智通财经APP获悉，现代牙科(03600)、摩比发展(00947)、方正控股(00418)、富智康集团(02038)、蒙牛 乳业(02319)、潍柴动力(02338)、非凡领越(00933)、安德利果汁(02218)、信利国际(00732)、百宏实业 (02299)、清科创业(01945)、天福(06868)、碧桂园服务(06098)、友邦保险(01299)、力鸿检验(01586)、旭 日企业(00393)、名创优品(09896)、世界华文媒体(00685)、玄武云(02392)、周黑鸭(01458)、腾讯控股 (00700)、中集集团(02039)、亚洲联合基建控股(00711)、乐华娱乐(02306)、归创通桥-B(02190)、思派健 康(00314)、彩客新能源(01986)、中旭未来(09890)、中国旭阳集团(01907)、易点云(02416)于2025年6月 30日进行了回购。其中，回购金额最大的为腾讯控股(00700)，回购数量98.90 万，回购金额5.00 亿元。 | 股票名称 | 回购数 | 回购额 | 年累计回购数量 | 年累计回购数量/总 | | --- | --- | --- | ...

Summary of Key Points Core Viewpoint - On June 25, 28 Hong Kong-listed companies conducted share buybacks totaling 31.02 million shares, with a total buyback amount of 708 million HKD [1][2]. Group 1: Major Buybacks - Tencent Holdings repurchased 979,000 shares for 500 million HKD, with a highest price of 514.50 HKD and a lowest price of 508.50 HKD, bringing its total buyback amount for the year to 35.04 billion HKD [1][2]. - AIA Group repurchased 2.5 million shares for 177 million HKD, with a highest price of 71.70 HKD and a lowest price of 70.05 HKD, totaling 14.54 billion HKD in buybacks for the year [1][2]. - Andeli Juice repurchased 500,000 shares for 8.73 million HKD, with a highest price of 17.50 HKD and a lowest price of 17.22 HKD, totaling 7.50 million HKD in buybacks for the year [1][2]. Group 2: Buyback Statistics - The highest buyback amount on June 25 was from Tencent Holdings at 500 million HKD, followed by AIA Group at 177 million HKD [1][2]. - In terms of share quantity, Youzan had the highest buyback volume with 13 million shares, followed by Ying Group and China Electric Power with 5 million shares and 3.8 million shares, respectively [1][2]. - Notably, companies like Dexin Services and Jinyong Investment conducted their first buybacks of the year on this date [2].

Summary of Key Points Core Viewpoint - On June 24, 23 Hong Kong-listed companies conducted share buybacks totaling 8.90 million shares, with a total buyback amount of 743 million HKD [1][2]. Group 1: Buyback Details - Tencent Holdings repurchased 985,000 shares for 501 million HKD, with a highest price of 510.000 HKD and a lowest price of 505.500 HKD, bringing its total buyback amount for the year to 34.54 billion HKD [1][2]. - AIA Group repurchased 3 million shares for 212 million HKD, with a highest price of 71.200 HKD and a lowest price of 69.200 HKD, totaling 14.37 billion HKD in buybacks for the year [1][2]. - Andeli Juice repurchased 662,000 shares for 11.25 million HKD, with a highest price of 17.000 HKD and a lowest price of 16.860 HKD, totaling 66.25 million HKD in buybacks for the year [1][2]. Group 2: Other Notable Buybacks - Mengniu Dairy repurchased 400,000 shares for 652,280 HKD, with a highest price of 16.340 HKD and a lowest price of 16.260 HKD, totaling 17.78 million HKD in buybacks for the year [2]. - China Xuyang Group repurchased 1.5 million shares for 373,090 HKD, with a highest price of 2.500 HKD and a lowest price of 2.470 HKD, totaling 11.79 million HKD in buybacks for the year [2]. - Other companies such as FIH Mobile and Miniso also conducted buybacks, with amounts and prices varying significantly [2].

