Group 1 - Boreton (01333) shares increased by over 8%, reaching a price of 29.88 HKD with a trading volume of 16.298 million HKD [1] - The company announced that on August 8, 2025, it learned that the China Securities Regulatory Commission (CSRC) accepted its application for H-share full circulation, submitted by several shareholders [1] - Upon obtaining all necessary approvals, including those from the CSRC and the Stock Exchange, certain non-listed shares will be converted into H-shares and listed for trading on the main board of the Stock Exchange [1] Group 2 - The Hang Seng Index Company will release its mid-year review results on August 22, with changes effective from September 8 [1] - As per Huatai Securities, Boreton and other stocks may be included in the Hong Kong Stock Connect scope in September [1] - Boreton is a provider of electric engineering machinery, ranking third and seventh in 2024 among all new energy wide-body dump truck and loader manufacturers, with market shares of 18.3% and 3.8% respectively [1]

Group 1 - The core point of the article is that Boleton (01333) has seen a significant stock price increase of over 8%, currently trading at 29.88 HKD with a transaction volume of 16.298 million HKD [1] - Boleton has submitted a filing to the China Securities Regulatory Commission (CSRC) regarding the implementation of full circulation of H-shares, which will convert non-listed shares into H-shares upon receiving all necessary approvals [1] - The company is recognized as a leading provider of electric engineering machinery, ranking third and seventh in market share for all new energy wide-body dump trucks and loaders, with respective market shares of 18.3% and 3.8% [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 may include Boleton in the Hong Kong Stock Connect investment scope [1] - Boleton is noted as the only pure new energy engineering machinery manufacturer among the top manufacturers in the new energy sector [1]

Core Viewpoint - The company has announced that the China Securities Regulatory Commission (CSRC) has accepted its application for the implementation of full circulation of H-shares, which involves converting certain non-listed shares into H-shares for trading on the Hong Kong Stock Exchange [1] Group 1 - The application was submitted by several shareholders of the company to the CSRC [1] - The conversion of non-listed shares into H-shares is contingent upon obtaining all necessary approvals, including those from the CSRC and the Hong Kong Stock Exchange [1] - The proposed changes are in compliance with all applicable laws, regulations, and rules [1]

Core Viewpoint - The company, Yimai Sunshine (02522), has announced a positive earnings forecast, leading to a significant increase in its stock price, reflecting strong revenue and profit growth expectations for the first half of the year [1] Financial Performance - The company expects revenue for the first half of the year to be between 450 million to 480 million RMB, representing a year-on-year growth of approximately 8.77% to 16.03% [1] - Projected net profit is estimated to be between 14.5 million to 16.5 million RMB, indicating a substantial year-on-year increase of approximately 1350% to 1550% [1] - The increase in revenue is attributed to a rise in the number of customers and services delivered, while the profit increase is mainly due to higher revenue compared to the same period in 2024 and a reduction in administrative expenses [1] Shareholder Actions - The company's board has approved the full circulation of 104 million unlisted shares held by certain shareholders, which accounts for approximately 28.46% of the total issued share capital as of the announcement date [1] - The full circulation of H-shares is pending approval from relevant authorities, including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1]

完成有关备案并取得所有相关批准(包括中国证监会备案)及符合所有适用法例、规则及条例后，该等内 资股将转换为H股。公司亦会向联交所申请批准该等H股在联交所主板上市及买卖。根据公司的公司章 程，毋须就H股全流通以及转换及上市于股东会上取得公司股东批准。 格隆汇8月4日丨越疆(02432.HK)公告，董事会于2025年8月4日审议和批准实施H股全流通的建议，即拟 将公司若干股东所持有的公司19,688,106股境内未上市股份转换为公司的H股，占于本公告日期本公司 已发行股份总数约4.65%("H股全流通")。 ...

