力量发展(01277)跌超5%，截至发稿，跌5.43%，报1.22港元，成交额3385.45万港元。 消息面上，力量发展发布盈警，预期集团截至2025年6月30日止六个月的除税后纯利将较2024年同期减 少50%至55%，主要由于在市场持续波动下煤炭价格下跌而导致集团采煤分部溢利估计减少40%至 45%；及仍处于发展阶段的其他业务分部产生的亏损人民币7500万元至人民币8500万元。 ...

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]

力量发展(01277)发布公告，预期集团截至2025年6月30日止六个月的除税后纯利将较2024年同期减少 50%至55%，主要由于i)在市场持续波动下煤炭价格下跌而导致集团采煤分部溢利估计减少40%至45%; 及ii)仍处于发展阶段的其他业务分部产生的亏损人民币7500万元至人民币8500万元。 ...

智通财经APP讯，力量发展(01277)发布公告，预期集团截至2025年6月30日止六个月的除税后纯利将较 2024年同期减少50%至55%，主要由于i)在市场持续波动下煤炭价格下跌而导致集团采煤分部溢利估计 减少40%至45%;及ii)仍处于发展阶段的其他业务分部产生的亏损人民币7500万元至人民币8500万元。 ...

格隆汇8月5日丨力量发展(01277.HK)公告，公司预期截至2025年6月30日止六个月的除税后纯利将较上 年同期减少50%至55%，主要由于i)在市场持续波动下煤炭价格下跌而导致集团采煤分部溢利估计减少 40%至45%；及ii)仍处于发展阶段的其他业务分部产生的亏损介于人民币75百万元至人民币85百万元。 ...

I. 法定/註冊股本變動 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: 力量發展集團有限公司 呈交日期: 2025年8月1日 | 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) | 01277 | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000,000 | USD | | 0.001 | USD | | 500,000,000 | | 增加 / 減少 (-) | | | | 0 | | | USD | | 0 | | 本月底結存 | | | 500,000,000,000 | USD | | 0.001 | USD | | 500,000,000 ...

Group 1 - The article provides a list of companies listed on the Hong Kong stock market along with their dividend distribution dates and shareholder meeting dates [1][4][5] - Notable companies mentioned include China Railway, Green Town China, and Budweiser APAC, which are scheduled for dividend payments [4][5] - The document outlines various companies' actions regarding capital increases and dividend distributions, indicating ongoing corporate activities in the market [4][5]

受益的行业非常多，这个要分短期和中长期，因为时间跨度很长，预期是10-15年，但按照中国的速 度，只要资金到位，10年内就完工并非不可能。 短期来看，最开始就是水泥建材这些先行一步，考虑到水泥有个运输半径问题，因此最大龙头是本地水 泥厂的西藏天路(600326.SH)，被巨量封住一字，再是离基地项目400公里的港股华新水泥(06655)，大涨 超85%。本地产能肯定是不够的，需要从其它地区引进，其它有华润建材科技(01313)、中国建材 (03323)、金隅集团(02009)、中国建材(03323)、海螺水泥(00914)均涨超10%。 【解剖大盘】 周末没啥利空，市场主要担心的无非是日本的参议院选举，最新情况是由自民党和公明党组成的执政联 盟丧失参议院过半数议席。但靴子落地后日元并未出现明显波动，市场预期石破茂依旧可以继续履行职 责，从而稳定局面。因此港股继续跳空上行，今天涨0.68%。 扰动市场的巨头内卷也开始收敛，7月18日，根据央视新闻，市场监管总局约谈饿了么、美团、京东三 家平台企业，号召理性参与竞争。美团-W(03690)、京东集团(09618)、阿里巴巴(09988)均涨幅超2%。 而爆炸性题材 ...

Core Insights - The article highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment against these companies [1][2]. Short Selling Ratios - The top three stocks with the highest short-selling ratios are Great Wall Motors-R (89.22%), Li Ning-R (82.43%), and BYD Company-R (79.48%) [1][2]. - Other notable companies with high short-selling ratios include Baidu Group-SWR (77.03%) and Lenovo Group-R (73.78%) [2]. Short Selling Amounts - The highest short-selling amounts are recorded for Tencent Holdings (67.43 billion), Xiaomi Group-W (56.17 billion), and Alibaba-SW (52.37 billion) [1][2]. - BYD Company also appears in the top short-selling amounts with 38.64 billion [2]. Deviation Values - The stocks with the highest deviation values, indicating a significant difference from their average short-selling ratios over the past 30 days, are Hong Kong Exchanges-R (60.43%), Baidu Group-SWR (52.06%), and BYD Company-R (37.56%) [1][2]. - Great Wall Motors-R and China Bank Hong Kong-R also show notable deviation values of 35.61% and 35.39%, respectively [2].

