智通财经APP讯，海伦司(09869)发布公告，于2025年11月17日，该公司斥资3.47万港元回购3.4万股。 ...

第 1 頁 共 7 頁 v 1.3.0 | | | FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 海倫司國際控股有限公司 呈交日期： 2025年11月17日 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) | 09869 | 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 | | ...

Investment Dynamics - Hermès has acquired a 15% stake in Italian fabric manufacturer Lanificio Colombo, which specializes in cashmere and rare animal fibers [3] - In Q3 of the current fiscal year, Hermès reported a 5% increase in sales, reaching €3.9 billion, with the leather goods sector performing particularly well [3] - Hermès plans to invest over €1 billion in the next three years to build three new leather workshops in France to meet the growing demand for handbags [3] Brand Dynamics - Lianhua Supermarket announced the sale of its entire stake in Yangpu Century Lianhua to a subsidiary of Bailian Group, while continuing to manage and support the brand post-sale [8] - Lavazza has opened its first coffee shop in Hong Kong, expanding its presence in major Chinese cities since establishing a joint venture in 2020 [14] Financial Performance - E.l.f. Beauty reported a 14% increase in net sales for Q2 2026, reaching $343.9 million, with adjusted net income of $40.7 million, slightly below the previous year [17] - Coty reported a 6% decline in net revenue for Q1 2026, totaling $1.577 billion, with a 19% drop in net profit compared to the previous year [19] Personnel Changes - Tory Burch appointed Joëlle Grunberg as North America President, who has extensive experience in the fashion and luxury goods sector [21] - Carlsberg Group welcomed Torsten Steenholt as the new Executive Vice President and member of the Executive Committee, focusing on supply chain integration [27]

Group 1: Company Performance and Earnings - Sanhe Construction Group (03822) surged over 70% after announcing a profit increase to at least HKD 40 million for the six months ending September 30, 2025, compared to HKD 3 million in the same period last year, driven by efficient project execution and final account settlements [1] - Yidu International Holdings (00259) rose over 7.76% as it expects a profit of approximately HKD 1.2 billion for the six months ending September 30, 2025, up from HKD 89 million in the previous year, primarily due to fair value changes in its equity stake in Nantong Jianghai Capacitor Co., Ltd. [2] - Kailaiying (06821) increased over 2.22% with a reported revenue growth of 11.82% for the first three quarters of 2025, expecting a full-year revenue growth of 13%-15% [3] Group 2: Market Trends and Sector Performance - Longpan Technology (02465) rose over 8% as demand for lithium hexafluorophosphate and lithium iron phosphate surged due to downstream operations, indicating a positive industry outlook [1] - Greenview China Real Estate (00095) increased over 20% after completing several financing adjustments that alleviated financial pressure and improved liquidity [2] - Dongyue Group (00189) rose over 7.05% amid a surge in the organic silicon sector, with reports of major polysilicon companies planning to form a consortium to eliminate excess capacity [4] Group 3: Stock Market Movements - China Gas (00384) rose over 3% as Beijing prepares for a new heating season with dropping temperatures [1] - Snap Inc (SNAP.US) increased over 9.73% after reporting a 10% revenue growth to USD 1.51 billion in Q3, slightly exceeding analyst expectations [8] - AstraZeneca (AZN.US) rose over 3.23% with a reported 12% revenue growth to USD 15.191 billion in Q3, benefiting from strong sales of key cancer and diabetes drugs [8]

Group 1 - The stock of Helen's (09869.HK) has increased by over 17%, with a current rise of 15.46%, trading at 1.12 HKD [1] - The trading volume reached 4.4512 million HKD [1]

Core Viewpoint - Helen's (09869) stock price increased by over 17% in a contrary market trend, currently trading at 1.12 HKD with a transaction volume of 4.45 million HKD, indicating positive market sentiment towards the company's recent announcements [1] Group 1: Share Buyback Announcement - The shareholders approved a general and unconditional authorization for the board to repurchase up to 10% of the total issued shares as of the annual general meeting date, equating to a maximum of 127 million shares [1] - On November 6, the board decided to exercise the share buyback authorization, intending to repurchase shares in the open market using existing internal financial resources [1] Group 2: Company Valuation and Confidence - The company believes that the current trading price of its shares does not adequately reflect its intrinsic value, suggesting a potential undervaluation in the market [1] - The share buyback is seen as a reflection of the company's long-term confidence in its operational growth prospects and financial condition, aimed at enhancing the net asset value and earnings return per share, which aligns with the best interests of the company and its shareholders [1]

Core Viewpoint - Helen's (09869) shares have risen over 17% in the market, reflecting investor confidence following the announcement of a share buyback program aimed at enhancing shareholder value and signaling long-term growth prospects [1] Group 1: Share Buyback Announcement - The shareholders approved a general and unconditional authorization for the board to repurchase up to 10% of the total issued shares as of the annual general meeting date, which amounts to a maximum of 127 million shares [1] - On November 6, the board decided to exercise the share buyback authorization and intends to repurchase shares in the open market using existing internal financial resources [1] Group 2: Company Valuation and Confidence - The company believes that the current trading price of its shares does not adequately reflect its intrinsic value [1] - The share buyback is seen as a reflection of the company's long-term confidence in its operational growth prospects and financial condition, aimed at enhancing net asset value and earnings return per share, aligning with the best interests of the company and its shareholders [1]

Core Viewpoint - Helen's (09869) shares rose over 12%, reaching a price of 1.09 HKD, with a trading volume of 2.0072 million HKD, following the announcement of a share buyback plan [1] Group 1: Share Buyback Announcement - The shareholders approved a general and unconditional authorization for the board to repurchase up to 10% of the total issued shares as of the annual general meeting date, equating to a maximum of 127 million shares [1] - The board decided to exercise the buyback authorization on November 6, 2025, intending to repurchase shares in the open market using existing internal financial resources [1] - The company believes that the current trading price does not adequately reflect its intrinsic value, and the share buyback demonstrates confidence in its growth prospects and financial condition, aiming to enhance net asset value and earnings per share, which aligns with the best interests of the company and its shareholders [1]

