Core Viewpoint - China Coal Energy (601898) reported a decrease in both coal production and sales for January 2026, indicating potential challenges in the coal market [1] Group 1: Production and Sales Data - The company's coal production for January 2026 was 10.29 million tons, representing a year-on-year decrease of 10.4% [1] - The total coal sales amounted to 20.05 million tons, which is a year-on-year decrease of 7.3% [1] - Self-produced coal sales reached 10.57 million tons, showing a slight year-on-year increase of 1.7% [1]

Market Overview - The Hong Kong stock market declined today, influenced by technology stocks, with the Hang Seng Index stopping its three-day rise and barely holding above the 27,000 mark. The index closed down 0.86% or 233.84 points at 27,032.54, with a total turnover of HKD 238.7 billion. The Hang Seng China Enterprises Index fell 1% to 9,175.18, and the Hang Seng Tech Index dropped 1.65% to 5,408.98 [1] Blue Chip Performance - Zijin Mining (601899) (02899) led blue-chip gains, rising 3.45% to HKD 45.02 with a turnover of HKD 4.993 billion, contributing 14.47 points to the Hang Seng Index. Citigroup raised its target price for Zijin's A-shares and H-shares by over 30% due to increased gold and lithium price forecasts and higher gold sales. The target price for Zijin's H-shares was raised from HKD 39 to HKD 51.8, a 32.8% increase [2] - Other notable blue-chip movements included WuXi AppTec (603259) (02359) up 2.91% to HKD 127.5, contributing 2.69 points; Sun Hung Kai Properties (00016) up 2.85% to HKD 133.5, contributing 8.63 points; while Budweiser APAC (01876) fell 5.21% to HKD 7.83, dragging down the index by 1.42 points [2] Sector Highlights - Technology stocks dragged the market lower, with Tencent down over 2% and Alibaba nearly 1%. However, several major companies launched new models, with Zhizhu's flagship model GLM-5 seeing a price increase and its stock rising over 40% to a new high. MINIMAX also rose over 14% [3] - The chip sector saw significant gains, with domestic GPU leader Tianzuo Zhixin and storage chip leader Zhaoyi Innovation both rising over 20%. Optical communication concepts rebounded, with Yangtze Optical Fibre (601869) benefiting from rising fiber prices, increasing over 12% [4] Notable Stock Movements - Zhongyuan Shipping (600026) (01138) surged 8.61% to HKD 17.6, driven by heightened shipping rates due to geopolitical tensions and increased demand for oil transportation [8] - China National Heavy Duty Truck (000951) (03808) reached a new high, rising 5.58% to HKD 42.38, with January heavy truck exports exceeding 16,000 units, marking a historical high [9] - Rebio Biotech (06938) also performed well, increasing 5.26% to HKD 74.05 after announcing a global exclusive licensing agreement with Madrigal Pharmaceuticals for innovative siRNA therapies [9] Company-Specific News - Budweiser APAC reported a revenue of USD 5.764 billion for the year ending December 31, 2025, a decrease of 7.7% year-on-year, with net profit attributable to shareholders down 32.6% to USD 489 million. The company also reported a loss of USD 105 million in the last quarter, compared to a loss of USD 16 million in the same period last year [10]

本集团取得2026财政年度第三季度经营租赁项下投资物业的整体租金收入680万港元，与去年同期相 似。于2025年10月租出该办公单位后，香港投资物业于2026财政年度第三季度取得租金收入。相比之 下，该单位于2025财政年度第三季度空置。该正面影响部分被日本投资物业以港元计算的租金收入减少 所抵销，此乃由于期内日圆兑港元贬值所致。 智通财经APP讯，浩德控股(08149)发布公告，于2026财政年度第三季度，本集团取得企业融资、资产管 理及其他咨询服务收入550万港元，较去年同期减少6.3%。企业融资及其他咨询服务收入乃于已根据服 务协议条款提供相关服务及╱或完成相关重大行动从而达成协定的账单里程碑时确认。因此，各期间的 收入可能因应该期间内达成的账单里程碑而波动。 于2026财政年度第三季度，日本物业组合的出租率(以租金收入计)为93.7%(去年同期：93.1%)。 ...

在发现该事件后，本集团立即采取措施查明可能存在的未经授权访问点，并采取适当行动切断其与本集 团服务器的连接。自调查开始以来，本集团已实施额外的网路安全措施，包括但不限于准备升级防火 墙、建立专用跳转服务器以进一步限制服务器访问、禁用防火墙管理服务的外部功能及尽量减少远程网 站的存取权限以防止跨网站连接。本集团亦根据网路安全顾问的建议采取其他额外的安全措施，以防止 类似攻击事件的发生，并与其资讯遭受该事件影响的客户保持联络。 巨腾国际(03336)发布公告，本集团已委聘网路安全顾问对该事件展开调查。根据调查，在进行评估的 六台主机中，有四台未经授权访问，在若干受影响的主机上发现与第三方同步及外部传输工具相关的痕 迹。根据本集团的内部调查，相关暗网帖文披露的资讯包括本集团客户提供的若干过往业务档案及本集 团内部档案，而该等资讯并不构成本公司未披露的内幕消息。 ...

