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： 騰訊控股有限公司 呈交日期： 2025年10月3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 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | 00700 | 說明 | | | | | | | | 多櫃檯證券代號 | 80700 | RMB 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 ...

Group 1 - Tencent Holdings (00700) announced a share buyback plan, intending to repurchase 812,000 shares at a cost of HKD 550.3 million [1]

Core Viewpoint - Tencent Holdings announced a share buyback plan, committing to repurchase 812,000 shares for a total expenditure of HKD 550.3 million, scheduled for October 2, 2025 [1] Group 1 - Tencent Holdings will spend HKD 550.3 million on the buyback [1] - The company plans to repurchase a total of 812,000 shares [1] - The buyback is set to take place on October 2, 2025 [1]

表格類別： 股票 狀態： 新提交 公司名稱： 騰訊控股有限公司 呈交日期： 2025年10月2日 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) 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 | | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | | 是 | | | 證券代號 (如上市) | | 00700 | 說明 | | | | | | | | 多櫃檯證券代號 | | 80700 | RMB 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | | | ...

Core Viewpoint - Tencent Holdings' stock price reached a four-and-a-half-year high, with an intraday increase of over 2.5%, peaking at 680 HKD per share [1] Group 1 - Tencent's stock price has been on an upward trend, indicating strong market performance [1] - The stock's peak of 680 HKD per share marks a significant milestone for the company [1]

Core Viewpoint - Tencent Holdings' stock price reached a four-and-a-half-year high, peaking at 683 HKD per share, with an intraday increase of nearly 3% [1] Group 1 - Tencent's stock price performance indicates strong market confidence and potential growth prospects [1]

Group 1 - Tencent Holdings' stock price reached a new four-and-a-half-year high on October 2, with an intraday increase of over 2.5% [1] - The stock peaked at 680 HKD per share, marking a significant milestone for the company [1] - As of 9:50 AM, Tencent Holdings was up 2.49%, trading at 679.5 HKD per share [1]

Core Points - The U.S. government shutdown continues as the Senate again rejected a temporary funding bill, leading to potential disruptions in public services and economic data releases [6][7][9] - Major U.S. stock indices saw slight gains, with the Dow Jones and S&P 500 reaching record closing highs, indicating resilience in the market despite the ongoing shutdown [2][4] - Morgan Stanley's report suggests that the government shutdown may amplify market volatility, with potential GDP impacts estimated at a reduction of approximately 0.1% for each week of the shutdown [9][10] Market Performance - The Dow Jones increased by 0.09% to 46,441.1 points, and the S&P 500 rose by 0.34% to 6,711.2 points, both achieving record closing highs [2] - Notable stock performances included Merck up 7.38%, Nike up 6.47%, and Amgen up 5.78%, leading the Dow [2] - The Nasdaq China Golden Dragon Index rose by 1.44%, with key Chinese stocks like Baidu up 4.30% and JD.com up 3.40%, outperforming the broader market [4][5] Economic Implications - The government shutdown has led to approximately 750,000 federal employees being furloughed, with essential services being maintained [7][9] - Morgan Stanley highlighted that the impact of the shutdown on financial markets and overall economic activity will depend on its duration, with historical data suggesting limited long-term effects [9][10] - The inability to release key economic data due to the shutdown may lead to fluctuations in bond yields and increased stock market volatility [10]

Core Points - Tencent Holdings has been actively repurchasing its shares, with a total of 8.32 million shares bought back on September 30 at prices ranging from HKD 657.50 to HKD 666.50, amounting to HKD 551 million [2] - The stock has seen a cumulative increase of 11.99% since the start of the buyback program on August 18, during which the company repurchased a total of 28.34 million shares for a total of HKD 17.619 billion [2] - Year-to-date, Tencent has conducted 94 repurchase transactions, acquiring a total of 117 million shares for a total expenditure of HKD 57.662 billion [2] Repurchase Details - On September 30, 2025, Tencent repurchased 83,200 shares at a maximum price of HKD 666.50 and a minimum price of HKD 657.50, totaling HKD 55.096 million [2] - The repurchase activity has been consistent, with the company executing buybacks for 32 consecutive days since August 18, 2025 [2] - The stock closed at HKD 663.00 on the same day, reflecting a 0.45% increase with a total trading volume of HKD 13.654 billion [2]

Core Insights - The "Guangdong-Hong Kong-Macao Greater Bay Area Blue Book: Construction Report (2025)" indicates that the economic total of the Greater Bay Area will reach 14.79 trillion yuan in 2024, surpassing New York and San Francisco, and ranking alongside the Tokyo Bay Area globally [1] - The report highlights the steady economic growth of the Greater Bay Area, evidenced by the brand value of listed companies [1] Company Insights - In 2025, the Greater Bay Area will have 589 companies listed in the "Top 3000 Chinese Listed Companies by Brand Value," with a total brand value of 80,355.99 billion yuan [2] - Tencent Holdings leads the brand value rankings with 26,823.97 billion yuan, exceeding the combined brand value of the other nine companies in the top ten [2][3] - Other notable companies in the top ten include Midea Group, BYD, and China Ping An, each with brand values exceeding 3,000 billion yuan [2][3] Industry Insights - The internet industry dominates the brand value landscape in the Greater Bay Area, with a total brand value of 27,151.02 billion yuan, significantly higher than other industries [6][8] - The home appliance industry ranks second, with a brand value increase of 1,661.24 billion yuan in 2025 [6][8] - The real estate industry has seen a decline in brand value, dropping over 2,000 billion yuan in the past four years [6][8] - The automotive industry, led by companies like BYD, has experienced a brand value increase of over 2,000 billion yuan [6][8] City Insights - Shenzhen has the highest number of listed companies and total brand value in the Greater Bay Area, with a notable increase of 26 companies and a brand value growth of 11,752.39 billion yuan from 2022 to 2025 [4][5] - In contrast, Guangzhou has seen a decrease in the number of listed companies over the past four years, with a total brand value growth of only 308.24 billion yuan [6] - The key factors supporting Shenzhen's leading position include a concentration of high-tech industries, a favorable business environment, and strong recognition from talent and capital [6]