图为商品期货资金流入前十名（亿元） 图为商品期货资金流出前十名（亿元） 单品种看，昨日资金主要流入的商品期货（主连合约）品种有黄金、玻璃、纯碱、铜和镍，分别流入2.26 亿元、1.90 亿元、 1.52 亿元、1.10 亿元和0.53 亿元；主要流出的品种有螺纹钢、白银、热轧卷板、碳酸锂和铁矿石，分别流出6.29亿元、5.31 亿元、4.37亿元、3.97亿元和3.48亿元。从主力合约看，金融板块呈流入状态，农产品、黑色、化工和有色金属板块呈流出 状态。 整体看，昨日商品期货（主连合约）资金呈大幅流出状态，农产品、黑色和有色金属板块流出较多，重点关注流出较多的螺 纹钢、白银、碳酸锂、焦煤和豆油，同时关注逆势流入的黄金、铜、镍和玉米。化工板块中幅流出，重点关注流出较多的橡 胶和PTA，同时关注逆势流入的玻璃和LPG。金融板块重点关注2年期国债期货和沪深300股指期货。（徽商期货 方正） 图为商品期货主连合约资金流向（亿元） 图为板块资金流入额（亿元） 图为金融期货主连合约资金流向（亿元） ...

Performance Summary - Ningde Times (03750.HK) reported a revenue of 178.886 billion yuan for the first half of the year, an increase of 7.27% year-on-year, with a net profit of 30.512 billion yuan, up 33.02% year-on-year [2] - Hisense Home Appliances (00921.HK) achieved a total operating revenue of 49.34 billion yuan, a year-on-year increase of 1.44%, and a net profit of 2.077 billion yuan, up 3.01% year-on-year [2] - New Oriental-S (09901.HK) recorded a net revenue of 4.9 billion USD for the fiscal year 2025, a year-on-year increase of 13.6%, with a net profit of 372 million USD, up 20.1% year-on-year [2] - Weisheng Holdings (03393.HK) reported an operating income of 1.368 billion yuan, a year-on-year increase of 11.88%, and a net profit of 305 million yuan, up 12.24% year-on-year [2] - Yingda Real Estate (00432.HK) had a total revenue of 736 million HKD, a year-on-year growth of 35%, but reported a net loss of approximately 249 million HKD, an increase of 62.75% year-on-year [2] - Saint Bella (02508.HK) announced a profit alert, expecting a net profit of over 320 million yuan, turning from loss to profit year-on-year [2] - Aoneng Construction (01183.HK) issued a profit alert, expecting a net profit increase of over 125% to no less than 18 million MOP year-on-year [2] - Da Cheng Corn Group (03889.HK) issued a profit warning, expecting a net loss of approximately 65 to 85 million HKD, turning from profit to loss year-on-year [2] Company News - Sinopec Oilfield Services (01033.HK) announced that its subsidiary won a natural gas pipeline engineering project with a bid amount of 3.597 billion yuan, accounting for 4.44% of the 2024 revenue [2] - CSPC Pharmaceutical Group (01093.HK) signed an exclusive licensing agreement with MADRIGAL for SYH2086, with potential total payments of up to 2.075 billion USD [2] - China Biopharmaceutical (01177.HK) reported successful external licensing cooperation for LM-299, with a milestone payment of 300 million USD expected to be received soon [2] - Chunquan Industrial Trust (01426.HK) reported an average rental rate of approximately 86% for Huamao Property in the second quarter [2] - Sihuan Pharmaceutical (00460.HK) completed the first patient enrollment in a Phase III clinical trial for the new indication of the innovative drug Annelazole Sodium for gastroesophageal reflux disease [2] - Zhaoke Ophthalmology-B (06622.HK) received orphan drug designation from the FDA for Mephalan for the treatment of retinoblastoma in children [2] - Yunnan Construction Investment Concrete (01847.HK) continues to sign concrete supply contracts for the expansion project of Kunming Changshui International Airport, with a contract amount of approximately 283 million yuan [2] Buyback and Increase Dynamics - Vitasoy International (00345.HK) repurchased 2.122 million shares for approximately 19.6 million HKD at a price range of 9.2 to 9.26 HKD [2] - China Eastern Airlines (00670.HK) spent approximately 7.2536 million HKD to repurchase 2.5 million shares at a price range of 2.89 to 2.92 HKD [2]

