时代天使(6699.HK)一度涨近25%，报71.4港元，股价创3月20日以来新高，截至目前成交额放大至7.5亿港元。消息面上，时代天使发盈喜，预期截至6月 底止中期净利润约1340万美元-1480万美元，同比增加约5.38倍-6.05倍。 时代天使表示，预期盈利上升，主要由于集团核心中国业务受惠于为因应激烈竞争而进行的策略性价格调整，而中国以外收入则持续增长；中国以外生产 工厂设立进度的延迟，导致今年上半年投资及经营开支较低；以及去年上半年净利润比较基数较低。 ...

Group 1 - Angelalign (06699) opened nearly 19% higher after a positive earnings forecast, driven by strategic price adjustments in its core Chinese business and continued growth in revenue outside China [1] - Songjing Technology (01079) resumed trading with an opening increase of over 40% [1] - Jingtai Holdings (02228) opened more than 9% higher after announcing a significant partnership with DoveTree, valued at approximately HKD 47 billion (USD 5.99 billion) for AI pharmaceutical development [1] Group 2 - Shunmei Co., Ltd. (02145) saw an early morning increase of over 5%, projecting a revenue of RMB 4.09 billion to RMB 4.11 billion for the first half of 2025, a year-on-year growth of 16.8%-17.3% [2] - Nine Dragons Paper (02689) rose over 10% following the successful commissioning of its PM56 production line, which can produce 250,000 tons of high-grade cultural paper annually [2] Group 3 - Giant Star Legend (06683) increased over 1% after announcing a collaboration with Jiushi Wen Chuan for a large-scale IP and cultural tourism project in Shanghai [3] - South Manganese Industry (01091) surged over 15%, expecting to turn a profit of at least HKD 150 million in the first half of 2025, compared to a loss of HKD 162.8 million in the same period of 2024 [3] Group 4 - China Shenhua (01088) rose over 3% after announcing plans to acquire significant assets from its controlling shareholder, which would enhance its coal production capacity by 74.5% [4] - Boya Interactive (00434) fell over 6% due to a profit warning, expecting a decrease of approximately 25%-35% in profit for the first half of 2025 compared to the same period in 2024 [4] Group 5 - Wuling Motors (00305) increased over 9% after announcing a projected net profit of approximately RMB 84 million for the first half of 2025, a significant increase from RMB 21.125 million in the same period of 2024 [5] Group 6 - Hims & Hers Health (HIMS.US) dropped 12.36% after reporting second-quarter sales of USD 545 million, below market expectations [6] - Palantir (PLTR.US) rose 7.85% after reporting second-quarter revenue of over USD 1 billion, a 48% year-on-year increase [6] Group 7 - Futu Holdings (FUTU.US) increased by 2.82% after UBS raised its target price, citing strong expected performance in the second quarter [7] - Daqo New Energy (DQ.US) rose 3.68% as market signals indicated positive changes in the photovoltaic polysilicon sector [7] Group 8 - Li Auto (LI.US) saw a slight increase in stock price after announcing adjustments to its electric vehicle model pricing [8] - Vertex Pharmaceuticals (VRTX.US) fell 20.60% after failing to meet key endpoints in a clinical trial [8] Group 9 - Chinese gaming stocks collectively rose, with Bilibili (BILI.US) up 2.07% following a report indicating a 14.08% year-on-year increase in the domestic gaming market [9] Group 10 - Taiwan Semiconductor Manufacturing Company (TSM.US) fell 2.70% amid reports of a potential technology leak involving its 2nm chip process [9] - Advanced Micro Devices (AMD.US) decreased by 1.40% despite reporting a 32% year-on-year revenue increase for the second quarter [10]

