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: 盈科大衍地產發展有限公司 呈交日期: 2025年11月3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 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) | 00432 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | 本月底法定/註冊股本總額： HK ...

公司名稱: 盈科大衍地產發展有限公司 呈交日期: 2025年10月2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 致：香港交易及結算所有限公司 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) | 00432 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | 本月底法定/註冊股本總額： HKD ...

Group 1: Battery Sector Surge - The battery concept stocks experienced a collective surge, with Tianji Co., Ltd. (002759) achieving a three-day consecutive limit-up and Fulim Precision (300432) hitting a "20cm" limit-up [5][8] - Other stocks in the battery sector, including Fengshan Group, Duofluo, Huasheng Lithium Battery, Shanshan Co., Ltd., and Defang Nano, also saw significant gains [5] Group 2: Policy Support for Computing Power - Computing power concept stocks rose sharply following policy support, with Hengwei Technology hitting the limit-up and Yuntian Lifa increasing nearly 4% [4] - Hengwei Technology announced plans to acquire 75% of Shanghai Shuhang Information Technology Co., Ltd. through a combination of share issuance and cash payment, which will extend its business into downstream AI applications [4] Group 3: AI Application Stocks Rally - AI application stocks experienced a strong upward trend, with NetEase Software hitting the limit-up and other companies like Worth Buying, Kaipu Cloud, Tuolisi, Dou Shen Education, and Wanxing Technology also rising [4] - DeepSeek announced a significant reduction in API costs by over 50% due to a new model service, effective immediately [4] Group 4: Nonferrous Metals and Storage Chips - Nonferrous metals, storage chips, and AI applications were among the top gainers in the market [3] Group 5: Policy Initiatives for Nonferrous Metals - Eight departments issued a "Work Plan for Stable Growth in the Nonferrous Metals Industry," emphasizing the acceleration of application verification for high-end products like all-solid-state battery materials [7] - The Ministry of Industry and Information Technology released a "Stable Growth Action Plan for the Electronic Information Manufacturing Industry (2025-2026)," supporting foundational research in cutting-edge technologies like all-solid-state batteries [7] Group 6: Investment in Jiangxi Shenghua - Fulim Precision announced a joint investment with CATL in Jiangxi Shenghua, with Fulim planning to invest 1 billion yuan and CATL planning to invest 2.563 billion yuan [10] - Following this investment, CATL will hold a 51% stake in Jiangxi Shenghua, while Fulim will hold 47.4096% [10]

Core Viewpoint - Fulin Precision and CATL plan to increase capital and expand shares in Jiangxi Shenghua, which is expected to constitute a major asset restructuring, signaling CATL's strategic move into the upstream materials industry [1][3]. Company Summary - Fulin Precision announced a capital increase of 1 billion yuan in Jiangxi Shenghua, acquiring an additional registered capital of 813 million yuan, while CATL plans to invest 2.563 billion yuan for a new registered capital of 2.084 billion yuan [3]. - Before the capital increase, Fulin Precision held a controlling stake of 79.57% in Jiangxi Shenghua, while CATL owned 18.74%. Post-expansion, CATL will become the controlling shareholder with a 51% stake, and Fulin Precision will hold 47.41% [5]. - The board of directors of Jiangxi Shenghua will consist of 7 members, with CATL appointing 4 and Fulin Precision appointing 3. The chairman will be appointed by CATL [8]. Industry Summary - The lithium iron phosphate (LFP) industry is expected to enter a new growth phase. Jiangxi Shenghua's capital increase will enhance its operational capabilities and competitive advantages [9]. - Jiangxi Shenghua's revenue for 2022, 2023, and 2024 is projected to be 4.879 billion yuan, 2.808 billion yuan, and 4.829 billion yuan, respectively, with net profits of 288 million yuan, -1.053 billion yuan, and -283.61 million yuan [9]. - As of June 30, 2025, Jiangxi Shenghua's revenue reached 3.958 billion yuan, with a net profit of 63.78 million yuan, driven by increased sales of lithium iron phosphate [10]. - Jiangxi Shenghua has a production capacity of 300,000 tons of high-pressure dense lithium iron phosphate, which is expected to enhance battery fast-charging performance and increase market share [12].

Core Viewpoint - The collaboration between Fulin Precision and CATL to increase capital in Jiangxi Shenghua is expected to constitute a significant asset restructuring, signaling a strategic move towards the upstream materials industry [2][5]. Group 1: Investment Details - Fulin Precision plans to invest 1 billion RMB in Jiangxi Shenghua, acquiring an additional registered capital of 813 million RMB; CATL intends to invest 2.563 billion RMB for a new registered capital of 2.084 billion RMB [5]. - Before the capital increase, Fulin Precision held a controlling stake of 79.57% in Jiangxi Shenghua, while CATL owned 18.74%. Post-investment, CATL will become the controlling shareholder with a 51% stake, and Fulin Precision's stake will reduce to 47.41% [7][10]. Group 2: Strategic Implications - The capital increase is expected to enhance the strategic partnership between Fulin Precision and CATL, accelerating Jiangxi Shenghua's development in high-quality lithium iron phosphate product R&D, international expansion, supply chain upgrades, and energy storage market growth [2][10]. - Jiangxi Shenghua aims to leverage the new capital to improve its profitability and competitive edge in the lithium battery materials sector [13]. Group 3: Market Context - The lithium iron phosphate industry is anticipated to enter a new growth phase, following a period of significant losses due to rapid capacity expansion and declining raw material prices [13]. - Jiangxi Shenghua's revenue figures for 2022, 2023, and 2024 are projected at 4.879 billion RMB, 2.808 billion RMB, and 4.829 billion RMB, respectively, with net profits of 288 million RMB, -1.053 billion RMB, and -28.36 million RMB [14]. - The company has a production capacity of 300,000 tons for high-density lithium iron phosphate, which is expected to enhance battery fast-charging performance and increase market share in the cathode materials sector [15].

