综合 | 智通财经 @东方甄选 一则涉及新东方教育科技集团CEO周成刚相关传言让东方甄选股价尾盘跳水。截至8月19日港股收盘，东方甄选（1797.HK）港 股报收34.32港元，跌20.89%，此前一度上探至近两年高位53.7港元，涨幅超23.5%。 @东方甄选 在微博回应："针对谣言，我司已启动报警和司法流程，对于这样的不法行为，我们将一追到底。" 来源：天津广播 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 13.88 billion RMB, a year-on-year growth of 204.4%, and net profit of 4.57 billion RMB, up 396.5% [1][3] Revenue Breakdown - Revenue in China for the first half of 2025 was 8.28 billion RMB, reflecting a growth rate of 135.2% year-on-year [1] - Revenue from the Asia-Pacific region reached 2.85 billion RMB, with a remarkable growth of 257.8% [1] - Revenue from the Americas was 2.27 billion RMB, showing an extraordinary increase of 1142.3% [1] - Revenue from Europe and other regions amounted to 478 million RMB, with a growth of 729.2% [1] Artist IP Performance - The company had 13 artist IPs generating over 100 million RMB in revenue, with the top performers being: - THE MONSTERS: 4.81 billion RMB - MOLLY: 1.36 billion RMB - SKULLPANDA: 1.22 billion RMB - CRYBABY: 1.22 billion RMB - DIMOO: 1.11 billion RMB [1]

期内净亏损进一步扩大的主要原因是中国内地商业地产租赁需求下降，导致公司投资物业公允价值下降 所产生的亏损较2024年同期有所增加，而期内收入的增加则主要源自公司科技工业业务收入的增长。 格隆汇8月19日丨航天控股(00031.HK)个公布，预期于截止2025年6月30日六个月录得净亏损约港币7500 万元至港币9500万元，而2024年同期则录得净亏损港币5909.3万元；预期期内收入约港币20亿元，与 2024年同期收入港币18.25亿元相比增加约10%。 ...

Group 1 - The company, China Xinhua Education (02779.HK), announced that its board meeting will be held on August 29, 2025, to consider and approve the interim results for the six months ending June 30, 2025, and to discuss the potential declaration of an interim dividend, if any [1]

格隆汇8月19日丨新吉奥房车(00805.HK)宣布，本公司谨订于2025年8月29日（星期五）举行董事会会 议，藉以（其中包括）考虑及批准本公司及其附属公司截至2025年6月30日止六个月的中期业绩及其发 布，以及考虑派发中期股息（如有）。 ...

格隆汇8月19日丨信德集团(00242.HK)宣布，将于2025年8月29日(星期五)举行董事会会议，藉以(其中包 括)批准刊发公司及其附属公司截至2025年6月30日止六个月的中期业绩公布，并考虑宣派中期股息(如 有)。 ...

Group 1 - SoftBank Group signed a final securities purchase agreement with Intel, investing $2 billion at a price of $23 per share, which represents approximately 2% of Intel's shares [1] - This investment positions SoftBank as Intel's fifth-largest shareholder, following major shareholders like BlackRock and Vanguard [1] - Intel's CEO expressed enthusiasm about deepening the relationship with SoftBank, highlighting their shared commitment to advancing U.S. technology and manufacturing leadership [2] Group 2 - Intel's second-quarter revenue was $12.86 billion, remaining flat year-over-year, while the company reported a net loss of $2.9 billion, widening from a loss of $1.6 billion in the same quarter last year [2] - The company is undergoing a significant transformation, including reducing the scale of planned manufacturing facilities and optimizing its global operations [2][3] - Intel aims to achieve $17 billion in operating expenses by 2025, having already reduced its workforce by approximately 15% [3] Group 3 - Intel plans to control total capital expenditures at $18 billion by 2025, focusing on enhancing capital efficiency and optimizing its manufacturing footprint [3] - Recent actions by SoftBank in the AI and semiconductor sectors include a $500 billion investment project for data centers and a partnership with OpenAI for enterprise-level AI services [3] - In March, SoftBank announced a $6.5 billion cash acquisition of Ampere, which focuses on cloud-native computing and sustainable AI computing [4]

Core Insights - Xiaomi Group reported a record high revenue of approximately RMB 1159.56 billion for Q2 2025, representing a year-on-year growth of 30.5% and a quarter-on-quarter growth of 4.2% [1] - The adjusted net profit for Q2 2025 was approximately RMB 108.31 billion, showing a year-on-year increase of 75.4% [1] - For the first half of 2025, the total revenue reached approximately RMB 2272.49 billion, with a year-on-year growth of 38.2% [1] Financial Performance - Q2 2025 revenue was RMB 1159.56 billion, with a gross profit of RMB 261.01 billion, reflecting a year-on-year growth of 41.9% [1] - Adjusted net profit for the first half of 2025 was approximately RMB 215.06 billion, a year-on-year increase of 69.8% [1] - The profit attributable to shareholders for Q2 2025 was RMB 119.04 billion, up 133.51% year-on-year [1] Business Segments - The "Mobile × AIoT" segment generated revenue of RMB 947 billion in Q2 2025, a year-on-year increase of 14.8% [1] - Revenue from the "Smart Electric Vehicles and AI Innovation" segment reached RMB 213 billion, marking a historical high [1] Market Position - Xiaomi's smartphone shipments reached 42.4 million units in Q2 2025, achieving a year-on-year growth of 0.6% [2] - The company maintained a global smartphone market share of 14.7%, ranking among the top three for 20 consecutive quarters [2] - As of June 2025, the number of active users reached 731.2 million, a year-on-year increase of 8.2% [2] Strategic Initiatives - The company is advancing its "Human-Vehicle-Home Ecosystem" strategy, with a focus on core technology investments [2] - R&D expenditure in Q2 2025 was RMB 78 billion, reflecting a year-on-year growth of 41.2% [2] - The number of R&D personnel reached a historical high of 22,641 [2] High-End Strategy - Xiaomi ranked first in smartphone sales in mainland China in Q2 2025, with high-end smartphone sales accounting for 27.6% of total sales, an increase of 5.5 percentage points year-on-year [3] - The market share for smartphones priced between RMB 4,000 and 5,000 in mainland China increased by 4.5 percentage points to 24.7% [3] - The company added over 1,700 new retail stores in mainland China, bringing the total to over 17,000 [3]

智通财经APP讯，京信通信(02342)发布公告，叶卡女士将获委任为公司执行董事及首席营销官，自2025 年8月20日起生效。 ...

北京商报讯（记者 吴其芸）8月19日，东方甄选官方微信号发布辟谣声明，关于新东方教育科技集团 CEO周成刚的传闻纯属谣言，关于东方甄选佣金率长期超30%的说法严重失实，东方甄选售卖产品确保 高品质和高性价比，实际平均佣金率不到20%。 东方甄选方面表示，针对上述谣言，公司已启动报警和司法流程，对于这样的不法行为，公司将一追到 底。 此前，有消息称周成刚或涉关联交易被监管部门立案调查，随后，东方甄选股价出现尾盘跳水。截至8 月19日港股收盘，东方甄选股报收34.32港元，跌20.89%，此前一度上探至近两年高位53.7港元，涨幅 超23.5%。 ...