Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong Stock Connect Real Estate Index, which has shown significant growth over various time frames, including a 15.34% increase year-to-date [1] - The index has risen by 2.57% in the past month and 11.50% over the last three months, indicating a positive trend in the real estate sector [1] - The index is composed of up to 50 eligible Hong Kong-listed companies that reflect the overall performance of the real estate theme [1] Group 2 - The top ten weighted companies in the index include New World Development (14.13%), Beike-W (12.22%), and China Resources Land (11.19%), among others, showcasing the concentration of investments in these firms [1] - The index is exclusively composed of real estate companies, with a 100% allocation to this sector [2][3] - The index undergoes biannual adjustments every June and December, with provisions for temporary adjustments in special circumstances, ensuring it remains reflective of the market [3]

贝壳(BEKE.US)盘前涨1.14%，报17.76美元。消息面上，8月8日晚，北京发布《关于进一步优化调整本 市房地产相关政策的通知》，官宣五环外不再限制购房套数，自2025年8月9日起施行。华泰证券认为政 策力度符合市场预期，新政有望托底北京房地产量价表现、加速市场回稳，后续可以关注上海、深圳是 否跟进。(格隆汇) | BEKE 贝壳 | | | | --- | --- | --- | | 17.560 ↓ -0.040 -0.23% | | 收盘价 08/08 15:59 美东 | | 17.760 ↑ 0.200 +1.14% | | 盘前价 08/11 05:02 美东 | | 一分24 号 S 9 目 0 | | ● 快捷交易 | | 最高价 18.030 | 开盘价 18.000 | 成交量 572.55万 | | 最低价 17.560 | 昨收价 17.600 | 成交额 1.01亿 | | 平均价 17.686 | | 市盈率TTM 33.13 总市值 209.09亿 … | | 振 幅 2.67% | 市盈率(静) 36.58 | 总股本 11.91亿 | | 换手率 0.83% | 市净 ...

Group 1 - The company Beike-W (02423.HK) announced a share buyback plan, intending to repurchase 846,700 shares at a cost of $5 million [1] - The buyback is scheduled to take place on August 8, 2025 [1] - This move indicates the company's strategy to enhance shareholder value through share repurchase [1]

Group 1 - The company Beike-W (02423) announced a share buyback plan on August 8, 2025, with an investment of $4.9971 million [1] - The company intends to repurchase 846,700 shares at a price range of $5.87 to $6 per share [1]

Core Viewpoint - Beike-W (02423) announced a share repurchase plan, indicating confidence in its stock value and future prospects [1] Summary by Category Company Actions - The company plans to repurchase 846,700 shares at a total cost of approximately $4.9971 million [1] - The repurchase price per share is set between $5.87 and $6 [1] Financial Implications - The total expenditure for the share buyback reflects a strategic move to enhance shareholder value [1]

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： 貝殼控股有限公司 呈交日期： 2025年8月11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 | 不同投票權架構公司普通股 | 股份類別 | A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 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 | 已發行股份（不包括庫存股份）數 目 | ...

Group 1 - The core viewpoint of the article highlights significant adjustments in the overseas holdings of domestic private equity firms, particularly focusing on the changes in the portfolio of Jinglin Asset Management [1][2][3] Group 2 - Jinglin Asset's top holdings in US stocks as of the end of Q2 2025 include Meta, which accounts for 25.46% of its portfolio, with a market value exceeding $730 million [2] - The total value of Jinglin Asset's US stock holdings reached $2.873 billion, approximately 20.6 billion RMB, indicating a substantial shift towards internet companies [2] - The firm has sold off several major tech stocks, including Apple, UnitedHealth Group, Regeneron Pharmaceuticals, Pfizer, Legend Biotech, and ZTO Express [2] - The new focus on internet stocks is evident, with significant positions in companies like NetEase, Manbang Group, Pinduoduo, Futu Holdings, and 360 DigiTech [2] Group 3 - Jinglin Asset expressed optimism about China's future development, noting a shift in the competitive strength of Chinese companies from being undervalued to attracting global investment [3] - The new generation of Chinese entrepreneurs is seen as having advantages over the previous generation, leveraging a strong supply chain and engineering talent to create aesthetically pleasing products [3] - Dongfang Harbor's overseas fund has also accelerated its portfolio adjustments, reducing holdings in Nvidia, Amazon, and Apple, while increasing positions in Alphabet, Montreal Bank, and initiating purchases of Tesla, Netflix, and Coinbase [3]

Group 1 - The company Beike-W (02423) announced a share buyback plan, intending to repurchase approximately 845,000 shares at a cost of around $5 million [1] - The buyback price is set between $5.85 and $6.00 per share [1]

Group 1 - The company, Beike-W (02423.HK), announced a share buyback plan, intending to repurchase 845,000 shares at a cost of $5 million [1]

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： 貝殼控股有限公司 呈交日期： 2025年8月8日 | 1). | 購回股份(或其他證券)但沒有註銷 | | 848,220 | % | USD | 5.8947 | | --- | --- | --- | --- | --- | --- | --- | | | 變動日期 | 2025年7月1日 | | | | | | 2). | 購回股份(或其他證券)但沒有註銷 | | 851,841 | % | USD | 5.8696 | | | 變動日期 | 2025年7月2日 | | | | | | 3). | 購回股份(或其他證券)但沒有註銷 | | 845,517 | % | USD | 5.9135 | | | 變動日期 | 2025年7月3日 | | | | | | 4). | 購回股份(或其他證券)但沒有註銷 | | 724,755 | % | USD | 6 | | | 變動日期 | 2025年7月7日 | | | | | | 5). | 購回股份(或其 ...