中国铝业公告，2025年上半年营业收入1163.92亿元，同比增长5.12%。净利润70.71亿元，同比增长 0.81%。公司拟以现金方式按每股人民币0.123元（含税）向全体股东派发2025年中期股息，总计派息金 额约人民币21.1亿元（含税），约占本公司2025年上半年合并财务报表归属于上市公司股东净利润的 30%。 ...

华宝国际(00336)发布截至2025年6月30日止六个月业绩，营业额16.21亿元(人民币，下同)，同比增长 2.5%;公司权益持有人应占盈利1.18亿元，同比增长298.1%;每股基本盈利3.66分;拟派中期股息每股1.2港 仙及特别股息每股3.2港仙。 营业额的增加，主要是由于报告期内烟用新材料海外业务增长迅速，烟用原料板块的营业额同比增加了 45.3%至2.38亿元，以及产能逐步释放及开拓了新客户，香原料板块的营业额同比增加了7.6%至4.05亿 元;但是，因为市场需求变化及市场竞争激烈，香精及食品配料板块的营业额同比减少了8.6%至5.957亿 元而抵销了部份升幅。 ...

Core Viewpoint - Goldman Sachs reports that Sands China (01928) declared an interim dividend of HKD 0.25 per share, consistent with last year's final dividend, but increased the payout ratio to 63% [1] Group 1: Dividend and Financial Projections - The bank expects the final dividend for 2025 to remain at HKD 0.25, totaling HKD 0.50 for the year; assuming gradual increases to HKD 0.80 in 2026 and HKD 1.00 in 2027 [1] - Sands China's target price is slightly raised from HKD 21.5 to HKD 21.6, maintaining a "Buy" rating [1] Group 2: Market Conditions and Business Strategy - Compared to Galaxy Entertainment (00027), Sands China's dividend may disappoint some investors, but Goldman Sachs believes this aligns with expectations due to recent fluctuations in gaming revenue market share, indicating significant business pressure [1] - The management's short-term goal is to increase gaming volume to achieve an EBITDA close to USD 2.6 to 2.7 billion, which is anticipated to be reached by 2026 [1] - Unlike other gaming companies that base dividends on payout ratios, Sands China prefers to maintain consistent dividend amounts across different market cycles, as evidenced by maintaining a full-year dividend of HKD 1.99 during the anti-corruption period from 2014 to 2015 [1]

2025年8月11日，公司第五届董事会第十二次会议审议通过了关于2025年半年度股息派发方案：拟以实 施权益分派股权登记日登记的总股本为基数，向全体股东每股派发现金红利0.18元（含税），不送红 股，不实施以资本公积金转增股本。截至2025年6月30日，公司总股本196,720,000股，以此计算合计拟 派发现金红利人民币35,409,600.00元（含税）。 登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：603271 公司简称：永杰新材 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确性、完整 性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 1.3公司全体董事出席董事会会议。 1.4本半年度报告未经审计。 1.5董事会决议通过的本报告期利润分配预案或公积金转增股本预案 如利润分配方案披露之日起至实施权益分派股权登记日期间，公司总股本发生变动的，公司拟维持 ...

格隆汇8月12日丨九龙仓集团(00004.HK)公布中期业绩，2025年上半年，集团基础净盈利增加3%至20.35 亿港元，主要因为利息支出和税项减少。计入应占投资物业重估减值净额11.8亿港元后，股东应占集团 盈利为5.35亿港元(2024年：亏损26.37亿港元)。第一次中期股息每股0.20港元将于2025年9月16日派付予 在2025年9月1日下午六时正名列股东登记册内的股东。派息总额为6.11亿港元。 2025年上半年，集团收入减少19%至56.69亿港元，营业盈利减少14%至26.57亿港元。投资物业收入减 少4%至22.81亿港元，营业盈利减少6%至14.84亿港元，因为商场和写字楼租金偏软。发展物业收入下 跌64%至7.39亿港元，营业盈利下跌82%至7100万港元。香港方面，期内唯一确认入账的销售额来自山 顶道77/79号最後一座洋房。内地方面，余下存货销情缓慢。酒店收入上升7%至3.12亿港元，但录得营 业亏损1100万港元，主要因为位于长沙处于营运初期的柏悦酒店和玛珂酒店扩展业务。物流收入微升至 10.76亿港元，营业盈利上升11%至1.37亿港元，主要因为内地吞吐量增加及现代货箱码头实现 ...

太古股份公司B(00087.HK)发布公告，该公司将于2025年10月10日派发中期股息每股0.26港元。 本文源自：金融界AI电报 ...

