Group 1 - The Hang Seng Index closed down 0.98% at 25,270.07 points on August 15 [1] - New Yaohai (00970.HK) closed at HKD 0.71 per share, up 18.33%, with a trading volume of 1.844 million shares and a turnover of HKD 1.2702 million, showing a volatility of 20.0% [1] - Over the past month, New Yaohai has seen a cumulative increase of 20%, while year-to-date it has risen by 22.45%, underperforming the Hang Seng Index which has increased by 27.22% [1] Group 2 - As of March 31, 2025, New Yaohai reported total revenue of CNY 1.908 billion, a year-on-year decrease of 36.67%, and a net profit attributable to shareholders of -CNY 663 million, a year-on-year decrease of 17.08% [1] - The gross profit margin for New Yaohai is 6.82%, with a debt-to-asset ratio of 49.14% [1] - Currently, there are no institutional investment ratings for New Yaohai [2] Group 3 - The average price-to-earnings (P/E) ratio for the professional retail industry (TTM) is -5.47 times, with a median of -0.2 times [2] - New Yaohai's P/E ratio is -0.47 times, ranking 84th in the industry [2] - Other companies in the industry include Aoki Holdings (02519.HK) with a P/E of 5.75 times, Chen Chang International (00693.HK) at 6.13 times, and Bauhaus International (00483.HK) at 6.36 times [2] Group 4 - New Yaohai International Group Limited primarily engages in luxury goods agency in China [2] - The company capitalizes on the growing domestic luxury goods market driven by the emergence of a new generation of wealthy individuals in China [2] - New Yaohai entered the luxury goods agency business in 2008 [2]

8月14日，截至港股收盘，恒生指数下跌0.37%，报25519.32点。和谐汽车（03836.HK）收报2.1港元/ 股，上涨22.09%，成交量1312.9万股，成交额2641.64万港元，振幅27.33%。 最近一个月来，和谐汽车累计涨幅168.75%，今年来累计涨幅207.14%，跑赢恒生指数27.69%的涨幅。 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.26倍，行业中值-0.2倍。和谐汽车市盈率-8.34 倍，行业排名第54位；其他傲基股份（02519.HK）为5.99倍、陈唱国际（00693.HK）为6.13倍、包浩斯 国际（00483.HK）为6.52倍、周生生（00116.HK）为7.28倍、宝胜国际（03813.HK）为7.51倍。 资料显示，中国和谐汽车控股有限公司是中国领先的纯豪华和超豪华汽车经销商集团,于2013年在香港 主板上市(股票代码:03836.HK)。公司聚焦豪华、超豪华汽车销售主业,拥有劳斯莱斯、宾利、法拉利、 宝马、雷克萨斯等优势品牌。2023年和谐汽车与比亚迪、腾势等中国领先的新能源汽车品牌战略合作, 践行国家"一带一路"倡议,积极推动中国新能源汽车发展。截 ...

机构评级方面，目前暂无机构对该股做出投资评级建议。 8月14日，截至港股收盘，恒生指数下跌0.37%，报25519.32点。欧化（01711.HK）收报0.113港元/股， 上涨24.18%，成交量283万股，成交额27.52万港元，振幅51.65%。 最近一个月来，欧化累计涨幅49.18%，今年来累计涨幅44.44%，跑赢恒生指数27.69%的涨幅。 财务数据显示，截至2025年3月31日，欧化实现营业总收入1.41亿元，同比减少10.85%；归母净利 润-3785.26万元，同比减少64.03%；毛利率57.71%，资产负债率69.9%。 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 本文源自：金融界 作者：行情君 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.26倍，行业中值-0.2倍。欧化市盈率-1.77倍， 行业排名第67位；其他傲基股份（02519.HK）为5.99倍、陈唱国际（00693.HK）为6.13倍、包浩斯国际 （00483.HK）为6.52倍、周生生（00116.HK）为7.28倍、宝胜国际（03813.HK）为7.51倍。 资料显示，欧 ...

