证券之星消息，2月6日南向资金增持64.1万股新濠国际发展（00200.HK）。近5个交易日中，获南向资金增持的有4天，累计净增持202.7万股。近 20个交易日中，获南向资金增持的有10天，累计净增持30.6万股。截至目前，南向资金持有新濠国际发展（00200.HK）1.47亿股，占公司已发行 普通股的6.46%。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-02-06 | 1.47亿 | 64.10万 | 0.44% | | 2026-02-05 | 1.46 Z | 114.70万 | 0.79% | | 2026-02-04 | 1.45亿 | 17.20万 | 0.12% | | 2026-02-03 | 1.45亿 | -24.80万 | -0.17% | | 2026-02-02 | 1.45亿 | 31.50万 | 0.22% | 新濠国际发展有限公司是一家主要从事娱乐场及酒店业务的投资控股公司。该公司通过两个分部运营业务。娱乐场及酒店分部经营娱乐场及提供 酒店服务及设施，包括博彩、住宿、餐饮、娱乐表演 ...

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 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 | 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) | 00200 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 2,275,025,632 | | | | 2,275,025,632 | | 增加 / 減少 (-) | | | 0 | | | | | | 本月底結存 | | | 2,275,025,632 | | 0 | | 2,275,025,632 | 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截 ...

消息面上，澳门博彩监察协调局近日公布数据显示，1月博彩毛收入226.33亿澳门元，同比增长24%， 较前一个月升8.4%。摩根士丹利研报指出，澳门今年一月博彩总收入优于市场预期。又因农历新年8日 假期全落在二月，预计该月应能获得额外增长动力，估计收入将同比增长22%。中金预计2026年2月的 博彩总收入将在210-224亿澳门元之间，日均收入为7.50-8.00亿澳门元。 智通财经APP获悉，博彩股再度走高，截至发稿，新濠国际发展(00200)涨6.32%，报4.54港元；永利澳 门(01128)涨4.28%，报6.09港元；银河娱乐(00027)涨4.11%，报42.08港元；美高梅中国(02282)涨 1.26%，报12.85港元。 ...

博彩股再度走高，截至发稿，新濠国际发展(00200)涨6.32%，报4.54港元；永利澳门(01128)涨4.28%， 报6.09港元；银河娱乐(00027)涨4.11%，报42.08港元；美高梅中国(02282)涨1.26%，报12.85港元。 消息面上，澳门博彩监察协调局近日公布数据显示，1月博彩毛收入226.33亿澳门元，同比增长24%， 较前一个月升8.4%。摩根士丹利研报指出，澳门今年一月博彩总收入优于市场预期。又因农历新年8日 假期全落在二月，预计该月应能获得额外增长动力，估计收入将同比增长22%。中金预计2026年2月的 博彩总收入将在210-224亿澳门元之间，日均收入为7.50-8.00亿澳门元。 ...

Group 1: Robotics Sector - The robotics concept stocks experienced a significant surge, with Tianqi Co., Ltd. (002009) and Baida Precision Engineering (603331) hitting the daily limit up, while Ruixin Technology and ST Saiwei rose over 11% [1][2] - Notable stocks in the robotics sector included: - Sikan Technology (688583) with a 20% increase - Ruixin Technology (300828) up by 11.13% - ST Saiwei (300044) rising by 11.07% - Oke Yi (688308) increasing by 10.28% - Changfei Optical Fiber (601869) and Tianqi Co., Ltd. both up by 10% [2] Group 2: Robotics Innovation Center - On January 29, the Beijing Humanoid Robot Innovation Center's pilot verification platform was officially launched, marking the first humanoid robot pilot verification platform in Beijing [3] - The platform includes small-batch production lines and testing laboratories, capable of providing comprehensive pilot services from core components to complete machines, with a production capacity of 5,000 humanoid robots annually [3] Group 3: Paper Industry - The paper sector also saw gains, with Yueyang Forest Paper hitting the daily limit up, while other stocks like Songyang Resources, Minshida, and Hengda New Materials followed suit [3][4] - Key performers in the paper industry included: - Yueyang Forest Paper (600963) with a 10.04% increase - Songyang Resources (603863) up by 9.44% - Minshida (920394) rising by 6.91% [4]

证券之星消息，1月29日南向资金减持32.6万股新濠国际发展（00200.HK）。近5个交易日中，获南向资金增持的有3天，累计净增持173.4万股。 近20个交易日中，获南向资金增持的有11天，累计净增持53.7万股。截至目前，南向资金持有新濠国际发展（00200.HK）1.45亿股，占公司已发 行普通股的6.38%。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-01-29 | 1.45亿 | -32.60万 | -0.22% | | 2026-01-28 | 1.46亿 | -58.40万 | -0.40% | | 2026-01-27 | 1.46亿 | 129.50万 | 0.89% | | 2026-01-26 | 1.45 Z | 72.80万 | 0.50% | | 2026-01-23 | 1.44亿 | 62.10万 | 0.43% | 新濠国际发展有限公司是一家主要从事娱乐场及酒店业务的投资控股公司。该公司通过两个分部运营业务。娱乐场及酒店分部经营娱乐场及提供 酒店服务及设施，包括博彩、住宿、餐饮、娱 ...