阳光保险(06963)发布公告，鉴于指引，公司董事会已于2025年8月1日审议并批准申请H股全流通方案的 议案，以将合计不超过约35.2亿股(占公司股份总数的比例约为30.60%)公司境内未上市股份转为公司H 股(本次H股全流通)。于获得所有相关批准(包括中国大陆金融监管机构及香港联交所的批准等)并符合 所有适用法律、规则及法规后，拟参与本次H股全流通的股东所持有的部分或全部公司境内未上市股份 将转换为公司H股，公司将向香港联交所申请该等H股于主板上市及买卖(转换及上市)。根据《阳光保 险集团股份有限公司章程》，本次H股全流通以及转换及上市无须经公司股东会审议批准。 截至本公告日期，公司尚未就本次H股全流通向境内金融监管机构或香港联交所提出申请，且本次H股 全流通的实施计划详情尚未最终确定。 ...

Investment Dynamics - UK hedge fund Parvus has increased its stake in Kering to 5% [1] Financing Dynamics - UK affordable luxury brand Rise & Fall has completed a new funding round totaling £4 million, with £1.4 million from Wealth Club, aimed at supporting its five-year growth strategy [6] - Rise & Fall has achieved annual revenue growth of 100% since its inception three years ago, enhancing its brand appeal [6] Acquisition Dynamics - French-Swiss entrepreneur Dan Mamane has successfully acquired the sports brand Le Coq Sportif, which has faced operational challenges and filed for bankruptcy protection in 2024 [9] Listing Dynamics - Tea brand Hu Shang Ayi announced plans to implement an H-share full circulation plan, converting up to 35,255,992 domestic unlisted shares into H-shares, representing approximately 33.51% of its total issued share capital [11] Brand Dynamics - LV Beauté is set to open its first store in Nanjing, China, featuring a range of high-end beauty products, marking LVMH's accelerated expansion in the Chinese beauty market [13] - The French regulatory authority DGCCRF has fined SHEIN €40 million for misleading promotional practices, highlighting the need for compliance and transparency in the fast fashion sector [16][17] - Dior has expanded its collaboration with UNESCO through the "Women Dior" program, providing guidance to 2,500 women from 140 countries [20] Personnel Dynamics - Isabel Marant has appointed Sophie Condroyer as the new Chief Marketing Officer, bringing over 17 years of experience in the fashion and luxury industry [21] - LVMH has appointed Michael Burke as the Chairman and CEO of its Americas division to enhance its business presence in North and South America [24] - Galeries Lafayette has appointed Arthur Lemoine as the new CEO, marking a new growth phase for the company [27]

Group 1: New Tea Beverage Market - New tea beverage stocks surged on July 7, with significant increases in share prices for companies such as Cha Bai Dao (up 11.04%), Gu Ming (up 6.15%), and Mi Xue Group (up 5.74%) due to the competitive "takeaway war" [1] - The "takeaway war" has led to a surge in orders, with platforms like Taobao and Ele.me reporting over 80 million daily orders, including more than 13 million non-food orders, and over 200 million active users [1] - Huaxin Securities reported that the new tea beverage sector is benefiting from the explosive growth in takeaway services and seasonal demand, recommending investment opportunities in this sector [1] Group 2: Food Safety Issues - Mi Xue Bing Cheng faced a food safety scandal in Hong Kong, resulting in the closure of its Sha Tin store after high levels of bacteria were found in a frozen dessert sample [2] - The store has since been taken over by another tea brand, Hui Cha, which is undergoing renovations [2] - Mi Xue Group's investment in Hui Cha is now valued at 6.59 million RMB, a decrease of 37% from 2023 [2] Group 3: Stock Liquidity Enhancement - Hu Shang A Yi announced plans to implement a full circulation plan for H-shares, converting up to approximately 35.26 million unlisted domestic shares into H-shares, which represents about 33.51% of the company's issued share capital [3] - This initiative aims to enhance the liquidity of the shares and requires approval from the China Securities Regulatory Commission and the Hong Kong Stock Exchange [3] Group 4: International Expansion - Mo Suan Nai opened its first store in North America, located in Carrefour Laval shopping center in Montreal, Canada [4] - The brand is accelerating its international expansion, with plans for additional stores in Taiwan, South Korea, New York, Seattle, Toronto, and Thailand by the end of 2025 [4] Group 5: Rising Matcha Prices - The price of matcha raw materials has surged by 170% due to a significant reduction in production caused by record high temperatures last summer in Japan [5] - The auction price for matcha in Kyoto reached 8,235 yen per kilogram (approximately 408 RMB) in May, marking a substantial year-on-year increase [5] - The global demand for matcha is rising, and industry experts anticipate that prices will continue to climb after reaching new highs [5]

