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香港市民:财政预算案“派糖”措施“贴地” 投资创科强信心
Zhong Guo Xin Wen Wang· 2026-02-26 23:52
预算案提出拨款全面检视"楼宇更新大行动2.0"、延续"优化升降机资助计划"。住在北角多年的李太 说:"政府拿钱出来帮旧楼做维修,我们住得也踏实些。"(完) 来源:中国新闻网 编辑:董文博 香港市民:财政预算案"派糖"措施"贴地" 投资创科强信心 中新社香港2月26日电 (魏华都 邱兆翔)25日公布的香港特区政府2026/2027财政年度财政预算案提出多项 惠民生措施。26日,多位香港市民接受中新社记者采访时认为,预算案"派糖"措施"贴地",同时积极投 资创科,为香港长远发展注入动力,令人对香港经济前景更有信心。 2月25日,香港特区政府财政司司长陈茂波公布2026/2027财政年度特区政府财政预算案。图为在陈 茂波宣读预算案后,工作人员在湾仔向排队领取的香港市民发放《2026/2027财政年度政府财政预算 案》资料。 中新社记者 陈永诺 摄 住在大埔的彭女士与丈夫育有一女,加上供养父亲,一家均可享受预算案提出的增加免税额优惠。彭女 士计划将节省的钱投入女儿的教育中,"今年可以给女儿多报一个兴趣班,兴许还能带着孩子一起出去 旅游。" 预算案提出多个百亿元(港元)计划,拟投入创科产业、大力推进北部都会区建设,令从 ...
国家联合资源(00254.HK)中期亏损约2364万港元 同比增加约23.6%
Ge Long Hui· 2026-02-25 14:19
集团于本期间录得除所得税开支後亏损约23,642,000港元,而相应期间录得约19,133,000港元,亏损增加 约4,509,000港元或23.6%。于本期间及相应期间,公司拥有人应占亏损分别约为23,535,000港元及 19,238,000港元,亏损增加约4,297,000港元或22.3%。 格隆汇2月25日丨国家联合资源(00254.HK)公布截至2025年12月31日止六个月之中期业绩。于本期间, 集团录得总收益约34,343,000港元,其中约14,245,000港元来自汽车租赁及通勤巴士服务业务,而约 20,098,000港元则来自资讯科技业务。相应期间之收益合共约56,029,000港元,其中约21,512,000港元来 自汽车租赁及通勤巴士服务业务,而约34,517,000港元则来自资讯科技业务。 ...
九福来(08611)拟“1供1”基准供股发行最多4.68亿股供股股份
智通财经网· 2026-02-16 08:13
智通财经APP讯,九福来(08611)发布公告,本公司建议透过供股方式按于记录日期每持有1股股份获发1 股供股股份的基准,以每股供股股份认购价0.60港元发行最多4.68亿股供股股份(假设于记录日期或之前 并无发行或购回新股份),筹集所得款项总额最多约2.808亿港元(扣除开支前)(假设供股获悉数认购)。 在扣除有关供股的估计开支后,供股所得款项净额估计不超过约2.75亿港元(假设于记录日期或之前已 发行股份数目并无变动)。本公司拟将供股所得款项用于透过人工智能综合解决方案以提升其现有资讯 科技基础设施,重整其于中国的主要数据中心以扩大数据容量,以及重新开发若干软件即服务产品以使 其服务範畴多元化。 ...
