Group 1: Hong Kong Stock Market Highlights - New China Life Insurance (01336) rose over 5%, reaching a historical high, while China Life (2628.HK) increased by 4.4%, AIA (1299.HK) by 3.5%, and China Pacific Insurance (2601.HK) by nearly 2% following the release of the 2Q25 predetermined interest rate of 1.99% by the insurance industry association [1] - Heng Rui Pharmaceutical (1276.HK) opened up 10.65% after announcing a global exclusive licensing agreement with GSK for the HRS-9821 project, excluding mainland China and certain regions [1] - Guangshen Railway (00525.HK) saw a peak increase of over 9% after signing a cooperation agreement for the Guangzhou East Station renovation project, with a total investment of approximately 16.66 billion yuan [1] Group 2: Other Notable Stock Movements - MicroPort Medical (00853.HK) surged over 8% as major shareholders agreed to sell a total of 291 million shares to various buyers, including funds under Shanghai Industrial Capital [2] - China Tobacco Hong Kong (06055.HK) rose over 5% following the release of a draft management regulation for domestic duty-free tobacco products by the National Tobacco Monopoly Administration [2] - Shenghua Land (08106) saw its stock price soar over 200% after a share acquisition agreement was reached [2] - Jiufang Zhitu Holdings (09636) increased over 10% after announcing a profit forecast for the first half of the year, expecting a net profit of 830 to 870 million yuan, a turnaround from a net loss of 174 million yuan in the same period last year [2] - Lianlian Digital (02598) rose over 7% as a report highlighted the significant role of third-party payment institutions in cross-border and multi-currency settlement services [2] Group 3: Macau Gaming Sector Performance - Gaming stocks saw a general increase, with Amax Holdings (00880) up 10.39%, Melco International Development (00200) up 5.64%, and Sands China (01928) up 3.25%. UBS reported that the average daily gaming revenue in Macau for the past week was 657 million patacas, a slight decline due to typhoon impacts, but still showing a year-on-year growth of approximately 14% [3] Group 4: US Stock Market Highlights - AMD (AMD.US) rose 2.68% as it achieved a 50% market share in the server CPU market, matching Intel for the first time [4] - Newmont Corporation (NEM.US) increased by 6.89%, reporting a second-quarter earnings per share of $1.85, up from 73 cents year-on-year [5] - Berkshire Hathaway's holding Verisign (VRSN.US) rose 6.67% despite Q2 revenue falling short of market expectations, as the company raised its full-year revenue guidance [5] - Tesla (TSLA.US) increased by 3.52% with plans to launch Robotaxi services in San Francisco [6]

Core Viewpoint - The announcement of a cooperation agreement between Guangzhou-Shenzhen Railway and local government for the Guangzhou East Station renovation project, with a total investment of approximately 16.66 billion yuan, is expected to significantly impact the company's financial status and operational results [1][2]. Investment Project Details - The project involves a "ground + underground connection" renovation with a scale of 14 platforms and 24 tracks, with a total investment of about 16.66 billion yuan, excluding the municipal supporting project investment [2]. - The investment structure includes approximately 2.228 billion yuan to be borne by the Guangzhou municipal government, while the project company will include about 14.432 billion yuan, with contributions from the Guangzhou municipal government (approximately 9.811 billion yuan), Guangzhou Railway Group (approximately 3.064 billion yuan), and Guangzhou-Shenzhen Railway (approximately 1.557 billion yuan) [2]. Company Background - Guangzhou-Shenzhen Railway is the only railway transportation company listed in Shanghai, Hong Kong, and New York, primarily engaged in passenger and freight transport along the Shenzhen-Guangzhou-Pingshi route [3]. - The company reported a revenue of 27.09 billion yuan and a net profit of 1.06 billion yuan for the year 2024 [3][4]. Financial Performance - The company's total revenue for the year ending December 31, 2024, was 27.09 billion yuan, showing an increase from 26.1977 billion yuan in 2023 [4]. - The net profit for the same period was 1.06017 billion yuan, slightly up from 1.05877 billion yuan in 2023 [4]. - As of July 25, the market capitalization of Guangzhou-Shenzhen Railway was 21.6 billion yuan [4].

