港股8月开局不利，三大指数继续承压走低，尾盘跌幅有所扩大。截止收盘，恒生指数跌1.07%或265.52 点，报24507.81点，大市交投缩减，全日成交额为2546.74亿港元；恒生国企指数跌0.88%，报8804.42 点；恒生科技指数跌1.02%，报5397.4点。全周来看，恒指累跌3.47%，国指累跌3.78%，恒科指累跌 4.94%。 东吴证券指出，往后看，市场担心海外风险上行。一是，美元资产继续上涨，或会导致全球资金减少对 中国资产的关注；二是，对等关税截止日临近，市场预期关税博弈更偏向税率"缓"+"降"。交银国际认 为，港股市场当前流动性状态仍较为充裕，估值水平保持合理，适度的市场拥挤度也为投资者提供了较 为理想的配置窗口。 蓝筹股表现 5.71港元。 1.个别快递股逆市走高。截至收盘，中通快递-W(02057)涨7.44%，报163.2港元；极兔速递-W(01519)涨 2.52%，报10.58港元。 7月29日，国家邮政局召开快递企业座谈会，就依法依规治理行业"内卷式"竞争，强化农村地区领取快 件违规收费等突出问题整治，促进行业高质量发展进行座谈交流。据现代物流报，7月17日义乌邮管局 已率先 ...

Group 1 - The Hang Seng Index fell by 0.18%, down 45 points, closing at 24,727 points, while the Hang Seng Tech Index decreased by 0.12% [1] - In the semiconductor sector, InnoSilicon became the only Chinese chip manufacturer included in NVIDIA's latest 800V architecture supplier list, leading to a more than 30% increase in InnoSilicon's stock [1] - The Ministry of Industry and Information Technology issued a special energy-saving inspection task list for the polysilicon industry, boosting the solar panel sector, with notable stock increases for companies like Kaisheng New Energy (up over 5%) and Fuyao Glass (up over 4%) [1] Group 2 - Stone Pharmaceutical Group's stock rose over 6% after announcing a more than $2 billion overseas business development deal [2] - Ruihe Smart's stock surged over 10% following a profit warning, with expected net profits for the first half of the year reaching up to 44 million yuan, marking a turnaround from losses [3] - Inspur Digital Enterprises' stock increased nearly 6%, reaching a new high, with expected net profits for the first half of the year up to 190 million yuan, supported by its parent company Inspur Group [4] Group 3 - Xirui's stock rose over 4%, reaching a new high, as institutions predict rapid growth in the private aviation market [5] - Qiniu Intelligent's stock increased by over 8%, with its AI model user base surpassing 10,000, marking a significant milestone in its AI strategy [6] - Tsugami Machine Tool's stock rose over 5%, with its Japanese division reporting a 38.1% year-on-year increase in profits for the first quarter [7] Group 4 - New Macau International Development's stock fell over 4%, with its subsidiary New Macau Borya reporting a nearly 20% year-on-year decline in net income for the second quarter [7] - Kintor Pharmaceutical's stock plummeted over 16% after the company announced a discounted placement of shares at an 18.75% discount, raising approximately 40.34 million Hong Kong dollars [7]

港股午评：恒指窄幅震荡收跌0.18% 英诺赛科午前急速拉升 金十数据8月1日讯，早间恒指小幅低开后一路围绕20天线震荡，早盘缩量明显。恒生科技指数早间一度 冲高。截至午间收盘，恒指收跌0.18%，报24727.78点，科指收跌0.12%，报5446.61点，恒指大市成交 额达1197.97亿港元。盘面上，物流板块异军突起领涨大盘，光伏、有色金属等板块造好；汽车股走势 分化，SaaS概念冲高回落转跌，石油股跌幅居前。个股方面，英诺赛科(02577.HK)午盘前急速拉升收涨 30.68%，公司成为英伟达最新800V架构供应商名单中唯一入选芯片企业；蔚来汽车(09866.HK)收涨 9.05%，公司旗下乐道L90正式上市；开拓药业(09939.HK)收跌16.41%，公司拟先旧后新配售2067.3万 股，净筹4034万港元。 ...

智通财经获悉，开拓药业-B(09939)重挫逾14%，截至发稿，跌14.06%，报2.2港元，成交额5368.85万港 元。 消息面上，开拓药业宣布，拟通过先旧后新方式配售2067.3万股股份，每股配售价2.08港元，较上一日 收盘价2.56港元折让18.75%，所得款项净额估计约为4034万港元。公司拟将认购事项所得款项净额用于 集团的一般营运资金及一般业务。紧随完成后，公司联合创始人、董事会主席、执行董事、行政总裁及 主要股东童友之于公司持股由11.19%降至10.69%。 此外，开拓药业自主研发、潜在同类首创的KX-826酊1.0%治疗脱发的关键性临床试验III期阶段已完成 全部666名患者入组。该项关键性临床试验采用II/III期操作无缝衔接设计，II期阶段已达到主要研究终 点，结果具有统计学显着性及临床意义，且有效性和安全性均表现出色。除826外用防脱液和祛痘膏等 化妆品产品和化妆品原料外，本公司无法确保将能成功开发及最终成功销售KX-826的其他产品。本公 司股东及潜在投资者在买卖本公司股份时务请审慎行事。 本文源自智通财经网 港股异动｜开拓药业-B(09939)重挫逾14% 公司拟折让18.75 ...

