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： 深圳百果園實業（集團）股份有限公司 呈交日期： 2025年10月9日 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 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02411 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | | 已發行股 ...

智通财经APP讯，百果园集团(02411)发布公告，配售协议及其日期为2025年10月6日的补充协议(统 称"配售协议")所载所有条件已获达成，且完成已根据配售协议的条款及条件于2025年10月9日落实。 配售代理已根据配售协议的条款及条件成功向不少于六名承配人配售合共 2.795亿股配售股份，配售价 为每股配售股份1.17港元，相当于紧随完成前已发行股份数目的约18.2%及于本公告日期紧随完成后经 发行配售股份而扩大的已发行股份数目的约15.4%。 ...

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，概不就因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。 本公告僅供參考，並不構成收購、購買或認購本公司證券的邀請或要約。 本公告僅供參考，並不構成收購、購買或認購任何證券的邀請或要約，亦並非擬用作邀請提出 相關要約或邀請。本公告或其任何副本概不得直接或間接帶入美國或於美國（包括其領土及屬 地、美國任何州及哥倫比亞特區）派發。尤其是，本公告並不構成亦並非在美國或其他地方出 售證券的要約或招攬購買或認購證券的任何要約。除非已根據1933年美國證券法（經修訂）登記 或獲豁免登記，否則證券不得在美國提呈發售或出售。於美國進行的任何證券公開發售將僅以 招股章程的方式進行，該招股章程可向發行人或出售證券持有人取得，並載有發行人及其管理 層的詳細資料以及財務資料。本公司無意於美國公開發售本公告所述證券。 Shenzhen Pagoda Industrial (Group) Corporation Limited 深 圳 百 果 園 實 業（ 集 團 ）股 份 有 限 公 ...

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: 深圳百果園實業（集團）股份有限公司 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 其他類別 (請註明) | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | 非上市股份 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 85,448,554 | RMB | | | 1 RMB | | 85,448,554 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 85,448,554 | RMB | | | 1 RMB | | 85,448,554 | ...

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，概不就因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。 茲提述深圳百果園實業（集團）股份有限公司（「本公司」）日期為二零二五年九月 二十一日的公告（「該公告」），內容有關根據一般授權配售合共279,500,000股新H 股。除另有界定外，本公告所用詞彙與該公告所界定者具有相同涵義。 誠如該公告所披露，配售事項的完成須待該公告「配售事項的條件」一節所載的條 件（「先決條件」）於二零二五年九月二十六日或不遲於配售協議日期後的下一個營 業日起計十(10)個營業日（即二零二五年十月六日）（「完成日期」），或本公司與配 售代理可能書面協定且符合上市規則的有關其他時間及╱或日期獲達成後方告作 實。 由於履行先決條件需要額外時間，本公司與配售代理經公平磋商後，於二零二五 年十月六日（交易時段後）訂立配售協議補充協議，據此，訂約方同意將完成日期 延長至二零二五年十月九日或之前或本公司與配售代理可能書面協定且符合上市 規則的有關其他時間及╱或日期。 本公告僅供參考，並不構成收 ...

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，概不就因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。 本公司董事會（「董事會」）謹此宣佈，因臨時股東會統籌安排原因，本公司決定將 原定擬於二零二五年十月十七日（星期五）舉行的臨時股東會延期至本公司將予通 知的較後日期舉行。因此，原公告所載的暫停辦理股東登記手續期間，即二零二 五年十月十四日（星期二）至二零二五年十月十七日（星期五）（包括首尾兩日）將 予取消。 本公司將於釐定臨時股東會的日期及暫停辦理股東登記期間後另行刊發公告。 承董事會命 Shenzhen Pagoda Industrial (Group) Corporation Limited 深 圳 百 果 園 實 業（ 集 團 ）股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2411） 取消暫停辦理股東登記期間 茲提述深圳百果園實業（集團）股份有限公司（「本公司」）日期為二零二五年九月二 十六日有關為召開臨時股東會暫停辦理股東登記之公告（「原公告」）。除文義另有 所 ...

Investment Rating - The report assigns an "Accumulate" investment rating for the company [10] Core Views - The company is experiencing pressure on profitability due to weak demand, but initial results from store network optimization are showing promise [1] - The company aims to enhance its product mix to improve gross margins, which have decreased due to weak domestic consumption and promotional activities [7] - The company is focusing on optimizing its store network by encouraging franchisees to relocate to more profitable locations, resulting in a reduction in the number of franchise stores [8] - Future profitability is expected to improve as the store network stabilizes and the company continues to refine its product offerings [9] Summary by Sections Basic Data - Current stock price: HKD 1.79 - Total market capitalization: HKD 27.6 billion - Total shares outstanding: 1,539.3 million - 52-week price range: HKD 0.83 - 2.48 - Average daily trading volume: HKD 15.1 million [2] Financial Performance - For the first half of 2025, total revenue was HKD 4.376 billion, a decrease of 22% year-on-year - The company reported a net loss attributable to shareholders of HKD 342 million, compared to a profit of HKD 89 million in the first half of 2024 [6] Profitability and Cost Management - Gross margin decreased by 6 percentage points to 4.93% due to weak consumer demand and promotional activities - Selling and administrative expense ratios increased by 1 percentage point and 2 percentage points, respectively [7] - The net profit margin decreased by 9 percentage points to -7.82% [7] Store Network and Sales - Revenue from fruit and other food sales was HKD 4.308 billion, down 21% year-on-year - Franchise store revenue was HKD 3.077 billion, down 23% year-on-year - The number of franchise stores decreased from 6,011 at the end of the first half of 2024 to 4,375 at the end of the first half of 2025 [8] Future Earnings Forecast - The company is expected to face short-term challenges but is projected to enter a phase of high-quality development as store numbers stabilize and asset structures improve - Earnings per share (EPS) forecasts for 2025-2027 are -0.21, 0.03, and 0.19 respectively [9] - The current price-to-earnings (P/E) ratios are projected to be -8, 57, and 9 for the respective years [10]