Market Overview - The US-China talks concluded with President Trump claiming positive progress, but the US stock market showed a lackluster response, leading to a decline in Hong Kong stocks by 1.36% [1] - China's response to the rare earth issue indicates that it has not fully relaxed its export controls, as stated by the Ministry of Commerce [1] - The EU has prepared countermeasures against over $100 billion worth of US goods, with measures set to take effect by July 14 if negotiations fail [1] Currency and Commodities - The dollar's status as a reserve asset is declining, with its share in global reserves dropping from over 70% in 2000 to 57.8% in 2024 [2] - Gold is becoming a preferred safe-haven asset, with its share in global official reserves reaching 20% in 2024, second only to the dollar [2] - Companies like WanGuo Gold Group and Zijin Mining have seen significant stock price increases, reflecting the trend towards gold investment [2] Geopolitical Tensions - Tensions in the Middle East are escalating, with reports of Israel preparing for military action against Iran, which could impact oil prices [3] - Oil prices surged, with US crude rising by 5.11% and Brent crude by 4.58% [3] - The recent crash of a Boeing 787-8 in India has negatively impacted Boeing's stock, reflecting broader concerns about US manufacturing confidence [3] Automotive Industry - Multiple regions in China have announced the suspension of vehicle replacement subsidy programs, impacting the automotive sector [4] - The total sales driven by the vehicle replacement program reached 1.1 trillion yuan, with 4.12 million applications for subsidies [4] - Automotive stocks, including XPeng Motors, have seen declines as the market awaits new policy stimuli [4] Pharmaceutical Sector - China National Pharmaceutical Group is focusing on external licensing as a key strategic goal, with a significant deal expected soon [5] - The company’s stock surged over 19%, reaching a three-year high, indicating strong market confidence [5] - Other innovative pharmaceutical companies also experienced stock price increases, reflecting a positive trend in the sector [5] Gaming Industry - Zhejiang province has introduced favorable policies to stimulate the gaming industry, with expectations of similar actions from other provinces [6] - Kingsoft's new game project has garnered significant pre-launch interest, with over 520,000 pre-registrations [6] - Tencent Music's acquisition of Ximalaya for $1.26 billion is expected to enhance its content offerings, leading to a stock increase [6] Automotive Innovations - GAC Toyota and Huawei are deepening their collaboration, launching a flying car with a price cap of 1.68 million yuan, positively impacting GAC's stock [7] Financial Policies - The People's Bank of China and the State Administration of Foreign Exchange have issued measures to support cross-strait economic integration, benefiting local real estate companies and financial institutions [8] Company Performance - Chow Tai Fook reported a revenue of HKD 89.66 billion for FY2025, a 16.8% increase year-on-year, with a net profit of HKD 5.92 billion, up 9% [9] - Despite a decline in sales, the company has shown resilience in profitability, indicating effective management strategies [9] - The company is adjusting its store network, closing 406 stores while maintaining a focus on high-value products [10]

Group 1: Stock Movements and Company Developments - Jiuyuan Gene (02566) increased by over 13% following a signing ceremony with Fosun Pharma for exclusive commercialization rights of several biopharmaceutical products [1] - SF Express (09699) rose by over 9%, being the largest third-party instant delivery service platform in China, covering major consumption scenarios [1] - Ascentage Pharma (06855) saw a nearly 6% increase after presenting data on its Bcl-2 inhibitor at the ASCO annual meeting [1] - Junshi Biosciences (01877) gained over 4% after receiving a clinical trial acceptance notice from the National Medical Products Administration for its JT118 injection [1] - Zai Lab (09688) surged over 10% after announcing positive data for ZL-1310 and receiving Fast Track Designation from the FDA [1] Group 2: Market Analysis and Future Projections - NetEase Cloud Music (09899) rose over 5% as analysts upgraded its target price to HKD 250, citing its successful strategy in high-end urban markets [2] - Xpeng Motors (09868) dropped over 6% as the CEO indicated fierce competition in the automotive sector and highlighted a focus on AI research with a budget of approximately CNY 4.5 billion [2] - Boan Biotechnology (06955) increased over 4% after signing a strategic cooperation agreement for exclusive promotion rights of a product in mainland China [2] - Pop Mart (09992) rose over 4% as it ramped up monthly production capacity from 200,000 to 5 million units to meet global demand [2] - China Biologic Products (01177) opened nearly 5% higher, with innovative product revenue expected to rise from 16% in 2018 to 42% in 2024 [3] Group 3: Sector Performance and Strategic Moves - Natural gas sector stocks, including Tianlun Gas (01600), saw a nearly 5% increase despite weak demand forecasts for 2024 and Q1 2025 [4] - Nuclear power stocks rose, with CGN Mining (01164) up 7.34% and China National Nuclear Power (02302) up 4.59%, following a surge in US nuclear stocks [4] - Circle (CRCL.US) rose over 11% as positive sentiment around US stablecoin regulations boosted its IPO performance [5] - Starbucks (SBUX.US) increased over 4% as the CEO announced plans to sell part of its China business, attracting interest from potential buyers [5] - Quantum Song (QSG.US) surged 29% after acquiring a company to enter the trendy toy market, diversifying its business strategy [5]

证券研究报告 | 公司点评 | 游戏Ⅱ 低估值经典 IP 游戏发行龙头，新产品线开启 ——中旭未来点评报告 投资要点 与世纪华通合作并投资，2025 年利润有望高增 2023 年 6 月，公司全资子公司江西贪玩以 5.86 亿元拍得世纪华通股份 8000 万 股，占世纪华通总股本的 1.1%，与世纪华通紧密合作（之前世纪华通亦是公司 IPO 前投资者）。目前公司与世纪华通成立有合资公司，共同负责部分《传奇》 IP 游戏的发行。 我们看到，世纪华通旗下《Whiteout Survival》与《Kingshot》近年来运营数据保 持强势：《Whiteout Survival》在 2025 年 2 月 Sensor Tower 公布的中国手游出海 收入榜中连续 9 个月稳居第 1，全球下载量过亿，刷新了该品类游戏的流水新 高；《Kingshot》2025 年 2 月下旬上线以来，收入增长态势强劲。在 2025 年 4 月 的全球手游收入榜单中，收入增长 209%，成功进入收入增长榜前五。《Whiteout Survival》与《Kingshot》分别上线约两年、4 个月，作为 SLG 游戏，远未达到生 命周期顶峰， ...

