Market Overview - The market is experiencing an upward trend without negative news, with Hong Kong stocks jumping 1.33% today [1] - Insurance companies are adjusting product pricing in response to market interest rates, leading to a decrease in liability costs and an increase in equity allocation [1] - Regulatory changes allow insurance companies more flexibility in asset allocation, boosting their profitability [1] Securities Sector - The approval of the U.S. Stablecoin Innovation Act is expected to catalyze the securities sector, with Tether's USDT market cap surpassing $160 billion [2] - The anticipated signing of an executive order by President Trump could allow significant investments in alternative assets, including stablecoins [3] AI and Technology - The upcoming World Artificial Intelligence Conference (WAIC) will showcase advancements in AI infrastructure, including Huawei's new AI computing technology [7] - The launch of the H20 chip for sale in China is expected to boost demand for AI applications, with companies like Tencent and ByteDance placing orders [4] Performance of Specific Companies - China Life and China Pacific Insurance saw stock increases of over 5% due to favorable market conditions [1] - Companies like JD Health and Ant Group are planning to apply for stablecoin licenses in Hong Kong, indicating a shift towards digital currency [2] - Goldwind Technology reported a 35.72% increase in revenue for Q1 2025, driven by strong order growth and international expansion [9] Industry Trends - The rare earth sector is experiencing significant profit growth, with companies like Huahong Technology and Northern Rare Earth projecting substantial increases in net profit [4] - The wind energy market is expected to see high growth, with Goldwind's international business expanding across six continents [10]

Group 1: Market Performance - The Hong Kong stock market indices collectively rebounded, with the Hang Seng Index rising by 1.33%, the Hang Seng China Enterprises Index increasing by 1.51%, and the Hang Seng Tech Index gaining 1.65% [1] - The SaaS sector saw significant gains, with companies like Huilyang Technology rising by 15.56%, Yika by 10.11%, and Kingdee International by 7.27% [1] - The stablecoin concept also surged, highlighted by Yaocai Securities rising by 16.93% and Huajian Medical increasing by 20.41% following the U.S. House of Representatives passing a bill to establish a legal framework for stablecoins [1] Group 2: Sector Performance - Gold and non-ferrous metal stocks experienced a broad increase, with Lingbao Gold rising by 6.24% and China Molybdenum by 3.96% as spot gold prices rose above $3340 per ounce [2] - Major financial sectors, including Chinese brokerage and insurance stocks, also saw gains, with Xingsheng International up by 7.41% and China Life by 5.13% [2] Group 3: Automotive and Related Sectors - The automotive sector, including lithium battery and Tesla-related stocks, showed strong performance, with Tianqi Lithium rising by 5.82% and NIO increasing by 4.62% [3] - Other consumer sectors such as film, tobacco, and food stocks also performed well, with companies like Simoer International rising by 4.99% [3] Group 4: Declining Sectors - Sectors such as cosmetics, aviation, and luxury goods saw declines, with China Eastern Airlines dropping by 2.72% [3] - Notably, Chuangmeng Tiandi experienced a significant drop of 30.12%, despite expectations of turning a profit in the first half of the year [3]

