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港股午评|恒生指数早盘涨0.18% 煤炭股涨幅居前
智通财经网· 2025-08-06 04:05
Group 1: Market Performance - Hang Seng Index rose by 0.18%, gaining 45 points to close at 24,947 points; Hang Seng Tech Index increased by 0.03% [1] - Hong Kong stock market saw a morning trading volume of 120.6 billion HKD [1] Group 2: Notable Stock Movements - Coal stocks led the gains, with China Shenhua (01088) up 3.61% and Yanzhou Coal (01171) up 4.1%, as the fifth round of coking coal price hikes took effect [1] - Crystal International (02228) surged over 8% after signing a pipeline cooperation agreement with DoveTree, with a total order size of approximately 47 billion HKD and an initial payment of 51 million USD received [1] - Tsugami (01651) rose by 4.68% following a nearly 40% increase in Q1 net profit from its Japanese division and positive machine tool production data for June [1] - Xianjian Technology (01302) increased by 6.97%, with expectations of gradual price adjustments for related products in the second half of the year [1] - Pop Mart (09992) gained 6.31%, driven by strong demand for its proprietary IP, with Morgan Stanley highlighting its undervalued platform [1] - China Shipbuilding Defense (00317) rose over 7%, anticipating a more than double year-on-year increase in net profit for the first half of the year [1] - BYD Electronics (00285) increased by over 6%, benefiting from AI-driven growth in the liquid cooling market and entry into the Nvidia supply chain [1] - Wuling Motors (00305) surged over 10% after announcing a profit warning, with mid-term net profit soaring nearly threefold as the company actively expands in the new energy sector [1] Group 3: Declining Stocks - Qilu Expressway (01576) fell by 6.37% after issuing a profit warning, expecting a year-on-year decline of approximately 21.62% in mid-term net profit [2] - Dongfang Zhenxuan (01797) dropped over 7% amid public relations issues and the closure of Sam's Club member stores, despite its stock price doubling since early July [3] - Boya Interactive (00434) declined by over 6%, projecting a year-on-year profit decrease of 25% to 35% for the first half of the year [4]
异动盘点0806|松景科技复牌逾40%,玖龙纸业再涨超10%;美国福泰制药大幅下跌近20%
贝塔投资智库· 2025-08-06 04:01
Group 1 - Angelalign (06699) opened nearly 19% higher after a positive earnings forecast, driven by strategic price adjustments in its core Chinese business and continued growth in revenue outside China [1] - Songjing Technology (01079) resumed trading with an opening increase of over 40% [1] - Jingtai Holdings (02228) opened more than 9% higher after announcing a significant partnership with DoveTree, valued at approximately HKD 47 billion (USD 5.99 billion) for AI pharmaceutical development [1] Group 2 - Shunmei Co., Ltd. (02145) saw an early morning increase of over 5%, projecting a revenue of RMB 4.09 billion to RMB 4.11 billion for the first half of 2025, a year-on-year growth of 16.8%-17.3% [2] - Nine Dragons Paper (02689) rose over 10% following the successful commissioning of its PM56 production line, which can produce 250,000 tons of high-grade cultural paper annually [2] Group 3 - Giant Star Legend (06683) increased over 1% after announcing a collaboration with Jiushi Wen Chuan for a large-scale IP and cultural tourism project in Shanghai [3] - South Manganese Industry (01091) surged over 15%, expecting to turn a profit of at least HKD 150 million in the first half of 2025, compared to a loss of HKD 162.8 million in the same period of 2024 [3] Group 4 - China Shenhua (01088) rose over 3% after announcing plans to acquire significant assets from its controlling shareholder, which would enhance its coal production capacity by 74.5% [4] - Boya Interactive (00434) fell over 6% due to a profit warning, expecting a decrease of approximately 