如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 FF305 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | | | | | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | | | 已發行股份總數 | | 於下列日期開始時的 ...

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産生或因倚賴該等內容而 引致的任何損失承擔任何責任。 本公告僅供參考，並不構成收購、購買或認購本公司任何證券之邀請或要約。 本公告不得直接或間接在或向美國境內派發。本公告並不構成在美國境內購買或認購任何證券之要約 或招攬，亦不構成其一部分。本公告所述本公司股份並未且將不會根據經修訂的美國《 1933 年證券法》 （「證券法」）登記，除根據證券法的登記規定作出登記或獲豁免外，亦不得在美國境內提呈發售或 出售。在美國公開發售的任何證券均將透過招股章程進行，招股章程可從本公司獲得，其中包含有關 本公司及管理層的詳細資料以及財務報表。本公司股份將不會在美國境內公開發售。 茲提述首程控股有限公司（「本公司」）日期為2025年9月4日內容有關根據一般性授權配售新股份之 公告（「該公告」）。除文義另有所指外，本公告所用詞彙與該公告所界定者具有相同涵義。 董事會欣然宣佈，配售協議的先決條件已獲達成及配售完成已於2025年9月10日完成。 配售代理已根據配售協議的條款及條件 ...

Group 1 - The Hong Kong stock market experienced a rebound after several days of decline, attributed to profit-taking and short-selling activities [1] - The U.S. non-farm payrolls for August recorded an increase of only 22,000, significantly below the market expectation of 75,000, leading to speculation about potential interest rate cuts by the Federal Reserve [1] - China's official gold reserves increased by 60,000 ounces to 74.02 million ounces as of the end of August, marking the 10th consecutive month of gold accumulation by the central bank, which is expected to benefit gold stocks [1] Group 2 - The first Deep Space Economy and Industry Development Conference was held in Hefei, China, proposing a framework for the "deep space economy" and identifying ten industry directions, with a projected global market size of one trillion dollars by 2040 [1] Group 3 - Shou Cheng Holdings (00697) reported a 36% year-on-year increase in revenue to 731 million and a 30% increase in net profit to 339 million, aligning with market expectations [3] - The company declared a special dividend of 768 million and an interim dividend of 271 million, totaling 1.039 billion in dividends for the first half of the year, resulting in a yield of 5.83% [3] - CICC raised its profit forecast for Shou Cheng Holdings for 2025 and 2026 by 7% and 6%, respectively, reflecting growth in core business and potential investment returns [3] Group 4 - The construction machinery industry saw a total excavator sales volume of 16,523 units in August, a year-on-year increase of 13%, with domestic sales up 15% [5] - Domestic demand for small excavators drove growth, with a 26% increase in sales, while large excavators saw a decline of 22% [5] - The U.S. market is recovering, with overall demand increasing by 8% in July, and North America showing a significant 26% growth [6] Group 5 - The investment sentiment in the Chinese stock market is improving, with foreign institutional clients indicating a more optimistic outlook [11] - Goldman Sachs reported that there is still room for growth in the Chinese stock market, driven by retail investors with substantial savings [11]

Group 1: Financial Performance - The company reported a 36% year-on-year increase in revenue to HKD 731 million and a 26% increase in gross profit to HKD 295 million for 1H25, with a net profit attributable to shareholders rising 30% to HKD 339 million, aligning with expectations [1] - A special dividend of HKD 768 million was declared on March 26, 2025, alongside an interim dividend of HKD 271 million, bringing the total dividends for 1H25 to HKD 1.039 billion, resulting in a dividend yield of 5.83% as of September 3, 2025 [1] Group 2: Business Operations - The revenue growth was primarily driven by operational service income and investment income from financial assets measured at fair value, which increased by 28% and 306% to HKD 476 million and HKD 129 million, respectively [1] - The company is actively investing in leading enterprises in the robotics sector through its Beijing Robotics Industry Development Investment Fund, which has a scale of HKD 10 billion, with potential returns expected from some of these investments as they apply for IPOs [2] Group 3: Strategic Initiatives - The company has established a comprehensive service model for robotics, including sales agency and leasing services, and has partnered with over 50 companies to enhance its ecosystem [2] - The company is leveraging its infrastructure operations to provide real-world applications for robotics, which in turn supports its fund management business, indicating a deep integration of asset operations and financing [2] Group 4: Profit Forecast and Valuation - The net profit forecast for 2025 and 2026 has been raised by 7% and 6% to HKD 650 million and HKD 750 million, reflecting growth in core business and potential investment returns, maintaining an outperform rating [3] - The target price has been increased by 5% to HKD 2.73, corresponding to 2.2 times the 2025 price-to-book ratio, suggesting a 19% upside from the current stock price [3]