Group 1: Hong Kong Stocks - Oriental Selection (01797) surged over 14% with the upcoming launch of a second sanitary napkin product, indicating growth potential in self-operated products [1] - AI application stocks rose in early trading, with Kingsoft Cloud (03896) and Innovation Works (02121) both up over 11%, and other companies like Kintor Pharmaceutical (01860) and Kingdee International (00268) also showing gains [1] - Yao Cai Securities (01428) increased over 8% as Ant Group actively develops stablecoins in Hong Kong, enhancing the prospects for Yao Cai's virtual asset business [1] - Meitu (01357) saw a rise of over 7% during trading, with institutions optimistic about the company's performance potential due to AI Agent product validation [1] - Jinli Permanent Magnet (06680) initially rose over 8%, with a projected net profit increase of up to 180% year-on-year for the first half of the year, as institutions reassess the value of rare earth strategic metals [1] - NIO-SW (09866) increased over 4% as the pre-sale price of the L90 model exceeded expectations, with Morgan Stanley forecasting monthly sales to surpass 5,000 units [1] - Guoquan (02517) rose over 11% following an earnings forecast, expecting a net profit of approximately 180 million to 210 million yuan for the first half of the year, a year-on-year increase of about 111%-146% [1][2] Group 2: US Stocks - PepsiCo (PEP.US) rose 7.45% after Q2 earnings exceeded expectations, with EPS at $2.12, surpassing the forecast of $2.03, and revenue growing 1.0% year-on-year to $22.73 billion [3] - Lucid (LCID.US) soared 36.24% as it announced a partnership with Uber to launch a self-driving taxi fleet [3] - Abbott (ABT.US) fell over 8% due to Q3 guidance falling short of expectations and a downward revision of the annual profit forecast [3] - AI application software stocks saw gains, with Unity Software (U.US) rising over 12% at one point, and other companies like SoundHound AI (SOUN.US) and AppLovin (APP.US) also increasing [3] - Taiwan Semiconductor Manufacturing Company (TSM.US) rose 3.38%, achieving a record high with Q2 EPS of $2.47, exceeding the forecast of $2.39, and revenue growing 44.4% year-on-year to $30.07 billion [4] - Oracle (ORCL.US) increased 3.09%, reaching a new high as it announced a $3 billion investment in AI and cloud infrastructure in Germany and the Netherlands over the next five years [4] - BigBear.ai Holdings (BBAI.US) rose 15.45% ahead of its earnings report, with expectations of a loss of $0.07 per share but revenue projected to reach $40.99 million, a year-on-year increase of 3.04% [4] Group 3: Drone and Streaming Stocks - Drone-related stocks strengthened, with Palladyne AI (PDYN.US) rising 31.4% and Joby Aviation (JOBY.US) increasing 8.51% amid U.S. Department of Commerce investigations into drone systems and key solar materials [5] - Netflix (NFLX.US) saw a slight decline of over 2% after reporting Q2 revenue of $11.079 billion, slightly above the forecast, but underperformed in the APAC and LATAM regions [5]

Core Viewpoint - Company Dreamland Technology has issued a positive profit forecast, expecting a net profit between 20 million and 50 million RMB for the first half of 2025, a significant turnaround from a net loss of approximately 109 million RMB in the same period last year, primarily driven by the launch of self-developed products and new offerings [1][3]. Group 1: Financial Performance - In 2024, Dreamland Technology reported total revenue of 1.51 billion RMB, a year-on-year decline of 21%, with an adjusted net loss of 30 million RMB, marking the fifth consecutive year of performance pressure [3]. - The gaming sector remains the primary revenue source, contributing 96.2% to total revenue, although gaming revenue fell by 21.3% from 1.849 billion RMB to 1.456 billion RMB [3]. - Operating cash flow turned positive in 2024, reaching 150 million RMB, indicating a positive feedback loop [3]. Group 2: Strategic Initiatives - The company is focusing on two main strategies: introducing overseas premium games and expanding self-developed games globally [3]. - The game "Metro Surfers" has maintained a top-ten position across multiple channels, with a version payment rate increasing by 40%, reaching a five-year high [3]. - The newly launched game "Mecha Squad" achieved impressive performance in the domestic market, ranking among the top five in global revenue for mecha shooting games [3]. Group 3: Future Outlook - The game "Kara Bichu" is expected to play a crucial role in the company's turnaround, with the management expressing high hopes for its performance in 2025 [3][4]. - The company regained the publishing rights for "Kara Bichu" from Tencent in February, allowing for integrated development and operation [3]. - A recent share placement raised approximately 72 million HKD, with proceeds primarily allocated to the global strategy for "Kara Bichu," focusing on mobile and console version development to ensure a multi-platform launch in 2025 [4].

