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11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: 微創醫療科學有限公司 呈交日期: 2025年12月3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) | 00853 | 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 | USD | | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.00001 | USD | | 50,000 | 本月底法定/註冊股本 ...

Core Viewpoint - Southbound funds have significantly increased their holdings in MicroPort Scientific Corporation (00853.HK), indicating strong investor interest and confidence in the company's performance [1]. Group 1: Southbound Fund Holdings - On December 1, southbound funds increased their holdings by 361,100 shares [2]. - Over the past five trading days, there were four days of net increases, totaling 6,722,700 shares [1]. - In the last 20 trading days, there were 11 days of net increases, amounting to 9,681,000 shares [1]. - As of now, southbound funds hold 899 million shares of MicroPort, representing 47.01% of the company's total issued ordinary shares [1]. Group 2: Trading Data Summary - On December 1, total shares held were 266.8 million, with a change of 361,100 shares, reflecting a 0.04% increase [2]. - On November 28, total shares held were 266.8 million, with a change of 1,550,400 shares, reflecting a 0.17% increase [2]. - On November 27, total shares held were 898 million, with a change of 4,000,100 shares, reflecting a 0.45% increase [2]. - On November 26, total shares held were 894 million, with a change of 1,115,800 shares, reflecting a 0.13% increase [2]. - On November 25, total shares held were 892 million, with a change of -304,700 shares, reflecting a -0.03% decrease [2]. Group 3: Company Overview - MicroPort Scientific Corporation is primarily engaged in the sales, production, research, and development of medical devices [2]. - The company operates through eight divisions, including cardiovascular intervention, orthopedic medical devices, cardiac rhythm management, vascular intervention, neurointervention, structural heart disease, surgical robotics, and surgical medical devices [2].

Group 1 - The 2025 Analyst Conference and the 7th Sina Finance "Golden Unicorn" Best Analyst Awards Ceremony were held in Shanghai, gathering over 300 industry experts to discuss future opportunities in the Chinese capital market [1] - The top honor for the 7th Sina Finance Golden Unicorn Elite Analyst in the innovative drug sector was awarded to the Zheshang Securities research team, led by Chief Analyst Wu Tianhao [1] Group 2 - The strategy for the high-value consumables sector in 2026 indicates optimism due to policy optimization, with expectations for revenue recovery and new product launches [2] - The medical device sector is expected to see performance recovery driven by the resumption of in-hospital bidding and the "Belt and Road" initiative, despite a decline in profit in the first three quarters of 2025 [2] - The home medical sector is anticipated to regain growth, supported by overseas expansion and recovery in revenue and profit growth in 2025 [2] Group 3 - Investment recommendations include high-value consumables companies with cleared procurement risks and new product launches, such as Microelectrophysiology, Aikang Medical, and Weikang Medical [3] - Medical device and home medical companies expected to see steady revenue growth include Mindray Medical, Meihua Medical, and Yuyue Medical, among others [3]

Group 1 - Hong Kong's Hang Seng Index fell by 0.24%, down 61 points, closing at 25,884 points, while the Hang Seng Tech Index rose by 0.11% [1] - Pop Mart (09992) surged over 4%, leading the blue-chip stocks in the Hang Seng Index, supported by government encouragement for trendy toy consumption as the traditional sales season approaches [2] - GAC Group (02238) increased by over 12% following the full delivery of its Aion UT super model and the establishment of a solid-state battery production line [3] Group 2 - Zijin Mining International (02259) rose over 2% as its mining output increased, entering a growth phase in the coming years [4] - Dongyue Group (00189) saw a 4.62% increase, with institutions indicating strong demand for lithium batteries and potential price hikes for PVDF [5] - MicroPort Medical (00853) gained 5% as JPMorgan increased its stake by over HKD 900 million, with Bank of America expressing optimism about its surgical robot business [6] Group 3 - Bole Technology (02592) surged by 12.8% after its core product CBT-009 received patents in Japan and Europe [7] - Cambridge Technology (06166) rose over 4%, with expectations of significant shipments of its 1.6T optical modules in Q1 2026 [8] - Hezhima Intelligent (02533) and Joyson Electronics (00699) both increased by over 4% as they collaborate on a multi-chip platform for robotic domain control products [9] Group 4 - New stock Haiwei Co., Ltd. (09609) debuted with a 15% drop, being the second-largest capacitor film manufacturer in China [10] Group 5 - Food and Beverage ETF (Product Code: 515170) experienced a decline of 1.37% over the past five days, with a PE ratio of 20.73 times and a net redemption of HKD 1.719 million [12] - Gaming ETF (Product Code: 159869) rose by 4.31% over the past five days, with a PE ratio of 36.47 times and a net redemption of HKD 74.789 million [12] - Sci-Tech 50 ETF (Product Code: 588000) fell by 1.21% over the past five days, with a high PE ratio of 147.81 times and a net redemption of HKD 1.54 billion [12]

