Group 1 - Cryptocurrency concept stocks experienced significant declines, with BoYa Interactive (00434) down 8.74% to HKD 7.1, OK Blockchain (01499) down 7.69% to HKD 0.36, Blueport Interactive (08267) down 5.63% to HKD 0.67, and OSL Group (00863) down 4.57% to HKD 16.5 [1] - The CME Bitcoin futures main contract fell 2.78% to below USD 123,000, while the CME Ether futures main contract dropped 4.67% to USD 4,542 [1] - The decline in Bitcoin prices has negatively impacted the cryptocurrency market and related concept stocks, attributed to profit-taking by traders after a recent surge driven by institutional demand, favorable macroeconomic conditions, and seasonal momentum [1]

Group 1 - The Hang Seng Index fell by 0.61%, down 164 points, closing at 26,976 points, while the Hang Seng Tech Index dropped by 1.2% [1] - International gold prices reached a new historical high, leading to significant gains in the precious metals sector, with China Silver Group rising over 20% and Zijin Mining International increasing by over 5% [1] - Xinjiang Xinxin Mining surged over 12%, with a year-to-date increase exceeding 300%, and plans to issue A-shares [1] - Bitcoin surpassed $125,000, setting a new historical high, which positively impacted cryptocurrency-related stocks, with OK Blockchain rising over 14% and Boya Interactive increasing by over 10% [1] - Hesai Technology (Hesai-W) rose over 4%, marking the production of its one-millionth LiDAR unit by the end of September [1] - Beijing Bluebird Universe soared over 58% as its subsidiary JBD partnered with AMAT and Thunderbird Innovation to enhance AR glasses display quality [1] - Yunfeng Financial increased by over 7%, collaborating with Anthea to explore blockchain-based insurance products [1] - Dingdang Health surged by 26%, continuing to expand its innovative drug portfolio with multiple new products recently launched [1] - Shuangdeng Co. rose over 9%, driven by increased energy demand for storage solutions, being a key supplier for Alibaba's data center storage [1] Group 2 - Hua Hong Semiconductor rose over 5%, reaching a new high with an eight-day consecutive increase, as institutions noted advanced manufacturing capacity as a scarce resource [2] - Gaming stocks experienced a significant decline, with Macau's September gambling revenue growing by only 6%, falling short of expectations, and further impacted by a typhoon during the Golden Week [2] - New World Development dropped by 5.4%, while MGM China fell by 4.45% [2]

Group 1 - Cryptocurrency concept stocks collectively rose, with Okex Chain (01499) up 15.58% at HKD 0.445, Xunyi Technology (01647) up 7.92% at HKD 0.109, Boya Interactive (00434) up 6.08% at HKD 7.68, and New Fire Technology Holdings (01611) up 4.5% at HKD 6.04 [1] - On October 5, broad risk assets increased due to the U.S. government shutdown, with Bitcoin surpassing USD 125,000, reaching a historical high [1] - Citibank analysts view Bitcoin as "digital gold," explaining the correlation in price movements between the two assets [1] Group 2 - Based on sustained investor demand, Citibank set a 12-month target price for Bitcoin at USD 181,000 [1] - Standard Chartered's head of digital asset research reaffirmed a year-end price target of USD 200,000 for Bitcoin [1]

Market Overview - The Hong Kong stock market experienced a pullback after three consecutive days of gains, with the Hang Seng Index closing down 0.54% at 27,140.92 points, while the total trading volume reached 134.78 billion HKD [1] - Despite the pullback, the Hang Seng Index saw a weekly increase of 3.88%, indicating a positive trend overall [1] - Analysts from Founder Securities suggest that the upward trend in the Hong Kong market is not over, particularly highlighting opportunities in undervalued stocks represented by the Hang Seng Technology Index [1] Blue-Chip Stocks Performance - Alibaba (09988) rose 1.09% to 185.1 HKD, contributing 30.27 points to the Hang Seng Index, with Morgan Stanley raising its target price to 240 HKD [2] - Other blue-chip stocks like Hansoh Pharmaceutical (03692) and SMIC (00981) also saw gains, while China Resources Mixc Lifestyle (01209) and Li Auto (02015) faced declines [2] Sector Highlights - Large technology stocks generally declined, with Xiaomi down 1.43% and Tencent down 0.44%, while Alibaba saw an increase [3] - Nuclear energy stocks surged, with China National Nuclear Power (02302) rising over 21% due to recent advancements in fusion energy projects [3] - Cryptocurrency stocks performed strongly, with Okex Chain (01499) up 13.24% and Bitcoin prices surpassing 120,000 USD [4][5] Gold and Commodities - Gold stocks generally fell, with Tongguan Gold (00340) down 4.17% following a significant drop in gold prices [6] - Zijin Mining International is set to be included in the Hang Seng Composite Index by October 2025, reflecting its large market capitalization and liquidity [7] Notable Stock Movements - Dazhong Public Utilities (01635) surged 22.99% after announcing its stake in a tech company preparing for an IPO [8] - Shuangdeng Co. (06960) rose 13.36%, driven by increased demand for energy storage solutions [9] - Liqian Resources (02245) reached a new high, benefiting from rising cobalt prices due to supply constraints [10] - Yunfeng Financial (00376) gained 6.16% after announcing a strategic partnership to explore blockchain-based insurance products [11] - Dongfeng Motor Group (00489) increased by 4.71% following the submission of an IPO application for its electric vehicle subsidiary [12]

FF301 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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 歐科雲鏈控股有限公司 (於開曼群島註冊成立之有限公司) 呈交日期: 2025年10月3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) | 01499 | 說明 | | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 20,000,000,000 | HKD | | 0.005 HKD | | 100,000,000 | | 增加 / 減少 (-) | | | 0 | | HKD | | | | 本月底結存 | | 20,000,000,000 | HKD | | 0.005 HKD | | 100,000,000 | 本月底法定/註冊股本總額： ...

