日前，华证指数公布了新一期（2025年10月31日）的ESG评级结果，海天国际（01882.HK）获得AA评 级（华证指数评级为C起至AAA九档，C为最低档，AAA为其最高一级评级/AA为其第二档），上一期 （2025年7月31日）ESG评级为AA。本期ESG评级在25家机械制造行业港股上市公司中排名第4（上一 期排名第3）。 上海华证指数信息服务有限公司（简称"华证指数"），是一家专业从事指数与指数化投资综合服务的公 司，拥有上海证券交易所、深圳证券交易所和香港交易所的指数编制行情授权。证券之星成立ESG生态 联盟，旨在为上市公司和投资机构、ESG研究与评级机构等搭建沟通与交流平台，推动形成具有中国特 色、国际认同的ESG管理体系。 【ESG小知识】ESG中G维度包含哪些内容？治理（G）：指企业的管理结构、决策过程、透明度、道 德准则和法律合规性，好的治理通常包括独立董事监督、透明度和问责制度。 从细项得分来看，海天国际E项得分86.75，评级为A，行业内排名2/25（E项目评分维度包括气候变化、 资源利用、环境污染、环境友好、环境管理）；S项得分86.09，评级为A，行业内排名11/25（S项目评 分维度 ...

证券之星消息，12月9日南向资金减持36.5万股海天国际（01882.HK）。近5个交易日中，获南向资金减 持的有3天，累计净减持32.1万股。近20个交易日中，获南向资金增持的有12天，累计净增持113.1万 股。截至目前，南向资金持有海天国际（01882.HK）1.05亿股，占公司已发行普通股的6.57%。 海天国际控股有限公司是一家主要从事注塑机制造及分销的投资控股公司。该公司的主营业务是从事注 塑机和部件的制造和销售以及提供相关服务。该公司的产品包括长飞亚Venus系列、长飞亚Zeres系列、 长飞亚Jenius系列、海天Mars系列、海天Jupiter系列等产品。该公司产品主要应用于汽车、包装、医 疗、电子、物流、消费品、白色家电等领域。该公司在国内和国外市场开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

Group 1: Robotics Industry - The U.S. government is focusing on the development of robotics, indicating that robotics technology is becoming a key frontier in U.S.-China competition, with potential for continued resonance between the two countries' industries [1] - The Trump administration's actions suggest a strategic elevation of the U.S. robotics industry, with domestic policies expected to follow suit [1] - U.S. companies are actively investing in the robotics sector, creating a closed loop of "model-simulation-hardware," while China's supply chain is accelerating the implementation of robotics in various scenarios [1] Group 2: Construction Machinery - In November, domestic excavator sales exceeded expectations, and exports maintained high growth rates despite a high base, indicating a strong overall fundamental outlook for the sector [2] - The upward trend in both domestic and international sales of construction machinery has been validated, with a focus on overseas markets where profits from exports account for about 70% of many companies [2] - The performance of companies in the construction machinery sector remains strong, with non-excavator domestic sales also showing significant growth [2] Group 3: Lithium Battery Equipment - The electrification of ships is expanding the application of lithium batteries into new scenarios, with a positive outlook for lithium battery equipment in the upcoming year [3] - The demand for lithium batteries is expected to increase as new technologies like solid-state and sodium-ion batteries emerge, enhancing the electrification rate across various sectors [3] - The mid-term acceptance of solid-state batteries is anticipated to be completed by the end of the year, leading to a new round of order tenders from leading battery manufacturers and vehicle manufacturers [3] Group 4: PCB Equipment - The PCB industry is experiencing a resurgence, characterized by high-end product development and factory establishment in Southeast Asia, which is driving the demand for PCB equipment upgrades [4] - Key segments of PCB equipment, such as drilling and plating, hold significant value and are critical for circuit board performance [4] - The industry is evolving towards higher layer counts and more precise wiring due to AI-driven advancements, necessitating improvements in processing technology [4] Group 5: Forklifts & Mobile Robots - Sales of large forklifts are maintaining growth, with domestic sales increasing by 5% to 16% and exports growing by 8% to 23% from July to October [5] - The industry is optimistic about the upward trend in demand for smart logistics and unmanned forklifts, with major companies launching intelligent logistics products in Q4 [5] Group 6: Recommended Companies in Machinery Sector - Key companies recommended include Hengli Hydraulic, Aibin Technology, LiuGong, XCMG, Jereh, Naipu Mining, SANY Heavy Industry, Zoomlion, Anhui Heli, Hangcha Group, Huace Testing, Shoucheng Holdings, Xian Dao Intelligent, Bozhong Precision, Haitai International, Yizhiming, Puyuan Precision Electronics, Zhongji United, and Maiwei Shares [6]

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11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: 海天國際控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2025年12月3日 I. 法定/註冊股本變動 III.已發行股份及/或庫存股份變動詳情 | 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) | 01882 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | | | 本月底結存 | | | 5,000,000,000 HKD | | 0.1 | HK ...

