2月5日，中通快递-W拟溢价约37.5%发行15亿美元票据。花旗指出，由于截至2025年9月尚余7亿美元股 份回购额度，公司可能于近期业绩发布时重启回购计划。该行认为，低利率和合理溢价可完全抵销潜在 稀释影响，对发行可换股票据看法轻微正面。此外，中通快递公布2025年初步业绩，包裹量增长 13.3%，符合该行预期，营收区间为485-500亿元人民币，毛利介乎121.5-125.5亿元人民币，两者中位均 大致符合该行和市场预期。 消息面上，2月4日，中通快递-W发布公告，本公司估计：2025年，其收入总额介于人民币485亿元至人 民币500亿元，较2024年的人民币442.807亿元增长约9.5%至12.9%；及2025年，其毛利介于人民币121.5 亿元至人民币125.5亿元，较2024年的人民币137.17亿元减少约8.5%至11.4%。收入总额的估计增长主要 受包裹量由2024年的340.1亿件增加至2025年的385.2亿件(同比增长13.3%)所带动。 中通快递-W(02057)涨近3%，截至发稿，涨2.74%，报184港元，成交额3.21亿港元。 ...

智通财经APP获悉，中通快递-W(02057)涨近3%，截至发稿，涨2.74%，报184港元，成交额3.21亿港 元。 2月5日，中通快递-W拟溢价约37.5%发行15亿美元票据。花旗指出，由于截至2025年9月尚余7亿美元股 份回购额度，公司可能于近期业绩发布时重启回购计划。该行认为，低利率和合理溢价可完全抵销潜在 稀释影响，对发行可换股票据看法轻微正面。此外，中通快递公布2025年初步业绩，包裹量增长 13.3%，符合该行预期，营收区间为485-500亿元人民币，毛利介乎121.5-125.5亿元人民币，两者中位均 大致符合该行和市场预期。 消息面上，2月4日，中通快递-W发布公告，本公司估计：2025年，其收入总额介于人民币485亿元至人 民币500亿元，较2024年的人民币442.807亿元增长约9.5%至12.9%；及2025年，其毛利介于人民币121.5 亿元至人民币125.5亿元，较2024年的人民币137.17亿元减少约8.5%至11.4%。收入总额的估计增长主要 受包裹量由2024年的340.1亿件增加至2025年的385.2亿件(同比增长13.3%)所带动。 ...

Market Performance - The Hang Seng Index (HSI) rose by 12 points or 0.05%, closing at 26,847 points after fluctuating between a low of 26,593 points and a high of 27,004 points during the day[1] - The Shanghai Composite Index increased by 34 points or 0.9%, closing at 4,102 points with a total turnover of 1.06 trillion yuan[1] - The Nasdaq fell by 350 points or 1.5%, closing at 22,904 points, while the S&P 500 dropped by 35 points or 0.5% to 6,882 points[2] Economic Indicators - The People's Bank of China conducted a 75 billion yuan reverse repurchase operation at a steady rate of 1.4%, with a net withdrawal of 302.5 billion yuan for the day[1] - The ISM data indicated that the US services PMI remained at 53.8, above the expected 53.5, signaling continued strong expansion in the services sector[2] Company Performance - Yum China (09987.HK) reported total revenue of $11.797 billion for 2025, a year-on-year increase of 4%, with a net profit of $929 million, up 2%[3] - Innovent Biologics (01801.HK) achieved total product revenue of approximately 11.9 billion yuan for 2025, marking a 45% year-on-year growth[3] - ZTO Express (02057.HK) forecasted total revenue for 2025 to be between 48.5 billion and 50 billion yuan, representing a growth of approximately 9.5% to 12.9% compared to 2024[4]

