中芯国际(00981)获净买入7.14亿港元。消息面上，美国近期计划撤销半导体豁免政策。东方证券指出， 台积电、三星电子和SK海力士等半导体制造商在中国大陆的工厂在其全球供应链中具有重要地位。这 些工厂同时具有中国大陆的市场、政策、资源和人才等成本优势，及母公司的技术和设备优势。若豁免 权取消，其相较本土晶圆厂竞争设备和技术优势将受削弱，利好本土晶圆厂。 智通财经APP获悉，6月30日港股市场，北水成交净买入52.2亿港元，其中港股通(沪)成交净买入23.93亿 港元，港股通(深)成交净买入28.26亿港元。 北水净买入最多的个股是建设银行(00939)、中芯国际(00981)、美团-W(03690)。北水净卖出最多的个股 是阿里巴巴-W(09988)、中国银行(03988)、腾讯(00700)。 | 股票名称 | 买入额 | 卖出额 | 杀卖出额 | | --- | --- | --- | --- | | | | | 净流入 | | 国泰君安 ... | | | 67.05亿 | | HK 01788 | 33.38亿 | 33.66亿 | -2757.79万 | | 小米集团-W | 29.68 乙 | ...

Core Viewpoint - Country Garden announced on the Hong Kong Stock Exchange that it will have sufficient financial resources to maintain its operations for at least twelve months starting from December 31, 2024 [1] Financial Resources - The company emphasized its capability to sustain operations, indicating a focus on financial stability and resource management [1]

Group 1 - A strategic cooperation agreement has been established among Baidang Co., Muxi Integrated Circuit Co., and Huitian Network Technology Co. to promote innovation in "data intelligence," "computing power infrastructure," and "cloud network platforms" [1][2] - The collaboration aims to create integrated hardware and software solutions for enterprise clients, focusing on key application scenarios such as transaction management, financial risk control, and decision optimization [1][2] - Muxi is recognized as a leading domestic GPU chip company, specializing in high-end general-purpose GPU development, with products that have significant advantages in AI training, intelligent computing, and graphics rendering [1][2] Group 2 - Huitian Network provides a range of services including IT infrastructure, big data, and cloud computing, catering to financial institutions and major internet companies [2] - Baidang Co. is a leading data intelligence enterprise in China, serving over 28 million users and offering comprehensive digital solutions that leverage AI and big data [2] - The signing ceremony was attended by executives from all three companies, emphasizing the importance of leveraging their core strengths to build a new paradigm of "data intelligence + domestic computing power + cloud service platform" [3]

Group 1 - The company reported a revenue of approximately 11.657 billion HKD for the fiscal year ending March 31, 2025, representing a year-on-year decline of 9.4% [1] - The net profit for the same period was approximately 1.075 billion HKD, which reflects a significant year-on-year decrease of 29.9% [1]

香港交易所信息显示， 贝莱德在 理想汽车-W的持股比例于06月24日从4.79%升至5.03%。 ...

Core Viewpoint - Xunzhong Communication Technology Co., Ltd. plans to issue 30.44 million H-shares and is expected to be listed on the Hong Kong Stock Exchange on July 9, 2025, aiming to raise approximately HKD 4.12 billion to HKD 4.61 billion [1][3]. Company Overview - Xunzhong Communication is a full-stack cloud communication service provider, with its main business including cloud communication services, intelligent communication solutions, and other communication solutions [4]. - The company was established in September 2008 and is currently listed on the New Third Board since June 16, 2015 [3][4]. Financial Performance - Revenue for 2022, 2023, and 2024 was approximately RMB 810 million, RMB 916 million, and RMB 918 million, respectively, with gross profits of RMB 195 million, RMB 196 million, and RMB 203 million [5][6]. - Net profits for the same years were RMB 74.66 million, RMB 76.58 million, and RMB 50.64 million [5][6]. Fundraising and Use of Proceeds - The expected share price range is HKD 13.55 to HKD 15.15, with a median price of HKD 14.35, leading to a net fundraising amount of approximately HKD 3.91 billion [3][6]. - The company plans to allocate approximately 45.4% of the raised funds for continuous improvement and development of services and solutions, 15.6% for expanding sales channels, 16.2% for acquisitions in China, 12.8% for repaying outstanding loans, and 10.0% for working capital and other general corporate purposes [6]. Key Shareholders - Major shareholders include Park Seong-geun, Chengdu Unicom Innovation Investment, and Huagai Capital, with Park Seong-geun being the largest shareholder holding 27.36% [4].

