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内银行、内房地大跳水,恒生科技逆势小涨
Ge Long Hui· 2025-09-19 03:44
恒生科技逆势走强,截至目前上涨0.7%。其中华虹半导体大涨11.15%,ASMPT上涨9.33%,中芯国际 上涨6.87%,地平线机器人上涨5.65%,百度集团上涨4.12%。 内容只是个人观点,仅供参考,不作为投资依据!欢迎关注交流,互相学习、共同探讨! 昨天的爆发变成了一日游,今天港股冲高回落,恒生指数冲高回落,截至目前下跌0.18%。内银行跌幅 居前,内房地、内石油等紧随其后;恒生科技逆势上涨,国指ESG、工商等紧随其后。 内房地高开低走,截至目前下跌1.25%。其中中国海外发展大跌2.31%,九龙仓集团下跌2.2%,越秀地 产、碧桂园服务、建发国际集团、华润置地等多股跌幅均在1%上方。 内银行低开低走,截至目前下跌1.23%,其中农业银行下跌1.83%,建设银行下跌1.66%,中信银行下跌 1.42%,招商银行下跌1.38%,中国银行、工商银行、民生银行、重庆农村商业银行等超10只个股跌幅 均在1%上方。 ...
恒生科技强势爆发,内房地、工商紧随其后,内银行相对弱势
Ge Long Hui· 2025-09-19 03:44
Group 1 - The Hong Kong stock market experienced a strong reversal today, with the Hang Seng Index closing up 1.78% after opening high and maintaining an upward trend throughout the day [1] - The Hang Seng Tech Index led the gains, rising by 4.22%, with notable increases in stocks such as SenseTime (up 15.79%), Baidu Group (up 15.72%), NIO (up 11.46%), and Haier Smart Home (up 7.55%) [3] - The property sector also saw a rebound, closing up 1.14%, with Longfor Group increasing by 4.31% and Beike rising by 2.72% [3] Group 2 - The banking sector showed relative weakness, fluctuating around the midline and ultimately closing up 0.32%, with China Construction Bank rising by 0.9% and China Merchants Bank by 0.55% [3] - Other major banks like Industrial and Commercial Bank of China and Bank of China saw slight increases, while Citic Bank and Agricultural Bank of China experienced declines [3]
九龙仓集团(00004) - 致非登记股东之函件 - 二O二五年中期报告书已予以刊发的通知
2025-09-16 08:58
17 September 2025 Dear Non-registered Shareholders1 , Notification of Publication of Interim Report 2025 (the "Interim Report") We hereby notify you that the Interim Report of The Wharf (Holdings) Limited (the "Company"), in both English and Chinese, has been published and is now available on the Company's website at www.wharfholdings.com and Hong Kong Exchanges and Clearing Limited's website at www.hkexnews.hk (the "HKEXnews website") (together, the "Websites"). You may access the Interim Report by clickin ...
九龙仓集团(00004) - 致登记股东之函件 - 二O二五年中期报告书已予以刊发的通知
2025-09-16 08:55
17 September 2025 Dear Shareholders, Notification of Publication of Interim Report 2025 (the "Interim Report") We hereby notify you that the Interim Report of The Wharf (Holdings) Limited (the "Company"), in both English and Chinese, has been published and is now available on the Company's website at www.wharfholdings.com and Hong Kong Exchanges and Clearing Limited's website at www.hkexnews.hk (the "HKEXnews website") (together, the "Websites"). You may access the Interim Report by clicking "Investor Relat ...
九龙仓集团(00004) - 2025 - 中期财报
2025-09-16 08:49
集團業績 二○二五年中期報告書 www.wharfholdings.com www.wharfholdings.com INTERIM REPORT 2025 財務狀況審慎、資金周轉穩健 摘要 集團基礎淨盈利增加3%至港幣二十億三千五百萬元(二○二四年:港幣十九億七千九百萬 元),儘管投資物業和酒店表現較弱。 若計入投資物業重估減值及其它未變現會計虧損,集團錄得股東應佔盈利港幣五億三千五百萬 元(二○二四年:虧損港幣二十六億三千七百萬元)。 中期股息 第一次中期股息每股港幣0.20元(二○二四年:每股港幣0.20元)將於二○二五年九月十六 日派付予在二○二五年九月一日下午六時正名列股東登記冊內的股東。派息總額為港幣 六億一千一百萬元(二○二四年:港幣六億一千一百萬元)。 1 九龍倉集團有限公司 二○二五年中期報告書 • 資產撥備及重估減值以反映市值 • 積極資本管理以維持低負債比率 • 人民幣債務自然對沖人民幣資產亦節省借貸成本 • 高流動性長期投資以保本並賺取理想收益 • 集團基礎淨盈利與去年持平 • 每股中期股息與去年相同 業務評議 全球經濟環境仍然困難重重,美國關稅擾亂了市場需求及供應鏈,同時持續增長的 ...
