北京首都机场股份(00694)公布，于2025年7月31日，公司董事会考虑并批准建议在中华人民共和国发行 各自本金总额不超过人民币40亿元的中期票据及短期融资券，有效注册期为两年，并将于该有效註册期 内分批次发行。 ...

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分內容 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。 自願公告 建議於中國發行中期票據及短期融資券 本公告乃由北京首都國際機場股份有限公司（「本公司」）向本公司股東（「股東」）及潛在投 資者自願作出。 建議於中國發行不超過人民幣40億元的中期票據及不超過人民幣40億元的短期融資 券 於二零二五年七月三十一日，本公司董事會（「董事會」）考慮並批准建議在中華人民共和 國（「中國」）發行各自本金總額不超過人民幣40億元的中期票據（「中期票據」）及短期融資 券（「短期融資券」），有效註冊期為兩年，並將於該有效註冊期內分批次發行（「建議發 行」）。 建議發行須待股東於本公司臨時股東會（「臨時股東會」）上以特別決議案批准後，方可作 實。建議發行將亦須向中國銀行間市場交易商協會（「交易商協會」）註冊並獲其批准。 本公司建議發行的詳情如下： 發行人 ： 本公司； 發行規模 ： 發行中期票據及短期融資券各自的本金總額應不超過人民幣 40億元（包括人民幣40億元），最終發行規 ...

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分內容 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。 公告 建議修訂公司章程並取消監事會 本公告由北京首都國際機場股份有限公司（「本公司」）根據香港聯合交易所有限公司證券 上市規則第13.51(1)條作出。 建議修訂公司章程並取消監事會 本公司董事會（「董事會」）謹此宣佈，為優化本公司的公司管治架構，根據《中華人民共和 國公司法》（「公司法」）的相關規定，結合本公司的實際經營管理需要，董事會於二零二五 年七月三十一日決議擬對本公司公司章程（「公司章程」）進行修訂。本次公司章程修訂完 成後，本公司將不再設置監事會（「監事會」）和監事。由董事會轄下的審核與風險管理委 員會（「審核與風險管理委員會」）行使公司法規定的監事會職權，本公司監事會議事規則 相應廢止。 本公司建議修訂公司章程的若干條文，內容有關(i)取消監事會和監事設置，由審核與風 險管理委員會行使公司法規定的監事會職權；(ii)新增本公司職工董事設置和產生方式； 及(iii)其他內務修訂。 建議修訂公 ...

Core Viewpoint - The aviation sector continues to experience a downward trend in stock prices, influenced by rising fuel costs and geopolitical tensions, particularly related to U.S. tariffs on Indian goods and sanctions on Iran [1] Group 1: Stock Performance - China National Aviation (601111) saw a decline of 4.51%, trading at HKD 5.29 [1] - Capital Airport (00694) dropped by 3.15%, with a price of HKD 3.07 [1] - China Southern Airlines (600029) fell by 2.43%, priced at HKD 3.62 [1] - China Eastern Airlines (00670) decreased by 2.74%, trading at HKD 2.84 [1] Group 2: Geopolitical Impact - U.S. President Trump announced a 25% tariff on goods exported from India starting August 1, raising concerns about supply chain disruptions [1] - Additional sanctions may be imposed on India due to its continued energy purchases from Russia, further escalating geopolitical tensions [1] Group 3: Fuel Costs and Financial Implications - Fuel costs remain the largest expense for airlines, and rising oil prices are expected to lead to higher fuel surcharges [1] - The rapid increase in fuel prices may negatively impact demand due to cost pass-through effects, worsening airline profitability [1] - Airlines face significant foreign currency exposure due to aircraft purchases and leasing, which could result in substantial foreign exchange losses amid currency depreciation [1]

