Core Viewpoint - Eagle Precision (01286) experienced a significant decline of over 15%, trading at 3.4 HKD with a transaction volume of 12.96 million HKD due to the impact of new tariffs on steel and aluminum imports imposed by the Trump administration [1] Group 1: Tariff Impact - On August 15, the Trump administration announced an expansion of a 50% tariff on steel and aluminum imports [1] - Approximately 40% of Eagle Precision's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for transportation, customs clearance, and payment of all applicable taxes and tariffs [1] - About 60% of the products included in the new tariff list will incur additional tariffs, which are significantly higher than the company's gross margin, making the supply commercially unfeasible and potentially constituting a force majeure event [1] Group 2: Revenue and Business Impact - For the fiscal year ending December 31, 2024, revenue from U.S. sales is expected to account for approximately 44.4% of the company's total revenue [1] - The board of directors acknowledges that the additional tariffs may impact the company's business and operations, but they are currently negotiating to pass on the tariff costs to customers [1] - The company is closely monitoring the situation and will take appropriate measures to mitigate the impact of the additional tariffs on its business and operations [1]

Core Viewpoint - The U.S. Department of Commerce announced an expansion of a 50% tariff on steel and aluminum imports from all countries, affecting 407 products, which will take effect on August 18, 2025. This could significantly impact the company's operations and profitability due to the high tariff rates compared to its gross margin [1]. Group 1 - The new tariff list includes 407 steel and aluminum derivative products, which will be subject to additional tariffs starting August 18, 2025 [1]. - Approximately 40% of the company's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for shipping, customs clearance, and paying all applicable taxes and tariffs [1]. - Of the products sold to the U.S., about 60% are included in the new tariff list, which could render the company's supply commercially unviable due to the high tariff rates [1]. Group 2 - As of the fiscal year ending December 31, 2024, revenue from U.S. sales accounts for approximately 44.4% of the company's total revenue [1]. - The board acknowledges that the additional tariffs may impact the company's business and operations, but specific assessments and calculations regarding the impact are currently not possible as negotiations to pass on the tariff costs to customers are ongoing [1].

Core Viewpoint - The U.S. Department of Commerce announced an expansion of a 50% tariff on steel and aluminum imports from all countries, affecting 407 products, which will take effect on August 18, 2025. This could significantly impact the company's operations and profitability due to the high tariff rates compared to its gross margin [1]. Group 1 - The new tariff list includes 407 steel and aluminum derivative products, which will be subject to additional tariffs starting August 18, 2025 [1]. - Approximately 40% of the company's products sold to the U.S. are under "Delivered Duty Paid" terms, meaning the company is responsible for shipping, customs clearance, and paying all applicable taxes and tariffs [1]. - Of the products sold to the U.S., about 60% are included in the new tariff list, which could render the company's supply commercially unviable due to the high tariff rates [1]. Group 2 - As of the fiscal year ending December 31, 2024, revenue from U.S. sales accounts for approximately 44.4% of the company's total revenue [1]. - The board acknowledges that the additional tariffs may impact the company's business and operations, but specific assessments and calculations regarding the impact are currently not possible as negotiations to pass on the tariff costs to customers are ongoing [1].

Group 1 - The U.S. Department of Commerce announced an expansion of a 50% tariff on steel and aluminum imports from all countries, effective August 18, 2025, which includes 407 products in the new tariff list [1] - Approximately 40% of the company's products sold to the U.S. are under Delivered Duty Paid terms, with about 60% of these products included in the new tariff list, making the business commercially unviable due to the high tariff rates exceeding the company's gross margin [1] - The company is currently negotiating with customers regarding the potential pass-through of the additional tariffs, and it is unable to assess the specific impact of these tariffs on its business and operations at this time [2] Group 2 - Sales to the U.S. accounted for approximately 44.4% of the company's total revenue for the fiscal year ending December 31, 2024 [2] - The board acknowledges that the additional tariffs may impact the company's business and operations, and it will continue to monitor the situation closely [2] - The company plans to take measures to mitigate the impact of the additional tariffs on its business and operations when appropriate [2]

