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10月31日 狀態: 新提交 | 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) | 01686 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD 1,000,000,000 FF301 第 1 頁 共 11 頁 v 1.1.1 致：香港交易及結算所有限公司 公司名稱 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Views - The report highlights that major overseas AI companies are continuously increasing capital expenditures, focusing on AI infrastructure development, with significant growth in cloud business performance [5][6][19] - The report emphasizes a strong outlook for the "optical, liquid cooling, and domestic computing power" sectors, recommending specific stocks within these areas [7][25] Summary by Sections 1. Overseas AI Financial Summary - Google raised its capital expenditure guidance for 2025 to $91-93 billion, with Q3 capital expenditure reaching $23.953 billion, a year-on-year increase of 83% [5][15] - Meta's Q3 revenue was $51.24 billion, exceeding expectations, with a projected annual expenditure of $70-72 billion for 2025 [16] - Microsoft's Q1 FY2026 revenue reached $77.67 billion, a year-on-year increase of 18%, with significant growth in its cloud segment [17][18] - Amazon's Q3 revenue was $180.2 billion, with AWS net sales of $33.006 billion, a 20% year-on-year increase [19][20] - Celestica's Q3 revenue was $3.19 billion, a 28% increase year-on-year, leading to an upward revision of its annual guidance [21] 2. Communication Data Tracking - As of August 2025, the total number of 5G base stations in China reached 4.646 million, with 5G mobile phone users totaling 1.154 billion, a year-on-year increase of 19.46% [34][12] - The report notes that 5G mobile phone shipments reached 19.992 million units in August 2025, accounting for 88.4% of total shipments, with a slight year-on-year increase of 1.2% [41] - The three major telecom operators showed strong growth in innovative business development, with significant revenue increases in their cloud services [45][50]

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，概不就因本公佈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。 - 1 - | | 普通決議案 | 票數 (%) | | | --- | --- | --- | --- | | | | 贊成 | 反對 | | | (e) 重選蕭漢華先生為董事。 | 1,920,067,626 | 15,849,169 | | | | （99.181309%） | （0.818691%） | | | (f) 重選金耀基教授為董事。 | 1,871,678,654 | 64,238,141 | | | | （96.681772%） | （3.318228%） | | | (ii) 授權董事會釐訂董事酬金。 | 1,935,916,005 | 790 | | | | （99.999959%） | （0.000041%） | | 4. | 續聘德勤關黃陳方會計師行為核數師並授權董 | 1,932,248,574 | 3,669,427 | | | 事會釐訂其酬金。 | （99.81045 ...

Core Viewpoint - Neway Group (01686) announced the issuance of a total of 41,000 shares due to the exercise of stock options [1] Group 1 - The company has issued a total of 41,000 shares as a result of stock option exercises [1]

表格類別： 股票 狀態： 新提交 公司名稱： 新意網集團有限公司 呈交日期： 2025年10月9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 。 | 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) | | 01686 | 說明 | | | | | | | 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) | 已發行股份總數 | | | | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前的現有已發 行股份（不包 ...

Group 1: Hong Kong Stock Market Highlights - Jinli Permanent Magnet (06680) rose over 5%, with institutions optimistic about valuation and performance in the rare earth sector [1] - Heyu-B (02256) increased by more than 7%, as the upcoming launch of Pimiatin is expected to provide continuous sales revenue [1] - Sa Sa International (00178) saw a rise of over 6%, with a 8.4% year-on-year increase in revenue for the second fiscal quarter [1] - Gold stocks continued their recent upward trend, with Chifeng Jilong Gold Mining (06693) up over 14% and Zijin Mining International (02259) up over 7% [1] - Xinjiang Xin Mining (03833) surged over 17%, with the company announcing a near doubling of stock price after its return to A-shares [1] Group 2: U.S. Stock Market Highlights - AMD (AMD.US) rose 3.83% after announcing a 6 GW computing power agreement with OpenAI for future AI infrastructure [3] - Trilogy Metals (TMQ.US) skyrocketed 211% following the U.S. government's announcement to acquire a 10% stake in the company [3] - AppLovin (APP.US) increased by 7.64%, amid reports of an SEC investigation regarding its advertising practices [3] - Ford Motor Company (F.US) fell 6.14% due to a significant fire at a key production facility, expected to halt operations until next year [4] - Soluna Holdings (SLNH.US) surged 12.78%, reporting an increase in mining capacity from 526 PH/s in August to 658 PH/s in September [4]

Group 1 - The Hong Kong stock market saw a collective decline in the cloud computing sector on October 8, with significant drops in major companies [1] - Hong Teng Precision (06088.HK) experienced a decrease of 5.24%, trading at 6.51 HKD [1] - Alibaba-W (09988.HK) fell by 3.27%, with shares priced at 174.6 HKD [1] - Kingsoft (03888.HK) saw a decline of 3.25%, trading at 32.78 HKD [1] - New Oriental Education Group (01686.HK) dropped by 1.45%, with shares at 6.8 HKD [1]

Group 1 - The cloud computing sector experienced a significant decline, with notable drops in stock prices for companies such as Hongteng Precision (-5.24% to HKD 6.51), Alibaba (-3.27% to HKD 174.6), Kingsoft (-3.25% to HKD 32.78), and Neway Group (-1.45% to HKD 6.8) [1] - Internal documents revealed that Oracle's server leasing revenue for the last fiscal quarter ending in August was USD 900 million, with a gross profit of USD 125 million [1] - The documents also indicated that Oracle incurred a loss of approximately USD 100 million in its leasing operations related to NVIDIA's Blackwell [1] Group 2 - On Tuesday, Oracle's stock price fell by as much as 7.1% during trading, ultimately closing down about 2.5%, which negatively impacted the performance of the AI industry chain in the US stock market [1]

| 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) | 01686 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | FF301 本月底法定/註冊股本總額： HKD 1,000,000,000 第 1 頁 共 11 頁 v 1.1.1 致：香港交易及結算所有限公司 公司名稱: 新意網集團有限公司 呈交日期: 2025年10月3日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港 ...

Group 1 - The company, New Idea Network Group (01686), announced the issuance of 40,000 shares due to the exercise of stock options on October 2, 2025 [1]