智通财经APP获悉，香港联交所最新数据显示，12月19日，Alibaba Group Holding Limited减持红星美凯 龙(01528)864.42万股，每股作价1.283港元，总金额约为1109.05万港元。减持后最新持股数目约为 3371.62万股，最新持股比例为4.55%。 ...

本次预计新增提供财务资助事项主要面向开业委管商场合作方，该等财务资助将满足公司和/或对应商 场项目的资金需求、加深公司与相关方的业务合作关系，有助于公司业务经营及拓展，符合公司主营业 务及战略发展方向。相关财务资助将在确保满足公司日常经营资金需求的前提下实施，不影响公司日常 资金正常周转需要，不存在损害公司或股东、特别是中小股东利益的情形。 格隆汇12月19日丨美凯龙(601828.SH)公布,公司及其控股的子(分)公司拟向开业委管商场合作方提供财 务资助，计划在2026年度内新增提供财务资助额度合计不超过人民币1000.00万元，利率不超过合同成 立时一年期贷款市场报价利率四倍，具体资助期限以公司与接受财务资助对象签订的相关合同为准。 ...

智通财经APP讯，国际家居零售(01373)发布公告，该公司将于2026年2月4日派发中期股息每股0.03港 元。 ...

本次预计新增提供财务资助事项主要面向开业委管商场合作方，该等财务资助将满足公司和/或对应商 场项目的资金需求、加深公司与相关方的业务合作关系，有助于公司业务经营及拓展，符合公司主营业 务及战略发展方向。相关财务资助将在确保满足公司日常经营资金需求的前提下实施，不影响公司日常 资金正常周转需要，不存在损害公司或股东、特别是中小股东利益的情形。 格隆汇12月19日丨美凯龙(601828.SH)公布,公司及其控股的子(分)公司拟向开业委管商场合作方提供财 务资助，计划在2026年度内新增提供财务资助额度合计不超过人民币1000.00万元，利率不超过合同成 立时一年期贷款市场报价利率四倍，具体资助期限以公司与接受财务资助对象签订的相关合同为准。 ...

公告称，收入减少反映出中国香港零售业面临多方面的挑战。中国内地电商凭借规模与成本优势，进一 步挤占本地市场份额;线下同业亦纷纷竞相促销，竞争日趋白热化。与此同时，消费者行为不断转 变，"北上消费"与"境外消费"趋势分流部分本地客源;而本地市场呈现的"消费降级"现象，亦反映顾客在 经济压力而趋向理性与精打细算的消费追求。此外，高昂的营运成本，为行业带来严峻考验。 国际家居零售(01373)发布截至2025年10月31日止6个月的中期业绩，该公司取得收入11.97亿港元，同比 减少5.8%;本公司权益持有人应占利润为2748.7万港元，同比减少16.6%;每股基本盈利3.84港仙;每股中期 股息3港仙。 ...

公告称，收入减少反映出中国香港零售业面临多方面的挑战。中国内地电商凭借规模与成本优势，进一 步挤占本地市场份额;线下同业亦纷纷竞相促销，竞争日趋白热化。与此同时，消费者行为不断转 变，"北上消费"与"境外消费"趋势分流部分本地客源;而本地市场呈现的"消费降级"现象，亦反映顾客在 经济压力而趋向理性与精打细算的消费追求。此外，高昂的营运成本，为行业带来严峻考验。 智通财经APP讯，国际家居零售(01373)发布截至2025年10月31日止6个月的中期业绩，该公司取得收入 11.97亿港元，同比减少5.8%;本公司权益持有人应占利润为2748.7万港元，同比减少16.6%;每股基本盈 利3.84港仙;每股中期股息3港仙。 ...

