真灼财经

Liwa Holdings (01346.HK) $LEVER STYLE(01346.HK) recently announced its interim results for the six months ended June 30, 2026. During the reporting period, the company achieved revenue of $113.2 million, a year-on-year increase of 23.8%; net profit was $5.4 million, up 1.8% year-on-year. Despite one-time costs from business integration following acquisitions, the company still achieved profit growth. The board announced the maintenance of an interim dividend of 3.0 HK cents per share...

On July 14, 2026, the "Greater Bay Area Global Business Expansion Summit Forum," fully sponsored by Standard Chartered Bank (Hong Kong) and hosted by Television Broadcasts Limited (TVB), was grandly inaugurated in Hong Kong today. This forum focuses on helping small and medium-sized enterprises within the Greater Bay Area, with Hong Kong at its core, to address cross-border challenges and seize opportunities for expansion in the Greater Bay Area and globally. It provides in-depth analysis of global economic prospects, digital empowerment for cross-border strategies, resource building, and successful case studies of multinational expansion, offering practical insights and a communication platform for enterprises intending to expand their global business...

The United States will resume its maritime blockade against Iran starting Tuesday afternoon Eastern Time. Trump has declared that a 20% compensation fee will be imposed on all goods transported via the Strait of Hormuz. Hawkish remarks from a Federal Reserve governor have fueled expectations of an interest rate hike. Warsh will attend a congressional hearing on Tuesday and may face questions regarding the latest data and policy path. Overnight Highlights – The U.S. announced the resumption of its maritime blockade against Iran, escalating hostilities between the U.S. and Iran. Risk appetite in U.S. stocks was dampened, with tech stocks leading the decline. The Nasdaq performed weaker than the S&P 500 and the Dow. Inflation concerns pushed the 10-year U.S. Treasury yield to 4.62%, a new high since May 21st...

On July 13, 2026, KLN Logistics Group Limited (00636.HK) $KLN(00636.HK) announced that its healthcare business subsidiary, KLN Medical Limited (“KLN Medical”), signed a tripartite memorandum of understanding with Advantech Co., Ltd. (2395.TW), a global leader in IoT systems and embedded platforms, and YDCare (“YDCare”), a healthcare brand under New Frontier Group...

The Hong Kong stock market has been fluctuating recently, with capital being reallocated between high-growth and stable-yield assets. While the AI and chip sectors are attracting attention, some funds are also turning to targets that combine high dividends with growth potential. Liwen Chemical (00746.HK) $L & M CHEMICAL(00746.HK) is demonstrating this dual investment attribute of offense and defense: its caustic soda business provides stable cash flow, supporting a dividend yield of about 7.5%; its fluorochemical products deeply penetrate the AI and new energy supply chains, adding growth potential for future performance. In the 2025 fiscal year, the company's earnings per share were 67.7 cents...

SK hynix will list on Nasdaq on Friday, with its fundraising size being the largest among foreign companies' IPOs in the US. Shipping through the Strait of Hormuz has nearly come to a standstill. Mark Zuckerberg denies that Meta has excess computing power. China has issued the "15th Five-Year Plan" carbon peak action plan. It is reported that several former and current Chinese officials held talks with American experts to analyze the White House's policy intentions towards China. Nexchip will list on the Hong Kong stock market on Friday. Overnight highlights – Driven by a strong rebound in the chip sector, all three major US stock indices closed higher. As the previous selling pressure subsided, allocation funds entered the market at low prices, leading to a significant drop in US Treasury yields across all maturities...

The U.S. military has conducted another airstrike on Iran, with Donald Trump stating that the temporary ceasefire has ended and threatening to blockade Iranian ports. The meeting minutes revealed heightened inflation concerns at the Federal Reserve, with a few officials seeing reasons for a rate hike in June. The People's Bank of China's quarterly statement for the first time mentioned the challenge of "structural divergence." China is expected to announce a slowdown in CPI on Thursday. Overnight Highlights – Intertwined effects from the breakdown of the U.S.-Iran agreement and stimulus from Apple's massive order led to intense capital gamesmanship, resulting in the S&P closing lower while the Nasdaq bucked the trend to finish in the green. Inflation worries triggered by the agreement's breakdown prompted increased selling pressure from allocation funds, driving U.S. Treasury yields higher across the board, with the long end touching a seven-week intraday high...

