Major Events - Tianyue Advanced (02631) plans to globally offer 47.7457 million H-shares from August 11 to August 14 [1] - Hengrui Medicine (01276) has its injection drugs listed in the proposed breakthrough treatment varieties public notice [1] - Shoucheng Holdings (00697) invests in Southern Universal Data Center REIT and Southern Runze Technology Data Center REIT [1] - Boyaa Interactive (00434) is included in the MSCI Global Small Cap Index [1] Financial Performance - Yum China (09987) reports a net profit of $507 million, an increase of 1.6% year-on-year [1] - Master Kong Holdings (00322) announces a profit attributable to shareholders of 2.271 billion yuan, up 20.5% year-on-year [1] - Q Tech (01478) reports a profit of 308 million yuan, a significant increase of 167.59% year-on-year [1] - Hang Wan Technology (01523) announces a net profit of approximately $21.665 million, up about 13.4% year-on-year, with a dividend of 12.34 HK cents per share [1] - Ruipu Lanjun (00666) reports a gross profit of approximately 829 million yuan, a year-on-year growth of 177.8% [1] - Kingdee International (00268) sees a revenue increase of 11.24% to 3.192 billion yuan, with strong growth in cloud business [1] - Yuyuan Group (00551) reports a profit attributable to shareholders of $171 million, a decrease of 7.2% year-on-year [1] - Boyaa Interactive (00434) reports a profit attributable to shareholders of 226 million HKD, down 27.8% year-on-year [1] - Chongqing Machinery and Electric (02722) expects a net profit attributable to shareholders to increase by about 50% year-on-year [1] - Anton Oilfield Services (03337) anticipates a significant profit increase of 41.6% to 60.5% year-on-year [1] - Sany International (00631) expects a net profit of approximately 1.234 billion to 1.332 billion yuan, an increase of 25% to 35% year-on-year [1] - Datang Renewable (01798) reports a cumulative power generation of approximately 21.3563 million MWh in the first seven months, an increase of 11.75% year-on-year [1] - China Jinmao (00817) reports a cumulative contracted sales amount of 61.807 billion yuan in the first seven months, up 23.12% year-on-year [1] - New Town Development (01030) reports a cumulative contract sales amount of approximately 11.99 billion yuan in the first seven months, down 55.66% year-on-year [1] - Dongfeng Motor Group (00489) reports automobile sales of approximately 978,500 units in the first seven months, a decrease of about 8.9% year-on-year [1] - Hopson Development Holdings (00754) reports a total contracted sales amount of approximately 9.047 billion yuan in the first seven months, down 12.49% year-on-year [1] - Yuyuan Group (00551) reports a net operating income of approximately $667.5 million in July, a year-on-year decrease of 1.9% [1]

转自：贝壳财经 首程控股执委、联席总裁叶芊领衔了"量产元年与生态共建"话题探讨。他指出，2025年机器人产业关键词为"量产"与"生态"，强调供应链能力、技术发展 和客户付费意愿的显著提升。加速进化创始人&CEO程昊提出人形机器人商业化路径，他认为赛事与教育市场是当前核心场景，并表示机器人足球联赛可 以实现商业闭环。 因时机器人创始人&CEO蔡颖鹏对比灵巧手与夹爪技术路线，他认为夹爪在固定场景仍具成本、效率优势；灵巧手核心价值在于泛化操作能力，但需与软 件协同优化。江行智能联合创始人&CEO庞海天指出人形机器人操作潜力更大，但当前在稳定性、耐候性、可靠性上仍不成熟。 富士康科技集团首席数字官史喆强调富士康作为机器人深度使用者，已在结构件加工、产品组装等环节大规模部署自动化设备。吉利汽车集团制造工程中 心创新技术部部长徐俊公布了国内柔性混线模式差异化解决方案。 在2025世界机器人大会（WRC）期间，首程控股举办"机器人创投主题交流会"。首程资本合伙人、参加CANPLUS创办人李青阳提到，作为百亿北京机器 人产业发展投资基金管理人，首程控股已完成了近20家高成长企业布局并构建了完整的投后赋能生态。 据悉，首程控股 ...

