Market Overview - The Hong Kong stock market showed a significant recovery on November 24, with all three major indices ending a streak of declines[9] - Large tech stocks performed strongly, with Kuaishou rising over 7%, and NetEase and Bilibili increasing over 5%[9] - The Hang Seng Tech Index closed at 5,546, up 2.78% for the day and 24.11% year-to-date[3] Sector Performance - Innovative pharmaceuticals and outsourcing concepts saw notable gains, with companies like Innovent Biologics rising over 6%[9] - Military stocks also performed well, with China Shipbuilding Defense up over 13%[9] - Oil stocks were weak, with China National Offshore Oil Corporation and China Oilfield Services both declining over 1%[9] U.S. Market Insights - On the same day, U.S. markets saw all three major indices close higher, driven by increased bets on a Federal Reserve rate cut[9] - The "Magnificent Seven" tech stocks, including Google and Nvidia, all rose, with Google gaining over 6%[9] - The S&P 500 index is projected to achieve double-digit annual growth according to HSBC strategists[14] Economic Indicators - The Federal Reserve is expected to cut rates in December, with market predictions showing a 70% probability[14] - The U.S. economy's third-quarter GDP report has been delayed due to a government shutdown, affecting economic analysis[14] Investment Trends - The Nasdaq Golden Dragon China Index rose by 2.82%, indicating a positive trend for Chinese concept stocks[13] - Significant inflows into semiconductor stocks were noted, with companies like Broadcom surging 11%[13]

军工股继续走高，截至发稿，中船防务（600685）(00317)涨6.6%，报15.82港元；中航科工(02357)涨 4.8%，报3.93港元；航天控股(00031)涨1.96%，报0.52港元。 申万宏源发布研报称，随着全球地缘政治不确定性增加，全球军贸需求不断扩大，国际军贸市场发生新 的格局变化。而随着产品迭代加快且体系能力强化，我国产品性能和供给能力获得高度认可，中国潜在 需求明显扩大，中东、亚洲等市场订单催化不断，所以预计我国军贸的需求与供给将会持续强烈共振， 从而造就中国军贸未来大格局。 消息面上，2025迪拜国际航空展上，中国展团亮点频出，挂载霹雳导弹的歼-10CE、歼-35A、运-20，以 及阿联酋空军装备的L-15教练机和多款翼龙、旋戈系列无人机等装备悉数亮相。中国C919大飞机首次 在中东亮相，航天飞鹏50架无人运输机订单落定迪拜。兴业证券指出，迪拜航展盛大召开，防务观察迎 新窗口。 ...

智通财经APP获悉，军工股继续走高，截至发稿，中船防务(00317)涨6.6%，报15.82港元；中航科工 (02357)涨4.8%，报3.93港元；航天控股(00031)涨1.96%，报0.52港元。 申万宏源发布研报称，随着全球地缘政治不确定性增加，全球军贸需求不断扩大，国际军贸市场发生新 的格局变化。而随着产品迭代加快且体系能力强化，我国产品性能和供给能力获得高度认可，中国潜在 需求明显扩大，中东、亚洲等市场订单催化不断，所以预计我国军贸的需求与供给将会持续强烈共振， 从而造就中国军贸未来大格局。 消息面上，2025迪拜国际航空展上，中国展团亮点频出，挂载霹雳导弹的歼-10CE、歼-35A、运-20，以 及阿联酋空军装备的L-15教练机和多款翼龙、旋戈系列无人机等装备悉数亮相。中国C919大飞机首次 在中东亮相，航天飞鹏50架无人运输机订单落定迪拜。兴业证券指出，迪拜航展盛大召开，防务观察迎 新窗口。 ...

每经AI快讯，港股军工股继续走高，截至发稿，中船防务(00317.HK)涨6.6%，报15.82港元；中航科工 (02357.HK)涨4.8%，报3.93港元；航天控股(00031.HK)涨1.96%，报0.52港元。 （文章来源：每日经济新闻） ...

第 1 頁 共 10 頁 v 1.1.1 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國航天國際控股有限公司 呈交日期: 2025年10月31日 I. 法定/註冊股本變動 不適用 FF301 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00031 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 3,085,021,882 | | 0 | | 3,085,021,882 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 3,085,021,882 | | 0 | | 3,085, ...

