Core Viewpoint - The Hang Seng Index Company announced the results of the quarterly review for the Hang Seng Index series, with the inclusion of Joy Spreader Group in the Hang Seng Composite Index, effective from September 8, 2025 [1] Group 1: Company Performance - Joy Spreader Group reported a revenue of 769 million RMB for the six months ending June 30, 2025, representing a year-on-year increase of 16.78% [1] - The company's net profit attributable to shareholders was 22.486 million RMB, reflecting a year-on-year growth of 14.23% [1] - Basic earnings per share were reported at 1.45 cents [1] Group 2: Market Impact - The inclusion of Joy Spreader Group in the Hang Seng Composite Index may lead to its potential addition to the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1]

8月22日，恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果，其中中国食品(00506) 获纳入恒生综合指数，变动将于9月5日(星期五)收市后实施并于9月8日(星期一)起生效，届时沪深交易 所会相应调整港股通可投资标的范围。据华泰证券研报，中国食品有可能被调入港股通，因其满足了包 括市值、流动性和上市时间等在内的一系列标准。 中国食品截至2024年12月31日止年度的全年业绩显示，收入214.92亿元(人民币，下同)，同比增加 0.21%；股东应占溢利8.61亿元，同比增加3.36%；每股基本盈利30.76分；拟派发末期股息每股0.153 元。 ...

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with "沪上阿姨" (02589) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - The inclusion of "沪上阿姨" may lead to adjustments in the eligible stocks for the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1] - "沪上阿姨" announced that its board approved the proposal to convert up to 35,255,992 shares of unlisted domestic shares into H-shares, which represents approximately 33.51% of the company's total issued share capital as of the announcement date [1]

中国食品截至2024年12月31日止年度的全年业绩显示，收入214.92亿元(人民币，下同)，同比增加 0.21%；股东应占溢利8.61亿元，同比增加3.36%；每股基本盈利30.76分；拟派发末期股息每股0.153 元。 智通财经APP获悉，8月22日，恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果，其 中中国食品(00506)获纳入恒生综合指数，变动将于9月5日(星期五)收市后实施并于9月8日(星期一)起生 效，届时沪深交易所会相应调整港股通可投资标的范围。据华泰证券研报，中国食品有可能被调入港股 通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

Core Viewpoint - The Hang Seng Index Company announced the results of the quarterly review for the Hang Seng Index series, with IFBH (06603) being included in the Hang Seng Composite Index, effective from September 8, 2025, following adjustments to the Hong Kong Stock Connect investment scope [1] Group 1: Company Performance - IFBH reported a revenue of $9,446.4 million for the six months ending June 30, 2025, representing a year-on-year increase of 31.49% [1] - The profit attributable to the owners of the parent company was $1,497.6 million, showing a year-on-year decrease of 4.82% [1] - Adjusted net profit was $1,890 million, reflecting a year-on-year increase of 13.9% [1] - Earnings per share stood at 6.7 cents [1] Group 2: Market Impact - The inclusion of IFBH in the Hang Seng Composite Index may lead to its potential addition to the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1]

业绩方面，6月25日，商晋景新能发布了2025财年(截至3月31日止12个月)的业绩公告。数据显示，公司 报告期内的收入约为8.7亿(港元，下同)，同比大增92.3%。若剔除若干项不反映业务持续经营表现的一 次性开支后，晋景新能2025财年已实现盈利。报告期内，晋景新能的经调整EBITDA录得盈利4476.4万 元。 分析人士指出，一旦入港股通，晋景新能将直接解锁内地资金的流入通道，有望获得更多南向资金的关 注、青睐，以及被动资金如指数基金的增配，短期流动性便将显著提升。 8月22日，恒生指数公司公布最新季检结果，其中晋景新能(01783)获纳入恒生综合指数成份股，所有变 动将于2025年9月5日(星期五)收市后实施并于2025年9月8日(星期一)起生效。此前，瑞银、中金及申万 宏源预计晋景新能有望纳入港股通名单标的。 ...

