团维持每股股息0.2港元，惟派息率由去年上半年的38%跌至今年上半年的 35%。大和将集团今年每股盈利预测下调1%，并将其目标价由10.5港元下调至9.5港元，其评级由"持 有"降至"跑输大市"。 ...

大和发表研究报告指，国泰航空上半年纯利按年升4%至36.51亿港元，受惠于停止与优先股股东的利润 分享，符合预期。集团维持每股股息0.2港元，惟派息率由去年上半年的38%跌至今年上半年的35%。大 和将集团今年每股盈利预测下调1%，并将其目标价由10.5港元下调至9.5港元，评级由"持有"降至"跑输 大市"。 该行指，整体而言，管理层对旅游需求仍有信心，并重申其对2025年下半年客运收益率恢复正常的预 期。集团计划增加长途线班次频率。另外由于近期需求低于平均水平，料日本航线或需时恢复。管理层 强调，年初至今，货运需求强劲，将积极地重新分配其全球航线网络的运力。 ...

Core Viewpoint - Cathay Pacific reported a net profit of HKD 36.51 billion for the first half of the year, a year-on-year increase of 1.1%, with revenue reaching HKD 543.09 billion, up 9.5% [2][3] Financial Performance - The growth in performance is attributed to increased passenger volume, stable cargo performance, and a 13% decrease in fuel costs due to lower fuel prices [3] - Passenger capacity increased by 26.3% year-on-year, with passenger turnover rising by 30% and average daily passenger count up by 27.8%, resulting in a seat load factor of 84.8%, an increase of 2.4 percentage points [3] - Despite the strong demand for passenger transport, overall yield declined by 12.3% due to increased market capacity [3] Fleet Expansion - Cathay Pacific announced the exercise of a purchase option to acquire 14 Boeing 777-9 aircraft, with the first delivery expected in 2027 [4] Cargo Operations - Cargo revenue increased by 2.2% year-on-year, with cargo capacity up by 8.1% and cargo volume rising by 11.4%, although yield decreased by 3.4% [5] - The cargo sector faces challenges due to geopolitical factors and changes in customs policies, particularly affecting cross-border logistics [5] - The company is focusing on exploring cargo demand in other regions, such as Southeast Asia and India, while also investing in diverse cargo services [5] Strategic Focus - Cathay Pacific is expanding its presence in the Greater Bay Area, enhancing connectivity and services to attract travelers from this region [6] - The company plans to continue expanding domestic routes and has established IT offices in Guangzhou and Shenzhen, with a target of increasing mainland staff to 4,000 by the end of the year [6]

Core Viewpoint - Cathay Pacific Airways announced its mid-year results for 2025 and revealed plans to purchase an additional 14 Boeing 777-9 aircraft, increasing its total order to 35 units [1][3]. Group 1: Financial Details - The basic price for the 14 additional aircraft is approximately $8.1 billion (around HKD 63.2 billion), but the actual cost will be lower due to significant discounts from the manufacturer [3]. - The company’s current market capitalization is HKD 69.868 billion, with a share price of HKD 10.85 [1]. Group 2: Strategic Partnerships - Cathay Pacific has a long-standing partnership with both Airbus and Boeing, with each manufacturer’s aircraft making up about half of its fleet [3]. - The management emphasized the importance of maintaining long-term relationships with both manufacturers [3]. Group 3: Aircraft Performance and Future Plans - The chairman of Cathay Pacific expressed confidence in Boeing's commitment to improving production quality and engineering, noting that Boeing has resumed test flights with four aircraft having completed over 1,400 flights totaling more than 4,000 hours [3]. - The company plans to integrate the new Boeing 777-9 aircraft into its fleet by 2027 and remains open to acquiring more in the future [3].

Major Events - Cathay Pacific (00293) has purchased fourteen Boeing 777-9 aircraft [1] - Hengrui Medicine (01276) received FDA orphan drug designation for injection of Rukang Qutuzumab combined with Atezolizumab and chemotherapy for gastric cancer or gastroesophageal junction adenocarcinoma [1] - China National Pharmaceutical Group (01177) has its self-developed TQ05105 (JAK/ROCK inhibitor) included in the breakthrough therapy designation program [1] - Junshi Biosciences (02696) completed the first patient dosing in a Phase II clinical study of HLX79 injection combined with Hanlikang® for active glomerulonephritis in China [1] - YingTai Medical (01501) plans to invest no more than 110 million yuan to establish the Huai Ge Guang Tai Fund [1] - JinJing New Energy (01783) proposed a stock split [1] Financial Data - Cathay Pacific (00293) reported a mid-term profit attributable to shareholders of 3.651 billion HKD, a year-on-year increase of 1.1%, with an interim dividend of 0.20 HKD per share [1] - Uni-President Enterprises China (00220) reported a mid-term profit attributable to shareholders of 1.287 billion CNY, a year-on-year increase of 33.24% [1] - BeiGene (06160) reported a net profit of 94.32 million USD for the second quarter, returning to profitability year-on-year [1] - Sun Hung Kai Properties (00086) issued a profit warning, expecting mid-term profit attributable to shareholders to increase to no less than 800 million HKD year-on-year [1] - Weimeng Jin Ke (02003) issued a profit warning, expecting mid-term comprehensive net profit to be no less than 200 million CNY, a significant year-on-year increase [1] - Zhi Zi Cheng Technology (09911) issued a profit warning, expecting mid-term profit attributable to shareholders to increase by approximately 108.9% to 126.7% year-on-year [1] - China Star Optoelectronics Technology (00334) issued a profit warning, expecting a year-on-year increase of no less than 600% in profit attributable to the parent company for the first half of the year [1] - Xinli International (00732) reported a total operating revenue of approximately 1.468 billion HKD in July, a year-on-year decrease of about 3.3% [1]