Investment Dynamics - China Resources Holdings' subsidiary Huachuang Xinxin plans to reduce its stake in Shanxi Fenjiu by up to 16.20 million shares, representing a maximum of 1.33% of the company's total share capital. The company currently holds 10.50% of Shanxi Fenjiu [3] - Huachuang Xinxin has previously reduced its holdings, with a total of 6.30 million shares sold between December 2024 and February 2025. The parent company, China Resources, maintains confidence in Shanxi Fenjiu's future despite the reduction [3] Brand Dynamics - LVMH's beauty incubator Kendo has sold its vegan makeup brand KVD Beauty to private equity fund Windsong Global, marking Kendo's first brand sale. KVD will join the multi-brand beauty platform Belle Brands [11] - Netflix has signed a global co-marketing agreement with Anheuser-Busch, focusing on promotional activities for shows like "The Gentlemen" and "Culinary Class Wars," featuring Budweiser and other brands during major events [14] - McDonald's is launching a Mid-Autumn Festival campaign in collaboration with the game "Black Myth: Wukong," featuring themed products and events across over 7,100 restaurants [17] - Lanzhou Beef Noodle has entered a strategic partnership with Coca-Cola to promote cultural heritage and develop co-branded products through various marketing channels [20] - The tea brand "Bawang Chaji" is opening new stores in Hong Kong, expanding its market presence since entering in 2024 [23] - Alibaba's Amap has waived the annual entry fee for all restaurant merchants and is providing various support services to enhance business opportunities [26] - IKEA's parent company Inter IKEA Group announced a CEO transition, with Jakub Jankowski set to take over in January 2026, aiming to drive international manufacturing and digitalization [28]

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，概不就因本公告全部或任何部分內容而產生或因依 賴該等內容而引致的任何損失承擔任何責任。 Shenzhen Pagoda Industrial (Group) Corporation Limited 深 圳 百 果 園 實 業（ 集 團 ）股 份 有 限 公 司 本公告乃深圳百果園實業（集團）股份有限公司（「本公司」）根據香港聯合交易所有 限公司證券上市規則第13.66(1)條作出。 本公司董事（「董事」）會（「董事會」）欣然宣佈，本公司擬於二零二五年十月十七 日（星期五）召開臨時股東會（「臨時股東會」）。 為釐定本公司股東（「股東」）出席臨時股東會並於會上投票的資格，本公司將於二 零二五年十月十四日（星期二）起至二零二五年十月十七日（星期五）止期間（包括 首尾兩日）暫停辦理股東登記，該期間不辦理任何本公司股份過戶登記手續。於 二零二五年十月十七日（星期五）名列本公司股東名冊的股東將有權出席臨時股東 會並可於會上投票。股東為符合資格出席臨時股東會並於會上投票，所有過戶文 件連同有關股票及其他 ...

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - The company with the largest increase in holdings is 大眾公用 (01635), which saw an increase of 9.54%, bringing its total holding to 44.50% [2]. - 恆生中国企业 (02828) experienced a 4.80% increase, resulting in a holding of 7.82% [2]. - 山高控股 (00412) had a 1.79% increase, with a current holding of 11.35% [2]. - Other notable increases include 盈富基金 (02800) and 赤峰黄金 (06693), both with a 1.64% increase [2]. Group 2: Companies with Decreased Holdings - 南方恆生科技 (03033) saw the largest decrease in holdings, down by 1.29% to 59.21% [2]. - 龙蟠科技 (02465) decreased by 1.08%, now holding 47.46% [2]. - 亿华通 (02402) experienced a 1.03% decrease, bringing its holding to 22.44% [2]. - Other companies with notable decreases include 天立国际控股 (01773) and 海昌海洋公园 (02255), with decreases of 0.73% and 0.68%, respectively [2]. Group 3: Five-Day Changes in Holdings - Over the last five trading days, 亿华通 (02402) had the highest increase at 13.01%, with a current holding of 22.44% [3]. - 大眾公用 (01635) increased by 11.51%, now at 44.50% [3]. - 山高控股 (00412) saw a 9.91% increase, holding 11.35% [3]. - Conversely, 山东墨龙 (00568) had the largest decrease at -4.88%, now holding 52.35% [3]. Group 4: Twenty-Day Changes in Holdings - In the last twenty days, 长飞光纤光缆 (06869) had the highest increase at 14.20%, with a holding of 69.08% [4]. - 中远海能 (01138) increased by 13.80%, now at 70.23% [4]. - 亿华通 (02402) also saw a significant increase of 13.26% [4]. - On the decrease side, 宜搜科技 (02550) had the largest drop at -13.57%, now holding 34.65% [4].