前9个月，中国同城快递业务量累计完成118.7亿件，同比增长4.3%；异地快递业务量累计完成1301.7亿 件，同比增长18.6%；国际/港澳台快递业务量累计完成30.4亿件，同比增长13.7%。 中新社北京10月23日电(记者刘育英)记者23日从中国国家邮政局获悉，前9个月，中国邮政行业寄递业 务量累计完成1582.6亿件，同比增长15%。其中，快递业务量累计完成1450.8亿件，同比增长17.2%。 当日，国家邮政局公布2025年9月份邮政行业运行情况。9月份，邮政行业寄递业务量完成183.4亿件， 同比增长11.2%。其中，快递业务量完成168.8亿件，同比增长12.7%。 前9个月，中国邮政行业业务收入累计完成13136.3亿元(人民币，下同)，同比增长7.7%。其中，快递业 务收入累计完成10857.4亿元，同比增长8.9%。 前9个月，邮政函件业务累计完成4.9亿件，同比下降33.0%；包裹业务累计完成2108.1万件，同比下降 0.6%；报纸业务累计完成122.1亿份，同比下降3.5%；杂志业务累计完成4.5亿份，同比下降6.2%。(完) （文章来源：中国新闻网） ...

新华社香港10月22日电 香港恒生指数22日跌245.78点，跌幅0.94%，收报25781.77点。全日主板成 交2275.36亿港元。 香港本地股方面，长实集团跌0.26%，收报37.86港元；新鸿基地产跌1.44%，收报92.35港元；恒基 地产跌0.87%，收报27.3港元。 中资金融股方面，中国银行跌0.23%，收报4.36港元；建设银行跌0.13%，收报7.81港元；工商银行 涨0.17%，收报5.96港元；中国平安跌0.72%，收报55.5港元；中国人寿跌2.33%，收报24.36港元。 石油石化股方面，中国石油化工股份涨0.24%，收报4.13港元；中国石油股份涨1.15%，收报7.89港 元；中国海洋石油涨0.93%，收报19.5港元。 【纠错】 【责任编辑:吴京泽】 国企指数跌78.88点，收报9223.78点，跌幅0.85%。恒生科技指数跌84.85点，收报5923.09点，跌幅 1.41%。 蓝筹股方面，腾讯控股跌1.11%，收报623.5港元；香港交易所跌1.58%，收报422.4港元；中国移动 跌0.88%，收报84.45港元；汇丰控股涨0.1%，收报102.5港元。 ...

该行预计，长实潜在的价值释放正面催化剂包括对处于困境的香港商业地产(CRE)资产进行潜在的增值 收购、香港酒店盈利能力持续改善、由于非本地学生入学人数的结构性增长趋势，带动将酒店转换为学 生宿舍的潜在机会、英国铁路资产处置、美联储减息后更高的外汇转换收益。另一方面，汇丰控股 (00005)提出私有化恒生银行，出价相当于上半年市账率达1.8倍，估值溢价达三成。 智通财经APP获悉，瑞银发布研报称，指早前该行地产团队将长实集团(01113)投资评级由"中性"上调 至"买入"，指其属该行所覆盖地产股中最被低估。该行并将长实和恒生银行(00011)从其最看淡名单中 剔除。瑞银最新最看好公司包括恒基地产(00012)、新鸿基地产(00016)、领展房产基金(00823)、永利澳 门(01128)、银河娱乐(00027)及国泰航空(00293)，评级均为"买入";最看淡港铁公司(00066)，评级"沽 售"。 ...

Core Viewpoint - UBS upgraded the investment rating of Cheung Kong Property from "Neutral" to "Buy," identifying it as the most undervalued stock among the real estate companies covered by the bank [1] Group 1: Potential Catalysts for Value Release - Potential catalysts for value release include acquisitions of distressed commercial real estate (CRE) assets in Hong Kong, continuous improvement in hotel profitability, and opportunities to convert hotels into student accommodations due to a structural increase in non-local student enrollment [1] - Additional catalysts mentioned are the disposal of UK railway assets and higher foreign exchange conversion gains following potential interest rate cuts by the Federal Reserve [1] Group 2: Stance on Hong Kong Banks and Developers - UBS maintains a "Neutral" stance on Hong Kong banks due to increased provisioning expenses related to commercial real estate exposure and risks of net interest margin contraction from a potential rate cut cycle [1] - The bank holds a "Positive" stance on Hong Kong developers, with top picks including Henderson Land, Sun Hung Kai Properties, Link REIT, Wynn Macau, Galaxy Entertainment, and Cathay Pacific, all rated as "Buy" [1] - Conversely, UBS is bearish on MTR Corporation, rating it as "Sell" [1]

