来源：智通财经网 香港联交所最新资料显示，11月11日，ESR Asset Management (Prosperity) Limited减持泓富产业信托 (00808)17.8万股，每股均价1.4065港元，总金额约为25.04万港元。减持后最新持股数目约为1.11亿股， 最新持股比例7.03%。 ...

香港联交所最新资料显示，11月11日，ESR Asset Management (Prosperity) Limited减持泓富产业信托 (00808)17.8万股，每股均价1.4065港元，总金额约为25.04万港元。减持后最新持股数目约为1.11亿股， 最新持股比例7.03%。 ...

智通财经APP获悉，香港联交所最新资料显示，11月11日，ESR Asset Management (Prosperity) Limited减 持泓富产业信托(00808)17.8万股，每股均价1.4065港元，总金额约为25.04万港元。减持后最新持股数目 约为1.11亿股，最新持股比例7.03%。 ...

Core Viewpoint - ESR Asset Management (Prosperity) Limited has reduced its stake in Prosperity Industrial Trust (00808) by selling 197,000 shares at a price of HKD 1.402 per share, totaling approximately HKD 276,200 [1] Summary by Category Shareholding Changes - After the reduction, ESR Asset Management's latest shareholding stands at approximately 113 million shares, representing a holding percentage of 7.15% [1]

Core Viewpoint - ESR Asset Management (Prosperity) Limited has reduced its stake in 泓富产业信托 (00808) by selling 183,000 shares at a price of HKD 1.4025 per share, totaling approximately HKD 256,700, resulting in a new holding of about 108 million shares, representing 6.86% of the total shares [1] Summary by Category - **Share Reduction** - ESR Asset Management sold 183,000 shares of 泓富产业信托 at HKD 1.4025 per share [1] - The total amount from the sale was approximately HKD 256,700 [1] - **Current Holdings** - After the reduction, ESR Asset Management's remaining shares in 泓富产业信托 are approximately 108 million [1] - The current holding percentage is 6.86% [1]

Group 1 - WayMeet Limited, the parent company of the digital accessory brand ESR, announced a voluntary recall of over 50,000 units of the HaloLock series wireless power banks due to safety hazards related to lithium-ion battery overheating, which could lead to fire and explosion [1] - There have been 29 reported incidents in North America (USA and Canada) regarding overheating, fires, and explosions of these power banks, resulting in at least $30,000 in property damage, although no injuries have been reported [1] - The recall affects four specific models: 2G520, 2G505B, 2G512B, and 2G505, which are pocket-sized and identifiable by the "ESR" brand logo and model codes on the side [1] Group 2 - ESR was established in 2009 and is headquartered in Shenzhen, operating in over 180 countries with more than 1,500 physical stores and over 70 million users [2] - The product range includes digital accessories, automotive accessories, and Bluetooth audio devices [2]

Core Insights - The Hong Kong Stock Connect Non-Bank ETF (513750) has reached a record size of 10.364 billion yuan as of July 24, 2025, marking a year-to-date growth of 1213.56% [1] - The ETF has seen continuous net inflows over the past 17 days, with a total of 4.966 billion yuan in net inflows, and 5.897 billion yuan over the past month [1] - The ETF has achieved a 52.78% increase since its low point on April 10, 2025, and has a one-year net value increase of 90.63%, ranking in the top 1.36% among 2940 index stock funds [2] Fund Performance - The Hong Kong Stock Connect Non-Bank ETF recorded a trading volume of 2.158 billion yuan on July 24, 2025, with a turnover rate of 22.14%, indicating active market participation [2] - The ETF has a maximum monthly return of 31.47% since its inception, with the longest consecutive monthly gain being 4 months and an average monthly return of 7.04% [2] - The ETF closely tracks the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index, which includes up to 50 listed companies that meet the non-bank financial theme criteria [2] Sector Analysis - The top ten weighted stocks in the CSI Hong Kong Stock Connect Non-Bank Financial Theme Index account for 77.92% of the index, with major holdings including China Ping An, AIA, and Hong Kong Exchanges and Clearing [3] - Market sentiment has improved in Q2 2025, leading to an increase in the non-bank sector's weight, with expectations for both fundamental and valuation improvements [3] - The insurance sector is expected to benefit from a stable interest rate environment and improved investment returns, which could enhance profitability [4]

