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: 2026年1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: 統一企業中國控股有限公司 第 1 頁 共 10 頁 v 1.2.0 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00220 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 4,319,334,000 0 4,319,334,000 增加 / 減少 (-) 本月底結存 4,319,334,000 0 4,319,334,000 足夠公眾持股量的確認(註4) 呈交日期: 2026年2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) | 002 ...

智通财经APP获悉，大和发布研报称，将统一企业中国(00220)评级由跑赢大市连降两级至跑输大市，目 标价由9.8港元下调至7.3港元。报告指，来自鲜制饮料与瓶装饮料厂商的竞争日益激烈。随着渠道投资 增加，饮料业务可能面临成本压力。该行预计，统一企业中国2025年第四季盈利将同比下降38%，至 1.33亿元人民币。同时将2025至2027年度每股盈利预测下调4%至14%。 ...

大和发布研报称，将统一企业中国(00220)评级由跑赢大市连降两级至跑输大市，目标价由9.8港元下调 至7.3港元。报告指，来自鲜制饮料与瓶装饮料厂商的竞争日益激烈。随着渠道投资增加，饮料业务可 能面临成本压力。该行预计，统一企业中国2025年第四季盈利将同比下降38%，至1.33亿元人民币。同 时将2025至2027年度每股盈利预测下调4%至14%。 ...

大和发表报告，将统一企业中国评级由"跑赢大市"连降两级至"跑输大市"，目标价由9.8港元下调至7.3 港元。报告指，来自鲜制饮料与瓶装饮料厂商的竞争日益激烈。随着渠道投资增加，饮料业务可能面临 成本压力。该行预计，统一企业中国2025年第四季盈利将按年下降38%至1.33亿元，同时将2025至2027 年度每股盈利预测下调4%至14%。 ...

至于同业统一企业中国(00220)，高盛将2025至2027年收入预测下调1%至4%，以反映饮料业务或受到市 场竞争加剧的影响，盈利预测则下调5%至10%;在即食面及OEM业务支持下，目前估计统一今年销售额 可增长约3.5%，盈利料增长1%，相应地目标价从9港元下调至8.2港元，维持"中性"评级。 高盛发布研报称，看好康师傅(00322)较专注于发展即食面业务，今年市场份额及经营效率有望提升， 预期该公司今年经营前景向好，将2025至2027年盈利预测上调5%至8%，预测即食面业务经营利润率将 受惠于成本压力缓和、产品提价及费用节省而有所扩张，将目标价从12.7港元升至13.7港元，重申"买 入"评级。 ...

至于同业统一企业中国(00220)，高盛将2025至2027年收入预测下调1%至4%，以反映饮料业务或受到市 场竞争加剧的影响，盈利预测则下调5%至10%; 在即食面及OEM业务支持下，目前估计统一今年销售额 可增长约3.5%，盈利料增长1%，相应地目标价从9港元下调至8.2港元，维持"中性"评级。 智通财经APP获悉，高盛发布研报称，看好康师傅(00322)较专注于发展即食面业务，今年市场份额及经 营效率有望提升，预期该公司今年经营前景向好，将2025至2027年盈利预测上调5%至8%，预测即食面 业务经营利润率将受惠于成本压力缓和、产品提价及费用节省而有所扩张，将目标价从12.7港元升至 13.7港元，重申"买入"评级。 ...

Core Viewpoint - *ST JiaoTuo (002200.SZ) has completed the restructuring plan and has applied to revoke the "delisting risk warning" due to the court's acceptance of the restructuring, effective January 22, 2026 [1] Group 1: Company Restructuring - The restructuring plan of Yunnan JiaoTuo Ecological Technology Co., Ltd. has been executed [1] - The company submitted an application to the Shenzhen Stock Exchange to revoke the "delisting risk warning" that was imposed due to the court's acceptance of the restructuring [1] Group 2: Financial Status - As of the end of 2024, the company's audited net assets attributable to the parent company are negative [1] - The company has reported negative net profits attributable to the parent company shareholders after deducting non-recurring gains and losses for three consecutive years [1] - The annual audit institution issued a report with a paragraph indicating significant uncertainty regarding the company's ability to continue as a going concern for the 2024 financial statements [1] Group 3: Stock Trading Information - The company's stock will continue to be subject to "delisting risk warning" and "other risk warnings" due to its financial status [1] - The stock abbreviation remains "*ST JiaoTuo" and the stock code remains "002200" [1] - The daily price fluctuation limit for stock trading remains at 5% [1]

