格隆汇勾股大数据显示，上一交易日卓越教育集团(03978)、中国太保(02601)、维亚生物(01873)、天津 发展(00882)、栢能集团(01263)、中化化肥(00297)、国际资源(01051)、金利来集团(00533)、惠理集团 (00806)、招商证券(06099)、弘业期货(03678)、途虎-W(09690)、中信建投证券(06066)、力量发展 (01277)、顺丰同城(09699)、吉利汽车-R(80175)、读书郎(02385)、基石药业-B(02616)、首钢资源 (00639)、GHW INTL(09933)、冠轈控股(01872)、嘉里建设(00683)、中煤能源(01898)、鹰君(00041)、科 济药业-B(02171)、保利置业集团(00119)、美丽田园医疗健康(02373)、百度集团-SW(09888)、京东方精 电(00710)、卡罗特(02549)、新特能源(01799)、百威亚太(01876)、丽珠医药(01513)、应星控股-二千五 (01440)、理想汽车-W(02015)、超盈国际控股(02111)、石四药集团(02005)、申万宏源香港(00218)、中 ...

【重大事项】 晋安实业(02292)获控股股东溢价约30%提私有化 5月12日复牌 晶泰控股(02228)拟2.5亿元收购上海四维医学90%的股权，打造人工智能赋能的远程心电诊断平台 中国投融资(01226)：股价不寻常变动，公司现正与MCHKI联络，探讨若干潜在企业活动 丘钛科技(01478)4月摄像头模组销售数量合计3322.9万件，环比增加8.4%，同比减少20.1% 石药集团(01093)：SYH2046片获美国临床试验批准 复星医药(02196)附属菌济健康获美国 FDA 药品临床试验批准 荣昌生物(09995)：爱地希®用于治疗HER2阳性且存在肝转移的晚期乳腺癌在中国获批上市 丽珠医药(01513)：注射用阿立哌唑微球获批上市 加科思-B(01167)：SHP2抑制剂SITNEPROTAFIB联用研究数据发表于学术期刊 翰森制药(03692)：阿美乐®(甲磺酸阿美替尼片)第四项适应症获国家药品监督管理局签发药品注册证书 中达集团控股(00139)投资的GIBO于纳斯达克成功上市 【回购/增减持】 中国宏桥(01378)5月9日斥资2.73亿港元回购1966.7万股 友邦保险(01299)5月9日 ...

根据中达集团控股公告，公司将于5月12日召开董事会会议，审议派发特别股息事宜。根据市场人士分 析，此轮特别股息或与GIBO成功登陆纳斯达克市场存在密切关联。如果未来中达集团控股出售GIBO股 票，巨额投资收益有望通过特别股息直接回馈公司投资者。从短期来看，GIBO后续股价表现及中达集 团控股特别股息公告落地，无疑是公司最值的关注的两件大事。但无论如何，GIBO成功上市后股价突 破400亿港元，已经明显超出此前市场的预期，中达集团控股的AI战略转型也基本得到市场认可。在层 出不穷的利好刺激下，市场人士普遍对公司未来发展持有乐观态度。 虽然股价历经大涨中达集团控股市值已突破10亿港元关口，但市场显然还是低估了GIBO上市的重磅利 好。2025年5月9日GIBO正式登陆纳斯达克，当日收盘市值高达51.48亿美元，按照最新汇率估算约 400.45亿港元。10亿市值的中达集团控股投中了400亿市值的GIBO，这一结果令人难以置信，巨额投资 收益有望进一步引爆市场情绪。 GIBO有望成为AI娱乐领域最大的SPAC上市案例，后续或将引发市场持续关注。根据公开资料显示， GIBO Holdings Ltd是亚洲最大的AI动画 ...

证券研究报告 | 公司研究报告 金融 | 投行与证券经纪 | 恒生指数 | 22,867.74 | | --- | --- | | 恒生科技指数 | 5,180.25 | | 纳斯达克综合指 | 17,928.92 | | 标普 指数 500 | 5,659.91 | | 基本数据 | | | 收盘价（港元） | 0.052 | | 52 周最高/最低(港元) | 0.058/0.011 | 总市值（亿港元） 10.65 流通市值（亿港元） 10.65 股价相对走势 涨跌幅% 1m 3m 12m 绝对表现 44.44 271.43 108.00 相对表现 30.83 244.86 88.37 TMT 首席分析师 Chan Kwok Keung SFC 持牌号：BUL892 winson.chan@usmarthk.com 事件点评 中达集团控股(0139.HK) 2025 年05 月10日 中达集团控股深化 AIGC 赛道布局，战略投资 GIBO 迎来关键催化剂 | 证券分析师 | | --- | | 首席分析师 TMT | | Chan Kwok Keung | | SFC 持牌号：BUL892 | | w ...