Core Viewpoint - The company has announced a partnership with the French high-end home fragrance brand CARRIERE FRERES, effective from February 1, 2026, granting exclusive distribution and sales rights in mainland China, Hong Kong, and Macau [1] Group 1: Partnership Details - The partnership allows the company to implement a customized market entry and expansion plan for CARRIERE FRERES products [1] - This collaboration aims to enhance the company's presence in the high-end home fragrance market by leveraging complementary resources and synergies [1] Group 2: Market Impact - The partnership is expected to optimize the distribution network's coverage and product variety, thereby improving the company's market positioning and share in the home fragrance sector in China [1] - The introduction of the new brand's products and brand value is anticipated to create new revenue growth points for the company, reinforcing its competitive advantage in the high-end home fragrance distribution field [1]

浩德控股(08149)发布公告，于2026财政年度第三季度，本集团取得企业融资、资产管理及其他咨询服 务收入550万港元，较去年同期减少6.3%。企业融资及其他咨询服务收入乃于已根据服务协议条款提供 相关服务及╱或完成相关重大行动从而达成协定的账单里程碑时确认。因此，各期间的收入可能因应该 期间内达成的账单里程碑而波动。 于2026财政年度第三季度，日本物业组合的出租率(以租金收入计)为93.7%(去年同期：93.1%)。 本集团取得2026财政年度第三季度经营租赁项下投资物业的整体租金收入680万港元，与去年同期相 似。于2025年10月租出该办公单位后，香港投资物业于2026财政年度第三季度取得租金收入。相比之 下，该单位于2025财政年度第三季度空置。该正面影响部分被日本投资物业以港元计算的租金收入减少 所抵销，此乃由于期内日圆兑港元贬值所致。 ...

华润置地(01109)发布公告，截至20261月31日止1个月，公司及其附属公司实现总合同销售额约人民币 116.5亿元，总合同销售建筑面积约36.8万平方米，分别按年增长0.4%及减少24.6%。 20261月，集团经常性收入约人民币45.1亿元，按年增长8.7%，其中，经营性不动产业务租金收入约人 民币31.1亿元，按年增长13.7%。 ...

Core Viewpoint - LeMo Technology (02539) has announced a joint venture agreement with Shanghai Cat One Meeting to establish a joint entity focused on providing machine massage services in office spaces [1] Group 1: Joint Venture Details - The joint venture will involve an investment of RMB 8 million from LeMo Technology and RMB 2 million from Shanghai Cat One Meeting, representing 80% and 20% of the registered capital respectively [1] - The newly formed entity will become a non-wholly owned subsidiary of LeMo Technology [1] Group 2: Strategic Intent - The company is actively exploring new market opportunities in the massage service sector and aims to leverage the expertise of its Executive Director and Technical Director, Mr. Chen Xing, in core massage chair technology, IoT platforms, and operating systems [1] - The establishment of the joint venture is intended to create synergies in product development and market expansion, particularly in the customized technology adjustments and precision operations required for mechanical massage services in office environments [1] - The agreement aligns Mr. Chen's incentives with the success of the joint venture, ensuring his full commitment to contributing to the overall performance of the group [1]

公司董事会主席兼总裁白鹏博士对2025年第四季度及全年业绩评论道："华虹半导体2025年第四季度销 售收入再创历史新高，达6.599亿美元，单季度毛利率为13.0%，均符合指引预期。2025年全年，公司实 现销售收入24.021亿美元，毛利率为11.8%，同比均实现增长并符合管理层预期。在全球半导体市场受 AI及其相关产品需求拉动、国内消费类需求回暖的背景下，公司产能维持高位运行，全年平均产能利 用率为106.1%，处于晶圆代工企业领先水準。" 白总继续表示："通过优化产品组合及降本增效，公司各特色工艺平台均表现强劲，尤其是独立式闪存 和电源管理平台，有力支撑了公司业绩增长与利润率上升。2025年度，公司继续推进扩大产能的战略规 划，无锡第二条12英寸产线(FAB9)一阶段产能建设超预期完成，上海12英寸制造基地(FAB5)收购事项 有序推进。展望未来，公司将通过创新和快速迭代，持续高度聚焦于打造世界级特色工艺技术平台，并 深化与国内外战略客户的合作。我们有信心在全球半导体产业变局中把握增长机遇，力争达到股东的长 期期许。" 此外，预计2026年第一季度销售收入约在6.5亿美元至6.6亿美元之间，预计毛利率约 ...

吉利汽车(00175)发布公告，于2026年2月12日，该公司斥资2792.75万港元回购165.6万股。 ...