万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 证券之星消息，2月13日南向资金增持69.48万股万洲国际（00288.HK）。近5个交易日中，获南向资金 增持的有3天，累计净增持147.93万股。近20个交易日中，获南向资金减持的有11天，累计净减持334.79 万股。截至目前，南向资金持有万洲国际（00288.HK）7.86亿股，占公司已发行普通股的6.12%。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-02-13 | 7.86亿 | 69.48万 | 0.09% | | 2026-02-12 | 7.85亿 | -183.00万 | -0.23 ...

证券之星消息，2月12日南向资金减持183.0万股万洲国际（00288.HK）。近5个交易日中，获南向资金 减持的有3天，累计净减持103.09万股。近20个交易日中，获南向资金减持的有11天，累计净减持378.03 万股。截至目前，南向资金持有万洲国际（00288.HK）7.85亿股，占公司已发行普通股的6.11%。 万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2026-02-12 | 7 ...

该行提及首选荐股包括万洲国际(00288)、友邦(01299)、港交所(00388)、新地(00016)、长和(00001)、创 科实业(00669)及银娱(00027)，上述公司均获"优于大市"评级。其中，万洲国际更为该行"高度确信"股 票。 此外，香港企业盈利预测自2025年7月起转为正面，在亚太区仅次于日本、韩国及中国台湾；香港股市 估值相对区内同业具吸引力，市盈率为16.7倍，略低于35年平均值17.2倍；除中国及东盟市场外，香港 市场距离历史高位最远，具追落后潜力。 智通财经APP获悉，中信里昂发布研报称，将香港市场比重提升至超配20%，主要考虑因素分别为香港 市场与中国市场的相关性降低，容许差异化配置；今年香港IPO市场料将超越2025年的表现，去年IPO 及配股集资总额达823亿美元；香港楼市自2021年以来首次录得按年升幅，楼市回暖将带动股市。 ...

万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 证券之星消息，2月11日南向资金增持101.4万股万洲国际（00288.HK）。近5个交易日中，获南向资金 减持的有3天，累计净减持305.49万股。近20个交易日中，获南向资金减持的有10天，累计净减持139.93 万股。截至目前，南向资金持有万洲国际（00288.HK）7.87亿股，占公司已发行普通股的6.13%。 ...

证券之星消息，2月9日南向资金减持131.15万股万洲国际（00288.HK）。近5个交易日中，获南向资金 减持的有3天，累计净减持524.99万股。近20个交易日中，获南向资金减持的有11天，累计净减持446.68 万股。截至目前，南向资金持有万洲国际（00288.HK）7.83亿股，占公司已发行普通股的6.1%。 万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Core Viewpoint - Southbound funds have reduced their holdings in Wan Zhou International (00288.HK) by 1.8154 million shares on February 6, indicating a trend of net selling over recent trading days [1] Group 1: Southbound Fund Activity - In the last 5 trading days, southbound funds have reduced their holdings on 3 days, with a total net reduction of 5.4726 million shares [1] - Over the past 20 trading days, there have been 10 days of net selling by southbound funds, totaling a net reduction of 2.8743 million shares [1] - Currently, southbound funds hold 785 million shares of Wan Zhou International, representing 6.11% of the company's total issued ordinary shares [1] Group 2: Company Overview - Wan Zhou International Limited primarily engages in the pork business and operates through three segments [1] - The meat products segment is involved in the production, wholesale, and retail of both low-temperature and high-temperature meat products [1] - The pork segment focuses on the slaughtering of live pigs, wholesale and retail of fresh and frozen pork, and pig farming [1] - The other segment handles poultry slaughtering and sales, along with providing related products and services such as logistics, seasoning production, and packaging materials [1]

证券之星消息，2月3日南向资金增持80.6万股万洲国际（00288.HK）。近5个交易日中，获南向资金增 持的有3天，累计净增持481.32万股。近20个交易日中，获南向资金增持的有12天，累计净增持807.71万 股。截至目前，南向资金持有万洲国际（00288.HK）7.89亿股，占公司已发行普通股的6.14%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 万洲国际有限公司是一家主要从事猪肉业务的投资控股公司。该公司通过三个分部运营业务。肉制品分 部从事低温肉制品及高温肉制品生产、批发及商业零售业务。猪肉分部从事屠宰生猪、生鲜猪肉及冷冻 猪肉的批发及商业零售和生猪养殖业务。其他分部从事家禽屠宰及销售。该分部还从事销售配套产品及 服务，如提供物流服务、生产调味料和天然肠衣、制造及销售包装材料、经营财务公司、地产公司及食 品零售连锁店、销售生物医疗材料、肉类相关产品贸易等。 ...

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: 萬洲國際有限公司 呈交日期: 2026年2月3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) | 00288 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | USD | | 0.0001 | USD | | 5,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 50,000,000,000 | USD | | 0.0001 | USD | | 5,000,000 | 本月底法定/註冊股本總額： USD 5,000,000 ...

Core Viewpoint - Wan Cheng International (00288) shows signs of recovery in the Chinese market, with expected growth in packaged meat sales driven by the expansion of professional distributors and emerging retail channels [1] Group 1: Chinese Market Performance - The company’s sales in China are stabilizing, with a forecasted low single-digit growth in packaged meat sales by Q4 2025, benefiting from the expansion of distribution channels [1] - Average selling prices may slightly decline year-on-year due to the introduction of more affordable products, but profitability per ton is expected to remain stable due to lower pork costs [1] - Management aims for a mid-single-digit sales growth in 2026, supported by improved price differentials and product structure optimization [1] Group 2: U.S. Market Performance - The growth momentum in the U.S. market continues, with a reduction in hog farming capacity to 11.5 million heads expected to enhance profit margins [1] - Favorable pork prices, projected to rise by 9% in 2025, along with lower feed costs, are anticipated to support double-digit growth in operating profit for Q4 [1] - In 2026, moderate growth in packaged meat sales is expected, as pork remains a more affordable protein source compared to beef, with pricing power and product mix optimization likely to drive mid-single-digit growth in operating profit [1] Group 3: Earnings Forecast - Based on improved profit outlooks in the U.S. and Europe, the company’s earnings forecast for the fiscal year 2026 has been raised by 2% [1]

Core Viewpoint - Wan Zhou International (00288) shows signs of recovery in the Chinese market, with expected growth in packaged meat sales driven by the expansion of professional distributors and emerging retail channels [1] Group 1: Chinese Market Performance - The company is expected to achieve low single-digit growth in packaged meat sales by Q4 2025, which is an improvement compared to previous quarters [1] - Average selling prices may slightly decline year-on-year due to the introduction of more affordable products, but profitability per ton is expected to remain stable due to lower pork costs [1] - Management aims for mid single-digit sales growth in 2026, supported by improved price differentials and product structure optimization [1] Group 2: U.S. Market Performance - The growth momentum in the U.S. market continues, with a reduction in hog farming capacity to 11.5 million heads expected to enhance profit margins [1] - Favorable pork prices, projected to rise by 9% in 2025, along with lower feed costs, are anticipated to support double-digit growth in operating profit for Q4 [1] - In 2026, moderate growth in packaged meat sales is expected, as pork remains a more affordable protein source compared to beef; pricing power, product mix optimization, and ongoing efficiency improvements may drive mid single-digit growth in operating profit [1] Group 3: Earnings Forecast - Based on improved profit outlooks in the U.S. and Europe, the company's earnings forecast for the fiscal year 2026 has been raised by 2% [1]