FF301 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 | 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) | 00179 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,760,000,000 | HKD | | 0.05 HKD | | 88,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 1,760,000,000 | HKD | | 0.05 HKD | | 88,000,000 | 本月底法定/註冊股本總額： HKD 88,000,000 備註： * 僅供識別 第 1 頁 共 10 頁 v 1.1.1 截至月份: 2025年12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: ...

西锐(02507)再涨超8%，美国将先进空中交通列为国家战略，西锐美国市场深耕多年。 创维集团(00751)再涨近10%，创维光伏意大利10MW分布式光伏电站项目正式签约。 理想汽车-W(02015)涨超5%，累计交付量突破150万，据报公司产品线将调整。 壁仞科技(06082)首挂上市，早盘高开82.14%，午盘涨72%。公司聚焦自研GPGPU芯片及智能算力解决 方案。 智通财经APP获悉，2026开年股市第一天，港股恒生指数涨2.18%，涨559点，报26189点；恒生科技指 数涨3.38%；港股早盘成交768亿港元。 蓝箭航天科创板IPO获受理，商业航天领域资本化进程提速。商业航天板块大涨，金风科技（02208） 涨超17%；亚太卫星（01045）涨超32%；航天控股（00031）涨超18%；中航科工（02357）涨4%。 华虹半导体(01347)拉升逾10%，拟斥资82.7亿元人民币收购华力微电子股权。 机器人概念继续走高。近期产业链交流频繁，市场预热特斯拉Optimus发包。力劲科技(00558)涨超6%； 三花智控(02050)涨6.37%；德昌电机控股(00179)涨4.1%。 百度集团-SW( ...

智通财经APP获悉，机器人概念继续走高，截至发稿，力劲科技(00558)涨6.04%，报3.51港元；三花智 控(02050)涨5.27%，报40.34港元；德昌电机控股(00179)涨4.1%，报30.94港元；优必选(09880)涨 2.45%，报129.4港元。 消息面上，近期市场有传闻称，供应商陆续在北美拜访，特斯拉Optimus发包在即，市场已经开始预 热。银河证券发布研报称，特斯拉Optimus第三代机器人预期2026年发布，预计明年量产数万台，近期 产业链交流频繁，量产、定价、审厂定点等确定性事件临近。 该行指出，特斯拉机器人作为人形机器人行业风向标，其进展是影响人形机器人投资的最大催化因素。 11月马斯克薪酬激励方案通过，业绩目标包括Optimus机器人交付100万台。认为，特斯拉机器人的量产 离不开国产供应链，建议积极关注前期深度参与特斯拉机器人及具备量产储备的产业链标的。 ...

每经AI快讯，港股机器人概念继续走高，截至发稿，力劲科技(00558.HK)涨6.04%，报3.51港元；三花 智控(02050.HK)涨5.27%，报40.34港元；德昌电机控股(00179.HK)涨4.1%，报30.94港元；优必选 (09880.HK)涨2.45%，报129.4港元。 ...

机器人概念继续走高，截至发稿，力劲科技(00558)涨6.04%，报3.51港元；三花智控（002050）(02050) 涨5.27%，报40.34港元；德昌电机控股(00179)涨4.1%，报30.94港元；优必选(09880)涨2.45%，报129.4 港元。 该行指出，特斯拉机器人作为人形机器人行业风向标，其进展是影响人形机器人投资的最大催化因素。 11月马斯克薪酬激励方案通过，业绩目标包括Optimus机器人交付100万台。认为，特斯拉机器人的量产 离不开国产供应链，建议积极关注前期深度参与特斯拉机器人及具备量产储备的产业链标的。 消息面上，近期市场有传闻称，供应商陆续在北美拜访，特斯拉Optimus发包在即，市场已经开始预 热。银河证券发布研报称，特斯拉Optimus第三代机器人预期2026年发布，预计明年量产数万台，近期 产业链交流频繁，量产、定价、审厂定点等确定性事件临近。 ...

