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: 紅星冷鏈（湖南）股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01641 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 24,566,464 | RMB | | 1 | RMB | | 24,566,464 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 24,566,464 | RMB | | 1 | RMB | | 24,566,464 | | 2. 股份分類 | 普通股 ...

1月13日，红星冷链(01641)登陆港交所首日，盘中便上演一出"过山车"行情：早盘高开近60%，最高冲至 19.7港元，但最终收于12.3港元，仅略高于发行价。对于一家此前公开发售获2309.25倍认购、市场关注度 极高的公司来说，这样的收盘表现，不免让部分市场参与者感到意外。 然而，若熟悉近期港股IPO的市场生态，便会发现这并非个例。自港股市场IPO回暖以来，可观的"打新"收 益吸引了大量散户涌入，而一旦中签、便在暗盘或上市首日套现离场的操作可谓屡见不鲜。除了这种技术 性抛压导致新股上市首日股价回落以外，13日当天受美联储风波与地缘政治风险等宏观因素扰动，港股市 场避险情绪升温，大盘三大指数同样呈现高开低走行情，共同放大了新股股价的波动。 如果说股价的短期起伏反映的是市场情绪与资金博弈，那么公司的长期价值则根植于行业前景与公司基本 面。对于红星冷链而言，由非基本面因素驱动的短暂波动，非但无损其长期逻辑，反而为理性的投资者提 供了一个深入审视其真实价值的机会。 那么，对于潜在投资者而言，最值得关心的问题仍是：当前的股价水平，是否已充分反映了红星冷链的真 实价值，抑或存在估值错配的投资机遇? 行业视角看，冷链 ...

紅星冷鏈（湖南）股份有限公司章程 2026年1月 第一條 為維護紅星冷鏈（湖南）股份有限公司（以下簡稱「公司」）、股東、職工和 債權人的合法權益，規範公司的組織和行為，根據《中華人民共和國公司法》（以下簡稱 「《公司法》」）、《中華人民共和國證券法》（以下簡稱「《證券法》」）、《中華人民共和國會 計法》《境內企業境外發行證券和上市管理試行辦法》《上市公司章程指引》《香港聯合交 易所有限公司證券上市規則》（以下簡稱「《香港上市規則》」）和其他有關規定，制訂本章 程。 第二條 公司系依照《公司法》和其他有關規定由湖南紅星冷凍食品有限公司整體 變更設立的股份有限公司。湖南紅星冷凍食品有限公司於2006年10月成立，公司於2019 年12月以發起方式設立，並在長沙市市場監督管理局註冊登記，取得統一社會信用代 碼為91430100794716317P的《營業執照》。 – 1 – | 第一章 | 總則 | 3 | | --- | --- | --- | | 第二章 | 經營宗旨和範圍 | 5 | | 第三章 | 股份 | 5 | | 第一節 | 股份發行 | 5 | | 第二節 | 股份增減和回購 | 10 | | 第三 ...

红星冷链(01641)盘中涨超15%，截至发稿，涨10.21%，报9.5港元，成交841.83万港元。 值得一提的是，据红星冷链招股书披露，公司本次上市募资其中就有约57.5%将用于新增产能，应对中 部市场不断增长的市场需求；另有约19.7%将用于潜在的战略收购与合作，推动公司从区域性冷链企业 向覆盖更广、服务环节更完整的中部地区全链条冷链服务商转型升级；还有约12.8%将投向智能化升 级，持续提升运营效率，助力公司继续维持高毛利优势。 消息面上，此前《"十四五"冷链物流发展规划》明确提出完善冷链基础设施、构建全国冷链网络，湖南 省作为中部地区冷冻食品交易及交通枢纽，直接承接政策红利。 ...