Group 1 - The "Machine Wolf" made its debut at the 93rd National Day Parade, showcasing enhanced capabilities in reconnaissance, strike, and support compared to the "Machine Dog" [3] - The "Machine Wolf" is designed for collaborative operations between manned and unmanned vehicles, marking a new breakthrough in land-based combat [3] - The "Machine Wolf" features roles such as reconnaissance, precise strike, and support, demonstrating tactical coordination with soldiers [3] Group 2 - OpenAI plans to collaborate with Broadcom to mass-produce its self-developed AI chips, aiming to reduce reliance on Nvidia, which currently holds about 80% of the AI chip market [7] - The first chip from OpenAI focuses on AI model training, with future plans for more powerful processors, although self-developed chips present significant challenges [7] - OpenAI's chip design team has expanded to at least 40 members, but remains smaller compared to teams at companies like Google [7] Group 3 - Shoucheng Holdings announced the establishment of a "Robot Advanced Materials Industry Company" to focus on key material research and industrialization for the robotics industry [10] - The new company will concentrate on core materials such as electronic skin and lightweight PEEK, aiming to enhance robot performance and cost control [10] - Shoucheng Holdings is building a complete industrial chain, with the new company serving as a key component in upstream development [10] Group 4 - Stone Technology launched three new robotic lawn mowers at IFA 2025, entering the robotic lawn mower market with models featuring advanced capabilities [13] - The RockMow Z1 boasts all-wheel drive and can handle steep slopes, while the S1 offers AI smart mapping [13] - The company also introduced various new products, including advanced vacuum cleaners, although some pricing and release dates remain undisclosed [13] Group 5 - Aiper unveiled its first AI pool cleaning robot, Scuba V3, at IFA Berlin 2025, which is noted for being the lightest visual recognition AI pool cleaner [15] - Scuba V3 features waterline detection and can intelligently avoid obstacles, achieving a 40% reduction in operational time and energy consumption [15] - The robot is set to be released in early 2026 at a price of $1199 [15]

Group 1: Hong Kong Stock Market Highlights - China Tobacco Hong Kong (06055) rose over 2% after announcing exclusive distribution agreements for brand cigars with Hubei and Shandong Tobacco [1] - Sportswear stocks generally increased, with Li Ning (02331) up nearly 1% and Tmall (06110) up nearly 2%, following a government directive to enhance the modern sports industry and boost consumption [1] - He Yu-B (02256) surged over 3% as the company announced multiple positive developments, including the approval of oral PD-L1 combined with Gorai Leisai for Phase II clinical trials [1] - Gold stocks collectively rose, with Lingbao Gold (03330) up over 4%, China Gold International (02099) up over 1%, and Zijin Mining (02899) up over 3%, amid expectations of a U.S. interest rate cut [1] - UBTECH (09880) increased over 2% after Citigroup reported that the company has received 400 million RMB in humanoid robot orders and secured a $1 billion strategic investment from a Middle Eastern fund [1] - Huimai Technology (01860) surged over 12%, reaching a historical high, with a year-to-date stock price increase of over 110% due to the continuous iteration of its AI-driven smart bidding system [1] Group 2: Other Notable Stocks - Wanka Yilian (01762) rose over 11% after announcing a comprehensive cooperation memorandum with Alibaba Cloud to create an AI marketing ecosystem [2] - Longpan Technology (02465) increased over 10%, with Citic Securities indicating potential opportunities in the battery sector due to an upcoming significant meeting [2] - Juzi Bio (02367) rose over 4%, with institutions optimistic about the recovery of live streaming during the upcoming Double Eleven shopping festival [2] - Shoucheng Holdings (00697) increased over 8% after its subsidiary announced additional investment in Songyan Power amounting to several million RMB [2] Group 3: U.S. Stock Market Highlights - Salesforce (CRM.US) fell 4.85% after reporting a 9.8% year-over-year revenue growth for Q2, with Q3 revenue guidance slightly below expectations [3] - American Eagle (AEO.US) surged 37.96% after exceeding expectations in its Q2 earnings report [3] - Hewlett Packard Enterprise (HPE.US) rose 1.49% with a 19% year-over-year revenue growth in Q3, marking a record high [3] - United Microelectronics (UMC.US) increased 3.46%, reporting a 1.86% year-over-year sales growth for the first eight months of the year [3] - ZTO Express (ZTO.US) continued to rise by 0.94%, with the logistics industry index in China at 50.9%, up 0.4 percentage points from the previous month [3] - Bilibili (BILI.US) rose 0.99%, with research indicating high growth in the gaming industry supported by policy, expecting continued quarter-over-quarter improvement [3] - Waterdrop (WDH.US) increased 2.25%, reporting nearly a 120% growth in net profit attributable to shareholders, driven by AI model empowerment [3] Group 4: Additional U.S. Stock Movements - Sanofi (SNY.US) fell 9.14% despite achieving all primary and secondary endpoints in a Phase III study for Amlitelimab, as results did not meet market expectations [4] - Toyota (TM.US) rose 2.40% after announcing plans to produce a pure electric vehicle model at its Czech factory, marking its first electric vehicle production in Europe [4] - Baidu (BIDU.US) increased 1.88% following the release of an action plan by the Ministry of Industry and Information Technology to enhance intelligent cloud services [4] Group 5: Earnings Reports and Forecasts - C3.ai (AI.US) fell 7.31% after reporting Q1 results and revenue guidance for FY2026 that fell short of expectations [5] - Samsara (IOT.US) rose over 10% with a 30% year-over-year revenue growth in Q2 [5] - UiPath (PATH.US) increased nearly 5%, reporting Q2 revenue of $362 million, a 14% year-over-year growth, and projecting FY2026 revenue between $1.571 billion and $1.576 billion [5] - DocuSign (DOCU.US) rose nearly 9% after reporting Q2 revenue of $800.6 million, a 9% year-over-year increase, with GAAP gross margin at 79.3% [5]

