香港交易及結算所有限公司及香港聯合交易所有限公司（「聯交所」）對本公告的內容概不負責，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依賴該等內容 而引致的任何損失承擔任何責任。 New Amante Group Limited 新愛德集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：8412） 自願性公告 於中國成立合資企業 本公告乃由新愛德集團有限公司（「本公司」，連同其附屬公司統稱「本集團」）按自願性 質發布，旨在讓其股東（「股東」）及潛在投資者了解本集團的最新業務發展。 本公司董事（「董事」）會（「董事會」）欣然宣布，於 2025 年 8 月 28 日交易時段後，本 公司的一間間接全資附屬公司成都八珍玉食餐飲服務有限公司（「八珍玉食」）與一名中國 公民劉偉先生（「劉先生」）將就成立一間合資企業（暫定名稱為四川新啟辰科技有限公司） （「合資公司」）簽訂一份合資協議。合資公司將於中國成都註冊成立，主要經營食品飲料、 餐飲服務、相關配套產品的批發和零售分銷及相關服務。於合資公司成立後，八珍玉食及劉 先生將分別持有合資公司 70%及 30%的股份，而其財務表 ...

每日港股評析 港股早晨快訊 2025 年 8 月 26 日星期二 2012-01- 17 市場回顧 中港股市短期展望 恒指上望 26,000 點：內地上半年經濟較預期中平穩，現階段加推經濟刺 激方案的意願不大，企業盈利改善有限。不過，中美雙方同意延長 5 月中 旬達成的 90 天關稅休戰協議，同時美國與更多國家達成協議，關稅戰局 勢緩和。加上，港股大市成交活躍，風險偏好尚算積極，資金於不同板塊 輪動。目前處於業績期，若重磅科技股業績接力報喜，可為後市注入動力， 另外，聯儲局主席鮑威爾在全球央行年會上表示，風險平衡轉變可能需要 調整政策立場，減息預期升溫，恒指有望挑戰 26,000 點關口。 短期看好板塊 今日市場焦點 ➢ 美國 8 月經濟諮詢委員會消費者信心；香港 7 月進出口； 中石油(0857)、平保(2318)、紫金(2899)、農夫山泉(9633)等業績； 宏觀焦點 ➢ 發改委提出完善擴內需政策舉措，支持企業加快技術和產品創新； 8月有166款國產網絡遊戲獲批，阿里、嗶哩嗶哩及網易等在列； 上海優化調整房貸利率定價機制，符條件居民外環外購房不限套數； 企業消息 外圍市況展望 美國聯儲局7月一如預期維持 ...

恒指升 234 點，滬指升 54 點，標普 500 升 96 點 DeepSeek 發布 V3.1 新模型，採用專為「即將發布下一代國產晶片」設計的精度 格式，港股在科技股帶動下上升。恒指高開 100 點，初段升幅曾收窄至 35 點見 25,140 點後再度向上，尾市曾升 244 點一度高見 25,349 點，全日升 234 點或 0.9%，收 25,339 點；國指升 105 點或 1.2%，收 9,079 點；恒生科技指數升 149 點或 2.7%，收 5,647 點。大市全日成交總額 2,855.84 億元。 人民銀行 21 日公開市場開展 2,530 億元人民幣七天期逆回購操作，操作利率持 平於 1.4%。有 1,287 億元逆回購到期，單日淨投放 1,243 億元。人民幣兌美元中 間價上調 97 點至 7.1287。A 股三大指數早市上升。滬股升穿並在 3800 點以上 收市，再創 10 年新高。滬深兩市成交額增至約 2.55 萬億元人民幣，連續 8 日 逾 2 萬億元，創 A 股紀錄。上證指數以全日高位收市，報 3825 點，升 54 點， 升幅 1.45%。深證成份指數及創業板指數都創 3 年收 ...

每日港股評析 港股早晨快訊 2025 年 8 月 25 日星期一 2012-01- 17 市場回顧 中港股市短期展望 恒指上望 26,000 點：內地上半年經濟較預期中平穩，現階段加推經濟刺 激方案的意願不大，企業盈利改善有限。不過，中美雙方同意延長 5 月中 旬達成的 90 天關稅休戰協議，同時美國與更多國家達成協議，關稅戰局 勢緩和。加上，港股大市成交活躍，風險偏好尚算積極，資金於不同板塊 輪動。目前處於業績期，若重磅科技股業績接力報喜，可為後市注入動力， 另外，聯儲局主席鮑威爾在全球央行年會上表示，風險平衡轉變可能需要 調整政策立場，減息預期升溫，恒指有望挑戰 26,000 點關口。 短期看好板塊 今日市場焦點 ➢ 美國 7 月新屋銷售、8 月達拉斯聯邦製造業展望企業活動指數； 中國軟件國際(354)、藍思科技(6613)、海底撈(6862)等業績； 宏觀焦點 ➢ 習近平傳可能不出席10月東盟峰會； 國務院更好發揮兩新政策對擴大內需推動作用； 惠譽確認美國AA+評級，前景展望穩定； 鮑威爾指風險平衡轉變可能需要調整政策立場； 歐洲央行傳下月或暫停減息行動，之後恢復討論； 企業消息 ➢ 泡泡瑪特(9992 ...