Core Insights - Southbound funds increased their holdings in Haitian International (01882.HK) by 393,000 shares on November 21, 2025, marking a total net increase of 2.487 million shares over the past five trading days [1] - Over the last 20 trading days, there have been 13 days of net increases in holdings, totaling 329,000 shares [1] - As of now, southbound funds hold 10.5 million shares of Haitian International, representing 6.58% of the company's total issued ordinary shares [1] Trading Data Summary - On November 21, 2025, total shares held were 10.5 million, with a change of 393,000 shares, reflecting a 0.38% increase [2] - On November 20, 2025, total shares held were 10.5 million, with a change of 886,000 shares, reflecting a 0.85% increase [2] - On November 19, 2025, total shares held were 10.4 million, with a change of 83,000 shares, reflecting a 0.08% increase [2] - On November 18, 2025, total shares held were 10.4 million, with a change of 537,000 shares, reflecting a 0.52% increase [2] - On November 17, 2025, total shares held were 10.3 million, with a change of 588,000 shares, reflecting a 0.57% increase [2] Company Overview - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [2] - The company's main business includes the manufacturing and sales of injection machines and components, along with providing related services [2] - The product range includes the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2] - The company operates in both domestic and international markets [2]

Group 1 - Southbound funds increased their holdings in Haitian International (01882.HK) by 886,000 shares on November 20, 2025, marking a 0.85% increase [1][2] - Over the past five trading days, southbound funds have increased their holdings for four days, with a total net increase of 1.99 million shares [1][2] - In the last 20 trading days, there were eight days of net reduction in holdings, totaling a decrease of 373,000 shares [1][2] Group 2 - As of now, southbound funds hold 10.5 million shares of Haitian International, representing 6.55% of the company's total issued ordinary shares [1][2] - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [2] - The company's main products include the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are used in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2]

Core Viewpoint - Southbound funds increased their holdings in Haitian International (01882.HK) by 537,000 shares on November 18, 2025, indicating a positive sentiment towards the company [1]. Group 1: Shareholding Changes - Over the past five trading days, there were two days of net reductions in holdings by southbound funds, totaling a net decrease of 15,000 shares [1]. - In the last twenty trading days, there were nine days of net reductions, with a cumulative decrease of 848,000 shares [1]. - As of now, southbound funds hold 10.4 million shares of Haitian International, representing 6.49% of the company's total issued ordinary shares [1]. Group 2: Company Overview - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [2]. - The company's main business includes the manufacturing and sales of injection machines and components, along with providing related services [2]. - The product range includes the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2].

Core Viewpoint - Southbound funds have reduced their holdings in Haitian International (01882.HK) by 1.39 million shares on November 13, 2025, indicating a trend of net selling over recent trading days [1] Group 1: Shareholding Changes - In the last five trading days, southbound funds have reduced their holdings for three days, with a total net reduction of 1.383 million shares [1] - Over the past 20 trading days, there have been ten days of net selling, totaling a reduction of 2.153 million shares [1] - As of now, southbound funds hold 10.3 million shares of Haitian International, accounting for 6.43% of the company's total issued ordinary shares [1] Group 2: Company Overview - Haitian International Holdings Limited is primarily engaged in the manufacturing and distribution of injection molding machines [2] - The company's main business includes the manufacturing and sales of injection machines and components, along with providing related services [2] - The product range includes the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are applied in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2]

Group 1 - The core point of the news is that southbound funds have increased their holdings in Haitian International (01882.HK) by 354,000 shares on November 12, 2025, marking a net increase of 140,000 shares over the last five trading days [1] - Over the past 20 trading days, southbound funds have reduced their holdings on 9 occasions, resulting in a cumulative net reduction of 1,190,000 shares [1] - As of now, southbound funds hold 10.4 million shares of Haitian International, accounting for 6.52% of the company's total issued ordinary shares [1] Group 2 - The total number of shares held by southbound funds on November 12, 2025, is 10.4 million, with a change of 354,000 shares, reflecting a change rate of 0.34% [2] - The previous trading day, November 11, 2025, saw a decrease of 383,000 shares, which is a change rate of -0.37% [2] - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines, with products used in various sectors including automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2]

Group 1 - Goldman Sachs has raised GDP growth expectations for China and India due to manufacturing and export growth [1] - The report expresses a more favorable outlook for the technology, materials, insurance, and industrial sectors this month [1] - Ratings for the energy sector and other industries have been downgraded [1] Group 2 - Goldman Sachs has released a new list of buy-rated stocks in the Hong Kong market, including AIA (01299.HK), Techtronic Industries (00669.HK), China Pacific Insurance (02328.HK), and Lenovo Group (00992.HK) among others [2] - The list features a total of 25 companies, indicating a diverse range of sectors and investment opportunities [2][3]