Investment Rating - The report maintains a "Buy" rating for the company [6] Core Views - The company is expected to achieve a net profit of $13.4 to $14.8 million in H1 2025, representing a year-on-year growth of 538.1% to 604.8% [1] - The growth in net profit is primarily driven by a low base in H1 2024, continued growth in overseas markets, and lower investment and operating expenses [2] - The company has made a strategic investment in the orthodontic brand Shuyaki, acquiring a 35% stake to deepen its presence in emerging markets and enhance the penetration of invisible orthodontics [3] Financial Performance - The company’s revenue is projected to grow from $208 million in 2023 to $318 million in 2025, with year-on-year growth rates of 14.3% in 2023, 29.0% in 2024, and 18.1% in 2025 [5] - The net profit is expected to increase from $8 million in 2023 to $13 million in 2025, with growth rates of -75.4% in 2023, 60.4% in 2024, and 4.4% in 2025 [5] - The earnings per share (EPS) is forecasted to be $0.07 in 2025, with a price-to-earnings (P/E) ratio of 98.3 [5] Market Expansion - The company has established a localized development strategy, with significant growth in international cases, increasing from 33,000 in 2023 to 140,700 in 2024, a year-on-year increase of 326.4% [2] - The company is expanding its production capabilities in Brazil and is set to build a new manufacturing facility in Wisconsin, USA, which will be one of the most advanced centers for invisible orthodontics globally [2] Marketing Strategies - The company is actively enhancing its brand influence through diverse marketing strategies tailored to different city tiers, including collaborations with popular brands like My Little Pony and initiatives like the Angel KiD Star Plan [4]

Core Viewpoint - UBS reports that Times Angel's latest forecast for net profit in the first half is between 13.4 million to 14.8 million USD, representing a year-on-year growth of 538% to 605%, exceeding market expectations [1] Group 1 - UBS believes that both local and overseas revenue growth have surpassed expectations, which will positively influence investor sentiment [1] - UBS significantly raised Times Angel's earnings per share estimate for this year by 105% to 1.18 HKD, reflecting lower-than-expected operating expenses [1] - Assuming overseas business reaches breakeven by 2027, UBS increased the 2027 earnings per share estimate by 7% to 2.02 HKD [1] Group 2 - UBS set a target price of 82 HKD for the stock and reiterated a "Buy" rating [1]

公告指出，股东及潜在投资者亦应注意，过往业绩未必对未来业绩表现有指引性。面对日益复杂的全球 市场，集团仍专注于推动长期增长并可能增加短期经营开支，以扩大地域覆盖范围及客户群。在中国以 外的全球市场，集团旨在扩大其市场份额及建立更强大、更具韧性的全球供应链。这可能需要于未来增 加投资，部分用以应对巴西不断变化的关税状况。在中国市场，监管政策变化的不确定性持续存在，并 可能继续影响隐形矫治器定价。尽管如此，集团致力于通过密切关注业务发展并根据需要适时调整战 略，以应对该等挑战并实现稳健及可持续增长。 本文源自：智通财经网 智通财经获悉，时代天使(06699)盈喜后高开近10%，截至发稿，涨9.89%，报62.8港元，成交额1227.11 万港元。 消息面上，时代天使发布公告，预期集团截至2025年6月30日止6个月期间(2025年上半年)的净利润约为 1340万美元至1480万美元，较截至2024年6月30日止6个月期间(2024年上半年)的约210万美元增加约 538.1%至604.8%。 董事会认为上述经营业绩变动主要由于以下原因：集团核心中国业务受惠于为因应激烈竞争而进行的策 略性价格调整，而中国以外收入则 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 致：香港交易及結算所有限公司 公司名稱: 時代天使科技有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06699 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 500,000,000 | USD | | 0.0001 | USD | | 50,000 | FF301 第 1 頁 共 10 頁 v 1.1.1 截至月份: 2025年7 ...

Group 1 - The company, Times Angel (06699), experienced a nearly 10% increase in stock price following a positive profit forecast, with shares trading at 62.8 HKD and a transaction volume of 12.27 million HKD [1] - The company anticipates a net profit of approximately 13.4 million to 14.8 million USD for the first half of 2025, representing an increase of about 538.1% to 604.8% compared to the net profit of around 2.1 million USD for the first half of 2024 [1] - The board attributes the significant change in operating performance to strategic price adjustments in its core Chinese business due to intense competition, continued revenue growth outside of China, and lower investment and operating expenses due to delays in establishing production facilities outside of China [1] Group 2 - The announcement highlights that past performance may not be indicative of future results, emphasizing the complexity of the global market [2] - The company remains focused on driving long-term growth and may increase short-term operating expenses to expand its geographic coverage and customer base [2] - In the global market outside of China, the company aims to increase its market share and build a more resilient global supply chain, which may require additional investments to address changing tariff conditions in Brazil [2]

