格隆汇2月16日｜上汽集团与JSW集团在印度的合资企业JSW MG汽车公司计划投资3.3亿至4.4亿美元， 投资旨在扩大工厂产量，并推出包括混合动力和电动车型在内的新车型。 ...

Core Viewpoint - Delanminghai has submitted its IPO application to the Hong Kong Stock Exchange, marking its entry into the global capital market amid a transition in China's energy storage industry from rapid growth to a more refined approach [1]. Group 1: Brand Strategy and Market Position - Delanminghai has established a strong brand strategy with its BLUETTI brand, leading to significant revenue growth, with projected revenues of 1.777 billion RMB in 2023 and 2.174 billion RMB in 2024, reflecting year-on-year growth rates of 22.4% and 3.3% respectively [2]. - The company ranks fourth globally among portable energy storage suppliers, holding a 6.6% revenue share and a 7.5% shipment share in 2024, indicating its position in the first tier of the industry [2]. - The adjusted net profit for 2024 is expected to be 20.09 million RMB, with a substantial increase of 73.1% to 25.35 million RMB in the first three quarters of 2025, surpassing the entire profit of 2024 [2]. Group 2: Technological Innovation and R&D - Delanminghai invests heavily in R&D, with expenditures of 128 million RMB, 138 million RMB, and 129 million RMB in 2023, 2024, and the first three quarters of 2025 respectively, maintaining a stable investment level [5]. - The company has developed a comprehensive technology stack, focusing on core technologies such as Battery Management Systems (BMS), Power Conversion Systems (PCS), and Energy Management Systems (EMS), which are essential for energy storage solutions [5]. - Delanminghai holds 847 valid patents, including 308 invention patents, showcasing its strong innovation capabilities in the portable energy storage sector [6]. Group 3: Global Market Expansion - The company has established 30 subsidiaries globally and operates 22 service centers in 17 countries, providing 24/7 multilingual support and employing over 400 local marketing personnel [7]. - Revenue is primarily concentrated in the Americas, Europe, and Asia (excluding mainland China), with these regions contributing over 80% of total revenue in the first three quarters of 2025 [7]. - Delanminghai is diversifying its production capacity by collaborating with a third-party factory in Indonesia to produce portable energy storage products for the U.S. market, with an output of 125,700 units from May to September 2025 [9]. Group 4: Customer Diversification - The revenue contribution from the top five customers has decreased from 11.0% to 6.4% from 2023 to the first three quarters of 2025, indicating a broader and more diverse customer base [10]. - This shift reflects the company's successful penetration into the global consumer market, driven by repeat purchases and positive word-of-mouth [10]. Group 5: Future Outlook - The IPO represents an opportunity for Delanminghai to showcase its established global brand-building system and competitive advantages in technology innovation and localization to the international capital market [11]. - The company is positioned to benefit from the growing demand in the user-side energy storage sector, with a projected market size of $99 billion by 2029 and a CAGR of 25.9% from 2024 to 2029 [4].

| 表格序號 | 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 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 理 | 原因 | Pro mission | | | (語參閱 亦 * 註 | 有投票權版 (日 / 月 / 年) | 樓 | | | | | | | | | 份自分显 | | | | | | | | | | 1 % 1 | | | CS20260212E00534 | JPMorgan Chase & Co. | 1101(L) | | 942,132(L) | HKD 116.0887 | 35.774.187(L) | 7.00(L)09/02/2026 | | | | | | | | | 7,702,262(S) | 1.50(S) | | | | | | | | | 22,506,002(P) | 4.40(P) | | 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月9日，药明康德(02 ...

格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月9日，中国船舶租赁(03877.HK)获JPMorgan Chase & Co.以每股均价2.1798港元增持好仓 1023.73万股，涉资约2231.52万港元。 | 麦格序號 | 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 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 股份或信 | | | 語參閱 上犹 · | 有投票權发(目 / 月 / 年) | | | | | | | | | 行 = 2 0 0 7 | | | | | | | | | 96 | | CS20260212E00536 | JPMorgan Chase & Co. | 1001(L) | | 10,237,289(L) | HKD 2.1798 | 317.271.740(L) | 5.11(L)09/02/2026 | | | | 1403(S) | | 200.000(S) | | 286, ...