Investment Rating - Industry rating: Recommended [5] Core Insights - In Q2 2025, the net production of primary aluminum reached 402,900 tons, a quarter-on-quarter increase of 1.5% and year-on-year stability [2] - The sales volume of primary aluminum in Q2 2025 was 411,000 tons, reflecting a year-on-year increase of 3.4% and a quarter-on-quarter increase of 9.7% [2] - Value-added products (VAP) accounted for an average of 76% of total shipments, with a year-on-year increase of 9% [2] - The company achieved a profit of 2,460 million Bahraini Dinars (approximately 65.3 million USD) in Q2 2025, a year-on-year decrease of 64% but a quarter-on-quarter increase of 36% [3] - Total revenue from contracts with customers was 434 million Bahraini Dinars (approximately 1.155 billion USD), showing a year-on-year growth of 7% and a quarter-on-quarter growth of 6% [3] Financial Performance Summary - The comprehensive total income for Q2 2025 was 2,190 million Bahraini Dinars (approximately 58.1 million USD), a year-on-year decrease of 67% and a quarter-on-quarter increase of 30% [3] - Gross profit for Q2 2025 was 470 million Bahraini Dinars (approximately 125.1 million USD), reflecting a year-on-year decrease of 54% and a quarter-on-quarter decrease of 7% [3] - As of June 30, 2025, total assets were 2,657.9 million Bahraini Dinars (approximately 706.9 million USD), a decrease of 0.6% compared to December 31, 2024 [4]

Core Viewpoint - Hang Seng Bank's mid-year results for 2025 show a significant decline in net interest income and shareholder profit, leading to a drop in stock price [1] Financial Performance - The bank reported net interest income of HKD 14.339 billion, a year-on-year decrease of 7.39% [1] - Shareholder profit was HKD 6.88 billion, down 30.46% compared to the previous year [1] - Basic earnings per share were HKD 3.34 [1] Factors Affecting Performance - The decrease in net interest income by HKD 1.144 billion, or 7%, was primarily due to a 3% reduction in average total customer loans and a decline in market interest rates, particularly the Hong Kong Interbank Offered Rate remaining low since May 2025 [1] - The bank's non-performing loan ratio stands at 6.69%, attributed to ongoing credit pressure from the real estate sector [1] Dividend and Share Buyback - The board declared a second interim dividend of HKD 1.30 per share, bringing the total interim dividend for the first half of 2025 to HKD 2.60, an increase of 8% from the same period last year [1] - The bank plans to initiate a share buyback program of up to HKD 3 billion [1]

Core Viewpoint - PepsiCo (PEP.O) is expected to return a total of $8.6 billion in cash to shareholders, which includes $7.6 billion in dividends and $1 billion in stock buybacks [1] Group 1 - The total cash return to shareholders is projected at $8.6 billion [1] - The breakdown of the cash return includes $7.6 billion allocated for dividends [1] - An additional $1 billion is planned for stock buybacks [1]

Core Viewpoint - The stock price of China Feihe (6186.HK) has significantly dropped due to the expected decline in performance for the first half of 2025, with projected revenues of approximately 9.1 billion to 9.3 billion yuan, down from about 10.1 billion yuan in the same period of 2024 [1][2][6]. Financial Performance - China Feihe anticipates revenues of approximately 91 billion to 93 billion yuan for the first half of 2025, representing a decrease from 101 billion yuan in the same period of 2024 [2][6]. - The company expects a net profit of around 1 billion to 1.2 billion yuan, down from approximately 1.9 billion yuan in 2024 [6]. - In 2024, China Feihe reported total revenue of 20.749 billion yuan and a net profit of 3.570 billion yuan [7]. Market Context - The infant formula industry in China has faced challenges due to declining birth rates, with a 5% and 10% decrease in market size in 2022 and 2023, respectively [7]. - The market is expected to stabilize in 2025, driven by a rebound in birth rates and government incentives for childbirth [7]. Strategic Initiatives - China Feihe plans to utilize at least 1 billion yuan for share buybacks, reflecting confidence in its long-term business prospects [9][10]. - The company will distribute dividends of no less than 2 billion yuan in 2025, despite short-term financial challenges [10][11]. - The company has increased its focus on high-end products and aims to enhance its market position through differentiated offerings [7][10]. Investor Relations - China Feihe has a strong commitment to returning value to investors, with a dividend payout of 0.3264 yuan per share in 2024, totaling 2.96 billion yuan, and a dividend rate of approximately 76% [11]. - The company is expected to maintain a stable sales expense ratio while increasing marketing efforts for its functional nutrition business [11].