Core Viewpoint - The logistics sector in Hong Kong is experiencing a surge in stock prices, driven by favorable government policies and market opportunities in the industry [1] Group 1: Stock Performance - ZTO Express (02057) saw a price increase of over 8%, reaching 164.500 [1] - JD Logistics (02618) rose nearly 3%, with a current price of 14.020 [1] - Seaspan Corporation (01308) increased by approximately 2%, priced at 25.900 [1] - Kerry Logistics (00636) gained over 1%, now at 8.340 [1] Group 2: Government Initiatives - The Ministry of Transport held a meeting on July 31 to analyze the transportation situation in the first half of 2025 and outline key tasks for the second half [1] - Emphasis was placed on accelerating the construction of a national comprehensive transportation network and advancing major project developments [1] - The meeting highlighted the importance of utilizing various funding support policies to serve national strategic implementations and planning significant projects [1] Group 3: Industry Opportunities - Recent favorable policies and market opportunities for the logistics industry include the promotion of new energy logistics vehicles, smart transportation development, adjustments in cross-border logistics, and subsidies for phasing out old vehicles [1]

部分港股物流股走强 中通快递涨近7% 智通财经8月1日电，截至发稿，中通快递-W(02057.HK)涨6.71%、京东物流(02618.HK)涨2.05%、嘉里 物流(00636.HK)涨1.58%。 ...

格隆汇7月31日丨中通快递-W(02057.HK)宣布，董事会将于2025年8月19日(星期二)(北京时间)举行董事 会会议，以(其中包括)批准(i)公司截至2025年6月30日止第二季度的未经审计财务业绩及其发布；及(ii) 公司截至2025年6月30日止的未经审计中期业绩及其发布。 公司将于2025年8月20日(星期三)(北京时间)于香港联交所开市前发布公司截至2025年6月30日止第二季 度及截至2025年6月30日止六个月的未经审计财务业绩。 ...

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，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致的任何損失承擔任何責任。 根據不同投票權架構，我們的股本包括A類普通股及B類普通股。對於需要股東投票的所有事 項，A類普通股持有人每股可投1票，而B類普通股持有人則每股可投10票。股東及有意投資者 務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股（每股美國存託股代表一股A 類普通股）於美國紐約證券交易所上市，代碼為ZTO。 （股份代號：2057） 董事會會議召開日期 中通快遞（開曼）有限公司（「本公司」）董事會（「董事會」）謹此宣佈，董事會將於 2025年8月19日（星期二）（北京時間）舉行董事會會議，以（其中包括）批准(i)本公 司截至2025年6月30日止第二季度的未經審計財務業績及其發佈；及(ii)本公司截 至2025年6月30日止的未經審計中期業績及其發佈。 本公司將於2025年8月20日（星期三）（北京時間）於香港聯合交易所有限公司開市 前發佈本公司截至2025年6月30日止第二季度及截至2025年6月30日止 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 100 Industrial Index, which has seen significant increases over various time frames, including a 21.24% rise in the past month and a 25.30% rise in the past three months [1] - The index is categorized based on the China Securities industry classification standards, with a base date of December 31, 2004, and a base point of 1000.0 [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with the largest sector being express delivery, accounting for 57.94% of the index [1] Group 2 - The index samples are adjusted biannually, specifically on the next trading day following the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments under special circumstances [2] - Adjustments to the index occur in response to changes in the parent index samples or significant events affecting sample companies, such as mergers or delistings [2]

| 36 | | 阿里巴巴 | 2799.92 | | | --- | --- | --- | --- | --- | | 4 | | 小米集团-W | 1763.96 | | | 5 | | 拼多多 | 1603.06 | | | | 網易 | 网易 | 825.18 | 11 | | 7 | | 东方财富 | 520.85 | II | | 8 | | 中芯国际 | 516.85 | | | --- | --- | --- | --- | --- | | 9 | | 京东 | 457.68 | | | 10 | | 快手-W | 409.34 | | | II | | 腾讯音乐 | 326.82 | | | 12 | Bal Car | 目度 | 295.44 | | | 13 | | 理想汽车 | 283.13 | | | 14 | | 贝壳 | 221.36 | | | 15 | | 同花顺 | 218.78 | | | 16 | | 小鹏汽车 | 171.87 | | | 17 | | 中通快递 | 159.79 | | | 18 | | 科大讯飞 | 157.13 | | | 19 | | 蔚来 ...

| 25 | | 金蝶国际 | 77.06 | 1 4 | | --- | --- | --- | --- | --- | | 26 | | 新东方 | 76.45 | 1 1 | | 27 | | 万国数据 | 75.02 | 11 | | 28 | | 用友网络 | 71.64 | 1 t | | 29 | | 巨人网络 | 65.55 | 1 t | | 30 | m | 美图公司 | 63.41 | 1 1 | | 31 | | 金山软件 | 62.27 | 2 t | | 32 | | 昆仑万维 | 62.24 | 2 1 | | 33 | | 中国软件 | 62.24 | -1 - | | 34 | | 好未来 | 62.22 | | | 35 | | 同程旅行 | 61.28 | 11 | | 36 | | 深信服 | 59.74 | 1 1 | | 37 | | 润和软件 | 59.69 | -2 1 | | 38 | | 恺英网络 | 56.34 | 11 | | 39 | | 拓维信息 | 55.83 | -1 | | 40 | | 柏楚电子 | 54.06 | | | 41 | 3) | ...

本文源自：智通财经网 消息面上，据国家邮政局消息，7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷 式"竞争，强化农村地区领取快件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。国信 证券认为，未来在"反内卷"和高质量发展政策指导下，快递行业的无序竞争有望实现边际好转，从而促 使监管、竞争、盈利和质量达成新的平衡，今年四季度旺季行业的价格和盈利表现仍然值得期待。 智通财经获悉，中通快递-W(02057)涨近4%，截至发稿，涨3.78%，报161.9港元，成交额1.07亿港元。 ...

中通快递-W(02057)涨近4%，截至发稿，涨3.78%，报161.9港元，成交额1.07亿港元。 消息面上，据国家邮政局消息，7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷 式"竞争，强化农村地区领取快件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。国信 证券认为，未来在"反内卷"和高质量发展政策指导下，快递行业的无序竞争有望实现边际好转，从而促 使监管、竞争、盈利和质量达成新的平衡，今年四季度旺季行业的价格和盈利表现仍然值得期待。 ...

Core Viewpoint - ZTO Express (02057) has seen a nearly 4% increase in stock price, currently trading at 161.9 HKD with a transaction volume of 107 million HKD, indicating positive market sentiment towards the company [1]. Industry Summary - The State Post Bureau held a meeting on July 29 to address issues of "involution" competition within the express delivery industry, focusing on the regulation of illegal charges in rural areas and promoting high-quality development [1]. - Guosen Securities believes that under the guidance of policies aimed at "anti-involution" and high-quality development, the chaotic competition in the express delivery industry is expected to improve marginally, leading to a new balance among regulation, competition, profitability, and quality [1]. - The price and profitability performance of the industry during the peak season in the fourth quarter of this year is still anticipated to be promising [1].