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: 建滔集團有限公司 呈交日期: 2025年11月3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) | 00148 | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | | 0.1 HKD | | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | | 本月底結存 | | | 2,000,000,000 | HKD | | | 0.1 HKD | | | 200,00 ...

格隆汇11月3日丨根据联交所最新权益披露资料显示，2025年10月30日，建滔集团(00148.HK)获Hallgain Management Limited在场内以每股均价28.4105港元增 持104.5万股，涉资约2968.9万港元。 | 股份代號: | ON SECRETATION STA 00148 | | --- | --- | | 上市法國名稱: | 建滔集國有限公司 | | 日期 (日 / 月 / 年): | 03/10/2025 - 03/11/2025 | | 表格序號 | 大股東/董事/最高行政人員名稱作出披露的 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 | | | --- | --- | --- | --- | --- | --- | | | 原因 | 股份數目 | | （詩参関上述 * 註 | | | | | | | 份自分比 | | | | | | | 96 1 | | | CS20251030E00477 | Hallgain Management Limited (101(L) 1.045.000(L | | HKD 28 ...

香港联交所最新资料显示，10月30日，Hallgain Management Limited增持建滔集团(00148)104.5万股，每 股作价28.4105港元，总金额约为2968.9万港元。增持后最新持股数目约为4.81亿股，最新持股比例为 43.42%。 ...

智通财经APP获悉，香港联交所最新资料显示，10月30日，Hallgain Management Limited增持建滔集团 (00148)104.5万股，每股作价28.4105港元，总金额约为2968.9万港元。增持后最新持股数目约为4.81亿 股，最新持股比例为43.42%。 ...

Core Insights - Hallgain Management Limited increased its stake in Kwan Tong Group (00148) by acquiring 1.026 million shares at an average price of 27.6395 HKD per share, totaling approximately 28.3581 million HKD [1] - Following this acquisition, Hallgain Management's total shareholding in Kwan Tong Group reached approximately 479 million shares, representing a 43.24% ownership stake [1]

香港联交所最新资料显示，10月23日，Hallgain Management Limited增持建滔集团（00148）40万股，每 股均价26.5969港元，总金额约为1063.88万港元。增持后最新持股数目约为4.77亿股，最新持股比例为 43.05%。 来源：新浪港股 ...

Group 1 - Hallgain Management Limited increased its stake in Kwan Tong Group (00148) by 400,000 shares at an average price of HKD 26.5969 per share, totaling approximately HKD 10.6388 million [1] - After the increase, Hallgain Management's total shareholding is approximately 477 million shares, representing a stake of 43.05% [1]

Group 1 - Hallgain Management Limited increased its stake in Kwan Tong Group (00148) by 400,000 shares at an average price of HKD 26.5969 per share, totaling approximately HKD 10.6388 million [1] - After the increase, Hallgain Management Limited's total shareholding is approximately 477 million shares, representing a 43.05% ownership stake [1]

Group 1 - Hallgain Management Limited increased its stake in Kwan Tong Group (00148) by 400,000 shares at an average price of HKD 26.5969 per share, totaling approximately HKD 10.6388 million [1] - Following the increase, Hallgain Management Limited's total shareholding in Kwan Tong Group reached approximately 477 million shares, representing a holding percentage of 43.05% [1]

Group 1: Nvidia's New Product and Market Impact - Nvidia has confirmed the use of M9 materials in its next-generation product Rubin, with the CPX and midplane PCBs utilizing M9 CCL, amid a shortage of Q cloth [1] - The Rubin CPX is designed for ultra-long context AI inference tasks, featuring a decoupled inference architecture and significant hardware changes, including a wireless cable architecture [1] - The market potential for CPX, midplane, and orthogonal backplane is nearly 100 billion [1] - By 2027, Nvidia's AI PCB market is projected to reach $6.96 billion, a 142% increase from 2026 [1] Group 2: PCB Industry Growth Driven by AI - The global PCB market is expected to grow from $62 billion in 2020 to $75 billion by 2024, with a compound annual growth rate of 4.9% [2] - The value of PCBs in AI servers is significantly higher than in traditional servers, leading to a substantial increase in demand for high-performance PCBs [3] - Low dielectric constant and low loss factor materials are deemed most suitable for high-performance applications, with Q cloth outperforming second-generation cloth [3] Group 3: Recommendations for M9 and Related PCB Manufacturers - Strong recommendations have been made for M9 upstream and related PCB manufacturers, with companies like 建滔积层板 reporting a revenue increase of 11% year-on-year [4] - 建滔集团 is expanding its production capabilities for AI-related products, with a projected investment of approximately 800 to 1,000 million RMB for a new production line [4] - The demand for copper-clad laminates and printed circuit boards is expected to rise significantly due to the rapid development of AI technologies [4]