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港股异动 华显光电(00334)涨超11% 预计上半年溢利同比增长不少于6倍
Jin Rong Jie· 2025-08-07 04:09
Core Viewpoint - Huaxian Optoelectronics (00334) has announced a positive earnings forecast, expecting a significant increase in profits for the first half of 2025, which is anticipated to be no less than RMB 48.8 million, representing a year-on-year increase of at least 600% [1] Financial Performance - The company expects a profit increase primarily due to continuous optimization of its product mix, leading to a total sales volume increase of at least 60% compared to the same period in 2024 [1] - Revenue from all product categories sold during the period is projected to increase by over 70% year-on-year, attributed to the successful integration model with TCL Huaxing Optoelectronics Technology Co., Ltd. and recognition from several first-tier brand clients [1] Market Reaction - Following the earnings announcement, Huaxian Optoelectronics' stock price surged over 11%, reaching HKD 0.35 with a trading volume of HKD 1.4204 million [1]
华显光电涨超11% 预计上半年溢利同比增长不少于6倍
Zhi Tong Cai Jing· 2025-08-07 02:56
Core Viewpoint - 华显光电 (00334) has announced a positive earnings forecast, expecting a significant increase in profits for the first half of 2025, driven by product optimization and increased sales volume [1] Group 1: Earnings Forecast - The company anticipates a profit attributable to shareholders of no less than RMB 48.8 million for the first half of 2025, representing an increase of at least 600% year-on-year [1] - The profit increase is primarily attributed to the continuous optimization of the product mix [1] Group 2: Sales Performance - Total sales volume is expected to increase by at least 60% compared to the same period in 2024 [1] - Revenue from all product categories sold during the period is projected to increase by over 70% year-on-year, thanks to the recognition from several leading brand clients regarding the panel module integration model with TCL Huaxing Optoelectronics [1]
智通港股早知道 新一轮农村公路提升行动方案印发 到2027年新改建农村公路30万公里
Jin Rong Jie· 2025-08-06 23:57
Group 1 - The Ministry of Transport, Ministry of Finance, and Ministry of Natural Resources have issued a plan to complete the construction and renovation of 300,000 kilometers of rural roads by 2027, aiming to establish a convenient and efficient rural road network [1] - The plan includes implementing 300,000 kilometers of repair and maintenance projects, maintaining a good road condition rate of over 70%, and carrying out safety protection projects on 150,000 kilometers of roads [1] - The initiative aims to enhance rural transportation services and support the vision of a well-structured, high-quality rural transportation system by 2035 [1] Group 2 - U.S. stock markets saw an overall increase, with the Dow Jones rising by 81.38 points (0.19%) and the Nasdaq increasing by 252.87 points (1.21%) [2] - Notable stock movements included Apple rising by 5% due to anticipated investments in U.S. manufacturing, and McDonald's gaining over 3% following better-than-expected earnings [2] - Many popular Chinese concept stocks also saw gains, with Alibaba up over 3% and NIO increasing by over 2% [2] Group 3 - The State Grid reported a record high electricity load for three consecutive days, reaching a maximum load of 1.233 billion kilowatts, an increase of 53 million kilowatts compared to last year's peak [3] - The electricity load is expected to remain above 1.2 billion kilowatts, with a potential decrease anticipated due to upcoming rainfall and cooler temperatures [3] Group 4 - The Hong Kong Monetary Authority intervened in the currency market, buying HKD 8.439 billion after the Hong Kong dollar hit the weak end of its trading band [4] - This action is part of the linked exchange rate system, where the HKMA sells USD and buys HKD to stabilize the currency [4] Group 5 - The China Photovoltaic Industry Association is soliciting opinions on the draft amendment to the Price Law, focusing on price behavior norms and regulatory mechanisms [5] - This initiative aims to reflect the demands of the photovoltaic industry and gather feedback for potential modifications [5] Group 6 - Guangnan Group's subsidiary successfully acquired land use rights in Foshan for RMB 56.16 million, expanding its meat industry chain [6] Group 7 - Caocao Travel is exploring the tokenization of real-world assets and stablecoin payments through a strategic partnership with a licensed