Core Viewpoint - The company has made significant investments in two data center REITs, enhancing its asset layout in the smart infrastructure sector, aligning with national strategies for digital economy and new infrastructure development [1] Investment Details - The company's wholly-owned subsidiary, Beijing Shouyuan Xinrong Investment Co., Ltd., has invested in the Southern Wanguo Data Center Closed-End Infrastructure Securities Investment Fund [1] - The Beijing Pingzhun Fund, managed by the company, has invested in the Southern Runze Technology Data Center Closed-End Infrastructure Securities Investment Fund [1] REITs Focus - Both REITs focus on core digital infrastructure assets, with the Southern Wanguo REIT based on the Kunshan Huqiao Guojin Data Cloud Computing Data Center, operated by Wanguo Data, a leading third-party data center service provider in China [1] - The Southern Runze Technology REIT is based on the Langfang Runze International Information Port A-18 Data Center, which is a leading project in the domestic big data and computing power infrastructure sector [1] Market Performance - Both REITs achieved a simultaneous trading limit increase last Friday, indicating strong market performance [1] Strategic Importance - The investments are seen as a response to national strategies for digital economy and new infrastructure, aiming to optimize the company's asset structure and reinforce its leading position in the smart infrastructure real estate sector [1]

本文源自：金融界AI电报 首程控股(00697.HK)发布公告，近日，公司的全资附属公司北京首源欣荣投资有限公司(首源欣荣)投资 南方万国数据中心封闭式基础设施证券投资基金(南方万国数据中心REIT);并且集团所属首程基石旗下 公司(公司全资附属公司)参与管理的北京平准基础设施不动产股权投资基金合伙企业(有限合伙)(北京平 准基金)投资南方润泽科技数据中心封闭式基础设施证券投资基金(南方润泽科技数据中心REIT)。这两 项投资进一步回应国家数字经济与"新基建"战略，并促进服务于智能基础设施和科技基础设施的培育和 实体经济的高质量发展。 ...

润泽科技发展有限公司("润泽科技")致力于提供面向大数据、云计算和5G等行业应用的综合解决方案。 南方润泽科技数据中心REIT以润泽(廊坊)国际资讯港A-18数据中心作为底层资产，在国内同类项目中处 于领先水准。南方润泽科技数据中心REIT的成功上市，是深化科技金融与绿色金融融合发展的生动实 践，有利于盘活优质存量资产并优化资本结构，进一步推动优质算力基础设施加快形成新质生产力，为 中国人工智能产业贡献力量。 集团未来将坚定不移地持续加大在中国核心智能基础设施不动产领域的投资布局，依托产业认知和生态 构建的领先优势，进一步推动REITs生态建设，继续引领并巩固REITs市场领先地位。 格隆汇8月11日丨首程控股(00697.HK)发布公告，近日，公司的全资附属公司北京首源欣荣投资有限公 司("首源欣荣")投资南方万国数据中心封闭式基础设施证券投资基金("南方万国数据中心REIT")；并且 集团所属首程基石旗下公司(公司的全资附属公司)参与管理的北京平准基础设施不动产股权投资基金合 伙企业(有限合伙)("北京平准基金")投资南方润泽科技数据中心封闭式基础设施证券投资基金("南方润泽 科技数据中心REIT")。这 ...

