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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 鷹普精密工業有限公司 呈交日期: 2026年2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) | 01286 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | 本月底法 ...

香港联交所最新数据显示，1月23日，Mitsubishi UFJ Financial Group， Inc．增持鹰普精密（01286） 164.6万股 ，每股作价6.5858港元，总金额约为1084.02万港元。增持后最新持股数目为9442.4万股，持 股比例为5%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 香港联交所最新数据显示，1月23日，Mitsubishi UFJ Financial Group， Inc．增持鹰普精密（01286） 164.6万股 ，每股作价6.5858港元，总金额约为1084.02万港元。增持后最新持股数目为9442.4万股，持 股比例为5%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

格隆汇1月27日丨根据联交所最新权益披露资料显示，2026年1月23日，鹰普精密(01286.HK)获Mitsubishi UFJ Financial Group, Inc.在场内以每股均价6.5858港 元增持164.6万股，涉资约1084.02万港元。 增持后，Mitsubishi UFJ Financial Group, Inc.最新持股数目为9442.4万股，持股比例由4.91%上升至5.00%。 | 股份代號: | 01286 | | --- | --- | | 上市法國名稱: | 鷹曾精密工業 | | 日期 (日 / 月 / 年): | 27/12/2025 - | | FRENCE FOR | 大股東/董事/最高行政人員名稱作出披露的 買入 / 賣出或涉及的股每股的平均價 | | | 持有權益的股份數目 佔已發行的 有關事件的日期 | | | --- | --- | --- | --- | --- | --- | | | 历史 三 | | | (時參閱上述*註解)有投票權股 (日 / 月 / 年) | | | | | | | 份自分比 | | | Carles of the control of ...

香港联交所最新数据显示，1月23日，Mitsubishi UFJ Financial Group, Inc.增持鹰普精密(01286)164.6万股 ，每股作价6.5858港元，总金额约为1084.02万港元。增持后最新持股数目为9442.4万股，持股比例为 5%。 ...

兴业证券此前指出，鹰普精密产品用于大马力发动机、工程机械、农业机械、休闲娱乐船舶、乘用车、 商用车、航空、能源、医疗等多个行业，整体需求稳中向上，其中大马力发动机、机器人等细分场景景 气度高并具备较高利润率。AIDC拉升大马力发动机需求，公司为卡特彼勒、康明斯等提供大马力发动 机的砂型铸件缸体，2025H1相关业务收入同比增长48.3%至5.3亿元，收入占比21.8%。此外，公司进入 达芬奇手术机器人供应链，并与海外人形机器人公司洽谈合作，提升长期空间。 消息面上，由AI数据中心引发的"电荒"席卷美国。国盛证券（002670）认为，展望2026年，AIDC和缺 电为核心投资主线。华西证券（002926）表示，全球AI快速发展将促使用电量激增，电力设备需求有 望保持高景气。重点看好海外供应紧缺的变压器&燃气轮机环节，该行认为欧美等发达市场兼具高景气 +高盈利+高门槛等特征，掌握优质渠道资源、技术实力领先、积极布局相关产能的企业有望充分受 益。 鹰普精密(01286)涨超12%，高见7.17港元创上市以来新高。截至发稿，涨12.36%，报6.91港元，成交额 4133.42万港元。 ...

兴业证券此前指出，鹰普精密产品用于大马力发动机、工程机械、农业机械、休闲娱乐船舶、乘用车、 商用车、航空、能源、医疗等多个行业，整体需求稳中向上，其中大马力发动机、机器人等细分场景景 气度高并具备较高利润率。AIDC拉升大马力发动机需求，公司为卡特彼勒、康明斯等提供大马力发动 机的砂型铸件缸体，2025H1相关业务收入同比增长48.3%至5.3亿元，收入占比21.8%。此外，公司进入 达芬奇手术机器人供应链，并与海外人形机器人公司洽谈合作，提升长期空间。 智通财经APP获悉，鹰普精密(01286)涨超12%，高见7.17港元创上市以来新高。截至发稿，涨12.36%， 报6.91港元，成交额4133.42万港元。 消息面上，由AI数据中心引发的"电荒"席卷美国。国盛证券认为，展望2026年，AIDC和缺电为核心投 资主线。华西证券表示，全球AI 快速发展将促使用电量激增，电力设备需求有望保持高景气。重点看 好海外供应紧缺的变压器&燃气轮机环节，该行认为欧美等发达市场兼具高景气+高盈利+高门槛等特 征，掌握优质渠道资源、技术实力领先、积极布局相关产能的企业有望充分受益。 ...

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12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 鷹普精密工業有限公司 呈交日期: 2026年1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) | 01286 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | 本月底 ...

