Group 1 - Angelalign (06699) opened nearly 19% higher after a positive earnings forecast, driven by strategic price adjustments in its core Chinese business and continued growth in revenue outside China [1] - Songjing Technology (01079) resumed trading with an opening increase of over 40% [1] - Jingtai Holdings (02228) opened more than 9% higher after announcing a significant partnership with DoveTree, valued at approximately HKD 47 billion (USD 5.99 billion) for AI pharmaceutical development [1] Group 2 - Shunmei Co., Ltd. (02145) saw an early morning increase of over 5%, projecting a revenue of RMB 4.09 billion to RMB 4.11 billion for the first half of 2025, a year-on-year growth of 16.8%-17.3% [2] - Nine Dragons Paper (02689) rose over 10% following the successful commissioning of its PM56 production line, which can produce 250,000 tons of high-grade cultural paper annually [2] Group 3 - Giant Star Legend (06683) increased over 1% after announcing a collaboration with Jiushi Wen Chuan for a large-scale IP and cultural tourism project in Shanghai [3] - South Manganese Industry (01091) surged over 15%, expecting to turn a profit of at least HKD 150 million in the first half of 2025, compared to a loss of HKD 162.8 million in the same period of 2024 [3] Group 4 - China Shenhua (01088) rose over 3% after announcing plans to acquire significant assets from its controlling shareholder, which would enhance its coal production capacity by 74.5% [4] - Boya Interactive (00434) fell over 6% due to a profit warning, expecting a decrease of approximately 25%-35% in profit for the first half of 2025 compared to the same period in 2024 [4] Group 5 - Wuling Motors (00305) increased over 9% after announcing a projected net profit of approximately RMB 84 million for the first half of 2025, a significant increase from RMB 21.125 million in the same period of 2024 [5] Group 6 - Hims & Hers Health (HIMS.US) dropped 12.36% after reporting second-quarter sales of USD 545 million, below market expectations [6] - Palantir (PLTR.US) rose 7.85% after reporting second-quarter revenue of over USD 1 billion, a 48% year-on-year increase [6] Group 7 - Futu Holdings (FUTU.US) increased by 2.82% after UBS raised its target price, citing strong expected performance in the second quarter [7] - Daqo New Energy (DQ.US) rose 3.68% as market signals indicated positive changes in the photovoltaic polysilicon sector [7] Group 8 - Li Auto (LI.US) saw a slight increase in stock price after announcing adjustments to its electric vehicle model pricing [8] - Vertex Pharmaceuticals (VRTX.US) fell 20.60% after failing to meet key endpoints in a clinical trial [8] Group 9 - Chinese gaming stocks collectively rose, with Bilibili (BILI.US) up 2.07% following a report indicating a 14.08% year-on-year increase in the domestic gaming market [9] Group 10 - Taiwan Semiconductor Manufacturing Company (TSM.US) fell 2.70% amid reports of a potential technology leak involving its 2nm chip process [9] - Advanced Micro Devices (AMD.US) decreased by 1.40% despite reporting a 32% year-on-year revenue increase for the second quarter [10]

Core Viewpoint - Southern Manganese (01091) is expected to turn a profit in the first half of 2025, projecting a profit of no less than 150 million HKD, compared to a loss of approximately 162.8 million HKD in the first half of 2024 [1] Group 1: Financial Performance - The company anticipates a significant turnaround from a loss of 162.8 million HKD in the first half of 2024 to a profit of at least 150 million HKD in the first half of 2025 [1] - The expected profit is attributed to the optimization of the trade product structure and the improvement of trade business performance [1] Group 2: Management Strategies - Management has implemented comprehensive cost control measures across key areas such as production, procurement, bidding, and operations, leading to significant results [1] - The reduction in financial asset impairment losses has also contributed to the expected profitability [1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Southern Manganese (01091), which rose by 9.38% to HKD 0.35 per share, with a trading volume of HKD 1.72 million as of August 6 [1] - Southern Manganese is a large multinational enterprise group engaged in the production and research of manganese products, including electrolytic metal manganese, electrolytic manganese dioxide, and manganese battery materials [1] - The company possesses the largest mineral reserves in China and has obtained national industry access and international quality system certification [1] Group 2 - As of the 2024 annual report, Southern Manganese reported total operating revenue of HKD 12.233 billion and a net loss of HKD 671 million [2] - On August 5, it was projected that the mid-year results for 2025 would show a profit attributable to shareholders of approximately HKD 150 million, representing a year-on-year increase of 192.14% [3]

