消息面上，阜博集团发布2025年中期业绩，该集团取得收入14.56亿港元，同比增长23.35%；净利润 1.01亿港元，同比增长119%；毛利6.43亿港元，同比增长27.5%；公司拥有人应占溢利1.02亿港元，同 比增长146.77%。报告期内，公司订阅服务收入增长11.8%至6.1亿港元，增值服务收入增长33.3%至8.46 亿港元，两大业务板块均实现稳健增长。 2025年，公司所处的创意娱乐产业迎来爆发点。多模态大模型迭代加速，AI生成内容效果远超预期。 利用AI模型来生成文本、图像、音乐、视频的软件工具推陈出新，各种AI内容生产工具得到广泛应 用，内容创作效率得以显著提升，创意表达的形式新颖，应用场景更多样化。应用AI工具制作的音乐 视频、沉浸式娱乐以及智能互动叙事等新的创意娱乐形态逐步落地，展现出广阔的商业潜力。 阜博集团(03738)涨超7%，截至发稿，涨7.39%，报6.83港元，成交额5.76亿港元。 ...

智通财经APP获悉，阜博集团(03738)涨超7%，截至发稿，涨7.39%，报6.83港元，成交额5.76亿港元。 消息面上，阜博集团发布2025年中期业绩，该集团取得收入14.56亿港元，同比增长23.35%；净利润 1.01亿港元，同比增长119%；毛利6.43亿港元，同比增长27.5%；公司拥有人应占溢利1.02亿港元，同 比增长146.77%。报告期内，公司订阅服务收入增长11.8%至6.1亿港元，增值服务收入增长33.3%至8.46 亿港元，两大业务板块均实现稳健增长。 2025年，公司所处的创意娱乐产业迎来爆发点。多模态大模型迭代加速，AI生成内容效果远超预期。 利用AI模型来生成文本、图像、音乐、视频的软件工具推陈出新，各种AI内容生产工具得到广泛应 用，内容创作效率得以显著提升，创意表达的形式新颖，应用场景更多样化。应用AI工具制作的音乐 视频、沉浸式娱乐以及智能互动叙事等新的创意娱乐形态逐步落地，展现出广阔的商业潜力。 ...

