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之內容概不 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 份 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。 GUANGDONG – HONG KONG GREATER BAY AREA HOLDINGS LIMITED 粵港灣控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1396） 須予披露交易 投資方認購附屬公司之股權 投資方認購事項 於2026年1月30日（聯 交 所 交 易 時 段 後），天 頓 數 據（本 公 司 間 接 全 資 附 屬 公 司）、鴻 策 數 據（目 標 公 司）與 鴻 奕 智 算（投 資 方，一 間 由 福 田 資 本 直 接 及 間 接 方 式 全 資 擁 有 的 投 資 控 股 實 體）等 訂 立 有 關 投 資 方 認 購 事 項 的 投 資 協 議。根 據 投 資 協 議，投 資 方 有 條 件 同 意 認 購 目 標 公 司 增 發 的40% ...

国元证券发布研报指，粤港湾控股通过收购天顿数据完成战略转型，形成"基建+AI"双轮驱动模式。凭 借天顿数据的万卡集群能力、头部客户资源，以及债转股后优化的财务结构，公司具备重估空间。更重 要的是，公司在完成转型后，形成了"低负债财务+高成长智算"的优质组合，既具备传统企业转型的稳 健性，又拥有科技赛道的成长性。随着公司的业务结构改善，增长预期可能陆续在2026年业绩中兑现。 粤港湾控股(01396)再涨近10%，月内累计涨幅已超40%。截至发稿，涨6.91%，报6.81港元，成交额 3014.83万港元。 根据公开资料显示，深圳天顿数据科技有限公司是中国第一梯队智算建设运营商，是内最早布局国标A 级第三方数据中心的企业之一，能够提供"绿能智算"全生命周期服务。在全国运营超过3万台机架，总 算力规模超5万P。 ...

国元证券发布研报指，粤港湾控股通过收购天顿数据完成战略转型，形成"基建+AI"双轮驱动模式。凭 借天顿数据的万卡集群能力、头部客户资源，以及债转股后优化的财务结构，公司具备重估空间。更重 要的是，公司在完成转型后，形成了"低负债财务+高成长智算"的优质组合，既具备传统企业转型的稳 健性，又拥有科技赛道的成长性。随着公司的业务结构改善，增长预期可能陆续在2026年业绩中兑现。 根据公开资料显示，深圳天顿数据科技有限公司是中国第一梯队智算建设运营商，是内最早布局国标A 级第三方数据中心的企业之一，能够提供"绿能智算"全生命周期服务。在全国运营超过3万台机架，总 算力规模超5万P。 粤港湾控股(01396)再涨近10%，月内累计涨幅已超40%。截至发稿，涨6.91%，报6.81港元，成交额 3014.83万港元。 ...

Core Viewpoint - Yuegangwan Holdings (01396) has shown significant financial recovery and strategic growth in the AI cloud service sector, highlighted by a recent capital raise and acquisition of a leading data operator [1][6]. Group 1: Financial Performance - In the first half of 2025, the company reported a net profit of 970 million yuan, recovering from a loss of 1.028 billion yuan in the same period of 2024 [1][6]. - On May 7, 2025, the company successfully completed a debt-to-equity conversion plan with a high approval rate of 98.33%, clearing nearly all of its offshore US dollar debt [1][6]. Group 2: Strategic Initiatives - The company announced a capital raise of 108 million yuan, with approximately 70% allocated for the delivery of AI computing power cloud services [1][6]. - In October of the previous year, the company completed the acquisition of Tiandun Data for 977 million yuan, positioning itself as a key player in the AI infrastructure sector with nearly 200 enterprise clients, including major cloud service providers and leading AI companies [1][6]. - Yuegangwan Holdings (Tiandun Data) has been designated as the official strategic partner for the AI Agent 2025 Global Intelligent Agent Ecosystem Summit [1][6].

Group 1 - Lee & Man Paper Manufacturing (02314) rose nearly 6% after Nine Dragons Paper announced a profit forecast of approximately 2.15 billion to 2.25 billion yuan for the six months ending December 31, 2025, representing a year-on-year increase of 216.0% to 230.7% [1] - New Oriental Education (09901) increased nearly 4% following the release of its financial results for the second quarter of fiscal year 2026, showing a 14.7% year-on-year increase in net revenue and a 244.4% rise in operating profit [1] - Jolywood (06680) surged nearly 7% as rare earth prices continued to rise, with neodymium and praseodymium oxide prices increasing by over 120,000 yuan per ton [1] Group 2 - Chinese property management stocks saw a significant rise, with Sunac Services (01516) up 5.67% and Greentown Services (02869) up 5.81%, as a report predicted an average revenue growth of 6% for property management companies by 2025 [2] - Valiant Pharmaceuticals (09887) gained nearly 4% after receiving FDA fast track designation for its dual-specific antibody LBL-034 for treating relapsed/refractory multiple myeloma [2] - The commercial aerospace sector showed signs of recovery, with Junda Co. (02865) rising 12.1% as the China Aerospace Science and Technology Corporation emphasized the importance of the next decade for developing a strong aerospace industry [2] Group 3 - Aigo Group (00328) experienced a dramatic drop, falling over 88% at one point, with a total market value dropping below 35 million HKD [3] - China Overseas Development (00688) rose over 4.2% as Citigroup's report indicated that the Chinese real estate sector would face significant impairment and margin decline challenges in fiscal year 2025 [3] - Yuegangwan Holdings (01396) increased by 8% after announcing a share placement to raise 108 million yuan, with about 70% allocated for AI computing power cloud service projects [3] Group 4 - Junda Co. (02865) saw a rise of 11.99% as the China Aerospace Science and Technology Corporation held a meeting emphasizing the need to overcome challenges in commercial rocket launches and reusable technology [4] Group 5 - In the US market, New Oriental (EDU.US) rose 5.32% after reporting a net revenue of 1.191 billion USD for the second quarter of fiscal year 2026, a 14.7% year-on-year increase [5][6] - Semiconductor equipment and materials sector saw gains, with Texas Instruments (TXN.US) up 9.94% as it projected first-quarter revenue between 4.32 billion and 4.68 billion USD, slightly above analyst expectations [5] - Storage sector stocks surged, with Seagate Technology (STX.US) up 19.14% as it projected third-quarter revenue of 2.9 billion USD, significantly higher than analyst estimates [5]

