GMT EIGHT - OPPORTUNITIES IN CHINA

CHINA MER PORT (00144) released its interim results, with a profit attributable to shareholders of HKD 3.832 billion, representing a year-on-year increase of 6.92%.

China Merchants Port (00144) announced its interim results for the six months ending June 30, 2026, reporting revenue of HK$7.297 billion, an increase of 13.01% year-on-year; profit attributable to shareholders of HK$3.832 billion, up 6.92% year-on-year; earnings per share of HK$0.913; and an interim dividend of HK$0.25.

HONY MEDIA (00419): The AIROBOSiasun Robot & Automation Operation Management Platform 1.0 is officially launched.

Hongyi Cultural Group (00419) announced that its AIROBO robot operation management platform 1.0 (AIROBO Platform) has officially launched, marking further progress in the Group's core technical system development in areas such as heterogeneous robot unified access, spatial data management, task operation, and multi-robot collaboration. Currently, the AIROBO Platform has completed the integration and adaptation of dozens of mainstream robots, covering various categories including delivery, cleaning, inspection, and service robots, while continuously expanding the types of robots and application scenarios that can be connected.

JST GROUP (06687) announced its interim results, with adjusted net profit of approximately 185 million yuan, a year-on-year increase of 257.3%, and a dividend of 0.2 Hong Kong dollars per share.

Jushuitan (06687) announced its interim results for the year 2026, reporting revenue of approximately 615 million yuan, a year-on-year increase of 17.4%; gross profit of about 470 million yuan, a year-on-year increase of 25%; profit attributable to equity holders of the company of around 101 million yuan, turning a profit compared to a loss in the previous year; and adjusted net profit of approximately 185 million yuan, a year-on-year increase of 257.3%. Earnings per share were 0.23 yuan, with an interim dividend of 0.20 Hong Kong dollars per share.

CHABAIDAO (02555) released its interim results, with profit attributable to shareholders of 336 million yuan, an increase of 3.2% year-on-year.

Chabaidao (02555) announced its interim results for the six months ended June 30, 2026, with revenues of RMB 2.655 billion, an increase of 6.21% year-on-year. The profit attributable to the company's owners for the period was RMB 336 million, an increase of 3.2% year-on-year. Earnings per share were RMB 0.228.

DAHSING BANKING (02356) announced its interim results for the year 2026, with a profit attributable to shareholders of HKD 1.78 billion, an increase of 12.8% year-on-year.

Dah Sing Bank Group (02356) announced its interim results for 2026, achieving net interest income of HKD 2.97 billion, a year-on-year increase of 7%; profit attributable to shareholders reached HKD 1.78 billion, a year-on-year increase of 12.8%; basic earnings per share stood at HKD 1.27; interim dividend of HKD 0.35 per share.

DAH SING (00440) announced its interim results, reporting a profit attributable to shareholders of HKD 1.458 billion, an increase of 3.7% compared to the same period last year.

Daxin Financial (00440) announced its interim results for the year 2026, reporting a net interest income of HKD 2.998 billion, an increase of 6.5% year-on-year; the profit attributable to shareholders was HKD 1.458 billion, up 3.7% year-on-year; basic earnings per share were HKD 4.57; and a proposed interim dividend of HKD 1.20 per share for 2026.

A-shares Midday | Indices surged and then fell with divergence, led by PTFE, cybersecurity, and agriculture.

The A-share market shows a pattern of "indices rising and then falling, a divergence in trends, with more individual stocks rising than falling, and a continuity of structural hotspots."

New Stock News | Maiketian (02041) starts its public offering today, with a compound annual growth rate of 38.9% from 2023 to 2025.

From 2023 to 2025, the company's revenue will increase from 1.313 billion yuan to 1.399 billion yuan, and further to 1.619 billion yuan, resulting in a compound annual growth rate of approximately 11%, with a year-on-year growth of 15.7% in 2025.

