消息面上，非凡领越发布盈喜，集团预计2025年上半年度的公司权益持有人应占溢利较去年同期增长不 少于50%。权益持有人应占溢利的增长主要由于集团于期内持续加强成本控制措施，以致运营效率提 升。 智通财经APP获悉，非凡领越(00933)涨超5%，截至发稿，涨5.26%，报0.6港元，成交额119.74万港元。 ...

据介绍，Moonit将推出行业首创的AI Meme Money Markets，让用户即时将热门Meme代币化，将文化资 产转化为链上资产。迷策略将为平台提供技术顾问服务和策略指导，并为Moonit物色和推荐知名创作者 及9GAG等具有庞大创作者网络的数字平台，壮大项目发展。 智通财经APP获悉，迷策略(02440)涨超9%，截至发稿，涨9.04%，报3.86港元，成交额645万港元。 消息面上，近日，迷策略宣布与加密货币及稳定币平台MoonPay旗下公司Helio达成战略合作协议。双 方将共同支持由Helio开发的新一代发行平台及代币交易系统Moonit，通过以迷因(Meme)和代币化为核 心的Web3解决方案，积极推动创作者经济革新。 ...

华检医疗(01931)早盘涨超20%，盘中高见9.48港元再创新高，截至发稿，涨15.05%，报9.02港元，成交 额794万港元。 消息面上，华检医疗发布公告，经董事会决议通过，本公司已于近日，与全球领先的数字资产金融服务 集团HashKey Group(HashKey集团)签订了全球战略合作框架协议(框架协议)，旨在通过双方的紧密合 作，加速本集团"全球增强版以太坊(ETH)金库"战略的落地实施，并为双方的全球客户提供更加高效、 安全、合规的数字资产服务。 根据框架协议，并在遵守适用法律法规及香港联合交易所有限公司证券上市规则的前提下，此次合作将 充分利用HashKey集团的全牌照合规生态体系，为本集团提供一站式的数字资产管理服务，包括但不限 于以太坊(ETH)的大宗交易执行与成本优化、全球市场流动性支持，以及探索加密资产储备与实体经济 资产(特别是医疗创新药知识产权RWA)的融合路径。 通过与HashKey集团的合作，本集团将能够更高效地管理以太坊(ETH)储备，优化交易成本，并在全球 范围内获取更广泛的市场资源与技术支持。 ...

Core Viewpoint - The company, 巨星传奇, issued a profit warning, expecting a significant decline in net profit for the first half of the year, primarily due to losses in equity investments [1] Financial Performance - The company anticipates net profit not exceeding 8.5 million RMB, a decrease of approximately 67% compared to 25.5 million RMB in the same period last year [1] - Excluding non-operating impacts, the adjusted comprehensive profit is expected to be no more than 28 million RMB, reflecting an increase of up to 9.8% year-on-year [1] Strategic Transformation - The company is actively pursuing a strategic transformation in its IP business, driven by explosive growth in the IP industry [1] - Although this transformation may impact short-term performance, it is aimed at establishing a solid foundation for high-quality long-term development [1] - The company is making steady progress in business expansion and strategic deployment, with short-term performance fluctuations being restructured by long-term value creation [1] Future Outlook - In the second half of the year, the company plans to accelerate the development of self-operated IP products and expand channels such as robot stores and IP physical stores [1] - The company aims to continuously optimize operational management and solidify its industry position in IP creation and operation, building a company with long-term investment value [1]

Group 1 - The core viewpoint of the report is that the commercialization of new indications for Hutchison China MediTech (00013.HK) will continue to expand potential peak sales, with expectations of achieving operational breakeven by 2H25 [1] - The report indicates that the long-term platform value and business development potential of the company are still significantly undervalued by the market, maintaining a buy rating [1] - Based on the 1H25 performance and the latest competitive landscape, the sales forecasts for the company's three main commercialized products have been revised downwards, with revenue projections for 2025-2027 reduced by 11-14% [1] Group 2 - The target price for Hutchison China MediTech has been adjusted to HKD 37.6 (USD 24.1) [1] - In the past 90 days, three investment banks have issued buy ratings for the stock, with an average target price of HKD 32.58 [1] - The market capitalization of Hutchison China MediTech is HKD 244.37 billion, ranking 10th in the biopharmaceutical II industry [2] Group 3 - Key financial metrics for Hutchison China MediTech include a return on equity (ROE) of 47.48%, a net profit margin of 164.06%, and a debt ratio of 30.07% [2] - The company's operating revenue stands at HKD 6.02 billion, while the industry average is HKD 24.42 billion [2] - The gross profit margin for Hutchison China MediTech is 39.65%, compared to the industry average of 62.51% [2]