Group 1 - Tencent's new MMO game "Star Resonance" officially launched on July 17, based on the IP "Blue Protocol" from Bandai Namco, which ceased operations earlier this year. This launch may inject new vitality into the domestic ACG (Anime, Comic, and Game) market and strengthen Tencent's competitive advantage in this segment [1] Group 2 - Nintendo's new game "Donkey Kong: Bananapocalypse" was released on July 17, receiving an average score of 91 from 87 media outlets on Metacritic, with IGN giving it a perfect score. As a Switch 2 exclusive, this high rating may enhance Nintendo's competitiveness in the console gaming market and boost confidence in the monetization potential of its IPs [2] Group 3 - Chuangmeng Tiandi's tactical shooting game "Kara Bichu" mobile version began a limited paid testing phase on July 17, lasting until July 26, exclusively for Android. The original PC version performed well in Japan, indicating potential for monetization in the mobile market. Positive test results could enhance market perception of the company's game development capabilities, particularly in the niche of ACG and tactical shooting [3]

Major Events - Lion Group (02562) collaborates with China Post Hong Kong to expand an AI-driven digital trade platform connecting China and Southeast Asia [1] - Hengrui Medicine (01276) receives approval for clinical trials of SHR-8068 injection [1] - Yuan Da Medicine (00512) launches the world's first nasal spray product OC-01 for dry eye treatment in mainland China [1] - China Resources Pharmaceutical (03320) plans to invest 245 million to establish a 1 billion Chengdu Pharmaceutical Innovation Fund [1] - China Power (02380) intends to invest approximately 310 million to acquire a 31% stake in Tori Power [1] - GCL-Poly Energy (03800) reaches a strategic cooperation with Taibao Asset Management Hong Kong for global issuance of RWA [1] - Beijing Energy International (00686) signs a trust agreement with Xingye International Trust [1] - China New Economy Investment (00080) receives a premium buyout offer from Cai Wensheng at approximately 19.10%, with resumption of trading on July 18 [1] - Gaoshi Medical (02407) obtains medical device registration certificate for corneal contact lens [1] - Tigermed (03347) plans to sell a 3.41% stake in Lixin Pharmaceutical for 34.11 million [1] Operating Performance - Datang Power (00991) reports a total electricity generation of approximately 123.9934 billion kWh in the first half, a year-on-year increase of about 1.30% [1] - Friendship Time (06820) expects mid-term revenue growth of approximately 14.1% to 23.6% [1] - Jiuxing Holdings (01836) reports a year-on-year revenue increase of approximately 0.7% to 775 million [1] - Yanzhou Coal Mining (01171) achieves a coal production of 73.6 million tons in the first half, a year-on-year growth of 6.54% [1] - October Rice Field (09676) issues a profit warning, expecting mid-term adjusted net profit to grow by no less than 90% year-on-year [1] - China Railway (00390) signs new contracts worth 1,108.69 billion in the first half, a year-on-year increase of 2.8% [1] - Luk Fook Holdings (00590) reports a 13% year-on-year growth in overall retail value and a 14% increase in retail revenue for the first quarter [1] - Dreamland (01119) issues a profit warning, expecting mid-term net profit of approximately 2 million to 5 million, turning from loss to profit year-on-year [1]

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之內容概不負責，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之任何損失承擔任何責任。 – 1 – 本公司正在落實本集團2025年上半年的中期業績。本公告所載數據僅基於董事 會對本集團2025年上半年的未經審核綜合管理賬目的初步評估以及董事會目 前可得數據，尚未經本公司審核委員會及╱或獨立核數師審閱。因此，本集團 2025年上半年的實際業績或與本公告所披露資料有所不同。股東及潛在投資者 務請參閱本集團2025年上半年的中期業績公告所載詳情，該業績公告預期將於 2025年8月底刊發。 本公司將通過定期公告及╱或進一步公告的形式，適時向股東及潛在投資者 匯報上述事項相關的任何重大進展。股東及潛在投資者於買賣本公司股份時 務請審慎行事。 承董事會命 iDreamSky Technology Holdings Limited ࡋỖཙൠ、ᢰ᧗㛑ᴹ䲀ޜਨ （於開曼群島註冊成立的有限公司） （股份代號：1119） 正面盈利預告 本公告乃由創夢天地科技控股有限公司（「本公司」，連同其附屬公司及中國綜 合聯 ...

