Group 1: Company Earnings - PCCW (00008.HK) reported a revenue of HKD 18.922 billion for the first half, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [1] - Xinyi Solar (00968.HK) recorded a revenue of HKD 10.932 billion, a decrease of 6.5% year-on-year, with a net profit of HKD 0.746 billion, down 58.8% [2] - Xinyi Glass (00868.HK) had a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [3] - Xinyi Energy (03868.HK) reported a revenue of HKD 1.21 billion, an increase of 7.7% year-on-year, with a net profit of HKD 0.45 billion, up 23.4% [4] - DTXS Silk Road Investment (02510.HK) issued a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [5] - Lianhua Supermarket (00980.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 25-55 million [6] - Tibet Water Resources (01115.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 36 million, a year-on-year increase of about 300% [7] - Foton Motor (00420.HK) issued a profit warning, expecting a mid-term net profit of HKD 30.7 million, turning from loss to profit [8] - Hong Kong Travel (00308.HK) issued a profit warning, expecting a mid-term net loss exceeding HKD 70 million, turning from profit to loss [9] - Poly Property Group (00119.HK) issued a profit warning, expecting a mid-term net profit to decline by 40%-50% year-on-year [10] - Kefu Shan Group Holdings (08512.HK) issued a profit warning, expecting a mid-term net profit to decrease to approximately HKD 43-47 million [11] - Mobi Development (00947.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 32 million [12] - Changmao Biochemical Engineering (00954.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 24-27 million [13] - Yunyou Holdings (00484.HK) issued a profit warning, expecting a mid-term net loss to increase to approximately HKD 21 million [14] - Weiya Li (00854.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 15-25 million, turning from loss to profit [15] Group 2: Automotive Sales - BYD Company (01211.HK) reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [16] - Great Wall Motors (02333.HK) reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [17] - Li Auto (02015.HK) delivered 30,731 new vehicles in July [18] - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of approximately 58% [19] Group 3: Company News - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia, with a contract value expected to reach several billion USD [20] - InnoCare Pharma (02577.HK) partnered with NVIDIA to jointly promote the large-scale implementation of 800 VDC power architecture in AI data centers [21] - Zijin Mining (02899.HK) received parliamentary approval for the mining lease of the Akyem gold mine in Ghana, with a total transaction value of USD 1 billion [22] - Codex-B (02487.HK) received approval from the Hong Kong Department of Health for the listing of CU-40102 (topical finasteride spray) for the treatment of androgenetic alopecia [23] - Mixue Group (02097.HK) subscribed to a wealth management product from Pudong Development Bank, involving an investment of HKD 300 million [24] Group 4: Buyback Activities - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HKD 22.5922 million, with repurchase prices ranging from HKD 112.4 to 114.3 [25] - Vitasoy International (00345.HK) repurchased 1.844 million shares at a cost of approximately HKD 16.89 million, with repurchase prices ranging from HKD 9.14 to 9.17 [26]

Group 1 - The company, 威雅利 (00854.HK), expects to achieve a consolidated net profit of approximately HKD 15 million to HKD 25 million in the first half of 2025 [1] - For the mid-term of 2024, the company anticipates a consolidated net loss of approximately HKD 78.6 million [1]

Core Viewpoint - The company anticipates a significant improvement in financial performance, projecting a consolidated net profit of approximately HKD 15 million to HKD 25 million in the first half of 2025, compared to a consolidated net loss of approximately HKD 78.6 million in the mid-2024 period [1] Financial Performance Summary - The board attributes the notable improvement in financial performance to several factors: - The gross profit margin has improved compared to the mid-2024 fiscal year [1] - There was a reversal of impairment losses on certain trade receivables during this period, whereas the mid-2024 fiscal year experienced net impairment losses [1] - The company recorded a net reversal of inventory provisions during this period, in contrast to the mid-2024 fiscal year, which saw provisions for obsolete inventory [1]

格隆汇8月1日丨威雅利(00854.HK)公告，对比2024财年中期录得综合净亏损约78.6百万港元，集团截至 2025年6月30日止六个月将有可能录得综合净溢利介于15.0百万港元至25.0百万港元。 董事会认为集团本期间财务表现显著改善主要归因于以下因素：(i)本期间毛利率较2024财年中期整体改 善；(ii)集团若干贸易应收款项于本期间出现减值拨回净额，而2024财年中期则存在减值亏损净额；及 (iii)本期间录得存货拨备回拨净额，而2024财年中期则就滞销存货作出库存拨备。 ...