值得一提的是，据红星冷链招股书披露，公司本次上市募资其中就有约57.5%将用于新增产能，应对中 部市场不断增长的市场需求；另有约19.7%将用于潜在的战略收购与合作，推动公司从区域性冷链企业 向覆盖更广、服务环节更完整的中部地区全链条冷链服务商转型升级；还有约12.8%将投向智能化升 级，持续提升运营效率，助力公司继续维持高毛利优势。 智通财经APP获悉，红星冷链(01641)盘中涨超15%，截至发稿，涨10.21%，报9.5港元，成交841.83万港 元。 消息面上，此前《"十四五"冷链物流发展规划》明确提出完善冷链基础设施、构建全国冷链网络，湖南 省作为中部地区冷冻食品交易及交通枢纽，直接承接政策红利。 ...

Group 1: Market Activity - A total of 26 companies submitted applications to the Hong Kong Stock Exchange last week, marking a recent high in submissions [2] - Among the 26 companies, 3 passed the hearing, and 1 company is currently in the process of an IPO [10][12] Group 2: Industry Highlights - The semiconductor and computing sectors are particularly active, with companies like Weizhao Semiconductor and Placo Electronics submitting applications [2] - Weizhao Semiconductor reported a revenue of 615 million yuan and a profit of 40.25 million yuan for the first nine months of 2025 [2] - Placo Electronics achieved a revenue of 751 million yuan and a profit of 76.11 million yuan for the same period [2] Group 3: Robotics Sector - Several robotics companies, including Yifei Intelligent and Estun, are also pursuing listings [3] - Estun is ranked first in the industrial robotics sector by revenue, with a market share of 1.7% globally [3] - TuoStar is recognized as a leader in the domestic industrial robotics market, with a revenue of 1.688 billion yuan and a net profit of 47 million yuan for the first nine months of 2025 [3] Group 4: Biopharmaceutical Sector - Multiple biopharmaceutical companies are applying for listings, including Zeling Bio and Exegenesis Bio Inc. [4][5] - Zeling Bio reported a loss of 1.19 million yuan for the first nine months of 2025, while Exegenesis Bio has not yet received regulatory approval for its products [5][6] - Shanghai Shengsheng achieved a revenue of 538 million yuan and a net profit of 11.3 million yuan for the same period [4] Group 5: Food and Beverage Sector - The food and beverage sector is seeing significant activity, with companies like Yuanji Food and Qian Dama submitting applications [7] - Yuanji Food reported an adjusted net profit of 192 million yuan for the first nine months of 2025, a 31% increase year-on-year [7] - Qian Dama achieved a GMV of 14.8 billion yuan in 2024, maintaining its position as the top player in the community fresh product retail chain industry [7] Group 6: New Listings - Four new stocks were listed last week, with all experiencing price increases on their first trading day [13] - The stock of Howie Group, a global leader in CMOS image sensors, rose by 16.22% on its debut [13] - Zhaoyi Innovation, a storage chip leader, saw its stock price increase by 38.27% on its first day of trading [13]

