中经记者 郭婧婷 北京报道 公开资料显示，张勇现为晨壹基金的管理合伙人。加入晨壹基金之前，张勇于2007年加入阿里巴巴集 团，其间曾担任多个重要职位，包括淘宝首席财务官、天猫总经理及总裁、阿里巴巴集团首席运营官、 菜鸟网络董事长、阿里云智能集团董事长兼首席执行官，以及其他重要职位，直至2023年卸任。张勇目 前担任希慎兴业有限公司的独立非执行董事。 8月1日，记者从香港交易所获悉，其委任晨壹基金管理合伙人、阿里巴巴集团前董事会主席张勇为香港 交易所旗下中国业务咨询委员会的最新成员，至此委员会成员将增至九名。 （编辑：夏欣 审核：何莎莎 校对：颜京宁） 据了解，成立于2021年的香港交易所中国业务咨询委员会，其成员均为深谙中国市场的资深业界专家。 张勇加入后，委员会成员将增至九名，香港交易所非执行董事及中信资本控股有限公司董事长兼首席执 行官张懿宸担任委员会主席。 目前，中国业务委员会的其他成员包括：香港交易所前主席史美伦、春华资本集团董事长胡祖六、北京 大学国家发展研究院院长及数字金融研究中心主任黄益平、现任国家科技成果转化引导基金理事长及招 商银行前行长兼首席执行官马蔚华、TPG中国的合伙人兼董事长孙强、香 ...

Core Viewpoint - The Hong Kong Stock Exchange (HKEX) has appointed Zhang Yong, former chairman of Alibaba Group, as a new member of its China Business Advisory Committee, enhancing the committee's expertise in Chinese markets and financial systems [1][3]. Group 1: Appointment Details - Zhang Yong's appointment increases the committee's membership to nine, with Zhang Yichen, CEO of CITIC Capital Holdings, serving as the chairman [3]. - The China Business Advisory Committee was established in 2021 to provide insights to the HKEX board from seasoned industry experts familiar with the Chinese market [3]. Group 2: Zhang Yong's Background - Zhang Yong, aged 53, graduated from Shanghai University of Finance and Economics in 1995 and has worked at Andersen and PwC before joining Alibaba [4]. - He joined Alibaba in 2007 and held several key positions, including CFO of Taobao, General Manager of Tmall, COO of Alibaba Group, and Chairman of Cainiao Network [4][5]. - Zhang served as CEO of Alibaba Group from 2015 and became chairman in 2019, stepping down in 2023 [5]. Group 3: Achievements and Recognition - During his 16 years at Alibaba, Zhang Yong was instrumental in creating the "Double Eleven" shopping festival and driving the digital transformation of brand enterprises [5]. - Upon his retirement, Alibaba honored him with the title of "Meritorious Alibaba Person" and pledged to invest $1 billion to support his future technology fund [5].

Core Viewpoint - Hong Kong Exchanges and Clearing Limited (HKEX) appointed Zhang Yong, a partner at Chen Yi Fund Management and former chairman of Alibaba Group, to its China Business Advisory Committee, enhancing the committee's expertise in the Chinese market [1][2]. Group 1: Appointment Details - Zhang Yong's appointment increases the committee's membership to nine, with Zhang Yicheng, chairman of CITIC Capital Holdings, serving as the committee chair [1]. - The committee, established in 2021, consists of seasoned industry experts who advise the HKEX board on matters related to the Chinese market [1]. Group 2: Zhang Yong's Background - Zhang Yong graduated from Shanghai University of Finance and Economics and was a founding member of Alibaba Group's partnership system [2]. - He served as CEO of Alibaba Group from 2015 until 2023 and held various key positions within the company since joining in 2007 [2]. - Currently, Zhang Yong is an independent non-executive director at Hysan Development Company Limited and has held significant roles in various international business forums [2]. Group 3: Future Aspirations - Zhang Yong expressed enthusiasm about partnering with Liu Xiaodan at Chen Yi Fund, focusing on opportunities arising from technological development and economic transformation [3].

