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]

Core Viewpoint - The company reported a total contract sales amount of approximately 1.119 billion yuan in July, indicating ongoing activity in the real estate market [1] Group 1: Sales Breakdown - Total contract sales included approximately 894 million yuan from property sales [1] - Renovation contract sales amounted to about 225 million yuan [1]

Group 1 - The total contract sales amount for the company and its joint ventures and associates for the seven months ending July 31, 2025, is approximately RMB 9.047 billion, representing a year-on-year decrease of 12.49% [1] - Property contract sales amount to approximately RMB 8.119 billion, while renovation contract sales amount to approximately RMB 0.928 billion [1] - For the month of July 2025, the total contract sales amount is approximately RMB 1.119 billion, with property contract sales of about RMB 0.894 billion and renovation contract sales of approximately RMB 0.225 billion [1] Group 2 - The total property contract sales area for the company and its joint ventures and associates is approximately 320,500 square meters, with an average selling price of about RMB 25,330 per square meter [1] - The total contract sales area for properties managed under the "He Sheng" brand is approximately 43,400 square meters, with a contract sales amount of about RMB 3.902 billion [1] - For the month of July 2025, the contract sales area for properties managed under the "He Sheng" brand is approximately 2,167 square meters, with a contract sales amount of about RMB 0.166 billion [1]

Summary of Key Points Core Viewpoint - The company reported its unaudited operational data for the first seven months of 2025, indicating a total contract sales amount of approximately RMB 90.47 billion, with significant contributions from property and renovation contracts [1]. Group 1: Total Sales Performance - For the period of January to July 2025, the total contract sales amount reached approximately RMB 90.47 billion [1]. - Property contract sales accounted for about RMB 81.19 billion, while renovation contract sales were approximately RMB 9.28 billion [1]. Group 2: Monthly Sales Breakdown - In July 2025 alone, the contract sales amount was around RMB 11.19 billion, with property contract sales of approximately RMB 8.94 billion and renovation contract sales of about RMB 2.25 billion [1]. Group 3: Property Sales Metrics - The total area sold for property contracts from January to July was approximately 320,542 square meters, with an average selling price of about RMB 25,330 per square meter [1]. - The total contract sales area for properties managed under the "He Sheng" brand was approximately 43,398 square meters, generating contract sales amounting to about RMB 39.02 billion [1]. Group 4: Management Property Sales - In July 2025, the contract sales area for properties managed by the company was approximately 2,167 square meters, with a contract sales amount of around RMB 1.66 billion [1].

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之內容概不負責，對其準確性或完整性亦不 發表聲明，並明確表示概不會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。 合生創展集團有限公司（「本公司」，連同其附屬公司，「本集團」）董事會（「董事會」）宣佈， 截至2025年7月31日止7個月，本集團及其合營公司及聯營公司之總合約銷售金額為約人民 幣90.47億元；其中物業合約銷售約人民幣81.19億元；裝修合約銷售約人民幣9.28億元。就 2025年7月單月而言，本集團及其合營公司及聯營公司之總合約銷售金額為約人民幣11.19 億元，其中物業合約銷售約人民幣8.94億元；及裝修合約銷售約人民幣2.25億元。截至2025 年7月31日止7個月，本集團及其合營公司及聯營公司之物業合約銷售面積為約320,542平方 米，物業合約銷售平均售價為約每平方米人民幣25,330元。 截至2025年7月31日止7個月，本集團及其合營公司及聯營公司以「合生」品牌代建管理之非 自投物業（「合生代建管理物業」）之總 合約銷售面積為約43,398 平方米，合約銷售金額為約 人民幣39.02億元。就 ...

Monetary Policy and Economic Outlook - The Central Political Bureau of the Communist Party of China decided to hold the Fourth Plenary Session of the 20th Central Committee in October to discuss the 15th Five-Year Plan for economic and social development, emphasizing the need for stable and flexible policies[5] - The government plans to allocate approximately 90% of the 90 billion yuan budget for childcare subsidies from the central finance[6] Market Trends - The bond market showed signs of recovery, with the yield on the 10-year government bond decreasing by 2.75 basis points to 1.7200%[16] - The U.S. Federal Reserve maintained the federal funds rate at 4.25% to 4.5%, marking the fifth consecutive meeting without changes, while the U.S. GDP grew at an annualized rate of 3% in Q2, surpassing expectations[8][9] Financial Market Performance - The bond market experienced a net cash injection of 158.5 billion yuan on July 30, following a 3,090 billion yuan reverse repurchase operation by the central bank[12] - The weighted average interest rates for various repo transactions showed a downward trend, with DR001 and DR007 rates falling to 1.315% and 1.518%, respectively[13][14] Commodity Prices - International crude oil prices increased, with WTI rising by 1.36% to $70.99 per barrel, while natural gas prices fell by 1.89% to $3.016 per MMBtu[10] Bond Issuance and Trading - The bond auction results indicated a competitive bidding environment, with the 1-year agricultural development bond receiving a bid-to-cover ratio of 2.3[18] - The convertible bond market saw a decline, with major indices dropping, and a total trading volume of 84.376 billion yuan, down by 5.53 billion yuan from the previous day[24]

