香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責 , 對其準確性 或完整性亦不發表任何聲明 , 並明確表示 , 概不就因本公告全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 ( 於中華人民共和國註冊成立之股份有限公司 , 在香港以國控股份有限公司之名稱經營業務 ) (股份代號 :01099) 海外監管公告 中國，上海 2025年 10月 21日 於本公告日期，執行董事為連萬勇先生及孫京林先生；非執行董事為趙炳祥先生、陳啟宇先 生、祖敬先生、邢永剛先生、陳玉卿先生、文德鏞先生及馮蓉麗女士；獨立非執行董事為李 培育先生、吳德龍先生、俞衛鋒先生、石晟昊先生及陳威如先生。 * 本公司以其中文名稱及英文名稱「 Sinopharm Group Co. Ltd. 」根據香港公司條例註冊為非香港公司。 國藥集團一致藥業股份有限公司 2025 年度前三季度業績快報 本公告乃根據香港聯合交易所有限公司證券上市規則第 13.10B 條作出。 茲載列國藥控股股份有限公司旗下一間 A 股及 B 股於深圳證券交易所上市的附屬公 司，國藥集團一致藥業股份有限公司，在深圳證券交易所網站刊登的《 ...

Market Overview - The Nasdaq index rose by 1%, with Google shares increasing over 9%, reaching a historical high [8] - Spot gold surpassed $3,550, indicating a continued rise in safe-haven demand [8] - The 30-year U.S. Treasury yield approached 5% before retreating, while the 10-year yield was at 4.199% [8] - Southbound capital net purchased Hong Kong stocks worth $5.5 billion, with Alibaba seeing three consecutive days of increased holdings [8] - The Hong Kong PMI rose to 50.7 in August, indicating a significant improvement in the business environment [12] Company Focus - **Siengene (2096)**: Reported total revenue of RMB 3.585 billion for the first half of 2025, a year-on-year increase of 15.1%. Innovative drug revenue accounted for over 75%, growing by 26% [20] - **China Petroleum Engineering (2386)**: Achieved revenue of RMB 31.559 billion in the first half of 2025, a 10.1% year-on-year increase, with net profit reaching RMB 1.388 billion, up 4.8% [20] - **Longi Green Energy (6869)**: Revenue increased by 19.4% year-on-year, driven by strong overseas market demand, with overseas revenue growing by 52.8% [20] Economic Data - U.S. factory orders decreased by 1.3% month-on-month in July, with durable goods orders revised down by 2.8%, aligning with expectations [10] - The U.S. JOLTS job openings for July were reported at 7.181 million, lower than expected [10] - The U.S. trade balance for July showed a deficit of $77.9 billion [18] ETF and Stock Recommendations - **Gold ETFs**: Recommended for allocation due to strong safe-haven demand, with options like GLD or IAU [8] - **Alphabet Inc. (GOOG)**: The U.S. court ruling allowed Google to retain its Chrome browser, providing a short-term price increase opportunity [22][23] - **Adobe Inc. (ADBE)**: Actively integrating AI into core products, with over 35% of Photoshop subscribers using generative AI features, indicating a positive impact on user engagement [24][25]

Market Performance - Hang Seng Index (HSI) fell by 278 points or 1.1%, closing at 25,388[1] - Shanghai Composite Index (SSE) decreased by 12 points or 0.3%, ending at 3,593[2] - S&P 500 rose by 25 points or 0.4%, reaching a new closing high of 6,388[2] Trading Volume - Total trading volume for Hong Kong stocks was 281.77 billion HKD[1] - Shanghai Stock Exchange's trading volume was 821.6 billion CNY, while Shenzhen Stock Exchange's was 965.7 billion CNY[2] Economic Indicators - People's Bank of China conducted a 789.3 billion CNY reverse repo operation at a rate of 1.4%[2] - Industrial profits for large-scale industrial enterprises in China fell by 1.8% year-on-year to 3.44 trillion CNY in the first half of the year[4] Corporate Earnings - China Duty Free Group reported a revenue of 28.151 billion CNY, down 9.96% year-on-year[4] - Lao Poo Gold expects net profit for the six months ending June to be between 2.23 billion to 2.28 billion CNY, a growth of 279%-288%[5]

Market Overview - The Hang Seng Index is expected to rise to 24,300 points due to the easing of trade tensions between China and the US, with tariffs on Chinese imports reduced from 145% to 30% and on US imports from 125% to 10% for a period of 90 days [2] - The Chinese government is implementing a series of financial policies to stabilize the market, including interest rate cuts and structural monetary policy tools, which are expected to boost investor confidence in the mainland economy [2] Company Performance - Kuaishou (1024) reported a 11% year-on-year revenue increase in Q1, with adjusted profit rising 4%, driven by the commercialization of its AI technology, contributing 150 million RMB in revenue for the quarter [4][10] - Xiaomi (1810) saw a 47.4% year-on-year revenue growth in Q1, with adjusted net profit reaching 10.676 billion RMB, exceeding market expectations [4][10] - Alibaba (9988) is reportedly in talks with investment banks regarding the sale of its stake in ZTO Express (2057) [4][10] - Tencent Music (1698) is acquiring approximately 9% of SM Entertainment for 1.4 billion RMB [4] Economic Indicators - The US Federal Reserve maintained interest rates, citing increased uncertainty in the economic outlook, with expectations of two rate cuts totaling 0.5% this year [4] - China's industrial profits grew by 3% year-on-year in April, marking the fastest growth rate of the year, with total profits reaching 2.117 trillion RMB [8] - The automotive industry in China reported a revenue increase of 7% in the first four months of 2025, but profits declined by 5.1%, indicating rising cost pressures [8][10] Industry Trends - The pharmaceutical sector is benefiting from renewed COVID-19 outbreaks and ongoing cooperation between Chinese and American pharmaceutical companies [7] - New consumption sectors are showing resilience, particularly in low-priced and emotional consumption-related demands [7] - The automotive industry is facing challenges with profitability, as major manufacturers are under pressure to control costs while maintaining quality [10]