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] - According to Huatai Securities research report, "沪上阿姨" is likely to be included in the Stock Connect program due to meeting various criteria including market capitalization, liquidity, and listing duration [1] - "沪上阿姨" announced that on July 4, 2025, the board approved a proposal to convert up to 35,255,992 shares of unlisted domestic shares into H-shares, representing approximately 33.51% of the total issued share capital as of the announcement date [1]

Group 1 - The core point of the article is that Zhengli New Energy (03677) has been included in the Hang Seng Composite Index, with the changes effective from September 8, 2025, following the quarterly review by the Hang Seng Index Company [1] - The inclusion in the index may lead to Zhengli New Energy being added to the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration [1] - Zhengli New Energy expects to report a net profit ranging from approximately RMB 198 million to RMB 243 million for the six months ending June 30, 2025, a significant increase compared to a net loss of approximately RMB 130 million in the same period last year [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with 康耐特光学 (Conant Optical) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - 康耐特光学 is likely to be included in the Hong Kong Stock Connect due to meeting various criteria including market capitalization, liquidity, and listing duration, as reported by Huatai Securities [1] - CICC initiated coverage on 康耐特光学 with an "outperform" rating and a target price of HKD 54.00, based on a P/E valuation method corresponding to a 35x P/E for 2026, with expected EPS of HKD 1.14 and HKD 1.42 for 2025 and 2026 respectively, indicating a CAGR of 26% from 2024 to 2026 [1] Group 2 - 康耐特光学 is recognized as a global leader in resin lens manufacturing, with advanced R&D capabilities and stable customer relationships, suggesting potential for sustained growth through customized lenses, proprietary brands, and smart glasses development [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with Boleton (01333) being included in the Hang Seng Composite Index, effective after market close on September 5, 2025, and effective from September 8, 2025 [1] - Boleton is likely to be included in the Hong Kong Stock Connect due to meeting various criteria including market capitalization, liquidity, and listing time, as reported by Huatai Securities [1] - Boleton announced a construction contract with Hunan Bairui for the Boleton Electric Wide-body Dump Truck and Unmanned Driving Innovation Center project, with a total contract value of RMB 99.5 million [1]

Core Viewpoint - The inclusion of药捷安康-B (02617) in the Hang Seng Composite Index is expected to enhance its visibility and liquidity in the market, with potential adjustments to the Hong Kong Stock Connect investment scope [1] Group 1: Company Developments -药捷安康-B has been included in the Hang Seng Composite Index, with the change effective from September 8, 2025, following the announcement on August 22 [1] - The company’s self-developed multi-target kinase inhibitor,替恩戈替尼 (TT-00420), has received Fast Track designation from the FDA for the treatment of metastatic castration-resistant prostate cancer [1] -替恩戈替尼 is currently in global Phase III registration trials, targeting FGFR/VEGFR, JAK, and Aurora kinases for its anti-tumor effects, showing potential efficacy in treating various solid tumors in ongoing clinical trials in the US and China [1] Group 2: Market Implications - The inclusion in the Hang Seng Composite Index may lead to an increase in the stock's market capitalization and liquidity, as it meets criteria such as market value, liquidity, and listing duration [1] - There is a possibility that药捷安康-B could be added to the Hong Kong Stock Connect, further broadening its investor base [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with the inclusion of Jiangsu Hengrui Medicine Co., Ltd. (02617) in the Hang Seng Composite Index, effective after market close on September 5 and starting September 8 [1] - According to Huatai Securities research, Jiangsu Hengrui Medicine Co., Ltd. may be included in the Stock Connect program due to meeting various criteria including market capitalization, liquidity, and listing duration [1] Group 2 - Jiangsu Hengrui Medicine Co., Ltd. announced that its self-developed multi-target kinase inhibitor, TT-00420, has received Fast Track designation from the U.S. Food and Drug Administration (FDA) for the treatment of metastatic castration-resistant prostate cancer [1] - The company stated that TT-00420 is currently in global Phase III registration trials, targeting FGFR/VEGFR, JAK, and Aurora kinases to exert anti-tumor effects, with clinical trials in the U.S. and China showing potential efficacy in treating various solid tumors [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with Brainstorming Aurora-B (06681) being included in the Hang Seng Composite Index, effective after market close on September 5 and effective from September 8 [1] - The inclusion of Brainstorming Aurora-B may lead to its addition to the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration according to Huatai Securities research [1] - For the fiscal year ending December 31, 2024, Brainstorming Aurora-B reported revenue of RMB 122 million, an increase of 82.01% year-on-year; adjusted net loss was RMB 162 million, an increase of 8.68% year-on-year; loss attributable to shareholders was RMB 198 million, a decrease of 44.78% year-on-year; basic loss per share was RMB 0.22 [1]

Group 1 - The Hang Seng Index Company announced the results of the quarterly review for the Hang Seng Index series as of June 30, 2025, with Country Garden (02007) being included in the Hang Seng Composite Index, effective after market close on September 5 and starting on September 8 [1] - According to Huatai Securities research, Country Garden is likely to be included in the Hong Kong Stock Connect due to meeting various criteria including market capitalization, liquidity, and listing time [1] - Country Garden has reached an agreement on the main terms of its offshore debt restructuring proposal with the bank coordination committee, which represents 49% of the total principal amount of existing syndicated loans [1] Group 2 - The company has received strong support from creditors holding a significant amount of existing debt and is working closely with the project team and coordination committee to finalize formal documents, aiming to complete the proposed restructuring by the end of 2025 [1] - Over 77% of existing US dollar noteholders and current lenders under Ever Credit bilateral loans have signed the restructuring support agreement [1]

Core Viewpoint - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series, with Chow Tai Fook (06168) being included in the Hang Seng Composite Index, effective from September 8, 2025, which may lead to adjustments in the Hong Kong Stock Connect investment scope [1] Group 1: Company Analysis - Chow Tai Fook is expected to be included in the Hong Kong Stock Connect due to meeting various criteria such as market capitalization, liquidity, and listing duration [1] - CITIC Securities published an investment value analysis on Chow Tai Fook, highlighting its light-asset model and attractive franchise policy as key growth drivers [1] - The company aims to enhance brand strength and explore both domestic and international gold and jewelry consumption markets, with a target price of HKD 44 based on a 22x PE for 2025 [1]

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of June 30, 2025, with IFBH (06603) being included in the Hang Seng Composite Index, effective after market close on September 5 and starting on September 8 [1] - The inclusion of IFBH in the index may lead to its eligibility for the Hong Kong Stock Connect, as it meets various criteria including market capitalization, liquidity, and listing duration according to Huatai Securities [1] - For the six months ending June 30, 2025, IFBH reported revenue of $94.464 million, a year-on-year increase of 31.49%, while profit attributable to the parent company was $14.976 million, a decrease of 4.82% [1] Group 2 - The adjusted net profit for IFBH was $18.90 million, reflecting a year-on-year increase of 13.9%, with earnings per share at 6.7 cents [1]