Goldman Sachs: Gulf oil exports have significantly rebounded from the low point in March, but are only about two-thirds of pre-war levels.

The total oil exports from the Gulf region have recovered to approximately 15 to 16 million barrels per day, marking a significant rebound in oil export volume compared to the low point during the conflict, although it remains well below pre-war levels.

The Hong Kong dollar interbank offered rates have risen across the board, with the one-month interbank rate increasing by 6.179 basis points to 2.85%.

On August 28, the Hong Kong Interbank Offered Rate (HIBOR) rose across the board, with the one-month HIBOR, related to property mortgages, reported at 2.85%.

Apple's first foldable screen, the latest revelations are here.

Ming-Chi Kuo previously stated that Apple has planned a cumulative order scale of about 15 to 20 million units for its first foldable iPhone, although this figure may reflect the cumulative sales over the product's lifecycle in the next two to three years.

As the Jackson Hole speech approaches, Wall Street firms collectively urge: it is essential to clearly signal a commitment to combating inflation.

Multiple Wall Street institutions are calling for Waller to clearly demonstrate the Federal Reserve's strong commitment to fighting inflation in his upcoming speech.

Tokyo's inflation accelerated for the third consecutive month! The rationale for the Bank of Japan's interest rate hike in September has been further strengthened.

Despite the Japanese government's measures to lower energy costs, key inflation indicators in Tokyo accelerated for the third consecutive month, further strengthening the case for the Bank of Japan to raise interest rates again amid increasing market expectations for a rate hike in September.

MORIMATSU INTL (02155) Shows Promise with New Orders Increasing Over 95% Amid Discrepancies Between Revenue and Net Profit

Sengsong International is standing at the threshold of deep-water exploration.

A-shares Opening Express | Shanghai Composite Index opens down 0.16%, with electric power equipment and pharmaceuticals leading the decline.

The Shanghai Composite Index opened 0.16% lower at 3,950.24 points, the Shenzhen Component Index opened 0.21% lower at 14,019.28 points, the ChiNext Index opened 0.56% lower at 3,453.73 points, and the STAR 50 opened 0.52% lower at 1,684.72 points.

Rifts within the Federal Reserve are becoming apparent. Will Waller's speech set the tone for the policy path?

The market is paying attention to how Waller articulates his views on the economy, inflation, and interest rate outlook at the Jackson Hole meeting, as well as whether he will release new signals regarding the policy path.

The market is looking for clear signals but is encountering "fuzzy steering." Waller's speech on Friday may determine the direction of long-term Treasury bonds, and the yield on the 30-year bond could rise above 5.5%.

Federal Reserve Chair Waller will deliver a highly anticipated keynote speech at Jackson Hole on Friday, and the market is trying to discern what signals he might convey on key issues affecting the economy and monetary policy.

CAOCAO INC (02643) Mid-Year Report: Fundamentals Continue to Solidify, Internationalization Accelerates, and the Potential of RoboX under a Comprehensive Closed Loop is Expected to be Realized.

Cao Cao Travel's mid-term report, which carries a dual narrative of "present" and "future," holds value not only in validating the current quality of operations but also in providing an important window for understanding the company's long-term growth logic.

Brokerage Morning Meeting Highlights | The Next Potential Market After Moving from Chat to Work AI Coding

CITIC Construction Investment believes that the next potential market after AI Coding is moving from Chat to Work; Huatai Securities suggests paying attention to the actual delivery situation of humanoid robots, transitioning from exhibits to products; China International Capital Corporation (CICC) believes that with AI advanced packaging new materials, attention should be paid to the core equipment ramp-up.

FANGZHOU JIANKE (06086) Mid-Year Report Observation: Trust as the Core, AI as the Wing, Continually Upgrading to the "Full Cycle Health Partner" Strategy

On August 27, Fangzhou Jianke (06086) released its mid-term results for 2026.