Core Viewpoint - The company anticipates achieving significant revenue growth and profitability in the upcoming financial period, marking a turnaround from previous losses [1] Financial Performance - The group expects to generate revenue of no less than RMB 448 million in the first half of 2025, representing a year-on-year increase of no less than 25% [1] - The revenue from the entrusted management of maternity centers is projected to be no less than RMB 72 million, which is an increase of no less than 156% compared to the same period in 2024 [1] - The combined revenue of the group and the entrusted management of maternity centers is expected to be no less than RMB 520 million, reflecting a year-on-year growth of no less than 35% [1] Profitability - The group is projected to achieve overall profitability at the financial statement level for the first time, with a net profit expected to be no less than RMB 320 million, a significant recovery from a net loss of RMB 480 million in 2024 [1]

圣贝拉(02508)公布，该集团预期于2025年上半年取得收入不低于人民币4.48亿元，同比增长将不低于 25%;该集团受托管理的月子中心收入将不低于人民币7200万元(并不构成集团收入)，较2024年同期增长 将不低于156%;及报告期的集团收入及集团受託管理的月子中心收入合计将不低于人民币5.2亿元，较 2024年同期增长将不低于35%。该集团首次实现财务报表层面整体盈利，预期报告期的净利润将不低于 人民币3.2亿元，而2024年同期取得净亏损人民币4.8亿元。 此外，预期报告期的经调整净利润(不考虑向投资者发行的金融工具公允价值变动、以股份为基础的付 款开支及上市开支影响)将不低于人民币3800万元，较2024年同期增长将不低于122%。 ...

Group 1 - The company expects to achieve revenue of no less than RMB 448 million in the first half of 2025, representing a year-on-year growth of no less than 25% [1] - The revenue from the entrusted management of maternity centers is expected to be no less than RMB 72 million, which is an increase of no less than 156% compared to the same period in 2024 [1] - The total revenue, including both the company's revenue and the entrusted management of maternity centers, is projected to be no less than RMB 520 million, reflecting a year-on-year growth of no less than 35% compared to 2024 [1] Group 2 - The company anticipates achieving overall profitability at the financial statement level for the first time, with a projected net profit of no less than RMB 320 million, compared to a net loss of RMB 480 million in 2024 [1] - The adjusted net profit, excluding the impact of fair value changes of financial instruments issued to investors, share-based payment expenses, and listing expenses, is expected to be no less than RMB 38 million, representing a year-on-year increase of no less than 122% compared to 2024 [1]

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之內容概不負責，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之任何損失承擔任何責任。 SAINT BELLA Inc. 聖貝拉有限公司 （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：2508） 正面盈利預告 本公告乃由聖貝拉有限公司（「本公司」，連同其附屬公司，統稱「本集團」）根據 香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09條及《證券及期貨 條例》（香港法例第571章）第XIVA部的內幕消息條文（定義見上市規則）作出。 本公司董事會（「董事會」）欣然知會本公司股東（「股東」）及潛在投資者，基於 對本集團截至二零二五年六月三十日止半年度（「報告期」）未經審核綜合管理 賬目的初步審閱及現時可得資料，本集團預期將錄得以下業績： – 1 – (i) 報告期的本集團收入將不低於人民幣448百萬元，較二零二四年同期增 長將不低於25%；報告期的本集團受託管理的月子中心收入將不低於人 民幣72百萬元（並不構成本集團收入），較二零二四年同期增長將不低於 1 ...