智通港股投资日志|9月16日
智通财经网· 2025-09-15 16:06
Group 1 - Companies listed for dividend distribution include Minghui International, Lens Technology, and Caike New Energy [1] - New IPO activities include Jinfang Pharmaceutical-B and Hesai-W, while Saint Martin International and Nanshun (Hong Kong) are scheduled for earnings announcements [2] - Companies such as Dongrui Pharmaceutical, Miniso, and Li Ning are set for dividend distribution, with Hong Kong Exchanges also participating [3] Group 2 - China New Town and Kalian International Hotel are among the companies scheduled for dividend distribution, while Tiande Real Estate and Asia Comm Hold are listed for ex-dividend [4] - Huatai Ruilin is noted for a capital increase with an ex-rights date [4]
九龙仓集团(00004)将没收未领取的2019年第一次中期股息
Zhi Tong Cai Jing· 2025-09-12 09:08
该信息由智通财经网提供 智通财经APP讯,九龙仓集团(00004)发布公告,董事会谨知会公司股东,在2019年8月8日宣派每股港币 0.25元的2019年第一次中期股息(2019年第一次中期股息),若在2025年10月13日仍然无人领取,将被没 收并归公司所有。 ...
九龙仓集团(00004.HK)拟没收未领取的2019年第一次中期股息
Ge Long Hui· 2025-09-12 08:45
Core Viewpoint - Kowloon Warehouse Group (00004.HK) announced the declaration of an interim dividend of HKD 0.25 per share for the first time in 2019, which will be forfeited and revert to the company if unclaimed by October 13, 2025 [1] Summary by Relevant Sections - Dividend Declaration - The company declared an interim dividend of HKD 0.25 per share on August 8, 2019 [1] - Unclaimed Dividend Policy - If the dividend remains unclaimed by October 13, 2025, it will be forfeited and returned to the company [1]
九龙仓集团(00004) - 没收未领取之二O一九年第一次中期股息
2025-09-12 08:37
根據九龍倉集團有限公司(「本公司」)組織章程細則第160條,所有在宣派後六年仍 未有人領取的股息可由本公司董事會(「董事會」)沒收並歸本公司所有。董事會謹 知會本公司股東(「股東」),在二○一九年八月八日宣派每股港幣0.25元的二○一 九年第一次中期股息(「二○一九年第一次中期股息」),若在二○二五年十月十三 日仍然無人領取,將被沒收並歸本公司所有。 凡有權收取但仍未收到二○一九年第一次中期股息之款項或尚未兌現相關股息單的股 東,務請不遲於二○二五年十月十日(星期五)下午四時三十分聯絡本公司的股份過 戶登記處卓佳登捷時有限公司,其地址為香港夏慤道16號遠東金融中心17樓。 承董事會命 九龍倉集團有限公司 董事兼公司秘書 許仲瑛 香港,二○二五年九月十二日 於本公告日期,董事會的成員為吳天海先生、徐耀祥先生、凌緣庭女士、陳國邦先生 和許仲瑛先生,以及七位獨立非執行董事陳坤耀教授、方剛先生、捷成漢先生、 羅君美女士、鄧日燊先生、謝秀玲女士和唐寶麟先生。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對 其準確性或完整性亦不發表任何聲明,並明確表示,概不對因本公告全部或任何部分 內容而產生 ...
大摩:料新鸿基地产及恒基地产最能受惠于施政报告潜在楼市刺激措施
Zhi Tong Cai Jing· 2025-09-11 06:38
整体而言,大摩预期新鸿基地产(00016)及恒基地产(00012)可能最大程度受惠于任何潜在楼市支持政 策,均予"增持"评级;虽然近期HIBOR回升,但美联储可能减息亦将带来支持。大摩较不看好九龙仓置 业(00004)认为其中国业务面临挑战,予"减持"评级。 摩根士丹利发布研报称,虽然住宅物业及零售市况趋稳,但市场普遍仍期待9月17日公布的新一份施政 报告会公布利好楼市的措施,当中包括将进一步削减楼价600万元以下住宅物业印花税、放宽资本投资 者入境计划要求以刺激豪宅投资需求、设立"购房资金通"计划,以及加快北部都会区土地收回及基建建 设。 零售市场方面,大摩指出虽然出台刺激措施的可能性较低,但若推出消费券等计划,通常可带动零售销 售,尤其利好领展房产基金(00823)旗下商场。该行又指,启德体育园开幕后本港不时举办大型体育及 娱乐活动,有助吸引各地旅客访港。 ...