RIBOLIFE-B (06938) Mid-term Performance for 2026: Global Collaboration Drives Revenue Growth, Ongoing Realization of Core Pipeline and Platform Value

During the reporting period, the company achieved a revenue of 420 million RMB, a year-on-year increase of 304%; the net profit during the period was 23 million RMB, marking a turnaround from losses; at the end of the period, cash and cash equivalents totaled 2.24 billion RMB.

National Healthcare Security Administration: Build innovative scenarios such as personal health insurance cloud, imaging cloud, and pathology cloud to increase support for innovative drugs, medical devices, and innovative service projects.

The National Medical Insurance Administration held a symposium to promote the high-quality development of the pharmaceutical industry during the 14th Five-Year Plan, where it communicated with representatives from various pharmaceutical enterprises about the development of the pharmaceutical industry and gathered opinions and suggestions.

FOSUN INTL (00656) reported a mid-year profit growth of 160.3% year-on-year for 2026. The "roof repair in sunny weather" has been fulfilled as scheduled, and innovation combined with globalization accelerates growth.

Fosun has resumed its growth trajectory in profitability after completing the systematic adjustment of the "Sunny Day Roof Repair."

GUOCO GROUP (00053): Guoco Realty's annual profit attributable to shareholders is S$95.199 million, a decrease of 11.07% year-on-year.

Guoco Group (00053) announced the performance of Guoco Real Estate for the year ending June 30, 2026, with revenue of SGD 1.434 billion, a decrease of 25.17% year-on-year; the profit attributable to shareholders was SGD 95.199 million, a decrease of 11.07% year-on-year.

A-share Pre-market Briefing | The consolidation of trillion-level brokerage firms has been finalized! CICCs three-in-one has passed the review, and storage giants are expanding production significantly.

On August 27, the Shanghai Stock Exchange announced on its official website that the major asset restructuring involving CICC's share swap to absorb Dongxing Securities and Cinda Securities has been approved for review by the Shanghai Stock Exchange.

HUTCHMED (00013): Ailinida (Fruquintinib) has been approved by the National Medical Products Administration of China for the treatment of patients with intrahepatic cholangiocarcinoma with FGFR2 fusions/rearrangements.

Hutchison China MediTech Limited (00013) announced that Fanregratinib (HMPL-453) has received conditional approval from the National Medical Products Administration (NMPA) of China for its new drug application. It is indicated for the treatment of adult patients with advanced, metastatic, or unresectable intrahepatic cholangiocarcinoma who have previously received systemic therapy and have fibroblast growth factor receptor (FGFR)2 fusion or rearrangement. Fanregratinib will be marketed in China under the brand name Ailingda (English trademark: ATLED).

IRC (01029) announced its interim results, with a profit attributable to shareholders of USD 428,000, marking a turnaround from a loss in the same period last year.

Iron Goods (01029) announced its mid-year results for 2026, reporting revenues of $153 million, a year-on-year increase of 24.9%; the profit attributable to company owners was $428,000, reversing the previous year's loss.

DUALITYBIO-B (09606) has established a global research and development collaboration and licensing agreement with Genentech to develop the next-generation ADC based on the company's new DUPAC payload platform.

Ying'en Biotechnology-B (09606) announced that on August 27, 2026, the company entered into a collaboration and licensing agreement (the Cooperation Agreement) with Genentech, Inc., a member of the Roche Group, to develop next-generation antibody-drug conjugates (ADCs) targeting several tumor indications based on the company's proprietary Ying'en unique effective payload antibody conjugate (DUPAC) platform.

JIANGSU EXPRESS (00177) will distribute a mid-term dividend of 0.25 yuan per share on December 31.

Jiangsu Ningtong Highway (00177) announced that the company will distribute a mid-term dividend of RMB 0.25 per share on December 31, 2026.

New Stock News | Dizhe Pharmaceutical (688192.SH) has submitted another application to the Hong Kong Stock Exchange. Shuwozhe has already been listed in mainland China and approved in the United States.