Group 1 - The Hang Seng Index rose by 0.25% to close at 24,969.68 points on August 12 [1] - The stock price of Sincere Company (先施) increased by 34.0% to HKD 0.335 per share, with a trading volume of 6.745 million shares and a turnover of HKD 2.0917 million, showing a volatility of 36.0% [1] - Over the past month, Sincere has seen a cumulative increase of 0.4%, while its year-to-date increase is 13.64%, underperforming the Hang Seng Index by 24.16% [1] Group 2 - For the fiscal year ending December 31, 2024, Sincere reported total revenue of HKD 122 million, a year-on-year decrease of 10.17%, and a net profit attributable to shareholders of -HKD 37.1712 million, an increase of 20.48% [1] - The gross profit margin for Sincere is 52.74%, with a debt-to-asset ratio of 73.14% [1] - Currently, there are no institutional investment ratings for Sincere [1] Group 3 - The average price-to-earnings (P/E) ratio for the professional retail industry (TTM) is -4.26 times, with a median of -0.2 times [1] - Sincere's P/E ratio stands at -8.18 times, ranking 53rd in the industry [1] - Other companies in the industry include Chen Chang International (陈唱国际) at 6.13 times, Aoki Holdings (傲基股份) at 6.16 times, and Bauhaus International (包浩斯国际) at 6.93 times [1] Group 4 - Sincere Company, established in 1900, is one of the oldest and most renowned department stores in Hong Kong [2] - The company primarily focuses on retail, offering a wide range of products including fashion apparel, bags, outdoor sports goods, beauty products, home goods, electronics, bedding, bathroom supplies, travel items, and food [2] - Sincere operates four stores located in Central, Mong Kok, Sham Shui Po, and Tsuen Wan, with the Mong Kok store covering approximately 40,000 square feet [2]

8月12日，截至港股收盘，恒生指数上涨0.25%，报24969.68点。慕尚集团控股（01817.HK）收报0.39港 元/股，上涨14.71%，成交量17.7万股，成交额6.14万港元，振幅13.24%。 最近一个月来，慕尚集团控股累计涨幅6.25%，今年来累计跌幅22.73%，跑输恒生指数24.16%的涨幅。 财务数据显示，截至2024年12月31日，慕尚集团控股实现营业总收入22.7亿元，同比减少2.55%；归母 净利润3095.4万元，同比减少21.77%；毛利率52.82%，资产负债率71.83%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.26倍，行业中值-0.2倍。慕尚集团控股市盈率 9.66倍，行业排名第12位；其他陈唱国际（00693.HK）为6.13倍、傲基股份（02519.HK）为6.16倍、包 浩斯国际（00483.HK）为6.93倍、周生生（00116.HK）为7.23倍、宝胜国际（03813.HK）为7.37倍。 资料显示，慕尚集团控股有限公司是中国领先的由新零售模式驱动的休闲时尚服饰多品牌运营公司,慕 尚:以"爱为 ...

资料显示，周六福珠宝股份有限公司是集珠宝首饰研发设计、生产加工、连锁销售、品牌运营为一体的 时尚珠宝集团。周六福以"缔造价值、传承真爱"为品牌理念,坚持"以品牌运营为核心、渠道和产品为两 翼"的发展战略,通过整合优质研发及生产资源、严控产品品质、持续优化渠道管理等专业化运作,开 展"周六福"珠宝品牌的连锁经营,现已确立品牌门店数量业内排名前列、品牌综合实力较强等竞争优 势。 大事提醒 2025年8月22日，披露2025财年中报 （以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 8月12日，截至港股收盘，恒生指数上涨0.25%，报24969.68点。周六福（06168.HK）收报46.44港元/ 股，上涨14.84%，成交量514.55万股，成交额2.25亿港元，振幅16.77%。 最近一个月来，周六福累计涨幅16.88%，今年来累计涨幅34.8%，跑赢恒生指数24.16%的涨幅。 财务数据显示，截至2024年12月31日，周六福实现营业总收入57.18亿元，同比增长11.04%；归母净利 润7.06亿元，同比增长7.07%；毛利率25.86%，资产负债率34.87%。 机构评 ...

8月6日，截至港股收盘，恒生指数上涨0.03%，报24910.63点。佳华百货控股（00602.HK）收报0.063港 元/股，上涨8.62%，成交量1474.25万股，成交额97.34万港元，振幅46.55%。 最近一个月来，佳华百货控股累计涨幅31.82%，今年来累计涨幅65.71%，跑赢恒生指数24.14%的涨 幅。 财务数据显示，截至2024年12月31日，佳华百货控股实现营业总收入3.79亿元，同比增长7.04%；归母 净利润-5572.7万元，同比增长63.48%；毛利率60.12%，资产负债率108.51%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.59倍，行业中值-0.19倍。佳华百货控股市盈 率-1倍，行业排名第75位；其他宝胜国际（03813.HK）为5.56倍、陈唱国际（00693.HK）为6.09倍、傲 基股份（02519.HK）为6.18倍、包浩斯国际（00483.HK）为6.93倍、周生生（00116.HK）为7.11倍。 资料显示，佳华百货控股有限公司现有职工逾2000人,从业人员逾万人,历年来已累计提供了近10 ...