Core Viewpoint - Yuegangwan Holdings (01396) has shown significant financial recovery and strategic growth in the AI cloud service sector, highlighted by a recent stock price increase and successful financing efforts [5]. Group 1: Financial Performance - The company reported a turnaround in its mid-2025 financial results, achieving a net profit of 970 million HKD, compared to a loss of 1.028 billion HKD in the same period of 2024 [5]. - On May 7, 2025, Yuegangwan Holdings successfully completed a debt-to-equity conversion plan with a high approval rate of 98.33%, becoming the first domestic property company to nearly clear its offshore US dollar debt [5]. Group 2: Strategic Initiatives - In December 2025, the company announced a share placement to raise 108 million HKD, with approximately 70% of the funds allocated for the delivery of AI computing cloud services [5]. - The acquisition of Tiandun Data for 977 million HKD in October 2024 positioned the company as a leading operator in intelligent computing, with nearly 200 enterprise clients, including major cloud service providers and top AI companies [5]. - Yuegangwan Holdings (Tiandun Data) has been designated as the official strategic partner for the AI Agent 2025 Global Intelligent Agent Ecosystem Summit [5].

每经AI快讯，粤港湾控股(01396.HK)涨超9%，截至发稿，涨9.39%，报6.29港元，成交额1907.42万港 元。 ...

Core Viewpoint - Yuegangwan Holdings (01396) has seen a significant stock increase of over 9%, attributed to its strategic financing and operational developments in AI cloud services [1] Group 1: Financial Performance - In the first half of 2025, Yuegangwan Holdings reported a net profit of 970 million HKD, a turnaround from a loss of 1.028 billion HKD in the same period of 2024 [1] - The company successfully completed a debt-to-equity conversion plan worth 440 million USD with a high approval rate of 98.33%, becoming the first domestic property stock to clear its offshore USD debt [1] Group 2: Strategic Developments - Yuegangwan Holdings announced a share placement financing of 108 million HKD, with approximately 70% allocated for the delivery of AI computing cloud services [1] - The company completed the acquisition of Tiandun Data for 977 million HKD in October last year, positioning itself as a leading player in intelligent computing operations with nearly 200 enterprise clients, including major cloud service providers and top AI companies [1] - Yuegangwan Holdings (Tiandun Data) has been designated as the official strategic partner for the AI Agent 2025 Global Intelligent Agent Ecosystem Summit [1]

Core Viewpoint - Yuegang Bay Holdings (01396) has seen a significant stock increase of over 9%, attributed to its strategic financing and operational developments in the AI sector [1] Group 1: Financial Performance - As of the latest report, Yuegang Bay Holdings' stock rose by 9.39%, reaching HKD 6.29, with a trading volume of HKD 19.07 million [1] - The company reported a turnaround in its financial performance, achieving a net profit of HKD 970 million in the first half of 2025, compared to a loss of HKD 1.028 billion in the same period of 2024 [1] Group 2: Strategic Initiatives - In December 2025, Yuegang Bay Holdings announced a placement financing of HKD 1.08 billion, with approximately 70% allocated for the delivery of AI computing cloud services [1] - The company completed the acquisition of Tiandun Data for HKD 977 million in October of the previous year, positioning itself as a leading operator in intelligent computing with nearly 200 enterprise clients, including major cloud service providers and top AI companies [1] - Yuegang Bay Holdings (Tiandun Data) has been designated as the official strategic partner for the AI Agent 2025 Global Intelligent Agent Ecosystem Summit [1] Group 3: Debt Management - On May 7, 2025, the company successfully passed a debt-to-equity conversion plan with a high approval rate of 98.33%, becoming the first domestic property company to nearly clear all of its offshore US dollar debt [1]

（於開曼群島註冊成立的有限公司） 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，概不對因本 公告全部或任何部份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。 GUANGDONG - HONG KONG GREATER BAY AREA HOLDINGS LIMITED 粵港灣控股有限公司 （股份代號：1396） 股東特別大會表決結果 茲 提 述 粵 港 灣 控 股 有 限 公 司 （ 「 本 公 司 」 ） 日 期 為 二 零 二 六 年 一 月 七 日 之 股 東 特 別 大 會（「 股 東 特 別 大 會 」）通 告（「 股 東 特 別 大 會 通 告 」） 及 通 函 （ 「 通 函 」 ） ， 內 容 有 關 （ 其 中 包 括 ） 建 議 採 納 本 公 司 股 份 獎 勵 計 劃 。 除 文 義 另 有 所 指 外 ， 本 公 告 所 用 辭 彙 與 通 函 所 界 定 者 具 有 相 同 涵 義 。 股 東 特 別 大 會 投 票 表 決 結 果 董 事會 欣 然宣 佈 ，股 東特 別 大會 通 告列 載 的 ...