贝壳-W(02423)公布，2025年7月30日耗资约400万美元回购约64.39万股股份。 ...

智通财经APP讯，贝壳-W(02423)公布，2025年7月30日耗资约400万美元回购约64.39万股股份。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年7月31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 | 不同投票權架構公司普通股 | 股份類別 A | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 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 | 已發行股份（不包括庫存股份）數 目 | 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 (註3) | | 庫存股份數目 | 每股發行/ ...

| 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 ...

格隆汇7月30日丨贝壳-W(02423.HK)发布公告，2025年7月29日耗资400万美元回购63万股。 ...

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： 貝殼控股有限公司 呈交日期： 2025年7月30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 | 不同投票權架構公司普通股 | 股份類別 A | | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 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 | 已發行股份（不包括庫存股份）數 目 | ...

| 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) | ...

Group 1 - Heartway Medical-B (06609.HK) expects a net profit of no less than RMB 40 million for the six months ending June 30, 2025, a significant turnaround from a net loss of approximately RMB 5.1 million for the corresponding period ending June 30, 2024 [1] - The anticipated profit and performance improvement are primarily due to business growth, leading to increased revenue and a decrease in overall expenditure ratio compared to the corresponding period [1] Group 2 - Baoshan International (03813.HK) expects a mid-term net profit of approximately RMB 187.6 million, a year-on-year decrease of 44.1% [2] - Baio Family Interaction (02100.HK) anticipates a mid-term profit increase of approximately 134.9% to 141.6% [2] - Skyworth Group (00751.HK) warns of an expected mid-term post-tax profit decline of about 50% year-on-year [2] Group 3 - China CNR Corporation (01766.HK) recently signed a significant contract worth approximately RMB 32.92 billion [2] - China Power (02380.HK) reported a total electricity sales volume of 11.299 million megawatt-hours in June, a year-on-year decrease of 5.04% [2]

Group 1 - The core index of the China Trading Service Real Estate Index (CESCPD) experienced a slight decline of 0.01%, closing at 1417.95 points with a trading volume of 2.491 billion [1] - Over the past month, the CESCPD index has increased by 8.47%, by 9.17% over the last three months, and has risen 16.00% year-to-date [1] - The CESCPD index tracks the overall performance of publicly listed companies in the mainland real estate development, services, management, and park industries within the Hong Kong Stock Connect [1] Group 2 - The top ten weighted stocks in the CESCPD index include China Resources Land (10.41%), China Overseas Development (9.49%), Beike-W (8.86%), Longfor Group (8.68%), China Resources Mixc Lifestyle (7.62%), Country Garden Services (4.86%), Sunac China (4.67%), China Jinmao (4.12%), Wanwu Cloud (3.99%), and Poly Property (3.65%) [1] - The CESCPD index is fully composed of stocks listed on the Hong Kong Stock Exchange, with a 100% allocation [1] - The index's holdings are entirely focused on the real estate sector, with a 100% allocation to this industry [1]

Investment Rating - Investment rating: Positive (maintained) [4] Core Viewpoints - The report emphasizes that since September 2024, the central government's clear requirement has been to "stabilize the real estate market and stock market," indicating that the stabilization of the real estate market is crucial for boosting social expectations and facilitating domestic demand circulation [5][48] - The report suggests that high-quality residential properties may experience a development wave due to policy guidance and changes in supply-demand structure [5] Market Performance - The Shanghai Composite Index rose by 1.7%, the Shenzhen Component Index by 2.3%, the ChiNext Index by 2.8%, and the CSI 300 Index by 1.7%, while the real estate sector (Shenwan) increased by 4.1% [5][8] - The top five stocks in terms of price increase were *ST Nan Zhi (+15.4%), Hainan Airport (+14.5%), Zhangjiang Hi-Tech (+12.4%), Tibet City Investment (+11.8%), and Dayuecheng (+10.6%) [5] Data Tracking New Housing Transactions - For the week of July 19-25, new housing transactions in 42 key cities totaled 1.69 million square meters, a week-on-week increase of 19.4% [15] - In July (up to the week of July 25), new housing transactions in 42 key cities totaled 5.77 million square meters, a month-on-month decrease of 28.4% and a year-on-year decrease of 17.9% [19] Second-Hand Housing Transactions - For the week of July 19-25, second-hand housing transactions in 21 key cities totaled 1.95 million square meters, a week-on-week increase of 1.8% [31] - In July (up to the week of July 25), second-hand housing transactions in 21 key cities totaled 6.96 million square meters, a month-on-month decrease of 3.9% and a year-on-year decrease of 5.5% [35] Industry News - The State Council announced the "Housing Rental Regulations," marking a new phase of legalization and standardization in the housing rental market [48] - The People's Bank of China reported a year-on-year increase of 0.3% in real estate development loans, indicating a recovery in growth [48] - The Ministry of Finance reported that the revenue from state-owned land transfers in the first half of 2025 was 1.43 trillion yuan, a year-on-year decrease of 6.5% [48] Company Announcements - China Merchants Shekou issued the first phase of corporate bonds worth 800 million yuan with an interest rate of 1.70% for a term of 3 years [51] - China Jinmao issued the first phase of unsecured medium-term notes worth 2 billion yuan with an interest rate of 2.30% for a term of 3 years [51] - Binhai Group acquired the land use rights for a state-owned construction site in Hangzhou, covering an area of 36,496 square meters with a total price of 1.53 billion yuan [51]