Core Viewpoint - 首程控股's stock rose over 8%, reaching 2.39 HKD with a trading volume of 329 million HKD, following additional investment in 松延动力 by its Beijing Robotics Industry Development Investment Fund [1] Financial Performance - In the first half of the year, 首程控股 reported revenue of approximately 731 million HKD, a year-on-year increase of 36% [1] - The net profit attributable to shareholders was 339 million HKD, reflecting a year-on-year growth of 30% [1] Investment Activities - The Beijing Robotics Industry Development Investment Fund, under 首程控股, completed an additional investment of several million RMB in 松延动力, following an initial investment in March 2024 [1] - The company has expanded its investment portfolio to include key enterprises in the robotics industry, such as 宇树科技, 银河通用, 星海图, and 松延动力 [1] Market Outlook - 宇树科技 plans to submit its listing application to the stock exchange between October and December 2025, with operational data to be disclosed at that time [1] - 东吴证券 maintains a "buy" rating for 首程控股, citing stable growth in its main business and deepening investments in humanoid robotics [1]

Core Viewpoint - The stock of Shoucheng Holdings (00697) has risen over 8%, currently trading at 2.39 HKD with a transaction volume of 329 million HKD, following the announcement of additional investment in Songyan Power by its Beijing Robotics Industry Development Investment Fund [1] Group 1: Investment Activities - Shoucheng Holdings' Beijing Robotics Industry Development Investment Fund has completed an additional investment of several million RMB in Songyan Power, following an initial investment in March 2024 [1] - The company has expanded its investment portfolio to include key enterprises in the robotics industry, such as Yushu Technology, Galaxy Universal, Xinghai Map, and Songyan Power [1] Group 2: Financial Performance - In the first half of the year, Shoucheng Holdings reported revenue of approximately 731 million HKD, representing a year-on-year increase of 36% [1] - The net profit attributable to the parent company was 339 million HKD, reflecting a year-on-year growth of 30% [1] Group 3: Future Prospects - Yushu Technology is expected to submit its listing application to the stock exchange between October and December 2025, with relevant operational data to be disclosed at that time [1] - Dongwu Securities maintains a "buy" rating for the company, citing its stable main business and deepening layout in humanoid robotics as key factors for growth [1]

Group 1 - The core viewpoint of the report is that CICC has raised the profit forecast for Shoucheng Holdings (00697) for 2025 and 2026 by 7% and 6% respectively, reflecting a positive outlook on the company's core business and potential investment gains [1] - The revised net profit estimates for Shoucheng Holdings are 650 million and 750 million yuan, representing year-on-year increases of 58% and 16% respectively [1] - CICC maintains an "outperform" rating for the company and has increased the target price by 5% to HKD 2.73, which corresponds to a price-to-book ratio of 1.8 times and 1.9 times for the next two years [1] Group 2 - In the first half of the year, Shoucheng Holdings reported a revenue increase of 36% and a gross profit increase of 26%, reaching 731 million yuan and 295 million yuan respectively [1] - The net profit attributable to shareholders rose by 30% year-on-year to 339 million yuan, aligning with CICC's expectations [1] - The company declared a special dividend of 768 million yuan on March 26, along with an interim dividend of 271 million yuan, resulting in a total dividend payout of 1.039 billion yuan for the first half of the year, which corresponds to a dividend yield of 5.83% [1]

Core Viewpoint - CICC has raised the profit forecast for Shoucheng Holdings (00697) for 2025 and 2026 by 7% and 6% respectively, reflecting positive growth in core business and potential investment returns [1] Financial Performance - Shoucheng Holdings reported a 36% year-on-year increase in revenue to 731 million and a 26% increase in gross profit to 295 million [1] - The net profit attributable to shareholders increased by 30% year-on-year to 339 million, aligning with CICC's expectations [1] Dividend Distribution - The company declared a special dividend of 768 million on March 26, along with an interim dividend of 271 million, totaling 1.039 billion in dividends for the first half of the year, which corresponds to a dividend yield of 5.83% [1] Target Price Adjustment - CICC has raised the target price for Shoucheng Holdings by 5% to HKD 2.73, reflecting a price-to-book ratio of 1.8 times and 1.9 times for the next two years [1]