Group 1: Market Overview - The A-share market opened higher but turned negative, with the ChiNext Index down nearly 2% and sectors like commercial aerospace, non-ferrous metals, and Hainan showing significant declines [1][2] - The Hang Seng Index turned negative, with the Hang Seng Tech Index dropping over 1%, while Pop Mart saw a surge of over 10% [2][11] Group 2: Real Estate Sector - The real estate sector experienced a notable rise, with Hefei Urban Construction (002208) hitting the daily limit, and other companies like City Investment Holdings and Yingxin Development also seeing gains [1][8] - According to the National Bureau of Statistics, new residential sales prices in first-tier cities decreased by 0.3% month-on-month in December 2025, a slight narrowing of the decline compared to the previous month [10] Group 3: AI and Robotics Sector - The AI application concept was active, with Zhejiang Wen Internet hitting the daily limit and companies like Tiandi Online and Liujin Technology also rising [3] - The robotics sector saw gains, with companies like New Times Da hitting the daily limit and Top Group rising over 6% [6] - A report from CounterPoint Research indicated that the humanoid robot industry is expected to see a commercial explosion in 2025, with an estimated installation of around 16,000 units [8] Group 4: Semiconductor and Construction Materials - The semiconductor sector experienced a rise, with companies like Zhongwei Semiconductor hitting the daily limit [10] - The construction materials sector also saw gains, with companies like Zhizhi New Materials hitting the daily limit and others like Jiu Ding New Materials and Hai Luo Cement following suit [10] Group 5: Pop Mart Developments - Pop Mart announced a share buyback of approximately HKD 251 million, repurchasing 1.4 million shares at prices ranging from HKD 177.7 to HKD 181.2 per share, which is expected to attract more investor attention [13]

Market Overview - The A-share market opened higher but turned negative shortly after, with the ChiNext index down nearly 2% [1][12] - The Shanghai Composite Index fell by 0.61% to 4088.86, while the Shenzhen Component Index dropped by 1.59% to 14067.46 [2][13] Real Estate Sector - The real estate sector saw significant movement, with Hefei Urban Construction (002208) hitting the daily limit up [1][19] - Other companies in the sector, such as City Investment Holdings and Poly Development, also experienced gains [19] AI Application Sector - The AI application sector was active, with Zhejiang Wenhu Internet hitting the daily limit up and Tian Di Online achieving two consecutive limit ups [3][14] - A partnership between Zhejiang Wenhu Internet and ByteDance's Douyin Engine has led to a significant increase in digital marketing applications, with cumulative consumption exceeding 250 million yuan, marking a 500% year-on-year growth [16] Robotics Sector - The robotics sector saw gains, with New Times Da hitting the daily limit up and Top Group rising over 6% [5][17] - A report from CounterPoint Research indicates that the humanoid robot industry is expected to see a commercial explosion in 2025, with an estimated installation of 16,000 units [19] Semiconductor Sector - The semiconductor sector also experienced a rise, with Zhongwei Semiconductor hitting the daily limit up [21] Hong Kong Market - In the Hong Kong market, Pop Mart's stock surged over 10% after the company announced a share buyback of approximately 251 million HKD for 1.4 million shares [11][23] - Other new consumption concept stocks in Hong Kong also showed strength, with Guoquan rising over 5% [24]

Group 1 - The core point of the article is that Guangzhou Unified Enterprise Co., Ltd. has reduced its stake in Andeli by selling 1.48 million shares, which represents 0.44% of the company's total share capital, at an average price of 38.94 yuan per share [1] - Following this reduction, the shareholding percentage of Guangzhou Unified and its concerted action parties, including Chengdu Unified Enterprise Food Co., Ltd. and Unified Enterprise China, decreased from 19.15% to 18.70% [1]