凤凰网财经讯 8月6日，美股三大指数震荡整理，截至发稿，道指跌0.18%，纳指涨0.18%，标普500指数 涨0.05%。 中概股方面，霸王茶姬、亚朵集团涨超3%，搜狐、爱奇艺涨超2%，哔哩哔哩、水滴、蔚来、阿里巴巴 涨超1%；国泰航空跌超10%，美团（ADR）跌超1%。 全球要闻 尽管推出了升级版Model Y，特斯拉在欧洲主要市场的销量仍在加速恶化。据德国联邦机动车管理局 KBA数据，特斯拉7月在德国仅售出1110辆汽车，同比下降55.1%。今年前7个月累计销量为1万辆，较 去年同期暴跌57.8%。 特朗普突然发出威胁。8月5日晚间，美国总统特朗普在接受采访时表示，美国将首先对进口药品征 收"小额关税"，并在一年左右的时间内提高税率（最高250%）。特朗普称，他还将在"下周左右"宣布 对半导体和芯片征收关税，但未详细说明。 苹果(AAPL.US)涨近3% 将再投资1000亿美元用于美国制造业 特朗普称"很快宣布美联储新任主席"，机构首次定价50基点降息情景 周三，苹果(AAPL.US)涨近3%，报208.81美元。消息面上，当地时间周三，美国总统特朗普将宣布，苹 果承诺再投资1000亿美元用于美国国内制造 ...

国泰航空（00293.HK）今日发布的上半年财报显示，公司净利润36.51亿港元，同比增长1.1%，营收 543.09亿港元，同比增长9.5%。 虽然内地的上市航司尚未披露半年业绩，但从多家发布的半年业绩预告来看，国泰航空依然是最赚钱的 中国航司。 （文章来源：第一财经） 在公告中，国泰集团主席贺以礼将业绩的增长归因于客运量增加、货运表现稳定，以及燃油价格下 降，"得益于今年上半年的燃油价格比以往便宜，公司的燃油成本下降13%。" 今年上半年，国泰航空客运运力同比增加26.3%，旅客周转量同比增加30%，日均载客同比增加27.8%， 客座率84.8%，同比增加2.4个百分点，不过，由于市场上的运力增加，公司的整体收益率下跌12.3%。 "上半年由于我们投入的运力大幅增加，比如美国航线增加了50%，欧洲航线增加了30%，票价和收益 率也相应会受到一些影响，逐渐回归正常水平，"国泰集团顾客及商务总裁刘凯诗在业绩说明会上表 示，但上半年的客运需求依然很强，预计下半年需求的势头还会保持。 记者注意到，在今日披露半年报的同时，国泰还宣布行使购买权，增购14架波音777-9飞机，首架波音 777-9预计2027年交付。 ...

国泰集团旗下全资低成本航空公司香港快运亏损扩大。尽管香港快运客运量同比大增33.5%，其上半年 税前亏损仍扩大至5.2亿港元，远高于去年同期的0.6亿港元。 国泰集团解释称，香港快运亏损扩大主要源于两方面因素：一是旅客受地震担忧影响，暂缓前往日本等 传统热门目的地；二是新开航线尚处培育期。 国泰集团行政总裁林绍波表示，日本航线在香港快运的营收占比约为50%，与日本地震相关的传言对香 港快运的营收有较大影响。不过，目前国泰已经观察到日本航线的旅客数量在不断恢复，最坏的时间点 已经过去。未来香港快运将推进航运网络的多元化，拓展内地、东南亚等市场，希望以此分散风险。 8月6日，国泰航空（00293.HK）发布了中期业绩报告，公司上半年营收为543亿港元，同比增长9.5%。 尽管营收增长迅速，但公司利润增长承压，上半年利润为36.5亿港元，同比微增1.1%。国泰将派发每股 20港分的中期股息。 上半年国泰集团客运业务营收为342.08亿港元，同比增长14%，不过收益率同比下降12.3%。上半年， 国泰航空合计载客约1360万人次，客运量（以收入乘客千米计）同比飙升30.0％。 国泰集团主席贺以礼表示，2025年上半年 ...