financial institution in Hong Kong [7][8] Group 8 - Lianzhong is integrating AI technology into traditional board games, collaborating with tech companies to enhance gaming experiences [9] Group 9 - China National Pharmaceutical Group's self-developed drug TQ05105 has been included in the breakthrough therapy designation program for chronic graft-versus-host disease treatment [10] Group 10 - China Nuclear Technology expects a mid-year profit increase of no less than 15% compared to the previous year [11] Group 11 - Hengrui Medicine's product received orphan drug designation from the FDA, which may provide regulatory advantages in the U.S. market [12] Group 12 - Huaxian Optoelectronics anticipates a significant profit increase of at least 600% for the first half of 2025 [13] Group 13 - New World Development expects a mid-year profit of no less than HKD 800 million, a substantial increase from the previous year's HKD 75.4 million [14] Group 14 - Xinwei Medical expects to achieve a net profit of at least RMB 40 million in the first half of 2025, marking a turnaround from losses [15] Group 15 - Zhiyu Technology anticipates a mid-year profit increase of approximately 108.9% to 126.7% [16] Group 16 - Ningmeng Media expects to achieve a net profit of approximately RMB 10 million to 12 million in the first half of 2025, reversing previous losses [17] Group 17 - Weixin Jinke anticipates a significant profit increase of no less than RMB 200 million for the first half of 2025, reflecting a growth of at least 65% [18] Group 18 - Uni-President China reported a 33.24% increase in shareholder profit to RMB 1.287 billion for the mid-year period [19] Group 19 - BeiGene reported a net profit of USD 94.32 million for the second quarter, marking a turnaround from a loss of USD 120 million in the previous year [20] Group 20 - Maifushi expects to achieve a net profit of approximately RMB 31.8 million to 41 million in the first half of 2025, reversing a significant loss from the previous year [21]
港股公告掘金|国泰航空上半年股东应占溢利36.51亿港元 百济神州上半年业绩扭亏为盈至9559万美元
Jin Rong Jie· 2025-08-06 16:52
Major Events - Cathay Pacific (00293) has purchased fourteen Boeing 777-9 aircraft [1] - Hengrui Medicine (01276) received FDA orphan drug designation for the combination of injection Rituximab and chemotherapy for gastric cancer or gastroesophageal junction adenocarcinoma [1] - China National Pharmaceutical Group's self-developed drug TQ05105 (JAK/ROCK inhibitor) has been 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 Hanli Kang® 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] - Weixin Jinke (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] - ZhiZi 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 (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]
港股公告掘金 国泰航空上半年股东应占溢利36.51亿港元 百济神州上半年业绩扭亏为盈至9559万美元
Jin Rong Jie· 2025-08-06 16:03
Major Events - Cathay Pacific (00293) has purchased fourteen Boeing 777-9 aircraft [1] - Hengrui Medicine (01276) received FDA orphan drug designation for the combination of injection Rituximab and chemotherapy for gastric cancer or gastroesophageal junction adenocarcinoma [1] - China National Pharmaceutical Group (01177) has its self-developed drug 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 Hanli Kang® 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 0.2 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 in the second quarter, returning to profitability year-on-year [1] - New World Development Company (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] - Weixin Jinkao (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] - ZhiZi 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] - Huaxian Optoelectronics (00334) issued a profit warning, expecting a year-on-year increase of no less than 600% in profit attributable to the parent company [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]
华显光电(00334) - 董事名单与其角色和职能
2025-08-06 13:22
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責,對其準確性或完 整性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任何部份內容而產生或因倚賴該等內 容而引致的任何損失承擔任何責任。 China Display Optoelectronics Technology Holdings Limited 華顯光電技術控股有限公司 ( 於百慕達注冊成立之有限公司 ) (股份代號:334) (「本公司」) 董事名單與其角色和職能 自 2025 年 8 月 6 日起,本公司董事會(「董事會」)成員載列如下: 非執行董事 廖騫先生( 主席 ) 執行董事 張鋒先生( 首席執行官 ) 習文波先生 王新福先生 張才力先生 獨立非執行董事 徐慧敏女士 李揚先生 徐岩先生 陽秋林女士 董事會設立了三個董事委員會,下表列出各董事會成員在這些董事委員會中所擔任的職 能。 | | 委員會 | 審核委員會 | 提名委員會 | 薪酬委員會 | | --- | --- | --- | --- | --- | | 董事 | | | | | | 廖騫先生 | | | C | M | | 張鋒先生 | | | M | M | ...