WILLAS-ARRAY ELECTRONICS (HOLDINGS) LIMITED 香港交易及結算所有限公司、香港聯合交易所有限公司及新加坡證券交易所有限 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產生或因倚賴該等內容而引致的任 何損失承擔任何責任。 新加坡證券交易所有限公司概不對本公告內作出的任何陳述、載列的任何報告或 發表的任何意見的正確性承擔任何責任。 本公告由威雅利電子（集團）有限公司（「本公司」，連同其附屬公司為「本集團」） 依據香港聯合交易所有限公司證券上市規則（「香港上市規則」）第13.09條及證券及 期貨條例（香港法例第571章）第XIVA部的內幕消息條文（定義見香港上市規則）以 及新加坡證券交易所有限公司上市手冊主板規則第703條宣佈。 本公司董事會（「董事會」）欣然知會本公司股東及潛在投資者，基於董事會就本集 團截至二零二五年六月三十日止六個月（「本期間」）之未經審核綜合管理帳目（「未 經審核管理帳目」）的初步評估，董事會預期，對比截至二零二四年六月三十日止 六個月（「二零二四財年中期」）錄得綜合淨虧損約78.6百萬 ...

Market Overview - Hong Kong stocks experienced a pullback after an initial rise, with the Hang Seng Index closing down 0.29% at 24,517.76 points and a total trading volume of 258.95 billion HKD [1] - The Hang Seng China Enterprises Index fell 0.18% to 8,861.39 points, while the Hang Seng Tech Index decreased by 0.24% to 5,418.4 points [1] - Shenwan Hongyuan remains optimistic about investment opportunities in Hong Kong and A-share markets, predicting that Hong Kong will play a crucial role in the restructuring of the global financial order [1] Blue Chip Performance - Anta Sports (02020) led blue-chip stocks, rising 2.28% to 91.85 HKD, contributing 4.55 points to the Hang Seng Index [2] - Other notable performers included Kuaishou-W (01024) up 2.13% and Trip.com Group-S (09961) up 1.59%, while Shenzhou International (02313) and Zhongsheng Holdings (00881) saw declines of 2.75% and 2.67%, respectively [2] Sector Highlights - Large tech stocks showed mixed results, with Kuaishou rising over 2% and Baidu nearly 1%, while Tencent fell 0.19% [3] - The humanoid robot sector is gaining traction, with Shengye rising nearly 15% following positive developments [3] - The innovative drug sector remains active, with Lijun Pharmaceutical rising 13% amid ongoing interest in new drug procurement [4][5] Innovative Drug Sector - The 11th batch of national drug procurement has started, focusing on mature "old drugs" while excluding innovative drugs [5] - Analysts believe that the current innovative drug market is driven by value reassessment, with domestic investors increasing their positions through Hong Kong Stock Connect [5] Stablecoin Activity - China San San Media (08087) surged 72.73% after announcing plans to apply for a stablecoin license in Hong Kong, which will officially take effect on August 1 [6] - The global regulatory framework for stablecoins is expected to lead to significant industry growth [6] New Consumption Trends - New consumption stocks showed varied performance, with Guoquan (02517) up 7.29% and Hu Shang Ayi (02589) up 1.99%, while Gu Ming (01364) fell 4.26% [7] - Guoquan expects a net profit of approximately 180 to 210 million RMB for the first half of 2025, representing a year-on-year increase of 111% to 146% [7] Notable Stock Movements - Weiyali (00854) saw a dramatic increase of 288.34% after resuming trading, reaching a peak of 33.2 HKD [8] - Chongqing Machinery (02722) rose 14.06% following news of NVIDIA resuming sales of its H20 chip in China [9] - Jiufang Zhitu Holdings (09636) increased by 10.06% as it plans to issue shares for strategic investments [10] - Quzhi Group (00917) fell 12.06% after announcing a share placement at a discount to its market price [11]

Key Points - A total of 133 stocks reached their 52-week highs as of July 16, with notable performers including 威雅利 (00854) at 909.12%, 绿心集团股权 (02999) at 135.29%, and 首都金融控股 (08239) at 65.22% [1] - 威雅利 (00854) closed at 12.660, with a peak price of 33.200, marking a significant increase of 909.12% [1] - 绿心集团股权 (02999) had a closing price of 0.020 and reached a high of 0.040, reflecting a growth of 135.29% [1] - 首都金融控股 (08239) closed at 1.590, with a maximum price of 1.900, indicating a rise of 65.22% [1] - Other notable stocks include 中国三三传媒 (08087) with a 59.54% increase, and 云能国际 (01298) with a 41.23% increase [1] - The report also lists stocks that reached their 52-week lows, with 百利达集团控股 (08179) at -7.14% and 昊天国际建投 (01341) at -6.28% [5]