Core Viewpoint - The appointment of Zhang Yong as a member of the Hong Kong Stock Exchange's (HKEX) China Business Advisory Committee is expected to enhance the exchange's strategic goals and strengthen its role in connecting China with the global market [1][2]. Group 1: Appointment and Committee Structure - Zhang Yong has been appointed to the China Business Advisory Committee of HKEX, increasing the committee's membership to nine [1]. - The committee, established in 2021, consists of seasoned industry experts who advise the HKEX board on matters related to the Chinese market [1]. - The committee is chaired by Zhang Yicheng, the Chairman and CEO of CITIC Capital Holdings [1]. Group 2: Zhang Yong's Background - Zhang Yong is a graduate of Shanghai University of Finance and Economics and is currently a managing partner at Chen Yi Fund [2]. - He was a founding member of Alibaba Group's partnership system and served as CEO from 2015 until 2023 [2]. - His previous roles at Alibaba include CFO of Taobao, General Manager of Tmall, COO of Alibaba Group, and Chairman of Cainiao Network [2]. Group 3: Future Aspirations - Zhang Yong expressed enthusiasm about partnering with Liu Xiaodan at Chen Yi Fund to explore new opportunities in mergers and acquisitions [3][4]. - The focus will be on leveraging technological advancements and economic transformation to reshape industries and value chains [4].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 希慎興業有限公司 | | | 呈交日期: | 2025年8月1日 | | | I. 法定/註冊股本變動 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00014 | 說明 | 不適用 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,027,008,223 | | 0 | | 1,027,008,223 | | 增加 / 減少 (-) | | | 0 ...

该行又指，留意到部分企业如恒基地产(00012)、港铁公司(00066)及太古地产(01972)，近期趁市场情绪 改善，通过发债等方式融资;除港铁外，大多能够以持平或更低利率完成发行。该行料其覆盖的企业上 半年盈利跌幅将收窄或实现扭亏。而近年备受投资者关注的股息持续性问题，应已有所缓解。 智通财经APP获悉，高盛发布研报称，自3月中旬起，本港楼价已反弹1%，零售销售额亦于5月实现同 比2%增长。虽然写字楼空置率仍维持在13至14%的高位，但近期股市回暖及资本市场活动重启，已带 动需求回升。上述基本面改善，加上美元走弱及利率下行，推动香港地产及综合企业股份今年至今录得 5至45%升幅。 股份方面，该行将港铁评级由"买入"降至"中性"，目标价由31.6港元降至31.3港元。维持希慎兴业 (00014)"中性"评级，目标价由15.2港元升至16.8港元;维持九龙仓集团(00004)"沽售"评级，目标价由20港 元升至21港元。至于恒隆地产(00101)、太地、九龙仓置业(01997)及领展房产基金(00823)，均维持"买 入"评级，目标价分别升至9.3港元、24.1港元、29.7港元及53.1港元。 该行认为，虽 ...

【解剖大盘】 稳定币的热度较高，仅近半个月，券商举办的以稳定币为主题的电话会议就超过30场，覆盖了政策解 读、产业链分析和投资策略等多个维度。当前，稳定币发行人牌照门槛较高，初期仅批出少量牌照，众 安在线(06060)涨超7.4%、移卡(09923)涨超4%。 跨境通理财2.0市场反应良好，对银行、证券、保险均带来利好，尤其是保险类，如中国太平(00966)、 新华保险(01336)、中国财险(02328)均涨幅超2%。证券催化就是承销这块业务，显示，深圳承泰科技股 份有限公司向港交所提交上市申请书，独家保荐人为国泰君安国际(01788)。今天涨超5%。 确实谁也无法预料特朗普的"真实想法"，上周五还说要等两周，没想到周末美国就动手了。更诡异的是 以色列的股市居然创新高了，沙特的股市也上涨了。港股自然也没那么慌，今天低开走高收盘涨 0.67%。 据央视新闻23日报道，当地时间6月22日凌晨，美军战机轰炸了伊朗三处核设施：伊斯法罕、纳坦兹和 福尔多。特朗普称，伊朗关键的铀浓缩核设施已被彻底摧毁。 综合央视新闻等媒体报道，伊朗议会国家安全委员会委员库萨里最新表示，伊朗议会已得出结论，认为 应关闭霍尔木兹海峡，但最 ...

