Market Performance - The Hong Kong stock market showed resilience, with the Hang Seng Index and the Hang Seng Tech Index recovering from previous declines, closing up by 0.37% and 1.11% respectively [1][2] - The overall market remained stable despite a significant drop in US stocks overnight [1] Sector Performance - Major technology stocks saw gains, with notable increases in shares of Hua Hong Semiconductor (up over 5%) and SenseTime (up over 4%) [4][5] - Semiconductor stocks were active, driven by positive sentiment in the AI-driven storage cycle, with companies like Zhaoyi Innovation reaching new highs [2][7] - Gold stocks surged, led by Chifeng Jilong Gold (up over 9%) and Lingbao Gold (up over 8%), as spot gold prices broke through $4,880 [6][8] Individual Stock Movements - The stock of Skyworth Group soared over 37% after announcing a distribution of shares in Skyworth Photovoltaic and plans for a mainboard listing [16] - Southbound funds recorded a net inflow of HKD 13.93 billion, indicating strong investor interest [19] Future Outlook - Analysts predict that the Hang Seng Index could challenge the 30,000 to 31,000 point range by 2026, as current valuations remain below historical averages [21]

随着境外债务重组方案于2025年底正式生效，历经三年化债攻坚的旭辉控股(00884)，最终成功实现"困境反转"的关键跨 越。 作为行业内率先完成境内外债务重组的民营房企之一，旭辉通过约430亿元人民币的债务削减规模及债权人的高度支持， 不仅为自身筑牢"活下去"的坚实根基，也在当前房地产行业深度调整阶段，为市场化、法治化风险处置提供了可参照的 标杆实践范本。在行业整体承压背景下，此次重组的成功或标志着民营房企正从"风险出清"过渡至"价值重构"的新阶 段。 三年化债攻坚，改善资产负债表 旭辉的债务重组始于2022年11月，彼时房地产行业流动性持续承压，多家民营房企陷入债务困境。面对境内外合计超660 亿元的待重组的信用债务，旭辉并未选择"躺平"，而是主动启动了一场覆盖境内外的全面债务重组攻坚。 截至2025年6月30日，旭辉的归母净资产为64亿元(约合70亿港元)，是少数几家在债务重组前归母净资产仍为正的民营房 企。重组产生的债务削减部分，预计会以重组收益形式进一步增厚归母净资产。结合旭辉境外超300亿元的化债规模测 算，重组后该公司归母净资产有望实现显著提升。当前公司市值不足20亿港元，对应潜在市净率不足0.1 ...

智通财经APP获悉，随着境外债务重组方案于2025年底正式生效，历经三年化债攻坚的旭辉控股(00884)，最终成功实 现"困境反转"的关键跨越。 作为行业内率先完成境内外债务重组的民营房企之一，旭辉通过约430亿元人民币的债务削减规模及债权人的高度支持， 不仅为自身筑牢"活下去"的坚实根基，也在当前房地产行业深度调整阶段，为市场化、法治化风险处置提供了可参照的 标杆实践范本。在行业整体承压背景下，此次重组的成功或标志着民营房企正从"风险出清"过渡至"价值重构"的新阶 段。 三年化债攻坚，改善资产负债表 旭辉的债务重组始于2022年11月，彼时房地产行业流动性持续承压，多家民营房企陷入债务困境。面对境内外合计超660 亿元的待重组的信用债务，旭辉并未选择"躺平"，而是主动启动了一场覆盖境内外的全面债务重组攻坚。 与多数企业侧重于单一市场重组不同，旭辉的方案体现出"全面性"与"差异化"的特点。境外重组涉及本息约81亿美元(约 合567亿元)，通过债转股、削减本金等方式，实现约380亿元债务削减，化债比例达67%；境内公开市场债券重组规模约 100.6亿元，则通过现金回收、债转股、以资抵债等组合安排，预计削减债务超 ...

智通财经APP获悉，截止1月20日收盘，有80只股票创52周新高，其中易通讯集团(08031)、大健康国际 (02211)、四威科技(01202)创高率位于前3位，分别为89.19%、66.22%、28.21%。 52周新高排行 | 加和国际控股(08591) | 0.750 | 0.700 | -14.63% | | --- | --- | --- | --- | | 美联股份(02671) | 5.300 | 5.150 | -13.88% | | 旭辉控股集团(00884) | 0.136 | 0.135 | -13.46% | | 信控国际资本(00993) | 0.108 | 0.100 | -11.50% | | 博雷顿(01333) | 20.580 | 20.360 | -11.01% | | 理士国际(00842) | 0.680 | 0.640 | -8.57% | | 红星冷链(01641) | 9.960 | 9.900 | -6.16% | | 碧桂园(02007) | 0.305 | 0.305 | -6.15% | | 世纪金花(00162) | 0.036 | 0.034 | ...

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： 旭輝控股(集團)有限公司 (於開曼群島註冊成立的有限公司) | | | 第 2 頁 共 6 頁 v 1.3.0 FF305 呈交日期： 2026年1月19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) 00884 | 說明 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 ...