According to the Hong Kong Stock Exchange's disclosure on August 27, Dige (Jiangsu) Pharmaceutical Co., Ltd. has submitted a listing application to the main board of the Hong Kong Stock Exchange, with Goldman Sachs and Huatai International serving as joint sponsors.

Anthropic bets on a trillion-dollar market! Launches "model hardware standards" to help AI move into the real world.

Anthropic has announced a new software standard that enables AI assistants like Claude to better collaborate with robotics as well as hardware in the science and manufacturing industries.

AI cloud revenue surge cannot hide the pains of transformation IREN (IREN.US) Q4 loss unexpectedly widened, stock price fell over 8% after hours

IRIS reported a larger-than-expected loss in the fourth quarter, and its revenue also fell short of market expectations.

JIANGSU EXPRESS (00177) released its interim results, with a net profit attributable to shareholders of 2.503 billion yuan, an increase of 3.28% year-on-year.

Jiangsu Ninghu Highway (00177) released its mid-term results for 2026, during which the group achieved an operating income of 9.293 billion RMB, a year-on-year decrease of 1.2%; the net profit attributable to shareholders of the listed company was 2.503 billion RMB, a year-on-year increase of 3.28%; and the basic earnings per share were 0.4969 RMB.

Marvell Technology, Inc. (MRVL.US) reported Q3 results that exceeded expectations but still faced a vote with their feet reaction! Alphabet Inc. Class C's massive order of billions is a "distant water" that cannot quench immediate thirst.

Marvell Technology (MRVL.US) released its fiscal second quarter earnings report for 2026 after the market closed on Thursday, with adjusted earnings per share and revenue slightly exceeding market expectations, while the guidance for the third fiscal quarter also outperformed analyst predictions.

SenseTime (00020) 2026 Mid-term Report: Accelerated Gross Profit Growth, Shift in Business Model, and Improved Profit Quality

What truly takes the breath away from global investors is the subtly emerging valuation anchor migration curve behind this financial reportshifting from "technological leadership" to "commercial realization." SenseTime is rewriting the pricing logic of the AI sector in the Hong Kong stock market.

Autodesk, Inc. (ADSK.US) earnings report reveals "AI anxiety" among software stocks: Q3 and full-year profit guidance fall short of expectations, and the acquisition of MaintainX becomes a profit drag.

Autodesk announced its second quarter financial results for fiscal year 2027.

BEAUTYFARM MED (02373) announced its interim results, with a net profit of 239 million yuan, an increase of 40.2% year-on-year.

Beautiful Pastoral Medical Health (02373) announced its performance results for the six months ending June 30, 2026. During this period, the group achieved revenue of 1.882 billion yuan, a year-on-year increase of 29%; net profit of 239 million yuan, a year-on-year increase of 40.2%; and basic earnings per share of 0.91 yuan.

Workday (WDAY.US) Q2 performance is mixed, and the guidance for Q3 subscription backlog orders is below expectations, testing the momentum for a rebound.

The sales guidance released by the office management software manufacturer Workday fell short of analysts' expectations, dampening the upward momentum that Wall Street had recently accumulated due to a renewed optimism about the software industry.

MAO GEPING (01318) will distribute an interim dividend of 0.62 yuan per share on October 20.

Mao Geping (01318) announced that the company will distribute a mid-term dividend of 0.62 yuan per share on October 20, 2026.

MAO GEPING (01318) released its mid-term performance report, with a net profit attributable to shareholders of 805 million yuan, an increase of 20.26% year-on-year. The foundation makeup products continue to perform strongly.

Mao Geping (01318) announced its performance for the six months ended June 30, 2026. During this period, the group achieved revenue of 3.267 billion yuan, an increase of 26.24% year-on-year; profit attributable to the owners of the parent company amounted to 805 million yuan, up by 20.26% year-on-year; basic earnings per share were 1.64 yuan.

New Stock News | Juxing Media Files for Listing on the Hong Kong Stock Exchange as China's Largest Celebrity Marketing Service Provider

According to the Hong Kong Stock Exchange's disclosure on August 27, Shanghai Juxing Media Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange Main Board, with Pu Yin International acting as the exclusive sponsor.