Major Events - Sihuan Pharmaceutical Holdings Group Ltd. successfully administered the first human dose of the new radiopharmaceutical conjugate drug 3D1015 [1] - Shenzhen International's joint venture Shenzhen Airlines plans to raise a total of 16 billion yuan in a phased capital increase [1] - Kangzheng Pharmaceutical received clinical trial approval for its innovative oral small molecule JAK1 inhibitor Povorcitinib for indications of vitiligo and suppurative hidradenitis [1] - Ruihe Digital signed a framework agreement with Tielin Superlight Technology to jointly advance the business of real-world asset tokenization [1] - Zhongxu Future will operate and launch a new mobile game "Miracle MU" titled "New Moon Continent" [1] Financial Performance - Noah Holdings reported a net profit attributable to shareholders of 179 million yuan for Q2, a year-on-year increase of 79% driven by strong growth in investment product distribution [1] - Trip.com Group reported a net profit of 4.846 billion yuan for Q2, an increase of 26.43% year-on-year [1] - Shijiazhuang Pharmaceutical Group announced a mid-year profit attributable to equity holders of approximately 283.5 million HKD, a year-on-year decrease of about 58.7% [1] - Zhongsheng Holdings reported a mid-year profit attributable to shareholders of 1.011 billion yuan, a decrease of 36% year-on-year [1] - SF Express City reported an adjusted net profit of approximately 160 million yuan, a year-on-year increase of 139% [1] - Baidu's subsidiary reported a mid-year profit attributable to shareholders of 47.999 million yuan, returning to profitability [1] - Li Auto reported a net profit of 1.093 billion yuan for Q2, a decrease of 0.91% year-on-year [1] - Shanghai Industrial Holdings reported a mid-year profit attributable to shareholders of 1.042 billion HKD, with an interim dividend of 0.42 HKD per share [1] - Beijing Holdings reported a mid-year profit attributable to shareholders of 3.404 billion yuan, an increase of 8.07% year-on-year [1] - Qingdao Port reported a net profit of 2.842 billion yuan, a year-on-year increase of 7.58% [1] - New China Life Insurance reported a net profit of 14.799 billion yuan, a year-on-year increase of 33.5% [1] - China Galaxy Securities reported a net profit of 6.488 billion yuan, a year-on-year increase of 47.86% [1] - China Taiping reported a 12.2% increase in shareholder profit, with a nearly 23% high growth in life insurance new business value [1] - China Resources Gas reported a mid-year profit attributable to shareholders of 2.403 billion HKD, a year-on-year decrease of 30.5% [1] - SF Holding reported a net profit of 5.738 billion yuan, a year-on-year increase of 19.37%, with volume growth exceeding the overall express delivery industry [1] - SMIC reported a net profit of approximately 320 million USD, a year-on-year increase of 35.6% [1] - SenseTime reported a revenue growth of 35.6% year-on-year, reaching 2.358 billion yuan [1] - BeiGene reported a net profit of 95.59 million USD, returning to profitability [1] - Fubo Group reported a mid-year net profit exceeding 100 million, driven by AI [1] - CITIC Securities reported a net profit of 13.719 billion yuan, a year-on-year increase of 29.79% [1] - Huadian International Power reported a net profit of 3.904 billion yuan, a year-on-year increase of 13.15% [1] Additional Financial Performance - Zhou Hei Ya reported a mid-year profit attributable to shareholders of 108 million yuan, a year-on-year increase of 228% [2] - Haitian Flavoring reported a net profit of 3.91 billion yuan, a year-on-year increase of 13.3% [2] - Dasheng Holdings reported a mid-year adjusted net profit growth of 79.6% driven by store expansion and membership growth [2] - CITIC Securities reported a net profit of 4.509 billion yuan, a year-on-year increase of 57.77% [2] - Huitongda reported a mid-year profit attributable to shareholders of 13.9 million yuan, a year-on-year increase of 10.81% [2] - Yunfeng Financial reported a mid-year profit attributable to shareholders of 486 million HKD, a year-on-year increase of 142.04% [2] - Jiufang Zhitu reported a mid-year profit attributable to shareholders of 865 million yuan, returning to profitability [2] - Air China reported a net loss of approximately 1.806 billion yuan, a year-on-year narrowing of 35.11% [2] - ZTE reported a net profit of approximately 5.058 billion yuan, a year-on-year decrease of 11.77% [2] - China Merchants Securities reported a net profit of 5.186 billion yuan, a year-on-year increase of 9.23% [2] - Datang Power reported a net profit of approximately 4.874 billion yuan, a year-on-year increase of 50.3% [2] - China Pacific Insurance reported a net profit of 27.885 billion yuan, a year-on-year increase of 11% [2] - Beijing Capital International Airport reported a post-tax loss of 164 million yuan, a year-on-year narrowing of 56.48% [2] - Dongguan Rural Commercial Bank reported a mid-year net profit of 2.629 billion yuan [2] - Shenzhen Holdings reported a mid-year loss attributable to shareholders of 2.618 billion HKD, a year-on-year increase of 137.76% [2] - China Southern Airlines reported a net loss of 1.534 billion yuan, a year-on-year increase of 45.54% [2] - COSCO Shipping Holdings reported a profit attributable to shareholders of 17.528 billion yuan, a year-on-year increase of 3.9% [2] - Guofu Hydrogen Energy reported revenue of 10.9 million yuan, actively expanding overseas cooperation and business layout [2] - Kangsheng Global reported a mid-year gross profit of 197 million yuan, with stable progress across all businesses [2] - Dongfang Electric reported a net profit of 1.91 billion yuan, a year-on-year increase of 12.91%, maintaining the industry's leading market share in nuclear and gas power [2] - Eagle Eye Technology reported a profit of 443,000 yuan, returning to profitability [2] - Haier Smart Home reported a profit attributable to shareholders of 12.033 billion yuan, a year-on-year increase of 15.6% [2] - EDA Group Holdings reached a partnership agreement with UTCPAY to collaborate in digital asset trading, Web3 technology, and blockchain applications [2] - Gilead Sciences reported that ASC30 oral tablets showed good and differentiated pharmacokinetic characteristics in the U.S. Phase Ib multi-dose escalation study [2]

