Group 1 - The board meeting of Fantasia Holdings (01777.HK) is scheduled for August 29, 2025, to discuss and consider the approval of the group's interim results for the six months ending June 30, 2025, and the distribution of an interim dividend, if any [1]

周二，据媒体援引知情人士透露，孙正义自英特尔新任CEO Lip-Bu Tan今年3月上任以来多次会面，讨 论潜在交易方案。英特尔代工业务正努力与台积电竞争，但客户吸引力不足，迫使公司寻求解决方案。 会谈涉及多种可能的合作形式，包括与第三方成立合资企业或进行少数股权投资。知情人士表示，周一 宣布的投资并不排除未来就英特尔代工业务达成更大规模交易的可能性。 此次潜在收购符合孙正义构建完整AI基础设施的战略规划，同时也为特朗普政府在芯片制造领域制衡 台积电主导地位提供了机会。 英特尔代工业务陷入困境 英特尔的代工业务自2021年向外部客户开放以来一直表现不佳，前任CEO Pat Gelsinger当时宣布这一战 略转变，投资数十亿美元建设新的制造工厂，押注客户需求将会出现。 然而，这些项目的高昂成本，加上英特尔自身财务困难，促使新任CEO Tan警告可能退出最先进的芯片 制造工艺。一位知情人士表示："没有人愿意独自承担英特尔制造计划和技术的风险……唯一的客户就 是英特尔本身。" 据见闻此前报道软银此前"卡位"向英特尔20亿美元，而据媒体最新报道软银创始人孙正义数周前曾与英 特尔CEO就收购其代工业务举行会谈，这一举 ...

智通财经APP讯，美佳音控股(06939)公布，预期该集团于2025年上半年取得公司拥有人应占净亏损约人 民币4000万元至6000万元，而2024年同期则为公司拥有人应占纯利约人民币40.5万元。 公告称，由盈转亏主要是由于受兼容打印机耗材芯片行业激烈竞争影响，集团兼容打印机耗材芯片业务 毛利率于有关期间大幅下降;为加强集团物联网芯片、网上销售等新业务的发展，集团于有关期间开展 了更多营销活动，导致销售及分销开支增加;因位于中华人民共和国的总部变更及撇销原材料成本，导 致集团行政开支增加;及集团于有关期间产生净经营亏损，导致资产减值拨备大幅增加。 ...

Core Viewpoint - Aneng Logistics reported a strong performance in the first half of 2025, with significant growth in freight volume, revenue, and adjusted net profit, while also announcing its first dividend plan post-IPO [1] Financial Performance - Total freight volume reached 6.82 million tons, a year-on-year increase of 6.2% [1] - Revenue amounted to 5.625 billion yuan, reflecting a year-on-year growth of 6.4% [1] - Adjusted net profit was 476 million yuan, up 10.7% year-on-year [1] - Gross profit and gross margin were 880 million yuan and 15.6%, respectively [1] Service Quality Improvement - The company focused on product enhancement, upgrading the "3300 Ace Product," leading to an 18.2% increase in cargo volume under 300 kg [2] - Average delivery time decreased by 5.3% year-on-year, with a 50% reduction in lost packages and a 46% decrease in complaints per 100,000 shipments [2] - Customer satisfaction significantly improved, with over 6.8 million end customers served [2] Network Expansion and Digitalization - Aneng Logistics expanded its network to over 38,000 outlets, maintaining the largest industry scale with a 99.6% coverage rate in rural areas [2] - Investments in digital upgrades have enabled full-process information management, enhancing efficiency and reducing costs [3] - Automation in sorting centers has led to a 6% reduction in per-kilogram costs and improved sorting efficiency [3] Technological Advancements - The company is exploring advanced technologies, including the deployment of autonomous heavy trucks and smart route planning, enhancing safety and operational efficiency [3] - The unit transportation and sorting costs decreased by 9 yuan per ton, providing more room for profit release [3] Brand Development - Aneng Logistics is launching its first brand IP, the "Aneng Logistics Carnival," aimed at enhancing brand recognition and creating a differentiated competitive edge [3][4] - The company is shifting the industry competition focus from "price wars" to "value wars," establishing a solid foundation for long-term high-quality development [4]

8 月 19 日，日本软银集团宣布将向美国芯片公司英特尔投资 20 亿美元。根据协议，软银将以每股 23 美元的价格购买英特尔新发行的股票，该价格较英 特尔前一交易日的收盘价有小幅折让。这项投资为正处在转型关键期的英特尔提供了新的资金支持，也反映出软银在人工智能芯片领域的战略布局。 消息公布后，资本市场反应不一。英特尔股价在盘后交易中上涨超过 5%，显示出投资者对这笔资金注入的积极预期。然而，软银在东京市场的股价则下 跌 5.4%，创下自今年 4 月以来的最大单日跌幅。 此次合作与两家公司高层的过往联系不无关系。英特尔现任首席执行官陈立武（Lip-Bu Tan）是一位芯片行业的资深人士，他曾在软银董事会担任独立董 事多年，直至 2022 年辞任，这段经历为双方的沟通奠定了基础。软银创始人孙正义在声明中表示："50 多年来，英特尔一直是创新领域值得信赖的领导 者。这项战略投资反映了我们的信念，即先进的半导体制造和供应将在美国进一步扩展，英特尔将发挥关键作用。" 孙正义长期以来对人工智能抱有极大的远景规划，他曾预测，智能水平远超人类的"超级人工智能"（Artificial Super Intelligence, ...

