华人置业(00127)预期2025年可能取得亏损减少75%至85%，但收入减少5%至15%，2024年其收入为3.37 亿港元，公司拥有人应占的综合亏损净额为21.08亿港元。 2月25日，港股集体高开，其中恒生指数涨0.58%报26745.2点，恒生科技指数涨0.86%报5316.09点，国 企指数涨0.68%报9069.19点，红筹指数涨0.41%报4464.07点；昨日港股三大指数集体走低，恒指再度失 守两万七大关、恒科指数跌超2%。 盘面上，大型科技股普遍走高，阿里巴巴涨1.22%，腾讯控股涨0.48%，京东集团涨1.03%，网易涨 1.51%，美团涨1.23%，快手涨0.38%；中资券商股活跃，中信建投证券涨超1%；有色金属板块高开， 中国宏桥涨超3%；半导体部分上涨，华虹半导体涨超1%。AI应用股走强，KEEP涨3.94%、出门问问涨 3.17%、范式智能涨2.82%、海致科技集团涨2.38%。 公司业绩有喜有忧 多家公司公布业绩情况 猫眼娱乐(01896.HK)表现亮眼，2025财年收入预计达46亿 - 47亿元，同比增长约12.7%至15.1%；净利润 5.4亿 - 5.9亿元，同比增长约19 ...

Group 1 - AMD and Meta have reached a strategic partnership agreement for the procurement of AI chips worth up to $60 billion over the next five years, marking a significant shift in the AI chip market dynamics [1] - This agreement signifies Meta's transition from being a hardware buyer to a strategic partner in the supply chain, providing AMD with its largest single order in history [1] - AMD's AI chips, such as the MI300 series, rely heavily on advanced packaging technologies like CoWoS, indicating a substantial demand for high-quality packaging capabilities [1] Group 2 - ASMPT, a leading semiconductor packaging equipment supplier, is expected to benefit directly from the expansion of AMD and the overall industry due to its key equipment for advanced packaging [2] - The major demand for advanced packaging capacity is driven by Meta's large order, with TSMC being the primary provider of CoWoS capacity [1][2] Group 3 - The Nasdaq China Golden Dragon Index rose by 1.37%, reflecting a positive trend in popular Chinese concept stocks, including AMD, which saw an increase of over 8% [3] - Major technology stocks, including Intel and Tesla, also experienced gains, contributing to the overall positive market sentiment [3] Group 4 - Panasonic has decided to transfer its TV sales business in North America and Europe to Skyworth, focusing instead on the Japanese market and high-end model production to reduce costs [4] - This strategic adjustment aligns with Panasonic's goal to optimize its operational model based on regional market conditions [4] Group 5 - Federal Pharmaceutical's UBT251 injection has completed Phase II clinical research in overweight/obese patients in China, indicating progress in its innovative drug development [5] - Haizhi Technology Group has entered a strategic cooperation framework agreement with Zhizhu Technology to collaborate in model training and application scenarios [6][7] Group 6 - Sanofi's partnership with Pfizer has led to significant revenue recognition, with a reported net profit of 2.939 billion yuan for 2025, reflecting a 317.09% year-on-year increase [8] - The company achieved a revenue of 4.199 billion yuan for the same period, marking a 251.81% increase [8] Group 7 - Harbin Electric has forecasted a net profit of 2.65 billion yuan for 2025, representing a year-on-year growth of approximately 57.2%, driven by increased revenue and improved product profitability [13] - The company is expected to benefit from the high demand for reliable power systems in the U.S. due to ongoing electricity shortages [13]

智通财经APP讯，复宏汉霖(02696)发布公告，于2026年2月24日，经双方友好磋商，公司与KGBio订立 修订及部分终止协议，以终止原KGBio许可协议项下于除印度尼西亚以外的其他地区(KGBio终止区域) 许可产品的独家许可权利。同日，公司与Abbott订立许可协议修订本，就原Abbott许可协议项下有关许 可产品的许可区域及里程碑付款等事项的若干条款作出修订，以进一步扩大原Abbott许可协议项下许可 产品的许可区域(包括KGBio终止区域及其他约定的国家或地区)。 经双方友好磋商，公司与KGBio终止就许可产品于KGBio终止区域的相关商业化合作，并将许可产品于 新增许可区域(包括KGBio终止区域及其他约定的国家或地区)的独家商业化权利授予Abbott。此前，公 司已就多个产品于全球范围内多个地区的商业化与Abbott建立良好合作关系，本次扩大与Abbott就许可 产品于新增许可区域的商业化合作将有助于更好推进许可产品于海外市场拓展，增强公司产品在国际市 场的可及性和认可度。 ...