Group 1 - The top three stocks with net inflows of southbound funds are Yingfu Fund (02800) with 2.858 billion, Hang Seng China Enterprises (02828) with 2.255 billion, and Meituan-W (03690) with 1.397 billion [1][2] - The top three stocks with net outflows of southbound funds are Pop Mart (09992) with -0.382 billion, Ping An of China (02318) with -0.360 billion, and Laopu Gold (06181) with -0.345 billion [1][2] - In terms of net inflow ratio, the top three are Hopson Development Holdings (00754) at 70.43%, K Wah International Holdings (00173) at 64.10%, and Qingdao Port International (06198) at 61.26% [1][2] Group 2 - The top three stocks with the highest net outflow ratios are Gawei Electronics (01415) at -60.55%, Bank of China Aviation Leasing (02588) at -46.75%, and GX Hengsheng Technology (02837) at -43.69% [1][3] - The top ten stocks with the highest net inflows include Kuaishou-W (01024) with 1.391 billion and Alibaba-W (09988) with 1.040 billion [2] - The top ten stocks with the highest net outflows also include CICC (03908) with -0.333 billion and Kangfang Biologics (09926) with -0.263 billion [2]

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: 合生創展集團有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 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) | 00754 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | HKD | | 0.1 | HKD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 6,000,000,000 | HKD | | 0.1 | HKD | | 600,000,000 | 第 2 頁 共 10 ...

Core Viewpoint - The announcement from the company indicates a total contract sales amount of approximately RMB 7.928 billion for the six months ending June 30, 2025, with a significant portion coming from property contracts [1] Group 1: Sales Performance - Total contract sales amount for the six months ending June 30, 2025, is approximately RMB 7.928 billion, with property contract sales around RMB 7.225 billion and renovation contract sales about RMB 703 million [1] - For June 2025, the total contract sales amount is approximately RMB 1.895 billion, with property contract sales around RMB 1.583 billion and renovation contract sales about RMB 312 million [1] Group 2: Sales Area and Pricing - The property contract sales area for the six months ending June 30, 2025, is approximately 288,200 square meters, with an average selling price of about RMB 25,070 per square meter [1] - The total contract sales area for non-self-invested properties managed under the "He Sheng" brand is approximately 41,231 square meters, with a contract sales amount of about RMB 3.736 billion [1]

Group 1: Important News - Trump announced that drug tariffs are imminent [1] Group 2: Individual Stock News - JD.com (09618.HK) subsidiary Dada has completed privatization and will voluntarily delist [2] - Haitian Flavor Industry (03288.HK) set the offering price at HKD 36.30 per H-share [2] - Liu Qiangdong stated that JD.com (09618.HK) will apply for stablecoin licenses in major currency countries [2] - Yadea Holdings (01585.HK) issued a profit warning, expecting net profit for the first half to increase to no less than HKD 1.6 billion [2] - Youjia Innovation (02431.HK) announced it has secured exclusive designation for the SAIC Maxus intelligent cockpit DMS project [2] - Hopson Development Holdings (00754.HK) reported total contract sales of approximately HKD 6.033 billion in the first five months, a year-on-year decrease of 14.66% [2] - Yongyi International (01218.HK) issued a profit warning, expecting annual comprehensive loss to expand to no less than HKD 700 million year-on-year [2] - Wang Xing cashed out over HKD 600 million in four days, with Li Auto (02015.HK) responding that it is a personal action and does not involve Meituan's shareholding [2] - Rongchang Biopharma (09995.HK) announced that Taitasip has received orphan drug designation from the EU [2] - Chow Tai Fook (01929.HK) repurchased 122 million shares at a cost of HKD 1.57 billion through a private arrangement on June 17 [2]