Performance Summary - Techtronic Industries (00669.HK) reported a revenue of $7.8 billion for the first half of the year, an increase of 7.5% year-on-year, with a net profit of $628 million, up 14.2% [1] - Yum China (09987.HK) achieved revenue of $2.8 billion in Q2 2025, a 4% increase year-on-year, with an operating profit of $304 million, up 14% [1] - Shiseido (02145.HK) expects mid-term revenue of approximately ¥4.09-4.11 billion, a year-on-year increase of about 16.8%-17.3%, and a net profit of approximately ¥540-560 million, up about 30.9%-35.8% [1] - Prosperity Industrial Trust (00778.HK) reported revenue of approximately HK$854 million for the first half, a decrease of about 2% year-on-year, while distributable income to unitholders increased by 2.06% to HK$377 million [1] - Zibuyu (02420.HK) anticipates mid-term revenue of approximately RMB 1.9-2.047 billion, a year-on-year increase of about 30%-40%, with a net profit of approximately RMB 100-110 million, up about 10%-20% [1] - Angelalign Technology (06699.HK) expects mid-term net profit of approximately $13.4-14.8 million, a year-on-year increase of approximately 538.1%-604.8% [1] Company News - Sunac China (01918.HK) reported a cumulative contract sales amount of ¥25.08 billion for the first seven months of 2025, a decrease of 9.43% year-on-year, with July contract sales of approximately ¥1.53 billion, an increase of 8.51% [3] - Xingye Holdings (00132.HK) entered into a financing lease agreement with Heilongjiang Mudanjiang Agricultural Reclamation Xinneng Thermal Power, involving an investment of ¥100 million [3] - China Biopharmaceutical (01177.HK) received NMPA approval for the clinical trial application of TQC3302, an ICS/LAMA/LABA soft mist inhalation formulation for the maintenance treatment of chronic obstructive pulmonary disease [3] Buyback Activities - HSBC Holdings (00005.HK) repurchased approximately 1.05 million shares at a cost of about HK$105 million, with buyback prices ranging from HK$95.35 to HK$96.3 [3] - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HK$22.717 million, with buyback prices between HK$113.1 and HK$114.2 [4]

来源：视频滚动新闻 南方锰业公告，公司将于2025年8月15日举行董事会会议，以批准截至2025年6月30日止六个月的中期业 绩及中期股息建议。此外，公司发布正面盈利预告，预计2025年上半年归属于公司所有者之利润将为不 少于1.5亿港元，而2024年上半年则录得亏损约1.63亿港元。主要原因是管理层优化贸易产品结构，推动 贸易业务扭亏为盈，加强成本管控取得显著成效，以及金融资产减值损失减少。但需注意，公告所载资 料是基于董事会初步评估，未经独立核数师或董事会审核委员会审核或审阅。 ...

Core Viewpoint - The company, Southern Manganese (1091.HK), has announced a positive earnings forecast for the first half of 2025, expecting a profit of no less than HKD 150 million, a significant turnaround from a loss of approximately HKD 163 million in the first half of 2024 [1] Financial Performance - The company will hold a board meeting on August 15, 2025, to approve the interim results and interim dividend proposal for the six months ending June 30, 2025 [1] - The expected profit for the first half of 2025 is attributed to the optimization of trade product structure, which has helped turn the trade business from loss to profit, along with significant improvements in cost control and a reduction in financial asset impairment losses [1]

Core Viewpoint - The company, Southern Manganese (01091.HK), expects to turn a profit of at least 150.0 million HKD in the first half of 2025, compared to a loss of approximately 162.8 million HKD attributable to owners for the six months ending June 30, 2024 [1] Group 1: Financial Performance - The anticipated turnaround from loss to profit is primarily due to management's active optimization of the trade product structure, which is expected to drive the trading business to profitability in the first half of 2025 [1] - The company has strengthened cost control across key areas such as production, procurement, bidding, and operations, resulting in significant improvements [1] - There has been a reduction in impairment losses on financial assets, particularly related to the impairment of receivables from the joint venture, Dushan Jinmeng Manganese Industry Co., Ltd., due to the company's settlement of bank financing guarantees [1]

Core Viewpoint - Southern Manganese (01091) expects to turn a loss of approximately HKD 162.8 million in the first half of 2024 into a profit of no less than HKD 150 million in the first half of 2025, driven by strategic management initiatives [1] Group 1: Financial Performance - The company anticipates a significant turnaround from a loss to profit, with a projected profit of at least HKD 150 million for the first half of 2025 compared to a loss of HKD 162.8 million in the first half of 2024 [1] - The expected improvement in financial performance is attributed to the optimization of trade product structure, which is expected to enhance the trade business profitability [1] Group 2: Management Initiatives - Management has implemented comprehensive cost control measures across key areas such as production, procurement, bidding, and operations, resulting in significant effectiveness [1] - The reduction in impairment losses on financial assets is also a contributing factor to the anticipated profit [1] Group 3: Impairment Losses - In the first half of 2024, the company recognized an impairment on receivables from its associate, Dushan Jinmeng Manganese Industry Co., Ltd., due to the company's guarantee obligations related to bank financing [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: 南方錳業投資有限公司 呈交日期: 2025年8月4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) | 01091 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD ...

Group 1 - The core point of the article is that Southern Manganese (01091) has successfully completed a placement agreement, with a total of 823 million shares being placed at a price of HKD 0.224 per share, which represents approximately 16.67% of the enlarged issued share capital after the placement [1] - On August 1, shareholders of Southern Manganese deposited stocks into Cinda Securities, with a market value of HKD 263 million, accounting for 16.67% [1] - The placement agreement conditions have been fulfilled and will be implemented on July 28, 2025 [1]