Group 1: Artificial Intelligence Policy - The State Council of China has approved the "Artificial Intelligence+" action plan, aiming to promote large-scale commercial applications of AI across various sectors [1] - The plan emphasizes the importance of innovation-driven applications and the establishment of a supportive ecosystem for AI development, including enhanced computing power, algorithms, and data supply [1] - The government and state-owned enterprises are encouraged to lead by example and support the implementation of AI technologies [1] Group 2: Market Performance - The Hang Seng Index ADR fell by 0.36%, closing at 24,683.19 points, down 90.14 points from the Hong Kong market [2] - The U.S. stock market saw the Dow Jones drop by 0.74%, while notable Chinese concept stocks like NIO and Alibaba experienced gains [2] Group 3: Gaming Industry - The domestic gaming market in China achieved actual sales revenue of 168 billion yuan in the first half of 2025, marking a year-on-year growth of 14.08% [4] - The number of gaming users reached approximately 679 million, reflecting a growth of 0.72% year-on-year [4] Group 4: Economic Growth in Macau - Macau's GDP for the second quarter of 2025 grew by 5.1% year-on-year, driven by an increase in tourist arrivals and stable local consumption [5] - The preliminary GDP value for the second quarter was 100.38 billion patacas, recovering to 88.8% of the economic scale compared to the same period in 2019 [5] Group 5: Apple Inc. Financial Performance - Apple reported a third-quarter revenue of $94 billion, exceeding the expected $89.3 billion, with a year-on-year growth of approximately 10% [6][7] - iPhone sales contributed significantly, with a 13.5% increase in global sales, amounting to $44.6 billion [6][7] - The gross margin for the quarter was 46.5%, surpassing the anticipated 46% [7] Group 6: Corporate Actions - Deyou City plans to repurchase shares at HKD 0.62 per share, totaling approximately HKD 2.932 billion, as part of a privatization proposal [8] - China Aircraft Leasing is set to sell eight aircraft under lease agreements to enhance capital utilization, with the transaction expected to complete by the end of October 2025 [10] - Big Health International proposes to increase its registered capital to $50 million by adding 400 million shares [11] Group 7: Pharmaceutical Developments - BeiGene's BGB-16673 has received priority drug designation from the European Medicines Agency for treating Waldenström's macroglobulinemia [12] - Lee's Pharmaceutical's Socazolimab has been approved for first-line treatment of extensive-stage small cell lung cancer in mainland China [20]

Performance Updates - 开拓药业-B (09939.HK) has completed patient enrollment for the Phase III clinical trial of KX-826 solution for androgenetic alopecia in adult males in China [2] - 李氏大药厂 (00950.HK) has received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer in mainland China [2] - 恒瑞医药 (01276.HK) has received approval for clinical trials of SHR-8068 injection, Adebali monoclonal antibody injection, and Bevacizumab injection [2] - 恒瑞医药 (01276.HK) has also received approval to conduct clinical trials for HRS-5041, intended for prostate cancer treatment [2] - 深圳高速公路股份 (00548.HK) reported toll revenue of 106 million yuan for the outer ring project in June [2] - 大成生化科技 (00809.HK) has signed an EPC contract with Northeast Electric and Liaoning Electric for boiler renovation projects, with a maximum cost of 129.1 million yuan [2] - 小黄鸭德盈 (02250.HK) has signed a contract to develop an AI marketing system to diversify revenue sources [2] Buyback and Financing Activities - 威海银行 (09677.HK) plans to issue up to approximately 758 million domestic shares and 154 million H-shares, raising nearly 3 billion yuan [2] Financial Results - 香港电讯-SS (06823.HK) reported total revenue of 17.322 billion HKD for the first half, a year-on-year increase of 4%, with a net profit of 2.07 billion HKD, also up 4% [4] - 青岛银行 (03866.HK) reported operating revenue of 7.662 billion yuan for the first half, a growth of 7.5%, and a net profit of 3.065 billion yuan, up 16.05% [4] - 中国石油化工股份 (00386.HK) expects mid-term net profit to be between 20.1 billion and 21.6 billion yuan, a year-on-year decline of 39.5%-43.7% [4] - 汽车之家-S (02518.HK) reported total revenue of 3.212 billion yuan for the first half, a decrease of 7.75%, with a net profit of 772 million yuan, down 15.99% [4] - 绿茶集团 (06831.HK) issued a profit warning, expecting mid-term net profit to be between 230 million and 237 million yuan, a year-on-year increase of approximately 32%-36% [4] - 粤海置地 (00124.HK) issued a profit warning, expecting mid-term net profit to exceed 260 million HKD, turning from loss to profit [4] - 药师帮 (09885.HK) issued a profit warning, expecting mid-term net profit to exceed 70 million yuan [4] - 中国东方教育 (00667.HK) issued a profit warning, expecting mid-term net profit to grow by 45%-50% year-on-year [4] - 中核国际 (02302.HK) issued a profit warning, expecting mid-term revenue to increase to at least 585 million HKD, with net profit of at least 9.5 million HKD [4] - 大唐环境 (01272.HK) issued a profit warning, expecting mid-term net profit to decrease to between 350 million and 400 million yuan [4] - 长江生命科技 (00775.HK) issued a profit warning, expecting mid-term net loss of approximately 150 million HKD, turning from profit to loss year-on-year [4] - 延长石油国际 (00346.HK) issued a profit warning, expecting mid-term loss of approximately 27.9 million HKD [4]