智通财经APP讯，中达集团控股(00139)发布公告，集团持有GIBO不高于5%的股权。GIBO的相关普通 股预计将于2025年5月9日在纳斯达克股票市场开始买卖。 GIBO成立的目标是透过人工智能(AI)变革内容创作及消费方式，目前已发展成为独一无二的综合AIGC 动画流媒体平台，为观看者及创作者提供多种功能，服务于亚洲广大年轻群体，供其创作、发布、分享 并欣赏AI生成的动画视频内容。 截至2024年6月30日，GIBO拥有约7200万名注册用户，其中包括来自印度尼西亚、菲律宾、越南、泰 国、缅甸、马来西亚、韩国、日本、中国台湾、孟加拉、印度、柬埔寨、中国香港、新加坡及老挝的亚 洲15个国家或地区的约6.1万名内容创作者。截至同日，自2023年9月平台上线以来，GIBO的平均每月 活跃用户约为2760万人。透过GIBO，年轻人可创作AI生成的内容，发掘自身喜爱的事物，并与其他用 户互动交流。GIBO的技术平台支撑GIBO.ai网站，该网站展示AI生成的动画视频内容，并提供一种高 效、互动且易于使用的方式以创作及分享线上漫画内容。GIBO.ai让内容创作者能够自动化处理任务、 创建个性化音讯及图像、获取针对彼 ...

智通财经APP获悉，截止5月8日收盘，有37只股票创52周新高，其中优矩控股(01948)、中达集团控股 (00139)、中环新能源(01735)创高率位于前3位，分别为265.94%、18.60%、17.44%。 52周新低排行 | 股票名称 | 收盘价 | 最低价 | | 创低率 | | --- | --- | --- | --- | --- | | 景业名邦集团(02231) | 0.210 | 0.204 | -15.00% | | | 鹰美(02368) | 3.250 | 2.800 | -13.58% | | | ＸＩ二南英伟－Ｕ | 7.575 | 7.575 | -12.58% | | | (09388) | | | | | | CMON(01792) | 0.016 | 0.015 | -11.76% | | | ＸＩ二南英伟(07388) | 59.140 | 58.600 | -9.12% | | | 汇财金融投资(08018) | 0.033 | 0.031 | -8.82% | | | 易纬集团(03893) | 0.098 | 0.093 | -8.82% | | | 骏东控股( ...