Core Viewpoint - ST Dehao (002005.SZ) expects a net profit attributable to shareholders of 22 million to 33 million yuan for 2025, indicating a turnaround from losses, while the net profit after deducting non-recurring gains and losses is projected to be between -142 million and -133 million yuan [1] Group 1: Performance Factors - The company's small home appliance export business revenue is expected to decline by approximately 12% to 16% compared to the same period last year [2] - Despite an increase in sales volume for the LED packaging business, revenue is anticipated to decrease by about 6% to 8% due to reduced overseas backlight orders and intensified industry competition [2] - The impact of ongoing business operations on net profit attributable to shareholders is estimated to be between -68 million and -95 million yuan, reflecting a reduction in losses of approximately 6.2 million to 35 million yuan compared to the previous year, with a year-on-year loss reduction of about 27% to 47% [2] Group 2: Asset Management and Non-Recurring Gains - Following the termination of the LED business, the company will continue to incur depreciation and impairment provisions on unsold related assets, which is expected to negatively impact net profit by approximately -47 million to -65 million yuan [2] - The anticipated impact of non-recurring gains and losses on net profit is estimated to be between 155 million and 175 million yuan, primarily from the disposal of idle assets in Dalian and gains from the gradual settlement of historical debts [2]

Core Viewpoint - The gaming stocks are under pressure, with significant declines observed in major companies such as New World Development, Sands China, Wynn Macau, and MGM China, following the release of Macau's gaming revenue data for December 2025 [1] Group 1: Market Performance - New World Development (00200) fell by 3.31% to HKD 4.09 [1] - Sands China (01928) decreased by 3.16% to HKD 19 [1] - Wynn Macau (01128) dropped by 2.5% to HKD 5.84 [1] - MGM China (02282) declined by 1.84% to HKD 12.28 [1] Group 2: Revenue Insights - Macau's gross gaming revenue for December 2025 was MOP 20.89 billion, representing a year-on-year increase of 14.8% [1] - The total gross gaming revenue for the first 12 months of 2025 reached MOP 247.404 billion, up 9.1% year-on-year [1] - Factors driving the revenue performance included the continued rollout of high-end property projects and increased visitor numbers due to various entertainment activities and promotional plans [1] Group 3: Future Projections - CICC forecasts that total gaming revenue for January 2026 will range from MOP 20.2 billion to MOP 21.7 billion, with daily gaming revenue expected to be between MOP 650 million and MOP 700 million, reflecting a year-on-year growth of 10% to 19% [1] - However, compared to January 2019, the revenue is projected to decline by 13% to 19% [1]

Group 1 - The gaming stocks are under pressure, with New World Development down 3.31% to HKD 4.09, Sands China down 3.16% to HKD 19, Wynn Macau down 2.5% to HKD 5.84, and MGM China down 1.84% to HKD 12.28 [1] - The Macao Gaming Inspection and Coordination Bureau reported that the gross gaming revenue for December 2025 was MOP 20.89 billion, a year-on-year increase of 14.8% [1] - For the first 12 months of 2025, the total gross gaming revenue in Macao reached MOP 247.404 billion, reflecting a year-on-year growth of 9.1% [1] Group 2 - CICC expects the total gaming revenue for January 2026 to be between MOP 20.2 billion and MOP 21.7 billion, with daily gaming revenue projected to be between MOP 650 million and MOP 700 million, representing a year-on-year growth of 10% to 19%, but a decline of 13% to 19% compared to January 2019 [1] - The performance of total gaming revenue in December was driven by factors such as the continued rollout of high-end property projects and various entertainment activities that boosted visitor growth, although low VIP win rates have negatively impacted overall revenue [1]

Group 1 - The Hong Kong gaming stocks are experiencing a downturn, with notable declines in shares such as Melco International Development down nearly 4%, Sands China down 3%, and others like Wynn Macau and Amax Holdings down over 2% [1] - The Macau Gaming Inspection and Coordination Bureau reported that the gross gaming revenue for December 2025 reached 20.89 billion MOP, representing a year-on-year increase of 14.8% [1] - Cumulative gross gaming revenue for the first 12 months of 2025 in Macau was 247.404 billion MOP, reflecting a year-on-year growth of 9.1% [1] Group 2 - Citigroup's research indicated that the December 2025 gaming revenue in Macau was 20.888 billion MOP, averaging approximately 674 million MOP per day, which is a 15% increase year-on-year and about 91% of the levels seen in December 2019 [1] - The reported figures were approximately 5% lower than Citigroup's forecast and about 3% below market expectations [1] - Some institutions noted that while the performance of the Macau gaming industry in Q4 2025 and for the entire year was strong, there has been a profound structural change, leading to a cautious outlook for growth in 2026 [1]