IMPRO PRECISION INDUSTRIES LIMITED 鷹 普 精 密 工 業 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1286） 自願性公告 美國關稅對本集團業務及營運的影響 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 的 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，概不就因本公告全部 或任何部分內容所產生或因依賴該等內容而引致的任何損失承擔任何責任。 本公告乃鷹普精密工業有限公司（「本公司」，連同其附屬公司統稱「本集團」）自願 作出。 美國商務部於二零二五年八月十五日晚間發布的《聯邦公報》公告中表示，擴大對 所 有 國 家 鋼 鐵 和 鋁 製 品 進 口 美 國 徵 收 50 % 關 稅（「額 外 關 稅」）的 範 圍 ， 將 407 個 鋼 鐵 和 鋁 衍 生 產 品 之《 美 國 協 調 關 稅 表 》產 品 編 碼 納 入 加 徵 關 稅 清 單（「 新 關 稅 清 單」），擴大的新關稅清單將於二零二五年八月十八日正式生效。 按 集 團 最 新 未 來 1 2 個 月 ...

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Eagle Precision (01286), which has risen over 10% recently and more than 1.1 times year-to-date [1] - Eagle Precision reported a mid-year revenue of 2.45 billion HKD, reflecting a year-on-year increase of 2% [1] - The company's profit attributable to equity shareholders reached 346 million HKD, marking a year-on-year increase of 13.7% [1] Group 2 - The basic earnings per share were reported at 18.35 HKD cents, with an interim dividend proposed at 8 HKD cents per share [1] - The demand for large horsepower engines, a key component in distributed generation, surged due to the global AI trend and increased demand for data centers, leading to a substantial revenue increase of 48.3% in the terminal market for large horsepower engines [1] - The company has enhanced its market share and product processing depth, contributing to the overall revenue growth [1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Eagle Precision (01286), which has risen over 110% year-to-date, with a current increase of 10.81% to HKD 4.1 [1] - The company reported a mid-year revenue of HKD 2.45 billion, reflecting a year-on-year increase of 2% [1] - The profit attributable to equity shareholders reached HKD 346 million, marking a year-on-year increase of 13.7% [1] - Basic earnings per share were reported at HKD 0.1835, with an interim dividend proposed at HKD 0.08 per share [1] Group 2 - The surge in demand for large horsepower engines, a key component in distributed generation, was driven by the global wave of artificial intelligence and the increasing need for data centers [1] - The revenue from the end market for large horsepower engines saw a substantial increase of 48.3% due to enhanced market share and deeper product processing [1]

