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12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 | ...

Core Viewpoint - A real estate agent from Nanjing has publicly accused a local Beike brand of engaging in unfair competition by posting fake listings online to attract clients, leading to customer dissatisfaction and complaints against legitimate agents [1] Group 1: Unfair Competition Allegations - The agent claims that some intermediaries under the Beike brand are advertising properties at significantly lower prices than their actual transaction values, misleading potential buyers [1] - For instance, a property that sells for 2 million yuan is being advertised for 1.5 million yuan, which is a tactic to collect customer contact information without actually facilitating property viewings [1] - This practice has resulted in clients feeling misled after purchasing properties at higher prices, leading them to demand refunds based on the false listings [1] Group 2: Company Response - The local Beike operations center has intervened in the situation, with personnel dispatched to the involved store to conduct interviews with the store owner and the agents responsible for the misleading listings [1] - Beike has stated that if any violations are confirmed, appropriate actions will be taken in accordance with their management regulations [1]

Group 1: Hong Kong Stock Market Performance - Zhengda Enterprise International (03839) surged over 20% after reporting a revenue of approximately $323 million, a year-on-year increase of 199.44%, and a net profit attributable to shareholders of $17.046 million, up 768.36% [2] - Zhenjiu Lidu (06979) rose over 11% as research indicated that the liquor industry is moving towards a performance bottom, with expectations for a trend reversal in stock prices ahead of demand recovery [2] - Lithium stocks fell, with Tianqi Lithium (09696) down over 7.5% and Ganfeng Lithium (01772) down over 5.7%, due to anticipated long-term production halts affecting domestic lithium carbonate output by nearly 12% [2] - China General Nuclear Power (01816) increased over 3% as it plans to commission multiple nuclear units between 2025 and 2030, with expectations of a long-term price rebound in the Guangdong region [2] Group 2: Company Earnings Reports - Hillstone Technology (01478) reported a revenue of 8.832 billion RMB for the first half of the year, a year-on-year increase of 15.1%, and a net profit of 308 million RMB, up 167.6% [4] - Jinsongzi (06896) fell nearly 20% after issuing a profit warning, expecting a profit decrease of about 37% compared to the same period in 2024 [4] - Jinke Services (09666) rose over 7% after announcing an expected net profit of approximately 0 to 100 million RMB for the six months ending June 30, 2025, compared to a net loss of 194.4 million RMB in the same period last year [4] - Jingtai Holdings (02228) increased nearly 5%, forecasting a comprehensive income of no less than 500 million RMB for the first half of 2025, a year-on-year increase of at least 387% [4] Group 3: U.S. Stock Market Highlights - AMD (AMD.US) fell 0.28% after confirming it received preliminary approval for AI chip exports to China [6] - TSMC (TSM.US) rose 0.11% with July sales reaching approximately $10.806 billion, a year-on-year increase of 25.8% [6] - Micron Technology (MU.US) increased by 4.06% after raising its revenue guidance for Q4 2025 to $11.1 billion to $11.3 billion, citing improved DRAM pricing conditions [6] - Intel (INTC.US) rose 3.51% amid news of CEO Pat Gelsinger's planned discussions with the White House [7] Group 4: Emerging Companies and Innovations - Tesla (TSLA.US) rose 2.85% after applying for a power supply license in the UK, aiming to compete with local energy giants [8] - Bilibili (BILI.US) increased by 1.67%, with a report highlighting that 70% of China's Z+ generation are users of the platform, indicating strong user engagement [8] - XPeng Motors (XPEV.US) continued to rise by 5.84% as its new extended-range model entered the new vehicle announcement list, indicating an upcoming launch [8]

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]