Ge Long Hui·2025-08-07 15:03Core Insights - SMIC (00981.HK) reported Q2 sales revenue of $2.209 billion, a decrease of 1.7% quarter-on-quarter, with a gross margin of 20.4%, down 2.1 percentage points [1] - For the first half of 2025, SMIC's sales revenue reached $4.46 billion, an increase of 22.0% year-on-year, with a gross margin of 21.4%, up 7.6 percentage points compared to the same period last year [1] - SMIC's guidance for Q3 indicates a revenue increase of 5% to 7% quarter-on-quarter, with a gross margin forecast of 18% to 20% [1] Financial Performance - China Mobile (00941.HK) reported a 5.0% increase in net profit to 84.2 billion yuan for the first half of the year, with an interim dividend of HKD 2.75 per share [2] - MGM China (02282.HK) reported a 11.3% decrease in profit attributable to owners, amounting to 2.3833 billion HKD [2] - Huahong Semiconductor (01347.HK) reported a profit of $8 million for Q2, an increase of 19.2% year-on-year and 112.1% quarter-on-quarter [2] - Sihuan Pharmaceutical (00013.HK) reported a net profit of $455 million for the first half of 2025 [2] - Innovent Biologics (01801.HK) reported total product revenue exceeding 5.2 billion yuan for the first half of the year, a growth of over 35% year-on-year [2] Operational Data - Longyuan Power (00916.HK) completed a power generation of 6.33 million MWh in July, representing a year-on-year growth of 2.44% [3] - China Mobile (00941.HK) added 1.499 million new customers in Q2 [4]