FF301 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 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 美高梅中國控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 | 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) | 02282 | 說明 | 普通股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 1 HKD | | 10,000,000,0 ...

智通财经APP讯，美高梅中国(02282)发布公告，该公司于2025年10月3日注销1321.44万股已回购股份。 ...

公司名稱： 美高梅中國控股有限公司(於開曼群島註冊成立的有限公司) 呈交日期： 2025年10月3日 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) 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 。 表格類別： 股票 狀態： 新提交 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 02282 | | 說明 | 普通股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | ...

Group 1 - The core point of the news is that Macau's gaming stocks have collectively declined, with specific companies experiencing notable drops in their stock prices [1] - As of the report, Melco International Development fell by 5.1% to HKD 5.77, Wynn Macau dropped by 2.68% to HKD 6.9, MGM China decreased by 2.22% to HKD 16.31, and Galaxy Entertainment fell by 2.05% to HKD 42.04 [1] - The Macau Gaming Inspection and Coordination Bureau reported that the gross gaming revenue (GGR) for September was MOP 18.289 billion, reflecting a year-on-year increase of 6% [1] Group 2 - For the first nine months of the year, Macau's total gross gaming revenue reached MOP 181.341 billion, which is a year-on-year increase of 7.1% [1] - Morgan Stanley's report indicated that the total gaming revenue for September was MOP 18.3 billion, which was below both market expectations and the bank's forecast of 9% growth, primarily due to a 33-hour casino shutdown caused by a typhoon [1] - The third quarter's total gaming revenue was MOP 62.6 billion, showing a year-on-year growth of 12.5% and a quarter-on-quarter increase of 2.4% [1] Group 3 - Citigroup noted that the September gaming revenue of MOP 18.289 billion corresponds to an average daily revenue of MOP 610 million, reaching 83% of the levels seen in the same period of 2019 [2] - The reported figure was slightly below Citigroup's expectation of MOP 18.5 billion and 3% lower than the market consensus of MOP 18.8 billion [2] - Looking ahead to October, Citigroup forecasts total gaming revenue to reach MOP 23 billion, representing an 11% year-on-year increase, with an average daily revenue of MOP 742 million [2]

花旗指出，澳门9月博彩总收入同比增长6%至182.89亿澳门元，相当于每日平均收入6.1亿澳门元，达 2019年同期水平的83%。数字大致符合该行预期的185亿澳门元，但较市场共识的188亿澳门元低3%。 展望10月，花旗预计博彩总收入将达230亿澳门元，同比增长11%，相当于每日平均收入7.42亿澳门 元。当中，国庆黄金周8天期间的每日收入料达10.5亿澳门元，与今年五一黄金周水平相若；10月9日至 12日期间料达每日8亿澳门元，其余时间则为每日6.33亿澳门元。 智通财经APP获悉，博彩股集体走软，截至发稿，新濠国际发展(00200)跌5.1%，报5.77港元；永利澳门 (01128)跌2.68%，报6.9港元；美高梅中国(02282)跌2.22%，报16.31港元；银河娱乐(00027)跌2.05%，报 42.04港元。 消息面上，10月1日，澳门博彩监察协调局公布，9月份澳门幸运博彩毛收入为182.89亿澳门元，同比增 长6%。今年前9个月澳门博彩毛收入累计达1813.41亿澳门元，同比升7.1%。大摩发布研报称，澳门9月 博彩总收入为183亿澳门元(下同)，同比增长6%，逊于市场及该行预期的9%，主 ...

Group 1 - Morgan Stanley has issued "overweight" ratings for Sands China (01928), MGM China (02282), and Wynn Macau (01128), with target prices set at HKD 21, HKD 18, and HKD 7.8 respectively [1] - Despite facing cost pressures, the Macau gaming industry is expected to see a year-on-year EBITDA growth of over 10% in Q3 [1] - In September, Macau's total gaming revenue reached MOP 18.3 billion, reflecting a 6% year-on-year increase, which fell short of market expectations of 9% due to a 33-hour casino shutdown caused by a typhoon [1] Group 2 - The total gaming revenue for Macau in Q3 amounted to MOP 62.6 billion, representing a year-on-year growth of 12.5% and a quarter-on-quarter increase of 2.4% [1] - The strong quarterly performance is anticipated to support the profit margins of gaming companies and lead to upward revisions in earnings forecasts [1] - For October, Macau's gaming revenue is projected to grow by 8% year-on-year, driven by strong demand during the National Day Golden Week, although it faces a high comparison base [1]