Financial Performance - The Group recorded a revenue of approximately HK$75.7 million for the year ended 31 December 2024, a decrease of 16.5% compared to HK$90.2 million for the year ended 31 December 2023[12]. - The loss before tax for the year was approximately HK$83.2 million, an improvement from a loss of approximately HK$133.8 million for the year ended 31 December 2023[12]. - The net loss after income tax for the year was approximately HK$83.2 million, compared to a net loss of approximately HK$133.9 million in the previous year[13]. - Basic loss per share attributable to owners of the Company for the year was approximately HK$0.49 cent, improved from a loss of approximately HK$0.80 cent in the previous year[13]. - The Group recorded a net other comprehensive gain of approximately HK$1.6 million for the year, compared to a loss of HK$221.7 million the previous year[97]. - The Group's loss for the year was HK$83,163,000, compared to a loss of HK$133,851,000 in the previous year, showing an improvement of 37.8%[141]. Revenue Sources - Revenue from Debt Capital Market (DCM) services was approximately HK$5.5 million, down from HK$39.5 million in the previous year, reflecting a significant decline due to a challenging operating environment[12]. - Commission income from securities dealing was approximately HK$5.5 million, slightly up from HK$5.3 million in the previous year, while interest income from securities margin increased significantly to approximately HK$25.1 million from HK$9.2 million[23]. - Interest income from money lending business was approximately HK$30.1 million, while interest income from securities margin was approximately HK$25.1 million[96]. Economic Outlook - The Hong Kong economy is expected to maintain growth momentum, with GDP growth for the year at 2.5%, following a contraction of 3.2% in 2023[14]. - Hong Kong's economy is expected to face slower growth due to challenges from China's economic slowdown and high interest rates[90]. Asset Management - As of December 31, 2024, assets under management reached approximately US$210.2 million, down from US$234.3 million as of December 31, 2023[33]. - The Group's net asset value as of December 31, 2024, was approximately HK$733.1 million, down from HK$776.7 million as of December 31, 2023[97]. - The total assets of the Group as of December 31, 2024, were HK$1,027,697,000, a slight decrease from HK$1,040,024,000 in 2023[143]. - Total liabilities increased to HK$294,570,000 in 2024 from HK$263,340,000 in 2023, reflecting a rise of 11.67%[143]. - The net assets of the Group decreased to HK$733,127,000 in 2024 from HK$776,684,000 in 2023, indicating a decline of 5.58%[143]. Loan Portfolio - The Group has 11 outstanding loans to individual customers totaling approximately HK$406,911,400, with interest rates ranging from 5% to 7%[43]. - There are 6 outstanding loans to corporate customers totaling approximately HK$144,700,000, with an interest rate of 7%[43]. - The total gross loan receivable amounted to approximately HK$521.0 million, an increase from HK$438.6 million as of December 31, 2023[88]. - The Group's five largest loan receivables accounted for approximately HK$330.9 million or 63.5% of total loan receivables, down from 75.7% in the previous year[88]. - Interest income from the money lending business during the year was approximately HK$30.1 million[88]. - The Group recognized expected credit loss allowances (ECLs) on loan receivables amounting to approximately HK$20.6 million, a significant increase from HK$0.1 million in the previous year[89]. Credit Policy and Risk Management - The Group will maintain a prudent credit policy and risk management approach to achieve a sustainable business environment[23]. - The company has established a Credit Committee to oversee credit policies and procedures[57]. - Credit assessments include verification of identity, financial situation, and repayment capabilities[59]. - For significant lending transactions (5% or more of total assets), a detailed credit review is conducted[60]. - The company considers factors such as borrower credibility and loan amount when determining loan terms[66]. - All existing customers are either business contacts or referrals from executive Directors to minimize default risks[67]. Strategic Initiatives - The Group aims to diversify investment portfolios in response to market opportunities, focusing on fixed income instruments and offshore US dollar-denominated bonds issued by Chinese institutions[32]. - The Group plans to focus future investments on shares in leading global AI companies, indicating a strategic shift towards technology-related sectors[91]. - The Group will actively seek opportunities for business expansion despite the challenging external environment[91]. Acquisitions - The acquisition of Target Company 1 was agreed for a total consideration of HK$60 million, representing 100% of its issued share capital, and is expected to be completed by 31 March 2025[113][118]. - The acquisition of Target Company 2 was agreed for a total consideration of HK$60 million, representing 51% of its issued share capital, and is expected to be completed by 31 March 2025[119][121]. - The financial results of Target Company 1 will be consolidated with the Group for the year ending 31 December 2025 following its acquisition completion[119]. - The financial results of Target Company 2 will also be consolidated with the Group for the year ending 31 December 2025 following its acquisition completion[121]. Share Options and Capital Structure - The 2013 Share Option Scheme was terminated on June 8, 2023, with no further options to be granted under it[176]. - A new 2023 Share Option Scheme was adopted on June 8, 2023, to provide incentives to eligible participants[177]. - As of January 1, 2024, there were 157,595,046 options available for grant under the 2023 Share Option Scheme[178]. - The total number of shares that may be issued upon exercise of all share options under the scheme must not exceed 1,723,404,550 shares[179]. - As of December 31, 2024, the number of share options available for grant under the 2023 Share Option Scheme was nil[180]. - The total number of share options outstanding is 3,193,830,000, with 1,880,999,596 granted during the year[184]. - The weighted average exercise price of options granted in 2023 is HK$0.027, with a total of 1,182,990,000 options remaining unexercised[184]. - The total number of share options exercised during the year is 524,499,596, with 159,600,000 lapsing[184]. - The company has set performance targets for grantees of share options, which must be met for options to vest[185]. Corporate Governance - No directors or chief executives had any interests or short positions in the shares or underlying shares of the Company as of December 31, 2024, except as disclosed[191]. - There were no rights granted to directors or their family members to acquire shares or debentures of the Company during the year[193]. - The issued share capital of Golden Horse Hong Kong Investment Limited was wholly owned by Future World Holdings Limited, which is deemed to be interested in the shares[198].