中金:恒生与港股通调整影响分析 恒指新经济市值占比重回50%以上
智通财经网· 2026-02-16 00:01
Core Viewpoint - The report from CICC analyzes the impact of adjustments to the Hang Seng Index and Hong Kong Stock Connect, indicating a gradual increase in the number of constituent stocks and changes in sector weightings, with a notable shift towards new economy sectors [1][13]. Group 1: Hang Seng Index Adjustments - The Hang Seng Index will include Luoyang Molybdenum, Old Puhua Gold, and CATL, increasing the number of constituent stocks to 90 [7][6]. - The new economy's market capitalization share will slightly rise from 48.9% to 50.0%, regaining a position above 50% [13]. - The technology and industrial sectors will see increases in their weightings, from 14.9% to 15.9% and from 10.0% to 10.9%, respectively, while the financial sector and utilities/telecommunications will decline [13][1]. Group 2: Fund Flow Estimates - Positive impacts are expected for Luoyang Molybdenum, Beike-W, Horizon Robotics-W, and Old Puhua Gold, while negative impacts are anticipated for HSBC [3][10]. - Estimated passive fund inflows for the newly included stocks are approximately $150 million for Luoyang Molybdenum, $85 million for Old Puhua Gold, and $110 million for CATL, with varying timeframes for these inflows [9][10]. - For the Hang Seng Index, potential outflows from HSBC and CLP Holdings could reach $500 million and $50 million, respectively [9][10]. Group 3: Hong Kong Stock Connect Adjustments - An estimated 44 stocks are likely to meet the inclusion criteria for the Hong Kong Stock Connect, while 25 stocks may be removed [4][11]. - The adjustments to the Hang Seng Composite Index will serve as a primary basis for the investable range of the Hong Kong Stock Connect [11][12]. - New listings such as OSL Group and Hashkey Holdings may face uncertainties regarding their inclusion due to their nature as virtual asset platforms [12]. Group 4: Adjustment Timeline - The adjustments will officially take effect on March 9, with passive funds expected to rebalance on March 6 to minimize tracking errors [5][14]. - There may be significant trading volume on the last trading day before the adjustments take effect, particularly in the closing hours [14].
国家联合资源发盈警 预期中期公司拥有人应占亏损同比增加至约2200万至2500万港元
Zhi Tong Cai Jing· 2026-02-13 15:12
Group 1 - The company expects revenue of approximately HKD 34.34 million for the six months ending December 31, 2025, representing a year-on-year decline of about 38.7% [1] - The primary reason for the revenue decrease is the disposal of income-generating assets in the information technology business segment and a 30% reduction in revenue from the automobile rental and shuttle bus services, amounting to approximately HKD 7 million [1] - The company recognized a fair value loss of approximately HKD 9.348 million on financial liabilities measured at fair value through profit or loss during the period, which was not present in the previous period, helping to mitigate the impact on net loss due to reduced management expenses [1] Group 2 - The expected loss attributable to the company's owners for the period is estimated to be between HKD 22 million and HKD 25 million, an increase of approximately HKD 3 million to HKD 6 million compared to the loss of approximately HKD 19.238 million in the corresponding period [1]
国家联合资源(00254)发盈警 预期中期公司拥有人应占亏损同比增加至约2200万至2500万港元
智通财经网· 2026-02-13 15:10