港股公告精选|百济神州上半年营收同比增超4成 中国海外发展前7月销售额超1300亿元
Xin Lang Cai Jing· 2025-08-06 12:09
Performance Highlights - BeiGene (06160.HK) reported a revenue of 17.518 billion yuan for the first half of the year, a year-on-year increase of 46%; product revenue was 17.36 billion yuan, up 45.8%; net profit was 450 million yuan, turning from loss to profit [2] - Uni-President China (00220.HK) achieved approximately 17.087 billion yuan in revenue for the first half, a year-on-year increase of 10.6%; net profit was about 1.287 billion yuan, up 33.2% [2] - Zhiyu City Technology (09911.HK) announced a positive profit forecast, expecting mid-term revenue of approximately 3.135 to 3.215 billion yuan, a year-on-year increase of about 38.0% to 41.5%; net profit is expected to be around 470 to 510 million yuan, a year-on-year growth of approximately 108.9% to 126.7% [2] Earnings Forecasts - New World Development Company (00086.HK) expects mid-term net profit to increase to no less than 800 million HKD year-on-year [3] - Weizhi Jinkou (02003.HK) anticipates mid-term net profit exceeding 200 million HKD, a significant increase year-on-year [3] - Wing Chan Industrial (01596.HK) forecasts mid-term net profit of approximately 48.7 million HKD, turning from loss to profit [3] - Huaxian Optoelectronics (00334.HK) expects mid-term net profit to exceed 48.8 million HKD, a year-on-year increase of over 600% [3] - Maifushi (02556.HK) predicts mid-term net profit of approximately 31.8 to 41 million HKD, turning from loss to profit [4] - Xinwei Medical-B (06609.HK) expects mid-term net profit to exceed 40 million HKD, turning from loss to profit [5] - China Nuclear Technology (00611.HK) anticipates mid-term net profit growth of over 15% [6] Earnings Warnings - Hongxing Printing Group (00450.HK) expects mid-term net loss of approximately 49 million HKD, a significant increase year-on-year [7] - Zhongyu Land (01224.HK) forecasts mid-term net loss of approximately 40 million HKD, turning from profit to loss [7] - Beihai Group (00701.HK) anticipates mid-term net loss of 36 to 40 million HKD [8] Real Estate Sales Data - China Overseas Development (00688.HK) reported cumulative contract property sales of approximately 132 billion yuan for the first seven months, a year-on-year decrease of 18.3% [9] - Yuexiu Property (00123.HK) achieved cumulative contract sales of approximately 67.506 billion yuan for the first seven months, a year-on-year increase of about 11.7% [9] - Poly Property Group (00119.HK) reported contract sales of approximately 29.5 billion yuan for the first seven months, a year-on-year decrease of 13.49% [10] - China Overseas Hongyang Group (00081.HK) reported cumulative contract sales of 18.649 billion yuan for the first seven months, a year-on-year decrease of 12.2% [10] - Jindi Commercial Real Estate (00535.HK) reported cumulative contract sales of approximately 6.98 billion yuan for the first seven months, a year-on-year decrease of 37.37% [10] - Agile Group (03383.HK) reported pre-sale amount of approximately 5.69 billion yuan for the first seven months [11] - Hongyang Real Estate (01996.HK) reported