11月2日，香港特区政府财政司司长陈茂波在其网志中表示，当前香港经济展现良好势头，第三季经济 增长3.8%，出口继续强韧、本地消费复苏亦有所加速，访港旅客数字继续实现双位数增长，预计今年 全年可以顺利实现2%—3%的经济增长目标。 陈茂波近期率领约40人的创科及金融商贸代表团，赴沙特阿拉伯利雅得参加第九届"未来投资倡议大 会"（FII）。他表示，此行成果丰硕，不仅促成代表团成员与当地伙伴签署多份合作协议及备忘录，更 在金融、创科等领域挖掘出庞大合作空间，为两地深度合作奠定基础。 据陈茂波透露，代表团此次签署的协定覆盖人工智能、空间感知技术、机器人研发及环境科技等领域， 香港贸易发展局还与沙特数字合作组织签署备忘录，助力双方企业拓展市场、推动数字转型。代表团成 员涵盖香港与内地金融机构代表及多领域企业负责人，部分首次到访中东的初创企业已获得洽谈机会， 成功迈出开拓新市场的第一步。 证券时报记者陈霞昌 陈茂波指出，沙特在"2030愿景"下积极推动经济多元化，大力发展基建、旅游业和创科，与香港在多领 域合作潜力巨大。目前，香港驻利雅得经贸办筹备工作顺利，港交所在利雅得的办事处已正式营运，两 地金融监管机构签署合作备 ...

Core Viewpoint - Bank of America Securities reports that China Everbright Environment (00257) experienced a 10% year-on-year decline in net profit for the first half of the year, but when excluding one-off items, the profit before tax (PBT) increased by 23%, significantly exceeding expectations [1] Financial Performance - Net profit decreased by 10% year-on-year [1] - Excluding one-off items, PBT increased by 23% [1] - Interim dividend increased by 1 Hong Kong cent, with a payout ratio of 42%, up 7 percentage points year-on-year [1] Investment Outlook - Bank of America maintains a "Buy" rating for China Everbright Environment, expecting an annual return of 6.5% [1] - Anticipation of upward potential in dividends [1] Earnings Forecast - Earnings per share (EPS) forecasts for 2025 to 2027 have been raised by 23% to 38% [1] - Adjustments reflect improvements in gross margins for waste-to-energy, green technology, and wastewater treatment businesses, along with reduced impairment losses and lower debt costs [1] Target Price Adjustment - Target price increased from HKD 4.5 to HKD 5.3 [1]

Core Viewpoint - Bank of America Securities reports that Everbright Environment (0257.HK) experienced a 10% year-on-year decline in net profit for the first half of the year, but when excluding one-off items, the profit before tax (PBT) increased by 23%, significantly exceeding expectations [1] Financial Performance - The interim dividend increased by 1 cent, with a payout ratio reaching 42%, up 7 percentage points year-on-year [1] - The company is expected to achieve an annual return of 6.5%, which is considered attractive, with potential for upward movement in dividends [1] Earnings Forecast - Earnings per share forecasts for 2025 to 2027 have been raised by 23% to 38% to reflect improvements in gross margins from waste-to-energy, green technology, and wastewater treatment businesses, as well as reduced impairment losses and lower debt costs [1] - The target price has been adjusted from HKD 4.5 to HKD 5.3 [1]