Group 1 - Goldman Sachs has raised GDP growth expectations for China and India due to manufacturing and export growth [1] - The report expresses a positive outlook for the technology, materials, insurance, and industrial sectors this month [1] - Ratings for the real estate and energy sectors have been downgraded [1] Group 2 - A list of recommended stocks for investment in the Hong Kong market includes: AIA (01299.HK), Xiaomi-W (01810.HK), Hong Kong Exchanges (00388.HK), Ping An (02318.HK), Zijin Mining (02899.HK), Techtronic Industries (00669.HK), China Pacific Insurance (02328.HK), China Life Insurance (02601.HK), Lenovo Group (00992.HK), Luoyang Molybdenum (03993.HK), Hua Hong Semiconductor (01347.HK), Zhaojin Mining (01818.HK), Chalco (02600.HK), Weichai Power (02338.HK), CICC (03908.HK), Jiangxi Copper (00358.HK), AAC Technologies (02018.HK), Conch Cement (00914.HK), BYD Electronics (00285.HK), Minmetals Resources (01208.HK), CRRC (01766.HK), JD Logistics (02618.HK), Swire Properties A (00019.HK), China National Building Material (03323.HK), and Times Electric (03898.HK) [1]

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10月31日 狀態: 新提交 II. 已發行股份及/或庫存股份變動 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11月4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) | 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 | HKD ...

Core Insights - Southbound funds increased their holdings in Haitian International (01882.HK) by 49,000 shares on October 28, 2025, while experiencing a net reduction of 1,040,000 shares over the past five trading days [1] - Over the last 20 trading days, there were 13 days of net increases in holdings, totaling 3,551,500 shares [1] - As of now, southbound funds hold 10.4 million shares of Haitian International, accounting for 6.53% of the company's total issued ordinary shares [1] Trading Data Summary - On October 28, 2025, total shares held were 104 million, with a change of 49,000 shares, reflecting a 0.05% increase [2] - On October 27, 2025, total shares held remained at 104 million, with a change of 63,000 shares, reflecting a 0.06% increase [2] - On October 24, 2025, total shares held were 105 million, with a reduction of 542,000 shares, reflecting a -0.52% decrease [2] - On October 23, 2025, total shares held were 105 million, with a reduction of 309,000 shares, reflecting a -0.29% decrease [2] - On October 22, 2025, total shares held were 105 million, with a reduction of 301,000 shares, reflecting a -0.29% decrease [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 molding 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] - The company operates in both domestic and international markets [2]

Core Viewpoint - Recent trading activity indicates a reduction in holdings by southbound funds in Haitian International (01882.HK), with a notable decrease of 309,000 shares on October 23, 2025, reflecting a 0.29% decline in ownership [1][2]. Group 1: Trading Activity - Southbound funds reduced their holdings by 309,000 shares on October 23, 2025, marking a 0.29% decrease [2]. - Over the past five trading days, there were two days of net increases in holdings, totaling 76,000 shares [1]. - In the last 20 trading days, there were 12 days of net increases, with a cumulative addition of 3,997,500 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 products include the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series [2]. - The applications of the company's products span various sectors, including automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2].

Core Insights - Southbound funds reduced their holdings in Haitian International (01882.HK) by 175,000 shares on October 16, 2025, marking a decrease of 0.17% [1][2] - Over the past five trading days, there were four days of net increases in holdings by southbound funds, totaling an increase of 1,539,000 shares [1] - In the last 20 trading days, there were 13 days of net increases, with a total increase of 4,601,500 shares, bringing the total holdings of southbound funds in Haitian International to 10.5 million shares, which represents 6.55% of the company's issued ordinary shares [1][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, as well as 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 used in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2]

Core Insights - Southbound funds increased their holdings in Haitian International (01882.HK) by 591,000 shares on October 14, 2025, marking a total net increase of 1,816,500 shares over the past five trading days [1] - Over the last 20 trading days, there have been 12 days of net increases in holdings, totaling 2,868,500 shares [1] - As of now, southbound funds hold 10.4 million shares of Haitian International, representing 6.52% of the company's total issued ordinary shares [1] Trading Data Summary - On October 14, 2025, total shares held were 10.4 million with a change of 591,000 shares, reflecting a 0.57% increase [2] - On October 13, 2025, total shares held remained at 10.4 million with a minor change of 8,000 shares, indicating a 0.01% increase [2] - On October 3, 2025, total shares held were 10.4 million with an increase of 471,000 shares, showing a 0.46% rise [2] - On October 2, 2025, total shares held were 10.3 million with a change of 39,500 shares, reflecting a 0.04% increase [2] - On September 30, 2025, total shares held were 10.3 million with an increase of 707,000 shares, indicating a 0.69% rise [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]