Market Performance - The Hong Kong stock market experienced a significant rise, with the Hang Seng Index closing up 1.89% at 26,622.88 points and a total trading volume of HKD 309.1 billion [1] - The Hang Seng Tech Index increased by 2.08%, closing at 6,324.25 points, while the Hang Seng China Enterprises Index rose by 1.62% to 9,454.12 points [1] Blue-Chip Stocks - Alibaba (09988) saw a notable increase of 4.14%, closing at HKD 173.4, contributing 104.49 points to the Hang Seng Index [2] - Morgan Stanley raised its forecast for Alibaba's capital expenditure for FY2026-2028 from RMB 100-108 billion to RMB 130-135 billion, citing growth in Alibaba Cloud [2] - Other blue-chip stocks like New Oriental (09901) and Zijin Mining (02899) also performed well, with increases of 7.86% and 5.86% respectively [2] Sector Performance - Large technology stocks generally rose, with Kuaishou and Alibaba both up over 4%, while Xiaomi saw a decline of 2.01% [3] - The financial sector showed strong performance, with Huatai Securities (06886) up 12.55% and other major brokerages also experiencing significant gains [3] - The metals sector performed well, with stocks like Zhaojin Mining (01818) and Ganfeng Lithium (01772) rising by 6.68% and 6.55% respectively [4][5] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to boost credit and investment in the financial sector [4] - The A-share margin trading balance reached a historical high, indicating increased trading activity and potential for growth in brokerage earnings [4] Emerging Trends - The demand for energy storage is strong, with leading battery companies operating at full capacity and orders extending into next year [7] - The new energy storage installation target for 2027 is set at 180 million kilowatts, which is expected to drive an investment of approximately RMB 250 billion [7] - The gaming and tourism sectors are anticipated to benefit from the upcoming National Day holiday, with hotel occupancy rates nearing 90% [8] Notable Stock Movements - Ubiquitous Robotics (09880) reported a significant contract worth RMB 30 million for its humanoid robots, indicating strong demand in the robotics sector [6] - Lai Kai Pharmaceutical (02105) saw an increase of 11.16% after positive results from its obesity treatment trials [10] - Xiaomi (01810) faced a decline of 2.01% due to a downward revision in expected shipments for its 17 series smartphones [11]

Group 1 - The core viewpoint of the article highlights a positive outlook for Macau's gaming stocks, driven by an expected increase in tourist arrivals during the upcoming National Day holiday, with daily visitor numbers projected to reach 150,000 [1] - The Macau tourism director expressed optimism regarding hotel occupancy rates during the holiday period, indicating a favorable environment for the gaming industry [1] - Analysts emphasize that the volume of tourists is a critical driver for Macau's gaming sector, predicting that the anticipated daily visitor flow will significantly boost casino traffic and revenue, particularly from mass market gaming [1] Group 2 - Key gaming stocks such as Wynn Macau, Melco International Development, and Sands China have shown notable price increases, with Wynn Macau rising by 4.6% and Sands China by 3.58% [1] - The article suggests focusing on leading companies with balanced business layouts and strong non-gaming capabilities, such as Sands China, Galaxy Entertainment, and Melco International Development, for potential investment opportunities [1] - There is a cautionary note regarding the need to monitor the sustainability of consumer recovery and changes in the competitive landscape of the industry in the medium to long term [1]

Summary of Key Points Core Viewpoint - On September 26, 32 Hong Kong-listed companies conducted share buybacks, totaling 18.93 million shares and an aggregate amount of HKD 787 million [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 850,000 shares for HKD 550 million, with a highest price of HKD 652.50 and a lowest price of HKD 640.00, bringing its total buyback amount for the year to HKD 56.56 billion [1][2]. - Anta Sports repurchased 1.09 million shares for HKD 99.87 million, with a highest price of HKD 92.55 and a lowest price of HKD 90.20, totaling HKD 1.48 billion in buybacks for the year [1][2]. - Hang Seng Bank repurchased 200,000 shares for HKD 23.32 million, with a highest price of HKD 122.80 and a lowest price of HKD 113.60, accumulating HKD 933.51 million in buybacks for the year [1][2]. Group 2: Buyback Volume Leaders - China Petroleum & Chemical Corporation led in buyback volume with 4.53 million shares repurchased on the same day [1][2]. - Other notable companies in terms of buyback volume included Linklogis Technology and Sihuan Pharmaceutical, with 2.23 million and 1.50 million shares repurchased, respectively [1][2]. Group 3: Additional Buyback Information - The buyback activity on September 26 highlighted a significant trend among Hong Kong-listed companies, with Tencent and Anta leading in terms of monetary value [1][2]. - Medical technology company Yidu Tech was noted for its first buyback of the year, indicating a potential shift in its financial strategy [2].

自9月25日以来公司已连续2日进行回购，合计回购200.00万股，累计回购金额3171.48万港元。 其间该 股累计上涨1.21%。 今年以来该股累计进行29次回购，合计回购2721.66万股，累计回购金额4.25亿港元。（数据宝） 美高梅中国回购明细 证券时报·数据宝统计，美高梅中国在港交所公告显示，9月26日以每股15.830港元至16.120港元的价格 回购100.00万股，回购金额达1596.49万港元。该股当日收盘价15.880港元，上涨0.89%，全天成交额 9394.73万港元。 | 2025.08.28 | 100.00 | 16.160 | 15.820 | 1595.33 | | --- | --- | --- | --- | --- | | 2025.08.27 | 100.00 | 16.130 | 15.920 | 1601.80 | | 2025.08.26 | 100.00 | 16.290 | 15.950 | 1613.91 | | 2025.08.14 | 100.00 | 16.250 | 16.100 | 1618.07 | | 2025.08.13 | 100.00 ...