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 公司名稱: 力勁科技集團有限公司 呈交日期: 2025年10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) | 00558 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 HKD | | 300,000,000 | 本月底法定/註冊股本總額： HKD 300,000,0 ...

Core Viewpoint - The casting machine industry in China is rapidly developing, becoming one of the world's leading manufacturing countries, driven by stricter environmental policies and upgraded market demands [1][3]. Industry Definition and Classification - Casting machines are mechanical devices used in the casting production process, including various processes such as molding, core making, box assembly, pouring, and cleaning [2]. Industry Development Status - In 2024, China's casting machine production is expected to reach 72,012 units, an increase of 1,061 units from 2023; demand is projected at 66,550 units, up by 1,138 units; and the market size is estimated at 48.607 billion yuan, an increase of 1.126 billion yuan from 2023. By 2025, production is anticipated to reach 73,250 units, demand 67,800 units, and market size 50 billion yuan [1][3]. Industry Trade - In 2024, China is expected to import 189 casting machines valued at 558 million yuan and export 0.57 units valued at 2.545 billion yuan [4]. Industry Chain - The upstream of the casting machine industry includes raw materials like steel, cast iron, copper, and non-metal materials, while the midstream involves R&D and manufacturing of casting machines. The downstream users span various sectors, including automotive, aerospace, rail transportation, energy equipment, and construction [4]. Development Environment - Related Policies - The casting industry is crucial for national economic development and defense. The Chinese government has implemented several policies to promote the high-quality development of the casting and forging industry, emphasizing the importance of mastering key technologies and equipment manufacturing [5]. Competitive Landscape - The Chinese casting machine industry is characterized by a large number of small and medium-sized enterprises, leading to intense competition. The market shows a trend of "head concentration and regional aggregation," with international giants like Bühler, Fuchs, and Italpresse dominating the high-end market, while domestic leaders like Lijin Technology and Yizhiming lead the mid-to-high-end market [5][6]. Representative Enterprises - Lijin Group is the world's largest manufacturer of die-casting machines, with projected revenue of 5.825 billion HKD and a net profit of 350 million HKD in 2024 [6]. - Yizhiming specializes in high polymer materials and metal forming, with a projected revenue of 893 million yuan from die-casting machines in 2024, accounting for 17.65% of total revenue [7]. Industry Development Trends - The performance of casting machines directly impacts the quality, efficiency, and cost of castings, driving the industry towards higher efficiency, greener practices, and more intelligent and diversified solutions [8].

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，概不就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。 本公司所有董事（即張俏英女士、劉卓銘先生、謝小斯先生、劉紹濟博士、呂明華博士， PhD，銀紫荊星章，太平紳士及陸東先生）均親身出席股東週年大會。 本公司之香港股份過戶登記分處香港中央證券登記有限公司於股東週年大會上擔任投票 表決之監票人。 | | 普通決議案 | | 票數 | | | --- | --- | --- | --- | --- | | | | | （概約百分比） | | | | | | 贊成 | 反對 | | 1 | | 省覽、考慮及採納截至二零二五年三月三十一 | 870,023,844 | 25,000 | | | | 日止年度的經審核財務報表及本公司董事 （「董事」）會與核數師報告。 | (99.997127%) | (0.002873%) | | 2 | 宣派末期股息。 | | 870,048,844 | 0 | | | | | (100.000000%) | (0.000000%) ...

Core Viewpoint - Liken Technology (00558) has initiated a strategic collaboration with four companies specializing in magnesium alloy and humanoid robot development, aiming to advance the joint research project on magnesium alloy humanoid robots, which is expected to revolutionize both weight reduction and manufacturing efficiency in robotics [1] Group 1: Company Developments - Liken Technology's stock surged over 13% in late trading, currently up 10.33% at HKD 5.98, with a trading volume of HKD 646 million [1] - The joint research project will focus on overcoming key technical challenges such as magnesium alloy shell forming, process optimization, and lightweight structural design [1] Group 2: Industry Insights - According to Zhongtai Securities, lightweight materials are crucial for enhancing the endurance and response speed of robots, with magnesium-aluminum alloys being ideal due to their low density and high strength [1] - Everbright Securities highlighted that lightweighting has become an irreversible trend in the automotive industry, with magnesium alloys playing a significant role in electric drive systems, and the demand for magnesium alloys in humanoid robots is also increasing [1] - The semi-solid magnesium alloy injection molding machine is expected to open new growth opportunities for companies in this sector [1]

Core Viewpoint - Liken Technology (00558) has initiated a strategic collaboration with four companies specializing in magnesium alloys and humanoid robot development, aiming to revolutionize the lightweight structure and manufacturing efficiency of robots [1] Company Summary - Liken Technology's stock rose over 13% and is currently trading at 5.98 HKD with a transaction volume of 646 million HKD [1] - The company has signed a strategic cooperation agreement to kick off a joint research and development project focused on magnesium alloy humanoid robots [1] - A joint research center will be established to tackle key technological challenges such as magnesium alloy shell forming, process optimization, and lightweight structural design [1] Industry Summary - Lightweight design is crucial for enhancing the endurance and response speed of robots, with magnesium-aluminum alloys being ideal materials due to their low density and high strength [1] - The automotive industry is increasingly adopting lightweight materials, with magnesium alloys playing a significant role in electric drive systems, indicating a growing demand in the humanoid robot sector as well [1] - The semi-solid magnesium alloy injection molding machine is expected to open new growth opportunities for companies in this field [1]