消息面上，时代天使发布公告，预期集团截至2025年6月30日止6个月期间(2025年上半年)的净利润约为 1340万美元至1480万美元，较截至2024年6月30日止6个月期间(2024年上半年)的约210万美元增加约 538.1%至604.8%。 公告指出，股东及潜在投资者亦应注意，过往业绩未必对未来业绩表现有指引性。面对日益复杂的全球 市场，集团仍专注于推动长期增长并可能增加短期经营开支，以扩大地域覆盖范围及客户群。在中国以 外的全球市场，集团旨在扩大其市场份额及建立更强大、更具韧性的全球供应链。这可能需要于未来增 加投资，部分用以应对巴西不断变化的关税状况。在中国市场，监管政策变化的不确定性持续存在，并 可能继续影响隐形矫治器定价。尽管如此，集团致力于通过密切关注业务发展并根据需要适时调整战 略，以应对该等挑战并实现稳健及可持续增长。 智通财经APP获悉，时代天使(06699)盈喜后高开近10%，截至发稿，涨9.89%，报62.8港元，成交额 1227.11万港元。 董事会认为上述经营业绩变动主要由于以下原因：集团核心中国业务受惠于为因应激烈竞争而进行的策 略性价格调整，而中国以外收入则持续增长；中国以 ...

Major Events - Shiyao Group's (01093) application for the listing of Semaglutide injection has been accepted by the National Medical Products Administration (NMPA) [1] - Gilead Sciences-B (01672) has completed the enrollment of overweight or obese subjects in the Phase IIa study of the small molecule oral GLP-1R agonist ASC30 in the United States [1] - China Biopharmaceutical (01177) has received NMPA approval for the clinical trial application of TQC3302 "ICS/LAMA/LABA soft mist inhalation preparation" [1] - Jiaogepeng Holdings (01450) plans to acquire 100% equity of Hangzhou Jiaogepeng Education Technology Co., Ltd. for 180 million yuan [1] Financial Data - China Tower (00788) reported a mid-term profit attributable to shareholders of 5.757 billion yuan, an increase of 8.0% year-on-year, with the revenue share from its two wings business exceeding 14% [1] - Techtronic Industries (00669) reported a mid-term profit attributable to shareholders of 628 million USD, an increase of 14.17% year-on-year, with a dividend of 1.25 HKD per share [1] - Yum China (09987) reported a second-quarter operating profit of 304 million USD, a year-on-year increase of 14% [1] - Zibuyu (02420) issued a profit warning, expecting mid-term revenue to increase by approximately 30%-40% to between 1.9 billion and 2.047 billion yuan [1] - Angelalign (06699) issued a profit warning, expecting net profit for the first half of the year to be approximately 13.4 million to 14.8 million USD, a year-on-year increase of approximately 538.1% to 604.8% [1] - Boya Interactive (00434) issued a profit warning, expecting mid-term profit attributable to shareholders to decrease by approximately 25% to 35% [1] - Zhenjiu Lidu (06979) issued a profit warning, expecting mid-term net profit attributable to shareholders to decline by 23% to 24% [1] - Fourth Paradigm (06682) expects a narrowed adjusted net loss for the mid-term, down 68% to 73% year-on-year [1]

金融界8月5日消息，上证指数高开高走，中证港股通医疗器械综合指数 (港股通医疗器械，932273)报 1603.45点。 数据统计显示，中证港股通医疗器械综合指数近一个月上涨15.78%，近三个月上涨25.81%，年至今上 涨47.76%。 从中证港股通医疗器械综合指数持仓样本的行业来看，医疗耗材占比81.58%、医疗设备占比14.67%、 体外诊断占比3.75%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当中证港股通综合指数调整样本时，样本随之进行 相应调整。若中证港股通综合指数样本有特殊事件发生，导致其行业归属发生变化，指数样本进行相应 调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆、停牌等情形的处理， 参照计算与维护细则处理。 本文源自：金融界 据了解，中证港股通行业综合指数系列在中证港股通综合指数样本中，按中证行业分类标准进行分类， 以进入各一、二、三级行业的全部证券作为样本编制指数，形成 ...