Financial Data - China Merchants Bank (03968.HK) reported a net profit of 97.342 billion yuan, an increase of 4.82% year-on-year [1] - Fast Retailing (06288.HK) saw a 0.7% decline in first-quarter net profit to 70.3 billion yen, with trading resuming tomorrow [1] - Highgate Group (08412.HK) narrowed its mid-term loss by 62.47% to 4.094 million Hong Kong dollars [1] - Dongjun Holdings (08383.HK) reported a first-quarter net profit of 3.92 million ringgit, a year-on-year increase of 113% [1] - Qian Sheng Group Holdings (08475.HK) narrowed its first-quarter loss by 55.37% to 216,000 Singapore dollars [1] Earnings Forecast - Jia Hong Logistics (02130.HK) expects a significant increase in annual net profit attributable to shareholders [1] - Zhongdi Dairy (01492.HK) anticipates a substantial increase in net profit for the ten months ending in October [1] - Guonong Financial Investment (08120.HK) expects a significant reduction in annual losses [1] - PIK Far East (00752.HK) forecasts a decrease of over 80% in annual profit attributable to shareholders [1] - Weiyali (00854.HK) expects to turn a profit of 59.3 million Hong Kong dollars in the first three quarters [1] - Jiuxing Holdings (01836.HK) anticipates annual net profit between 0 and 5 million US dollars [1] Operational Data - Ping An Insurance (02318.HK) reported original premium income of 797.34 billion yuan for 2020 [1] - Zhong An Online (06060.HK) achieved original premium income of 16.703 billion yuan in 2020, a year-on-year increase of 14.13% [1] - Luk Fook Holdings (00590.HK) reported a same-store sales decline of 29% in the third quarter [1] - Chalco International (02068.HK) signed new contracts worth 15.965 billion yuan in the fourth quarter, a year-on-year increase of 12.61% [1] - Yongjia Group (03322.HK) reported an 11% decrease in same-store sales for its high-end fashion retail business in the fourth quarter [1] - Delta Electronics Holdings (00179.HK) reported revenue of 2.242 billion US dollars for the first three fiscal quarters, a year-on-year decline of 4% [1] - Beijing Energy International (00686.HK) achieved a total power generation of 2.7567 million megawatt-hours in 2020 [1] - TRUE PARTNER (08657.HK) reported an asset management scale of approximately 1.59 billion US dollars by the end of December [1] Shareholding Changes - Minsheng Education (01569.HK) saw its chairman and controlling shareholder Li Xuechun increase his stake by 1.95 million shares [2] Mergers and Acquisitions - Non-Fan China (08032.HK) announced that LionRock intends to acquire a majority stake in Clark for £51 million [3] - Tan Carpenter (00837.HK) plans to acquire the remaining 9.09% stake in Jiangsu Tan Carpenter for 15.873 million yuan [3] - Guan Hua International Holdings (00539.HK) subsidiary sold a Hong Kong office property for 33 million Hong Kong dollars [3] Capital Restructuring - China Dredging Environmental Protection (00871.HK) plans a "2-for-1" share consolidation and will place 508 million shares to Chairman Liu Kaijin [2] Share Buybacks - Shisi Pharmaceutical Group (02005.HK) repurchased 2.71 million shares for 11.365 million Hong Kong dollars on January 14 [3] - Hengdeli (03389.HK) repurchased 16.7 million shares for 4.9681 million Hong Kong dollars on January 14 [3] - China Star Group (00326.HK) repurchased 555,000 shares for 0.8325 million Hong Kong dollars on January 14 [3]

智通财经APP获悉，港股今早冲高回落，恒指及国指午后一度翻绿，恒科指数则表现最佳，盘中最高涨 超1%。截止收盘，恒生指数涨0.43%或111.24点，报25801.77点，全日成交额为1697.77亿港元；恒生国 企指数涨0.43%，报8939.68点；恒生科技指数涨0.87%，报5526.83点。 华泰证券指出，当前市场依然在左侧布局区间，右侧拐点尚未清晰。市场对春季躁动提前的一致预期较 强，但港股年底仍有供需压力，"Santa rally"有不确定性，一季度或是胜率更高的阶段。行业上，锂 矿、铜、航空及酒店盈利预期上修，或进入配置窗口；科技中AI龙头、困境反转的本地生活龙头和L3 落地后新品进展提供左侧布局机会。 蓝筹股表现 中芯国际(00981)领涨蓝筹。截至收盘，涨5.92%，报68.9港元，成交额62.76亿港元，贡献恒指27.67点。 中邮证券近期研报指出，今年以来，除去人工智能，其他主流应用市场温和增长或回稳。在国内产业链 切换迭代过程中，公司紧抓机会，成为客户稳定供应商，使得公司现在和可预测未来订单获得可持续的 保障。 其他蓝筹股方面，紫金矿业(02899)涨5.3%，报35.38港元，贡献恒 ...

