消息面上，明源云拟于8月26日举行董事会会议批准中期业绩。公司此前发布盈喜，预计上半年股东应 占利润净额约1209万元至1541万元人民币，去年同期亏损1.15亿元。高盛认为，明源云上半年盈利表现 超出预期，主要源于成本控制较理想。 明源云(00909)午后涨超6%，截至发稿，涨6.68%，报4.31港元，成交额1.3亿港元。 此外，明源云近日宣布拟收购ASIOT株式会社100%股权，目标公司是一家专为日本不动产行业提供人 工智能(AI)及物联网(IOT)解决方案的服务商，现金代价7亿日元。光大证券此前指出，25年2月，明源 云正式对外宣布已接入DeepSeek大模型，DeepSeek大模型已深度融入公司的AI数字营销全系产品中， 目前已在地产、家居、汽车三大行业的2500多个项目中成功应用落地，日均推理用量高达12万+。预计 预计上半年公司AI产品签约金额约3000万元，25年签约金额有望达6000万元。 ...

Core Viewpoint - Mingyuan Cloud (00909) experienced a decline of 3.57% in stock price, trading at 4.32 yuan per share with a transaction volume of 300 million yuan as of 15:56 on August 19 [1] Group 1: Company Overview - Mingyuan Cloud Group Holdings Limited is a service provider offering digital solutions for the real estate ecosystem, focusing on various SaaS products and solutions including digital operations, marketing, engineering, asset management, supply chain, property management, and commercial services [1] - The company has provided digital products and services to over 7,000 real estate development and operation enterprises, as well as comprehensive digital solutions to more than 1,000 state-owned enterprises, aiding in their digital transformation and high-quality development [1] Group 2: Financial Performance - As of the 2024 annual report, Mingyuan Cloud reported total revenue of 1.435 billion yuan and a net loss of 190 million yuan [2]

截至2024年年报，明源云营业总收入14.35亿元、净利润-1.9亿元。 本文源自：金融界 8月18日，明源云(00909)盘中上涨20.32%，截至13:13，报4.5元/股，成交2.72亿元。 明源云集团控股有限公司是一家提供不动产生态链数字化解决方案的服务商，主要业务包括数字经营、 数字营销、数字工程、数字资管、数字供应链、数字物业和数字商业等SaaS产品和解决方案，目前已为 超过7000家不动产开发、运营企业提供了数字化产品与服务。同时，也为1000多家国资国企提供全价值 链的数字化解决方案，助力企业进行数字化转型和高质量发展。 作者：行情君 ...

Core Viewpoint - Mingyuan Cloud (00909) experienced a significant stock price increase of approximately 14.17%, reaching HKD 4.27, with a trading volume of HKD 197.5 million, following the announcement of a positive earnings forecast for the first half of the year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of approximately RMB 12.09 million to RMB 15.41 million for the first half of the year, a notable recovery from a loss of RMB 115 million in the same period last year [1] - Goldman Sachs views Mingyuan Cloud's earnings performance as exceeding expectations, primarily due to effective cost control measures [1] Analyst Rating - Based on a discounted cash flow valuation method, Goldman Sachs has raised the target price for Mingyuan Cloud from HKD 2.00 to HKD 2.25 while maintaining a "Neutral" rating [1]

Core Viewpoint - Mingyuan Cloud (00909) has seen a significant stock price increase, reflecting positive market sentiment following its earnings forecast and strategic acquisition plans [1] Financial Performance - Mingyuan Cloud's expected net profit attributable to shareholders for the first half of the year is projected to be between 12.09 million to 15.41 million RMB, a substantial recovery from a loss of 115 million RMB in the same period last year [1] - Goldman Sachs has raised its target price for Mingyuan Cloud from 2 HKD to 2.25 HKD, maintaining a "Neutral" rating based on the company's better-than-expected profitability driven by effective cost control [1] Strategic Initiatives - The company is expanding into the Japanese market by acquiring 100% of ASIOT Corporation, a provider of AI and IoT solutions for the Japanese real estate industry, for a cash consideration of 700 million JPY [1] - Post-acquisition, Mingyuan Cloud plans to share resources in products, operations, and technology with ASIOT to achieve rapid business synergy [1]

Core Viewpoint - Mingyuan Cloud (00909) has seen a significant stock price increase of nearly 15%, currently trading at 4.24 HKD, with a transaction volume of 191 million HKD, following the announcement of its mid-term performance meeting on August 26 [1] Financial Performance - The company has issued a profit warning, expecting a net profit attributable to shareholders of approximately 12.09 million to 15.41 million RMB for the first half of the year, compared to a loss of 115 million RMB in the same period last year [1] - Goldman Sachs believes that Mingyuan Cloud's half-year earnings performance exceeded expectations, primarily due to effective cost control [1] - Based on discounted cash flow valuation, Goldman Sachs has raised the target price for Mingyuan Cloud from 2 HKD to 2.25 HKD, maintaining a "Neutral" rating [1] Strategic Expansion - Mingyuan Cloud has announced its entry into the Japanese market by acquiring 100% of ASIOT Corporation, a company providing AI and IoT solutions specifically for the Japanese real estate industry, for a cash consideration of 700 million JPY [1] - Post-acquisition, the company and ASIOT will share resources in products, operations, and technology to achieve rapid business synergy [1]

