Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "Earnings Revisions Leading Indicator" criteria, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - The report includes a list of stocks recommended for purchase, which are: - Tencent (00700.HK) - Alibaba-W (09988.HK) - Xiaomi-W (01810.HK) - AIA (01299.HK) - Pinduoduo (PDD.US) - Hong Kong Exchanges and Clearing (00388.HK) - Ping An Insurance (02318.HK) - Kuaishou-W (01024.HK) - Techtronic Industries (00669.HK) - China Pacific Insurance (02328.HK) - Lenovo Group (00992.HK) - ZTO Express-W (02057.HK) - Hua Hong Semiconductor (01347.HK) - Kingdee International (00268.HK) - GDS Holdings-SW (09698.HK) - AAC Technologies (02018.HK) - BYD Electronic (00285.HK) - China International Capital Corporation (03908.HK) - Weichai Power (02338.HK) - CRRC Corporation (01766.HK) - JD Logistics (02618.HK) - Swire Pacific A (00019.HK) - Miniso Group (09896.HK) - Times Electric (03898.HK) - Haitian International (01882.HK) [1]

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 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 01299 | | 說明 | | | | | | | 多櫃檯證券代號 | 81299 | RMB 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 10,504,433,563 | | 0 | | 10,504,433,563 | | 增加 / 減少 (-) | | | | 6,400 | | 0 | | | | 本月底結存 | | | | 10,504,439,963 | | 0 | | 10,504,439,963 | 第 2 頁 共 11 頁 v 1.1.1 III.已發行股份及/或庫存股份變動詳情 (A) ...

Market Overview - The Hang Seng Index (HSI) closed at 26,857.70, down by 100.07 points or 0.37% as of October 7, 16:00 Eastern Time [1] - The index reached a high of 27,169.45 and a low of 26,849.11 during the trading session, with a trading volume of 47.63 million [1] - The HSI's 52-week high is 27,275.90 and the low is 18,856.77, indicating a trading range of 1.19% [1] Blue-Chip Stocks Performance - Major blue-chip stocks mostly declined, with HSBC Holdings closing at HKD 110.069, down 0.75% from the Hong Kong market close [2] - Tencent Holdings closed at HKD 670.363, down 1.05% compared to the Hong Kong market close [2] Individual Stock Movements - Tencent Holdings (00700) saw a slight increase of 0.59% to HKD 677.500, but its ADR price was HKD 670.363, reflecting a decrease of 7.137 [3] - Alibaba Group (09988) decreased by 2.49% to HKD 180.500, with its ADR price at HKD 176.415, down by 4.085 [3] - HSBC Holdings (00005) increased by 0.91% to HKD 110.900, while its ADR price was HKD 110.069, down by 0.831 [3] - Other notable declines include Xiaomi Group (01810) down 2.09% to HKD 53.850 and JD.com (09618) down 2.14% to HKD 137.200 [3]

（文章来源：每日经济新闻） 每经AI快讯，Wind数据显示，10月3日，共13只港股获公司回购，2只个股回购金额超千万港元。其 中，腾讯控股、恒生银行、蒙牛乳业回购金额最大，分别获公司回购5.5亿港元、2385.56万港元、590.1 万港元。 截至10月3日，今年已有234只港股获公司回购，52只个股年内累计回购金额超亿港元。其中，腾讯控 股、汇丰控股、友邦保险年内累计回购金额最大，分别获公司回购587.63亿港元、276.33亿港元、 176.93亿港元。 ...

Core Viewpoint - The article highlights the recent trend of share buybacks among Hong Kong stocks, indicating a significant level of corporate confidence and capital allocation strategies in the market [1] Group 1: Share Buyback Overview - On October 2, a total of 20 Hong Kong stocks conducted share buybacks, with 2 stocks exceeding 10 million HKD in buyback amounts [1] - Tencent Holdings, Hang Seng Bank, and Yun Gongchang had the largest buyback amounts, with Tencent repurchasing 550 million HKD, Hang Seng Bank 23.94 million HKD, and Yun Gongchang 9.593 million HKD [1] Group 2: Year-to-Date Buyback Statistics - As of October 2, 234 Hong Kong stocks have conducted share buybacks this year, with 52 stocks having cumulative buyback amounts exceeding 100 million HKD [1] - Tencent Holdings, HSBC Holdings, and AIA Group have the highest cumulative buyback amounts for the year, with Tencent at 58.212 billion HKD, HSBC at 27.469 billion HKD, and AIA at 17.693 billion HKD [1]