国家育儿补贴政策出台，母婴概念股迎来爆发式增长。 政策利好下，市场机构纷纷上调对母婴行业的发展预期。 7月28日，中共中央办公厅、国务院办公厅近日印发的《育儿补贴制度实施方案》明确，从2025年1月1 日起，对符合法律法规规定生育的3周岁以下婴幼儿发放补贴，至其年满3周岁。育儿补贴按年发放，现 阶段国家基础标准为每孩每年3600元。这一重大利好消息立即在资本市场引发强烈反响。 7月29日,港股、A股开盘后，母婴概念股集体爆发，形成了一道亮丽的"红色风景线"。其中，A股贝因 美（002570.SZ）、爱婴室（603214.SH）等个股强势涨停，孩子王（301078.SZ）、骑士乳业 (832786.BJ)等涨幅超过10%。港股婴童概念股亦多数高开，锦欣生殖 (01951) 涨 8.93%；H&H 国际控股 (01112) 涨 7.33%；中国飞鹤 (06186) 涨 5.12%；圣贝拉 (02508) 涨 3.13%，报 7.9 港元。简言之，母婴板 块成为当日市场最耀眼的明星板块。 | 一元县大 | 34.93 +21.07% +38.94% | | --- | --- | | 837344 | | | 领涨 ...

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： 聖貝拉有限公司 呈交日期： 2025年7月28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 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 02508 | 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 ...

Group 1 - The core viewpoint of the articles highlights Saint Bella's strategic positioning in the maternal and childcare market, aiming to build a comprehensive service ecosystem covering pre-pregnancy, post-pregnancy, childcare, and elderly care [1][2] - Saint Bella's revenue is projected to grow from 472 million yuan in 2022 to 799 million yuan in 2024, with a compound annual growth rate (CAGR) of 30%, and adjusted net profit is expected to turn from a loss in 2022 to a profit of 208 million yuan in 2023, increasing to 423 million yuan in 2024, representing a year-on-year growth of 103.4% [1][2] - The company's postpartum care services are the core pillar of its ecosystem, with revenue from maternity centers expected to account for 85% of total revenue in 2024 [1] Group 2 - Saint Bella adopts a light-asset high-end cooperation model by establishing maternity centers within existing luxury hotels, which helps reduce initial investment costs and leverage hotel brand equity to attract high-net-worth clients [1] - The company plans to go public in July 2025 at a price of 6.58 HKD per share, with IPO funds aimed at developing AI and new retail, as well as expanding SaaS services [2] - The forecasted revenue for Saint Bella from 2025 to 2027 is expected to be 1.1 billion, 1.48 billion, and 1.96 billion yuan, with corresponding net profits of 94 million, 200 million, and 319 million yuan, indicating a strong growth trajectory [2]

Investment Rating - The report assigns a "Buy" investment rating for the company, marking its first coverage [4][8]. Core Insights - The company, Saint Bella, is positioned in the female-focused market, aiming to create a comprehensive service ecosystem covering "pre-pregnancy, post-pregnancy, childcare, and elderly care" [4]. - Revenue is projected to grow from 472 million yuan in 2022 to 799 million yuan in 2024, with a compound annual growth rate (CAGR) of 30% [4]. - The adjusted net profit is expected to turn from a loss in 2022 to a profit of 208 million yuan in 2023, and further increase to 423 million yuan in 2024, representing a year-on-year growth of 103.4% [4]. - The postpartum care service is the core pillar of the company's ecosystem, with revenue from maternity centers expected to account for 85% of total revenue in 2024 [4]. Summary by Sections Company Overview - Established in 2017, Saint Bella has a market share of 1.2% in the maternity center sector as of 2024 [4]. - The company targets the mid-to-high-end market and has developed a multi-brand matrix to cater to different consumer segments [4]. Business Model - Saint Bella employs a light-asset high-end cooperation model by setting up maternity centers in existing luxury hotels, which reduces initial investment costs and leverages hotel brand equity to attract high-net-worth clients [5]. - The company has established 96 high-end maternity centers, with 62 self-operated and 34 managed centers as of 2024 [5]. Market Potential - The family care market in China is projected to grow from 392.8 billion yuan in 2019 to 711.3 billion yuan in 2024, with a CAGR of 12.6% [4]. - The elderly care market is expected to provide a dual growth engine for the company, driven by an aging population and evolving family structures [8]. Financial Projections - Revenue forecasts for 2025 to 2027 are 1.1 billion yuan, 1.48 billion yuan, and 1.96 billion yuan, respectively, with corresponding net profits of 94 million yuan, 200 million yuan, and 319 million yuan [8][10]. - The company is expected to achieve a price-to-earnings (P/E) ratio of 43.1, 20.1, and 12.6 for the years 2025, 2026, and 2027, respectively [8].