Core Viewpoint - The robotics sector is experiencing a significant surge in stock prices, driven by positive performance in the first half of 2025 and accelerating commercialization of robotics technology [1] Group 1: Stock Performance - Companies such as 德昌电机控股 (Dah Chong Hong Holdings) saw an increase of 11.56%, reaching 30.1 HKD; 微创机器人-B (MicroPort Robotics) rose by 9.32% to 24.4 HKD; 力劲科技 (LKE) increased by 8.86% to 5.9 HKD; 极智嘉-W (Geek+) gained 7.18% to 23 HKD; 首程控股 (Shou Cheng Holdings) rose by 6% to 2.12 HKD; 优必选 (UBTECH) increased by 4.19% to 104.5 HKD [1] Group 2: Industry Insights - Guojin Securities reported that nearly 90% of companies in the robotics sector achieved profitability in the first half of 2025 and Q2, indicating a positive trend in core business performance [1] - The speed of technological iteration in robotics is accelerating, with significant marginal changes in components such as motors and reducers [1] - The commercialization of robotics has progressed rapidly in the first half of the year, with a notable expansion in order scale [1] Group 3: Future Outlook - The focus for the second half of the year will be on new technology iterations and the component ticket pricing market, particularly in relation to the supply chains of Tesla, Zhiyuan, and Huawei [1] - Tesla's supply chain is expected to quickly transition into small-batch production, with Q2 performance meetings reaffirming its mass production plans, suggesting a restart of the supply chain after a brief pause [1] - The second half of the year will see the gradual implementation of various segments within the supply chain [1]

呈交日期: 2025年9月1日 I. 法定/註冊股本變動 致：香港交易及結算所有限公司 公司名稱: 力勁科技集團有限公司 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) | 00558 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.1 | HKD | | 300,000,000 | 本月底法定/註冊股本 ...

Market Performance - The Hong Kong stock market indices continued to rise, with the Hang Seng Index up 1.23% to 25,077.62 points, the Tech Index up 4.06% to 5,674.31 points, and the China Enterprises Index up 0.73% to 8,947.79 points [2] - The Hang Seng Index has seen a cumulative increase of over 13% since its rise began in May, despite a volatile performance in August [3] Reasons for Underperformance - Compared to A-shares, the Hang Seng Index's performance has lagged, with the Shanghai Composite and ChiNext rising 7.97% and 15.32% respectively [5] - Key reasons for the underperformance include: - Liquidity issues, with the Hibor rate rising sharply from near zero to nearly 3%, tightening liquidity in the Hong Kong banking sector [5] - Continuous downward revisions in earnings forecasts, with the 2025 earnings expectation for the Hang Seng Index down to -1.4% and nearly 60% of constituent stocks facing earnings downgrades [5] - A decline in the AH premium below 125%, reducing the attractiveness of Hong Kong stocks for dividend-seeking investors [5] Notable Stock Performances - Dongfeng Motor Group (00489.HK) led the market with an 88.04% increase, attributed to its subsidiary Lantu Motors' upcoming listing and the company's privatization [6] - LiJin Technology (00558.HK) rose 69.94% after signing strategic cooperation agreements for a magnesium alloy humanoid robot project [6] - Rongchang Bio (09995.HK) increased by 62.77% following positive clinical trial results for its core product [6] - Gold stocks like Lingbao Gold (03330.HK) and China Gold International (02099.HK) saw increases of 15.46% and 61.48% respectively, benefiting from rising international gold prices [6] Sector Highlights - Cryptocurrency stocks performed well, with notable increases in Guotai Junan International (01788.HK) and Huajian Medical (01931.HK) [8][9] - Pharmaceutical stocks gained attention, with WuXi Biologics (02269.HK) and WuXi AppTec (02359.HK) rising 6.96% and 6.52% respectively [10][11] - Gold stocks were boosted by favorable market conditions, with Lingbao Gold and others seeing significant gains [12][13] - Lithium battery stocks benefited from supply concerns and industry signals aimed at reducing competition, with TianNeng Power (00819.HK) rising 10.79% [14][15] Weak Performances - The film and entertainment sector saw declines, with major players like DaMai Entertainment (01060.HK) and Huayi Brothers (5.48.HK) experiencing significant drops [18][19] - Shipping stocks also performed poorly, with COSCO Shipping Holdings (01919.HK) reporting a decrease in profits amid weak demand [20] Individual Stock Movements - ZhiZi Cheng Technology (09911.HK) surged nearly 20% after reporting a 40% increase in revenue for the first half of the year [22][23] - China Nonferrous Mining (01258.HK) rose 8.37% with a 20.2% increase in net profit despite a revenue decline [24]

Group 1 - The core point of the article highlights that Lijin Technology (00558) experienced a significant stock price drop of 7.94%, trading at 5.68 HKD per share with a transaction volume of 24.83 million HKD as of 09:30 on August 25 [1] - Lijin Technology Group Limited focuses on the design and manufacturing of die-casting machines, operating through three main segments: manufacturing and sales of hot chamber and cold chamber die-casting machines, manufacturing and sales of injection molding machines and related accessories, and manufacturing and sales of CNC machining products and accessories [1] Group 2 - As of the 2024 annual report, Lijin Technology reported total revenue of 5.375 billion RMB and a net profit of 323 million RMB [2]

Core Viewpoint - LKK Technology (00558) experienced a 2.63% increase in stock price, reaching HKD 7.03 per share with a trading volume of HKD 4.97 billion as of 13:06 on August 19 [1]. Group 1: Company Overview - LKK Technology Group Limited focuses on the design and manufacturing of die-casting machines, operating through three main segments: manufacturing and sales of hot chamber and cold chamber die-casting machines, manufacturing and sales of injection molding machines and related components, and manufacturing and sales of CNC machining products and accessories [1]. Group 2: Financial Performance - As of the 2024 annual report, LKK Technology reported total revenue of HKD 5.375 billion and a net profit of HKD 323 million [2].