Group 1 - Novo Nordisk's semaglutide sales reached 250.84 billion yuan in 2025, with a year-on-year growth of over 10% [5] - The sales breakdown includes 127.09 billion Danish kroner for Ozempic, 79.11 billion for Wegovy, and 22.09 billion for oral semaglutide [5] - In China, the total sales for all three semaglutide products amounted to 6.81 billion Danish kroner (approximately 7.49 billion yuan) [5] Group 2 - The Hong Kong High Court rejected Xu Jiayin's appeal regarding the appointment of a receiver and ordered him to pay 1.2 million HKD in legal fees by February 20 [6] - The National Healthcare Security Administration is conducting collective interviews with mental health insurance institutions to strengthen management and combat misuse of insurance funds [6][7] Group 3 - Panasonic's CFO announced potential layoffs could expand to 12,000 employees, following a previous plan to cut 10,000 jobs globally [8] - Multiple small and medium-sized banks have announced increases in deposit rates ahead of the Spring Festival, while some banks have opted to lower rates [8] Group 4 - Walmart's market capitalization surpassed 1 trillion USD, with a stock price increase of over 24% in the past year [10] - PayPal announced that Enrique Lores will take over as CEO on March 1, aiming to enhance execution efficiency and advance strategic initiatives [11] Group 5 - AMD reported a fourth-quarter net profit of 2.52 billion USD, with a year-on-year growth of 42% and revenue of 10.27 billion USD, exceeding market expectations [23] - Alphabet's fourth-quarter net profit was 34.455 billion USD, a 29.8% increase year-on-year, with total revenue of 113.83 billion USD [21]

Group 1 - The company, ZTO Express (02057), announced a bond issuance of $1.5 billion at a purchase price of 98.9% of the principal amount, with the initial buyers agreeing to purchase the bonds under certain conditions [1] - The initial conversion price is approximately $30.9473 per share, representing a premium of about 37.5% over the closing price of $22.51 per American Depositary Share on the NYSE on February 3, 2026 [2] - The estimated net proceeds from the bond issuance are approximately $1.404 billion, with the bonds convertible into about 4.84695 million shares, leading to a net price per share of approximately $28.9692 [2] Group 2 - Concurrently with the bond pricing, the company agreed to repurchase approximately 18.2544 million Class A ordinary shares, representing about 2.29% of the total shares outstanding as of February 3, 2026, and about 37.66% of the convertible shares [3]

Group 1 - The company, ZTO Express, announced the issuance of $1.5 billion in notes, with an initial purchase price of 98.9% of the principal amount [1] - The initial conversion price is approximately $30.9473 per share, representing a premium of about 37.5% over the closing price of $22.51 per American Depositary Share on February 3, 2026 [1] - The estimated net proceeds from the issuance are approximately $1.4041 billion, with the potential to issue 4.84695 million shares based on the initial conversion rate [1] Group 2 - The company has entered into capped call transactions with initial buyers, with the premium for these options amounting to approximately $76.95 million, which is about 5.1% of the total principal amount of the notes [2] - Concurrently, the company agreed to repurchase approximately 18.2544 million Class A ordinary shares, representing about 2.29% of the shares outstanding as of February 3, 2026, and about 37.66% of the conversion shares [2]

格隆汇2月5日丨中通快递-W(02057.HK)发布公告，2026年2月4日耗资32.69亿港元回购1825.44万股，回 购价格每股179.1港元。 ...

中通快递-W(02057)发布公告，于2026年2月4日斥资32.69亿港元回购1825.44万股。 ...

智通财经APP讯，中通快递-W(02057)发布公告，于2026年2月4日斥资32.69亿港元回购1825.44万股。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中通快遞（開曼）有限公司（於開曼群島註冊成立以不同投票權控制的有限責任公司 呈交日期： 2026年2月5日 備註： 1）上述 "已發行股份（不包括庫存股份）變動佔有關事件前的現有已發行股份（不包括庫存股份）數目百分比"一欄中的百分比是根據公司已發行股份總數795,528,169股 （包括 589,428,169股A類普通股和206,100,000股B類普通股）計算得出。 2）本公司於2026年2月4日就發售可換股優先票據進行了同步股份購回。有關詳情請參考本公司2026年2月4日的公告。 第 2 頁 共 7 頁 v 1.3.0 FF305 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | -- ...