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之任何損失承擔任何責任。 IMPRO PRECISION INDUSTRIES LIMITED 鷹 普 精 密 工 業 有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：1286） 於二零二五年十二月三十日舉行的股東特別大會的 投票表決結果 董事會欣然宣佈，於股東特別大會提呈的普通決議案已獲股東以投票表決方式 正式批准。 茲提述本公司於二零二五年十二月九日刊發的通函（「通函」）及於二零二五年十二 月 九 日 刊 發 的 股 東 特 別 大 會 通 告（「 通 告 」）所 載 的 普 通 決 議 案 。 除 文 義 另 有 所 指 外，本公告所用詞彙與通函及通告所界定者具有相同涵義。 股東特別大會的投票表決結果 根據上市規則，於本公司股東大會上進行的投票必須以投票表決方式進行，惟大 會 主 席 可 真 誠 准 許 就 純 粹 與 程 序 或 行 政 事 宜 ...

Core Insights - The mechanical industry is showing signs of recovery after three years of stagnation, with nominal GDP growth beginning to rise since Q4 2024, positively impacting the mechanical sector [17] - Domestic demand is weak while external demand is strong, particularly in the engineering machinery sector, where exports are gradually increasing due to improvements in the European and American markets [17][19] - The investment landscape is shifting towards overseas expansion and new industries, with a focus on automation and sectors supported by government subsidies [17][19] Industry Overview - The mechanical industry is experiencing a dual trend of weak domestic demand and strong external demand, with engineering machinery showing signs of recovery but still facing a fragile foundation [17] - Domestic investment in real estate continues to decline, with a 14.7% year-on-year drop in real estate development investment from January to October 2025, while infrastructure investment growth has also slowed significantly [19][23] - The overall investment environment is expected to stabilize as the gap between domestic and foreign demand narrows, with structural opportunities in infrastructure projects like water conservancy and high-standard farmland construction [23] 2026 Domestic Outlook - The investment gap is expected to narrow, with infrastructure investment declining from high levels and real estate investment under pressure, leading to a focus on structural opportunities [19][23] - Manufacturing investment is crucial, with the core focus on PPI and inventory levels, as domestic manufacturing orders remain sluggish [26][28] - The expectation is that PPI will improve in 2026, driven by factors such as reduced internal competition and improved domestic demand [28] 2026 Overseas Outlook - The downward trend in interest rates is a significant macro narrative, with the U.S. and Europe entering a phase of fiscal expansion, which is expected to benefit Chinese manufacturing [29][38] - The global inventory levels are at historical lows, which could lead to a new investment cycle as demand recovers [35] - The second wave of globalization for Chinese manufacturing is anticipated, driven by fiscal expansion in the U.S. and Europe, and a recovery in industrial product demand [38][40] Stock Selection Strategy - The stock selection strategy for 2026 focuses on two main themes: benefiting from overseas expansion and new industries, particularly in sectors like engineering machinery and specialized equipment [44] - Key sectors include engineering machinery, shipbuilding, and high-tech equipment, with a focus on companies that are expected to maintain stable performance and low valuations [44] - Emerging industries such as AI equipment, lithium battery production, and semiconductor manufacturing are highlighted as areas of significant opportunity [44][45] Investment Recommendations - Recommended stocks include SANY Heavy Industry, XCMG, and China Shipbuilding, which are expected to perform well in the current market environment [7] - Companies in the AI and semiconductor sectors, such as Longchuan Technology and Zhongwei Company, are also recommended due to their growth potential [7] - Future-oriented assets like humanoid robots and controllable nuclear fusion are noted as areas to watch for significant industry changes [7][45]

Core Viewpoint - Eagle Precision (01286) has seen a stock price increase of 6.54%, currently trading at 5.05 HKD, with a trading volume of 11.97 million HKD, driven by accelerated overseas gas turbine expansion and anticipated demand for related components [2][5]. Industry Insights - Tianfeng Securities projects that global gas turbine supply will reach 87 GW by 2027, with a net increase of 26 GW, indicating a supply-demand gap compared to ENR's forecast of an average of over 100 GW annually from 2026 to 2035 [2][5]. - The firm believes that overseas gas turbine companies will need to continue expanding production after 2027, which is expected to benefit Chinese component manufacturers [2][5]. - Huaxi Securities also supports the view that leading domestic gas turbine technology companies will benefit from the overseas demand spillover, with orders likely to continue materializing [2][5]. Company Analysis - Eagle Precision is recognized as one of the top 10 global manufacturers of high-precision, complex, and high-performance castings and machined components [2][5]. - The company has a global production capacity, with its Mexico plant gradually ramping up output [2][5]. - A high proportion of Eagle Precision's revenue comes from overseas markets, with smooth tariff transmission to U.S. clients [2][5]. - The growing demand from sectors such as high-power engines and robotics is expected to enhance the company's performance potential [2][5].