Major Events - Kangji Medical (09997) received a privatization offer at a premium of approximately 9.9% [1] - China Resources Pharmaceutical (03320) plans to participate in the establishment of a fund [1] - Ganfeng Lithium (01772) intends to jointly integrate a joint venture with LAR to develop the Pozuelos-Pastos Grandes salt lake basin in Argentina [1] - China Antibody-B (03681) signed a comprehensive strategic cooperation agreement with the Hong Kong Advanced Institute of Research at Sun Yat-sen University [1] - Mingyuan Cloud (00909) plans to acquire 100% equity of ASIOT Corporation for 700 million yen [1] - Weilu Group (01196) experienced unusual stock price and trading volume changes and is in preliminary discussions with an independent third party regarding a potential acquisition of mobile game rights [1] Operating Performance - China Unicom (00762) reported revenue exceeding 200 billion yuan in the first half of the year, with a profit attributable to equity holders of 14.484 billion yuan, a year-on-year increase of 5.01% [1] - China Unicom (00762) had approximately 1.208 billion cumulative "Ubiquitous Intelligent Connection" users in the second quarter [1] - Tencent Music (01698) achieved double growth in revenue and profit in the first half of the year, with a profit attributable to equity holders of 6.7 billion yuan, a year-on-year increase of 115.85% [1] - Galaxy Entertainment (00027) reported a mid-term profit attributable to shareholders of 5.24 billion HKD, a year-on-year increase of 19.44% [1] - WH Group (00288) reported a mid-term profit attributable to shareholders of 788 million USD, a year-on-year increase of 0.51%, with an interim dividend of 0.2 HKD per share [1] - Minmetals Resources (01208) reported a mid-term profit attributable to equity holders of 340 million USD, a year-on-year increase of 1511% [1] - China Literature Group (00772) reported a mid-term profit attributable to shareholders of 850 million yuan, a year-on-year increase of 68.5% [1] - Hong Kong Electric (02638) reported a mid-term profit attributable to unit holders of 1.001 billion HKD, a year-on-year increase of 5.7% [1] - 361 Degrees (01361) reported a mid-term profit attributable to equity holders of 858 million yuan, a year-on-year increase of 8.6% [1] - Eagle Precision (01286) reported a mid-term profit attributable to equity holders of 346 million HKD, a year-on-year increase of 13.7% [1] - China Everbright Water (01857) reported a mid-term profit attributable to equity holders of 564 million HKD, a year-on-year decrease of 2.99% [1] - FIT HON TENG (06088) reported a mid-term profit attributable to shareholders of 31.511 million USD, a year-on-year decrease of 3.11% [1] - China Lilang (01234) reported a mid-term profit attributable to equity holders of 243 million yuan, a year-on-year decrease of 13.4% [1] - Fudan Zhangjiang (01349) reported a mid-term profit attributable to shareholders of 5.715 million yuan, a year-on-year decrease of 91.89% [1] - Wharf Holdings (00004) reported a mid-term profit attributable to shareholders of 535 million HKD, returning to profitability [1] - China Resources Land (01109) reported a cumulative contract sales amount of approximately 123.6 billion yuan for the first seven months, a year-on-year decrease of 11.8% [1]

8月12日，高精密零部件制造商鹰普精密（股票代码 1286.HK）公布2025年上半年中期业绩，该公司股 东应占溢利为3.46亿港元，同比上升13.7%。2025年上半年，该集团的收入同比上升2.0%。董事会决 定，派发中期股息为每股8.0港仙。 南都N视频记者了解到，全球经济在美国关税政策不确定性和地缘政治局势紧张下持续波动，为供应链 带来很大的不确定性。这一环境让企业投资及生产普遍处于观望状态，客户下单时也更加谨慎。相关因 素导致鹰普精密的部分客户需求阶段性下降，对该集团销售造成一定影响。 鹰普精密公布该集团在墨西哥园区的发展动态对比图。 上半年，尽管该集团的墨西哥新工厂仍录得较大幅度亏损，但仍然看好在当地的发展前景。南都N视频 记者发现，受到中美贸易摩擦及美国关税政策等不确定性的影响，鹰普墨西哥将因应客户要求，承接部 分其他亚洲和欧洲供应商的订单，这一趋势将促使墨西哥工厂未来一至两年的资本开支增加。 采写：南都N视频记者 肖遥 发自香港 鹰普精密主席兼行政总裁陆瑞博在回应南都N视频等媒体记者的提问时表示，该集团将大力拓展人工智 能和医疗产业相关产品，预计其大马力发动机下半年销售增长势头有望持续。 此外， ...

Group 1 - The core viewpoint of the article highlights the positive performance of Eagle Precision (01286) in its mid-term results, with a notable increase in revenue and profit [1] - The company reported a revenue of HKD 2.45 billion for the first half of the year, representing a year-on-year increase of 2% [1] - The profit attributable to equity shareholders was HKD 346 million, reflecting a year-on-year increase of 13.7% [1] Group 2 - The basic earnings per share were reported at HKD 0.1835, and the company proposed an interim dividend of HKD 0.08 per share [1] - The demand for large-capacity engines, a key component in distributed power generation, surged by 48.3% due to the increasing need for data centers driven by the AI wave [1] - The medical terminal market also saw significant growth, with new products entering mass production and sales increasing by 50.6% year-on-year [1]