25%-35% in profit for the first half of 2025 compared to the same period in 2024 [4] Group 5 - Wuling Motors (00305) increased over 9% after announcing a projected net profit of approximately RMB 84 million for the first half of 2025, a significant increase from RMB 21.125 million in the same period of 2024 [5] Group 6 - Hims & Hers Health (HIMS.US) dropped 12.36% after reporting second-quarter sales of USD 545 million, below market expectations [6] - Palantir (PLTR.US) rose 7.85% after reporting second-quarter revenue of over USD 1 billion, a 48% year-on-year increase [6] Group 7 - Futu Holdings (FUTU.US) increased by 2.82% after UBS raised its target price, citing strong expected performance in the second quarter [7] - Daqo New Energy (DQ.US) rose 3.68% as market signals indicated positive changes in the photovoltaic polysilicon sector [7] Group 8 - Li Auto (LI.US) saw a slight increase in stock price after announcing adjustments to its electric vehicle model pricing [8] - Vertex Pharmaceuticals (VRTX.US) fell 20.60% after failing to meet key endpoints in a clinical trial [8] Group 9 - Chinese gaming stocks collectively rose, with Bilibili (BILI.US) up 2.07% following a report indicating a 14.08% year-on-year increase in the domestic gaming market [9] Group 10 - Taiwan Semiconductor Manufacturing Company (TSM.US) fell 2.70% amid reports of a potential technology leak involving its 2nm chip process [9] - Advanced Micro Devices (AMD.US) decreased by 1.40% despite reporting a 32% year-on-year revenue increase for the second quarter [10]
港股异动丨博雅互动跌超8%,料上半年盈利同比减少25%-35%
Ge Long Hui· 2025-08-06 03:40
Core Viewpoint - Boyaa Interactive (0434.HK) issued a profit warning, with its stock price dropping over 8% to HKD 7.16 during trading [1] Financial Performance - For the first half of this year, the fair value growth of digital assets has decreased compared to the previous year, leading to an estimated year-on-year profit decline of approximately 25%-35% for the company attributable to shareholders, with last year's mid-year profit restated at HKD 313 million [1] - Excluding the impact of fair value changes of financial assets such as digital assets and equity investment partnerships, the expected year-on-year profit decline for the first half of this year is around 35%-45%, primarily due to a decrease in revenue and reduced interest income from bank deposits as a result of cryptocurrency purchases [1]
博雅互动预计上半年股东应占利润减少约25%至35%
Zheng Quan Shi Bao Wang· 2025-08-06 00:49
Core Viewpoint - The company expects a significant decrease in profit attributable to shareholders for the six months ending June 30, 2025, compared to the same period in 2024, primarily due to reduced fair value growth of digital assets [2] Financial Performance - The anticipated profit decline is estimated to be around 25% to 35% [2] - Excluding non-operating factors such as changes in the fair value of financial assets, the profit is expected to decrease by approximately 35% to 45% [2] Revenue Impact - The decrease in profit is mainly attributed to a decline in revenue [2] - The company's bank deposits have been affected by cryptocurrency purchases, leading to a reduction in interest income from deposits [2]
港股公告掘金 | 中国铁塔上半年股东应占利润57.57亿元 同比增长8.0%





Zhi Tong Cai Jing· 2025-08-05 15:30
【财报数据】 中国铁塔(00788)发布中期业绩 股东应占利润57.57亿元 同比增长8.0% 两翼业务收入占比突破14% 创科实业(00669)发布中期业绩 股东应占溢利6.28亿美元 同比增加14.17% 每股派1.25港元 百胜中国(09987)发布第二季度业绩,经营利润3.04亿美元 同比增长14% 子不语(02420)发盈喜 预计中期收入同比增长约30%-40%至19亿-20.47亿元 时代天使(06699)发盈喜,预期上半年净利润约1340万美元至1480万美元,同比增长约538.1%至604.8% 博雅互动(00434)发盈警 预计中期股东应占利润减少约25%至35%左右 珍酒李渡(06979)发盈警,预期中期股东应占净利润下降23%至24% 第四范式(06682)预期中期经调整净亏损同比收窄68%至73% 【重大事项】 石药集团(01093):司美格鲁肽注射液的上市申请获国家药品监督管理局受理 歌礼制药-B(01672)完成小分子口服GLP-1R激动剂ASC30美国IIa期研究肥胖或超重受试者入组 中国生物制药(01177):TQC3302"ICS/LAMA/LABA软雾吸入制剂"临床试验申请 ...


