Market Overview - US stock indices rebounded, influenced positively by Trump's market support, leading to a 0.68% rise in Hong Kong stocks [1] - San Francisco Fed President Daly indicated that the timing for interest rate cuts is approaching, with expectations for two 25 basis point cuts this year [1] - Goldman Sachs predicts three consecutive 25 basis point cuts starting in September, with a potential 50 basis point cut if unemployment rises further [1] Domestic Market Sentiment - A-share new account openings in July reached 1.96 million, a 71% year-on-year increase, indicating rising domestic confidence [2] - The stock of Upwind New Materials surged 20% after resuming trading, reigniting market enthusiasm [2] - The steel sector saw a significant rise, with Maanshan Iron & Steel's stock increasing over 15% due to improved loss forecasts and supportive policies [2] Industry Trends - The paper industry is experiencing a price increase, with major companies like Nine Dragons Paper and Lee & Man Paper announcing price hikes [2] - The eleventh batch of centralized drug procurement in China saw a record 45 companies applying for the same drug, intensifying competition in the generic drug market [3] - Investment is shifting towards innovative drugs, with companies like Junshi Biosciences seeing stock increases of nearly 34% due to promising clinical trials [3] Financial Support for Key Industries - A joint guideline from the central bank and seven departments aims to support financing for key manufacturing sectors, including integrated circuits and medical equipment [4] - AI-related companies like Longi Green Energy and Lenovo's server business are seeing stock increases due to new orders and market interest [4] Gaming Industry Performance - The domestic gaming market is projected to reach RMB 168 billion in sales by the first half of 2025, a 14.08% year-on-year increase [4] - Heartbeat Games anticipates a revenue increase of approximately 37% for the first half of 2025, driven by strong performance from self-developed games [4] Individual Company Highlights - Tencent's mobile game "Valorant: Source Action" is set to launch on August 19, with projected annual revenue exceeding RMB 6 billion [5] - Oriental Selection's stock surged nearly 17% ahead of its upcoming financial report, reflecting strong market performance [6] - The Macau gaming sector is experiencing a positive trend, with Morgan Stanley raising its revenue growth forecast for the year from 5% to 10% [6] Technological Advancements - Apple's breakthrough in brain-computer interface (BCI) technology allows users to control devices through thought, indicating a significant market opportunity [7] - The Chinese BCI market is expected to exceed RMB 3.8 billion by 2025, with a CAGR of approximately 20% [7] Investment Opportunities - Kelun-Bio has become a top holding in a major fund, indicating strong market confidence in its innovative drug pipeline [8] - The company has established multiple technology platforms and is expected to accelerate commercialization in 2025 [8]

摩通大根认为，7月的强劲数据，足以反驳有投资者提出6月的增长仅靠张学友演唱会所带动的观点，认 为澳门的需求自第二季起已呈现实质改善，贵宾厅及高端中场的高端客群自4月起持续回升，反映澳门 复苏或是中国高端消费的领先指标。目前已有三家博企公布次季财报，其中两家盈利大幅超出预期，该 行相信有助缓解市场对金沙中国第二季加大促销力度将引发竞争加剧的忧虑。维持对博彩股乐观看法。 消息面上，澳门博彩监察协调局近日公布，今年7月份澳门幸运博彩毛收入221.25亿澳门元，同比升 19%。今年前7个月澳门博彩毛收入累计达1408.96亿澳门元，同比升6.5%。摩根大通发布研报称，澳门 7月博彩收入同比增长19%至221亿澳门元，创疫情以来新高，较市场预测的13%增幅大幅高出6个百分 点，与疫情前水平相比，7月博彩收入已恢复约90%，其中，中场及角子机收入恢复120%至125%，贵宾 厅收入恢复30%至35%。 智通财经APP获悉，博彩股普遍走高，截至发稿，澳博控股(00880)涨5.14%，报3.27港元；新濠国际发 展(00200)涨4.46%，报5.39港元；永利澳门(01128)涨2.76%，报6.7港元；美高梅中国(02 ...