Investment Rating - The report maintains a "Buy" rating for Alibaba Group (09988) with a target price not specified [5]. Core Views - The report anticipates steady revenue growth for Alibaba in FY26Q1, with a projected revenue of 266 billion yuan, representing a year-over-year increase of 9.4%. However, adjusted EBITA is expected to decline by 21.7% year-over-year to 35.3 billion yuan, resulting in an EBITA margin of 13.3%. Non-GAAP net profit is projected to be 31.7 billion yuan, down 22.7% year-over-year [1]. - The report highlights that the cloud business is expected to maintain high growth, with a projected revenue increase of 19.8% year-over-year in FY26Q1, and adjusted EBITA growth of 15.7% [4]. - The local life segment is expected to see a revenue increase of 13.0% year-over-year, driven by a 50 billion yuan subsidy plan for Taobao Flash Sales, which aims to boost consumer and merchant engagement [3]. - The international commerce segment is projected to grow by 21.9% year-over-year in FY26Q1, with adjusted EBITA expected to increase by 51.8% [4]. Summary by Sections Financial Performance - FY26Q1 revenue is expected to be 266 billion yuan, with a year-over-year growth of 9.4%. Adjusted EBITA is projected at 35.3 billion yuan, down 21.7% year-over-year, and Non-GAAP net profit is expected to be 31.7 billion yuan, down 22.7% year-over-year [1]. Local Life Segment - The local life segment is projected to grow by 13.0% year-over-year in FY26Q1, supported by a 500 billion yuan subsidy plan for Taobao Flash Sales, which has already led to a record daily order volume of over 80 million [3]. Cloud Business - The cloud business is expected to achieve a revenue growth of 19.8% year-over-year in FY26Q1, with adjusted EBITA growth of 15.7%. The company has launched competitive AI models, enhancing its market position [4]. International Commerce - The international commerce segment is anticipated to grow by 21.9% year-over-year in FY26Q1, with a significant increase in adjusted EBITA by 51.8%, reflecting strong demand in various global markets [4].

7月31日，截至港股收盘，恒生指数下跌1.6%，报24773.33点。和谐汽车（03836.HK）收报1.28港元/ 股，上涨26.73%，成交量1055.11万股，成交额1273.86万港元，振幅32.67%。 最近一个月来，和谐汽车累计涨幅55.38%，今年来累计涨幅80.36%，跑赢恒生指数25.51%的涨幅。 财务数据显示，截至2024年12月31日，和谐汽车实现营业总收入156.17亿元，同比减少5.8%；归母净利 润-2.91亿元，同比减少15.42%；毛利率4.48%，资产负债率57.11%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.95倍，行业中值-0.19倍。和谐汽车市盈 率-4.89倍，行业排名第60位；其他宝胜国际（03813.HK）为5.56倍、陈唱国际（00693.HK）为5.63倍、 傲基股份（02519.HK）为6.25倍、包浩斯国际（00483.HK）为7.08倍、周生生（00116.HK）为7.15倍。 资料显示，中国和谐汽车控股有限公司是中国领先的纯豪华和超豪华汽车经销商集团,于2013年在香港 主板上市( ...

7月31日，截至港股收盘，恒生指数下跌1.6%，报24773.33点。陈唱国际（00693.HK）收报1.46港元/ 股，上涨8.96%，成交量6.3万股，成交额9.15万港元，振幅10.45%。 最近一个月来，陈唱国际累计涨幅24.07%，今年来累计涨幅38.16%，跑赢恒生指数25.51%的涨幅。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，专业零售行业市盈率（TTM）平均值为-4.95倍，行业中值-0.19倍。陈唱国际市盈率 5.63倍，行业排名第2位；其他宝胜国际（03813.HK）为5.56倍、傲基股份（02519.HK）为6.25倍、包 浩斯国际（00483.HK）为7.08倍、周生生（00116.HK）为7.15倍、ASIA COMM HOLD（00104.HK）为 8.09倍。 来源：金融界 财务数据显示，截至2024年12月31日，陈唱国际实现营业总收入117.59亿元，同比减少8.15%；归母净 利润4.44亿元，同比增长70.97%；毛利率19.82%，资产负债率48.61%。 资料显示，陈唱国际有限公司为「日产」汽车在新加坡之独家分销商,以及「Subaru」汽车在 ...