格隆汇9月26日丨根据联交所最新权益披露资料显示，2025年9月24日，华泰证券(06886.HK)遭江苏省苏豪控股集团有限公司在场内以每股均价18.88港元减 持247.6万股，涉资约4675万港元。 减持后，江苏省苏豪控股集团有限公司最新持股数目为274,243,400股，持股比例由16.10%下降至15.95%。 | 股份代號: | 06886 | | --- | --- | | 上市法國名稱: | 華泰證券股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 26/08/2025 - 26/09/2025 | | 表格序號 | 大股東/董事/最高行政人員名 作出披露的買入 / 費出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日 相關法 | | --- | --- | --- | --- | --- | | | 부 大 | 股份數目 | | (請參閱上述*註 有投票權股期(日/月/ 份權益 | | | | | | 份自分比 年) | | | | | | 1961 | | CS20250925E00105 | 江苏省苏豪控股集团有限公 1201(L) | 2 ...

格隆汇9月26日丨集海资源(02489.HK)发布公告，2025年9月25日，公司及联合配售代理(即华福国际、 方德证券及第一上海)订立配售协议，据此，公司已有条件同意透过联合配售代理按竭尽所能基准，按 每股配售股份1.18港元的配售价向不少于6名承配人配售最多4亿股配售股份，承配人及其实益拥有人须 为独立第三方。 假设配售股份已悉数配售，配售事项的所得款项总额预计为4.72亿港元。配售事项的估计所得款项净额 预计约为4.62亿港元。公司拟将配售事项的估计所得款项净额按下列用途及金额运用：约50%的所得款 项净额(或2.31亿港元)将用于收购潜在金矿项目；约25%的所得款项净额(或1.155亿港元)将用于加快扩 充公司业务；及约25%的所得款项净额(或1.155亿港元)将用于一般营运资金及其他一般企业用途。 配售价每股1.18港元较于配售协议日期于联交所所报收市价每股股份1.46港元折让约19.2%。配售股份 数目相当于本公告日期已发行股份总数的20%。配售股份将根据一般授权配发及发行。 ...

格隆汇9月26日｜今日昊创瑞通(301668.SZ)上市，无新股申购。 ...

格隆汇9月26日丨根据联交所最新权益披露资料显示，2025年9月25日，石四药集团(02005.HK)获执行董事兼主席兼行政总裁曲继广在场内以每股均2.9659港 元增持120万股，涉资约355.91万港元。 增持后，曲继广最新持股数目为1,204,792,000股，持股比例由40.78%上升至40.82%。 | 股份代號: | 02005 | | --- | --- | | 上市法國名稱: | 石四藥集團有限公司 | | 日期 (日 / 月 / 年): | 26/08/2025 - 26/09 | | 200 - 12 - | | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | | --- | --- | --- | --- | --- | --- | --- | | | | 大家网 三亚 | | | 請參閱上述 * 註 有投票權股 期 (日 / 月 / 份權益 | | | | | | | | · | | | CS20250925E00195 | China Pharmaceutical | 1710(L ...

Group 1 - The company has established a wholly-owned subsidiary in Hong Kong named Orbiva Limited, with the registration completed on September 22, 2025 [1] - The decision to create Orbiva Limited is driven by the increasing global demand for healthcare and the company's achievements in the healthcare sector, leveraging its expertise in IoT and smart control technologies [1] - Orbiva Limited will serve as a new strategic core for the company, focusing on expanding its healthcare-related business, including an AIoT-enabled home healthcare platform and ecosystem [1] Group 2 - The company will maintain its existing product-based healthcare business while allowing Orbiva Limited to operate independently under the original structure [1] - The new brand under Orbiva Limited will aim to integrate hardware, software, data, and services to provide comprehensive healthcare operational services [1]

格隆汇9月26日丨长风药业(02652.HK)发布公告，公司拟全球发售4119.8万股H股，中国香港发售股份 412万股，国际发售股份3707.8万股；2025年9月26日至10月2日招股；发售价将为每股发售股份14.75港 元，每手买卖单位为500股，中信证券及招银国际为联席保荐人；预期股份将于2025年10月8日开始在联 交所买卖。 如今，集团正在推进中国、美国及╱或欧洲等主要市场和东南亚及南美等新兴市场的20多款候选产品的 开发。集团积极探索如脂质体及siRNA在内的创新吸入制剂剂型，并将治疗领域扩展至包括中枢神经系 统(CNS)疾病及抗感染在内的新疾病领域。集团也在开发新的治疗方法，如支气管内活瓣(EBV)，并为 治疗特发性肺纤维化(IPF)及肺动脉高压(PAH)等严重影响患者生活的疾病开发潜在的同类首创或中国首 创治疗方法。 假设发售价为每股股份14.75港元，集团估计将收取全球发售所得款项净额约5.254亿港元。集团目前拟 将该等所得款项净额用作以下用途：约40.0%将用于为集团国内及国际的吸入制剂候选产品的持续研 发、临床开发及商业化提供资金；约20.0%将用于为集团多个管线计划及技术的临床前研 ...