Financial Performance - For the fiscal year ending December 31, 2024, the company's total revenue was approximately RMB 5,655.8 million, representing a year-on-year increase of 19.2%[9] - The main coal business revenue reached approximately RMB 5,368.5 million, with a year-on-year growth of 13.4%[9] - The company's pre-tax net profit from the coal business was approximately RMB 3,045.7 million, reflecting a year-on-year increase of 20.0%[9] - The overall net profit for the company was approximately RMB 2,080.7 million, showing a slight year-on-year increase of 0.4%[9] - The gross profit margin for the fiscal year was 55.2%, while the net profit margin stood at 36.8%, maintaining a high level within the industry[9] - The company's coal sales revenue for the main business reached approximately RMB 5,368.5 million, an increase of 13.4% year-on-year, contributing 94.9% to total revenue[36] - The sales volume of the company's 5,000 kcal coal products increased by approximately 21.8% year-on-year, driven by improved mining conditions and enhanced extraction efficiency[36] - The gross profit for the year ended December 31, 2024, was approximately RMB 3,123.2 million, with a gross margin of 55.2%, down from a gross profit of RMB 2,803.0 million and a margin of 59.1% for the previous year[58] - The net profit after tax for the year ended December 31, 2024, was approximately RMB 2,080.7 million, with a net profit margin decreasing from 43.7% to 36.8%[65] - The total sales cost for the year ended December 31, 2024, was approximately RMB 2,532.6 million, compared to RMB 1,942.0 million for the year ended December 31, 2023[57] Expansion and Acquisitions - The company is pursuing the acquisition of 51% of MC Mining Limited to enter the South African thermal coal and coking coal mining sector[10] - The company has acquired a 51% stake in MC Mining Limited, with a total of 27.60% ownership completed as of August 2024, aiming to develop four coal mining projects in South Africa with a total recoverable resource of 1.96 billion tons[40] - The company completed the acquisition of 100% equity in Taiyuan Hetai for RMB 220 million, focusing on real estate development in China[76] - The company entered into a share subscription agreement with MC Mining for a total consideration of USD 90 million, acquiring a 13.04% stake initially[78] - The company has entered into a framework agreement to acquire 100% equity in Qinhuangdao Jifu at zero consideration, offsetting a debt of RMB 564.6 million[80] - The company is actively seeking potential mining project targets and diversifying into new business areas beyond coal mining[66] Environmental and Sustainable Development - The company emphasizes environmental protection and sustainable development, maintaining the status of a national-level green mine[11] - The company continues to advance its green and sustainable development initiatives, maintaining its status as a national-level green mine[39] - The company aims to maintain wastewater treatment efficiency and achieve zero wastewater discharge by 2025[149] - The company was recognized as an advanced enterprise in green mining construction in 2023 and aims for further recognition in 2024[140] - The company has committed to regular communication with stakeholders to assess and prioritize ESG-related issues[99] - The company has established an ESG working group to manage and report on environmental, social, and governance risks, ensuring effective oversight and integration into overall strategy[97] - The company is committed to promoting energy conservation and emission reduction as part of its environmental strategy[106] - The company aims to reduce coal consumption and increase tree planting in reclamation areas to further lower greenhouse gas emissions in 2025[147] - The company has identified climate-related risks, including acute physical risks from extreme weather events and chronic risks from long-term climate changes, which could impact operational costs and production capacity[161] - The company has implemented measures to address acute physical risks, such as incorporating extreme weather factors into the construction of new facilities and conducting regular inspections of operational equipment[162] Safety and Employee Welfare - The company maintains a focus on safety, achieving zero major injuries at both Dafenpu and Yong'an mines in 2024, emphasizing a robust safety management system[46] - The group has not experienced any major safety incidents or work-related fatalities in the past three years, with zero workdays lost due to injuries in 2024[132] - The group conducted 1,244 safety training sessions covering 1,342 employees, totaling over 1,866 hours of training in 2024[133] - The group has a comprehensive safety management system that emphasizes responsibility, standards, and scientific efficiency[127] - The total employee cost for the year ending December 31, 2024, was approximately RMB 425.3 million, with a workforce of 2,520 full-time employees across various regions[93] - The company has established a performance evaluation mechanism to enhance employee engagement and responsibility, promoting rapid and healthy development[178] - The company has a male-to-female employee ratio of 85% to 15%, reflecting its commitment to equal employment principles[171] - The employee turnover rate for full-time staff in mainland China is 22.73%, totaling 541 individuals, while Hong Kong's turnover rate is 50.00% with 3 individuals, and Cambodia's is 44.77% with 154 individuals[172] - The company provided free meals to underground employees, ensuring they receive hot meals during shifts in 2024[185] - The employee training satisfaction rate is reported to be good, with various training formats including video lectures and outdoor training[181] Community Engagement and Social Responsibility - The group signed a reclamation and greening project agreement worth RMB 710,000 with a local community, reducing soil extraction costs and increasing community revenue[191] - The group sponsored local cultural events, contributing RMB 20,000 to one village and RMB 5,000 to another, fostering good community relations[191] - The group provided free coal to local residents and engaged in volunteer services, contributing RMB 310,000 to support local economic development[192] - Local employees accounted for 24.6% of the total workforce, with 241 employees holding local residency[192] - The group has been recognized as a "Star Enterprise" in Qinhuangdao for eight consecutive years, reflecting its commitment to quality and community engagement[192] Innovation and Technology - In 2024, the company achieved 9 new utility model patents as part of its commitment to technological innovation[116] - The company completed the intelligent construction of its coal mine by October 2023, with plans to pass the intelligent acceptance of the coal preparation plant by December 2024[116] - The innovation studio submitted 64 projects in 2024, winning awards for 53 of them, creating direct economic value of approximately RMB 7.8 million[116] - The group has implemented a coal mining technology innovation that saves 50% in preparation roadway excavation and reduces the number of relocations during mining[117] - The group has established nearly 30 subsystems at the Dafenpu coal mine, achieving full coverage with 4G and 5G networks, enhancing automation and remote control capabilities[118] Compliance and Governance - The company emphasizes compliance with laws and regulations, including the Company Law and Anti-Money Laundering Law of the People's Republic of China, to prevent corruption[110] - The company has established anti-corruption policies, with a number of corruption lawsuits filed and resolved during the reporting year[199] - The company has a policy to prevent child labor and forced labor, ensuring compliance with relevant laws and regulations[197] - The company has established a governance structure where the board is responsible for ESG strategies and risk assessments, including climate-related risks[159]