明源云(00909)再涨近15%，截至发稿，涨13.37%，报4.24港元，成交额1.91亿港元。 此外，明源云近日公布，开拓日本市场，向独立第三方收购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。收购完 成后，公司与目标公司将在产品、运营和技术等方面进行资源共享，实现业务快速协同发展。 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；基于现金流折现估值法，高盛将明源云的目标价从2港元上调至 2.25港元，维持"中性"评级。 ...

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]

收购完成后，该公司将持有目标公司100%的股权。目标公司将成为公司附属公司，且目标公司的财务 业绩将会并入集团的财务报表。 公告称，此次收购既是公司开拓日本市场的关键举措，更是实现全球化布局的重要里程碑。公司依托深 耕中国不动产数字化市场积累的行业最佳实践与品牌势能，结合目标公司成熟的数字化产品与客户资 源，旨在为日本不动产企业客户提供高效且具有性价比的"AI+IOT+SaaS"数字化解决方案，以满足当地 市场需求。收购完成后，公司与目标公司将在产品、运营和技术等方面进行资源共享，实现业务快速协 同发展。 本文源自：智通财经网 智通财经获悉，明源云(00909)高开逾5%，截至发稿，涨5.26%，报3.8港元，成交额495.9万港元。 消息面上，明源云发布公告，近日，公司全资子公司MytePro Technology Japan株式会社(MytePro Japan) 与三位独立第三方签订了股份购买协议，以收购ASIOT株式会社，该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。根据股份购买协议，MytePro Japan同意以总现金代 价7亿日元收购目标公司100%的股权 ...

公告称，此次收购既是公司开拓日本市场的关键举措，更是实现全球化布局的重要里程碑。公司依托深 耕中国不动产数字化市场积累的行业最佳实践与品牌势能，结合目标公司成熟的数字化产品与客户资 源，旨在为日本不动产企业客户提供高效且具有性价比的"AI+IOT+SaaS"数字化解决方案，以满足当地 市场需求。收购完成后，公司与目标公司将在产品、运营和技术等方面进行资源共享，实现业务快速协 同发展。 收购完成后，该公司将持有目标公司100%的股权。目标公司将成为公司附属公司，且目标公司的财务 业绩将会并入集团的财务报表。 明源云(00909)高开逾5%，截至发稿，涨5.26%，报3.8港元，成交额495.9万港元。 消息面上，明源云发布公告，近日，公司全资子公司MytePro Technology Japan株式会社(MytePro Japan) 与三位独立第三方签订了股份购买协议，以收购ASIOT株式会社，该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。根据股份购买协议，MytePro Japan同意以总现金代 价7亿日元收购目标公司100%的股权。 ...

Core Viewpoint - Mingyuan Cloud (00909) has made a strategic acquisition to expand its presence in the Japanese real estate market by acquiring ASIOT Co., Ltd., a provider of AI and IoT solutions for the industry, for a total cash consideration of 700 million yen [1][1]. Group 1 - Mingyuan Cloud's stock opened over 5% higher, reaching a price of 3.8 HKD with a trading volume of 4.959 million HKD [1]. - The acquisition will allow Mingyuan Cloud to hold 100% equity in ASIOT, which will become a subsidiary and its financial performance will be consolidated into the group's financial statements [1][1]. - This acquisition is seen as a key move for the company to penetrate the Japanese market and is an important milestone for its global expansion strategy [1][1]. Group 2 - The company aims to leverage its best practices and brand strength accumulated in the Chinese real estate digitalization market, combined with ASIOT's mature digital products and customer resources, to provide efficient and cost-effective "AI + IoT + SaaS" digital solutions to Japanese real estate clients [1][1]. - Post-acquisition, there will be resource sharing in products, operations, and technology between Mingyuan Cloud and ASIOT, facilitating rapid collaborative business development [1][1].

Major Events - Kangji Medical (09997) received a privatization offer at a premium of approximately 9.9% [1] - China Resources Pharmaceutical (03320) plans to participate in the establishment of a fund [1] - Ganfeng Lithium (01772) intends to jointly integrate a joint venture with LAR to develop the Pozuelos-Pastos Grandes salt lake basin in Argentina [1] - China Antibody-B (03681) signed a comprehensive strategic cooperation agreement with the Hong Kong Advanced Institute of Research at Sun Yat-sen University [1] - Mingyuan Cloud (00909) plans to acquire 100% equity of ASIOT Corporation for 700 million yen [1] - Weilu Group (01196) experienced unusual stock price and trading volume changes and is in preliminary discussions with an independent third party regarding a potential acquisition of mobile game rights [1] Operating Performance - China Unicom (00762) reported revenue exceeding 200 billion yuan in the first half of the year, with a profit attributable to equity holders of 14.484 billion yuan, a year-on-year increase of 5.01% [1] - China Unicom (00762) had approximately 1.208 billion cumulative "Ubiquitous Intelligent Connection" users in the second quarter [1] - Tencent Music (01698) achieved double growth in revenue and profit in the first half of the year, with a profit attributable to equity holders of 6.7 billion yuan, a year-on-year increase of 115.85% [1] - Galaxy Entertainment (00027) reported a mid-term profit attributable to shareholders of 5.24 billion HKD, a year-on-year increase of 19.44% [1] - WH Group (00288) reported a mid-term profit attributable to shareholders of 788 million USD, a year-on-year increase of 0.51%, with an interim dividend of 0.2 HKD per share [1] - Minmetals Resources (01208) reported a mid-term profit attributable to equity holders of 340 million USD, a year-on-year increase of 1511% [1] - China Literature Group (00772) reported a mid-term profit attributable to shareholders of 850 million yuan, a year-on-year increase of 68.5% [1] - Hong Kong Electric (02638) reported a mid-term profit attributable to unit holders of 1.001 billion HKD, a year-on-year increase of 5.7% [1] - 361 Degrees (01361) reported a mid-term profit attributable to equity holders of 858 million yuan, a year-on-year increase of 8.6% [1] - Eagle Precision (01286) reported a mid-term profit attributable to equity holders of 346 million HKD, a year-on-year increase of 13.7% [1] - China Everbright Water (01857) reported a mid-term profit attributable to equity holders of 564 million HKD, a year-on-year decrease of 2.99% [1] - FIT HON TENG (06088) reported a mid-term profit attributable to shareholders of 31.511 million USD, a year-on-year decrease of 3.11% [1] - China Lilang (01234) reported a mid-term profit attributable to equity holders of 243 million yuan, a year-on-year decrease of 13.4% [1] - Fudan Zhangjiang (01349) reported a mid-term profit attributable to shareholders of 5.715 million yuan, a year-on-year decrease of 91.89% [1] - Wharf Holdings (00004) reported a mid-term profit attributable to shareholders of 535 million HKD, returning to profitability [1] - China Resources Land (01109) reported a cumulative contract sales amount of approximately 123.6 billion yuan for the first seven months, a year-on-year decrease of 11.8% [1]