COWELL(01415)
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高伟电子(01415) - 持续关连交易 - (1) 更新现有採购框架协议及现有材料採购框架协议(2...
2025-09-29 13:45
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佈的內容概不負責,對其準確 性或完整性亦不發表任何聲明,並明確表示,概不就因本公佈全部或任何部分內容所產生或 因依賴該等內容而引致的任何損失承擔任何責任。 Cowell e Holdings Inc. 高偉電子控股有限公司 (股份代號:1415) (於開曼群島註冊成立的有限公司) 持續關連交易— (1) 更新現有採購框架協議及現有材料採購框架協議 (2) 修訂供應框架協議的年度上限 及 (3) 關連交易 — 機器銷售協議 (1) 更新現有採購框架協議及現有材料採購框架協議 茲提述本公司日期為2022年5月20日、2022年9月2日、2022年12月29日、2023 年4月19日、2023年11月10日及2024年7月17日的公佈,以及本公司日期為2023 年6月8日、2023年12月5日及2024年8月14日的通函,內容有關現有採購框架 協議及現有材料採購框架協議。 由於現有協議的期限將於2025年12月31日屆滿,而本集團有意在其各自的期 限屆滿後繼續進行相關交易,於2025年9月29日,本公司分別與立訊精密訂立 2026年採購框架協議及與LITCL訂立 ...
港股整体迎来看多行情 中信建投:关注中芯国际、联想等
Zhi Tong Cai Jing· 2025-09-25 07:27
Group 1 - The core viewpoint of the reports indicates that the Hong Kong stock market is gaining attention from both domestic and foreign funds, entering a bullish phase [1] - The long-term bull market for Hong Kong stocks was established in Q4 of last year and is currently in the mid-stage, with liquidity and valuation cycles showing signs of improvement [1] - The liquidity cycle is approximately at the mid-point, with a generally loose adjustment expected over the next 1-2 years [1] - After three years of bear market, Hong Kong stocks are experiencing a valuation recovery, currently at the upper mid-level after more than a year of continuous recovery [1] - The earnings cycle has just begun to recover from the bottom, with major recovery concentrated in structurally prosperous sectors [1] Group 2 - Foreign institutions are optimistic about the prospects of the Hong Kong stock market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks [2] - Standard Chartered Bank has an "overweight" rating for Chinese stocks in its 2025 Global Market Outlook [2] - Morgan Stanley highlights that key sectors such as artificial intelligence, semiconductors, humanoid robots, and new consumption are primarily traded in Hong Kong and A-shares, attracting unprecedented interest from investors [2] - Key investment targets in the Hong Kong market include core growth sectors like internet, innovative pharmaceuticals, new consumption, and technology, which are expected to drive overall valuation increases [2] - Specific companies to watch include Xiaomi Group, Lenovo Group, AAC Technologies, SMIC, and BYD [2]
港股整体迎来看多行情 中信建投:关注中芯国际(00981)、联想(00992)等
智通财经网· 2025-09-25 06:57
Group 1 - The core viewpoint of the reports indicates that the Hong Kong stock market is entering a bullish phase, with increasing attention from both domestic and foreign capital [1] - The long-term bull market for Hong Kong stocks was established in Q4 of last year, currently at a mid-point, with liquidity and valuation cycles showing signs of recovery [1] - The liquidity cycle is approximately at the mid-point, with expectations of overall easing in the next 1-2 years [1] - After three years of bear market, Hong Kong stocks are experiencing a valuation recovery, currently at the upper mid-range after over a year of continuous repair [1] - The earnings cycle has just begun to recover from the bottom, primarily in structurally prosperous sectors [1] Group 2 - Several foreign institutions have expressed a positive outlook on the Hong Kong stock market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks [2] - Standard Chartered Bank has kept an "overweight" rating on Chinese stocks in its 2025 Global Market Outlook [2] - Morgan Stanley noted that key sectors such as artificial intelligence, semiconductors, humanoid robots, and