Market Overview - The Hong Kong stock index experienced a "V" shaped movement, with the Hang Seng Index rising by 0.2% to 26,830.23 points, while the Hang Seng Tech Index fell by 1.32% to 5,453.46 points [1] - Major technology stocks declined, with Alibaba down 1.78%, Tencent down 3.09%, and JD Group down 0.45% [1] - Commercial aerospace stocks saw significant gains, with Asia Pacific Satellite rising over 9% [1] - Chinese brokerage stocks weakened, with CICC falling over 2% [1] - Gold and silver stocks rebounded, with WanGuo Gold rising over 6% and Luoyang Molybdenum up over 4% [1] Company News - Cloud Factory (02512.HK) secured a contract for the second phase of an AI industrial base project valued at RMB 520 million [2] - ZTE Corporation (00763.HK) plans to invest RMB 117 million in the Jianxing Zhanlu Fund to support innovation businesses and related industries [2] - XPeng Motors (09868.HK) delivered 20,011 new vehicles in January [3] - Laijin Entertainment (08172.HK) received authorization from Ant Group to become an official service provider for "Ant Treasure Box" [4] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry [5] - Universal Medical (02666.HK) plans to issue corporate bonds totaling up to RMB 1 billion [6] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [7] - China Merchants Jinling (00978.HK) reported a contract sales total of approximately RMB 32.308 billion for 2025, a year-on-year decrease of 23.91% [8] - Junsheng Tai Pharmaceutical (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its focus on cardiovascular and metabolic diseases [8] Institutional Insights - Huatai Securities noted a significant pullback in A-shares and Hong Kong stocks, driven by the "Wall Street" trading sentiment, leading to liquidity pressure [9] - The adjustment is seen as more technical and emotional, with a positive medium-term outlook for Chinese assets [9] - Galaxy Securities highlighted ongoing geopolitical risks and a decrease in expectations for Fed rate cuts, predicting continued volatility in Hong Kong stocks [9] - Recommended sectors include technology, energy, precious metals, and consumer stocks, which are expected to rebound as consumption policies increase ahead of the Spring Festival [9] - Huatai Securities indicated that the sentiment index has shifted from panic to optimism, suggesting that current volatility may persist but is more likely to be a pullback rather than a reversal [10]

Company News - China Merchants Jinling (00978.HK) reported a total contract sales of approximately 32.308 billion yuan for 2025, representing a year-on-year decrease of 23.91% [2] - ZTE Corporation (00763.HK) plans to invest 117 million yuan to subscribe to shares of Jianxing Zhanlu Fund, which aims to support a broader range of innovative businesses and upstream and downstream industry chain enterprises [2] - Cloud Factory (02512.HK) announced that its subsidiary won a bid for the second phase of the artificial intelligence industry base project, with a contract value of 520 million yuan [2] - XPeng Motors-W (09868.HK) delivered 20,011 new vehicles in January [3] - La Jiao Network Entertainment (08172.HK) announced that its subsidiary, La Jiao Zhongbo, received authorization from Ant Group to become the "official service provider" for "Ant Treasure Box" [3] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry through its subsidiary Hebei Linmu [3] - Global Medical (02666.HK) plans to issue corporate bonds with a total principal amount not exceeding 1 billion yuan [3] - Junsheng Tai Pharmaceutical-B (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its layout in chronic kidney and metabolic diseases (CKM) [3] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [3] Financing and Buyback Activities - Junda Co., Ltd. (02865.HK) completed a placement of 18.682 million shares, raising approximately 398 million HKD [4] - Xiaomi Group-W (01810.HK) repurchased 6 million shares for a total of 209 million HKD, with repurchase prices ranging from 34.54 to 35.00 HKD [4] - Country Garden Services (06098.HK) repurchased 1.8 million shares for a total of 11.346 million HKD, with repurchase prices between 6.26 and 6.35 HKD [5] - Vitasoy International (00345.HK) repurchased 1.682 million shares for a total of 11.7363 million HKD, with repurchase prices between 6.89 and 7 HKD [6] - Aikang Medical (01789.HK) plans to use up to 150 million HKD for share buybacks [7]