去年12月，万物云创新性推出弹性定价模式，将住宅物业项目解构为158项必选服务和350项业主可选服 务，将服务和价格的选择权交还给业主，目前该模式已成功在重庆、青岛等多地落地实施。 依赖于蝶城战略带来的效率提升，弹性定价也帮助万物云在住宅物业领域打开新的市场拓展空间。报告 期内，公司通过蝶城战略与弹性定价的组合拳，于存量市场斩获114个新项目，带来6.68亿元年化饱和 收入，同比增长31.5%。 业绩会上，万物云执行董事兼首席运营官何曙华指出，弹性定价不是鼓吹物业费降价，它既尊重业主对 于服务品质期望的合理诉求，也保障物业公司的服务品质与生存空间，最终在业主、企业、政府三方之 间形成动态平衡。 8月19日，万物云发布2025年中期业绩报告。报告期内，万物云实现营收181.4亿元，同比增长3.1%，核 心净利润13.2亿元，同比增长10.8%。 去年开始，万物云积极调整战略，主动压缩开发商业务及其他非核心业务，营收结构逐步优化。具体来 看，包括住宅物业管理服务、物业及设施管理服务以及BPaaS解决方案业务的循环型业务收入同比增长 9.5%至163.1亿元，占总收入的比重进一步攀升至89.9%，开发商关联业务收入 ...

格隆汇8月19日｜在今日举行的二季度业绩电话会上表示，小鹏汽车董事长何小鹏表示，预计从今年9月 开始，小鹏汽车月交付量将稳健超过4万台。据半年报，小鹏汽车今年上半年的交付量为19.7万辆。 ...

Core Viewpoint - Dynasty Fine Wines Group (00828) expects to report an unaudited consolidated profit range of approximately HKD 7.4 million to HKD 9.3 million for the first half of 2025, representing a year-on-year decrease of about 50% to 60% [1] Group Summary - The decline in profit is primarily attributed to two factors: 1) A moderate decrease in sales revenue due to fluctuations in the Chinese macroeconomic and consumer market, leading to reduced operating profit 2) Increased marketing and promotional expenses [1] - The company is closely monitoring market conditions and adjusting its business strategies to mitigate negative impacts on operations [1] - The company has also strengthened cost control measures and taken appropriate actions in a timely manner [1]

北京商报讯（记者 蔺雨葳）8月19日，小米集团合伙人、集团总裁卢伟冰在业绩电话会上表示，今年二 季度小米智能电动汽车及AI等创新业务收入大幅增长，经营亏损大幅收窄，有望于下半年实现单季盈 利。不过2022年至2025年上半年，小米在汽车等创新业务上的费用投入超300亿元，所以累计来看新业 务仍然有较大亏损。对小米汽车全年35万台的交付目标，卢伟冰表示有信心高质量完成。 ...

Core Viewpoint - Aneng Logistics reported a strong performance for the first half of 2025, with significant growth in freight volume, revenue, and adjusted net profit, alongside a new dividend plan, indicating a solid competitive position in the domestic express delivery industry [1] Financial Performance - Total freight volume reached 6.82 million tons, a year-on-year increase of 6.2% - Revenue amounted to 5.625 billion yuan, reflecting a 6.4% year-on-year growth - Adjusted net profit was 476 million yuan, up 10.7% year-on-year - Gross profit and gross margin were 880 million yuan and 15.6%, respectively - The company announced a mid-term dividend payout ratio of 50% [1] Service Quality Improvement - The company focused on product enhancement, upgrading the "3300 Ace Product" to capture the high-margin small parcel market, resulting in an 18.2% year-on-year increase in shipments under 300 kg - Implemented a "100-day quality rebirth campaign" to enhance service quality across the entire logistics chain, leading to a 5.3% reduction in average delivery time and significant decreases in lost shipments and complaints [2] Network Expansion and Digitalization - Aneng Logistics expanded its network to over 38,000 locations, maintaining the largest coverage in the industry with a 99.6% coverage rate in towns - Investments in digital upgrades have improved operational efficiency, with notable enhancements in customer response times and cargo tracking [2] Automation and Technology Adoption - The company deployed automated sorting lines in distribution centers, resulting in a 6% reduction in per-kilogram costs and increased sorting efficiency - Aneng is pioneering the use of autonomous heavy trucks and smart route planning, with over 36 smart driving vehicles and more than 200 LNG vehicles in operation, enhancing safety and reducing transportation costs [3][4] Cost Reduction and Brand Development - Digital initiatives led to a 9 yuan/ton decrease in unit transportation and distribution costs, allowing for greater profit margins - The company is launching the "Aneng ANE Logistics Carnival" to enhance brand recognition and create a differentiated competitive edge [4] Strategic Direction - Aneng Logistics is shifting the industry competition from a "price war" to a "value war," focusing on balancing profit and quality, which lays a solid foundation for long-term high-quality development [4]