Core Viewpoint - The company, National United Resources (00254), anticipates a revenue decline of approximately 38.7% for the six months ending December 31, 2025, amounting to about HKD 34.34 million [1] Revenue Summary - The revenue decrease is primarily attributed to the disposal of income-generating assets in the information technology business segment and a 30% reduction in revenue from the automotive leasing and shuttle bus services, equating to a decrease of around HKD 7 million [1] Financial Loss Summary - The company reported a fair value loss on financial liabilities of approximately HKD 9.348 million during the period, which was not present in the previous period, helping to mitigate the impact on net loss due to a reduction in management expenses [1] - The expected loss attributable to shareholders for the period is projected to be between HKD 22 million and HKD 25 million, an increase of approximately HKD 3 million to HKD 6 million compared to the loss of HKD 19.238 million in the corresponding period [1]
国家联合资源(00254.HK):预计中期净亏损为2200万港元至2500万港元
Ge Long Hui· 2026-02-13 15:02
Core Viewpoint - The company expects a revenue decline of approximately 38.7% for the six months ending December 31, 2025, compared to the same period in 2024, primarily due to the disposal of assets in its IT business segment and a significant decrease in revenue from its car rental and shuttle bus services [1] Revenue Performance - Revenue is projected to decrease from approximately HKD 56,029,000 in the corresponding period to about HKD 34,343,000 in the current period, a reduction of HKD 21,686,000 [1] - The decline in revenue is attributed to a 30% decrease, or approximately HKD 7,000,000, in income from the car rental and shuttle bus services [1] Financial Losses - The company anticipates a net loss attributable to shareholders of approximately HKD 22,000,000 to HKD 25,000,000 for the current period, which represents an increase of about HKD 3,000,000 to HKD 6,000,000 compared to the loss of approximately HKD 19,238,000 in the corresponding period [1] - The previous period included a fair value loss on financial liabilities of approximately HKD 9,348,000, which is not expected in the current period, helping to mitigate the impact on net losses [1]
HKiNEDA:香港独董薪酬差距最多2040倍 金融业成为薪酬最高行业
智通财经网· 2026-02-11 07:25
智通财经APP获悉,香港独立董事协会(HKiNEDA)公布2025年香港上市公司独立非执行董事统计调查结 果。调查显示,公司所属行业显着影响独董薪酬,金融行业成为薪酬最高的行业,而信息科技及工业行 业则相对较低;香港部分独董薪酬水平远超市场平均水平,收入最高的5位从业者年薪从292万港元至 1297万港元不等,最高数字是行业平均水平的约50倍。相比之下,收入最低的独董年薪只有6000元人民 币,其他最低5位在1.2万港元或以下。独董薪酬最高者,是最低的约2040倍。 另被问及独董相关新规实施后所产生的影响,协会会长杨志达表示,新规增加了独董在内部控制、风险 管理等方面的工作要求,董事培训也明确了5个必备主题,并新增董事会绩效评估要求,预计独董工作 量或工作时间会增加10%-20%。 针对工作量增加,他指,已向上市公司表达薪酬需重新检讨的诉求,但暂无明确的加薪幅度预期,因目 前缺乏全年统计数据,需客观的市场数据作为谈判依据。 今年的普查覆盖香港股票市场2637家上市公司,包括2307家主板上市公司和330家创业板上市公司。研 究人员借助人工智能技术,与传统人工操作相比,显著缩短了处理时间并且扩大了调查企业数量, ...
《2025年香港IPO及二级市场白皮书》发布:港股强势复苏,硬科技与生物医药成新引擎
Sou Hu Cai Jing· 2026-02-03 10:12
IPO市场全球夺魁,A+H上市成主力 2026年2月2日,沙利文捷利(深圳)云科技有限公司(活报告/LiveReport大数据)携手捷利交易宝、弗若斯特沙利文及头豹国际,正式发布《2025年香港 IPO市场及二级市场白皮书》。白皮书通过详实的数据与深度的行业洞察,系统回顾2025年港股市场表现,揭示其结构性变化与未来趋势。 2025年,香港IPO市场募资规模达2,867亿港元,同比大幅增长225.9%,重登全球募资榜首。全年共114家企业上市,同比增长62.9%。其中,超大规模IPO (募资超100亿港元)达8家,较2024年增长7倍。 | 规模区间(潜元) | 2023年(家数) | 2024年 (家数) | 2025年(家数) | | --- | --- | --- | --- | | 超大规模(100亿以上) | 0 | 1 | 8 | | 大规模(50-100亿) | 1 | 3 | 4 | | 中规模(20-50亿) | 3 | 2 | 21 | | 小规模(20亿以下) | 64 | 64 | 81 | | 合计 | ୧୫ | 70 | 114 | 来源:《2025年香港IPO市场及二级市场白皮书 ...
港股震荡分化,关注港股通互联网ETF易方达(513040)、恒生科技ETF易方达(513010)等产品投资机会
Sou Hu Cai Jing· 2026-01-30 11:02
港股本周震荡分化,能源、金融板块走强,医药与科技股回调。指数层面,中证港股通消费主题指数上涨0.2%,中证港股 通互联网指数下跌0.2%,恒生港股通新经济指数下跌0.9%,恒生科技指数下跌1.4%,中证港股通医药卫生综合指数下跌 3.0%。Wind数据显示,截至昨日,港股通互联网ETF易方达(513040)和恒生科技ETF易方达(513010)月内均"吸金"超 15亿元。 ai 中证港股通医药卫生综合指数 由港股通范围内医疗卫生行业中50只流动性较好、 市值较大的股票组成,医疗保健行业权重占比超 90% s 中证港股通互联网指数 由港股通范围内30家互联网龙头公司的股票组成, 主要包括信息技术、可选消费行业 东吴证券指出,港股仍在震荡向上的大趋势中,产业层面,AI应用预计将加速落地,半导体行业开启全面涨价潮。南向资 金方面,资讯科技业是港股通净流入的主要行业之一,整体配置上,可动态关注市场进攻方向,即AI科技。 由港股通范围内、属于"新经济"行业中市值最 大的50只股票组成,主要包括信息技术、可选消 费、医疗保健行业 a 恒生科技指数 由港股上市公司中与科技主题高度相关的、市值 最大的30只股票组成,信息技术 ...