Core Viewpoint - Zhongchuan Innovation (03931) has signed a strategic cooperation agreement with Guangdong Gaoyu Technology Co., aiming to deepen collaboration in the eVTOL sector and promote standardized power products [1] Group 1: Company Developments - Zhongchuan Innovation's stock opened nearly 4% higher and is currently trading at HKD 20.88 with a transaction volume of HKD 613,900 [1] - The company has previously provided the highest energy density power batteries for GAC Gaoyu's Aircab [1] - The GOVY AirCab, equipped with Zhongchuan Innovation's high-energy flight-specific battery, was officially launched in June, receiving over a thousand intent orders and successfully delivering prototypes in July [1] Group 2: Product and Technology - The battery developed by Zhongchuan Innovation for low-altitude travel is a 9-series high nickel/silicon system, featuring high energy density and safety [1] - The cell energy density exceeds 300 Wh/kg, suitable for 6C fast charging scenarios; the second-generation semi-solid large cylindrical battery can reach an energy density of 350 Wh/kg, positioning the company as a leader in aviation battery technology [1] - The GOVY AirCab is currently undergoing airworthiness certification, with plans for certification and mass production in the second half of 2026, marking 2027 as the inaugural year for low-altitude passenger flights [1]

智通财经APP获悉，锦欣生殖(01951)盈警后低开逾9%，截至发稿，跌9.06%，报2.91港元，成交额 4633.59万港元。 消息面上，锦欣生殖公布，预期集团将于2025年上半年取得亏损不超过人民币10.90亿元，去年上半年 则取得纯利约人民币1.90亿元。亏损主要由于就有关集团于美国及老挝业务的若干商誉、无形资产及其 他金融资产确认减值及拨备。于决定有关减值及拨备的需要及程度时，公司已仔细评估集团的营运及财 务表现以及其业务的未来前景。实际减值及拨备金额仍须待公司进一步评估后，方可作实。 ...

消息面上，锦欣生殖公布，预期集团将于2025年上半年取得亏损不超过人民币10.90亿元，去年上半年 则取得纯利约人民币1.90亿元。亏损主要由于就有关集团于美国及老挝业务的若干商誉、无形资产及其 他金融资产确认减值及拨备。于决定有关减值及拨备的需要及程度时，公司已仔细评估集团的营运及财 务表现以及其业务的未来前景。实际减值及拨备金额仍须待公司进一步评估后，方可作实。 锦欣生殖(01951)盈警后低开逾9%，截至发稿，跌9.06%，报2.91港元，成交额4633.59万港元。 ...

Core Viewpoint - The company, 巨星传奇, has issued a profit warning, expecting a significant decrease in profit for the first half of the year due to fair value losses in its investment business, which is not directly related to its core operations [1] Group 1: Financial Performance - For the first half of the year, the company anticipates a consolidated profit of no more than RMB 8.5 million, a decrease of approximately 67% compared to RMB 25.5 million in the same period last year [1] - The expected profit decline is primarily attributed to a fair value loss of approximately RMB 19.5 million from its Hong Kong-listed equity investments [1] - Excluding the impact of non-operating investment losses, the company's adjusted profit is expected to grow by no more than 9.8% year-on-year [1] Group 2: Business Strategy and IP Development - The company is actively upgrading its IP business strategy from single licensing to self-operated product development and operations, aiming for long-term high-quality growth despite short-term performance pressure [1][2] - The company has established significant partnerships, including a global strategic collaboration with a leading robotics company to develop consumer-grade robotic products with strong IP attributes [2] - The company has launched a plan to collaborate with top international artists to create new artistic works and derivative products around its core IP, "周同学" [2] Group 3: Capital Operations - Recently, the company completed a placement of shares, raising approximately HKD 324.1 million, with funds earmarked for expanding its IP business, including vending machines and physical stores [3] - The company plans to enhance its presence with "周同学" vending machines in over twenty cities and open offline self-operated stores in the second half of the year [3] - The company is focused on executing its strategic upgrades and managing market expectations regarding short-term performance fluctuations and long-term value creation [3][5] Group 4: IP Growth Potential - The CFO of the company noted that building a quality IP typically requires a long-term accumulation process, often taking over ten years [4] - The "周同学" IP has already collaborated with over 200 licensed partners, generating sales exceeding RMB 1 billion through co-branded products [4] - The company is also preparing to launch new IPs, both original and in collaboration with international stars, indicating a commitment to diversifying its IP portfolio [4]

Core Viewpoint - Zhongchao Innovation Aviation (中创新航) has signed a strategic cooperation agreement with Guangdong Gaoyu Technology Co., Ltd. to deepen collaboration in the eVTOL (electric Vertical Take-Off and Landing) sector, which is expected to enhance their market position and product offerings in this emerging industry [1] Group 1: Strategic Partnership - The partnership aims to advance eVTOL power standardization products, leveraging Zhongchao Innovation Aviation's expertise in high-energy density batteries [1] - Zhongchao Innovation Aviation has previously provided the highest energy density power batteries for GAC Gaoyu's Aircab, indicating a strong foundation for this collaboration [1] Group 2: Product Development - The GOVY AirCab, equipped with Zhongchao Innovation Aviation's high-performance flight-specific battery, was launched in June and has received over a thousand intent orders [1] - The battery technology includes a 9-series high nickel/silicon system with an energy density exceeding 300Wh/kg, suitable for 6C fast charging scenarios [1] - The second-generation semi-solid large cylindrical battery can achieve an energy density of up to 350Wh/kg, positioning the company as a leader in aviation battery technology [1] Group 3: Market Outlook - The GOVY AirCab is currently undergoing airworthiness certification, with plans for certification and mass production in the second half of 2026, marking 2027 as a significant year for low-altitude passenger flight [1]