有色股涨幅居前，市场风险偏好回暖延续，机构看好行业盈利能力维持增长。洛阳钼业(03993)涨4%； 江西铜业股份(00358)涨3.11%。 石四药集团(02005)涨4.27%，已取得有关葡萄糖酸钙氯化钠注射液药品生产注册批件。 智通财经APP获悉，港股恒生指数跌0.21%，跌49点，报23857点；恒生科技指数跌0.59%。港股早盘成 交1021亿港元。 三大电信运营商港股震荡走高，中国联通（00762）、中国移动（00941）、中国电信（00728）均涨超 2%。 中国白银集团(00815)涨超23%，现货白银一度站上36美元创近13年来新高。 龙蟠科技(02465)一度涨3.35%，近期再签15万吨磷酸铁锂大单，固态电池迎密集催化。 东岳集团(00189)涨1.54%，三代制冷剂价格持续上涨，公司为R22、R32配额龙头。 佑驾创新(02431)涨7%，近日获得长安汽车旗下新能源自主品牌的主力车型定点。 中旭未来(09890)涨超11%，国产游戏版号发放创新高，公司多款新作计划年内上线。 东风集团股份(00489)再跌超3%，控股股东澄清暂无重组动作，首5月汽车销量同比降约17.1%。 阿里健康(00 ...

点击蓝字，关注我们 今日上午港股 1. 信义能源(03868)再涨超5%。 消息面上，信义能源、信义光能联合公布，建议中国上市的申请材料 已递交予发改委。太阳能发电场基础设施REIT拟于中国一家证券交易所上市，仍需获得监管机构批 准及豁免。 2. 石药集团(01093)涨超3%。 6月5日，石药集团发布公告，集团开发的腺苷钴胺胶囊(0.5mg)("该产 品")已获得中国国家药品监督管理局颁发的药品注册批件，并视同通过仿制药质量和疗效一致性评 价。 3. 东岳集团(00189)涨超5%。 据百川盈孚数据，第三代主流制冷剂R32（主要用于家用和商用空 调），目前其国内均价每吨已突破5万元大关，同比增长42%；截至6月5日，R32行业毛利润达3.5万 元/吨，较去年同期每吨毛利润增加超过1万元。 4. 康诺亚-B(02162)涨超3%。 近日，康诺亚在药物临床试验登记与信息公示平台官网上登记了一项 CDH17ADC药物CM518D1治疗晚期实体瘤的I/II期临床研究。据公开资料显示，这是该药首次启动临 床。 5. 药师帮(09885)再涨超6%。 药师帮公告，与越疆科技(02432)订立战略合作与业务部署协议。 6 ...

股票名称 回购数 回购额 年累计回购数量(股) 年累计回购数量/总股本 友邦保险(01299) 818.00 万 5.21 亿 999.84 万 0.093% 腾讯控股(00700) 98.50 万 5.00 亿 779.60 万 0.085% 快手-W(01024) 146.90 万 7534.60 万 1.17 亿 2.687% 网誉科技(01483) 500.00 万 594.90 万 5055.00 万 6.400% 中国旭阳集团(01907) 199.40 万 509.13 万 1.30 亿 2.961% 和铂医药-B(02142) 50.00 万 416.60 万 2174.30 万 2.830% 蒙牛乳业(02319) 20.00 万 357.54 万 2395.20 万 0.609% 中旭未来(09890) 30.00 万 298.70 万 90.00 万 0.170% 一脉阳光 (N23020) 17.35 万 295.81 万 53.55 万 0.215% 永达汽车(03669) 100.00 万 242.76 万 5745.25 万 2.981% 名 创优品(09896) 5.54 万 ...

（文章来源：证券时报网） 5月27日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 97.90 | 50029.83 | 514.000 | 507.000 | 2452900.34 | | 03690 | 美团-W | 301.87 | 39179.19 | 132.400 | 122.600 | 39179.19 | | 01919 | 中远海控 | 617.35 | 8984.14 | 14.820 | 14.280 | 440646.07 | | 01299 | 友邦保险 | 32.50 | 2112.68 | 65.400 | 64.500 | 923385.41 | | 02142 | 和铂医药-B | 79.40 | 677.74 | 8.640 | 8.300 | 10277.66 | | 01483 | 网誉科技 ...