Group 1 - The company, Shou Cheng Holdings, has made significant investments in two REITs focused on data centers, aligning with national strategies for digital economy and new infrastructure [1] - The Southern Wanguo Data Center REIT, backed by Wanguo Data Holdings, is positioned as a valuable asset in China's data center landscape, supporting the country's new infrastructure strategy [1] - The company aims to leverage REITs as a key financial tool to optimize asset structure and expand investments in new infrastructure, contributing to the growth of China's digital economy [1] Group 2 - Runze Technology is focused on providing comprehensive solutions for big data, cloud computing, and 5G applications, with its REIT positioned as a leader in the domestic market [2] - The successful listing of the Southern Runze Technology Data Center REIT exemplifies the integration of technology finance and green finance, enhancing asset utilization and capital structure [2] - The group plans to continue increasing investments in core intelligent infrastructure real estate in China, aiming to strengthen its leading position in the REITs market [2]

自願公告 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。 本集團未來將堅定不移地持續加大在中國核心智能基礎設施不動產領域的投資佈局，依 託產業認知和生態構建的領先優勢，進一步推動REITs生態建設，繼續引領並鞏固 REITs市場領先地位。 承董事會命 首程控股有限公司 主席 趙天暘 香港，2025年8月11日 於本公告日期，董事會包括執行董事趙天暘先生（主席）、李浩先生（副主席）、許華 傑先生及劉景偉先生；非執行董事彭吉海先生及何智恒先生；獨立非執行董事王鑫博士、 張泉靈女士、諸葛文靜女士、張建偉博士及謝其潤女士。 關於投資南方萬國數據中心REIT和南方潤澤科技數據中心REIT 本公告乃由首程控股有限公司（「本公司」，連同其附屬公司「本集團」）自願發出。 本公司董事會欣然宣佈，近日，本公司之全資附屬公司北京首源欣榮投資有限公司(「 首源欣榮」)投資南方萬國數據中心封閉式基礎設施證券投資基金(「南方萬國數據中心 REIT」)；並且本集團所屬首程基石旗下 ...

Group 1 - The 2025 World Robot Conference (WRC) is taking place, with a focus on the "robot mass production year" and discussions on core technology breakthroughs, application scenario expansion, and the evolution of the financing environment [4][6] - Shoucheng Holdings has established and manages the "Beijing Robot Industry Development Investment Fund" with a total scale of 10 billion RMB, investing in leading companies in the robotics sector [2][4] - The event aims to create a resource-rich ecosystem for the robotics industry, emphasizing the importance of collaboration among academia, industry, and government [6][7] Group 2 - Key figures in the robotics industry discussed the future direction of embodied intelligence, highlighting its complexity and the potential of combining VFM and LLM technologies for task planning [6][7] - The "2025 Most Investable Robot Companies TOP 20" and "2025 Most Growth-Potential Robot Companies TOP 30" lists were released, featuring companies like Beijing Humanoid Robot Innovation Center and Amiao Robotics [9] - The focus has shifted from team backgrounds to the ability to mass-produce and implement robotics solutions in real-world applications [8]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 首程控股有限公司 | | | 呈交日期: | 2025年8月5日 | | | I. 法定/註冊股本變動 | 不適用 | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00697 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 7,284,455,440 | | 0 | | 7,284,455,440 | | 增加 / 減少 (-) | | | 421,1 ...

消息面上，首程控股发布公告，近日，集团所属首程基石旗下公司(公司全资附属公司)参与管理的北京 平准基础设施不动产股权投资基金合伙企业(有限合伙)投资华夏华电清洁能源封闭式基础设施证券投资 基金,本次投资将进一步优化存量资产配置，促进生态环保和低碳经济发展，为清洁能源基础设施建设 注入了源头活水。 据介绍，华电国际（600027）电力股份有限公司是中国最大型的综合性能源公司之一，其主要业务为建 设、经营发电厂，包括大型高效的燃煤、燃气发电机组及多项可再生能源项目。华电REIT以华电杭州 江东天然气热电联产项目作为底层资产，是央企盘活优质清洁能源资产、创新投融资模式的标杆案例。 集团未来将坚定不移地持续加大在中国核心智能基础设施不动产领域的投资布局，依托全产业链协同效 应及REITs领域先发优势，进一步深化与能源产业方的协同，优化资本结构并巩固REITs市场领先地 位。 首程控股(00697)涨超3%，截至发稿，涨3.76%，报1.93港元，成交额8028.18万港元。 ...