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： 快手科技（於開曼群島註冊成立以不同投票權控制的有限公司） 呈交日期： 2025年9月30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 | 不同投票權架構公司普通股 | 股份類別 | B | | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01024 | 說明 | | | | | | | | | 多櫃檯證券代號 | 81024 | RMB 說明 | | | | | | | | | A. 已發行股份或庫存股份變動 ...

Core Insights - On September 30, 2025, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) were the top three companies by trading volume in the southbound trading of the Stock Connect, with trading amounts of 8.849 billion, 4.310 billion, and 3.283 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), SMIC (00981), and Xiaomi Group-W (01810) also led the trading volume, with amounts of 5.056 billion, 3.306 billion, and 2.030 billion respectively [1] Southbound Trading Highlights - **Top Active Companies in Southbound Trading (Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 8.849 billion, net inflow of 1.509 billion - SMIC (00981): Trading amount of 4.310 billion, net inflow of 0.656 billion - Tencent Holdings (00700): Trading amount of 3.283 billion, net inflow of 0.811 billion - Xiaomi Group-W (01810): Trading amount of 3.092 billion, net inflow of 0.716 billion - Huahong Semiconductor (01347): Trading amount of 2.642 billion, net inflow of 0.231 billion [2] - **Top Active Companies in Southbound Trading (Shenzhen-Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 5.056 billion, net inflow of 2.120 billion - SMIC (00981): Trading amount of 3.306 billion, net outflow of 0.423 billion - Xiaomi Group-W (01810): Trading amount of 2.030 billion, net inflow of 0.339 billion - Huahong Semiconductor (01347): Trading amount of 1.961 billion, net inflow of 0.704 billion - Tencent Holdings (00700): Trading amount of 1.400 billion, net inflow of 0.323 billion [2]

Group 1 - Southbound funds net purchased Hong Kong stocks worth 15.48 billion HKD today [1] - Notable net purchases include Alibaba-W at 3.629 billion HKD, Tracker Fund at 1.433 billion HKD, and Xiaomi Group-W at 1.055 billion HKD [1] - Southbound funds have continuously net purchased Alibaba for 28 days, totaling 78.98389 billion HKD [1] Group 2 - Southbound funds have net purchased Xiaomi for 3 consecutive days, totaling 2.65616 billion HKD [1] - Other significant net purchases include Hua Hong Semiconductor at 934 million HKD, Kuaishou-W at 622 million HKD, and SMIC at 613 million HKD [1]

Core Viewpoint - Kuaishou is enhancing its commercial ecosystem and organizational capabilities through a restructuring of its existing commercial system to better serve merchants and seize future growth opportunities [2][3]. Group 1: Organizational Changes - Kuaishou announced an upgrade to its commercial organization, restructuring its e-commerce, local services, and commercialization teams to improve clarity in business objectives, consistency in strategies, focused resource allocation, and agile collaboration [2]. - The local life division has been renamed to the life services division, integrating local life business with lead advertising operations [2][3]. - Liu Xiao has been appointed as the head of the life services division, reporting to senior vice president Wang Jianwei, indicating a focus on enhancing local business collaboration within Kuaishou's commercial ecosystem [3]. Group 2: Business Integration and Efficiency - The restructuring aims to merge the primary demands of merchant operations and marketing investments, providing a comprehensive, one-stop service through the life services division [3]. - The integration of e-commerce and internal advertising operations is expected to create a closed-loop capability of "traffic-transaction-advertising conversion-merchant service," improving traffic distribution efficiency and balancing user experience, merchant growth, and commercial monetization [3][4]. - The commercial division will support advertising capabilities while focusing on content consumption, comprehensive platforms, brand marketing, and Kuaishou Alliance, fostering a more agile collaborative model [4]. Group 3: Leadership Changes - The announcement included that Xiao Gu will no longer lead the local life division and will transition to a business consultant role, with appreciation expressed for his contributions [4]. - CEO Cheng Yixiao acknowledged Xiao Gu's significant role in building the e-commerce team and achieving notable growth in GMV and user scale since joining the company in 2019 [4].

【#快手本地生活事业部更名# 为生活服务事业部，#笑古卸任负责人# 】 公告还显示，原商业化事业部下内循环产品、运营、销售等相关行业团队，则调整到电商事业部。本次 调整后，商业化事业部将为平台做好广告中台能力的支撑，同时聚焦发展内容消费、综合平台、品牌营 销、聚星、快手联盟等业务。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 公开资料显示，刘逍2020年加入快手，前后担任内容运营中心、房产和招聘业务中心、商业化外循环和 基础产品部、快手内容消费和线索广告产品部、快手联盟产品部多个业务负责人。 快手CEO程一笑通过署名的全员邮件向员工宣布了笑古卸任的消息，并表示对其所做出的贡献表示感 谢。 新京报贝壳财经讯（记者韦英姿）9月30日，快手发布公告，决定对现有商业体系相关组织进行迭代升 级，对原商业化、本地、电商团队的相关业务进行重构。本次调整中，本地生活事业部正式更名为生活 服务事业部。本地生活业务将与线索广告业务整合，原商业化事业部下线索广告相关的行业团队、产品 团队及相关中台团队调整至生活服务事业部下 ...

