Group 1 - The core viewpoint of the article highlights the significant stock price increase of Chuangmeng Tiandi (01119), which has risen over 55% in the month, with a current price of 1.2 HKD and a trading volume of 21.36 million HKD [1] - On July 29, Chuangmeng Tiandi announced a capital agreement with Playrix's PLR Worldwide Sales Limited, which will subscribe to approximately 38.08 million shares at a price of 1.024 HKD per share, totaling an investment of 39 million HKD [1] - Following the completion of the transaction, Playrix will hold approximately 2.11% of Chuangmeng Tiandi's shares, indicating a strategic partnership with a major player in the mobile gaming industry [1] Group 2 - PLR Worldwide Sales Limited specializes in mobile game development, multi-platform marketing, distribution, and operation, with notable products including "Gardenscapes" and "Homescapes" [1] - The board of Chuangmeng Tiandi believes that this capital agreement will introduce a long-term cooperative upstream developer as a strategic shareholder, preserve the group's cash flow for future business development, and strengthen the group's financial position [1]

Group 1 - The core point of the news is that Dream Games (创梦天地) has signed a capital agreement with Playrix's PLR Worldwide Sales Limited, where Playrix will subscribe to approximately 38.08 million shares at HKD 1.024 per share, totaling HKD 39 million, which represents a discount of about 3.4% from the closing price on July 28 [1] - Following this transaction, Playrix will hold approximately 2.11% of Dream Games' shares, indicating a strategic investment based on the company's strengths in the overseas premium game distribution business [1] - Dream Games has successfully launched the "Dream Series" games in China, achieving over 200 million registered users over eight years, with "Dream Garden" reaching record revenue in 2024 [1] Group 2 - Game industry research media GameLook analyzed how Dream Games has become a unique global distribution platform by deeply understanding game content and accurately connecting with culture, successfully introducing and operating several well-known IPs [2] - Dream Games has announced a profit forecast for the first half of 2025, expecting net profits between RMB 20 million and 50 million, driven by the results of strategic adjustments and the gradual delivery of self-developed products [2] - The company is set to enter a product launch phase in the second half of 2025, with multiple games, including "Kara Bichu" and "Chong Chong Qibing," expected to be released, showcasing the recognition from overseas developers of Dream Games' capabilities in premium game distribution [2][3] Group 3 - Dream Games is focusing on introducing unique vertical niche products and has reserved several overseas premium games, indicating a shift in collaboration with overseas developers from "agency distribution" to "equity binding," which is expected to create a stable and mutually beneficial long-term partnership [3] - The upcoming product launches and the strategic investment from Playrix are anticipated to accelerate the company's performance release period [3]

Group 1 - The company, Dreamland (01119), announced a capitalization agreement with a subscriber, agreeing to issue 38.0859 million subscription shares at a price of HKD 1.024 per share, which will offset the franchise fees owed to the subscriber [1] - The subscription shares represent approximately 2.11% of the company's expanded issued share capital post-capitalization, assuming no other changes in the issued share capital [1] - The subscription price of HKD 1.024 per share reflects a discount of about 3.40% compared to the closing price of HKD 1.06 on the Hong Kong Stock Exchange on July 28, 2025 [1] Group 2 - The subscriber, PLR Worldwide Sales Limited, is an Irish limited liability company primarily engaged in mobile game development, multi-platform marketing, distribution, and operation, with major products including "Dream Garden" and "Dream Home" [2] - PLR Worldwide Sales Limited is wholly owned by Playrix Holdings Limited, with Dmitrii Bukhman and Igor Bukhman each holding 48.8% of Playrix Holdings Limited [2] - The board believes that the capitalization will (i) introduce a long-term cooperative upstream developer as a strategic shareholder, (ii) preserve the group's cash flow for future business development, and (iii) strengthen the group's financial position [2]

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。 認購股份將根據於2024年股東週年大會上批准之一般授權發行，因此毋須 取得股東進一步批准。本公司將向香港聯交所上市委員會申請批准認購股 份上市及買賣。 資本化協議及其項下擬進行之交易須待當中所載先決條件獲達成後方告完成。 有關進一步資料，請參閱下文「資本化協議」一段。由於資本化事項可能會 或可能不會完成，股東及潛在投資者於買賣本公司證券時務請審慎行事。 – 1 – 根據一般授權發行新股份 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） 根據一般授權發行新股份 董事會宣佈，於2025年7月28日（交易時段後），本公司及深圳創夢與認購人 訂立資本化協議，據此，認購人已有條件同意認購，而本公司已有條件同 意按每股認購股份1.024港元的發行價向認購人配發及發行38,085,937股認購 股份，以按等 ...

本公告乃本公司根據上市規則第17.06A、17.06B及17.06C條作出。 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 （於開曼群島註冊成立的有限公司） （股份代號：1119） 根據2023年新購股權計劃授出購股權 董事會宣佈，本公司根據2023年新購股權計劃於2025年7月28日向1名僱員（非 董事）授出合共500,000份購股權（獲授予購股權的承授人有權就每份購股權認 購1股股份），惟須待承授人接納方可作實。 授出購股權 所授出購股權的詳情如下： 授出購股權的數目（份）： 500,000 授出購股權的行使價： 1.060港元 表現目標*： 自授出日期起每12個月為一個評估期。承授人於每個 評估期的購股權歸屬百分比根據其年度綜合績效評 分進行調節。 – 1 – 授出日期： 2025年7月28日 承授人類別： 僱員（非董事） 獲授人數： 1人 ...

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]