Core Viewpoint - The increasing enthusiasm for converting domestic shares to H-shares among Hong Kong-listed companies is evident, with HuTongDa Network applying to convert 349,749,813 domestic shares to H-shares, which will increase the H-share proportion to 94.21% after completion [1][2][4]. Group 1: Company Actions - HuTongDa Network has submitted an application to the China Securities Regulatory Commission (CSRC) to convert 349,749,813 domestic shares into H-shares, which represents approximately 91.48% of the total domestic shares and about 62.17% of the total share capital [2]. - After the conversion, the total number of H-shares will increase to 530,016,152, making up 94.21% of the total share capital, while domestic shares will decrease to 32,553,685, accounting for 5.79% [2]. - The company has 23 shareholders participating in the conversion, with the largest shareholder, the chairman Wang Jianguo, converting 114 million domestic shares to H-shares [2]. Group 2: Market Context - The H-share market still has a significant amount of domestic shares that cannot be traded, unlike the A-share market, which has already achieved full circulation [1][4]. - The CSRC has been promoting the conversion of domestic shares to H-shares since 2019, and recent regulatory changes have simplified the process, allowing for faster conversions [4][6]. - The market environment has improved, with a notable increase in trading volume in the Hong Kong market, which is driving more companies to consider converting their domestic shares to H-shares [7]. Group 3: Industry Trends - There has been a noticeable increase in the number of companies applying for full circulation of H-shares, with 11 companies obtaining approval for conversion in the last three months, surpassing the total applications from the previous year [6]. - The trend of converting domestic shares to H-shares is expected to continue, with more state-owned enterprises and leading technology firms likely to join this movement [7].

Group 1 - The Shanghai Stock Exchange's benchmark market-making bond ETFs have collectively surpassed 100 billion yuan, with a total scale of nearly 48 billion yuan as of June 10, representing a 300% increase from the issuance scale [1] - The Shenzhen Stock Exchange is set to welcome "H+A" listed companies, which is expected to bring more quality listing resources and new opportunities for the A-share market [1] Group 2 - BMW's 5 Series has seen a price drop of 180,000 yuan within six months, with a nearly 40% decline in its five-year resale value [2] - Google has offered voluntary severance packages to employees across multiple departments, including its core engineering and search teams, as part of its latest workforce reduction efforts [2] Group 3 - Volkswagen announced a leadership change, appointing Kai Ze Kai as the new CEO for its passenger car brand in China, effective July 1, 2025 [3] - The wholesale price of the 25-year Flying Moutai has dropped below 2,000 yuan per bottle, indicating a price decline in the liquor market [3] Group 4 - The founder of Pang Dong Lai estimates the company's net profit for 2025 to be around 1.5 billion yuan, with an average monthly income of 9,000 yuan for over 8,000 employees [3] Group 5 - Tencent has established an executive committee for its online video business unit, with Sun Zhonghuai appointed as chairman [4] - Industrial Securities has announced a leadership change, with Su Junliang appointed as the party secretary [4] Group 6 - Yilian Biotech has hired banks to arrange its IPO in Hong Kong, aiming to raise over 100 million USD [5] - October Rice Field has received a notice from the China Securities Regulatory Commission regarding its H-share full circulation application [5] Group 7 - New City Development plans to fully repurchase its 300 million USD offshore bonds maturing in July [5] - Rongfa Nuclear Power intends to issue non-public corporate bonds totaling no more than 1 billion yuan [5] Group 8 - Changyuan Donggu has been designated as a supplier for a well-known domestic automaker's engine cylinder body semi-finished product project, with an expected total sales amount of 450 million to 500 million yuan over five years [6] Group 9 - Huaxia Bank has received approval from the National Financial Regulatory Administration for the appointment of Zhang Chuanliang as a director [7][8] Group 10 - Dinglong Co. plans to acquire an 8% stake in its subsidiary, Dinghui Microelectronics, for 240 million yuan, increasing its ownership from 91.35% to 99.35% [9] Group 11 - The Shanghai Composite Index rose by 0.52% to surpass 3,400 points, with significant gains in rare earth and automotive parts sectors [10]