Group 1 - The core viewpoint of the article highlights the significant increase in Macau's gaming revenue, with July's gross gaming revenue (GGR) reaching 22.125 billion MOP, representing a year-on-year growth of 19% [1] - The average daily GGR for July was approximately 714 million MOP, recovering to 90% of the levels seen in the same period of 2019, exceeding both Citigroup's and market expectations of 21 billion MOP by 5% [1] - This marks the fourth consecutive month that Macau's gaming revenue has surpassed expectations, with the industry showing strong resilience as revenue has achieved nearly 20% year-on-year growth for two consecutive months [1] Group 2 - Looking ahead to August, Citigroup has raised its forecast for Macau's gaming revenue from 20 billion MOP to 21.5 billion MOP, reflecting a year-on-year growth of 9% and an average daily revenue of 694 million MOP [1] - This adjustment takes into account the potential lower per capita spending by tourists during the traditional peak travel season, as well as the high base from the same period last year [1] - The article also notes the positive impact of concerts, such as Eason Chan's performance at the Galaxy Arena, which is expected to contribute to the gaming revenue similar to the effect of Jacky Cheung's concert in June and July [1]

Group 1 - The core index, the Chinese Trading Services Gaming Industry Index (CESG10), increased by 0.68% to 3244.45 points with a trading volume of 867 million [1] - The CESG10 index has risen by 18.48% over the past month, 42.97% over the past three months, and 19.86% year-to-date [1] - The index is compiled by China Securities Index Co., Ltd. and is designed to reflect the overall performance of the top ten gaming securities listed on the Hong Kong Stock Exchange [1] Group 2 - The CESG10 index has a base date of March 4, 2011, with a base point of 3000.0 [1] - The index's holdings are entirely composed of securities listed on the Hong Kong Stock Exchange, with a 100% allocation to the consumer discretionary sector [1]

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: | 澳門博彩控股有限公司 | | | 呈交日期: | 2025年8月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 12 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) | 00880 | 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 | | | 7,101,805,366 | | 0 | | 7,101,805,366 | | 增加 / 減少 (-) | | | 0 | ...

据悉，该物业为该项目中位于珠海市横琴新区吉临路59号办公大楼21楼至29楼及31楼至33楼12层楼的分 层办公单位(总建筑面积约为19,651平方米)，以及位于珠海市横琴新区信德街28号现时标记为126号铺的 一个零售单位(总建筑面积约为130平方米)。 本文源自：智通财经网 智通财经获悉，澳博控股(00880)跌近5%，截至发稿，跌4.91%，报3.1港元，成交额6700.35万港元。 消息面上，澳博控股发布公告，于2025年7月28日，买方SJM投资(公司一间附属公司)与卖方珠海横琴信 德房地产开发有限公司(信德集团附属)订立收购协议。根据收购协议，卖方已有条件同意出售且买方已 有条件同意收购该物业，且不附带任何产权负担。该物业的代价已协定为人民币7.2420亿元(相当于约 8.0321亿港元，不含税)，将以现金分七个阶段结付。 ...

消息面上，澳博控股发布公告，于2025年7月28日，买方SJM投资(公司一间附属公司)与卖方珠海横琴信 德房地产开发有限公司(信德集团附属)订立收购协议。根据收购协议，卖方已有条件同意出售且买方已 有条件同意收购该物业，且不附带任何产权负担。该物业的代价已协定为人民币7.2420亿元(相当于约 8.0321亿港元，不含税)，将以现金分七个阶段结付。 据悉，该物业为该项目中位于珠海市横琴新区吉临路59号办公大楼21楼至29楼及31楼至33楼12层楼的分 层办公单位(总建筑面积约为19,651平方米)，以及位于珠海市横琴新区信德街28号现时标记为126号铺的 一个零售单位(总建筑面积约为130平方米)。 澳博控股(00880)跌近5%，截至发稿，跌4.91%，报3.1港元，成交额6700.35万港元。 ...

智通财经APP获悉，澳博控股(00880)跌近5%，截至发稿，跌4.91%，报3.1港元，成交额6700.35万港 元。 消息面上，澳博控股发布公告，于2025年7月28日，买方SJM投资(公司一间附属公司)与卖方珠海横琴信 德房地产开发有限公司(信德集团附属)订立收购协议。根据收购协议，卖方已有条件同意出售且买方已 有条件同意收购该物业，且不附带任何产权负担。该物业的代价已协定为人民币7.2420亿元(相当于约 8.0321亿港元，不含税)，将以现金分七个阶段结付。 据悉，该物业为该项目中位于珠海市横琴新区吉临路59号办公大楼21楼至29楼及31楼至33楼12层楼的分 层办公单位(总建筑面积约为19,651平方米)，以及位于珠海市横琴新区信德街28号现时标记为126号铺的 一个零售单位(总建筑面积约为130平方米)。 ...

