Group 1: Market Performance - Dongyue Group (00189) saw a rise of over 1%, with expectations for increased refrigerant demand as the new cooling season begins, despite a seasonal decline in August [1] - Hong Kong's banking stocks experienced a rally, with Agricultural Bank (01288) up over 2%, and other banks like ICBC (01398) and China Merchants Bank (03968) also gaining over 1%. The overall asset quality of listed banks remains stable, and profit growth is expected to continue [1] - In the gold sector, Lingbao Gold (03330) rose over 3%, with other companies like Chifeng Jilong Gold (06693) and Shandong Gold (01787) also seeing significant gains, driven by lower-than-expected U.S. job growth data which increased interest in gold [3] Group 2: Company Announcements - InnoCare (02577) surged over 8% after being named the only Chinese chip company in NVIDIA's 800VDC power architecture collaboration, indicating a significant partnership in AI data centers [2] - Derun Shipping (02510) announced a profit forecast of approximately $180 million to $200 million for the six months ending June 30, 2025, representing a 220% to 255% increase compared to the previous year [2] - China Eastern Education (00667) reported an expected profit increase of no less than 45% for the first half of the year, driven by a 7% increase in new student registrations and effective cost control [3] Group 3: Financial Results - Amazon (AMZN.US) reported second-quarter earnings that exceeded expectations, with AWS revenue growing 17% year-over-year, but the third-quarter profit guidance fell short of market expectations [5] - Coinbase (COIN.US) saw a 16.7% drop after reporting second-quarter revenue of $1.5 billion, which was below analyst expectations, despite a significant profit increase due to investments [5] - Moderna (MRNA.US) experienced a decline of over 10% due to delays in vaccine shipments, leading to a downward revision of its revenue forecast for 2025 [7]

截至2025年6月30日止六个月的溢利大幅增加乃主要由于整体平均运费上涨，与市场趋势一致；及租船 租金收入增加，主要由于以较高租金租出的船舶数量增加。 本文源自智通财经网 智通财经获悉，德翔海运(02510)盈喜后高开逾6%，截至发稿，涨6.34%，报9.06港元，成交额375.99万 港元。 消息面上，8月1日，德翔海运发布公告，集团预期截至2025年6月30日止六个月取得的公司权益股东应 占溢利约1.80亿美元至2亿美元，较2024年同期取得的公司权益股东应占溢利约5630万美元增加约220% 至255%。 ...

Core Viewpoint - 德翔海运预计在截至2025年6月30日的六个月内，公司权益股东应占溢利将达到约1.80亿美元至2亿美元，较2024年同期的5630万美元大幅增加约220%至255% [1] Group 1 - 德翔海运股价在盈喜后高开逾6%，截至发稿时涨幅为6.34%，报9.06港元，成交额为375.99万港元 [1] - 溢利大幅增加的主要原因包括整体平均运费上涨以及租船租金收入增加 [1] - 租船租金收入的增加主要是由于以较高租金租出的船舶数量增加 [1]

Group 1 - InnoCare (02577.HK) has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is designed for efficient power supply in megawatt-level computing infrastructure [1] - The 800 VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100-1000 times increase in AI computing power [1] - The company's third-generation GaN devices provide a comprehensive power solution from 800V input to GPU terminals, covering a voltage range from 15V to 1200V [1] Group 2 - China Ruyi (00136.HK) received a strategic investment of HKD 3.9 billion from Wuji Capital to accelerate business expansion and acquisition plans [2] - LEPU Biopharma-B (02157.HK) has authorized T-cell connector technology with an upfront payment of USD 10 million and potential milestone payments of up to USD 850 million [2] - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia [2] Group 3 - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of 58% [3] - Great Wall Motors (02333.HK) achieved approximately 104,372 vehicle sales in July, reflecting a year-on-year growth of 14.34% [3] - NIO-SW (09866.HK) delivered 21,017 vehicles in July [3]