Group 1 - The company, Akeso Inc. (09939), experienced a significant decline of over 14%, trading at HKD 2.2 with a transaction volume of HKD 53.6885 million [1] - Akeso announced a placement of 20.673 million shares at a price of HKD 2.08 per share, representing an 18.75% discount from the previous closing price of HKD 2.56, with estimated net proceeds of approximately HKD 40.34 million [1] - The net proceeds from the placement will be used for general working capital and business purposes, resulting in a reduction of the shareholding of the company's co-founder and major shareholder, Tong Youzhi, from 11.19% to 10.69% [1] Group 2 - The company has completed the enrollment of 666 patients in the critical Phase III clinical trial for its self-developed potential first-in-class KX-826 topical solution for hair loss [1] - The Phase II portion of the trial has met its primary endpoint with statistically significant and clinically meaningful results, demonstrating both efficacy and safety [1] - The company cannot ensure the successful development and eventual commercialization of KX-826 or other products beyond the KX-826 topical solution and acne cream [1]

智通财经APP获悉，开拓药业-B(09939)重挫逾14%，截至发稿，跌14.06%，报2.2港元，成交额5368.85 万港元。 此外，开拓药业自主研发、潜在同类首创的KX-826酊1.0%治疗脱发的关键性临床试验III期阶段已完成 全部666名患者入组。该项关键性临床试验采用II/III期操作无缝衔接设计，II期阶段已达到主要研究终 点，结果具有统计学显着性及临床意义，且有效性和安全性均表现出色。除826外用防脱液和祛痘膏等 化妆品产品和化妆品原料外，本公司无法确保将能成功开发及最终成功销售KX-826的其他产品。本公 司股东及潜在投资者在买卖本公司股份时务请审慎行事。 消息面上，开拓药业宣布，拟通过先旧后新方式配售2067.3万股股份，每股配售价2.08港元，较上一日 收盘价2.56港元折让18.75%，所得款项净额估计约为4034万港元。公司拟将认购事项所得款项净额用于 集团的一般营运资金及一般业务。紧随完成后，公司联合创始人、董事会主席、执行董事、行政总裁及 主要股东童友之于公司持股由11.19%降至10.69%。 ...

开拓药业-B(09939)重挫逾14%，截至发稿，跌14.06%，报2.2港元，成交额5368.85万港元。 此外，开拓药业自主研发、潜在同类首创的KX-826酊1.0%治疗脱发的关键性临床试验III期阶段已完成 全部666名患者入组。该项关键性临床试验采用II/III期操作无缝衔接设计，II期阶段已达到主要研究终 点，结果具有统计学显着性及临床意义，且有效性和安全性均表现出色。除826外用防脱液和祛痘膏等 化妆品产品和化妆品原料外，本公司无法确保将能成功开发及最终成功销售KX-826的其他产品。本公 司股东及潜在投资者在买卖本公司股份时务请审慎行事。 消息面上，开拓药业宣布，拟通过先旧后新方式配售2067.3万股股份，每股配售价2.08港元，较上一日 收盘价2.56港元折让18.75%，所得款项净额估计约为4034万港元。公司拟将认购事项所得款项净额用于 集团的一般营运资金及一般业务。紧随完成后，公司联合创始人、董事会主席、执行董事、行政总裁及 主要股东童友之于公司持股由11.19%降至10.69%。 ...

Core Viewpoint - The article discusses the transfer of shares of Innovent Biologics (09939) from Futu Securities International Hong Kong to BOC International Securities, with a total market value of HKD 124 million, representing 11.04% of the shares [1] Group 1: Share Transfer and Agreement - On July 31, shareholders of Innovent Biologics transferred shares valued at HKD 124 million to BOC International Securities, accounting for 11.04% of the total shares [1] - Innovent Biologics announced an agreement with Dr. Tong Youzhi and the seller (KT International Investment Limited) to sell 20.673 million shares at a price of HKD 2.08 per share, which is approximately 4.62% of the company's issued share capital [1] Group 2: Fundraising Purpose - The placement and subscription are aimed at supplementing the long-term funding for the group's general business and growth strategy [1] - The net proceeds from the subscription are estimated to be approximately HKD 40.34 million after deducting related expenses, which will be used for general working capital and business operations [1]

香港联交所最新资料显示，7月31日，开拓药业-B(09939)股东将股票由富途证券国际香港转入中银国际 证券，转仓市值1.24亿港元，占比11.04%。 进行配售事项及认购事项旨在补充集团的一般业务及增长策略的长期资金。董事认为，配售事项及认购 事项亦将为公司提供进一步集资的机会，同时扩大公司的股东基础及资本基础。经扣除相关费用及开支 后，认购事项的所得款项净额估计约为4034万港元。公司拟将认购事项所得款项净额用于集团的一般营 运资金及一般业务。 开拓药业发布公告，2025年8月1日(交易时段前)，公司、童友之博士及卖方(即KT International Investment Limited，由童博士全资拥有)与配售代理(即中银国际)订立该协议，据此，(i)卖方同意出售而 配售代理同意(作为卖方的代理)尽最大努力促使买方按每股股份2.08港元的价格购买卖方持有的合共 2067.3万股股份，相当于公司于本公告日期的已发行股本约4.62%；及(ii)卖方有条件同意作为委托人按 认购价(相当于配售价每股股份2.08港元)认购而公司有条件同意发行2067.3万股新股份(即认购股份)。 ...

Group 1 - The company, together with Tong Youzhi, has signed an agreement with the seller KT International Investment Limited for the sale of 20.673 million shares, representing approximately 4.62% of the issued share capital, at a price of HKD 2.08 per share [2] - The seller will also subscribe for new shares of the company at the same price of HKD 2.08 per share, with the same quantity of 20.673 million shares [2] - The placement and subscription will account for approximately 4.42% of the company's enlarged issued share capital, with the subscription price reflecting a discount of about 18.75% compared to the closing price of HKD 2.56 on July 31, 2025 [2] - The expected net proceeds from the subscription are approximately HKD 40.34 million, which the company plans to use for general working capital and business operations [2]