增持后，JPMorgan Chase & Co.最新持好仓数目为2832.804万股，持好仓比例由6.99%上升至7.01%。 格隆汇7月21日丨根据联交所最新权益披露资料显示，2025年7月16日，赣锋锂业(01772.HK)获JPMorgan Chase & Co.以每股均价24.1323港元增持好仓11.39万股，涉资约2774.85万港元。 ...

增持后，JPMorgan Chase & Co.最新持好仓数目为131,240,860股，持好仓比例由4.57%上升至5.15%。 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月10日，阜博集团(03738.HK)获JPMorgan Chase & Co.以每股均价5.1537港元增持好仓1492.43万股，涉资约7691.53万港元。 | 大船東/鹽島/產著行設入員名 作出張國的 買入/ 寶出或者及的 輕胞的平均價 | | | | | | 持有權益的股份數目 估已發行的 有關康在的日期相關 5國股份 機權維護 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | FE REE | | | 商品用服装 | 突放黑量发(日/月/年) 催益 | | | | | | | | 荷自分比 | | | | Support of the large of consideration of the list of t | CS20260213E00240 | of each of each of the course of | of Shil ...

Group 1 - JPMorgan Chase & Co. increased its stake in Jinli Permanent Magnet (06680.HK) by purchasing 254,200 shares at an average price of HKD 21.7208 per share, totaling approximately HKD 5.5214 million [1] - Following this acquisition, JPMorgan's total holdings in Jinli Permanent Magnet rose to 16,644,751 shares, increasing its ownership percentage from 6.98% to 7.09% [1][2]

Core Viewpoint - BOSS Zhipin-W (02076.HK) announced a plan to purchase a total of 341,100 Class A ordinary shares, equivalent to 170,600 American Depositary Shares, through internal resources on February 13, 2026 [1] Group 1 - The company will utilize internal resources to fund the share purchase [1] - The shares will be held in trust for eligible participants [1] - The purchase will occur in the open market according to the terms and conditions of the plan [1]

| 股份代號: | 01772 | | --- | --- | | 上市法國名稱: | 江西贛鋒鋰業集團股份有限公司 - H股 | | 日期 (日 / 月 / 年): | 16/01/2026 - 16/02/2026 | 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月10日，赣锋锂业(01772.HK)获JPMorgan Chase & Co.以每股均价58.1813港元增持好仓46.71万 股，涉资约2717.82万港元。 增持后，JPMorgan Chase & Co.最新持好仓数目为2454.642万股，持好仓比例由4.98%上升至5.08%。 | 表格序號 | 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 有關事件的日期相 | | --- | --- | --- | --- | --- | --- | --- | | | | | 股分數目 | | ( 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) k 樓 | | | | | | | 184 | 份自分比 | | | | | | | | ...

| 表格序號 | 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 有關事件的日期相 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 誕 | 原因 | 股份數目 | | | ( 請參閱上述 * 註 | 有投票權股 (日 / 月 / 年) 權 | | | | | | | | | 份百分比 | | | | | | | | | 96 | | CS20260213E00047 | 富国基金管理有限公司 | 1101(L) | | 466.000(I | HKD 182.5128 | 13,367,770(L) | 6.14(L)11/02/2026 | 增持后，富国基金管理有限公司最新持股数目为1336.777万股，持股比例由5.92%上升至6.14%。 格隆汇2月16日丨根据联交所最新权益披露资料显示，2026年2月11日，网易云音乐(09899.HK)获富国基金管理有限公司在场内以每股均价182.5128港元增持 46.6万股，涉资约8505.1万港元。 | 股份代 ...