每经记者｜王郁彪 每经编辑｜张海妮 原商业化事业部下内循环产品、运营、销售等相关行业团队，则调整到电商事业部。本次调整后，商业 化事业部主要是为平台做好广告中台能力支撑，同时聚焦内容消费、综合平台、品牌营销等业务。 公告同时宣布，笑古将不再担任本地生活事业部负责人，转任公司业务顾问。 快手CEO（首席执行官）程一笑通过署名的全员邮件向员工宣布了笑古卸任的消息，并在全员信中表 示，笑古从零开始搭建电商团队，推行"信任电商"，实现了快手电商GMV（商品交易总额）和用户规 模的增长；2022年，笑古出任本地生活事业部负责人，也是从零搭建业务体系和商业模式，为快手开 拓"进场零售"可能性。 除快手本地生活到店业务外，前不久，快手还在"团购"页面上线了独立"外卖"入口。用户点击"外卖"进 入页面下单，选择"在线点单"后跳转至第三方小程序，由第三方提供人力配送。快手给出的一组数据显 示，今年二季度，快手本地外卖商品支付用户数环比增长超过3倍。 封面图片来源：每日经济新闻（资料图） 快手对商业生态体系和组织架构进行了新一轮调整。 9月30日，快手发布公告，基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、 ...

Core Insights - The Hong Kong stock market saw a net inflow of 154.8 billion HKD from Northbound trading on September 30, with the Shanghai-Hong Kong Stock Connect contributing 90.79 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 64.01 billion HKD [1] Group 1: Major Stocks - Alibaba-W (09988) received a net inflow of 51.79 billion HKD, with total trading volume reaching 88.49 billion HKD, reflecting a net increase of 15.09 billion HKD [2] - Semiconductor stocks saw significant interest, with SMIC (00981) attracting a net inflow of 24.83 billion HKD and Huahong Semiconductor (01347) receiving 9.34 billion HKD [6] - Tencent (00700) garnered a net inflow of 11.34 billion HKD, driven by the launch of its multimodal model, which is expected to enhance AI application development [5] Group 2: Market Trends - The overall valuation of the Hong Kong stock market remains low despite recent gains, suggesting long-term investment opportunities, particularly in the context of ongoing AI industry trends and potential interest rate cuts by the Federal Reserve [5] - The domestic AI chip industry is experiencing a breakthrough, with a full industry chain integration from advanced processes to model acceleration, indicating strong growth potential for domestic AI computing facilities [6] - Xiaomi Group-W (01810) achieved a net inflow of 10.54 billion HKD, with record-breaking sales for its 17 series smartphones, indicating a rapid increase in market share in the high-end smartphone segment [5]

本次调整后，商业化事业部将为平台做好广告中台能力的支撑，同时聚焦发展内容消费、综合平台、品 牌营销、聚星、快手联盟等业务。 公告同时宣布，笑古将不再担任本地生活事业部负责人，转任公司业务顾问，公司对笑古所做出的贡献 表示衷心感谢。 9月30日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业 体系相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本 地、电商团队的相关业务进行重构。 快手CEO程一笑通过署名的全员邮件向员工宣布了笑古卸任的消息，并在全员信中表示，笑古从零开始 搭建电商团队，坚定推行"信任电商"，实现了快手电商GMV和用户规模的显著增长；2022年，笑古勇 挑重担，出任本地生活事业部负责人。再次从零搭建业务体系和商业模式，在激烈的市场竞争中为快手 开辟了"进场零售"新的可能性。"笑古自2019年加入公司以来，始终保持着创业者般的激情与坚韧，为 快手商业体系的构建和发展做出了重要贡献。" 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效 ...

人民财讯9月30日电，9月30日，快手发布公告，宣布对公司商业生态体系相关组织进行升级，对原本 地、电商、商业化等团队的相关业务场景进行重构，更好地服务长效经营的商家。本次调整中，本地生 活事业部正式更名为生活服务事业部，本地与线索广告相关业务并入该事业部；原商业化内循环电商广 告相关业务并入电商事业部；调整后的商业化事业部将为平台做好广告中台能力的支撑，同时聚焦发展 内容消费、综合平台等业务。 ...

快手-W(01024)盘中高见85港元，创2022年7月以来新高。截至收盘，涨7.22%，报84.6港元。 今日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体系 相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 本次调整中，本地生活事业部正式更名为生活服务事业部。本地生活业务将与线索广告业务整合，原商 业化事业部下线索广告相关的行业团队、产品团队及相关中台团队调整至生活服务事业部下。刘逍担任 生活服务事业部负责人，向快手高级副总裁王剑伟汇报。 分析认为，此番调整可以将商家经营、营销投放两大主要诉求融合，由生活服务事业部为其提供全流 程、一站式服务。 公开资料显示，刘逍2020年加入快手，在快手5年半期间，前后担任内容运营中心、房产和招聘业务中 心、商业化外循环和基础产品部、快手内容消费和线索广告产品部、快手联盟产品部多个业务负责人。 内部人士指出，由熟 ...