Core Viewpoint - The company reported a decline in revenue and profit for the six months ending October 31, 2025, indicating significant challenges in the retail market in Hong Kong [1] Financial Performance - The company recorded revenue of HKD 1.197 billion, a year-on-year decrease of 5.8% [1] - Profit attributable to equity holders was HKD 27.487 million, down 16.6% [1] - The board declared an interim dividend of HKD 0.03 per share [1] Industry Challenges - The decline in revenue reflects multiple challenges faced by the Hong Kong retail sector, including increased competition from mainland e-commerce leveraging scale and cost advantages [1] - Intense promotional activities among offline competitors have led to heightened competition [1] - Changing consumer behavior, including trends of "northbound consumption" and "overseas consumption," has diverted some local customer traffic [1] - The phenomenon of "consumption downgrade" in the local market indicates that consumers are becoming more rational and budget-conscious due to economic pressures [1] - High operational costs pose significant challenges for the industry [1]

Group 1 - Alibaba has accelerated the divestment of external assets, having reduced its holdings in three listed companies within a week [1][2] - On December 17, Alibaba's shareholders reduced their stake in Huayi Brothers by 29,526,820 shares, decreasing their ownership from 6.06% to 5% [1] - On the same day, Alibaba Network completed a share reduction of 12,549,000 shares in Aojie Technology, representing 3% of the total share capital, with a total transaction value of 1.056 billion yuan [1] Group 2 - Alibaba's subsidiary, Taobao Holdings, reduced its stake in Red Star Macalline by 41,646,600 shares, which is 0.96% of the total share capital, bringing their ownership down from 7.33% to 6.37% [1] - As of December 18, Alibaba's latest holding in Red Star Macalline is 5.71% [1] - Earlier, on December 10, Meinian Health announced plans for a share reduction of up to 3% of its total share capital by Alibaba's subsidiary [2] Group 3 - A significant trend is that Alibaba's external investments are increasingly focused on the AI sector, with investments in AI rising from 4% to 50% of total investments after 2023 [4] - Alibaba has been actively investing in embodied intelligence, with several investments made throughout the year, including in companies like Beijing Xingdong Jiyuan Technology [4] - The CEO of Alibaba has indicated that the future may see more agents and robots than the global population, highlighting the importance of embodied intelligence in Alibaba's future AI applications [5] Group 4 - Alibaba is increasing its investment in its core businesses, including e-commerce and Alibaba Cloud, with a reported net cash flow from operating activities of 10.099 billion yuan, a 68% decrease year-on-year [5] - The company reported a free cash flow outflow of 21.840 billion yuan, contrasting with a net inflow of 13.735 billion yuan in the same period of 2024, indicating significant cash expenditures in the competitive landscape and AI infrastructure [5]

净利连续亏损、营收规模不断缩窄，美克家居（600337）的财务数据反映了公司当下的经营困境。12月17日晚间，美克家居祭出大动作，将目光盯向了跨 界，欲购高速铜缆龙头企业深圳万德溙光电科技有限公司（以下简称"万德溙"）控制权。 据露笑科技彼时公告，万德溙投前估值为3亿元，增资完成后标的公司估值为3.6亿元。 天眼查显示，截至最新，深圳万德亚盛科技企业（有限合伙）、露笑科技分别系万德溙第一大、第二大股东，持股比例分别为83.33%、16.67%。 对于标的目前的盈利能力，美克家居在公告中并未过多介绍。不过，露笑科技当时公告中披露数据显示，截至2024年6月30日，万德溙资产总额为2878.9万 元，负债总额为2338.71万元，净资产为540.19万元，上半年营业收入为1701.65万元，净利润为90.87万元，上述数据均未审计。 资本市场上，A股公司跨界并购比比皆是，但整合效果不尽如人意的也有不少案例。另外，截至今年前三季度末，美克家居控股股东美克投资集团有限公司 （以下简称"美克集团"）所持公司近34%的股份仍处于满仓质押状态。美克家居的这次跨界并购，能否解开公司困局、疏解实控人冯东明的压力，结果还是 个未 ...

香港联交所最新数据显示，12月18日，Alibaba Group Holding Limited减持红星美凯龙（601828） (01528)2114.36万股，每股作价1.2949港元，总金额约为2737.885万港元。减持后最新持股数目约为 4236.04万股，最新持股比例为5.71%。 ...