智通财经APP获悉，阜博集团(03738)发布2025年中期业绩，集团上半年业绩表现强劲，总收入同比增长23.4%至14.56亿港元，期内净利润大幅增长119%至 1.01亿港元。毛利率提升1.4个百分点至44.1%，经调整EBITDA增长39%至2.72亿港元。订阅服务收入增长11.8%至6.1亿港元，增值服务收入增长33.3%至8.46 亿港元，两大业务板块均实现稳健增长。 6.43亿 毛利润 2.72亿 经调整EBITDA 2:3% 毛利润增长 t 1.4pts 毛利率提升 ↑ 2.1pts EBITDA占收入比 Part.02 订阅及增值业务收入 单位:港元 增值 订阅 6.1z :3 -5 12 58.1% 149 2025 1H JI 谢 业务 值业务 Uタ 入 F 一次 > + 39% 同比增长 Part.03 全球地区收入 单位:港元 7.3亿 7.3亿 6.0亿 5.8亿 2024 1H 2025 1H 2024 1H 2025 1H 美国及其他地区收入 中国区收入 按人民币收入口径同比增长21% 27%增速 Part.04 AI驱动业务快速发展 Making Creative More V ...

Core Viewpoint - The company reported significant growth in its mid-year performance for 2025, with notable increases in revenue, gross profit, and net profit compared to the previous year [1]. Financial Performance - The company's revenue for the first half of 2025 reached HKD 14.56 billion, representing a year-on-year increase of 23.35% [1]. - Gross profit amounted to HKD 6.43 billion, reflecting a year-on-year growth of 27.5%, with a gross margin of 44.1%, an improvement of approximately 1.4 percentage points compared to the same period in 2024 [1]. - Net profit for the period was HKD 1.01 billion, showing a substantial year-on-year increase of 118.56% [1]. - Basic earnings per share were reported at HKD 0.0442 [1]. Revenue Breakdown - Subscription service revenue totaled HKD 6.10 billion, marking an 11.8% year-on-year increase, accounting for 41.9% of total revenue [1]. - Value-added service revenue reached HKD 8.46 billion, with a year-on-year growth of 33.3%, making up 58.1% of total revenue [1]. Geographic Performance - Revenue from North America and other regions was HKD 7.30 billion, reflecting a year-on-year increase of 26.7% [1]. - Revenue from the Chinese market was HKD 7.27 billion, which represents a year-on-year growth of 20.1% [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，概不對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。 Vobile Group Limited 阜 博 集 團 有 限 公 司 （ 於開曼群島註冊成立的有限公司） （股份代號：3738） 截至2025年6月30日止六個月 中期業績公告 財務摘要 中期簡明綜合損益表摘要 | | 截至6月30日止六個月 | | | --- | --- | --- | | | 2025年 | 2024年 | | | 千港元 | 千港元 | | | （未經審核） （ | 未經審核） | | 收入 | 1,456,315 | 1,180,634 | | 毛利 | 642,730 | 504,117 | | 除稅前溢利 | 126,872 | 69,832 | | 期內溢利 | 101,242 | 46,322 | | 按非國際財務報告準則計算的經調整純利 | 120,850 | 64,261 | | 按非國際財務報告準則計算的經調整EBITDA | 272,401 | 196,30 ...