在GIBO上市背后，中达集团控股(00139.HK)不仅是GIBO的投资者，还与GIBO开展深度业务合作，中 达集团控股可能将成为GIBO上市的最大受益者之一。 中达集团控股近年向人工智能赛道全面转型，已日渐成为港股AI赛道不可忽视的新兴力量。在GIBO的 发展进程中，中达集团控股不仅持有其股份，更深度参与其媒体关系管理与内容生态建设，成为GIBO 全球化战略的重要推手。 随着GIBO上市进程的推进以及未来市值的增长，中达集团控股(00139.HK)持有的GIBO股份价值或将大 幅提升，为中达集团控股带来丰厚的资本增值收益。这不仅将显著增强中达集团控股的财务表现，提升 其资产质量，还将进一步增强其在科技投资领域的影响力与竞争力，助力其在科技革命的浪潮中抢占先 机，实现更长远的发展。 大涨374%！微牛上市后的表现让市场震惊。 4月11日，微牛以DE-SPEC模式在纳斯达克上市，上市首日，微牛股价涨超10%至每股13.25美元。上市 第二个交易日，微牛盘中一度涨超500%，并多次触发熔断，最终收涨374.7%，总市值296亿美元。 与微牛同期启动DE-SPEC模式上市的马来西亚AI公司GIBO，也即将在近日正式 ...

本报讯 （记者矫月）近日，Bukit Jalil Global Acquisition 1 Ltd.（NASDAQ：BUJA）发布公告，宣布与全球领先的AIGC动 画流媒体平台GIBO Holdings Limited的业务合并进入最终阶段，预计4月7日前后将完成合并。根据此前信息，合并后的公司将 在纳斯达克挂牌上市，估值达82.8亿美元。这一进展不仅标志着GIBO正式迈向资本市场，更折射出其战略合作伙伴——中达集 团控股有限公司（以下简称："中达集团控股"，00139.HK）在AI领域的深度布局与投资远见。 除GIBO外，中达集团控股已布局英伟达、特斯拉等科技巨头，并计划在AI领域进一步扩大投资。其2024年业绩公告明确 表示，未来将聚焦AI技术及相关领域，捕捉行业升级红利。市场人士分析，随着GIBO估值的逐步兑现，中达集团控股的股权 投资业务有望成为业绩增长的核心引擎。 值得关注的是，中达集团控股近期宣布将于4月9日召开董事会审议特别股息方案。这一举措既彰显了公司财务稳健性，也 为股东提供了短期回报预期。叠加港股市场AI概念的持续升温，中达集团控股的AI资产组合正引发市场对其估值体系的重估。 作为亚洲AI ...

公司3月14日公告披露，已与全球知名AI内容平台GIBO达成战略合作协议，持有其不超过5%股份。根 据协议，中达集团将为GIBO提供媒体关系管理、内容创作等服务，深度绑定AI生态。作为亚洲领先的 AIGC动画流媒体平台，GIBO年收入增长率达300%，其AIGC技术已广泛应用于影视、游戏领域，或成 为中达集团切入AI内容生产的重要入口。目前GIBO正通过与Bukit Jalil Global Acquisition 1 Ltd的De- SPAC合并推进美股上市进程，估值达82.8亿美元。 二级市场上，中达集团控股呈现量价齐升走势，3月以来累计涨幅达110%，成交量较前期放大超十倍。 市场已逐步认可其新晋AIGC概念股身份，公司AI布局的战略价值正加速兑现。 展望未来，公司投资价值主要体现在三方面：特别股息派发提升短期配置吸引力；GIBO上市进程及AI 投资收益构成中期价值催化；通过战略投资构建的AI资产组合，则有望在行业技术革命中形成长期竞 争壁垒，其中GIBO上市带来的投资收益或将成为核心价值支撑。 2025年3月27日，港股上市公司中达集团控股(00139.HK)公告将于4月9日召开董事会，审议特别股息派 ...