Group 1 - As of July 16, 2025, the Hong Kong Stock Connect Non-Bank ETF (513750) reached a record size of 7.451 billion, with a year-to-date growth of 844.35% [1] - The ETF's latest share count is 4.840 billion, also a record high since its inception [1] - The index tracking the non-bank financial theme (931024) experienced a decline of 0.82% on the same date, with mixed performance among constituent stocks [1] Group 2 - The Hong Kong Stock Connect Non-Bank ETF has seen a net asset value increase of 74.06% over the past year, ranking 57 out of 2915 index stock funds, placing it in the top 1.96% [2] - The ETF's highest monthly return since inception was 31.47%, with the longest consecutive monthly gain being 4 months and a total increase of 38.25% [2] - The top ten weighted stocks in the index account for 77.92%, with major holdings including China Ping An, AIA, and Hong Kong Exchanges and Clearing [2] Group 3 - Recent policies aimed at enhancing financial market construction and expanding high-level financial openness are expected to create significant business opportunities for non-bank financial institutions [3] - The insurance sector is anticipated to benefit from new regulations promoting long-term investments, while brokerage firms are expected to maintain high trading activity levels [3] - The Hong Kong Stock Connect Non-Bank ETF is the first and only ETF tracking the non-bank index, with over 60% of its composition in insurance stocks [3]

Core Viewpoint - ESR, Asia's largest logistics real estate company, has officially delisted from the Hong Kong Stock Exchange and transitioned into a privately held entity, marking a significant step in its privatization process [1][2] Group 1: Privatization Process - The privatization proposal was approved under Section 86 of the Companies Law and will take effect on June 30, 2025, following court approval on June 20 [1] - As of June 30, ESR received valid acceptances for approximately 99.3% of its total share options, indicating strong support for the privatization [1] Group 2: Management Changes - Following privatization, ESR has undergone a significant management overhaul, with Brett Robson appointed as the independent board chairman and Phil Pearce as president [2][3] - New appointments also include Matthew Lawson as CFO, Josh Daitch as Chief Investment Officer, and David Matheson as Chief Investment Officer for Group Strategy and Investment [3][4] Group 3: Strategic Focus - ESR aims to accelerate its strategic transformation post-privatization, focusing on core logistics and data center business areas to leverage its platform advantages in the Asia-Pacific region [2][7] - The management changes are intended to align with long-term strategic goals, allowing for more flexibility in decision-making without the pressures of public market performance [7][8] Group 4: Employee Transition - Employees have been informed about the privatization process, with company-controlled desktop settings to address potential concerns regarding the transition [5][6] - The new management team is expected to enhance operational efficiency and attract top talent through improved compensation and career development opportunities [8]

Core Viewpoint - The China Securities Index for non-bank financial themes has shown a decline in the short term but has experienced significant growth year-to-date, indicating a mixed performance in the financial sector [1][2]. Group 1: Index Performance - The CSI Non-Bank Financial Theme Index fell by 2.62% to 3445.53 points, with a trading volume of 18.869 billion yuan [1]. - Over the past month, the index has increased by 8.98%, and over the last three months, it has risen by 6.39%, with a year-to-date increase of 21.74% [1]. Group 2: Index Composition - The index comprises up to 50 listed companies that meet the non-bank financial theme criteria, reflecting the overall performance of this sector within the Hong Kong Stock Connect [1]. - The top ten weighted companies in the index include China Ping An (14.86%), AIA Group (14.77%), Hong Kong Exchanges and Clearing (14.3%), China Life (8.75%), China Pacific Insurance (6.66%), and others [1]. Group 3: Industry Representation - The index exclusively represents the financial sector, with a 100% allocation to financial companies [2]. - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2].