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing down 0.48% amid concerns over U.S. stock performance and anticipation of non-farm payroll data [1] - Goldman Sachs has initiated risk control measures by reducing risk exposure and accumulating liquidity in response to the economic environment [1] Corporate Developments - Tesla's stock plummeted over 14%, resulting in a market value loss of approximately $152 billion (around 1.09 trillion RMB) due to a public dispute between Elon Musk and Donald Trump [1] - The conflict centers around Trump's proposed tax reform, which aims to eliminate electric vehicle tax credits and reduce clean energy subsidies, potentially harming Tesla and SpaceX's interests [1] Precious Metals Market - Silver prices surged by 4.5%, reaching $36.06 per ounce, the highest since February 2012, while platinum prices increased by 4.8%, hitting $1,152 per ounce, the highest since March 2022 [3] - Companies such as China Silver Group and WanGuo Gold Group saw significant stock price increases, with gains exceeding 26% and 10% respectively [3] AI and Technology Sector - Kuaishou's AI platform, Keling AI, achieved an annualized revenue run rate exceeding $100 million within 10 months of launch, indicating strong market performance [5] - The collaboration between Keling AI and Lovart enhances video generation capabilities, significantly improving content creation efficiency [5] Energy Sector - The Hainan Free Trade Port's recent announcement to open global internet access is expected to boost demand for international internet resources and enhance network infrastructure [6] - Major telecommunications companies like China Mobile, China Telecom, and China Unicom are likely to benefit from this policy change [6] Battery Technology - Domestic leading companies in the solid-state battery sector have made significant progress, with energy density reaching 350 Wh/kg and plans for road testing solid-state batteries within the year [7] - Shanghai Xiba's first-generation high-energy soft-pack solid-state lithium-ion battery has surpassed its target energy density, indicating advancements in battery technology [7] Power Sector - China Resources Power is expected to benefit from favorable policies aimed at enhancing its performance, with a focus on new energy systems and a projected renewable energy capacity nearing 50% by the end of 2024 [9][10] - The company has maintained profitability since its listing and has a strong track record of dividend distribution, indicating robust management and operational capabilities [10][11]

Financial Performance - Hysan Development's revenue was HK$1777 million, a decrease of 3.1% [37] - Recurring underlying profits were HK$1169 million, down by 0.7% [37] - The interim dividend per share (DPS) remained flat at HK 27 cents [37] - Net gearing was 23.8% [107] - Effective interest rate was 2.4% [107] Core Business & Portfolio - Estimated tenant sales in Q2 increased by more than 25% compared to Q1 [15] - Retail occupancy was near full at 98% as of June 30 [42] - Office occupancy was 91% as of June 30 [40] - Caroline Hill Road Project will add 30% to the core portfolio [20] - Fixed rate debt ratio is 60% [107] Strategic Pillars & Expansion - Structural work for Caroline Hill Road Project is scheduled to start in Q3 2022 [62] - The Caroline Hill Road Project is expected to be completed by late 2026, adding 1.1 million square feet of commercial GFA [63]

Financial Performance - The company's revenue was HK$3,460 million[33] - The underlying profit was HK$2,129 million[33], a decrease of 8.6%[33] - The dividend per share (DPS) remained flat at HK$1.44[33] - Shareholders' Fund was HK$70.2 billion[106], a decrease of 5.0%[106] - NAV per share was HK$68.4[106], a decrease of 4.2%[106] Portfolio Occupancy - Retail portfolio occupancy was 99%[35, 37] - Office portfolio occupancy was 90%[35, 40] - Residential portfolio occupancy was 61%[35] Strategic Initiatives - Foundation works for the Caroline Hill Road Development commenced in September 2022, with project completion estimated in 2026[66] - The company has HK$19.3 billion in sustainable finance transactions, representing 48% of total debts and facilities[104, 113] Retail Sector - Retail revenue was HK$1,643 million[34, 37] - Retail portfolio turnover increased by 1.4%[37] Office Sector - Office revenue was HK$1,578 million[34, 40], a decrease of 8.7%[40]