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: 重新提交 致：香港交易及結算所有限公司 I. 法定/註冊股本變動 | 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) | 00062 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | 本月底法定/註冊股本總額： HKD 600,000,000 FF301 第 1 頁 共 10 頁 ...

Market Overview - The A-share market opened on November 6 with a slight upward trend, with the Shanghai Composite Index rising by 0.51%, the Shenzhen Component Index by 0.81%, and the ChiNext Index by 0.89% [1] - Key sectors showing gains include chemicals, electricity, and semiconductor chips, while local stocks from Fujian, short drama games, and tourism sectors experienced declines [1] Semiconductor Sector - The storage chip sector saw a significant rise at the market's opening, with Yingxin Development (000620) hitting the daily limit within a minute of trading, marking its 11th consecutive trading day of gains [3] - Other companies in the storage chip sector, such as Demingli (001309), also reached the daily limit, with additional gains seen in Aisen Co., Changguang Huaxin, and Xinxiangwei [4] Stock Performance - Notable stock performances include: - Yuanjie Technology: Current price 590.01, up 11.43% with a trading volume of 2.96 million [5] - Demingli: Current price 247.14, up 10.00% with a trading volume of 11.17 million [5] - Wensen Co.: Current price 60.51, up 9.98% with a trading volume of 5.52 million [5] Phosphate Chemical Sector - The phosphate chemical sector also experienced a surge, with Qing Shui Yuan (300437) hitting the daily limit, and Batian Co. (002170) also reaching the limit, alongside gains in Yuntianhua (600096), Chuanheng Co. (002895), and Chuanjinno (300505) [7] - Key stock performances in this sector include: - Qing Shui Yuan: Current price 12.22, up 20.04% with a trading volume of 2.887 million [8] - Batian Co.: Current price 12.42, up 10.01% with a trading volume of 5.173 million [8] Price Movements and Market Drivers - On November 5, SK Hynix announced the completion of price and quantity negotiations for HBM4 supply with NVIDIA, with prices expected to be over 50% higher than HBM3E [6] - The storage sector in the US saw significant gains, with Seagate Technology and SanDisk both rising over 10% [6] - The yellow phosphorus index increased by 4% on November 5, with a cumulative increase of over 7% in the past two weeks, driven by reduced production in wet-process phosphoric acid facilities and recovering demand for electrolyte raw materials [9]

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: 重新提交 致：香港交易及結算所有限公司 公司名稱: 載通國際控股有限公司 呈交日期: 2025年11月6日 I. 法定/註冊股本變動 | 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) | 00062 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | 本月底法定/註冊股本總額： H ...

Group 1: A-Share Market Overview - The A-share market experienced slight fluctuations, with the ChiNext Index losing and regaining the 3200-point mark, while the Sci-Tech Innovation 50 Index fiercely contested around 1400 points [1] - The overall market showed more declining stocks than advancing ones, with trading volume continuing to shrink [1] Group 2: Electric Grid Equipment Sector - The electric grid equipment sector saw significant strength, with the sector index rising nearly 3%, reaching a 10-year high since June 2015 [2] - Companies like Zhongneng Electric and Sanbian Technology hit their upper limits within minutes of trading, indicating strong market interest [2] - The growth in AI data center construction and computing infrastructure upgrades is reshaping the power equipment and grid industry, with major investments from Alibaba and Tencent expected to drive order increases [2] - The China Electricity Council forecasts a 5% year-on-year growth in total electricity consumption, reaching 10.4 trillion kilowatt-hours in 2025 [2] - Fixed asset investments by the State Grid are projected to exceed 270 billion yuan in the first half of 2025, marking an 11.7% year-on-year increase [2] - Transformer exports from China saw a significant increase of 51.42% year-on-year from January to August 2025, totaling 29.711 billion yuan [2] Group 3: Banking Sector Performance - The banking sector index surged over 2%, reaching a historical high after a three-month adjustment period [4] - Institutional investors, including insurance and QFII, significantly increased their holdings in bank stocks during the third quarter, with a total increase of 8.36 billion shares [4] - Notable increases in holdings were observed in banks like Postal Savings Bank and Nanjing Bank, with QFII holding substantial market values in several banks [4] - Citigroup indicated that covered Chinese banks' third-quarter performance met expectations, with a positive outlook for the fourth quarter of 2025 and the first quarter of the following year [4] - Huatai Securities anticipates a stabilization of interest margins for listed banks by 2026, with a recovery in intermediate business income [4]

致：香港交易及結算所有限公司 公司名稱: 載通國際控股有限公司 呈交日期: 2025年11月3日 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 I. 法定/註冊股本變動 | 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) | 00062 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 600,000,000 | HKD | | | 1 HKD | | 600,000,000 | 本月底法定/註冊股本總額： HK ...