格隆汇9月26日丨长风药业(02652.HK)发布公告，公司拟全球发售4119.8万股H股，中国香港发售股份 412万股，国际发售股份3707.8万股；2025年9月26日至10月2日招股；发售价将为每股发售股份14.75港 元，每手买卖单位为500股，中信证券及招银国际为联席保荐人；预期股份将于2025年10月8日开始在联 交所买卖。 ...

Core Viewpoint - The company demonstrates strong confidence in its future development prospects, as evidenced by significant share purchases by concerted action members and a share buyback plan [1][2] Group 1: Share Purchases - Concerted action members have collectively purchased 11.05865 million shares at a total cost of approximately 96.34 million HKD since July 16, 2025 [1] - As of the announcement date, these members hold about 200.2 million shares, representing 25.28% of the company's total issued shares [1] - The members express confidence in the company's overall development prospects, growth potential, and long-term investment value [1] Group 2: Share Buyback Plan - The board has approved a share buyback plan not exceeding 100 million HKD, believing that the current share price does not reflect the company's actual value [1] - Since July 15, 2025, the company has repurchased a total of 326,400 shares, with a cumulative payment of 2.67 million HKD [1] - The company will continue to monitor market conditions and may exercise shareholder authorization for further share repurchases [1] Group 3: Business Operations and Product Pipeline - The board believes that the company's current business operations are in good condition, with encouraging progress in the development of core product pipelines, including but not limited to Pan-KRAS inhibitors [2] - The management's substantial share purchases and the company's share buyback actions reflect a strong confidence in the company's fundamentals and long-term growth prospects [2]

格隆汇9月25日丨唯万密封(301161.SZ)公布，股东上海方谊企业管理咨询合伙企业（有限合伙）（简称"上海方谊"）持有公司股份4,437,000股（占公司总股本比例3.6975%），为公司首次 ...

Investment Highlights - The company is covered for the first time by CICC with an "outperform" rating and a target price of HKD 38.60, based on a P/E valuation method corresponding to FY2026 at 13x P/E [1] - The company is a leading player in the high-end CNC lathe market, with strong internal competitiveness [1] Business Performance - Established in 2003, the company is rooted in China's manufacturing sector, with a stable growth in its main business. The company is primarily focused on lathes (Swiss-type lathes) and supplemented by machining centers and grinding machines [1] - For FY2025 (Q2 2024 to Q1 2025), the company expects revenue of CNY 4.262 billion and a net profit attributable to shareholders of CNY 780 million, representing year-on-year growth of 36.6% and 63% respectively [1] Market Position and Expansion - The metal cutting machine tools are long-lasting general-purpose equipment, with demand influenced by capital expenditures in the automotive and general manufacturing sectors. The cumulative growth rate of metal cutting output in China from January to August 2025 is 14.6%, indicating a recovery in the industry [1] - The CNC machine tool market in China is projected to be CNY 71.5 billion in 2024, with the company holding a market share of 4.1% (by revenue), ranking first in the lathe market [1] - In March 2025, the company announced the construction of its sixth factory in Pinghu, which is expected to add approximately 3,000 units of assembly capacity per year [1] Profitability and Dividends - The company has shown significant growth in profitability, maintaining a dividend payout ratio of over 40% since FY2023, reflecting stable operational quality [2] New Growth Areas - Since 2024, the company has actively expanded into AI liquid cooling connector processing and humanoid robot components, such as lead screws and reducers [2] - The market has not fully recognized the incremental potential of liquid cooling and robotics, but the company remains optimistic about the opportunities these sectors present [2] Earnings Forecast and Valuation - The company forecasts EPS of CNY 2.6 and CNY 3.1 for FY2026 and FY2027 respectively, with a CAGR of 22%. The target price of HKD 38.60 corresponds to a P/E of 13x for FY2026, with current prices reflecting P/E ratios of 11x and 10x for FY2026 and FY2027 respectively, indicating a potential upside of 17.1% [2]