Core Viewpoint - UBS reports that the National Financial Regulatory Administration has issued guidelines to promote the high-quality development of health insurance, which is seen as positive and significant [1] Group 1: Regulatory Changes - The guidelines allow insurance companies with good regulatory ratings to launch participating dividend-type long-term health insurance products [1] - Implementation details are not finalized, but a transitional solution is expected to involve a combination of dividend savings policies and critical illness riders [1] - Despite the introduction of dividend features, regulators will continue to focus on the fundamental purpose of protection [1] Group 2: Market Comparison - The introduction of dividend-type critical illness insurance in mainland China is expected to have limited competitive impact on the Hong Kong market for insurance sales to mainland visitors [1] - Hong Kong's dividend products typically offer higher demonstration rates, around 6%-6.5%, compared to mainland rates of 2.9%-3.3% [1] - Hong Kong insurance products provide a broader range of global investment options, catering to the asset diversification needs of visitors [1] Group 3: Key Success Factors - Key success factors for dividend health insurance include strong regulatory ratings, investment and distribution capabilities, a focus on protection products, and the development of a medical ecosystem [1] - Friends Health China is viewed as a major beneficiary of these developments [1] - Among domestic listed insurance companies, China Ping An (02318) is relatively focused on protection products and has a well-established online and offline medical ecosystem, which may create synergies with health products like critical illness insurance [1]

智通财经APP获悉，瑞银发布研报称，国家金融监管总局发布《关于推动健康保险高质量发展》的指导 意见，内容正面且具积极意义。监管评级优良的保险公司获准推出参与分红型长期健康保险产品。实施 细节尚未最终确定，但预期将采用分红储蓄保单+重大疾病附加险的过渡性解决方案。尽管引入分红功 能，监管机构仍将继续聚焦于保障的基本宗旨。 该行认为，内地允许分红型重大疾病险对香港市场的内地访客保险销售竞争有限，香港的分红型重大疾 病险市场发展稳健。首先，香港的分红产品通常提供更高的演示利率例如6%-6.5%，而内地为 2.9%-3.3%。其次，香港保险产品提供更广泛的全球投资选择，满足访港客保险对资产多元化的需求。 瑞银认为，分红健康保险的关键成功因素包括强大的监管评级、投资与分销能力、专注于保障产品以及 医疗生态系统的建设。基于上述因素，看好友邦中国作为主要受惠者。在国内上市保险公司中，中国平 安(02318)相对专注于保障产品。中国平安并拥有完善的线上线下医疗生态系统，可能与健康产品如重 大疾病险产生协同效应。 ...

Market Overview - The Hang Seng Index (HSI) closed at 26,751.60, down by 103.96 points or 0.39% as of September 30, 16:00 Eastern Time [1] - The index reached a high of 26,811.89 and a low of 26,663.28 during the trading session, with an average price of 26,737.59 [1] - The 52-week high for the index is 26,915.35, while the 52-week low is 18,856.77, indicating a trading range of 0.55% for the day [1] Blue-Chip Stocks Performance - Major blue-chip stocks mostly declined, with HSBC Holdings closing at HKD 110.477, up by 0.98% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 662.66, down by 0.05% compared to the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) saw a price increase of HKD 3.00, or 0.45%, with an ADR price of HKD 662.660, which is a decrease of HKD 0.340 compared to its Hong Kong price [3] - Alibaba Group (09988) increased by HKD 3.60, or 2.08%, with an ADR price of HKD 173.866, down HKD 3.134 from its Hong Kong price [3] - HSBC Holdings (00005) rose by HKD 0.60, or 0.55%, with an ADR price of HKD 110.477, up HKD 1.077 from its Hong Kong price [3] - Other notable movements include Kuaishou (01024) increasing by HKD 5.70, or 7.22%, and BYD Company (01211) rising by HKD 1.60, or 1.47% [3]

Core Viewpoint - AIA Group (01299) announced that the interim dividend of HKD 0.333 per share, declared on September 26, 2019, will be forfeited and returned to the company if not claimed by October 31, 2025 [1] Summary by Relevant Categories - **Dividend Announcement** - AIA Group declared an interim dividend of HKD 0.333 per share on September 26, 2019 [1] - The unclaimed dividends will be forfeited and returned to the company after October 31, 2025 [1]

Core Viewpoint - AIA Group Limited (01299.HK) announced that the interim dividend of HKD 0.3330 per share, which was declared on September 26, 2019, will be forfeited and returned to the company if not claimed by October 31, 2025 [1] Summary by Category - **Company Announcement** - AIA Group Limited will forfeit the unclaimed interim dividend from 2019 if it remains unclaimed by the specified date [1]