Group 1: IPO Market Dynamics - The domestic and international capital markets have seen frequent IPO activities recently, marking an active start to the year [2] - Zhejiang Xingsheng Technology Co., Ltd.'s IPO was postponed on the day of its review, becoming the first IPO project to be postponed in 2026 on the Shanghai and Shenzhen stock exchanges [2] - The Hong Kong IPO market remains active, with 20 companies submitting listing applications covering high-growth sectors such as consumer retail, semiconductors, biomedicine, agriculture, and logistics [2] Group 2: Companies Approved for IPO - Suzhou Lianxun Instrument Co., Ltd. passed the review on January 14, becoming the first company to be approved for the Sci-Tech Innovation Board in 2026 and the first in the semiconductor industry to pursue A-share listing this year [2] - Lianxun Instrument's revenue grew from 214 million yuan in 2022 to 789 million yuan in 2024, with a projected net profit of 140 million yuan in 2024 [3][4] - Hangzhou Gaote Electronic Equipment Co., Ltd. successfully passed the review for the ChiNext Board on January 13, focusing on new energy battery management systems [5] Group 3: Financial Performance of Companies - Tianhai Automotive Electronics Group Co., Ltd. reported revenues of 6.557 billion yuan in 2022, increasing to 12.523 billion yuan in 2023, with a net profit of 324 million yuan in 2022 [6] - China Academy of Sciences Shenyang Scientific Instrument Co., Ltd. achieved revenues of 698 million yuan in 2022, projected to reach 1.082 billion yuan in 2024 [8] Group 4: New Listings in Hong Kong - Five companies listed on the Hong Kong market from January 12 to 16, including global third-largest digital image sensor supplier Omnivision Technologies, which saw a first-day closing price increase of 16.22% [9] - The storage chip leader Zhaoyi Innovation debuted with a first-day closing price increase of 38.27%, reflecting strong market recognition for hard technology [9] Group 5: Upcoming IPO Applications - The hard technology sector is prominent among new applications, with companies like Weizhao Semiconductor and Platinum Electronics focusing on power management chips and server power supplies [11] - Biomedicine and consumer sectors also show promise, with companies like Yinuo Micro Pharmaceuticals and Qian Dama seeking capital to expand their market presence [11][12]

Core Viewpoint - Red Star Cold Chain successfully listed on the Hong Kong Stock Exchange on January 13, 2026, raising approximately HKD 285 million through the issuance of about 23.26 million shares, with a market capitalization of HKD 1.12 billion [1] Company Overview - Red Star Cold Chain (Hunan) Co., Ltd. was established in 2006 and has developed a business model that combines frozen food store leasing with cold storage services, linking wholesalers and retailers in the frozen food supply chain [1] - The company is headquartered in Changsha, Hunan Province, and primarily provides frozen food storage services [1] Market Position - According to a report by Zhi Shi Consulting, Red Star Cold Chain is the second-largest provider in Central China for frozen food store leasing services, holding a market share of 8.8%, and the largest provider in Hunan Province with a market share of 54.7% [1] - The company's overall market share in China is 1.9% [1] IPO Details - The IPO on the main board of the Hong Kong Stock Exchange is expected to significantly enhance Red Star Cold Chain's industry influence, promote its brand globally, and improve corporate governance transparency [1]

Group 1 - A total of 113 stocks reached a 52-week high as of January 14, with notable performers including Feidao Tourism Technology (08069), Yiyuan Wine Industry (08146), and Xinda International Holdings (00111) achieving high rates of 38.64%, 38.57%, and 25.76% respectively [1] - The top three stocks by closing price that reached new highs are Feidao Tourism Technology at 0.055, Yiyuan Wine Industry at 0.970, and Xinda International Holdings at 0.810 [1] - Other significant stocks that reached new highs include Xunhe Group Equity (02997) at 0.044 with a 25.00% increase, and Zhongtian Hongxin (00994) at 0.460 with a 22.45% increase [1] Group 2 - The 52-week low rankings show stocks like Jiahe International Holdings (08591) at 0.900 with a decrease of -16.33%, and Hongxing Cold Chain (01641) at 12.880 with a decrease of -12.08% [3] - Other stocks that reached new lows include Zhongyuan Jianye (09982) at 0.099 with a -10.00% change, and Jingye Mingbang Group (02231) at 0.073 with a -9.72% change [3]

Core Viewpoint - Hongxing Cold Chain (Hunan) Co., Ltd. officially listed on the Hong Kong Stock Exchange on January 13, 2023, with an opening increase of 59.71% on its first trading day, but subsequently saw a decline of over 10% by January 14, 2023 [1] Company Overview - Hongxing Cold Chain was established on October 16, 2006, and is headquartered in Changsha, Hunan Province [1] - The company is primarily engaged in the trading platform for frozen food and cold storage services, with a total cold storage capacity of 320,000 tons [1] Listing Details - The company priced its shares at HKD 12.26 each and issued a total of 23.263 million shares during the listing [1] - This marks the first listed company in Changsha for the year 2026 [1]