Market Overview - The Hang Seng Index is expected to challenge the 26,000 point mark due to stable economic performance in mainland China and a lack of willingness to implement further economic stimulus measures [1] - The agreement between China and the US to extend the tariff truce and the active trading in Hong Kong stocks contribute to a positive risk appetite [1] - The upcoming earnings reports from major technology stocks could provide momentum for the market [1] Macro Focus - In July, industrial production, consumption, and fixed asset investment in mainland China all showed signs of slowing down, with fixed asset investment reaching a five-year low [2][7] - The People's Bank of China is implementing a moderately loose monetary policy to support economic growth [7] - Hong Kong's GDP growth for Q2 was 3.1%, maintaining the annual growth forecast at 2% to 3% [7] Company News - China Hongqiao's mid-term profit increased by 35% to 12.4 billion RMB, exceeding expectations [2] - Standard Chartered's stock price fell due to allegations from US lawmakers [3] - Huahong Semiconductor plans to acquire Huahong Microelectronics, with A-shares suspended from trading [3] Sector Highlights - The mobile device sector is anticipating the launch of Apple's iPhone 17 on September 9 [6] - The biopharmaceutical sector is benefiting from adjustments in commercial insurance for innovative drugs [6] - The humanoid robotics sector is seeing accelerated adoption due to new product launches at the World Robot Conference [6] International Market Insights - The US Federal Reserve maintained interest rates, indicating a cautious approach towards future rate cuts due to high inflation uncertainty [3] - The US retail sales in July increased by 0.5%, marking the tenth consecutive month of growth [8] - The consumer confidence index in the US unexpectedly declined in August, reflecting concerns over tariffs [8] Investment Trends - Significant inflow of capital from mainland investors into Hong Kong stocks, with net purchases reaching a historical high of 35.9 billion HKD [7] - The overall investment sentiment remains positive, driven by low valuations in Hong Kong stocks and the rise of technology companies [7]

佳景集團有限公司* （於 百 慕 達 註 冊 成 立 之 有 限 公 司） （股 份 編 號：703） 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佈之內容概不 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 佈 全部或其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。 Future Bright Holdings Limited 本公佈乃根據香港聯合交易所有限公司證券上市規則第13.09條及香港法例 第571章證券及期貨條例第XIVA部 作 出。 佳景集團有限公司（「本 公 司」，連 同 其 附 屬 公 司 統 稱「本 集 團」）董事會（「董 事 會」）謹此知會本公司股東及潛在投資者一項有關截至二零二五年六月三十 日止六個月（「本 期 間」）之 正 面 溢 利 預 告。根 據 其 未 經 審 核 管 理 賬 目，本 集 團 於二零二五年第一季度（「第 一 季 度」）錄得本公司擁有人應佔未經審核溢利 約9,100,000港元及於二零二五年第二季度（「第 二 季 度」）錄得本公司擁有人應 佔未經審核虧損約500 ...

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的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示概不會就因本公告的全部或任何部分內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 WELIFE TECHNOLOGY LIMITED 維 力 生 活 科 技 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1703） 自願公告 業務更新及股東信件 本公告乃由維力生活科技有限公司（「本公司」，與其附屬公司統稱「本集團」）作出之自願性公 告，旨在向本公司股東及潛在投資者提供本集團恢復股份買賣之最新進展。 茲提述本公司日期為2023年10月25日、2023年10月31日、2023年11月28日、2023年12月4日、 2024年1月4日、2024年1月16日、2024年1月22日、2024年2月15日、2024年3月28日、2024年5月17 日、2024年6月4日、2024年6月5日、2024年6月12日、2024年6月24日、2024年8月8日、2024年8月 27日、2024年11月27日、2024年12月5日、2025年2月27日、2025年3月7日、2025年3月 ...

Company Insights - The report highlights that Sensata Technologies (敏實集團) is actively expanding into emerging business areas such as humanoid robots and low-altitude aircraft, which are expected to become significant growth drivers and new revenue sources [2][11] - The company achieved a year-on-year revenue growth of 12.8% and a net profit increase of 21.9%, with significant breakthroughs in the Chinese market, including major orders from Chang'an and Anhui Volkswagen [11] - Market expectations indicate a compound annual growth rate (CAGR) of 15.8% for revenue and 19.3% for adjusted profit from FY2024 to FY2027, with the current price corresponding to approximately 10.6 times the FY25E forecasted P/E ratio, close to the average of the past five years [11] Industry Overview - The report notes that the Chinese market for humanoid robots is accelerating, with leading companies announcing large orders, enhancing commercial capabilities and potentially leading to a revaluation of the supply chain [2][11] - The report mentions that the sales of electric vehicles in China are expected to reach approximately 5.5 million units in the first half of 2025, representing a year-on-year growth of 32%, which will likely drive revenue growth in the battery box business [11] - The report also discusses the broader market context, indicating that the Hang Seng Index faces short-term resistance at 25,735 points, with active trading and a positive risk appetite among investors [3][5]