消息面上，人形机器人行业近期催化频出。12月14日，优必选与国际半导体巨头美国德州仪器达成战略 合作，全年订单总金额突破13亿。12月18日，宇树G1人形机器人参与王力宏成都演唱会伴舞，并完成 较多高难度动作。12月19日，特斯拉官方发布视频展示Optimus从基础的运动控制到复杂场景交互的快 速演变过程。此外，千寻智能人形机器人正式在宁德时代（300750）生产线"上岗"。 机器人概念股今日普涨，截至发稿，极智嘉-W(02590)涨5.28%，报23.54港元；德昌电机控股(00179)涨 4.47%，报30.36港元；优必选(09880)涨2.95%，报115.1港元；三花智控（002050）(02050)涨2.01%，报 35.5港元。 东方证券发布研报称，近期特斯拉等人形机器人龙头公司展示了优秀的运控技术，我们认为随着产业进 入快速发展期，市场将更加关注量产情况。从量产的挑战来看，我们认为大脑模型是最重要挑战之一。 而为了推动大脑的快速进化，我们预计26H1有望出现更快速的量产。站在量产的未来看今天，我们认 为具备优秀制造和管理能力的零部件企业更加受益。 ...

智通财经APP获悉，机器人概念股今日普涨，截至发稿，极智嘉-W(02590)涨5.28%，报23.54港元；德 昌电机控股(00179)涨4.47%，报30.36港元；优必选(09880)涨2.95%，报115.1港元；三花智控(02050)涨 2.01%，报35.5港元。 消息面上，人形机器人行业近期催化频出。12月14日，优必选与国际半导体巨头美国德州仪器达成战略 合作，全年订单总金额突破13亿。12月18日，宇树G1人形机器人参与王力宏成都演唱会伴舞，并完成 较多高难度动作。12月19日，特斯拉官方发布视频展示Optimus从基础的运动控制到复杂场景交互的快 速演变过程。此外，千寻智能人形机器人正式在宁德时代生产线"上岗"。 东方证券发布研报称，近期特斯拉等人形机器人龙头公司展示了优秀的运控技术，我们认为随着产业进 入快速发展期，市场将更加关注量产情况。从量产的挑战来看，我们认为大脑模型是最重要挑战之一。 而为了推动大脑的快速进化，我们预计26H1有望出现更快速的量产。站在量产的未来看今天，我们认 为具备优秀制造和管理能力的零部件企业更加受益。 ...

Investment Rating - The report maintains a "Recommended" rating for the humanoid robot sector and the automotive industry [2][12]. Core Insights - The humanoid robot industry is accelerating from technology development to large-scale commercial application, with significant order growth from leading manufacturers [7]. - The first batch of L3 autonomous driving vehicles has received approval for conditional market entry, marking a critical step towards commercialization in China [10]. - The overall order volume for humanoid robots in 2025 is projected to exceed 30,000 units, with leading companies like UBTECH and UTree capturing significant market shares [6]. Summary by Sections Humanoid Robot Sector Market Performance - The Huaxin humanoid robot index fell by 1.47% this week, with a year-to-date return of 88.8% [21]. - The total order value for leading companies in the humanoid robot sector has surpassed 5 billion, with UBTECH's Walker series accounting for 1.3 billion [6][4]. Automotive Sector Market Performance and Valuation - The CITIC automotive index increased by 0.1%, outperforming the broader market by 0.4 percentage points [37]. - The automotive sector's PE ratio is at 31.8, positioned at the 36.4% percentile over the past four years, while the PB ratio is at 3.0, at the 96.3% percentile [54]. Industry Data Tracking - From December 1-14, the average daily retail of passenger vehicles in China decreased by 24% year-on-year, with total retail reaching 76.4 million units [60]. - The average price of rubber has increased, while prices for steel, copper, and aluminum have decreased [67]. Company Announcements - UBTECH has secured a strategic partnership with Texas Instruments, with total orders exceeding 1.3 billion [5]. - Moulding Technology has signed a procurement framework agreement for humanoid robot components, marking a significant step into the humanoid robot industry [74].