Core Insights - Metro Pacific Investments Corporation (MPIC) reported a strong growth momentum for the first half of 2025, with core net profit increasing by 20% to 15 billion pesos compared to 12.5 billion pesos in the same period of 2024 [1] - The financial and operational performance across MPIC's business portfolio improved, leading to an 18% increase in operational contribution to 17.5 billion pesos, driven by strong growth in MERALCO's power generation business, tariff adjustments by MAYNAD, and an increase in patient numbers across the MetroPacific Hospitals network [1] - In MPIC's core business, electricity remains the largest contributor, accounting for 11.2 billion pesos or 64% of operational net profit, while water and toll roads contributed 3.8 billion pesos and 3.3 billion pesos, representing 41% of operational net profit [1] - Reported net profit surged by 36% to 17 billion pesos, primarily driven by the proceeds from the sale of MPIC's oil storage company, Philippine Coastal Storage and Pipeline Corporation [1]

Core Insights - First Pacific Company Limited (00142.HK) reported a strong growth momentum for its subsidiary MPIC, with a 20% increase in core net profit to 15 billion pesos for the first half of 2025, compared to 12.5 billion pesos in the same period of 2024 [1] Financial Performance - MPIC's operational contribution rose by 18% to 17.5 billion pesos, driven by strong growth in MERALCO's power generation business, tariff adjustments by MAYNAD, and an increase in patient numbers across the MetroPacific Hospitals network [1] - The electricity sector remains the largest contributor to MPIC's core business, accounting for 11.2 billion pesos or 64% of the operational net profit, while water and toll roads contributed 3.8 billion pesos and 3.3 billion pesos, respectively, representing 41% of the operational net profit [1] - Reported net profit surged by 36% to 17 billion pesos, primarily due to the proceeds from the sale of MPIC's oil storage company, Philippine Coastal Storage and Pipeline Corporation [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並表明概不就因本公告之全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com METRO PACIFIC INVESTMENTS CORPORATION 有關其截至2025年6月30日止6個月之 未經審核綜合財務業績之自願新聞稿 概要 MPIC已於2025年8月6日刊發自願新聞稿，其載有關於其截至2025年6月30日止6 個月之未經審核綜合財務業績的財務資料。 根據香港聯合交易所有限公司證券上市規則第13.09(2)(a)條及香港法例第571章證 券及期貨條例第XIVA部之內幕消息條文之規定，第一太平有限公司（「第一太平」 或「本公司」）發表本公告，以向第一太平之股東及公眾提供有關第一太平集團於 2025年6月30日擁有約49.9%經濟權益之公司Metro Pacific Investments Corporation （「MPIC」）截至2025年6月3 ...

第一太平(00142)发布公告，公司拥有50.1%权益的附属公司PT INDOFOOD SUKSES MAKMUR TBK(Indofood)截至2025年6月30日止6个月取得收入81006.15亿印尼盾，同比增加38.65%;母公司权益持 有人应占本期间收入58382.59亿印尼盾，同比增加42.75%;每股基本盈利665印尼盾。 ...

智通财经APP讯，第一太平(00142)发布公告，公司拥有50.1%权益的附属公司PT INDOFOOD SUKSES MAKMUR TBK(Indofood)截至2025年6月30日止6个月取得收入81006.15亿印尼盾，同比增加38.65%;母 公司权益持有人应占本期间收入58382.59亿印尼盾，同比增加42.75%;每股基本盈利665印尼盾。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責， 對其準確性或完整性亦不發表任何聲明，並表明概不就因本公告之全部或任何部 份內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 第一太平有限公司 （根據百慕達法例註冊成立之有限公司） （股份代號：00142） 網址：www.firstpacific.com PT INDOFOOD SUKSES MAKMUR TBK 就其截至2025年6月30日止6個月之 未經審核綜合財務業績發表公告 根據香港聯合交易所有限公司（「香港聯交所」）證券上市規則第13.09(2)(a)條及香 港法例第571章證券及期貨條例第XIVA部之內幕消息條文之規定，第一太平有限 公司（「第一太平」或「本公司」）發表本公告，以向第一太平之股東及公眾提供有關 本公司之附屬公司PT Indofood Sukses Makmur Tbk（「Indofood」）截至2025年6月 30日止6個月之未經審核綜合財務業績之相關資料。 概要 Indofood之董事會批准刊發其截至2025年6月30日止6個月之未經審核綜合財務業 績，該未經審核綜合財務業績已於2025年7月31日向 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 第一太平有限公司 呈交日期: 2025年7月31日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00142 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 6,000,000,000 | USD | | 0.01 USD | | 60,000,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 6,000,000,000 | USD | | 0.01 USD | | 60,000,000 | 本月底法定/註冊股本總額： USD 60,000,000 FF301 II. 已發行股份 ...