Report Summary 1. Market Performance - Hong Kong stocks rose with the Hang Seng Index up 169 points or 0.7% to 24,902, the Hang Seng China Enterprises Index up 57 points or 0.65% to 8,951, and the Hang Seng Tech Index up 39 points or 0.7% to 5,521. The total turnover was HK$229.399 billion [1]. - A - shares advanced with the Shanghai Composite Index up 34 points or 1% to 3,617, the Shenzhen Component Index up 65 points or 0.6% to 11,106, and the ChiNext Index up 9 points or 0.4% to 2,343. The turnovers were RMB656.4 billion, RMB939.7 billion, and RMB475.6 billion respectively [2]. - US stocks fell with the Dow Jones Industrial Average down 61 points or 0.1% to 44,111, the S&P 500 Index down 30 points or 0.5% to 6,299, and the Nasdaq Composite down 137 points or 0.7% to 20,916 [2]. 2. Policy and Economic Data - The People's Bank of China conducted RMB160.7 billion of seven - day reverse repurchase operations on the 5th, with an operating rate unchanged at 1.4%. There were RMB449.2 billion of reverse repurchases maturing, resulting in a net withdrawal of RMB288.5 billion. The central parity rate of the RMB against the US dollar was raised by 29 points to 7.1366 [2]. - China's July S&P Global Services PMI rose to 52.6, while the Composite PMI fell to 50.8 [2]. - The US July ISM Services Index was worse than expected, increasing concerns about stagflation [2]. 3. Trade - related Statements - US President Trump said that the EU's commitment to invest $600 billion in the US in the US - EU trade agreement was one reason for him to lower the tariff on EU goods to 15%. If the condition was not met, the tariff on EU goods would be 35% [3]. - Trump also said that the US would announce tariffs on semiconductor and pharmaceutical imports in about a week. The initial tariff rate for pharmaceuticals would be low, rising to 150% within a year and a half and eventually to 250%. Semiconductor and chip tariff measures would be in another category [4]. 4. Company - specific News - Li Xiang, CEO of Li Auto - W (02015.HK) (LI.US), revealed that the small - order users of Li i8 exceeded 30,000 [4]. - Yum China (09987.HK) reported its six - month interim results as of June. The total revenue was $5.768 billion, up 2.3% year - on - year. The net profit was $507 million, up 1.6%, with an earnings per share of $1.36 and a dividend per share of 24 cents [4]. - Hon Hai Precision Industry, a major server assembly partner of Nvidia (NVDA.US), saw its July sales growth slow down. Its July sales increased 7.25% year - on - year to NT$613.8 billion (about $20.5 billion), the lowest increase since January [4]. - The interim results of The Link REIT (00778.HK) as of the end of June showed that the distributable income was HK$377 million, up 2.1% year - on - year. The interim distribution per fund unit was 18.41 cents, up 1% from the previous year. The annualized distribution yield per fund unit was 7.7% based on the closing price on June 30 [5].

Core Insights - The Federal Reserve maintained interest rates at 4.25%-4.5%, aligning with expectations [9] - The US GDP for Q2 grew by 3%, surpassing expectations, primarily due to a significant increase in net exports [11] - The A-share market shows strong revaluation momentum, with the CSI 300 index's historical PE and PB ratios at 12.3x and 1.24x, respectively, indicating a cheap valuation [9][11] Market Focus and Strategy - The A-share market is expected to have long-term value due to favorable policies, despite potential short-term adjustments [9] - Recommendations include gradually accumulating A-share ETFs due to valuation re-evaluation [9] - The Hang Seng Index experienced a significant drop, closing at 25,176 points, with analysts suggesting it may breach the 25,000 mark [13] Company Highlights - Meta Platforms Inc. reported a 36% year-on-year increase in net profit and a 22% rise in revenue for Q2, exceeding expectations [11] - HSBC has a pessimistic outlook on Hong Kong's commercial real estate, increasing provisions significantly [13] - The company Giant Bio (2367) is positioned as a leader in the collagen market, with a projected market size of 108.3 billion yuan by 2027 [21] Economic Data Overview - The US GDP growth rate for Q2 was reported at 3%, with PCE inflation at 2.1% [11] - China's manufacturing PMI for July is at 49.7, indicating contraction, while the non-manufacturing PMI is at 50.2, suggesting slight expansion [19] - Hong Kong's GDP growth for Q2 is reported at 2.8% year-on-year [19] Stock Recommendations - Buy recommendation for Giant Bio at $57.10, with a target price of $66.20 and a stop-loss at $54.72 [21] - Starbucks Corporation reported Q3 revenue of $9.456 billion, a 3.8% year-on-year increase, exceeding market expectations [23] - FTAI Aviation Ltd. saw a 52.4% year-on-year revenue increase to $676 million, indicating strong growth potential [24]