Core Viewpoint - The article discusses the cooperation agreement signed between Guangzhou Railway Group and Guangzhou Municipal Government for the Guangzhou East Station renovation project, which has a total investment of approximately 16.66 billion yuan, significantly impacting the financial status and operational results of Guangshen Railway [1][4]. Investment Project Overview - The project involves a "ground + underground connection" renovation with a scale of 14 platforms and 24 tracks, with a total investment of about 16.66 billion yuan, excluding the municipal infrastructure investment solely funded by the Guangzhou Municipal Government [4]. - The agreement includes the disposal of existing assets (including land) of Guangshen Railway, external investments, and the establishment of a project company with other parties [4]. Financial Contributions - The project’s investment structure includes approximately 2.228 billion yuan for compensation not included in the project company, funded by the Guangzhou Municipal Government, while the project company will have an investment of about 14.432 billion yuan, with contributions from the Guangzhou Municipal Government (approximately 9.811 billion yuan), Guangshen Railway (approximately 1.557 billion yuan), and Guangxi Railway Group (approximately 3.064 billion yuan) [5]. Strategic Importance - The Guangzhou East Station renovation is a crucial component for integrating various railways into the central urban area of Guangzhou, including the Guangshen Railway, Ganshen High-speed Railway, and others, with plans for completion around 2030 [5]. - Guangshen Railway is the only railway transportation company listed in Shanghai, Hong Kong, and New York, primarily operating the Shenzhen-Guangzhou-Pingshi railway passenger and freight transport services [5]. Financial Performance - For the year 2024, Guangshen Railway is projected to achieve an operating revenue of 27.09 billion yuan and a net profit of 1.06 billion yuan [6]. - The company reported total operating revenue of 26.1977 billion yuan in 2023, with a net profit of 1.058 billion yuan, indicating a growth trend in revenue and profitability [6]. Market Position - As of July 25, the market capitalization of Guangshen Railway is 21.6 billion yuan, reflecting its standing in the market [6].

证券代码：601333 证券简称：广深铁路 公告编号：2025-009 广深铁路股份有限公司 关于签订广州东站改造项目合作协议的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本合作协议为各方基于合作意愿达成的初步约定，协议相关金额皆为预估 或暂定数值，具体合作事宜尚待本协议所涉及的相关事项具体明确，并经各方依 法履行内部决策程序审议通过后再签订具体交易协议进行约定，具体交易协议的 实施内容和进度尚存在不确定性。 本项目投入规模较大、合作期限较长，项目实施进度和预期结果有可能受 到政策调整、市场变化、各方履约能力等不可预测或不可抗力等不确定性因素的 影响。 本合作协议涉及本公司的相关具体内容包括但不限于广州东站既有资产 （含土地）处置、对外投资与其他方共同组建项目公司、所参股铁城公司资产处 置及还建、公司所属石牌客整所土地上盖综合开发。当上述具体事项实际发生并 会计确认时，预计对本公司的财务状况和经营结果产生重大影响，具体涉及年度 （当年或未来年度）将视具体项目后续进展而定。 本公司将密切关注本合作协议履 ...

广深铁路（601333）公告，公司与广州市政府、广铁集团签订了广州东站改造项目合作协议。项目总投 资约166.6亿元，合作期限较长，预计对公司的财务状况和经营结果产生重大影响。项目包括广州东站 既有资产处置、对外投资、共同组建项目公司、铁城公司资产处置及还建、石牌客整所土地上盖综合开 发等。项目实施进度和预期结果可能受政策调整、市场变化等因素影响。 ...

Core Viewpoint - Guangshen Railway is focusing on modernizing its operations and enhancing shareholder value while addressing challenges in cargo transportation and station upgrades [1][4][8] Group 1: Company Operations - Guangshen Railway reported a passenger volume of 69.11 million in 2024, a year-on-year increase of 16.51%, while cargo volume decreased to 14.10 million tons, down 12.05% [4] - The company plans to increase passenger volume to 71.30 million and cargo volume to 14.80 million tons in 2025, indicating a growth strategy for both segments [5] - In 2024, the company's total revenue was 27.09 billion yuan, with cargo revenue contributing only 1.62 billion yuan, suggesting limited impact on overall performance [5][6] Group 2: Strategic Initiatives - The company is transitioning its freight operations towards modern logistics, aligning with national policies for green development and cost reduction in logistics [6] - The management emphasizes the importance of this transition as a strategic opportunity, especially with the expansion of the high-speed rail network [6] Group 3: Infrastructure Development - The Guangzhou East Station upgrade is a significant focus, with the project currently in the planning phase and facing challenges due to existing busy rail lines [7] - The upgrade aims to expand the station's capacity significantly, with an estimated cost in the hundreds of millions, and involves complex logistics and asset management [7] Group 4: Shareholder Engagement - The management is actively addressing shareholder concerns regarding market capitalization, noting that the stock price is currently below net asset value and outlining plans for value enhancement [8]