业绩方面，6月25日，商晋景新能发布了2025财年(截至3月31日止12个月)的业绩公告。数据显示，公司 报告期内的收入约为8.7亿(港元，下同)，同比大增92.3%。若剔除若干项不反映业务持续经营表现的一 次性开支后，晋景新能2025财年已实现盈利。报告期内，晋景新能的经调整EBITDA录得盈利4476.4万 元。 智通财经APP获悉，8月22日，恒生指数公司公布最新季检结果，其中晋景新能(01783)获纳入恒生综合 指数成份股，所有变动将于2025年9月5日(星期五)收市后实施并于2025年9月8日(星期一)起生效。此 前，瑞银、中金及申万宏源预计晋景新能有望纳入港股通名单标的。 分析人士指出，一旦入港股通，晋景新能将直接解锁内地资金的流入通道，有望获得更多南向资金的关 注、青睐，以及被动资金如指数基金的增配，短期流动性便将显著提升。 ...

Group 1 - The core point of the article is that Huiju Technology (01729) is experiencing a significant stock price increase, attributed to positive earnings expectations and potential inclusion in the Hang Seng Index [1] - Huiju Technology's stock rose over 6% in the afternoon, with a current price of 12.08 HKD and a trading volume of 91.675 million HKD [1] - The company has issued a profit warning, expecting a year-on-year profit growth of approximately 50% to 60% for the first half of the year, driven by increased sales orders in the data center segment of its wire components [1] Group 2 - The Hang Seng Index Company is set to release its mid-year review results on August 22, with changes effective from September 8, which is closely monitored by investors [1] - There is a strong possibility that Huiju Technology will be included in the Hang Seng Composite Small Cap Index, meeting the requirement of a market capitalization greater than 5 billion HKD, which may lead to its inclusion in the Stock Connect list [1] - Guotai Junan Securities expresses optimism regarding the company's potential inclusion in the Stock Connect list [1]

Core Viewpoint - 汇聚科技预计上半年纯利将同比增长约50%至60%，主要受益于电线组件分部内数据中心销售订单的增加 [1] Group 1: Company Performance - 汇聚科技股价在午后交易中上涨超过6%，截至发稿时涨幅为5.59%，报12.08港元，成交额为9167.5万港元 [1] - 公司将于8月28日召开董事会会议以审批中期业绩 [1] - 公司此前发布盈喜，预计上半年纯利将同比录得约50%至60%的增长 [1] Group 2: Market Impact - 恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月8日生效 [1] - 恒生综合指数的变动将影响港股通名单，投资者对此高度重视 [1] - 国金证券指出，汇聚科技有望被纳入恒生综合小型股指数，并满足流通市值大于50亿港元的标准 [1] - 国证国际也看好公司进入港股通名单 [1]

嘉实基金发布公告称，旗下两只港股通ETF——港股通消费ETF（520620）与港股通科技ETF嘉实 （520670）将于今日在上海证券交易所上市。 港股通，代表着上交所、深交所分别和港交所互联互通，内地与香港投资者可以互相买卖在对方交易所 上市的部分股票。一只港股股票被纳入港股通，意味着内地投资者不需要开通港股账户，即可直接在内 地交易所交易。港股通ETF可投资港股通标的范围内的股票，优势是不占用外汇额度。 （文章来源：21世纪经济报道） 同日上市的港股通科技ETF嘉实（520670）追踪恒生港股通科技主题指数（HSSCITI.HI），反映能通过 港股通买卖，且全部为科技主题相关的香港上市公司表现。从编制方案看，该指数以"科技主题"和"成 长性"为核心标尺，从港股通标的中选择具备成长潜力的企业，优先纳入市值较大的龙头企业，如快 手、中芯国际、小米等。Wind数据显示，截至8月15日，恒生港股通科技主题指数近一年涨幅高达 93.86%。 展望未来，在内外共振下，港股依旧值得期待。凭借投资门槛低、流动性强、交易便捷，且不受QDII 额度限制等优势，以港股通消费ETF（520620）与港股通科技ETF嘉实（5206 ...