Market Overview - The three major A-share indices collectively retreated on September 18, with a market turnover of 31,666.43 billion yuan, an increase of over 7,600 billion yuan compared to the previous trading day [1] - More than 1,000 stocks closed higher, with 65 stocks hitting the daily limit [1] - F5G concept, Co-packaged Optics (CPO), and copper cable high-speed connections were among the top gainers, while metals like lead and zinc saw significant declines [1] Stock Recommendations - According to statistics from Securities Times, 38 buy-rated reports were released today, with 6 stocks showing an upside potential of over 20% [2] - The stock with the highest upside potential is Haoneng Co., with a target price of 23.64 yuan, indicating a potential increase of 41.64% [2] - Other notable stocks with high upside include Huaibei Mining and Ruoyuchen, with potential increases of 38.20% and 26.89%, respectively [2] - The computer industry is the most favored, with five stocks including Langxin Group and Shensinfeng receiving buy ratings; the pharmaceutical and basic chemical industries also attracted attention with four and three stocks, respectively [2] Institutional Trading - In today's trading, 14 stocks saw net buying from institutions, with Huafeng Technology and Shijia Technology each exceeding 100 million yuan in net purchases [3] - Conversely, 10 stocks experienced net selling, with Dazhihui facing the largest net sell-off of 327 million yuan [3] - Northbound funds saw net buying in 16 stocks, led by Huasheng Tiancheng with a net purchase of 233 million yuan [3][4] Corporate Announcements - Fengshan Group signed a technical development contract with Tsinghua University to collaborate on sodium-ion battery electrolyte and solid-state lithium-ion battery electrolyte projects [5] - Fulian Precision signed a 1.5 billion yuan prepayment agreement with CATL to secure lithium iron phosphate supply and support raw material construction in Jiangxi [5] - Anhui Heli plans to acquire 51% of Jianghuai Heavy Industry for 274 million yuan [6] - Xiaxia Precision intends to invest 30 million yuan in Huaxia Zhuozhi [7] - Dongsoft Group will supply intelligent cockpit domain controllers to a well-known domestic automotive manufacturer, with a total amount of approximately 5.6 billion yuan [8] - Feile Audio has no plans to enter the lithography machine sector or major asset restructuring [9] - Dekeli has received overseas sample orders for silicon-based OCS but has not secured bulk orders from major overseas manufacturers [10] - Hongchang Technology's affiliated robotics company currently has a small order scale and revenue [11] - Wolong Electric Drive reported that its robotics-related products accounted for approximately 2.71% of total revenue in the first half of the year, indicating a low proportion [12]

Market Overview - The three major A-share indices collectively retreated on September 18, with a market turnover of 31,666.43 billion yuan, an increase of over 7,600 billion yuan compared to the previous trading day [1] - More than 1,000 stocks closed higher, with 65 stocks hitting the daily limit [1] Sector Performance - F5G concept, Co-packaged optics (CPO), and copper cable high-speed connections were among the top gainers [2] - Metals such as lead and zinc experienced significant declines [2] Institutional Ratings - A total of 38 buy ratings were issued by institutions today, with 6 stocks showing an upside potential exceeding 20% [3] - The stock with the highest upside potential is Haoneng Co., with a target price of 23.64 yuan, indicating a potential increase of 41.64% [4] - Other notable stocks with high upside potential include Huabei Mining (38.20%) and Ruoyuchen (26.89%) [3][4] Institutional Buying and Selling - In the Dragon and Tiger list, 14 stocks saw net buying, with Huafeng Technology and Shijia Technology each exceeding 100 million yuan in net purchases [5] - Conversely, 10 stocks were net sold by institutions, with Dazhihui facing the highest net sell of 327 million yuan [5] Notable Announcements - Fengshan Group signed a technical development contract with Tsinghua University for sodium-ion battery electrolyte and solid-state lithium-ion battery projects [9] - Fulian Precision signed a 1.5 billion yuan prepayment agreement with CATL to secure lithium iron phosphate supply [9] - Anhui Heli plans to acquire 51% of Jianghuai Heavy Industry for 274 million yuan [9] - Neusoft Group will supply intelligent cockpit domain controllers to a major domestic automotive manufacturer, with a total amount of approximately 5.6 billion yuan [11]

致：香港交易及結算所有限公司 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8月31日 狀態: 新提交 | 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) | 00432 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 4,000,000,000 | HKD | | 0.5 HKD | | 2,000,000,000 | 本月底法定/註冊股本總額： HKD 2,000,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 公司名稱: 盈 ...

PACIFIC CENTURY PREMIUM DEVELOPMENTS LIMITED ＊ (Incorporated in Bermuda with limited liability) （於百慕達註冊成立的有限公司） (Stock Code: 00432) （股份代號：00432） Dear Non-registered Shareholder(s) (Note 1) Pacific Century Premium Developments Limited ("Company") - Notification of Publication of 2025 Interim Report ("Current Corporate Communication") The Current Corporate Communication of the Company (in English and Chinese) is available on the website of the Company at www.pcpd.com and the website of Hong Kong Exchanges and ...

PACIFIC CENTURY PREMIUM DEVELOPMENTS LIMITED ＊ (Incorporated in Bermuda with limited liability) （於百慕達註冊成立的有限公司） The Current Corporate Communication of the Company (in English and Chinese) is available on the website of the Company at www.pcpd.com and the website of Hong Kong Exchanges and Clearing Limited at www.hkexnews.hk ("Website Version"). You may access the Current Corporate Communication by clicking "Financial Reports" under "Investors" on the homepage of the website of the Company. If you have previ ...