Guochao IP is reshaping China's economic landscape at an unprecedented pace. Data shows that the market size of China's Guochao economy grew from 1.2 trillion yuan in 2018 to 2.3 trillion yuan in 2024, and is expected to exceed 3 trillion yuan by 2028. This wave not only creates considerable direct economic value but also demonstrates multi-dimensional and far-reaching influence through the extension of industrial chains, transformation of consumption models, and innovation in cultural heritage. Phenomenal IPs exhibit astonishing commercial explosive power. In 2025...

Guangxi and many other places have recently been hit by consecutive heavy rains and strong winds, with some areas experiencing severe disasters such as reservoir breaches and landslides. Xiaomi Group (01810.HK) $XIAOMI-W(01810.HK) announced that the Xiaomi Foundation has donated 10 million RMB in cash to fully support disaster relief efforts in Guangxi and other affected areas. Lei Jun, founder, chairman, and CEO of Xiaomi Group, stated on Weibo: "Stand together through thick and thin! Join hands to fight the disaster, we are with you!" This donation of 10 million RMB...

On July 7, Renrui Human Resources (06919.HK) $RENRUI HR(06919.HK) announced that the group expects its revenue during the period to increase by 10.6% to 25.9% year-on-year, reaching approximately RMB 2,880.0 million to RMB 3,280.0 million. The profit attributable to equity holders of the company is also expected to increase by 39.0% to 63.4% year-on-year during the period, reaching RMB 57.1 million to RMB 67.1 million. Excluding the impact of non-recurring items...

SK Hynix's US IPO is reportedly oversubscribed. Hedge funds' bearishness on the yen has reached its highest level since 2007. Trump expects Xi Jinping to visit the US around September 24. Tencent reduced its stake in Kuaishou's Hong Kong shares, ceasing to be a major shareholder. Overnight Highlights – Boosted by strong Q2 earnings expectations, the three major US stock indices collectively closed higher, with the Nasdaq up over 1%. Last week's weak non-farm payroll data continued to dampen rate hike expectations, leading to a significant decline in US Treasury yields across all maturities. Although rate hike bets cooled, the US dollar index temporarily stabilized during the day, supported by a sharp weakening of the yen...

On July 6, 2026, KGI Securities released its latest analysis of the Taiwanese market today. Driven by continuous inflows of hot money and the strong explosion of the AI industry, the Taiwan stock market has seen its maximum increase reach 60% so far this year. This round of rally mainly stems from major US AI cloud service providers (CSPs) significantly raising their capital expenditure to a 70% year-on-year increase. This has also led to substantial upward revisions in the profits of Taiwanese companies, which are the main supply chain for AI, thereby boosting the projected corporate profit growth of the Taiwan stock market this year from the 20% estimated at the beginning of the year to 40%. This indicates that the market rally is driven by excellent and solid fundamentals. Looking ahead to the second half of the year...

Hong Kong Stock Market Trends and Analysis: US stocks were closed last Friday due to a holiday, while European markets performed well across the board. The US dollar remained weak, gold prices continued to rebound from lows, and oil prices fluctuated but stabilized. The Hang Seng Index futures saw little change overnight, and the market is expected to lack a clear direction in early trading. Mainland Chinese markets performed well last Friday, with the Shanghai Composite Index opening lower and closing higher, up 0.4% at the close. Trading volume in both markets continued to exceed 3 trillion yuan. Hong Kong stocks extended their rebound, supported by easing market sentiment due to reduced expectations of a Fed rate hike. The index opened higher last Friday and briefly surged to the 23,500-point level before the gains slightly softened. It still closed higher with active trading volume. Blue-chip stocks generally rose...

On July 3, 2026, Home Control International Limited (01747.HK) $HOME CONTROL(01747.HK) announced that the Group's headquarters and core operational team in Singapore officially moved into a new office located in a core business and technology resource cluster area of Singapore in May 2026. The address is 6 Shenton Way, OUE Downtown 2 #27-10, Singapore. The company held an opening and ribbon-cutting ceremony to celebrate the official launch of the new office...

On July 3, 2026, a plot (the "Hung Shui Kiu Area") within the Hung Shui Kiu / Ha Tsuen New Development Area in the Northern Metropolis closed for tender today...