cumulative contract sales of 3.208 billion yuan for the first seven months, a year-on-year decrease of 41.6% [12] - Zhengrong Real Estate (06158.HK) reported cumulative contract sales of approximately 2.701 billion yuan for the first seven months, a year-on-year decrease of 30.6% [12] - Jingrui Holdings (01862.HK) reported cumulative contract sales of approximately 571 million yuan for the first seven months, a year-on-year decrease of 52.54% [13] Company News - CITIC Securities (06030.HK) reported that its subsidiary, Huaxia Fund, achieved revenue of 4.258 billion yuan and net profit of 1.123 billion yuan in the first half, with assets under management totaling 285.1237 billion yuan [14] - Xinyi International (00732.HK) reported a cumulative operating revenue of approximately 9.566 billion HKD for the first seven months, a year-on-year decrease of about 5.3% [15] - Heng Rui Pharmaceutical (01276.HK) received orphan drug designation from the US FDA for its injection of Rikan Trastuzumab combined with Adebali for gastric cancer or gastroesophageal junction adenocarcinoma indications [15] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a Phase II clinical study of HLX79 injection combined with Hanlikang® for active renal glomerulonephritis in China [15] - China Biopharmaceutical (01177.HK) announced that its self-developed TQ05105 (JAK/ROCK inhibitor) has been included in the breakthrough therapy designation program for the treatment of chronic graft-versus-host disease [15] Buyback Activities - HSBC Holdings (00005.HK) repurchased approximately 1.65 billion HKD worth of about 1.714 million shares at a price of 95.8 to 96.75 HKD [16] - Hang Seng Bank (00011.HK) spent approximately 22.6347 million HKD to repurchase 200,000 shares at a price of 112.8 to 113.6 HKD [17] - Yum China (09987.HK) repurchased approximately 6.264 million HKD worth of 16,800 shares at a price of 369.8 to 376 HKD [17]
华显光电(00334)发盈喜 预期上半年母公司拥有人应占溢利同比增加不少于600%
智通财经网· 2025-08-06 11:10
公告称,溢利增加主要由于集团持续优化产品组合,带动有关期间的总销量较2024年同期增加至少 60.0%,以及集团与TCL华星光电技术有限公司的面板模组整合模式获得多间一线品牌客户的高度认 可,令集团于有关期间销售的所有产品种类的收入同比增加超过70%。 智通财经APP讯,华显光电(00334)公布,该集团预期取得2025年上半年公司母公司拥有人应占溢利不少 于人民币4880万元,同比增加不少于600%。 ...
华显光电(00334.HK)盈喜:预期中期母公司拥有人应占溢利同比增加不少于600%
Ge Long Hui· 2025-08-06 11:07
溢利增加主要由于集团持续优化产品组合,带动有关期间总销量较2024年同期增加至少60.0%或1190万 片,以及集团与TCL华星光电技术有限公司面板模组整合模式获得多间一线品牌客户高度认可,令集团 于有关期间销售的所有产品种类收入同比增加超过70%。 格隆汇8月6日丨华显光电(00334.HK)公告,集团预期录得截至2025年6月30日止6个月("有关期间")公司 母公司拥有人应占溢利不少于人民币4880万元,同比增加不少于600%或人民币4180万元。 ...
华显光电(00334) - 执行董事变更
2025-08-06 11:02
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責, 對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公佈全部或任何 部份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 China Display Optoelectronics Technology Holdings Limited 華顯光電技術控股有限公 司 (於百慕達註冊成立之有限公司) (股份代號:334) 執行董事變更 華顯光電技術控股有限公司(「本公司」,連同其附屬公司,統稱「本集團」)董事(「董 事」,各為一名「董事」)會(「董事會」)謹此宣佈本公司董事會的以下變更: 董事會欣然宣佈張先生已獲委任為執行董事,自二零二五年八月六日起生效,以填 補溫先生辭任所產生之臨時空缺。 張先生(原名為張才軍),43歲,畢業於西安交通大學,擁有應用物理學專業學學士學 位。彼於二零一零年加入TCL華星光電技術有限公司(「TCL華星」),並於二零一九 年十一月至二零二四年十二月期間任職多個職位,包括TCL華星t6及t7面板廠廠長、 量產整合廠廠長、生產製造中心副總經理及深惠基地總經理。張先生現為TCL華星 副總裁及製造中台總經 ...