Group 1 - The A-share market showed strong fluctuations with the Shanghai Composite Index down 0.44% and the ChiNext Index down 0.89% as of the morning close [1] - The technology sector saw significant gains, with leading stocks like Tianfu Communication rising nearly 10% and Zhongji Xuchuang increasing nearly 4%, reaching historical highs [1] - Over 30 stocks hit the daily limit up, with Yingxin Development (000620) experiencing a massive surge due to a sudden positive announcement [1][2] Group 2 - Yingxin Development announced a cash acquisition of 81.8091% of Changxing Semiconductor, which specializes in memory chip packaging and testing, leading to a 10.1% increase in its stock price [2] - Changxing Semiconductor has a strong technological foundation with 76 valid patents and is recognized as a national high-tech enterprise [2] - The stock of Yingxin Development reached a price of 2.18 yuan per share, with a trading volume exceeding 318 million shares [2] Group 3 - The optical module index has been rebounding, with Zhongji Xuchuang's stock price hitting a historical high and its market capitalization surpassing 500 billion yuan [3] - Despite a general pullback in A-share technology assets, the fundamentals in high-growth areas like PCB, AI chips, and storage remain strong, suggesting continued investment opportunities [3] - The AI industry has seen a phase of adjustment, but major companies are accelerating product updates, which is expected to create new application scenarios and investment opportunities in upstream sectors [3] Group 4 - Over 60 technology stocks have seen a price decline of over 20% since their September highs, with significant representation in AI, new energy, pharmaceuticals, and robotics sectors [4] - Some stocks, like Yifang Bio, have experienced a substantial pullback of nearly 39%, despite having over 110% gains year-to-date [4] - Certain stocks, such as Transsion Holdings and Runze Technology, have seen their prices decline despite overall market trends [4]

Core Viewpoint - Yingxin Development plans to acquire 81.8091% of Guangdong Changxing Semiconductor Technology Co., Ltd, aiming to strengthen its strategic layout in the "cultural tourism + technology" sector [4][5]. Group 1: Acquisition Details - Yingxin Development signed a share acquisition intention agreement with Guangdong Changxing Information Management Consulting Co., Ltd and Zhang Zhiqiang to acquire the majority stake in Changxing Semiconductor [4]. - The transaction is expected to enhance Yingxin Development's overall competitiveness and integrate its traditional business with emerging industries [5]. Group 2: Company Background - Changxing Semiconductor, established in November 2012, specializes in memory chip packaging, testing, and manufacturing, holding 76 valid patents, including 22 invention patents [5]. - The company is recognized as a national high-tech enterprise and a "little giant" enterprise in Guangdong province [5]. Group 3: Financial Performance - Yingxin Development has faced declining financial performance, with a revenue of 3.043 billion yuan in 2024, down 21.47% year-on-year, and a net profit of -533 million yuan [7]. - In the first half of 2025, the company reported a revenue of 772 million yuan, a significant decline of 50.97% year-on-year, with a net profit of -161 million yuan [7]. Group 4: Stock Performance - Yingxin Development's stock price has seen a recent surge, with a 20.73% increase this week, including two consecutive trading days of price limits [8]. - Despite the recent gains, the stock has declined 9.59% year-to-date, closing at 1.98 yuan per share with a market capitalization of 11.6 billion yuan as of October 21 [8].

Core Viewpoint - Yingxin Development plans to acquire 81.8091% of Guangdong Changxing Semiconductor Technology Co., Ltd. to enhance its business capabilities and align with its "cultural tourism + technology" strategy [1][6]. Group 1: Acquisition Details - The company signed a share acquisition intention agreement with Changxing Information Management Consulting Co., Ltd. and Zhang Zhiqiang, intending to pay cash for the acquisition [1]. - The acquisition aligns with the company's strategic focus on upgrading traditional businesses and entering emerging industries, particularly in high technology [6]. Group 2: Company Background - Changxing Semiconductor, established in 2012, specializes in memory chip packaging, testing, and manufacturing, holding 76 valid patents, including 22 invention patents [4]. - Yingxin Development operates in various sectors, including cultural tourism, real estate, and property services, and is recognized as a comprehensive cultural tourism enterprise in China [4]. Group 3: Financial Performance - In the first half of the year, Yingxin Development reported a revenue of 772 million yuan, a decrease of 50.97% year-on-year, with a net profit attributable to shareholders of -161 million yuan [5]. - The company aims to transform from a traditional real estate developer to an operator of a national strategic innovation platform, focusing on artificial intelligence, semiconductors, and health industries [5]. Group 4: Market Reaction - Yingxin Development's stock has shown strong performance, achieving a limit-up for two consecutive trading days [7].

该信息由智通财经网提供 智通财经APP讯，载通(00062)发布公告，于2025年10月21日，根据截至2025年6月30日止6个月的中期股 息的以股代息计划发行834.07万股代息股份。 ...

载通(00062)发布公告，于2025年10月21日，根据截至2025年6月30日止6个月的中期股息的以股代息计 划发行834.07万股代息股份。 ...