致：香港交易及結算所有限公司 公司名稱: 敏實集團有限公司 呈交日期: 2025年10月8日 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9月30日 狀態: 新提交 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) | 00425 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 | HKD | | 500,000,000 | 本月底法定/註冊股本總 ...

Core Viewpoint - The chairman and CEO of Minth Group, Wei Qinglian, has increased his stake in the company by purchasing 200,000 shares at an average price of HKD 36.1798 per share, totaling approximately HKD 7.236 million, raising his total holdings to about 452 million shares, which represents a 38.39% ownership stake [1] Summary by Category - **Share Purchase Details** - Wei Qinglian acquired 200,000 shares of Minth Group at an average price of HKD 36.1798 per share [1] - The total investment amounted to approximately HKD 7.236 million [1] - **Ownership Structure** - Following the purchase, Wei Qinglian's total shareholding increased to approximately 452 million shares [1] - His ownership percentage in Minth Group is now 38.39% [1]

Group 1 - The chairman and CEO of Minth Group, Wei Qinglian, increased his stake in the company by purchasing 200,000 shares at an average price of 36.1798 HKD per share, totaling approximately 7.236 million HKD [1] - Following the purchase, Wei Qinglian's total shareholding in Minth Group rose to about 452 million shares, representing a holding percentage of 38.39% [1]

Group 1 - The core point of the article is that Wei Qinglian, an executive director of Minth Group (00425.HK), increased his shareholding by purchasing 200,000 shares at an average price of HKD 36.4062 per share, totaling approximately HKD 7.2812 million [1] - Following this transaction, Wei Qinglian's total shareholding increased to 451,422,000 shares, raising his ownership percentage from 38.35% to 38.37% [1]

Group 1 - The core point of the article is that Wei Qinglian, the Chairman and CEO of Minth Group, increased his shareholding in the company by purchasing 200,000 shares at a price of HKD 36.4062 per share, totaling approximately HKD 7.2812 million [1] - After the purchase, Wei Qinglian's total shareholding in Minth Group increased to approximately 451 million shares, representing a holding percentage of 38.37% [1]

Core Insights - The chairman and CEO of Minth Group, Wei Qinglian, increased his stake in the company by purchasing 200,000 shares at a price of HKD 36.4062 per share, totaling approximately HKD 7.2812 million [1] - Following this transaction, Wei Qinglian's total shareholding in Minth Group rose to approximately 451 million shares, representing a holding percentage of 38.37% [1]

格隆汇10月2日丨根据联交所最新权益披露资料显示，2025年9月29日-9月30日，敏实集团(00425.HK)获 执行董事魏清莲在场内以每股均价33.7188-33.7926港元合计增持40万股，涉资约1350.23万港元。 | 股份代號: | 00425 | | --- | --- | | 上市是量名稱: | 欧盟集团有限公司 | | 日期(日/月/年) | 02/09/2025 - 02/10/202 | 增持后，魏清莲最新持股数目为451,222,000股，持股比例由38.32%上升至38.35%。 | 製糖序號 | 大船奥/董事 畿基后设人員名稱 作出拓黨的 霞入 / 寶出城市及的股權服的平均價 | | | | 持有學習的設份數目 但已發行的 南國學作的日期 相聚5黨辦价 價權證權益 | | | --- | --- | --- | --- | --- | --- | --- | | | 的剧目 | 10 | | | 原则 (#/0/0) 国际新闻网 (日)日) = ( = ( ) ( ) = ( ) ( ) = ( ) ( ) = ) ( ) = ) ( ) = ) ( ) = ) ( | | | ...

Core Insights - The latest shareholder equity disclosures for several companies were made on October 1, 2025, including Longji Group, Minth Group, Kingboard Laminates, Junshi Biosciences, and Bonny Holdings [1] Group 1: Longji Group (00255) - Shareholder Shao Yulong increased his holdings from 407 million shares to 414 million shares, raising his ownership percentage from 64.49% to 65.52% [2] - Shareholder Shao Tielong also increased his holdings from 407 million shares to 414 million shares, with the same ownership percentage change as Shao Yulong [2] Group 2: Minth Group (00425) - Shareholder Wei Qinglian maintained his holdings at 451 million shares, with a slight increase in ownership percentage from 38.34% to 38.35% [2] Group 3: Kingboard Laminates (01888) - Shareholder Ye Shukun reduced his holdings from 1.35 million shares to 1.15 million shares, resulting in a decrease in ownership percentage from 0.04% to 0.03% [2] Group 4: Junshi Biosciences (01877) - Shareholder Li Xin significantly increased his holdings from 82,900 shares to 1.2829 million shares, raising his ownership percentage from 0.04% to 0.49% [2] Group 5: Bonny Holdings (01906) - Hong Kong Jun He Limited completely divested from Bonny Holdings, reducing holdings from 550 million shares to 0 shares, resulting in a drop in ownership percentage from 37.39% to 0% [2]

Group 1 - The core viewpoint of the article highlights that Minth Group (00425) is expected to see a revenue growth rate of approximately 50% year-on-year for its battery box business in 2024 and the first half of 2025, benefiting from the increase in electric vehicle production in Europe [1][2] - The company has secured orders from major European automakers such as Volkswagen, Stellantis, and Renault, which positions it well to capitalize on the growing demand for electric vehicles [1] - The company is focusing on enhancing its production capacity and reducing costs, which is expected to lead to an increase in gross profit margins and profit elasticity [1] Group 2 - Minth Group is recognized as a leading global supplier of automotive exterior and body structural parts, with a diversified product line that includes plastic parts, metal and decorative parts, aluminum components, and battery boxes [2] - The traditional business of the company is experiencing steady growth, while the battery box segment is anticipated to contribute significantly to profit elasticity due to the rise in electric vehicle production in Europe [2] - The company is actively exploring new sectors such as low-altitude economy, robotics, and AI liquid cooling systems, which are expected to create a third growth curve for the business [2] - The forecasted net profit for the company from 2025 to 2027 is projected to be 2.74 billion, 3.32 billion, and 3.99 billion yuan respectively, with corresponding EPS of 2.36, 2.85, and 3.43 yuan per share, indicating a favorable valuation with PE ratios of 13.4, 11.1, and 9.2 times [2]

Core Viewpoint - The report from Kaiyuan Securities indicates that Minth Group (00425) is experiencing steady growth in its traditional business, with its battery box segment benefiting from the surge in electric vehicles in Europe, which is expected to contribute to profit elasticity. The company has established a comprehensive global production capacity, creating a capacity barrier. Additionally, the company is actively exploring new sectors such as low-altitude economy, robotics, and AI liquid cooling, which may form a third growth curve [1] Group 1 - The company is projected to achieve net profits attributable to shareholders of 2.74 billion, 3.32 billion, and 3.99 billion yuan for the years 2025-2027, with EPS of 2.36, 2.85, and 3.43 yuan per share respectively [1] - The revenue growth rate for the battery box business is expected to be around 50% year-on-year for both 2024 and the first half of 2025 [1] - The company has secured orders covering popular electric vehicle platforms from European automakers such as Volkswagen, Stellantis, and Renault, positioning it to benefit from the increase in electric vehicle production in Europe [1] Group 2 - The company is focusing on two main product systems in the low-altitude economy sector: airframe and rotor systems, and has signed a strategic cooperation agreement with EHang Intelligent [1] - In the robotics field, the company is concentrating on integrated joint modules, robotic electronic skin, smart masks, wireless charging systems for robots, and structural components, having signed a strategic cooperation agreement with Zhiyuan Robotics [1] - The company is also prioritizing the development and implementation of AI liquid cooling system-related products [1]