Core Viewpoint - Blue River Holdings (00498.HK) has signed a cooperation framework agreement with Wuhan Energy Reserve Operation Investment Co., Ltd. to explore resource-sharing platforms and collaboration in various sectors, particularly focusing on LNG storage and operations [1] Group 1: Cooperation Areas - The agreement aims to enhance cooperation in LNG storage facility construction and operations, facilitating the "Sea Gas into River" project [1] - The collaboration will leverage the Yangtze River Golden Waterway to establish an internal transportation route for imported LNG, along with supporting infrastructure and coal trading [1] - The initiative seeks to improve the upstream and downstream supply chain, generating synergistic effects [1]

Core Viewpoint - Blue River Holdings (00498) has entered into a non-binding cooperation framework agreement with Wuhan Energy Reserve Operation Investment Co., Ltd. to explore resource sharing and collaboration in various sectors, particularly focusing on LNG storage and coal trading [1] Group 1: Cooperation Areas - The cooperation will involve the construction and operation of LNG storage facilities [1] - The initiative aims to facilitate the "Gas from Sea to River" project, leveraging the Yangtze River as a key transportation route for imported LNG [1] - The collaboration will also focus on enhancing the upstream and downstream supply chain to create synergistic effects [1]

Core Viewpoint - Blue River Holdings (00498) has entered into a non-binding cooperation framework agreement with Wuhan Energy Reserve Operation Investment Co., Ltd. to explore resource-sharing platforms and collaboration in various sectors, particularly focusing on LNG storage and operations [1] Group 1: Cooperation Areas - The cooperation will involve the construction and operation of LNG storage facilities [1] - The initiative aims to facilitate the "sea gas into river" project, leveraging the Yangtze River as a key transportation route for imported LNG [1] - The collaboration will also encompass supporting projects and coal trading to enhance the upstream and downstream supply chain, generating synergistic effects [1]

Blue River Holdings Limited 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 分 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。 藍 河 控 股 有 限 公 司 合作框架協議 董 事 局 欣 然 宣 佈 ， 於 2026 年 2 月 2 日 ， 本 公 司 與 武 漢 能 源 儲 備 運 營 投 資 有 限 公 司（「 能 儲 投 公 司 」）已 訂 立 不 具 法 律 約 束 力 的 合 作 框 架 協 議（「 合 作 框 架 協 議」），據此，雙方應探討深化有關以下領域的資源共享平台和合作的領域並 打 造 合 作 樞 紐 ：（ 其 中 包 括 ）液 化 天 然 氣（「 LNG 」）儲 氣 庫 建 設 及 運 營 ， 承 接 「海氣進江」，依託長江黃金水道打通進口LNG內輸調道，配套工程及煤炭貿 易，以至完善上下游的供應鏈，產生協同效應（ ...

公司名稱: Blue River Holdings Limited 藍河控股有限公司 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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 呈交日期: 2026年2月2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) | 00498 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 | HK ...

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: Blue River Holdings Limited 藍河控股有限公司 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 呈交日期: 2026年1月2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) | 00498 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,0 ...

（於百慕達註冊成立之有限公司） （Stock Code 股份代號：498） NOTIFICATION LETTER 通知信函 23 December 2025 Blue River Holdings Limited 藍河控股有限公司 (Incorporated in Bermuda with limited liability) Dear Non-Registered Holder(s) (Note 1) , Blue River Holdings Limited (the "Company") — Notice of publication of Interim Report (the "Current Corporate Communication(s)") The English and Chinese versions of the Company's Current Corporate Communication(s) are now available on the Company's website at www.blueriverholdings.com.hk and the website ...

Blue River Holdings Limited 藍河控股有限公司 (Incorporated in Bermuda with limited liability) （於百慕達註冊成立之有限公司） （Stock Code 股份代號：498） NOTIFICATION LETTER 通知信函 23 December 2025 It is the responsibility of registered shareholders to provide a functional email address. If you have not provided your email address to the Company or if you need to update your email address, the Company recommends you to provide your email address by completing and signing the enclosed Reply Form and returning to the Branch Share Registrar ...