Market Overview - The Hong Kong stock market opened high but closed lower, with the Hang Seng Index down by 0.29%, the Hang Seng China Enterprises Index down by 0.18%, and the Hang Seng Tech Index down by 0.24% [1][2] - All three indices reached new highs since April during the trading session [1] Sector Performance - Major technology stocks mostly declined, with Meituan down 1.66%, Netease down 1%, and Xiaomi, JD.com, and Tencent also falling, while Baidu and Alibaba saw gains [2] - Large financial stocks, including banks, insurance, and brokerage firms, performed poorly, and sectors related to "anti-involution" saw significant declines, particularly in construction materials, cement, and steel [2] - Conversely, education stocks surged due to a national initiative for large-scale vocational skills training, and cryptocurrency-related stocks rebounded in the afternoon [2][11] - Biopharmaceutical stocks continued their upward trend, and semiconductor stocks rose as Nvidia announced a resumption of chip sales to China [2] Notable Stock Movements - Kintone International saw a drop of over 7%, while NIO, Meituan, and BYD Electronics fell over 1%. Conversely, Tongcheng Travel rose over 3%, and Tencent Music and Kuaishou increased by over 2% [4][5] - Real estate stocks declined, with Midea Real Estate down over 5% and several other major developers falling by over 3% [6] - Coal stocks experienced significant drops, with Anyu Asia and Mongolia Energy down over 6% [7] Tourism and Education Stocks - Tourism-related stocks were active, with Tongcheng Travel rising over 5% and other travel companies following suit [8] - The government announced a large-scale vocational skills training initiative, leading to a collective rise in education stocks, including China Oriental Education and Zhonghui Group, both up over 3% [10] Cryptocurrency Stocks - Cryptocurrency-related stocks saw significant gains, with Blue Ocean Interactive up over 25% and Boya Interactive up over 9% [11][12] Individual Stock Highlights - Weiyali resumed trading and saw a dramatic increase of 918.4% at one point, closing with a gain of 288.34% [13] - China San San Media rose over 72%, with a month-to-date increase of 378%, following plans to apply for a stablecoin license [17] Capital Flows - Southbound funds recorded a net inflow of 1.603 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net buy of 2.009 billion HKD [21] Market Outlook - Huatai Securities indicated that market volatility may increase, with the importance of sector rotation rising. They suggested focusing on sectors with higher profitability and safety margins in the short term, such as food and beverage, personal care, and finance [23]

Company Overview - 威雅利电子(集团)有限公司 was established in 1981 and has developed its business from Hong Kong to the Greater China region and then expanded throughout Asia, establishing long-term partnerships with renowned suppliers in the electronic components distribution sector [3] - The company emphasizes internal management and external development, focusing on improving employee efficiency and competitiveness while providing diverse electronic components and comprehensive reliable solutions [3] - 威雅利 aims to lead innovation and design ideas, quickly converting customer needs into products to enhance their market advantages [3] Financial Performance - As of September 30, 2024, 威雅利 reported total revenue of 1.073 billion yuan, a year-on-year decrease of 12.48% [1] - The company recorded a net profit attributable to shareholders of -56.0544 million yuan, an increase of 34.73% year-on-year [1] - The gross profit margin stood at 2.01%, with a debt-to-asset ratio of 71.78% [1] Market Position and Valuation - Currently, there are no institutional investment ratings for 威雅利 [2] - The company's price-to-earnings (P/E) ratio is -2.1, ranking 177th in the industrial engineering sector, where the average P/E ratio is 16.33 [2] - Comparatively, other companies in the sector have P/E ratios such as 中国航天万源 at 0.32, 谊砾控股 at 0.36, and 亿都(国际控股) at 0.65 [2] Recent Developments - On July 15, 2025, 威雅利 plans to complete a placement of 15 million new shares, accounting for 14.61% of the enlarged share capital, at a placement price of 2.66 HKD per share, raising a net amount of 39.5 million HKD [4]

Core Viewpoint - The stock of Viyali (00854.HK) experienced a significant surge of over 900% upon its resumption of trading after a nine-month suspension, indicating strong market interest and potential investor confidence in the company [1][2]. Group 1: Company Overview - Viyali is a well-established electronic components distributor based in Hong Kong, founded in 1981, and listed on the Singapore Stock Exchange in 2001 before moving to the Hong Kong Stock Exchange in 2013 [5]. - The company primarily engages in the distribution of electronic components and has secured agency qualifications from renowned manufacturers such as STMicroelectronics, Asahi Kasei Microdevices, Murata, and Sony [5]. - Viyali's annual distribution revenue is approximately between 3 billion to 4 billion HKD, and it was ranked among the top 50 global electronic component distributors in 2022 [5]. Group 2: Recent Developments - On July 15, 2024, Viyali completed the issuance of 15 million new shares at a subscription price of 2.66 HKD per share, raising approximately 39.5 million HKD, with 60% allocated for repaying bank loans and 40% for operational funding [2][3]. - Following the share issuance, Viyali's total issued share capital increased from 87.69 million shares to 102.69 million shares, with the controlling shareholder, Hong Kong Taixin, reducing its stake from 87.76% to 74.94% [3]. - The company’s stock was suspended from trading on September 30, 2024, due to a public holding percentage falling below 15%, but resumed trading on July 16, 2025 [4]. Group 3: Strategic Importance - The acquisition of Viyali by Yachuang Electronics through its wholly-owned subsidiary Hong Kong Taixin is seen as a strategic integration within the electronic components distribution industry, enhancing Yachuang's product line and market position [6]. - The combined distribution revenue of Yachuang Electronics and Viyali is projected to reach 5 billion HKD, significantly increasing their market share, particularly in the automotive semiconductor sector [6].