Core Insights - Southbound funds increased their holdings in Haitian International (01882.HK) by 8,000 shares on October 13, 2025, marking a total net increase of 2.1375 million shares over the last five trading days [1] - Over the past 20 trading days, there have been 12 days of net increases in holdings, totaling 2.5405 million shares [1] - As of now, southbound funds hold 104 million shares of Haitian International, representing 6.49% of the company's total issued ordinary shares [1] Summary by Category Shareholding Changes - On October 13, 2025, total shares held reached 104 million with a change of 8,000 shares, reflecting a 0.01% increase [2] - On October 3, 2025, the total shares held were 104 million with a change of 471,000 shares, a 0.46% increase [2] - On October 2, 2025, total shares held were 103 million with a change of 39,500 shares, a 0.04% increase [2] - On September 30, 2025, total shares held were 103 million with a change of 707,000 shares, a 0.69% increase [2] - On September 29, 2025, total shares held were 102 million with a change of 912,000 shares, a 0.90% 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]

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "earnings revision leading indicator" criterion, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - Tencent (00700.HK) is included in the list of recommended stocks [1] - Alibaba-W (09988.HK) is also featured as a buy recommendation [1] - Xiaomi-W (01810.HK) is highlighted as a potential investment opportunity [1] - AIA Group (01299.HK) is part of the recommended stocks [1] - Pinduoduo (PDD.US) is listed among the buy stocks [1] - Hong Kong Exchanges and Clearing (00388.HK) is included in the recommendations [1] - Ping An Insurance (02318.HK) is mentioned as a buy [1] - Kuaishou-W (01024.HK) is part of the recommended list [1] - Techtronic Industries (00669.HK) is highlighted as a potential investment [1] - China Pacific Insurance (02328.HK) is included in the buy recommendations [1] - Lenovo Group (00992.HK) is featured in the list [1] - ZTO Express-W (02057.HK) is also recommended [1] - Hua Hong Semiconductor (01347.HK) is part of the buy list [1] - Kingdee International (00268.HK) is included in the recommendations [1] - GDS Holdings Limited-SW (09698.HK) is highlighted as a potential investment [1] - AAC Technologies (02018.HK) is part of the recommended stocks [1] - BYD Electronic (00285.HK) is included in the buy recommendations [1] - China International Capital Corporation (03908.HK) is featured in the list [1] - Weichai Power (02338.HK) is mentioned as a buy [1] - CRRC Corporation (01766.HK) is included in the recommendations [1] - JD Logistics (02618.HK) is part of the recommended stocks [1] - Swire Pacific A (00019.HK) is highlighted as a potential investment [1] - Miniso Group (09896.HK) is included in the buy recommendations [1] - Times Electric (03898.HK) is part of the recommended list [1] - Haitian International (01882.HK) is also featured in the recommendations [1]

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "Earnings Revisions Leading Indicator" criteria, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - The report includes a list of stocks recommended for purchase, which are: - Tencent (00700.HK) - Alibaba-W (09988.HK) - Xiaomi-W (01810.HK) - AIA (01299.HK) - Pinduoduo (PDD.US) - Hong Kong Exchanges and Clearing (00388.HK) - Ping An Insurance (02318.HK) - Kuaishou-W (01024.HK) - Techtronic Industries (00669.HK) - China Pacific Insurance (02328.HK) - Lenovo Group (00992.HK) - ZTO Express-W (02057.HK) - Hua Hong Semiconductor (01347.HK) - Kingdee International (00268.HK) - GDS Holdings-SW (09698.HK) - AAC Technologies (02018.HK) - BYD Electronic (00285.HK) - China International Capital Corporation (03908.HK) - Weichai Power (02338.HK) - CRRC Corporation (01766.HK) - JD Logistics (02618.HK) - Swire Pacific A (00019.HK) - Miniso Group (09896.HK) - Times Electric (03898.HK) - Haitian International (01882.HK) [1]

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 | 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 HKD | | 500,000,000 | 本月底法定/註冊股本總額： HKD 500,000,000 第 1 頁 共 10 頁 v 1.1.1 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 ...