Group 1: Company Earnings - PCCW (00008.HK) reported a revenue of HKD 18.922 billion for the first half, a year-on-year increase of 7%, with a net loss of HKD 0.445 billion, narrowing by 4% [1] - Xinyi Solar (00968.HK) recorded a revenue of HKD 10.932 billion, a decrease of 6.5% year-on-year, with a net profit of HKD 0.746 billion, down 58.8% [2] - Xinyi Glass (00868.HK) had a revenue of HKD 9.821 billion, a year-on-year decrease of 9.7%, with a net profit of HKD 1.013 billion, down 59.6% [3] - Xinyi Energy (03868.HK) reported a revenue of HKD 1.21 billion, an increase of 7.7% year-on-year, with a net profit of HKD 0.45 billion, up 23.4% [4] - DTXS Silk Road Investment (02510.HK) issued a profit warning, expecting a mid-term net profit of approximately USD 180-200 million, a year-on-year increase of about 220% to 255% [5] - Lianhua Supermarket (00980.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 25-55 million [6] - Tibet Water Resources (01115.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 36 million, a year-on-year increase of about 300% [7] - Foton Motor (00420.HK) issued a profit warning, expecting a mid-term net profit of HKD 30.7 million, turning from loss to profit [8] - Hong Kong Travel (00308.HK) issued a profit warning, expecting a mid-term net loss exceeding HKD 70 million, turning from profit to loss [9] - Poly Property Group (00119.HK) issued a profit warning, expecting a mid-term net profit to decline by 40%-50% year-on-year [10] - Kefu Shan Group Holdings (08512.HK) issued a profit warning, expecting a mid-term net profit to decrease to approximately HKD 43-47 million [11] - Mobi Development (00947.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 32 million [12] - Changmao Biochemical Engineering (00954.HK) issued a profit warning, expecting a mid-term net loss of approximately HKD 24-27 million [13] - Yunyou Holdings (00484.HK) issued a profit warning, expecting a mid-term net loss to increase to approximately HKD 21 million [14] - Weiya Li (00854.HK) issued a profit warning, expecting a mid-term net profit of approximately HKD 15-25 million, turning from loss to profit [15] Group 2: Automotive Sales - BYD Company (01211.HK) reported sales of approximately 2.4903 million new energy vehicles in the first seven months, a year-on-year increase of 27.35% [16] - Great Wall Motors (02333.HK) reported total vehicle sales of approximately 674,200 units in the first seven months, a year-on-year increase of 3.57% [17] - Li Auto (02015.HK) delivered 30,731 new vehicles in July [18] - Geely Automobile (00175.HK) reported total vehicle sales of 237,700 units in July, a year-on-year increase of approximately 58% [19] Group 3: Company News - Sinopec Engineering (02386.HK) signed a front-end engineering design (FEED) contract for a large green hydrogen project in Yanbu, Saudi Arabia, with a contract value expected to reach several billion USD [20] - InnoCare Pharma (02577.HK) partnered with NVIDIA to jointly promote the large-scale implementation of 800 VDC power architecture in AI data centers [21] - Zijin Mining (02899.HK) received parliamentary approval for the mining lease of the Akyem gold mine in Ghana, with a total transaction value of USD 1 billion [22] - Codex-B (02487.HK) received approval from the Hong Kong Department of Health for the listing of CU-40102 (topical finasteride spray) for the treatment of androgenetic alopecia [23] - Mixue Group (02097.HK) subscribed to a wealth management product from Pudong Development Bank, involving an investment of HKD 300 million [24] Group 4: Buyback Activities - Hang Seng Bank (00011.HK) repurchased 200,000 shares at a cost of approximately HKD 22.5922 million, with repurchase prices ranging from HKD 112.4 to 114.3 [25] - Vitasoy International (00345.HK) repurchased 1.844 million shares at a cost of approximately HKD 16.89 million, with repurchase prices ranging from HKD 9.14 to 9.17 [26]

德翔海运(02510.HK)发布公告，集团预期截至2025年6月30日止六个月取得的公司权益股东应占溢利约 1.80亿美元至2亿美元，较2024年同期取得的公司权益股东应占溢利约5630万美元增加约220%至255%。 本文源自：金融界AI电报 ...

Core Viewpoint - 德翔海运预计截至2025年6月30日的六个月内，公司权益股东应占溢利将达到约1.80亿美元至2亿美元，较2024年同期的5630万美元增长约220%至255% [1] Group 1 - The significant increase in profit is primarily due to the rise in overall average freight rates, consistent with market trends [1] - Additionally, the increase in charter income is attributed to a higher number of vessels being rented out at elevated rates [1]

截至2025年6月30日止六个月的溢利大幅增加乃主要由于(i)整体平均运费上涨，与市场趋势一致；及(ii) 租船租金收入增加，主要由于以较高租金租出的船舶数量增加。 格隆汇8月1日丨德翔海运(02510.HK)发布公告，集团预期截至2025年6月30日止六个月录得的公司权益 股东应占溢利约180.0百万美元至200.0百万美元，较2024年同期录得的公司权益股东应占溢利约56.3百 万美元增加约220%至255%。 ...

截至2025年6月30日止六个月的溢利大幅增加乃主要由于(i)整体平均运费上涨，与市场趋势一致;及(ii)租 船租金收入增加，主要由于以较高租金租出的船舶数量增加。 智通财经APP讯，德翔海运(02510)发布公告，集团预期截至2025年6月30日止六个月取得的公司权益股 东应占溢利约1.80亿美元至2亿美元，较2024年同期取得的公司权益股东应占溢利约5630万美元增加约 220%至255%。 ...

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。 德翔海運有限公司（「本公司」，連同其附屬公司，統稱「本集團」）董事（「董事」） 會（「董事會」）謹此通知本公司股東（「股東」）及潛在投資者，基於對本集團的未 經審核綜合管理賬目作出之初步評估以及董事會現時可得資料，本集團預期截至 2025年6月30日止六個月錄得的本公司權益股東應佔溢利約180.0百萬美元至200.0 百萬美元，較2024年同期錄得的本公司權益股東應佔溢利約56.3百萬美元增加約 220%至255%。 截至2025年6月30日止六個月的溢利大幅增加乃主要由於(i)整體平均運費上漲， 與市場趨勢一致；及(ii)租船租金收入增加，主要由於以較高租金租出的船舶數量 增加。 本公告所載資料僅基於本公司管理層經參考目前可得資料（包括本集團未經審核 綜合管理賬目）作出的初步評估，該等賬目未經本公司核數師審閱或審核，並可 能於進一步審閱時作出調整。本集團截至2025年6月30日止六個月的中期業績預 期將 ...