德利机械(02102)发布公告，集团预期截至2025年7月31日止年度的净溢利将较截至2024年7月31日止年 度所取得的净溢利增加约250%至300%。 董事会认为该增幅主要是由于(i)香港特别行政区政府推行的多个发展项目及铁路项目，以及堆填区扩建 项目所产生的需求，带动重型设备的销售及租赁增加;以及(ii)截至2025年7月31日止年度，由于贸易及租 赁应收款项的账面金额减少及收回率改善，导致贸易及租赁应收款项的预期信贷亏损拨备出现拨回 (2024年：预期信贷亏损拨备约为320万港元，主要由于考虑到应收款项预期年限的经济状况及客户的付 款历史，信贷风险及预期违约风险增加，导致预期信贷亏损拨备增加)。 ...

Core Viewpoint - The companies BGI Hotel, Shunhao Properties, and Shunhao Holdings expect significant increases in net profit for the mid-term of 2025 compared to the same period in 2024, driven by improved hotel revenues and reduced operational costs [1][2]. Group 1: Financial Projections - BGI Hotel anticipates a net profit of no less than HKD 59 million for the mid-term of 2025, up from HKD 42 million in 2024, representing an increase of over 40% [1] - Shunhao Properties expects a net profit of no less than HKD 78 million for the mid-term of 2025, compared to HKD 61 million in 2024, indicating an increase of over 28% [1] - Shunhao Holdings projects a net profit of no less than HKD 38 million for the mid-term of 2025, up from HKD 30 million in 2024, reflecting an increase of over 27% [1] Group 2: Factors Influencing Profit Changes - The expected increase in net profit for 2025 is primarily attributed to higher hotel revenues, reduced operational costs, and lower financial costs [2] - Despite the profit increases, Shunhao Properties and Shunhao Holdings are projected to experience a decrease in net profit when accounting for property revaluation and non-cash depreciation due to a weak property market leading to lower non-cash property valuations [2]

Group 1 - The core viewpoint of the announcement is that 联邦制药 expects a net profit of approximately RMB 1.85 billion for the six months ending June 30, 2025, compared to RMB 1.49 billion for the same period in 2024, indicating a significant increase in profitability [1][3] - The increase in net profit is primarily attributed to licensing fee income from Novo Nordisk, amounting to approximately RMB 1.1 billion [3] - However, there was a decline in segment profits from intermediates by approximately RMB 430 million and from active pharmaceutical ingredients by approximately RMB 270 million, which partially offset the profit increase [3] Group 2 - The interim results are not yet finalized and are based on preliminary reviews of management accounts and other available information, which may be subject to adjustments and final confirmation [3] - The company is primarily engaged in the research, development, production, and sales of pharmaceuticals [3]

Core Insights - The company, 泰升集团 (Taiseng Group), expects a net profit of approximately HKD 34 million for the six months ending June 30, 2025, compared to a net profit of about HKD 10.7 million for the same period in 2024, indicating significant growth in profitability [1] Financial Performance - The increase in net profit is primarily attributed to a rise in revenue from foundation piling operations and an improvement in gross profit margin [1]