格隆汇1月14日丨首程控股(00697.HK)公告，1月14日耗资561.1万港元回购270万股，每股回购价2.07- 2.08港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 首程控股有限公司 呈交日期： 2026年1月14日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件 ...

| 股票名称 | 机构名称 | 性质 | 变动前持股 | 变动后持股 | 持股比 | | --- | --- | --- | --- | --- | --- | | 首程控股 | Shougang Group | 好仓 | 15.80 亿股 | 15.06 亿股 | 17.95%(最新) | | (00697) | Co., Ltd. | | | | 18.83%(前次) | | 狮腾控股 | Alibaba.com | 好仓 | 2351.81 万股 | 1000.06 万股 | 2.18%(最新) | | (02562) | Investment Holding | | | | 5.13%(前次) | | | Limited | | | | | | 狮腾控股 | Alibaba.com | 好仓 | 2351.81 万股 | 1000.06 万股 | 2.18%(最新) | | (02562) | International | | | | 5.13%(前次) | | | (Cayman) Holding | | | | | | | Limited | | | | | | 狮腾控股 | Alibaba.c ...

Group 1 - The Hong Kong stock market is experiencing a surge in share buybacks at the beginning of 2026, with numerous companies signaling positive market sentiment [1] - As of January 5, 2026, 45 Hong Kong companies have disclosed buyback activities, with three companies repurchasing over 10 million HKD [1] - Major sectors involved in the buybacks include property services, internet, and pharmaceuticals, featuring leading companies such as Tencent, Geely, and Country Garden Services [1] Group 2 - Tencent has repurchased shares for two consecutive trading days in 2026, spending approximately 1.271 billion HKD to buy back 2.047 million shares [1] - In 2025, Tencent conducted 130 buybacks totaling 1.53 million shares and over 80 billion HKD, maintaining its position as the "buyback king" in Hong Kong for four consecutive years [1] - Geely has spent 60.3147 million HKD to repurchase 3.42 million shares, with a total buyback plan of 2.3 billion HKD announced previously [1] Group 3 - First Journey Holdings has continued its buyback efforts in 2026, spending approximately 19.9915 million HKD to repurchase about 9.182 million shares [2] - The company has a buyback plan in place to repurchase up to 1 billion HKD worth of shares from November 17, 2025, to December 31, 2028, aiming to enhance long-term value and shareholder returns [2] - Several property service companies, including Country Garden Services and Greentown Services, have actively supported their stock prices through buybacks [2] Group 4 - On December 31, 2025, Weibo announced a share buyback plan authorized for up to 200 million USD within the next 12 months [3] - Cloudtrace has also announced a buyback plan for H-shares, with a maximum amount not exceeding 100 million HKD, with the repurchased shares to be either canceled or held as treasury shares [3]

Core Viewpoint - The humanoid robot industry is transitioning from "technology demonstration" to "commercialization," with Yushu Technology positioned as a leading player in the market, attracting significant attention from capital markets [1][2]. Group 1: Yushu Technology's Listing Logic - Yushu Technology possesses clear technological labels and industry status in the humanoid robot field, with breakthroughs in motion control, integration, and cost control, making its products viable for various applications [2]. - The capital market's focus on Yushu Technology extends beyond the company's growth potential to its role as a valuation anchor for the humanoid robot sector, potentially influencing the pricing logic of the entire industry chain upon its successful listing [2]. Group 2: Overview of Yushu Technology Concept Stocks - Yushu Technology concept stocks can be categorized into two types based on their benefit logic and sustainability: equity or quasi-equity beneficiaries and industry chain collaboration beneficiaries [3]. - The first category includes companies that hold direct or indirect equity in Yushu Technology, benefiting from capital appreciation post-listing, while the second category consists of companies that may receive ongoing orders as Yushu Technology's products scale up [3]. - The key to the industry chain concept lies in the "real supply ratio" and "sustainability," where only clear supply relationships and quantifiable revenue contributions can support long-term valuation appreciation [3]. Group 3: Beneficiary Paths and Analysis Matrix - The first category of beneficiaries includes companies like Shoucheng Holdings and Juxing Technology, which have direct equity ties to Yushu Technology, while the second category includes suppliers like Changsheng Bearing and Baotong Technology, which have confirmed orders [4][5]. - Investors should focus on the certainty of benefits, with a tiered approach: the first tier includes direct asset revaluation companies, the second tier includes verified business collaborators, and the third tier includes industry leaders benefiting from overall market growth [6][7]. Group 4: Shoucheng Holdings as a Central Beneficiary - Shoucheng Holdings is positioned as a central beneficiary in the Yushu Technology listing logic, having made early and sustained strategic investments in Yushu Technology, with a significant shareholding [6]. - The company benefits from three unique logic paths: direct equity value revaluation post-listing, thematic valuation premiums in the market, and long-term synergy from its "capital + scene" platform as Yushu Technology commercializes [7][8]. Group 5: Investment Strategy and Market Monitoring - Investors should prioritize companies with clear equity relationships or those with substantial orders, while remaining cautious of companies relying heavily on market sentiment rather than actual performance [8]. - Continuous monitoring of Yushu Technology's listing progress and related company announcements is crucial for navigating this thematic investment landscape [8].

Summary of Key Points Core Viewpoint - On January 2, 35 Hong Kong-listed companies conducted share buybacks, totaling 18.2843 million shares and an aggregate amount of HKD 693 million [1]. Group 1: Share Buyback Details - Tencent Holdings repurchased 1.029 million shares for HKD 635.81 million, with a maximum price of HKD 624.00 and a minimum price of HKD 600.50, accumulating HKD 635.81 million for the year [1]. - First Capital Holdings repurchased 9.182 million shares for HKD 19.99 million, with a maximum price of HKD 2.19 and a minimum price of HKD 2.13, accumulating HKD 19.99 million for the year [1]. - HAP Pharmaceutical-B repurchased 0.5 million shares for HKD 6.01 million, with a maximum price of HKD 12.12 and a minimum price of HKD 11.78, accumulating HKD 6.01 million for the year [1]. Group 2: Other Notable Buybacks - Country Garden Services repurchased 0.816 million shares for HKD 4.94 million, with a maximum price of HKD 6.08 and a minimum price of HKD 6.02, accumulating HKD 4.94 million for the year [1]. - China Heart and Heart Fertilizer repurchased 0.424 million shares for HKD 3.81 million, with a maximum price of HKD 9.18 and a minimum price of HKD 8.81, accumulating HKD 3.81 million for the year [1]. - Jieli Trading Treasure repurchased 2 million shares for HKD 3.06 million, with a maximum price of HKD 1.57 and a minimum price of HKD 1.48, accumulating HKD 3.06 million for the year [1].

格隆汇1月2日丨首程控股(00697.HK)公告，1月2日耗资1999.2万港元回购918.2万股，每股回购价2.13- 2.19港元。 ...

Group 1 - The company, First Journey Holdings (00697), announced a share buyback plan on January 2, 2026, involving an expenditure of HKD 19.9915 million [1] - The company will repurchase a total of 9.182 million shares at a price range of HKD 2.13 to HKD 2.19 per share [1]

首程控股(00697)发布公告，于2026年1月2日，该公司斥资1999.15万港元回购918.2万股股份，每股回购 价格为2.13-2.19港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 首程控股有限公司 呈交日期： 2026年1月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...