待股份合并生效后，将股份的每手买卖单位由10000股股份变更为5000股合并股份。 嘉鼎国际集团(08153)发布公告，公司建议实施股份合并，基准为将每20股每股面值0.0001港元的已发行 及未发行股份合并为1股每股面值0.002港元的已发行合并股份。 ...

汇舸环保(02613)发布公告，截至2025年6月30日止六个月，集团预计将取得约人民币500万元至人民币 800万元的期内溢利，而上年同期的期内溢利约为人民币8210万元。期内溢利下滑主要归因于：(1)地缘 政治紧张局势叠加近期关税波动对中国船舶制造业及航运业的影响;(2)报告期内修造船计划变动，导致 部分于2025年前签订的金额较大的在手订单延期交付;(3)2025年初签订的大部分新订单均属长周期项 目，致相关订单尚未履行完毕，故相应收入未能在报告期内确认。 ...

Group 1 - The company MacroLink (09930) announced the decision to grant 5.65 million restricted shares to its executive director and CEO, Mr. Zhan Jing, under the restricted share award plan [1] - The granted shares represent approximately 0.18% of the total issued shares of the company as of the announcement date [1] - The grant of shares will only become effective upon Mr. Zhan's acceptance of the restricted shares [1]

Group 1 - The company announced the grant of 5.65 million restricted shares to its executive director and CEO, Mr. Zhan, under the restricted share award plan [1] - The granted shares represent approximately 0.18% of the total issued shares of the company as of the announcement date [1] - The grant is subject to Mr. Zhan's acceptance of the restricted shares before it becomes effective [1]

Group 1 - Kuaishou has launched an independent "takeaway" entry on its local life service page [1] - In the second quarter of this year, the number of paying users for Kuaishou's local takeaway products increased by over 300% quarter-on-quarter [1]

Core Viewpoint - Geely Automobile reported strong sales growth in July 2025, with a total of 238,000 vehicles sold, representing a year-on-year increase of 57.7% and a month-on-month increase of 0.7% [1] Sales Performance - July sales reached 238,000 units, with a cumulative total of 1.647 million units sold from January to July 2025, marking a year-on-year increase of 48.8% [1] - New energy vehicle sales in July exceeded 130,000 units, showing a year-on-year growth of 120.4% and accounting for 54.7% of total sales, an increase of 15.6 percentage points year-on-year [1] Model Breakdown - Sales by brand in July included 194,000 units for Geely, 27,000 units for Lynk & Co, and 17,000 units for Zeekr, with year-on-year increases of 70.0%, 27.9%, and 8.4% respectively [1] - The Galaxy model sold 95,000 units in July, reflecting a significant year-on-year increase of 237.2% [1] Export Performance - In July, Geely exported 35,000 vehicles, which is a year-on-year increase of 6.0% but a month-on-month decrease of 11.8% [1] Product Strategy - Geely plans to launch 10 new energy models in 2025, including 5 new models and several updated versions under the Geely brand [2] - The company is focusing on smart technology integration, with new models expected to feature advanced driving assistance systems [2] Platform and Profitability - The GEA architecture is expected to support a new product cycle, enhancing the transition to new energy vehicles and improving profitability [3] - The company anticipates a net profit of 16.1 billion yuan for 2025, with a price-to-earnings ratio of 10X [3]

机构：长江证券 研究员：徐科/任楠/贾少波/李博文/盛意 概况：手握优质对港供水业务，全国化布局的广东水务国企公司由广东省人民政府和广东省财政厅间接 持股58.27%股权，下设水资源&物业投资&酒店持有、经营及管理&能源项目、道路及桥梁&百货运营 五大业务板块，其中水资源板块税前利润贡献占公司整体税前利润81%，核心项目为广东省政府于2000 年粤海集团重组时对粤海投资注入的东深供水项目30 年特许经营权。2023-2024 年公司业绩受地产子公 司粤海置地拖累严重，2025 年1 月公司通过实物分派粤海置地股份的方式支付特别股息，后续业绩确定 性增强。 水资源：持对港供水资产，整体表现稳健 东深供水项目：港、深、莞刚需供水，量价稳健。项目年供水能力24.23 亿立方米，目前香港淡水的 70%-80%、深圳用水的50%以上、东莞沿线8 镇用水的80%左右，都来自东深供水项目。2024 年项目对 港供水量占总供水量39%，对港供水收入占项目总收入81%。 对港供水：1）量：近4 年东深项目对港供水量基本接近上限8.2 亿方；香港地区用水主要系居民生活用 水，长期结构稳定，人口基数支撑东深供水项目供水量接近协议上 ...

上半年，集团持续优化债务结构，压降短期负债，短债占比低于20%，创历史新低。同时，现金储备充 裕，现金短债比2.5倍以上，创历史新高，整体经营安全稳健。 绿城中国(03900)发布公告，预计2025年中期公司股东应占利润较2024年同期人民币20.45亿元下降90% 左右，主要是受集团2025年上下半年交付节奏分布不均的影响，上半年结转面积同比下降，收入同比下 降。此外，公司今年继续积极推动长库存去化，2025年中期计提相关资产减值损失，进而影响了股东应 占利润。 ...

人民财讯8月8日电，针对网传"雷军通过富国银行茅XX向海外转出50亿美金"，小米集团公关部总经理 王化发文称："经核实，小米集团在全球范围内没有和富国银行以及'茅XX'开展过任何合作，也未有任 何形式上的接触。相关言论均已取证，并已经启动司法程序追究造谣传谣者法律责任！" ...

亚势备份(08290)发布截至2025年6月30日止六个月业绩，收益1890万港元，同比下降8.2%;净亏损18.1万 港元，同比收窄85.1%;每股基本亏损0.01港仙。 期内，亏损减少乃主要由于外币银行结余升值所产生的汇兑收益增加;优化市场策略导致市场营销及广 告开支减少;及因员工平均人数减少令员工成本下降，但部分被线上备份业务的收益因全球经济整体疲 软及对公司服务的需求疲弱而减少所抵销。 ...