Core Insights - The establishment of the "Hong Kong Digital Asset Listed Companies Association" marks a significant step in promoting digital assets in Hong Kong, with participation from over 80 listed companies and financial institutions [1][2] - The Hong Kong government is committed to fostering innovation in financial technology, with over 1,100 fintech companies operating in the region and a 15% annual growth rate [1][2] Group 1: Government Initiatives - The Hong Kong government plans to regularize the issuance of green bonds and explore tokenization applications in various sectors, including renewable energy [2] - A funding program has been launched to support projects with commercial potential, offering up to HKD 500,000 for tokenization certification and commercialization [2] Group 2: Participating Companies - A list of participating companies includes notable H-shares such as Guofu Quantum, China New Economy Investment, and Huya Capital, among others [3] - A-share participants include Zhaoxin Co. and Jingbeifang, while US-listed companies include Galaxy Digital and Amber [4]

Group 1 - Nongfu Spring (09633) reported a 22% year-on-year increase in net profit for the six months ending June 30, 2025, with packaged drinking water revenue growing by 10.7% [1] - Gu Ming (01364) saw a more than 120% year-on-year increase in net profit for the same period, with steady expansion in store count and impressive GMV performance [1] - China Longgong (03339) reported a 37.83% year-on-year increase in net profit, with the loader business being the largest contributor to revenue and profit [1] - AI concept stocks generally rose, with SenseTime (00020) up over 11% and Fourth Paradigm (06682) up over 9%, following the State Council's release of opinions on implementing "AI+" actions [1] - Cao Cao Mobility (02643) reported a 53.5% year-on-year increase in net profit, with gross margin improving from 7.0% to 8.4% [1] Group 2 - H&H International Holdings (01112) experienced a nearly 77% year-on-year decrease in net profit and proposed an interim dividend of HKD 0.19 per share [2] - NIO (09866) saw its stock price rise over 6% this month, benefiting from strong orders for the Onvo L90 and ES8 SUV models [2] - Chip stocks continued their upward trend, with SMIC (00981) up over 6% and Huahong Semiconductor (01347) up over 3%, as institutions remain optimistic about the domestic chip market [2] - Beike (02423) reported a 7.2% year-on-year decrease in net profit for the mid-year results, with Nomura indicating that its third-quarter guidance was below expectations [2] Group 3 - Gaotu (GOTU.US) reported a more than 37% year-on-year increase in revenue for Q2, alongside a new stock buyback plan worth up to USD 100 million [3] - NIO (NIO.US) rose 10.02% as Morgan Stanley highlighted strong orders for the ES8 and a shift in market sentiment towards next year's models [3] - XPeng Motors (XPEV.US) increased by 5.46% as it announced the official launch of the new P7 model on August 27 [3] - Boeing (BA.US) rose 3.51% after Korean Air announced a purchase order for aircraft valued at approximately USD 36.5 billion [4]

Group 1 - Fubo Group (03738) has seen a significant increase in stock price, rising over 8% and accumulating a total increase of over 90% within the month [1] - As of the latest update, the stock price is reported at 6.76 HKD with a trading volume of 314 million HKD [1] - The Chinese government has issued an opinion on August 26 regarding the implementation of "Artificial Intelligence+" actions, focusing on enhancing data supply innovation and improving data property rights and copyright systems [1] Group 2 - CITIC Securities highlights Fubo Group as a leader in the global copyright protection third-party technology service industry, emphasizing its core advantages in data volume, algorithm capabilities, and exclusive API [1] - According to China Merchants Securities, Fubo Group has made early investments in AI, improving content verification and monetization efficiency through multimodal large models, and collaborating with universities to develop digital content verification technologies and solutions in the AI field [1] - The company is actively promoting cooperation in API integration with platforms to drive domestic business growth [1]

消息面上，其中8月26日，国务院发布《关于深入实施"人工智能+"行动的意见》。意见在加强数据供给 创新方面提出，"完善适配人工智能发展的数据产权和版权制度，推动公共财政资助项目形成的版权内 容依法合规开放"。 中信证券指出，阜博集团为全球版权保护第三方技术服务行业龙头，具备数据储量、算法能力、独家 API三大核心优势。招商证券此前也表示，阜博集团早年布局AI，凭借多模态大模型提升了审核确权和 内容变现效率，与多个高校合作研发AI领域数字内容确权技术和解决方案；持续推进API端口与平台对 接的合作，推动国内业务增长。 智通财经APP获悉，阜博集团(03738)再涨超8%，月内累涨逾90%。截至发稿，涨7.64%，报6.76港元， 成交额3.14亿港元。 ...