Company News - Q Technology (01478.HK) reported a total sales volume of camera modules of 44.071 million units in January, representing a year-on-year increase of 22.8%. Fingerprint recognition module sales reached 19.741 million units, up 18.4% year-on-year, driven by increased overseas customer demand and a growing market share in the IoT and smart automotive sectors [2] - China Resources Power (00836.HK) achieved a sales volume of 23.78879 million megawatt-hours in January, a year-on-year increase of 28.4%. The sales from wind power plants increased by 7.2%, while solar power plant sales surged by 72.3% year-on-year [2] - NetEase-S (09999.HK) projected net revenue of approximately 112.626 billion yuan for 2025, a year-on-year growth of 6.96%, with net profit expected to be around 33.76 billion yuan, up 13.68% [2] - NetEase Cloud Music (09899.HK) anticipates revenue of about 7.759 billion yuan in 2025, with an expected profit of approximately 2.746 billion yuan, reflecting a significant year-on-year growth of 75.4%. The gross margin is expected to reach 35.7%, an increase from 33.7% in 2024, attributed to business scale growth, enhanced monetization capabilities, prudent cost management, and operational leverage [2] - Huitian Group (00806.HK) expects to achieve a consolidated profit attributable to shareholders of approximately 660 million HKD for the fiscal year 2025, a substantial increase from 31 million HKD in the previous year [2] Biotech Developments - Reborn Bio-B (06938.HK) entered into an exclusive global licensing agreement with Madrigal for several siRNA assets, receiving an upfront payment of 60 million USD, with potential cumulative payments of up to 4.4 billion USD upon achieving certain development, regulatory, and commercialization milestones, in addition to potential royalties on net sales [3] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a Phase 1b/2 clinical study of HLX43 in combination with HLX07 or Hansizhuang® for patients with advanced or metastatic colorectal cancer in China [3] - Heng Rui Medicine (01276.HK) announced that its injection of Rukang Trastuzumab has been included in the list of breakthrough therapies, with global sales of similar products expected to reach approximately 6.557 billion USD in 2024 [3] - Saint Bella (02508.HK) made significant progress in its global strategic expansion plan, aiming to extend its reach to the eastern United States, the UK, France, Thailand, and Australia [3] - China National Biotech Group (08247.HK) signed a strategic cooperation agreement with Xiaoshou Medical to jointly promote the enhancement of quality medical resources and grassroots medical service capabilities [3] Buyback Activities - Geely Automobile (00175.HK) repurchased 1.201 million shares at a cost of 20.3042 million HKD, with repurchase prices ranging from 16.67 to 17.08 HKD [4] - Bairong Cloud-W (06608.HK) repurchased 1.66 million shares for 18.9051 million HKD, with share prices between 11.11 and 11.43 HKD [5] - Kingsoft (03888.HK) repurchased 355,200 shares at a cost of 9.9963 million HKD, with repurchase prices ranging from 27.9 HKD to 28.2 HKD [5]

格隆汇2月11日丨复宏汉霖(02696.HK)宣布，近日，注射用HLX43(靶向PD-L1抗体偶联药物) (「HLX43」)联合HLX07(重组抗EGFR人源化单克隆抗体注射液)(「HLX07」)或汉斯状®(斯鲁利单抗注 射液)(「汉斯状®」)在晚期或转移性结直肠癌患者中开展的1b/2期临床研究于中国大陆完成首例患者给 药。 本研究为一项1b/2期临床研究，旨在评估HLX43联合HLX07或汉斯状®，在晚期或转移性结直肠癌患者 中的安全性、耐受性和有效性。该研究包括两个部分：第一部分包括第一阶段(安全导入期)和第二阶段 (剂量扩展)。第一阶段采用3+3剂量递增设计，患者将接受HLX43 2.5 mg/kg或3.0 mg/kg，联合固定剂量 HLX07(1000 mg)每三周一次(Q3W)静脉输注给药。第一阶段主要目的为评估不同剂量水准HLX43联合 HLX07在晚期或转移性结直肠癌患者中的安全性和耐受性，次要目的是研究HLX43的药代动力学(PK) 特徵和免疫原性、疗效、潜在药效学、潜在预测性或耐药性生物标志物。第二阶段是随机、多中心、开 放标签研究，HLX43两个剂量水准分别联合固定剂量HLX07进行扩展， ...

智通财经APP讯，复宏汉霖(02696)发布公告，近日，注射用HLX43(靶向PD-L1抗体偶联药物) ("HLX43")联 合 HLX07(重组抗EGFR人源化单克隆抗体注射液)(" HLX07")或汉斯状®(斯鲁利单抗注射 液)("汉斯状®")在晚期或转移性结直肠癌患者中开展的1b/2期临床研究于中国境内(不包括中国港澳台地 区，下同)完成首例患者给药。 ...