New Stock News | Xinghuan Technology (688031.SH) passes Hong Kong Stock Exchange hearing, becoming the largest independent service provider in China's AI infrastructure software market.

According to Frost & Sullivan's data, based on revenue, the company is the fifth largest AI infrastructure software provider in China, with a market share of 2.7% by 2025, and it is also the largest independent service provider in the market.

New Share News | Dija Pharmaceuticals (688192.SH) Resubmits Listing Application to Hong Kong Stock Exchange

According to the prospectus, Dizhe Pharmaceutical is a biopharmaceutical company in the commercialization stage, and the company's core treatment areas are oncology and hematological diseases.

Overnight US stocks | NVIDIA Corporation (NVDA.US) and other tech companies' earnings reports boosted market sentiment, with the three major indexes closing higher. Salesforce, Inc. (CRM.US) rose over 22%.

As of the close, the Dow Jones Industrial Average rose 105.56 points, an increase of 0.20%, closing at 53,569.44 points; the S&P 500 index increased by 55.29 points, a rise of 0.72%, closing at 7,730.99 points; the Nasdaq rose 411.15 points, an increase of 1.57%, closing at 26,541.35 points.

NVIDIA Corporation (NVDA.US) surged over 8.7%, increasing its market value by approximately $442 billion, marking the second largest single-day increase in the stock's history.

NVIDIA's stock price surged significantly, with a single-day market value increase of approximately $442 billion, setting the record for the second largest single-day market value growth in the history of global stocks.

Boston Fed Chairman: Current interest rates remain "moderately restrictive," and maintaining the rates as they are is still the appropriate choice.

Boston Federal Reserve Chair Collins stated on Thursday that she still believes the current level of interest rates in the United States is somewhat restrictive for the economy and is helping to curb inflation.

US Stock Market Move | AI chip design demand drives performance Surges Synopsys, Inc. (SNPS.US) jumps over 11% after earnings

On Thursday, chip automation design giant Synopsys (SNPS.US) opened high and continued to rise, with an increase of over 11% as of the time of publication.

MERDEKAGOLD-DRS (06228) announced its interim results, reporting a loss attributable to the owners of the parent company of $14.877 million, a year-on-year narrowing of 7.31%.

Freedom Gold - DRS (06228) announced its mid-term results for 2026, with revenue of $30.857 million, a year-on-year increase of approximately 366.35 times; the loss attributable to equity holders of the parent company was $14.877 million, a year-on-year narrowing of 7.31%; loss per share was $0.001.

The Federal Reserve's hawkish stance is reiterated! Harker says interest rates are "not tight enough" and that now is the time for anti-inflation action.

Cleveland Federal Reserve President Loretta Mester reiterated on Thursday the need for the Federal Reserve to take action to curb inflation.

CENTURY LEGEND (00079) released its interim results, reporting a loss attributable to shareholders of HKD 16.863 million, reversing from profit to loss year-on-year.

Century City International Holdings Limited (00079) announced its interim results for the six months ended June 30, 2026. The group reported revenue of HKD 21.161 million, a decrease of 4.47% year-on-year; the loss attributable to equity holders stood at HKD 16.863 million, compared to a profit of HKD 2.552 million in the same period last year; loss per share amounted to HKD 0.0517.

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Ganfeng Lithium: Progress on Subsidiary's Involvement in Investment Limited Partnership Matters

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Zhichun Technology (603690.SH) plans to transfer part of its shares in the affiliated company Weidun Crystal Phosphate for 20 million yuan.

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Xiamen Releases Twelve Measures to Promote Exchange and Cooperation with Taiwan

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Yuncong Technology: The company is deeply involved in the national standardized pilot project "Shanghai Virtual-Real Integration Embodied Intelligence Training Ground" and the "Humanoid Robot Qilin Training Ground" project.

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