Group 1 - Tencent's game "Code Name: Cookie Man" has officially started testing recruitment, with expectations to launch testing in mid to late July 2025. The recruitment requires players to have experience in action or card games [1] - If "Code Name: Cookie Man" proves the viability of its "cute + strategic competition" gameplay during testing, it could become a new flagship for Tencent in the casual gaming sector, potentially leading to a reevaluation of the entire casual competitive market by capital [1] - The success of this game could increase attention on similar products from smaller developers, while also highlighting Tencent's resource integration capabilities in the agency publishing sector [1] Group 2 - Hero Game's "Double Helix" has concluded its third test, which began on June 12, 2025, and provided a detailed summary and optimization plan. This test was a limited, paid, and deleted test covering both PC and mobile platforms [2] - The focus on optimizing player experience in the summary is crucial for enhancing player satisfaction and retention rates. A balanced difficulty, convenient controls, and engaging storylines could lead to a stable active user base, which is vital for revenue growth [2] - A stable active user base indicates higher payment potential, which is essential for Hero Game's financial performance [2] Group 3 - Chuangmeng Tiandi's highly anticipated mobile game "Kara Bichu" has announced its long corridor test starting on July 10, 2025, and lasting until July 19, 2025. This test is a limited paid deletion test and is only open to Android platforms [3] - If the long corridor test receives positive player feedback and attracts a large number of participants, it could enhance market expectations for the future commercialization prospects of "Kara Bichu" [3] - Good performance in testing may draw more investor attention to Chuangmeng Tiandi and provide growth potential for revenue after the official game launch, boosting investor confidence in the company's future performance [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之內容概不負責，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之任何損失承擔任何責任。 茲提述創夢天地科技控股有限公司（「本公司」）日期為2025年5月20日的通函（「通 函」），當中載列（其中包括）本公司股東週年大會（「股東週年大會」）通告（「通 告」）。除文義另有所指外，本公告所用詞彙與通函所界定者具有相同涵義。 股東週年大會投票結果 於2025年6月11日舉行的股東週年大會上，通告所載的建議決議案已全部以投 票方式表決。 於股東週年大會當日，本公司的已發行股份總數為1,790,103,145股股份，其中 23,390,000股為庫存股份（包括任何通過中央結算系統持有或存於中央結算系統 的庫存股份），而賦予持有人權利出席股東週年大會並於會上投票贊成或反對 所提呈決議案的股份總數為1,766,713,145股股份。股東於股東週年大會上就所 提呈的任何決議案投票並無任何限制。並無股份賦予股東權利出席股東週年 大會而僅可於會上投票反對所提呈的決議案。概無人士於通函中表明其擬於 股東週年大會上 ...

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之內容概不負責，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之任何損失承擔任何責任。 iDreamSky Technology Holdings Limited ࡋỖཙൠ、ᢰ᧗㛑ᴹ䲀ޜਨ | 股份於緊接授出 | 0.748港元 | | --- | --- | | 日期前 | | | 五個營業日之 | | | 平均收市價： | | | 授出購股權的行 | 自授出之日起10年 | | 使期： | | | 授出購股權的歸 | 不早於自購股權授出之日起滿12個月之日（即2026年5月27日）， | | 屬期： | 具體歸屬日期將視表現目標的達成情況確定。 | | 退扣機制： | 任何購股權將於以下日期立即失效及不得行使： | | | (a) 根據2023年新購股權計劃承授人不再為合資格參與者（定義見上市規則）之日；或 | | | (b) 倘承授人違反不得轉讓購股權條文或2023年新購股權計劃保密與競業限制義務，董 | | | 事會行使本公司權利撤銷或沒收購股權之日。 | （於開曼群島註冊成立的有 ...