Core Insights - Cryptocurrency-related stocks have shown strong performance, with notable increases in share prices for companies such as Jin Yong Investment (up 15.83%), OKC Cloud Chain (up 11.76%), and Yunfeng Financial (up 9.25%) [1] Market Performance - Bitcoin price surpassed $120,000, while Ethereum briefly exceeded $4,500 [1] - Citibank has raised its 12-month price targets for Ethereum and Bitcoin to $5,400 and $181,000, respectively [1] - JPMorgan analysts predict Bitcoin could rise to $165,000 by year-end, suggesting it is undervalued compared to gold when adjusted for volatility [1] Regulatory Developments - As of September 30, the Hong Kong Monetary Authority received 36 applications for stablecoin licenses from various institutions, including banks and tech companies [1] - The HKMA aims to review these applications and plans to announce the first batch of stablecoin issuers' licenses by early next year, with a high threshold for approval [1]

Core Viewpoint - Cryptocurrency concept stocks have shown strong performance, driven by significant increases in Bitcoin and Ethereum prices, alongside regulatory developments in Hong Kong regarding stablecoin licenses [1] Group 1: Stock Performance - Jin Yong Investment (01328) rose by 15.83%, trading at 7.83 HKD [1] - OKLink (01499) increased by 11.76%, trading at 0.38 HKD [1] - Yunfeng Financial (00376) gained 9.25%, trading at 6.38 HKD [1] - Guotai Junan International (01788) saw a rise of 5.83%, trading at 4.72 HKD [1] - New Fire Technology Holdings (01611) climbed by 5.54%, trading at 5.91 HKD [1] Group 2: Cryptocurrency Price Movements - On October 3, Bitcoin price surpassed 120,000 USD, while Ethereum briefly exceeded 4,500 USD per coin [1] - Citibank updated its 12-month target prices for Ethereum and Bitcoin to 5,400 USD and 181,000 USD, respectively [1] - JPMorgan analysts predict Bitcoin could rise to 165,000 USD by year-end, suggesting it is undervalued compared to gold when adjusted for volatility [1] Group 3: Regulatory Developments - As of September 30, the Hong Kong Monetary Authority received 36 applications for stablecoin licenses from various institutions, including banks, tech companies, and payment providers [1] - The HKMA aims to review applications and plans to announce the first batch of stablecoin issuers' licenses by early next year, with a high threshold for approval [1]

Group 1 - The core viewpoint of the news highlights the positive performance of cryptocurrency-related stocks in Hong Kong, with significant gains observed in several companies [1][3] - As of September 30, the Hong Kong Monetary Authority (HKMA) received 36 applications for stablecoin licenses from various institutions, including banks, tech firms, and startups, indicating a growing interest in the stablecoin market [3] - The HKMA plans to review these applications and aims to announce the first batch of stablecoin issuers' licenses by early next year, with a high threshold for approval [3] Group 2 - Yunfeng Financial announced a strategic investment agreement with Anthea Holding Limited, focusing on blockchain-based insurance products, including cryptocurrency life insurance and digital asset-related savings and retirement insurance [3] - The collaboration aims to explore the digitization of traditional insurance policies and develop an efficient and forward-looking insurance business model [3]

Group 1 - The cryptocurrency sector is experiencing significant declines, with Okex Chain (01499) down 5.13% to HKD 0.37, Guotai Junan International (01788) down 4.51% to HKD 4.87, and OSL Group (00863) down 4.45% to HKD 15.25 [2] - The China Securities Regulatory Commission (CSRC) has informally requested some brokerages to suspend their real-world asset (RWA) tokenization business in Hong Kong to enhance risk management and ensure that issuances are backed by real assets [2] - Hong Kong is actively working to establish itself as a digital asset hub, while China has prohibited cryptocurrency trading and mining since 2021 and recently required major brokerages to halt stablecoin research [2]

Group 1 - The cryptocurrency sector is experiencing significant declines, with notable drops in share prices for companies such as OKC Cloud Chain (down 5.13% to HKD 0.37), Guotai Junan International (down 4.51% to HKD 4.87), and OSL Group (down 4.45% to HKD 15.25) [1] - The China Securities Regulatory Commission (CSRC) has informally requested certain brokerages to suspend their real-world asset (RWA) tokenization activities in Hong Kong to enhance risk management and ensure that issuances are backed by real assets [1] - Hong Kong is actively working to establish itself as a digital asset hub, while China has prohibited cryptocurrency trading and mining since 2021 and recently instructed major brokerages to halt research on stablecoins [1]