Major Events - Genting New Year (01952) subsidiary signed an agreement with Macao to commercialize MT1013 in Greater China and other Asian markets [1] - Junshi Biosciences (02696) entered into a licensing agreement with Eisai for Hansizhuang® to treat tumor indications [1] - Meituan-W (03690) plans to acquire all issued shares of Dingdong Fresh Holding Limited [1] - China Power (02380) subsidiary Xinyuan Zhichu signed a procurement contract for BESS with Tori [1] - Aimee Vaccine (06660) successfully passed the registration site inspection for its globally self-researched serum-free rabies vaccine [1] Operating Performance - NIO-SW (09866) issued a profit warning, expecting adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025, turning from loss to profit year-on-year [1] - Saint Bella (02508) issued a profit warning, expecting adjusted net profit of no less than 120 million yuan for 2025, a year-on-year increase of no less than 183% [1] - Geek+ (02590) achieved orders of 4.137 billion yuan in 2025, a year-on-year growth of approximately 31.7% [1] - China Overseas Development (00688) achieved contract property sales of approximately 14.478 billion yuan in January, a year-on-year increase of 20.4% [1] - Swire Properties (01972) reported a rental rate of 96% for Swire Plaza in Q4, with rents down by 13% [1] - Greentown China (03900) reported total contract sales of approximately 9.7 billion yuan in January, a year-on-year decrease of 14.16% [1]

复宏汉霖(02696)发布公告，近日，注射用HLX43(靶向PD-L1抗体偶联药物)(HLX43)联合HLX07(重组抗 EGFR人源化单克隆抗体注射液)(HLX07)及汉斯状® (斯鲁利单抗注射液)(汉斯状®)用于晚期实体瘤治疗 的临床试验申请获国家药品监督管理局(NMPA)批准。公司拟于条件具备后于中国境内开展相关临床试 验。 HLX43的1期临床数据于2025美国临床肿瘤学会(ASCO)年会及2025年世界肺癌大会(WCLC)上先后发 布，在非小细胞肺癌(NSCLC)等实体瘤中展现出良好的安全性及令人鼓舞的初步疗效。HLX07为公司自 主研发的针对EGFR靶点的创新型生物药，计划用于晚期实体瘤治疗。2023年2月，HLX07联合化疗用 于晚期实体瘤治疗的1b/2期临床研究结果显示其安全性及耐受性良好。汉斯状®为公司自主开发的创新 型抗PD-1单抗，其于中国境内(不包括中国港澳台地区，下同)已获批上市的适应症包括联合化疗一线治 疗鳞状非小细胞肺癌(sqNSCLC)、广泛期小细胞肺癌(ES-SCLC)、食管鳞状细胞癌(ESCC) 及非鳞状非小 细胞肺癌(nsqNSCLC)，2025年12月，汉斯状® (斯鲁 ...

格隆汇1月27日丨复宏汉霖(02696.HK)宣布，近日，注射用HLX43(靶向PD-L1抗体偶联药物)("HLX43") 联合HLX07(重组抗EGFR人源化单克隆抗体注射液)("HLX07")及汉斯状®(斯鲁利单抗注射液)("汉斯状 ®")用于晚期实体瘤治疗的临床试验申请获国家药品监督管理局("NMPA")批准。公司拟于条件具备后于 中国境内开展相关临床试验。 ...

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 該等內容而引致的任何損失承擔任何責任。 Shanghai Henlius Biotech, Inc. 上海復宏漢霖生物技術股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2696） 本公告由上海復宏漢霖生物技術股份有限公司（「本公司」）自願作出，以告知 本公司股東及潛在投資者本公司最新業務更新。 本公司董事會（「董事會」）欣然宣佈，近日，注射用HLX43（靶向PD-L1抗體 偶聯藥物）（「HLX43」）聯合HLX07（重組抗EGFR人源化單克隆抗體注射液） （「HLX07」）及漢斯狀® （斯魯利單抗注射液）（「漢斯狀®」）用於晚期實體瘤治 療的臨床試驗申請獲國家藥品監督管理局（「NMPA」）批准。本公司擬於條件 具備後於中國境內開展相關臨床試驗。 1 B. 關於HLX43、HLX07及漢斯狀® HLX43是由本公司利用許可引進的新型DNA拓撲異構酶I抑制劑小分子毒 素－肽鏈連接符與本公司自主研發的靶向PD-L1的抗體進行偶 ...