Core Viewpoint - The company, Helen's (09869), has seen its stock price increase by over 12%, currently trading at 1.09 HKD, with a trading volume of 2.0072 million HKD, following the announcement of a share buyback plan [1] Group 1: Share Buyback Announcement - The shareholders approved a general and unconditional authorization for the board to repurchase up to 10% of the total issued shares as of the annual general meeting date, which amounts to a maximum of 127 million shares [1] - The board has decided to exercise the buyback authorization on November 6, 2025, intending to repurchase shares in the open market using existing internal financial resources [1] - The company believes that the current trading price does not adequately reflect its intrinsic value, and the share buyback demonstrates confidence in its growth prospects and financial condition, aiming to enhance net asset value and earnings return per share, which aligns with the best interests of the company and its shareholders [1]

Company News - BeiGene reported total revenue of approximately $3.845 billion for the first nine months, a year-on-year increase of 43%. Adjusted net profit was approximately $693 million, marking a return to profitability. In Q3, revenue reached $1.412 billion, up 41% year-on-year, with adjusted net profit of approximately $304 million, a 489% increase year-on-year. The growth is primarily attributed to the sales increase of BeiYueZe® in the US and Europe, with the US remaining the largest market for the company. The full-year revenue guidance is set at $5.1 billion to $5.3 billion, reflecting strong growth expectations from BeiYueZe® in the US and continued expansion in Europe and other key global markets [2] - Yidu International Holdings announced an earnings upgrade, expecting a profit attributable to shareholders of approximately HKD 1.2 billion for the first half, representing an increase year-on-year [3] - Hua Hong Semiconductor reported sales revenue of $635 million for Q3 2025, a year-on-year increase of 20.7%. However, net profit decreased by 42.6% to $25.725 million [4] - Autohome's net profit attributable to the parent company for Q3 was approximately RMB 436.6 million, with online marketing and other business revenues increasing by 32.1% year-on-year [5] - Xinyi International reported a cumulative net operating income of approximately HKD 13.981 billion for the first ten months, a year-on-year decrease of about 5.3%, with October revenue at HKD 1.457 billion [6] - Dongfeng Motor Group's cumulative vehicle sales for the first ten months reached 1.501 million units, a year-on-year decline of approximately 1.6%. However, sales of new energy vehicles increased by approximately 37.1% to 421,400 units [7] - China Overseas Land & Investment reported a cumulative contracted property sales amount of approximately RMB 189.165 billion for the first ten months, a year-on-year decrease of 21.3% [8] - Poly Property Group reported a cumulative contracted sales amount of RMB 43.8 billion for the first ten months, a year-on-year decrease of 10.43% [9] - Gemdale reported a cumulative contracted sales amount of approximately RMB 9.125 billion for the first ten months, a year-on-year decrease of 43.93% [10] - Sunac China reported a cumulative contract sales amount of approximately RMB 32.77 billion for the first ten months, a year-on-year decline of 25.1% [11] - Guoyin Financial Leasing plans to purchase 1,198 units of domestic information technology computing equipment for a total consideration of RMB 1.04 billion [12] - Youjia Innovation recently received project designation notifications from a globally renowned automotive group's joint venture and luxury brand, with a total order amount of approximately RMB 320 million [13] - Swire Properties reported a rental rate of 96% for Taikoo Place in Q3, with a rental reduction of 13%. Other Swire properties had an occupancy rate of 90%, with a rental reduction of 15% [14] - Zhongshen Construction Industry plans to acquire 100% equity of Huajian Development Co., Ltd. for approximately HKD 213.6 million [15] - Hard Egg Innovation signed a memorandum of understanding with Huixin Investment to jointly develop an AIoT innovation enterprise incubation platform [16] - Damai Entertainment expects mid-term net profit to increase to no less than RMB 500 million, compared to RMB 337 million last year [17] - Cafe de Coral Group issued a profit warning, expecting mid-term profit attributable to shareholders to decline by 65% to 70% [18] - Qingci Games signed a game licensing transfer agreement with Disney, obtaining authorization to develop and publish the game "Disney: Book of Legends," expected to launch in 2026 across various regions [19] - Now Medical Technology's subsidiary signed a strategic cooperation framework agreement with Medtronic Changzhou to promote clinical applications of real-time navigation tracking endoscopic technology in China [19] - Zhaoke Ophthalmology-B signed a distribution agreement with PT FERRON for the commercialization of BRIMOCHOL PF in Indonesia, receiving an upfront payment and potential milestone payments [19] - Shoujia Technology signed a strategic framework cooperation agreement with Stardust Intelligence, covering the development of humanoid robot tendon and related fields [20] Buyback Dynamics - Helen's decided to exercise its share buyback authorization, planning to repurchase up to 127 million shares [21] - China Feihe repurchased 6.806 million shares for a total of approximately HKD 29.4298 million, with a buyback price of HKD 4.29 to HKD 4.35 [22] - Kintor Pharmaceutical repurchased 1.734 million shares for a total of approximately HKD 26.3078 million, with a buyback price of HKD 14.35 to HKD 15.8 [23] - COSCO Shipping Holdings repurchased 1.53 million shares for a total of approximately HKD 20.9869 million, with a buyback price of HKD 13.57 to HKD 13.84 [24] - Sinopec repurchased 2.398 million H-shares for a total of approximately HKD 10.1066 million, with a buyback price of HKD 4.20 to HKD 4.23 [25]