博雅互动(00434)发盈警 预计中期股东应占利润减少约25%至35%左右
智通财经网· 2025-08-05 14:46
智通财经APP讯,博雅互动(00434)发布公告,由于2025年上半年数字资产的公平值增长金额较2024年上 半年增长金额有所减少,使得集团截至2025年6月30日止六个月取得公司拥有人应占利润较2024年同期 预期减少约25%至35%左右(截至2024年6月30日止六个月公司拥有人应占利润:约港币3.13亿(经重 列))。 若剔除数字资产及股权投资合伙企业等金融资产的公平值变动等非经营一次性因素的影响,则集团截至 2025年6月30日止六个月的公司拥有人应占利润预期将较2024年同期减少约35%至45%左右,主要由于 截至2025年6月30日止六个月收益预期较2024年同期减少及因购买加密货币令银行存款减少,使得该期 间获得的存款利息收入预期同比减少。 ...
博雅互动(00434) - 盈利警告
2025-08-05 14:35
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告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告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。 Boyaa Interactive International Limited 博雅互動國際有限公司 (於開曼群島註冊成立的有限公司) (股份代號:0434) 盈利警告 本公告乃博雅互動國際有限公司(「本公司」,連同其附屬公司統稱「本集團」)根據香港 聯合交易所有限公司證券上市規則(「上市規則」)第13.09條及香港法例第571章證券及期 貨條例第XIVA部項下的內幕消息條文(定義見上市規則)而作出。 本公司董事會(「董事會」)謹此知會本公司股東(「股東」)及潛在投資者,根據本公司管 理層對本集團未經審核綜合管理賬目及董事會現時所得資料的初步評估,由於二零二五 年上半年數字資產之公平值增長金額較二零二四年上半年增長金額有所減少,使得本集 團截至二零二五年六月三十日止六個月錄得本公司擁有人應佔利潤較二零二四年同期預 期減少約25%至35%左右(截至二零二四年六月三十日止六個月本公司擁有人應佔利潤: 約港幣 ...
博雅互动委任林俊杰为独立非执行董事
Zhi Tong Cai Jing· 2025-08-04 13:12
博雅互动(00434)公布,林俊杰先生已获委任为独立非执行董事,及公司审核委员会、提名委员会及薪 酬委员会的成员;马靖淳先生已辞任独立非执行董事,及不再担任公司审核委员会、提名委员会及薪酬 委员会的成员,自2025年8月4日生效。 ...
博雅互动(00434) - 董事名单与其角色和职能
2025-08-04 13:09
Boyaa Interactive International Limited 戴志康先生 (主席) 陶穎女士 獨立非執行董事 張毅林先生 蔡漢強先生 林俊傑先生 博雅互動國際有限公司 (於開曼群島註冊成立的有限公司) (股份代號:0434) 董事名單與其角色和職能 博雅互動國際有限公司董事會(「董事會」)成員載列如下: 執行董事 蔡漢強先生 (主席) 陶穎女士 林俊傑先生 薪酬委員會 張毅林先生 (主席) 蔡漢強先生 林俊傑先生 香港,二零二五年八月四日 董事會設有三個董事會委員會。董事會委員會的組成如下: 審核委員會 張毅林先生 (主席) 蔡漢強先生 林俊傑先生 提名委員會 ...
博雅互动(00434) - 变更独立非执行董事及董事会委员会组成
2025-08-04 13:06
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告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告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。 Boyaa Interactive International Limited 變更獨立非執行董事 及 董事會委員會組成 董事會謹此宣佈: 獨立非執行董事之辭任 博雅互動國際有限公司(「本公司」,及其附屬公司統稱「本集團」)董事(「董事」,及其 中每位董事,各稱「董事」)會(「董事會」)宣佈,馬靖淳先生(「馬先生」)因個人事業安 排,於二零二五年八月四日起辭任本公司獨立非執行董事。 博雅互動國際有限公司 (於開曼群島註冊成立的有限公司) (股份代號:0434) (1) 林俊傑先生已獲委任為獨立非執行董事,及本公司審核委員會、提名委員會及薪 酬委員會的成員,自二零二五年八月四日生效;及 (2) 馬靖淳先生已辭任獨立非執行董事,及不再擔任本公司審核委員會、提名委員會 及薪酬委員會的成員,自二零二五年八月四日生效。 獨立非執行董事之委任 董事會欣然宣佈,自二零二五年八月四日起,林俊傑先生(「林先生」)已獲委任 ...