Group 1 - The core viewpoint of the articles indicates that Shenzhen's Grade A office market is experiencing increased vacancy rates and a shift towards aggressive pricing strategies by landlords to attract tenants amid market pressures [1][2] - In the first half of the year, Shenzhen's Grade A office market saw a supply of 352,000 square meters, bringing the total stock to 11.729 million square meters, with an average vacancy rate rising to 30.6% [1] - The leasing activities from sectors such as artificial intelligence, semiconductors, and software services remain relatively positive, while financial and trade sectors show stable demand [1] Group 2 - The office market in key areas like Nanshan, Futian, and Luohu exhibits distinct characteristics, with a focus on intelligent, green, and flexible office space designs gaining traction [2] - The demand for quality office projects in the Houhai area has been driven by the technology, finance, and professional services industries, indicating a growth in leasing activity [2] - Alibaba's real estate management in the Houhai area aims to leverage Shenzhen's strengths in technology innovation and digital economy to foster a cluster of industries centered around digital technology and artificial intelligence [2]

Group 1: Market Overview - The Guangzhou real estate market is showing signs of recovery, driven by high-quality development goals and the "12218" modern industrial system, which injects new momentum into the market [2][4] - The market is experiencing a structural adjustment with limited new demand for office spaces, leading to an increase in vacancy rates [4][8] - The retail sector is seeing a slowdown in brand expansion, with property owners diversifying promotional strategies to attract customers [5][8] Group 2: Office Market Insights - In the first half of 2025, eight new office projects were delivered, adding a total of 323,000 square meters to the market, with total Grade A office stock reaching 7.506 million square meters, a year-on-year increase of 6.1% [4] - The net absorption of office space recorded 37,000 square meters, a decline of 21.2% compared to the same period last year, resulting in an average vacancy rate of 22.6% [4][8] - Emerging business districts like the International Financial City and Pazhou are leading the market in absorption, contributing significantly to the overall demand [4] Group 3: Retail Market Trends - The retail market's total stock increased by 1.0% to 7.632 million square meters, with a new shopping center opening in the second quarter [8] - The average vacancy rate in retail spaces showed slight fluctuations, ending the second quarter at 12.7% [8] - The rental index for retail spaces remained stable compared to the first quarter, with an average rent of RMB 619.1 per square meter per month [8] Group 4: Residential Market Dynamics - The supply of new residential projects decreased by 0.5% year-on-year, with a total of 2.087 million square meters supplied in the first half of 2025 [6][8] - The second quarter saw a significant rebound in transaction volume, with a 35.8% increase in sales area, totaling 1.623 million square meters [8] - The average price for new residential properties reached RMB 44,494 per square meter, reflecting an 18.4% increase from the previous quarter [8] Group 5: Future Outlook and Opportunities - The Guangzhou real estate market is expected to see an influx of 398,000 square meters of new supply in the second half of 2025, pushing total stock to over 8 million square meters by year-end [8] - The trend of consumer preferences is shifting towards experiential and value-driven purchases, indicating potential growth in sectors like leisure and cultural brands [8] - The report on Chinese enterprises going global highlights the significant role of manufacturing in shaping global industrial patterns, with Southeast Asia emerging as a key investment destination [9]

Summary of Key Points Core Viewpoint - The LME (London Metal Exchange) reports a decrease in the inventory levels of various non-ferrous metals, indicating potential supply tightening in the market [1]. Inventory Changes - Copper inventory stands at 152,375 tons, down by 1,925 tons [1] - Aluminum inventory is at 375,075 tons, reduced by 2,250 tons [1] - Nickel inventory totals 200,142 tons, decreasing by 720 tons [1] - Zinc inventory is recorded at 141,375 tons, down by 2,075 tons [1] - Lead inventory is at 288,550 tons, with a reduction of 2,500 tons [1] - Tin inventory remains unchanged at 2,680 tons [1]