Group 1 - MicroPort Medical (0853.HK) saw a rise of over 5%, reaching HKD 11.36, with a total market capitalization of HKD 21.655 billion [1] - According to the Hong Kong Stock Exchange, JPMorgan increased its stake in MicroPort Medical by acquiring 89.0604 million shares at an average price of HKD 10.4413 per share on November 24, totaling approximately HKD 930 million [1] - Bank of America Securities reaffirmed a "Buy" rating for MicroPort Medical, citing attractive risk-reward dynamics and a diversified high-value consumables product portfolio, with surgical robotics expected to be a key growth driver [1] Group 2 - The company is projected to achieve profitability by the first half of 2026, with revenue forecasts for 2026 to 2034 adjusted upward by 0.1% to 1.5% [1] - The target price for MicroPort Medical has been slightly increased from HKD 16.8 to HKD 17 [1]

Group 1 - MicroPort Medical (00853.HK) saw a morning increase of over 4%, currently up 4.53% at HKD 11.3 [1] - The trading volume reached HKD 80.5031 million [1]

Core Viewpoint - MicroPort Medical's stock rose over 4% following a significant share purchase by JPMorgan, indicating strong investor confidence and potential growth in the company's operations [1] Group 1: Stock Performance - MicroPort Medical (00853) saw its stock increase by 4.53%, reaching HKD 11.3, with a trading volume of HKD 80.5 million [1] Group 2: Shareholder Activity - On November 24, JPMorgan increased its holdings in MicroPort Medical by 89.06 million shares, valued at approximately HKD 930 million [1] - Following this purchase, JPMorgan's total shareholding rose to 276 million shares, increasing its ownership percentage from 9.79% to 14.44% [1] Group 3: Analyst Ratings and Future Outlook - Bank of America reiterated a "Buy" rating for MicroPort Medical, citing attractive risk-reward dynamics [1] - The company has a diversified portfolio of high-value consumables, with the surgical robotics segment expected to contribute 19% of total revenue by 2034 [1] - It is anticipated that the major shareholder, Shanghai United Assets and Equity Exchange, may provide financial and operational support, while the company is addressing liquidity concerns and aims to achieve profitability by the first half of 2026 through cost control and divesting non-core assets [1]

Core Viewpoint - MicroPort Medical (00853) saw a significant stock increase of over 4%, closing at HKD 11.3 with a trading volume of HKD 80.5 million, following news of JPMorgan's substantial share acquisition [1] Group 1: Shareholder Activity - JPMorgan increased its stake in MicroPort Medical by acquiring 89.06 million ordinary shares, valued at approximately HKD 930 million [1] - Post-acquisition, JPMorgan's total shareholding rose to 276 million shares, increasing its ownership percentage from 9.79% to 14.44% [1] Group 2: Analyst Ratings and Future Outlook - Bank of America Securities reiterated a "Buy" rating for MicroPort Medical, citing attractive risk-reward dynamics [1] - The company has a diversified portfolio of high-value consumables, with the surgical robotics segment expected to be a key growth driver, projected to contribute 19% of total revenue by 2034 [1] - It is anticipated that MicroPort Medical's major shareholder, Shanghai United Imaging Healthcare, may provide financial and operational support, while the company is addressing liquidity concerns and aims to achieve profitability by the first half of 2026 through cost control and divesting non-core assets [1]

Core Insights - JPMorgan Chase & Co. increased its stake in MicroPort Scientific Corporation (00853.HK) by acquiring 89.0604 million shares at an average price of HKD 10.4413 per share, totaling approximately HKD 930 million [1] - Following this acquisition, JPMorgan's total holdings in MicroPort rose to 276,377,550 shares, increasing its ownership percentage from 9.79% to 14.44% [1] Company Summary - MicroPort Scientific Corporation is a publicly listed company on the Hong Kong Stock Exchange, identified by the stock code 00853 [2] - The recent transaction indicates a significant investment by JPMorgan, reflecting confidence in MicroPort's future performance and potential growth [1][2]

香港联交所最新数据显示，11月24日，摩根大通增持微创医疗(00853)8906.0433万股，每股作价10.4413 港元，总金额约为9.3亿港元。增持后最新持股数目约为2.76亿股，持股比例为14.44%。 ...