Core Viewpoint - The aviation sector continues to experience a downward trend, influenced by rising fuel costs and geopolitical tensions, particularly related to U.S. tariffs on Indian goods and sanctions on Iran, which are raising supply chain concerns and risk premiums [1] Group 1: Stock Performance - As of the latest update, major Chinese airlines are seeing significant declines in their stock prices: China National Aviation (00753) down 4.51% to HKD 5.29, Capital Airport (00694) down 3.15% to HKD 3.07, Southern Airlines (01055) down 2.43% to HKD 3.62, and Eastern Airlines (00670) down 2.74% to HKD 2.84 [1] Group 2: Geopolitical Impact - U.S. President Trump announced a 25% tariff on goods exported from India starting August 1, warning of potential additional penalties due to India's continued energy purchases from Russia, which raises concerns about supply disruptions [1] - The new sanctions against Iran's oil transport network are further constraining global supply, contributing to increased risk premiums in the market [1] Group 3: Fuel Costs and Financial Implications - According to Guosen Securities, fuel costs remain the largest expense for airlines, and the rapid increase in oil prices is likely to lead to higher fuel surcharges, which may negatively impact demand due to cost pass-through effects [1] - Airlines are significantly exposed to foreign currency liabilities due to aircraft purchases and leases being primarily denominated in foreign currencies, and the implementation of new leasing standards since 2021 has amplified this exposure, leading to substantial foreign exchange losses that could severely affect current profits [1]

减持后，Mitsubishi UFJ Financial Group, Inc.最新持股数目为168,410,000股，持股比例由9.00%下降至 8.96%。 | 要植序禁 | 次發動攝舉)嚴選行政人員名稱 作出按羅的 寶入 / 寶出城市及的服 鄭敏的平均價 | | | 持有很益的我份款目 (估已發行的 有爾事件的日期 相關法滿股份 價價超權益 - | | --- | --- | --- | --- | --- | | | a | 第 71 | | (携多限土地*赶耀) 有我禁■股 (日/月/用) ■ ■基 | | | | | | 但價分比 | | CS20250725E00329 | Mitsubishi UFJ Financial Group, It 201(L) 806,000(L) | | HKD 3 0499 | 168,410,000(L) 8.96(L)23/07/2025 | | | Inc | | | | 格隆汇7月28日丨根据联交所最新权益披露资料显示，2025年7月23日，北京首都机场股份(00694.HK)遭 Mitsubishi UFJ Financial Group, Inc.在 ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index dropping over 1%, ending a five-day winning streak, closing at 25,388.35 points, down 1.09% or 278.83 points, with a total turnover of 281.77 billion HKD [1] - Despite the decline, the Hang Seng Index saw a weekly increase of 2.27%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 1.83% and 2.51% respectively [1] Blue Chip Performance - WuXi Biologics (02269) led the blue-chip stocks, rising 5.53% to 31.5 HKD, contributing 9.65 points to the Hang Seng Index, following a profit warning indicating a projected 16% revenue growth in the first half of 2025 [2] - Other notable blue-chip performances included SMIC (00981) up 4.98%, Nongfu Spring (09633) up 3.56%, while New Oriental (09901) and Shenzhou International (02313) saw declines of 3.36% and 2.94% respectively [2] Sector Highlights - Large tech stocks generally declined, with Alibaba down nearly 2% and Tencent over 1% [3] - Semiconductor stocks saw a rally, with Hua Hong Semiconductor rising 9% and SMIC up nearly 5% [3] - The pharmaceutical sector experienced gains, driven by a shift towards value assessment in drug procurement, with notable increases in stocks like Kanglong Chemical (03759) up 7.71% and Zhaoyan New Drug (06127) up 7.02% [4] - Airline stocks were active, with China Eastern Airlines (00670) up 3.69% and Air China (00753) up 3.68%, supported by strong summer travel demand [6][7] Regulatory Developments - The National Healthcare Security Administration announced changes to the 11th batch of centralized procurement, moving away from a simple lowest price reference, which is expected to curb vicious price competition and promote a shift towards value-based competition in the pharmaceutical industry [5] - The introduction of new policies aimed at supporting innovative drugs and medical devices was discussed in a recent meeting, indicating a focus on enhancing the clinical application of high-level technological innovations [5] Notable Stock Movements - Valiant Biopharma (09887) saw a significant increase of 91.71% on its debut, closing at 67.1 HKD, following a successful IPO [9] - Jihong Holdings (02603) rose 15.31% after announcing a projected net profit increase of 97.25% to 108.21% for the first half of 2025 [10] - COSCO Shipping Ports (01199) reached a new high, up 9.31%, amid reports of potential acquisitions of port assets [11] - Kintor Pharmaceutical (00148) announced a profit warning, leading to an 8.29% increase in stock price, with expected profits rising over 70% [12] - Lingbao Gold (03330) also saw gains, up 5.89%, with projected revenue growth of 75% to 85% for the first half of 2025 [13]