北京市海问（深圳）律师事务所 关于广深铁路股份有限公司 致：广深铁路股份有限公司 根据《中华人民共和国证券法》、 《中华人民共和国公司法》 （以下统称"有关 法律"）及《广深铁路股份有限公司章程》 （以下简称"公司章程"）的规定，北京 市海问（深圳）律师事务所（以下简称"本所"）受广深铁路股份有限公司（以下 简称"公司"）的委托，指派本所律师列席公司于 2025 年 6 月 18 日召开的 2024 年度股东周年大会（以下简称"本次会议"）现场会议，对本次会议召开的合法性 进行见证，并依法出具本法律意见书。 电话(Tel): (+86 755) 8323 6000 传真(Fax)：(+86 755) 8323 0187 www.haiwen-law.com 北京 BEIJING 丨上海 SHANGHAI 丨深圳 SHENZHEN 丨香港 HONG KONG 丨成都 CHENGDU 公司提交给本所律师的资料（包括但不限于有关人员的居民身份证、股票账 户卡、授权委托书、营业执照、网络投票结果等）真实、完整，资料上的签字和 /或印章均是真实的，资料的副本或复印件均与正本或者原件一致。 本所律师按照律师行业公认的业务 ...

(一) 本次股东大会见证的律师事务所：北京市海问（深圳）律师事务所 律师：苏兰、高小敏 (二) 律师见证结论意见： 本次会议召集和召开的程序、召集人的资格、出席本次会议现场会议的股东（含股东授 权代表）的资格和本次会议的表决程序均符合有关法律和《公司章程》的有关规定，本次会 议的表决结果合法、有效。 特此公告。 | 证券代码：601333 证券简称：广深铁路 | | 公告编号：2025-008 | | | | | --- | --- | --- | --- | --- | --- | | 广深铁路股份有限公司 | | | | | | | 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 | | | | | | | 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 | | | | | | | 重要内容提示： | | | | | | | ? 本次会议是否有否决议案：无 | | | | | | | 一、会议召开和出席情况 | | | | | | | (一) 股东大会召开的时间：2025 年 6 月 18 日 | | | | | | | (二) 股东大会召开的地点：广东省深圳市罗湖区和 ...

北京市海问（深圳）律师事务所 关于广深铁路股份有限公司 2024 年度股东周年大会的法律意见书 致：广深铁路股份有限公司 根据《中华人民共和国证券法》、《中华人民共和国公司法》（以下统称"有关 法律"）及《广深铁路股份有限公司章程》（以下简称"公司章程"）的规定，北京 市海问（深圳）律师事务所（以下简称"本所"）受广深铁路股份有限公司（以下 简称"公司"）的委托，指派本所律师列席公司于 2025 年 6 月 18 日召开的 2024 年度股东周年大会（以下简称"本次会议"）现场会议，对本次会议召开的合法性 进行见证，并依法出具本法律意见书。 本所及经办律师依据《中华人民共和国证券法》、《律师事务所从事证券法律 业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及本法 律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵循了勤 勉尽责和诚实信用原则，进行了充分的核查验证，保证本法律意见书所发表的结 论性意见合法、准确，不存在虚假记载、误导性陈述或者重大遗漏，并承担相应 法律责任。 在本法律意见书中，本所律师仅对本次会议召集和召开的程序、出席本次会 议现场会议人员的资格及表决程序是否符合 ...

证券代码：601333 证券简称：广深铁路 公告编号：2025-008 广深铁路股份有限公司 2024年度股东周年大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、会议召开和出席情况 (一) 股东大会召开的时间：2025 年 6 月 18 日 (二) 股东大会召开的地点：广东省深圳市罗湖区和平路 1052 号公司三楼会议室 (三) 出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | | 789 | | --- | --- | --- | | 其中：A | 股股东人数 | 788 | | 股） | 境外上市外资股股东人数（H | 1 | | 2、出席会议的股东所持有表决权的股份总数（股） | | 2,999,126,733 | | 其中：A | 股股东持有股份总数 | 2,697,272,831 | | 境外上市外资股股东持有股份总数（H 股） | | 301,853,902 | | 3、出席会议的股东所持有表决权股份 ...