GMT EIGHT - Stocks -

EU Proposes Legislation to Enact Transatlantic Trade Framework by Eliminating Select U.S. Tariffs and Reducing Auto Duties to 15%

Six Months In, WuXi Juno’s Revenue Just Exceeds RMB 100 Million as Commercialization of High-Priced Cancer Therapy Stalls

Offshore Renminbi Briefly Exceeds 7.12 for First Time in Nearly Ten Months, Future Trajectory Under Scrutiny

Hidden Competition in China’s EV Export Drive: Gross Margins Nearly Halved

Top‐Level Plan for High‐Quality Urban Development Issued with Key Real Estate Focus

The turning point of midterm earnings is emerging, exploring the investment certainty behind FANGZHOU JIANKE (06086) "AI+H2H" ecosystem.

The core value of mid-term performance is reflected in the tangible evidence of the management of ARK Health's "value release", which can be described by two key words: "scale growth" and "profit realization".

HK Stock Market Move | HELENS (09869) surged nearly 11%, with net profit margin for the first half of the year improving to 17.8%. The total number of stores has increased to 583.

Helen's Company (09869) rose nearly 11%, it rose by 10.94% at the time of publication, to 1.42 Hong Kong dollars, with a trading volume of 3.5245 million Hong Kong dollars.

In the first half of 2025, ZHOU HEI YA (01458) leads the industry with a 2.3-fold increase in net profit for its shareholders.

The basic market remains stable, and a new growth curve is being created. By reducing costs and increasing efficiency, the overall profit quality is greatly improved. Leading leisure braised duck brand Zhou Hei Duck (01458) once again takes the lead in the industry.

Understand TIAN LUN GAS (01600) 2025 Mid-term Performance in One Chart

"Understanding the mid-term performance of Tian Lun Gas (01600) in 2025 in one chart."

CMSC: The window of excess returns in the banking sector may open again. It is recommended to adhere to a long-term perspective and balanced allocation.

In the second quarter, the banking industry's profits improved not only due to the easing of pressure from the bond market, but also contributed by the decrease in deposit interest rates on the liability side. Moreover, this contribution has some inertia, giving confidence to the banking industry's net interest margin.

HK Stock Market Move | After the interim results, TIME INTERCON(01729) rose more than 7% to hit a new high. Mid-term shareholders' net profit increased by 47.6% year-on-year. The company plans to acquire De Jin Chang Investment for HK$460 million.

Tech company (01729) rose by over 7% after its performance, with the stock price hitting a high of 14.2 Hong Kong dollars in intraday trading, reaching a new high for the year. The stock price has increased by over 2.46 times in the past three months. As of the time of writing, it is up by 6.03% at 14.07 Hong Kong dollars, with a trading volume of 73.81 million Hong Kong dollars.

HK Stock Market Move | After the release of performance (02489), the stock rose by over 15%. In the first half of the year, net profit increased by nearly 10% year-on-year. The company is the third largest gold miner in Shandong.

Ocean Resources (02489) rose by over 15% after the performance report, reaching a 14.57% increase with a closing price of HK$1.73 and total turnover of HK$15.77 million at the time of publication.

CICC: Maintains LONGFOR GROUP (00960) Outperform Rating, Target Price of 11.5 Hong Kong Dollars.

The line is expected to continue to operate and service business as a cornerstone of the company's cash flow and core net profit.

HK Stock Market Move | ALPHAMAB-B (09966) rose more than 8% during trading, with a mid-term company profit of 21.57 million yuan and an increase in research and development expenses.

CSPC Pharmaceuticals Group Limited (09966) rose more than 8% during trading hours. As of the time of writing, it has increased by 8.86% to HKD 10.08, with a turnover of HKD 181.95 million.

HK Stock Market Move | PEGBIO CO-B(02565) rose more than 7% to hit a new high, and the PB-119 listing registration application has been accepted, with domestic commercialization about to be realized.

PegBioMed-B (02565) surged by over 7%, hitting a high of HK$38.66, setting a new record high since going public. As of the time of writing, it is up by 5.84% at HK$38.04, with a transaction volume of HK$18.8928 million.

CICC: Maintains outperform rating on Bairong-W (06608), raises target price to HK$14.8

Looking ahead, the company believes it has the potential to achieve double growth through vertical deepening and horizontal expansion.

HK Stock Market Move | BASECARE-B (02170) fell by more than 11%, with mid-term revenue decreasing by 18.76% year-on-year and losses expanding to 121 million yuan.

Becon Medical-B (02170) fell more than 11%, as of the time of writing, down 11.34% to 3.44 Hong Kong dollars, with a turnover of 5.3292 million Hong Kong dollars.

Guosheng Securities: Q2 revenue performance decline narrows, marginal improvement in cash flow in the construction and decoration industry.

Guosheng Securities predicts that a series of major projects and regional key development strategies will continue to be introduced in the future to stabilize overall infrastructure investment and total demand.

HK Stock Market Move | CAMBRIDGE-B (01228) surges over 12% after earnings, company turns loss into profit in the first half of the year, recently reached a strategic cooperation with Qingdao Baheal Medical INC.

Northland Power -B (01228) rose more than 12% after the performance, as of the time of writing, it rose 9.48% to 2.54 Hong Kong dollars, with a turnover of 1031.41 million Hong Kong dollars.

HK Stock Market Move | JIAXIN INTL RES (03858) rose over 11% after the performance, with mid-term shareholders' losses decreasing by 90.6% year-on-year. The company will continue to develop the Bakuta tungsten mine project.

Jiaxin International Resources (03858) rose more than 11% after the performance, up 11.2% as of the submission of the report, reaching 33.36 Hong Kong dollars, with a turnover of 128 million Hong Kong dollars.

Sinolink: New consumption prosperity continues, traditional light industry internal differentiation incubates structural opportunities.

Looking ahead, the domestic sales sector urgently needs to restart furniture consumption subsidies, and the medium and long term need to wait for stability in the real estate sector and the rebound in consumer spending.

How to deal with the decline in sales? Tesla, Inc. (TSLA.US) has lowered the price of the Chinese Model 3 by 3.7% to 259,500 yuan.

Tesla has reduced the price of the Model 3 rear-wheel drive version by 3.7%, with the adjusted price being 259,500 yuan (approximately $36,278.99).

30 billion buyback plan boosts confidence, Zhaoyin International raises target price for CHINAHONGQIAO (01378) to 27 Hong Kong dollars.

The bank stated that the newly launched large-scale share buyback plan has effectively boosted market confidence, coupled with the tight supply and demand balance in the aluminum industry and improvements in costs, the company's future profit growth is more certain.

HK Stock Market Move | JACOBIO-B(01167) rose more than 16% after its performance, Golersei received approval for listing, and the company's mid-term revenue increased to 45.7 million yuan.

Kasen-B (01167) surged more than 16% after its performance announcement, with a increase of 16.52% as of the time of writing, reaching 9.45 Hong Kong dollars, with a turnover of 97,688,500 Hong Kong dollars.

HK Stock Market Move | CHAOJU EYE CARE (02219) fell by 12%, with a year-on-year decrease of 16.72% in net profit to 114 million yuan in the first half of the year.

In the morning, Visionary Optics (02219) fell by 12%, as of the time of writing, down by 12% to HK$2.64, with a trading volume of HK$7.4038 million.

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