Core Viewpoint - FORTIOR (峰绍科技) is set to launch an IPO on the Hong Kong Stock Exchange, aiming to raise approximately HKD 19.64 billion through the issuance of 16.2995 million H-shares at a price of HKD 120.5 per share [1][3]. Group 1: IPO Details - The company has entered into cornerstone investment agreements with 10 investors, collectively subscribing to approximately USD 112 million worth of shares [3]. - The expected net proceeds from the IPO are around HKD 18.46 billion [1]. Group 2: Financial Performance - FORTIOR's revenue for 2022, 2023, and 2024 is projected to be approximately RMB 3.23 billion, RMB 4.11 billion, and RMB 6.00 billion, respectively [7]. - The gross profit for the same years is expected to be around RMB 1.85 billion, RMB 2.17 billion, and RMB 3.16 billion, with net profits of RMB 1.42 billion, RMB 1.75 billion, and RMB 2.22 billion [7]. Group 3: Use of Proceeds - Approximately 34% of the net proceeds from the IPO will be allocated to enhancing research and innovation capabilities [8]. - About 10% is planned for enriching the product portfolio and expanding downstream applications [8]. - Approximately 16% will be used to expand the overseas sales network and promote products in international markets [8]. - Around 30% is expected to be allocated for strategic investments and/or acquisitions [8]. - An additional 10% is anticipated for working capital and general corporate purposes [9].

Core Viewpoint - The approval of the combination therapy of Savolitinib (ORPATHYS®) and Osimertinib (TAGRISSO®) by the National Medical Products Administration of China represents a significant advancement in the treatment of advanced or metastatic non-squamous non-small cell lung cancer (NSCLC) with EGFR mutations and MET amplification after prior EGFR TKI therapy [1][2]. Company Summary - Hutchison China MediTech Limited (和黄医药) announced the approval of its combination therapy, which is a milestone in addressing the challenges faced by NSCLC patients in China [2]. - The approval will trigger a milestone payment of $11 million from AstraZeneca, which is responsible for the sales of both drugs in China [1]. - The CEO of Hutchison China MediTech emphasized the importance of collaboration with AstraZeneca in achieving this significant progress in treating MET-driven resistance in NSCLC patients [2]. Industry Summary - The combination therapy provides a new oral treatment option for NSCLC patients who develop MET amplification after treatment with EGFR inhibitors, addressing a critical resistance mechanism [2]. - The approval marks the third indication for Savolitinib in China, highlighting the ongoing development and expansion of treatment options for lung cancer patients [2].

Core Viewpoint - 泰德医药 (Zhejiang Taide Pharmaceutical Co., Ltd.) has successfully listed on the Hong Kong Stock Exchange, with an initial trading price of 30.3 HKD and a closing price of 30.8 HKD, reflecting a slight increase of 0.65% on the first day of trading [1]. Summary by Relevant Sections IPO Details - The final offer price for the shares was set at 30.6 HKD, raising a total of 514.08 million HKD. After deducting estimated listing expenses of 85.31 million HKD, the net proceeds amounted to 428.77 million HKD [3][4]. Share Distribution - A total of 16,800,000 H-shares were issued, with an equal split of 8,400,000 shares allocated for public offering in Hong Kong and international offering [1]. Key Investors - The cornerstone investors for the IPO include Shiyao and Welight Capital [4]. Business Focus - The company primarily provides Contract Research Organization (CRO) services, focusing on peptide NCE discovery synthesis, and Contract Development and Manufacturing Organization (CDMO) services, which include peptide CMC development and commercial production. The services are mainly centered on providing Active Pharmaceutical Ingredients (API) rather than finished drugs [4]. Use of Proceeds - The funds raised will be utilized for expanding service capabilities and production capacity in the U.S. and China, increasing production capacity in China, establishing sales and after-sales service networks in more regions, and general corporate purposes [4]. Financial Performance - Projected revenues for 2022, 2023, and 2024 are 351 million RMB, 337 million RMB, and 442 million RMB, respectively. The net profits for the same years are expected to be 53.98 million RMB, 48.91 million RMB, and 59.17 million RMB [5][6].

智通财经APP讯，中国水务(00855)发布截至2025年3月31日止年度业绩，该集团期内取得收益116.57亿 港元;公司拥有人应占溢利10.75亿港元;每股基本盈利0.66港元;拟派发末期股息每股15港仙。 步入2025年，全球地缘政治冲突升温，面对贸易紧张局势加剧、面对外围经济放缓及内需修复需时等多 挑战，中央政府推出政策组合拳(如货币宽松与财政扩张)"稳增长、扩内需"，国内经济稳中向好的长期 趋势未变。受益于低通胀环境与水价市场化机制加速推进，全国多城市已启动水价调整程序，最近广 州、深圳自来水价格改革方案的落地，相信对各地城市上调水价起到催化作用。水务行业整体运行韧性 凸显，盈利改善趋势逐步显现，叠加内地减息降准，融资成本下降拐点呈现，供水企业盈利修复趋势将 持续。 展望未来，集团始终秉持"以水为本，达善社会"的宗旨，紧抓政策红利与技术革新机遇，推动轻重资产 结合的可持续发展模式，继续深耕"分质供水"主赛道，强化供水与直饮水双主业协同发展，通过技术升 级和服务推动从"安全用水"向"健康用水"的品质跃升。集团将紧抓绿色低碳转型机遇，扩大直饮水项目 等增值服务的覆盖范围，打造差异化竞争力，培育可持续增长 ...