格隆汇2月2日丨根据联交所最新权益披露资料显示，2026年1月27日，敏实集团(00425.HK)遭JPMorgan Chase & Co.以每股均价37.8563港元减持好仓404.88万 股，涉资约1.53亿港元。 减持后，JPMorgan Chase & Co.最新持好仓数目为68,569,778股，持好仓比例由6.14%下降至5.80%。 | FROM FOR BE | 大股東/董事/最高行政人員名稱 作出披露的 買入 / 賣出或涉及的股 每股的平均價 | | | | 日都少老名经贸费用性 | 估已發行的 有關事 | | --- | --- | --- | --- | --- | --- | --- | | | 历史以言 | | | | ( 讀發閱 上述 * 註冊) | 有投票權股 (目 / F | | | | | | | | 份高分市 | | CS20260130E00532 | JPMorgan Chase & Co. | 1201(L) | 4,048,811(L | HKD 37.8563 | 68.569.778(L) | 5.80(L)27/01/ | | | | | | | 6.785. ...

智通财经APP获悉，香港联交所最新数据显示，1月27日，摩根大通减持敏实集团(00425)404.8811万 股，每股作价37.8563港元，总金额约为1.53亿港元。减持后最新持股数目约为6856.98万股，最新持股 比例为5.80%。 ...

Group 1 - Morgan Stanley reduced its stake in Sensata Technologies (00425) by 4,048,811 shares at a price of HKD 37.8563 per share, totaling approximately HKD 153 million [1] - After the reduction, Morgan Stanley's remaining shareholding is approximately 68,569,800 shares, representing a stake of 5.80% [1]

格隆汇2月2日丨敏实集团(00425.HK)发布公告，股份于联交所买卖的每手买卖单位将由2,000股股份更 改为100股股份，自2026年2月26日(星期四)上午九时正起生效。 ...

敏实集团(00425)发布公告，股份于联交所买卖之每手买卖单位将由2000股股份更改为100股股份，自 2026年2月26日(星期四)上午九时正起生效。 ...

智通财经APP讯，敏实集团(00425)发布公告，股份于联交所买卖之每手买卖单位将由2000股股份更改为 100股股份，自2026年2月26日(星期四)上午九时正起生效。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責， 對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何 部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 MINTH GROUP LIMITED 敏實集團有限公司 （於開曼群島註冊成立的有限公司） （股份代號：425） 更改每手買賣單位 董事會謹此宣佈，股份於聯交所買賣之每手買賣單位將由2,000股股份更改為100 股股份，自2026年2月26日（星期四）上午九時正起生效。更改每手買賣單位之預 期時間表載於以下正文。 股東可於2026年2月9日（星期一）至2026年3月20日（星期五）（包括首尾兩日）的營 業時間內，將其每手買賣單位為2,000股股份之現有股票交回股份過戶登記處，以 免費換領每手買賣單位為100股股份之新股票。 敏實集團有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事（「董事」）會（「董 事會」）謹此宣佈，本公司股本中之普通股（「股份」）於香港聯合交易所有限公司（「聯 交所」）主板買賣之每手買賣單位將由2,000股股份更改為100股股份，自2026年2月 26日（星期四）上午九時正起 ...

Core Viewpoint - The report from China Merchants Securities International predicts that the humanoid robot industry in China will experience significant growth by 2026 due to advancements in AI model capabilities, hardware technology maturity, cost reductions, and accelerated application scenarios, along with a surge in orders in the fourth quarter [1] Group 1: Recommended Companies - Recommended humanoid robot manufacturers include UBTECH Robotics (09880), Yujin Robot (02432), and Geek+ (02590) [1] - Cross-industry collaborative companies recommended are Tesla (TSLA.US) and Xpeng Motors (09868) [1] - Ecological companies to watch include Xiaomi Group (01810) and Midea Group (00300) [1] Group 2: Supply Chain Insights - The supply chain outlook is positive, focusing on technology convergence, with a favorable view on Minth Group (00425) in the Hong Kong stock market [1] - Companies expanding from intelligent driving to robotics, such as Hesai Technology (02525) and Horizon Robotics (09660), are also highlighted as promising [1] Group 3: Industry Trends - The humanoid robot industry in China is characterized by rapid incremental advancements and a full-chain explosion, particularly with the trend of large-scale production by overseas leaders by the end of the year [1] - Catalysts for growth include the release of Tesla's V3 and the listing of Yushu Technology, along with a significant number of new robot companies expected to go public in the Hong Kong market this year [1]

Group 1 - In January, South Korea's semiconductor exports reached $20.5 billion, a year-on-year increase of over 102%, indicating strong global semiconductor demand driven by the AI wave [1] - The price increase trend in the chip industry is expected to continue into the first half of 2026, with more companies likely to follow suit [1] - Major cloud service providers are adopting liquid cooling as the default standard for next-generation architectures due to the rising AI computing power and chip power consumption [1] Group 2 - Minth Group (00425) has received orders for AI server liquid cooling business from leading Taiwanese manufacturers, entering the global semiconductor supply chain, and plans to establish a joint venture with Fuman Technology to achieve mass production capability by the end of 2025 [2] - Tsugami Corporation China (01651) is entering the bulk procurement phase for AI server liquid cooling equipment, focusing on automatic lathe products with a competitive advantage in processing rapid liquid cooling joints, having signed equipment orders with dozens of clients, accounting for about 5% of domestic order value from January to September 2025 [2]

Core Viewpoint - Daiwa has reiterated a "Buy" rating for Minth Group (00425) and raised the target price from HKD 40 to HKD 52, adjusting net profit forecasts for this year and next by 4% to 5% to reflect positive business updates [1] Group 1: Business Performance - The sales volume of electric vehicles in Europe increased by approximately 30% last year, reaching 3 million units [1] - Germany has reinstated national subsidies for electric vehicle purchases for low- to middle-income households, which is expected to drive strong double-digit growth in electric vehicle sales across Europe this year [1] - Currently, 70% of Minth Group's battery casing orders come from European clients [1] Group 2: Market Insights - According to Global Market Insights, the global liquid cooling systems market for data centers is projected to reach USD 6 billion this year and grow to USD 12 billion by 2030 [1] - Minth Group is expected to capture a market share of 3% to 5% in the value chain between 2026 and 2030 [1]