6. 雍禾医疗（02279.HK） 盘中涨13%：与美团医药健康达成战略合作，共建医疗级毛发健康服务体 系，强化O2O服务生态。 7. 美图公司（01357.HK） 涨近4%：旗下AI影像创作智能体"RoboNeo"登顶App Store分类榜，通过自 然语言交互降低视觉创作门槛。 8. 宜搜科技（02550.HK） 跌超7%：以先旧后新方式配售6578.7万股（占扩大后股本14.6%），配售价 5.26港元较前日折让14.7%，募资3.46亿港元引发股权摊薄担忧。 点击蓝字，关注我们 今日上午港股 1. 造纸板块延续上行趋势 ：玖龙纸业（02689.HK）领涨板块，单日涨幅逾9%。公司近日向多个生产 基地发布第四轮「提价函」，宣布自8月1日起上调瓦楞纸及再生牛卡纸报价30元/吨，此为继7月1 日、10日及12日后的连续提价动作，反映行业供需结构优化。 2. 券商板块集体走强 ：中资券商股再度拉升，东方证券（03958.HK）涨超6%，中原证券 （01375.HK）涨5%，国联证券（01456.HK）涨逾4%。头部券商华泰证券（06886.HK）、中国银河 （06881.HK）均涨3.5%，申万宏源（0021 ...

Group 1 - Hong Kong property stocks have declined again, with major companies experiencing significant drops in share prices [1] - Agile Group (03383.HK) fell nearly 10%, while Shimao Group (00813.HK) dropped nearly 7% [1] - Other companies such as R&F Properties (02777.HK), Oceanwide Holdings (03377.HK), Sunac China (01918.HK), and China Jinmao (00817.HK) all saw declines of over 5% [1]

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index rising by 0.57% to close at 24028.37 points, while the Hang Seng Tech Index fell by 0.29% to 5216.6 points. The total trading volume was 2467.28 million HKD [1] - CITIC Securities anticipates that the ongoing reform of the Hong Kong listing system will enhance the asset quality and liquidity of the market, with continued inflow of southbound funds expected [1] Blue Chip Performance - ZTO Express (02057) led blue-chip stocks with a rise of 7.36% to 148.8 HKD, contributing 7.03 points to the Hang Seng Index. Other notable performers included Longfor Group (00960) up 7.05% and Sunny Optical Technology (02382) up 6.12% [2] - Conversely, Wharf Real Estate Investment (01997) fell by 3.4%, negatively impacting the index [2] Sector Highlights - Large tech stocks exhibited mixed results, with Xiaomi down 0.87% and Tencent down 0.2%, while Alibaba rose by 0.29%. The property sector saw significant gains, particularly Longfor Group which surged nearly 85% [3] - The financial sector, including brokerages and banks, showed strong performance, with Yao Cai Securities reaching a historical high [3] Real Estate Sector - The National Development and Reform Commission emphasized the importance of high-quality urbanization and plans to increase investment in key areas, which may provide opportunities for real estate stocks [4] - Longfor Holdings announced the completion of a bond restructuring involving a total principal balance of 21.96 billion HKD, exceeding market expectations [4] Banking Sector - Chinese banks saw a rise in stock prices, with Minsheng Bank (01988) up 5.17% and Construction Bank (00939) up 3.16%. Global bank indices have also reached new highs, indicating a trend of value reassessment for banks as stable income assets [5] Brokerages - Brokerage stocks performed strongly, with Yao Cai Securities (01428) up 25.91% and Shenwan Hongyuan Hong Kong (00218) up 19.46% [5] Stablecoin Regulation - The Hong Kong Special Administrative Region's Stablecoin Regulation will take effect on August 1, 2025, with the Hong Kong Monetary Authority starting the licensing process. This is expected to enhance market dynamics [6] Apple Concept Stocks - Apple-related stocks performed well, with Sunny Optical (02382) up 6.12% and BYD Electronics (00285) up 5.6% [6] Anti-Competition Measures - The Central Financial Committee's recent meeting highlighted the need to regulate low-price competition and improve product quality, which has led to price increases in silicon wafers by 8% to 11.7% [8] Notable Stock Movements - Delin Holdings (01709) surged by 18.4% after announcing plans to convert assets into digital rights via blockchain technology [9] - Hengrui Medicine (01276) reached a new high, rising 7.11% with a target price set at 134 HKD by Citigroup, predicting a compound annual growth rate of 22% in drug sales from 2024 to 2027 [10]

港股内房股震荡拉升，远洋集团涨超10%，碧桂园、绿地香港涨超5%，龙光集团、富力地产涨超4%， 融创中国、雅居乐集团涨超3%。 ...

【2】融信中国6月合约销售额2.51亿元 7月7日，融信中国披露6月未经审核经营简报。简报显示，6月融信中国连同其附属公司及其联合营公司 总合约销售额约为2.51亿元；合约建筑面积约为2.76万平方米；平均合约售价约为9066元/平方米。 【3】雅居乐6月预售金额合计9.3亿元 【1】深房中协：二手房周录得1436套，环比增长4.2% 7月7日，根据深房中协统计，2025年第27周全市二手房（含自助）录得1436套，环比增长4.2%。二手 房录得量两连涨，整体维持在一个相对高位水平运行。 此外，据深圳市房地产信息平台数据，2025年第27周全市新房（预售+现售）成交量下降明显。根据公 开在售二手房源量数据统计，截至2025年7月7日，全市共有75169套有效二手房源在售，较上周增加 1311套。 【5】保利置业6月合同销售金额48亿元 7月7日，保利置业披露6月未经审核销售简报。简报显示，6月保利置业实现合同销售金额约48亿元，合 同销售面积约16.5万平方米，合同销售均价约2.92万元/平方米。 北京商报记者 王寅浩 李晗 7月7日，雅居乐披露6月未经审核的经营简报。简报显示，6月雅居乐及其附属公司连同集团 ...