new consumption are primarily traded in Hong Kong and A-shares, attracting unprecedented interest from investors [2] Group 3 - Key investment targets in the Hong Kong market include core growth sectors such as internet, innovative pharmaceuticals, new consumption, and technology, which are expected to drive overall valuation increases [2] - Specific companies to focus on include: - Consumer electronics: Xiaomi Group (01810), Lenovo Group (00992), AAC Technologies (02018), SMIC (00981), and GoerTek (01415) [2] - Information technology services: VST Holdings (00856), Kingdee International (00268), and Jiufeng Intelligent Investment Holdings (09636) [2] - AI and robotics: Fourth Paradigm (06682), SenseTime (00020), and UBTECH (09880) [2] - New energy vehicles: BYD Company (01211) and Leapmotor (09863) [2]
港股异动丨苹果概念股继续回调 鸿腾精密、高伟电子跌3%
Ge Long Hui· 2025-09-24 02:34
Group 1 - The core viewpoint of the article highlights a continued decline in Hong Kong's Apple-related stocks, with significant drops in companies such as Hon Teng Precision and GoerTek, which fell by 3% [1] - Apple has reportedly recorded incredible demand for its iPhone 17 series, but faces direct pressure from Huawei's strong return and competition from other Chinese smartphone brands, which are squeezing Apple's market share in China [1] - There is a general market perception that Apple's pace of innovation in the smartphone sector is slowing, raising concerns about whether the iPhone 17 can achieve a significant surge in sales without substantial disruptive innovation [1] Group 2 - Specific stock performance data shows declines in various Apple-related companies, including GoerTek down 3.04%, AAC Technologies down 2.10%, and BYD Electronics down 1.73% [1] - The article lists the latest prices and percentage declines for several companies, indicating a broader trend of negative performance in the sector [1]
高伟电子(01415)因购股权获行使发行26.7万股
智通财经网· 2025-09-23 10:54
智通财经APP讯,高伟电子(01415)发布公告,于2025年9月23日,因购股权获行使发行合计26.7万股。 ...
高伟电子(01415) - 翌日披露报表
2025-09-23 10:50
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: 高偉電子控股有限公司 呈交日期: 2025年9月23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 。 FF305 | 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) | 01415 | 說明 | 高偉電子 | | | | | | | 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 | | | 庫存股份變動 | 每股發行/出售價 (註4) | ...
高伟电子因购股权获行使而发行合共72.3万股
Zhi Tong Cai Jing· 2025-09-22 10:34
高伟电子(01415)发布公告,于2021年5月25日根据公司的认股权计划(于2021年5月5日获采纳)行使授出 的购股权而配发及发行合共72.3万股普通股。 ...
高伟电子(01415)因购股权获行使而发行合共72.3万股
智通财经网· 2025-09-22 10:32
智通财经APP讯,高伟电子(01415)发布公告,于2021年5月25日根据公司的认股权计划(于2021年5月5日 获采纳)行使授出的购股权而配发及发行合共72.3万股普通股。 ...
高伟电子(01415) - 翌日披露报表
2025-09-22 10:25
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: 高偉電子控股有限公司 呈交日期: 2025年9月22日 第 1 頁 共 6 頁 v 1.3.0 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) 01415 | 說明 | 高偉電子 | | | | | | | 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 | | | 庫存股份變動 | 每股發行/出售價 (註4 ...
港股消费电子概念股涨幅扩大 蓝思科技涨15.22%
Mei Ri Jing Ji Xin Wen· 2025-09-22 05:52
Group 1 - The Hong Kong consumer electronics sector saw significant stock price increases on September 22, with notable gains among several companies [1] - Lens Technology (06613.HK) experienced a rise of 15.22%, reaching HKD 32.1 [1] - Hong Teng Precision (06088.HK) increased by 14.6%, trading at HKD 6.75 [1] - AAC Technologies (02018.HK) rose by 10.34%, with a stock price of HKD 49.5 [1] - GoerTek (01415.HK) saw a 10.1% increase, priced at HKD 40.54 [1] - Q Technology (01478.HK) gained 10.35%, with shares at HKD 15.88 [1]