Key Points - Significant inflow of funds into stocks such as JunDa Co., Ltd. (02865), Shandong Molong (00568), and Lion Holdings (02562) over the past five days, with changes in holding ratios of 12.76%, 4.30%, and 4.09% respectively [1] - Conversely, notable outflows were observed in stocks like Huaxia Hengsheng Technology (03088) and GF Securities (01776), with holding ratio changes of -14.20% and -6.92% respectively [1] Inflow Summary - **JunDa Co., Ltd. (02865)**: - Holding ratio change: 12.76% - Cumulative holding ratio: 49.2974% - Net inflow amount: 233.608 million - Net shares bought: 809.38 thousand [2] - **Shandong Molong (00568)**: - Holding ratio change: 4.30% - Cumulative holding ratio: 58.6827% - Net inflow amount: 36.768 million - Net shares bought: 1101.52 thousand [2] - **Lion Holdings (02562)**: - Holding ratio change: 4.09% - Cumulative holding ratio: 51.9135% - Net inflow amount: -35.712 million (indicating outflow) - Net shares bought: 1875.35 thousand [2] - **Weimob Group (02013)**: - Holding ratio change: 2.65% - Cumulative holding ratio: 29.6699% - Net inflow amount: 346.284 million - Net shares bought: 10505.30 thousand [2] - **Zhongqing Co., Ltd. (01855)**: - Holding ratio change: 2.56% - Cumulative holding ratio: 10.3564% - Net inflow amount: 28.986 million - Net shares bought: 2115.60 thousand [2] Outflow Summary - **Huaxia Hengsheng Technology (03088)**: - Holding ratio change: -14.20% - Cumulative holding ratio: 6.07% - Net inflow amount: -0.873 million - Net shares bought: -17.60 thousand [2] - **GF Securities (01776)**: - Holding ratio change: -6.92% - Cumulative holding ratio: 53.4549% - Net inflow amount: 13.941 million - Net shares bought: -66.32 thousand [2] - **Nanjing Panda Electronics (00553)**: - Holding ratio change: -3.35% - Cumulative holding ratio: 46.719% - Net inflow amount: -47.038 million - Net shares bought: -811.60 thousand [2] - **CIFI Holdings Group (00884)**: - Holding ratio change: -3.23% - Cumulative holding ratio: 11.8448% - Net inflow amount: -2.942 million - Net shares bought: -1438.94 thousand [2] - **Hongye Futures (03678)**: - Holding ratio change: -2.34% - Cumulative holding ratio: 58.3444% - Net inflow amount: -31.207 million - Net shares bought: -584.10 thousand [2]

Core Insights - The report highlights significant changes in the stock holdings of various companies under the Hong Kong Stock Connect program, with notable increases and decreases in ownership percentages [1][2][3]. Group 1: Increased Holdings - JunDa Co., Ltd. (02865) saw the largest increase in ownership percentage, rising by 7.34% to a total of 43.86% [2] - Lion Group Holding (02562) experienced a 3.14% increase, bringing its ownership to 50.95% [2] - Shandong Molong Petroleum Machinery (00568) had a 1.84% increase, resulting in a total ownership of 56.21% [2] - Over the last five trading days, JunDa Co., Ltd. (02865) had the highest increase of 15.15%, with a current ownership of 43.86% [4] - Zhejiang Shibao (01057) and Naxin Microelectronics (02676) also saw significant increases of 7.04% and 6.43%, respectively [4] Group 2: Decreased Holdings - Huaxia Hengsheng Technology (03088) faced the largest decrease in ownership, dropping by 12.16% to 8.11% [3][4] - CIFI Holdings Group (00884) saw a reduction of 2.36%, with a current ownership of 12.71% [3] - Green Economy (01315) experienced a decrease of 2.13%, resulting in a total ownership of 3.41% [3] - Over the last five trading days, Huaxia Hengsheng Technology (03088) also had a significant decrease of 12.13% [4] - Other companies like Hang Seng China Enterprises (02828) and GF Securities (01776) also reported notable decreases of 6.01% and 5.68%, respectively [4]

FF305 公司名稱： 旭輝控股(集團)有限公司 (於開曼群島註冊成立的有限公司) 呈交日期： 2026年1月15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 。 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 | 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) | 00884 | 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 | | | | ...

Group 1 - The core point of the news highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2]. - AIA Group Limited (友邦保险-R) and Anta Sports Products Limited (安踏体育-R) both have a short-selling ratio of 100.00%, indicating a high level of bearish sentiment [1][2]. - The top three companies by short-selling amount are Alibaba Group Holding Limited (阿里巴巴-W) with 4.031 billion, Tencent Holdings Limited (腾讯控股) with 2.553 billion, and Alibaba Health Information Technology Limited (阿里健康) with 1.776 billion [1][2]. Group 2 - The top short-selling ratio rankings show that AIA Group Limited (友邦保险-R) leads with a short-selling amount of 1.9534 million and a ratio of 100.00% [2]. - JD.com, Inc. (京东集团-SWR) has a short-selling ratio of 99.19% with a short-selling amount of 0.6316 million, indicating strong market pressure [2]. - The deviation values indicate that JD.com (京东集团-SWR) has the highest deviation at 44.47%, suggesting significant divergence from its historical short-selling average [2].

智通财经APP讯，旭辉控股集团(00884)发布公告，于2026年1月14日，由公司发行的强制性可换股债券 所附转换权获行使而配发及发行15.59亿股股份。 （原标题：旭辉控股集团(00884)因强制性可换股债券所附转换权获行使而发行15.59亿股） ...