Group 1 - The core viewpoint is that the real estate stocks in China have collectively risen, indicating a positive market response to new housing loan policies in Guangzhou [1] - R&F Properties (02777) increased by 6.86% to HKD 1.09, Aoyuan Group (03383) rose by 5.95% to HKD 0.445, Oceanwide Holdings (03377) went up by 4.65% to HKD 0.09, and Sunac China (01918) gained 4% to HKD 1.56 [1] - The Guangzhou Housing Provident Fund Management Center released a draft policy that aims to ease restrictions on housing loans, which is expected to provide a strong signal of market easing [1] Group 2 - According to data from the China Index Academy, the total sales of the top 100 real estate companies in the first half of 2025 amounted to CNY 183.64 billion, reflecting a year-on-year decline of 11.8% [2] - In June alone, the sales of the top 100 real estate companies dropped by 18.5% year-on-year, indicating a worsening trend compared to May [2] - Open Source Securities anticipates that the real estate policies will remain positive and moderate, with expectations for more supportive fiscal and monetary policies to aid the industry's stable development [2]

Group 1 - The Hong Kong real estate sector saw an initial rise in stock prices, with notable increases in several companies [1] - R&F Properties (02777.HK) experienced a surge of over 10% [1] - Agile Group (03383.HK) rose by 9%, while Sunac China (01918.HK) increased by over 5% [1] Group 2 - Longfor Group (03380.HK) and China Aoyuan (03883.HK) also saw their stock prices rise [1]

雅居乐集团：集团已委任财务顾问，以协助其重组境外借款。集团将继续寻求机会出售其资产。 ...

Group 1 - Aoyuan Group (03383.HK) announced a conditional sale agreement with Guangdong Provincial Food Import and Export Group, involving the sale of approximately 35.52 million shares (21.1632% equity) of the target company for approximately RMB 191 million [1] - Aoyuan Group's subsidiary, Yaxin Investment, will also enter into a repurchase agreement with the target company, agreeing to sell approximately 7.95 million shares (4.7360% equity) for approximately RMB 42.79 million [1] - Following the completion of these transactions, Aoyuan Group will no longer hold any shares in the target company, which is currently a joint venture [2] Group 2 - The target company, Guangdong Zhujiangqiao Biotechnology Co., Ltd., specializes in the research, production, and sales of high-salt liquid soy sauce, vinegar, and compound seasonings [2] - As of the announcement date, the target company is a subsidiary of the Provincial Food Group, which holds approximately 31.6440% of its equity, while Yaxin Investment holds approximately 25.8991% [2] - The proceeds from the sale will be used to repay bondholders of the "23 Fan Ya 02" bond, while the proceeds from the repurchase will be allocated for the group's daily operational management [2]

Core Viewpoint - The article highlights the performance of various stocks in the Hong Kong and US markets, focusing on significant price movements and underlying news that may influence investor sentiment and market trends. Hong Kong Market Summary - Real estate stocks experienced a general decline, with Kwan Hung Holdings (09993) down 9.28%, Aoyuan Group (03383) down 4.55%, and Sunac China (01918) down 2% [1] - Meituan (02440) rose over 2% after announcing the purchase of 2,440 units of Solana cryptocurrency for approximately HKD 2,907,465 [1] - Huiju Technology (01729) surged over 7% as it is expected to be included in the Hang Seng Composite Small Cap Index [1] - Shandong Molong (00568) increased by over 12% due to heightened geopolitical risks in the Middle East, which may boost demand for oil and gas exploration [1] - Mai Fushi (02556) rose 6.24% after being ranked first in the "2025 AI SaaS Influential Enterprises TOP 50" list, with projected revenue growth of 24% from 2024 to 2027 [1] - Sands China (01928) increased by 5.38% after completing the redemption of USD 3.586 billion in notes, alleviating debt pressure [2] - Yunfeng Financial (00376) rose 5.6% as it is expected to benefit from Ant Group's stablecoin issuance [2] - New Town Development (01030) increased by 3.91% after successfully issuing USD 300 million in senior notes, reflecting market confidence [2] - Rongchang Biopharmaceutical (09995) fell 5.63% after UBS downgraded its rating due to stock price increases reflecting recent catalysts [2] - First Tractor Company (00038) rose 6.39% as tractor exports increased by 29.1% year-on-year from January to April 2025 [2] US Market Summary - Circle (CRCL.US) surged over 13% as it benefits from the upcoming implementation of Hong Kong's stablecoin regulations [7] - Roku Inc (ROKU.US) rose nearly 10% due to a partnership with Amazon to create a large CTV coverage system [7] - The oil sector declined, with Houston Energy (HUSA.US) dropping over 33% [8] - Quantum computing stocks saw significant gains, with Arqit Quantum (ARQQ.US) rising over 24% [8] - AMD (AMD.US) increased over 8% after acquiring AI software company Brium [9] - Sarepta Therapeutics (SRPT.US) plummeted over 42% due to safety concerns regarding its drug [10] - The rare earth sector strengthened, with MP Materials (MP.US) rising over 12% [10]