消息面上，7月22日，2025年全国民航年中工作电视电话会议在京召开，民航局局长宋志勇在会议强 调，优化航线网络布局，积极服务扩大内需和对外开放；加快构建民航领域统一大市场，综合整治行 业"内卷式"竞争。此前6月26日，民航局已召开电话会，专题部署民航领域综合整治"内卷式"竞争工 作。此外，据信达证券，7.1-7.22暑运累计旅客量吞吐量9986.4万人次，同比增加3.0%；航班执行量69.1 万架次，同比增加2.5%；国内线客座率84.3%，累计同比增加1.0pct，客座率持续高位。境内航线平均 票价同比减少7.8%，单位座收同比减少7.6%。 信达证券认为，民航局专题部署民航领域综合整治"内卷式"竞争工作，引导行业回归理性竞争、有序发 展，格局有望持续改善。暑运旺季需求持续增长、客座率高位，供需或将改善，有望带动座收回升。看 好座收回升带来的航司利润弹性。国泰海通证券指出，2025年以来，航空供需持续向好，且4-5月航司 收益管理策略初现改善。"反内卷"将减少过度低价，助力收益管理继续改善，加速行业盈利恢复与中枢 上行。同时，"反内卷"有望保障未来行业机队规划继续低速增长。 智通财经APP获悉，航空股表现 ...

转自：北京日报客户端 进入暑期，首都机场旅客量持续上升。记者从首都机场了解到，目前首都机场已为旅客提供安检物品暂 存服务，可免费为国内、国际出港的旅客提供安检禁限带物品暂存及返还的服务，方便旅客顺畅出行。 在乘坐飞机时，有诸多物品是被限制携带进入飞机的，不过也有一些看似平常的物品，其实并不能带上 飞机。首都机场安保公司东区安检部三科副科长陈彬彬告诉记者，夏季户外运动高峰期，一些旅客会随 身携带登山杖。不过，登山杖属于金属材质，且底部较为尖锐，不可以随身携带，旅客需要在值机柜台 提前进行托运。 "暑期也是家庭出游的高峰，一些家长会给孩子准备了剪刀、裁纸刀，把这些放到了书包里。"陈彬彬 说，根据民航局的要求，刀刃超过6厘米的日常生活刀具不可以随身携带，家长需要提前将这些刀具拿 出，办理托运手续。 此外，一些旅客在旅途中会随身携带化妆品和清洁用品。不过需要提醒的是，除了常见的水和饮料，许 多膏状、胶状和凝胶状的物品，也属于液态物品范畴。如果容器容积不超过100毫升，则可以随身携 带；但如果容器的容积超过100毫升，即使瓶内没有装满液体，也需要提前办理托运。 旅客在首都机场安检过程中，被认定无法携带乘机又不想自弃的物 ...

Group 1 - Nanshan Aluminum International (02610.HK) expects a mid-term net profit of approximately $225 million to $265 million for the six months ending June 30, 2025, compared to a net profit of about $159 million for the same period ending June 30, 2024 [1] - The increase in net profit is primarily attributed to an improvement in gross margin, driven by higher alumina prices and relatively stable unit production costs [1] - The average selling price of the company's products for the first half of 2025 is expected to be around $530 per ton, up from approximately $387 per ton in the first half of 2024, but lower than $561 per ton in the second half of 2024 [1] Group 2 - TCL Electronics (01070.HK) anticipates a year-on-year adjusted net profit growth of approximately 45% to 65% for the first half of 2025 [2] - Renrui Talent (06919.HK) expects a mid-term profit attributable to equity holders to increase by 66.7% to 94.1% [2] - China Rare Earth Holdings (03788.HK) reports an increase in total gold resources to 5.07 million ounces [2]