Company News - China Railway Construction (01186.HK) reported a new contract amount of approximately 1,056.17 billion yuan for the first half of the year, a year-on-year decrease of 4.04% [2] - China Metallurgical Group (01618.HK) announced a new contract amount of 548.2 billion yuan for the first half of the year, down 19.1% year-on-year [2] - Sichuan Chengyu Expressway (00107.HK) won the bid for the G5 Jingkun Expressway Chengdu to Ya'an section expansion project, with a total investment of approximately 28.548 billion yuan [2] - Road King Infrastructure (01098.HK) reported total property sales of 5.232 billion yuan for the first half of the year, a decrease of 28.37% year-on-year [2] - Amax Holdings (00880.HK) plans to acquire a property in Hengqin for 724.2 million yuan to diversify its business portfolio [2] - Chaoyue Eye Hospital (02219.HK) signed a construction contract for the first phase of its comprehensive medical facility project, with a contract value of 223 million yuan [2] - Bay Area Development (00737.HK) reported total toll revenue of 243 million yuan for June, a year-on-year decrease of 4% [2] - Decent Pharmaceuticals-B (06996.HK) received approval for its drug, Hivio®, for the second-line treatment of multiple myeloma in China [2] - Tianchen Holdings (01201.HK) plans to invest 30 million yuan to establish a joint venture in Shenzhen for new energy heavy truck charging stations [2] Performance Summary - WuXi AppTec (02359.HK) reported mid-year revenue of 20.799 billion yuan, a year-on-year increase of 20.64%, and a net profit of 8.561 billion yuan, up 101.92% year-on-year [3] Earnings Announcements - China Nonferrous Mining (01258.HK) issued a profit warning, expecting mid-term net profit of approximately 258 million USD, a year-on-year increase of about 18% [4] - Hualing Pharmaceutical-B (02552.HK) issued a profit warning, expecting mid-term net profit of approximately 1.184 billion yuan, turning from loss to profit [4] - Little Yellow Duck (02250.HK) issued a profit warning, expecting mid-term revenue to increase by over 30% year-on-year [4] - Qingci Games (06633.HK) issued a profit warning, expecting mid-term net profit to increase by approximately 78%-130% year-on-year [4] - Goodbaby International (01086.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 40%-50% year-on-year [4] - Qianhai Health (00911.HK) issued a profit warning, expecting mid-term net profit to decrease by approximately 60%-70% year-on-year [4] - Tianan Health (00383.HK) issued a profit warning, expecting mid-term net profit to decrease to approximately 7 million to 17 million HKD [4] - Pacific Network (00543.HK) issued a profit warning, expecting mid-term net loss of approximately 5 million to 15 million yuan [4] Buyback and Increase Dynamics - HSBC Holdings (00005.HK) repurchased 348,700 shares for approximately 35.487 million HKD at a price of 101.4-102 HKD [3] - China Eastern Airlines (00670.HK) repurchased 2.5 million shares for approximately 7.4983 million HKD at a price of 2.97-3.03 HKD [3] - Founder Holdings (00418.HK) canceled a total of 17.9962 million shares that had been repurchased [3]

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。 上市規則的涵義 由於董事何女士的家族權益控制信德超過50%的投票權，而信德則擁有賣方的 100%股權，故賣方為本公司的關連人士。因此，該收購事項根據上市規則第 十四A章構成本公司的關連交易。 關連交易 收購位於橫琴的物業 該收購事項及該物業 茲提述本公司日期為2024年12月11日的自願性公告，內容有關該收購事項的 建議。 董事會欣然宣佈，於2025年7月28日，買方（本公司一間附屬公司）與賣方訂立收 購協議。根據收購協議，賣方已有條件同意出售且買方已有條件同意收購該物 業，且不附帶任何產權負擔。該物業的代價已協定為人民幣7.2420億元（相當於約 8.0321億港元，不含稅），將以現金分七個階段結付。代價乃由買方與賣方經公平 磋商後協定，當中經參考(i)根據估值該物業的估計市值；及(ii)賣方就完成改造工 程收取的費用。 該收購事項及改建該物業為三星級酒店可助澳娛綜合透過吸引精打細算的新旅客 群，擴大其 ...