第 1 頁 共 7 頁 v 1.3.0 | 3). 購回股份 (股份購回並註銷) | | | -709,000 | 0.0304 % | GBP | 12.556955 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 於2025年7月9日購回並已於2025年7月15日註銷 | | | | | | | | 變動日期 | | 2025年7月15日 | | | | | | | 4). | 購回股份 (股份購回並註銷) | | -760,500 | 0.0327 % | GBP | 12.890581 | | | | 於2025年7月10日購回並已於2025年7月15日註銷 | | | | | | | | 變動日期 | | 2025年7月15日 | | | | | | | 5). | 購回股份 (股份購回並註銷) | | -743,500 | 0.0319 % | GBP | 12.755247 | | | | 於2025年7月11日購回並已於2025年7月15日註銷 | | | | | | | | 變動日期 | | 2025年7月15日 | | | ...

Core Insights - Standard Chartered Bank is the first globally systemically important bank to offer spot cryptocurrency trading services, allowing corporate and institutional clients to buy and sell Bitcoin and Ethereum [1] Group 1 - The CEO of Standard Chartered, Bill Winters, stated on July 15 that digital assets are becoming a "core" component of the global financial system [1] - The bank aims to provide a secure and efficient way for clients to trade and manage risks associated with digital assets while meeting regulatory requirements [1] - Despite some competitors being cautious about cryptocurrencies, Standard Chartered is responding to growing client demand for digital asset services [1]

Core Insights - Standard Chartered Bank has become the first globally systemically important bank (G-SIB) to offer spot trading of Bitcoin and Ethereum, marking a significant step for digital currencies into mainstream finance [1] - Unlike Goldman Sachs and Morgan Stanley, which focus on derivatives or ETF distribution, Standard Chartered directly provides BTC/ETH trading and settlement services, initially targeting institutional clients in the UK [1]

Group 1 - China's Q2 GDP growth reached 5.2%, exceeding expectations, leading to a rally in Hong Kong stocks [1] - The Hang Seng Technology Index surged by 2.8%, while the Hang Seng Index and the National Enterprises Index rose by 1.6% and 1.65% respectively [1][2] - Major technology stocks performed strongly, with Alibaba rising nearly 7%, Meituan and Baidu up over 4%, and Tencent increasing by 3.5% [2][4] Group 2 - The cryptocurrency sector faced challenges, with Bitcoin dropping below $117,000, leading to a decline in related stocks [2] - Real estate development investment in China fell by 11.2% year-on-year in the first half of the year, impacting domestic property stocks significantly [2][13] - The construction materials and cement stocks also saw declines, with major players like Jinyu Group and Anhui Conch Cement dropping over 6% and 4% respectively [11][12] Group 3 - The innovative drug sector showed strength, with companies like BeiGene and CSPC Pharmaceutical rising over 7% [7][8] - Stablecoin-related stocks performed well, with Yunfeng Financial increasing by 19.5% and Weishi Jiajie up by 11% [9][10] - The entertainment sector saw gains, with China Star Group rising over 10% and Tencent Music increasing by over 5% [15] Group 4 - Southbound funds recorded a net inflow of HKD 3.824 billion, indicating strong interest in Hong Kong stocks [18] - Analysts noted a shift in investor sentiment towards undervalued stocks, with some funds looking to capitalize on recent price corrections in major internet companies [17]

FF305 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) | 02888 | 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/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的 ...

Group 1: Global and China Market Outlook - The core theme for the second half of 2025 is "Dollar Turnaround," with expectations of increased market volatility due to geopolitical tensions and trade discussions [6] - The probability of a soft landing for the US economy has been adjusted from 50% to 55%, supported by over $3 trillion in fiscal stimulus from the "Big and Beautiful Act" [6] - Investment strategies suggest overweighting global equities, particularly in Asian markets excluding Japan, with a focus on South Korea and China [6] Group 2: Macro Economic Insights - The US economy is expected to slow down but avoid recession, with growth projected to fall below the long-term average of 1.8% [8] - The Eurozone is seeing investment opportunities due to the euro's appreciation and fiscal stimulus measures, which are expected to drive economic growth [8][9] - China's economy shows resilience, with fiscal support expected to continue, particularly in response to external pressures [10] Group 3: Currency and Stock Market Analysis - The dollar is entering a weakening cycle, which may benefit emerging market currencies and assets as capital flows increase [11] - Global stock markets are expected to perform well during periods of dollar weakness, with a particular emphasis on Asian markets for their growth potential [12] - US stocks remain a core part of investment portfolios, while European stocks are also seen as attractive due to increased fiscal spending and economic recovery [13] Group 4: Diversification Strategies - Gold is viewed as a key diversification tool in investment portfolios, particularly in the context of increasing market volatility [14] - Alternative investment strategies are recommended to balance portfolios and capture diverse returns, such as long-short equity strategies [15] Group 5: Wealth Management Opportunities - Investors are encouraged to adopt a global investment approach to mitigate risks and capture growth opportunities in different economic cycles [17] - A diversified product layout, including "fixed income plus" and structured investment products, is essential for balancing stability and returns [17] Group 6: Focus on Asia-Pacific Opportunities - The rise of emerging markets in Asia is seen as a significant opportunity for global economic growth, particularly for Chinese companies looking to expand overseas [19] - Key opportunities for Chinese SMEs include policy support, market potential in Southeast Asia, technological advancements, and mature trade channels [20] Group 7: Challenges and Strategies - The ongoing US-China trade tensions and tariff challenges necessitate strategic responses from Asian countries to maintain competitiveness [22] - Singapore is highlighted as a favorable environment for Chinese enterprises due to its transparent legal framework and supportive government policies [23]

Group 1 - Jin Yong Investment (01328.HK) increased by 12.44% [1] - Standard Chartered Group (02888.HK) rose by 2.03% [1] - Victory Securities (08540.HK) saw a gain of 1.68% [1] - China Everbright Holdings (00165.HK) experienced an increase of 1.32% [1]

渣打集团(02888.HK)在港交所发布公告称，7月11日在伦交所等交易所斥资约948.4万英镑回购股份约 74.4万股，每股 回购价在12.66至12.94英镑。 ...

港交所文件显示，渣打集团(02888.HK)于7月11日在其他交易所回购了总计743,500股股票，耗资950万 英镑。 ...

FF305 第 1 頁 共 7 頁 v 1.3.0 | 1). | 於2025年7月7日購回但尚未註銷 | | 724,741 | 0.0311 % | GBP | 12.27035 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年7月7日 | | | | | | 2). | 於2025年7月8日購回但尚未註銷 | | 718,007 | 0.0308 % | GBP | 12.410231 | | | 變動日期 | 2025年7月8日 | | | | | | 3). | 於2025年7月9日購回但尚未註銷 | | 709,000 | 0.0304 % | GBP | 12.556955 | | | 變動日期 | 2025年7月9日 | | | | | | 4). | 於2025年7月10日購回但尚未註銷 | | 760,500 | 0.0327 % | GBP | 12.890581 | | | 變動日期 | 2025年7月10日 | | | | | | 5). | 於2025年7月11日購回但尚未註銷 | | 743,500 | ...