7月31日晚间，李氏大药厂(00950.HK)发布公告，2025年7月29日，公司附属公司中国肿瘤医疗有限公司 的肿瘤药物Socazolimab已获国家药品监督管理局批准于中国内地联合化疗用于广泛期小细胞肺癌适应 症(ES-SCLC)的一线治疗。 李氏大药厂2024年财报显示，该公司在2024年全年实现营业收入14.00亿港元，同比增长32.95%，归属 母公司净利润9309.90万港元，同比增长457.55%，基本每股收益为0.16港元。 公告称，此次批准是基于一项Socazolimab联合化疗用于广泛期小细胞肺癌一线治疗的第三期、多中 心、随机、双盲、安慰剂对照的临床试验。该试验涵盖54个中心，由上海市胸科医院陆舜教授牵头。试 验结果显示，接受Socazolimab治疗的患者整体生存期(13.90个月)相较安慰剂组(11.58个月)显著提升，且 该药物未增加治疗的安全风险。 公开信息显示，李氏大药厂是一家主要从事药品开发、制造、市场推广及销售业务的香港投资控股公 司，已于中国医药行业进行了超过三十年的经营活动，与约二十家国际公司建立了广泛的合作关系，且 于中国内地以及港澳台推广超过25种专利、仿制及引进医 ...

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950.HK) announced that its subsidiary, China Oncology Medical Co., Ltd. (COF), received approval from the National Medical Products Administration (NMPA) for its cancer drug Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer (ES-SCLC) in mainland China [1] Group 1: Drug Approval and Clinical Trials - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - Results showed that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, with no increase in safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently underway [1]

Core Viewpoint - The approval of Socazolimab for first-line treatment of extensive-stage small cell lung cancer in mainland China represents a significant advancement for the company and the oncology sector, highlighting the drug's efficacy and safety profile based on clinical trial results [1] Company Summary - Lee's Pharmaceutical (00950) announced that its subsidiary, China Oncology Medical Co., has received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy for first-line treatment of extensive-stage small cell lung cancer [1] - Socazolimab is a fully human anti-PD-L1 monoclonal antibody that has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] Industry Summary - The approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients receiving Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] - Another Phase III clinical trial for Socazolimab in the treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

Core Viewpoint - Lee's Pharmaceutical Holdings Limited (00950) announced that its subsidiary, China Oncology Medical Co., Ltd., received approval from the National Medical Products Administration for Socazolimab to be used in combination with chemotherapy as a first-line treatment for extensive-stage small cell lung cancer in mainland China [1] Group 1: Drug Approval and Clinical Trials - Socazolimab's approval is based on a Phase III, multi-center, randomized, double-blind, placebo-controlled clinical trial involving 54 centers, led by Professor Lu Shun from Shanghai Chest Hospital [1] - The trial results indicated that patients treated with Socazolimab had a significantly improved overall survival of 13.90 months compared to 11.58 months in the placebo group, without increasing safety risks associated with the treatment [1] Group 2: Drug Profile and Additional Trials - Socazolimab is a fully human anti-PD-L1 monoclonal antibody used for cancer treatment, and it has already been approved for first-line treatment of recurrent or metastatic cervical cancer and extensive-stage small cell lung cancer [1] - Another Phase III clinical trial for Socazolimab in the first-line treatment of persistent, recurrent, or metastatic cervical cancer is currently ongoing [1]

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 對 因 本 公 佈 全部或任何部份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。 Lee's Pharmaceutical Holdings Limited 李氏大藥廠控股有限公司 * （於開曼群島註冊成立之有限公司） （股份代號：950） 本 公 佈 由 李 氏 大 藥 廠 控 股 有 限 公 司（「本公司」或「李氏大藥廠」，連 同 其 附 屬 公 司 統 稱「本集團」）董 事（「董 事」）會（「董事會」）自 願 作 出。 本 公 司 董 事 會 欣 然 宣 佈，於 二 零 二 五 年 七 月 二 十 九 日，本 公 司 附 屬 公 司 中 國 腫 瘤 醫 療 有 限 公 司（「COF」）腫 瘤 藥 物Socazolimab，已 獲 國 家 藥 品 監 督 管 理 局（「藥 監 局」）批 准 於 中 國 內 地 聯 合 化 療 用 於 廣 泛 期 小 細 胞 肺 癌（「ES-SCLC」）的 一 線 治 療。 此次批准是基於一項 ...