作者：行情君 截至2024年年报，明源云营业总收入14.35亿元、净利润-1.9亿元。 本文源自：金融界 8月18日，明源云(00909)盘中上涨10.16%，截至10:10，报4.12元/股，成交6851.41万元。 明源云集团控股有限公司是一家提供不动产生态链数字化解决方案的服务商，主要业务包括数字经营、 数字营销、数字工程、数字资管、数字供应链、数字物业和数字商业等SaaS产品和解决方案，目前已为 超过7000家不动产开发、运营企业提供了数字化产品与服务。同时，也为1000多家国资国企提供全价值 链的数字化解决方案，助力企业进行数字化转型和高质量发展。 ...

格隆汇8月14日丨明源云(00909.HK)宣布，本公司将于2025年8月26日（星期二）举行董事会会议，藉以 （其中包括）批准本集团截至2025年6月30日止六个月的未经审核中期业绩以供发布，及考虑派发中期 股息（如有）。 ...

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產生或因依 賴該等內容而引致的任何損失承擔任何責任。 董事會召開日期 明源雲集團控股有限公司（「本公司」，連同其附屬公司及併表聯屬實體，統稱「本 集團」）董事（「董事」）會（「董事會」）謹此宣佈，本公司將於二零二五年八月二十 六日（星期二）舉行董事會會議，藉以（其中包括）批准本集團截至二零二五年六月 三十日止六個月之未經審核中期業績以供發佈，及考慮派發中期股息（如有）。 承董事會命 明源雲集團控股有限公司 董事長 高宇 Ming Yuan Cloud Group Holdings Limited 明源雲集團控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：909） 中國深圳市，二零二五年八月十四日 於本公告日期，董事會包括執行董事高宇先生、姜海洋先生及陳曉暉先生；非執 行董事梁國智先生；以及獨立非執行董事李漢輝先生、趙亮先生及溫紅梅女士。 ...

Group 1 - Kangji Medical (09997) resumed trading with a nearly 1% increase, announcing a privatization agreement with Knight Bidco Limited, which will make Kangji a wholly-owned subsidiary and delist from the Hong Kong Stock Exchange after completion [1] - Tencent Music (01698) opened high with over a 15% increase, reporting a 30% year-on-year increase in adjusted net profit for Q2 ending June 30, 2025, driven by high-quality growth in its online music business [1] - Mingyuan Cloud (00909) opened over 2% higher, announcing a cash acquisition of 100% equity in ASIOT Co., Ltd. for 700 million yen by its subsidiary MytePro Japan [1] Group 2 - Yuedu Group (00772) surged over 15%, reporting a 68.5% year-on-year increase in net profit for the first half of the year, with strong performance in IP for premium films and animations, and significant growth in the emerging short drama sector [2] - Minmetals Resources (01208) rose over 9%, with net profit increasing 15 times year-on-year, attributed to higher copper production and rising prices of copper, gold, silver, and zinc [2] - Beihai Kangcheng-B (01228) increased over 31%, announcing a strategic cooperation agreement with Baiyang Pharmaceutical for exclusive commercial services in promoting several products in mainland China, Hong Kong, and Macau [2] Group 3 - Zhonghui Biotech-B (02627) surged over 25%, as its vaccine product was included in the preliminary review list of the national commercial health insurance innovative drug catalog [2] - Gilead Sciences-B (01672) rose over 5%, announcing promising efficacy results for its candidate drug ASC47 in combination with teriparatide for obesity treatment in diet-induced obesity mouse studies [3] - Dongying Travel (06882) fell over 9%, issuing a profit warning with expected net profit of approximately 6 million HKD for the first half of 2025, down about 82% from 34 million HKD in the same period last year [3] Group 4 - Kodak (KODK.US) dropped 19.91% after reporting a shift from profit to loss in Q2, raising concerns about its ability to execute critical financing measures [4] - Niu Technologies (NIU.US) rose 11.69%, reporting a turnaround to profitability in Q2 and projecting Q3 revenue between 1.433 billion to 1.638 billion CNY, a year-on-year increase of 40% to 60% [4] - Huya (HUYA.US) increased by 4.53%, preparing to release its financial report, with a strong growth trajectory in gaming-related services [4] Group 5 - ON Running (ONON.US) rose 8.95%, reporting a 32% year-on-year increase in Q2 sales and projecting annual net sales of at least 2.91 billion Swiss francs, exceeding previous expectations [6] - Micron Technology (MU.US) increased by 3.26%, significantly raising its Q4 fiscal year 2025 revenue guidance to between 11.1 billion to 11.3 billion USD, with gross margin guidance improved to 44% to 45% [6]