联想控股、如祺出行、呷哺呷哺发布中期业绩预告；药明康德公布上半年业绩丨港交所早参

每日经济新闻08-04

｜2026年8月4日星期二｜　　NO.1 联想控股预计上半年净利润同比增长不低于186%　　8月3日，联想控股（HK03396）公告称，预期集团于截至2026年6月30日止6个月将取得归属于公司权益持有人的净利润不少于20亿元，与2025年同期的6.99亿元相比，将实现不低于186%的增长。　　点评：该预期增长主要受益于资本市场回暖，公司产业孵化与投资板块的投资业务扭亏为盈。　　NO.2 如祺出行...

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WuXi AppTec Announces First Half Results | Hong Kong Stock Exchange Morning Participation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"603259":1.5,"00520":1.5,"02359":1.5,"03396":1.5,"09680":1.5},"content_text":"｜2026年8月4日星期二｜　　NO.1 联想控股预计上半年净利润同比增长不低于186%　　8月3日，联想控股（HK03396）公告称，预期集团于截至2026年6月30日止6个月将取得归属于公司权益持有人的净利润不少于20亿元，与2025年同期的6.99亿元相比，将实现不低于186%的增长。　　点评：该预期增长主要受益于资本市场回暖，公司产业孵化与投资板块的投资业务扭亏为盈。　　NO.2 如祺出行预计上半年亏损同比收窄不少于40%　　8月3日，如祺出行（HK09680）公告称，2026年上半年，预期集团将取得综合收入不少于39亿元，同比增长不少于132.6%；取得公司权益股东应占综合亏损净额不多于7500万元，较2025年同期亏损大幅减少不少于5000万元，减幅不少于40.0%。　　点评：网约车订单规模扩张、技术服务业务放量带动如祺出行上半年营收大增，营运效率改善、成本结构优化推动毛利提升。　　NO.3 药明康德上半年母公司持有者应占净溢利同比增长33.7%　　8月3日，药明康德（HK02359，SH603259）公告称，2026年上半年，公司收入约为288.975亿元，同比增长38.9%；毛利约为153.82亿元，同比增长68.8%；母公司持有者应占净溢利约110.8亿元，同比增长33.7%；经调整母公司持有者的应占净溢利约115.7亿元，同比增长83.2%；每股基本盈利3.8元，拟每10股派发现金股息5.1元。　　点评：药明康德上半年业绩大增，持续经营业务在手订单稳步扩容。　　NO.4 呷哺呷哺预期上半年亏损同比大幅收窄64%至51%　　8月3日，呷哺呷哺（HK00520）公告称，2026年上半年，集团预计取得收入约为15亿元，同比减少约23%。然而，相较于2025年上半年录得净亏损约8100万元，集团预期于2026年上半年将录得净亏损介乎约2900万元至3900万元之间，亏损较2025年同期大幅收窄，降幅介乎约64%至51%之间。　　点评：据公告，亏损收窄主要由于集团坚持供应链精益化发展战略、深耕会员运营体系，以及持续推进餐厅网络结构性升级。　　NO.5 港股行情： （文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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