Core Points - Aerospace Holdings (00031) announced that it received a notification from Hangke Semiconductor regarding a settlement agreement with the applicants, including CodeJet (Suzhou) Technology Co., Ltd. and Intermec Technologies (S) Pte Ltd [1] Group 1 - Hangke Semiconductor will pay USD 1.3154 million to Intermec within 5 working days after the settlement agreement takes effect to repurchase chips under the main supply agreement [1] - CodeJet (Suzhou) will pay USD 398,900 to Hangke Semiconductor for inventory and materials used in manufacturing under the main supply agreement within 5 working days after the settlement agreement takes effect [1] - CodeJet (Suzhou) will also pay USD 816,500 to Hangke Semiconductor within 5 working days after the settlement agreement takes effect [1] Group 2 - CodeJet (Suzhou) commits to place and fulfill certain order amounts with Hangke Semiconductor for 6 years starting from January 1, 2026, under specific ordering conditions, while Hangke Semiconductor will provide rebates to CodeJet (Suzhou) in future business [1] - Upon proper payment by both Hangke Semiconductor and CodeJet (Suzhou), all parties will withdraw their arbitration requests within 3 working days after the last payment [2] - Both Hangke Semiconductor and the applicants will bear their own arbitration costs, including legal fees and fees paid to the arbitration committee, shared equally among the parties [2]

Core Viewpoint - Aerospace Holdings (00031) announced that its subsidiary, Aerospace Semiconductor, has reached a settlement agreement with the applicants, including CodeJet (Suzhou) Technology Co., Ltd. and Intermec Technologies (S) Pte Ltd, regarding arbitration matters [1][2] Summary by Sections Settlement Agreement Details - Aerospace Semiconductor will pay USD 1.3154 million to Intermec within five working days after the settlement agreement takes effect to repurchase chips under the main supply agreement [1] - CodeJet (Suzhou) will pay USD 398,900 to Aerospace Semiconductor for inventory and materials used in manufacturing under the main supply agreement within five working days after the agreement takes effect [1] - CodeJet (Suzhou) will also pay USD 816,500 to Aerospace Semiconductor within five working days after the agreement takes effect [1] Future Commitments - CodeJet (Suzhou) commits to placing and fulfilling certain order amounts with Aerospace Semiconductor for six years starting from January 1, 2026, under specific ordering conditions, while Aerospace Semiconductor will provide rebates to CodeJet (Suzhou) in future business dealings [1] Arbitration Withdrawal - Upon proper payment by both Aerospace Semiconductor and CodeJet (Suzhou) as per the first three points, all parties will withdraw their respective claims and counterclaims in the arbitration within three working days after the last payment [2] - All obligations or liabilities related to quality disputes between Aerospace Semiconductor and the applicants will be mutually waived and permanently released [2] Cost Responsibilities - Each party will bear its own costs and expenses incurred during the arbitration, including legal fees and fees paid to the arbitration committee, which will be shared equally among the parties involved [2]

香 港 交 易 及 結 算 所 有 限 公 司 以 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 之 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 就 因 本 公 告 全 部 或 任 何 部 分 內 容 而 產 生 或 因 依 賴 該 等 內 容 而 引 致 之 任 何 損 失 承 擔 任 何 責 任 。 和 解 協 議 本 公 司 收 到 航 科 半 導 體 的 通 知 ， 航科半導體已於 2025年 10月 2日 與 申 請 人 碼 捷 （ 蘇 州 ） 科 技 有 限 公 司 （「 碼捷蘇州 」） 及 其 相 關 方 ， Intermec Technologies (S) Pte Ltd（「 易 騰 邁 」）（ 統 稱 「 各 申 請 人 」） 訂 立 關於仲裁 和 解 的 和 解 協 議 （「 和 解 協 議 」）， 和 解 協 議 的 主 要 條 款 概 述 如 下 ： - 1 - 1. 航 科 半 導 體 在 和 解 協 議 生 效 日 （「 生 效 日 」） 後 的 5個 工 作 日 內 ， 向 易 騰 邁 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國航天國際控股有限公司 呈交日期: 2025年9月30日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00031 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 3,085,021,882 | | 0 | | 3,085,021,882 | | 增加 / 減少 (-) | | | 0 | | 0 | | | | 本月底結存 | | | 3,085,021,882 | | 0 | | 3,085,02 ...

CHINA AEROSPACE INTERNATIONAL HOLDINGS LIMITED 中國航天國際控股有限公司 26 September 2025 Dear Non-registered Shareholder (Note 1) , China Aerospace International Holdings Limited (the "Company") Notice of Publication of 2025 Interim Report The English and Chinese versions of the 2025 Interim Report of the Company (the "Interim Report") are now available on the Company's website at www.casil-group.com and the Hong Kong Exchanges and Clearing Limited's website at www.hkexnews.hk. If you wish to receive the printed versi ...