Market Performance - The Hang Seng Index fell by 128.31 points, a decrease of 0.48%, closing at 26,829.46 points [1] - The National Enterprises Index dropped by 49.51 points, closing at 9,523.87 points, a decline of 0.52% [1] - The Hang Seng Tech Index decreased by 36.11 points, closing at 6,514.19 points, down by 0.55% [1] Blue Chip Stocks - Tencent Holdings decreased by 0.37%, closing at 675 HKD [1] - Hong Kong Exchanges and Clearing fell by 0.76%, closing at 445 HKD [1] - China Mobile dropped by 0.78%, closing at 83.2 HKD [1] - HSBC Holdings declined by 0.27%, closing at 110.6 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings increased by 1.39%, closing at 37.96 HKD [1] - Sun Hung Kai Properties rose by 1.23%, closing at 94.35 HKD [1] - Henderson Land Development fell by 0.22%, closing at 27.1 HKD [1] Chinese Financial Stocks - Bank of China decreased by 0.95%, closing at 4.16 HKD [1] - China Construction Bank fell by 0.14%, closing at 7.28 HKD [1] - Industrial and Commercial Bank of China dropped by 1.06%, closing at 5.6 HKD [1] - Ping An Insurance decreased by 0.94%, closing at 52.75 HKD [1] - China Life Insurance fell by 0.37%, closing at 21.78 HKD [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation remained unchanged, closing at 4.08 HKD [1] - China National Petroleum Corporation increased by 0.42%, closing at 7.15 HKD [1] - CNOOC Limited fell by 1.39%, closing at 18.5 HKD [1]

Group 1 - UBS upgraded the investment rating of Cheung Kong Group from "Neutral" to "Buy" based on attractive risk-reward dynamics [1] - The target price was raised from HKD 31 to HKD 42.9, reflecting a comprehensive valuation approach [1] - However, the earnings forecast for 2025 to 2027 was revised down by 18% to 24% based on the latest development progress [1]

智通财经APP获悉，瑞银发布研报称，基于具吸引力的风险回报，将长实集团(01113)的投资评级由"中 性"上调至"买入"，目标价由31港元升至42.9港元，此按综合方式作估值，但基于最新公布的开发进 度，将2025至2027年盈利预测下调18至24%。 该行称，虽然长实集团股价年初至今已升24%，但集团的估值在各个主要发展商中仍然是最低。该行认 为有几个释放价值的催化剂，包括收购本地不良商业地产(CRE)资产、香港酒店业务盈利能力持续改 善、改建学生宿舍、出售英国铁路资产，以及美国减息带动外汇收益提升；潜在的股份回购亦可支持股 价。 ...

该行称，虽然长实集团股价年初至今已升24%，但集团的估值在各个主要发展商中仍然是最低。该行认 为有几个释放价值的催化剂，包括收购本地不良商业地产(CRE)资产、香港酒店业务盈利能力持续改 善、改建学生宿舍、出售英国铁路资产，以及美国减息带动外汇收益提升；潜在的股份回购亦可支持股 价。 瑞银发布研报称，基于具吸引力的风险回报，将长实集团(01113)的投资评级由"中性"上调至"买入"，目 标价由31港元升至42.9港元，此按综合方式作估值，但基于最新公布的开发进度，将2025至2027年盈利 预测下调18至24%。 ...

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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長江實業集團有限公司 呈交日期: 2025年10月3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) | 01113 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 8,000,000,000 | HKD | | 1 | HKD | | 8,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 8,000,000,000 | HKD | | 1 | HKD | | 8,000,000,000 | 本 ...

Core Points - The Hang Seng Index rose by 494.68 points, an increase of 1.89%, closing at 26,622.88 points [1] - The total turnover for the day on the main board was 309.096 billion HKD [1] - The Hang Seng China Enterprises Index increased by 151.02 points, closing at 9,454.12 points, a rise of 1.62% [1] - The Hang Seng Tech Index gained 129.14 points, closing at 6,324.25 points, reflecting a growth of 2.08% [1] Blue Chip Stocks - Tencent Holdings rose by 2.48%, closing at 660 HKD [1] - Hong Kong Exchanges and Clearing increased by 2.79%, closing at 442.2 HKD [1] - China Mobile decreased by 0.12%, closing at 84.9 HKD [1] - HSBC Holdings rose by 1.97%, closing at 108.8 HKD [1] Local Hong Kong Stocks - Cheung Kong Holdings increased by 3.58%, closing at 37.58 HKD [1] - Sun Hung Kai Properties rose by 1.69%, closing at 93.15 HKD [1] - Henderson Land Development increased by 2.06%, closing at 27.7 HKD [1] Chinese Financial Stocks - Bank of China rose by 0.71%, closing at 4.23 HKD [1] - China Construction Bank increased by 1.36%, closing at 7.48 HKD [1] - Industrial and Commercial Bank of China rose by 0.53%, closing at 5.73 HKD [1] - Ping An Insurance increased by 2.1%, closing at 53.5 HKD [1] - China Life Insurance rose by 4.61%, closing at 22.22 HKD [1] Oil and Petrochemical Stocks - China Petroleum & Chemical Corporation rose by 0.74%, closing at 4.1 HKD [1] - China National Petroleum Corporation increased by 2.39%, closing at 7.28 HKD [1] - CNOOC Limited rose by 0.84%, closing at 19.28 HKD [1]