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周大福创建(00659.HK)：中期股东应占溢利按年增长15%至13.343亿港元

Ge Long Hui· 2026-02-26 08:41

集团的财务状况保持稳健。于2025年12月31日，集团的可动用流动资金总额约310亿港元，其中包括现金及银行结存约，其中包括现金及银行结存约209亿港元及备用已承诺银行信贷额约101亿港元。集团审慎且积极地管理其资产负债表，于2025年12月31日，集团一年内到期的债务下降28%至68亿港元，债务净额减少6%至138亿港元，以及净负债比率下降至34%。格隆汇2月26日丨周大福创建(00659.HK)公布中期业绩，截至2025年12月31日止六个月，公司股东应占溢利按年增长15%至13.343亿港元。尽管市况疲弱，集团的多元化业务展现平稳增长，整体应占经营溢利按年上，整体应占经营溢利按年上升3%至22.839亿港元。集团继续维持可持续及渐进的股息政策。集团的中期股息为每股0.28港元。 ...

珠宝首饰

金利来集团(00533.HK)盈警：预计2025年度净亏损3920万港元

Ge Long Hui· 2026-02-26 08:41

格隆汇2月26日丨金利来集团(00533.HK)发布公告，截至2025年12月31日止年度，预期集团本年度录得约3920万港元的公司拥有人应占亏损，而去年的溢利则为9310万港元。董事会认为亏损主要由于下列因素所致：预期集团投资物业公平价值亏损较去年上升约5470万港元；预期服装服饰销售额较去年下跌约1.572亿港元，反映消费者情绪趋于审慎。相应地，本年度服装服饰销售经计提存货减值准备的毛利较去年下跌约5950万港元；预期批授经营权收入较去年下跌约510万港元。 ...

GOLDLION HOLD(HK:00533)

服装服饰

国富氢能(02582.HK)：因认股权证行使而发行40.46万股

Ge Long Hui· 2026-02-26 08:41

格隆汇2月26日丨国富氢能(02582.HK)公布，根据认购协议，于2026年2月26日因认股权证行使而发行 40.46万股H股。 ...

GUOFUHEE(HK:02582)

理文造纸(02314.HK)拟3月10日举行董事会会议批准年度业绩

Ge Long Hui· 2026-02-26 08:41

格隆汇2月26日丨理文造纸(02314.HK)宣布，公司的董事会会议将于2026年3月10日举行，藉以（其中包括）批准公司及其附属公司截至2025年12月31日止年度的业绩及其发布，以及考虑派发末期股息。 ...

舜宇光学科技(02382.HK)拟3月30日举行董事会会议审批全年业绩

Ge Long Hui· 2026-02-26 08:41

格隆汇2月26日丨舜宇光学科技(02382.HK)发布公告，公司拟定于2026年3月30日假座香港中环皇后大道中5号衡怡大厦23楼2304-5室的会议室召开董事董事会会议，旨在：1.审阅及批准公司及其附属公司截至2025年12月31日止年度报告草案及全年业绩公告；2.审议派付末期股息(如有)的建议；及3.处理任何其他事务。 ...

SUNNY OPTICAL(HK:02382)

国富氢能(02582)因认股权证行使而发行40.46万股

智通财经网· 2026-02-26 08:40

智通财经APP讯，国富氢能(02582)发布公告，根据认购协议，该公司于2026年2月26日因认股权证行使而发行40.46万股H股。 ...

GUOFUHEE(HK:02582)

太惨了！阿里跌20%，腾讯跌24%，小米跌40%，美团跌62%，内资被套

Xin Lang Cai Jing· 2026-02-26 08:40

Core Viewpoint - The recent bull market has negatively impacted Hong Kong stocks, particularly major internet companies, which have experienced significant declines despite increased capital inflows from mainland investors [1]. Group 1: Tencent - Tencent's stock price has dropped from 683 HKD to 512 HKD, a decline of 24% [2]. - The acceleration in Tencent's stock decline is attributed to the loss of buyback support during the earnings report silence period, market sentiment affected by tax rumors, increased AI investments, and intensified industry competition [2]. Group 2: Alibaba - Alibaba's stock price has fallen from 186 HKD to 144 HKD, a decrease of 22% [4]. - The decline is driven by pressure on profitability, intensified competition, capital withdrawal, and a combination of liquidity and sentiment issues [4]. Group 3: Xiaomi - Xiaomi's stock has plummeted from 60 HKD to 35 HKD, representing a drop of over 40% [6]. - The decline is primarily due to pressure on smartphone business growth, rising costs, uncertainty in the automotive sector, and negative sentiment from executive share reductions [6]. Group 4: Netease - Netease's stock has decreased from 247 HKD to 174 HKD, a decline of 29% [8]. - The drop is linked to slowing revenue growth, significant declines in net profit, and high R&D and marketing expenses [8]. Group 5: Meituan - Meituan's stock has seen a dramatic fall from 217 HKD to 80 HKD, a staggering 62% drop [10]. - The decline is attributed to fierce price wars in food delivery and instant retail, increased subsidies, and rising operational costs [10]. Group 6: Kuaishou - Kuaishou's stock has dropped from 90 HKD to 64 HKD, a decline of 30% [12]. - The decline is driven by regulatory penalties, slowing growth in live streaming and e-commerce, and intensified competition [12]. Group 7: Ctrip - Ctrip's stock has experienced a sharp decline from 613 HKD to 400 HKD, a drop of 34% [14]. - The decline is due to antitrust investigations, declining quarterly performance, and governance concerns following executive departures [14]. Group 8: Tencent Music - Tencent Music's stock has fallen from 104 HKD to 56 HKD, with ongoing declines [16]. - The decline is linked to a drop in monthly active users, reliance on price increases for revenue, and competition from ByteDance's music services [16].