Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Xixiangfeng Group (02473) saw the largest increase in holdings, rising by 3.67% to a total of 15.96% [2]. - Chifeng Jilong Gold (06693) experienced a 2.20% increase, bringing its total holding to 39.55% [2]. - Southern East Select (03441) increased by 0.92%, reaching a holding of 17.08% [2]. - In the last five trading days, Xixiangfeng Group (02473) had the highest increase of 13.55%, with a current holding of 15.96% [3]. - Other notable increases include Nanhua Futures (02691) at 3.96% and Sanhua Intelligent Control (02050) at 3.33% [3]. Group 2: Companies with Decreased Holdings - The largest decrease was observed in the Yingfu Fund (02800), which fell by 2.58% to a holding of 0.83% [2]. - Beijing Jingcheng Machinery Electric Company (00187) and Junda Co., Ltd. (02865) both decreased by 1.19%, with holdings of 46.31% and 46.26% respectively [2]. - In the last five trading days, Junda Co., Ltd. (02865) saw a significant drop of 13.42%, now holding 46.26% [3]. - Other companies with notable decreases include Lion Group (02562) at -3.38% and Weimob Group (02013) at -3.32% [3].

呈交日期: 2026年2月4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: 浙江三花智能控制股份有限公司 | 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) | 02050 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 476,536,400 | RMB | | 1 | RMB | | 476,536,400 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 476,536,400 | RMB | | 1 | RMB | | 476,536,400 | | 2. 股份分類 ...

(记者 刘志远 陈旭) 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 三花智控主要从事生产销售空调冰箱之元器件及部件、汽车空调及新能源车热管理之元器件及部件、咖啡机洗碗机洗衣机之元器件及部件。 | 市值(亿元) | 时间 | 2023Y | | 2024Y 2025前三 | | --- | --- | --- | --- | --- | | 2071.42 | | | | 季度 | | | 营业收入 | | 279.47 | 240.29 | | 机构持股 | (亿元) | | | | | | 归母净利润 | | 192.98 | 316.35 | | 北向资金持股比例 | (亿元) | | | | | 3.49% | 净资产收益率 (%) | | 16.77 | 13.67 | | (12月31日) | | | | | | | 毛利率 | | 27.47 | 28.08 | | | (%) | | | | | | 每股收益 (元) | | | | | 最新监管情况 | | | | | | 近一年无相关信息 | 经营活动现金流 | | 43.67 | 30.58 | | ...

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: 浙江三花智能控制股份有限公司 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) | 02050 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 476,536,400 | RMB | | 1 | RMB | | 476,536,400 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 476,536,400 | RMB | | 1 | RMB | | 476,536,400 | | 2. 股份分類 ...

Core Viewpoint - Sanhua Intelligent Controls has experienced fluctuations in stock price and trading volume, with a recent increase of 2.01% in share price, reaching 51.76 CNY per share, while the company has seen a year-to-date decline of 6.21% [1] Company Overview - Sanhua Intelligent Controls, established on September 10, 1994, and listed on June 7, 2005, is based in Shaoxing, Zhejiang Province, China. The company primarily engages in the manufacturing of refrigeration and air conditioning electrical components and automotive parts [2] - The company's revenue composition is 63.88% from refrigeration and air conditioning electrical components and 36.12% from automotive parts [2] - The company operates in two segments: HVAC and electrical equipment, and automotive thermal management, with key products including four-way valves, electronic expansion valves, and electronic water pumps [2] Financial Performance - As of September 30, 2025, Sanhua Intelligent Controls reported a revenue of 24.03 billion CNY, reflecting a year-on-year growth of 16.86%, and a net profit attributable to shareholders of 3.24 billion CNY, up 40.85% year-on-year [3] - The company has distributed a total of 8.83 billion CNY in dividends since its A-share listing, with 3.64 billion CNY distributed over the past three years [4] Shareholder Information - As of September 30, 2025, the number of shareholders increased to 445,500, with an average of 8,271 circulating shares per person, a decrease of 41.88% from the previous period [3] - Major shareholders include Hong Kong Central Clearing Limited and various ETFs, with some experiencing a reduction in shareholding [4]

Group 1 - The performance of the robotics sector is mixed, with companies like Woan Robotics (06600) rising by 18.71%, Gangzi Robotics (00370) by 4.44%, and Ubtech (09880) by 2.34%, while others like Yunji (02670) fell by 3.17% and Micron Robotics (02252) by 1.62% [1][2] - Tencent's Senior Executive Vice President, Tang Daosheng, stated that Chinese robotics companies deserve higher valuations in the capital market, emphasizing that the competitive environment forces companies to accelerate technology iteration and application, which has not been fully priced by the market [1][2] - Guojin Securities highlighted that 2026 is a crucial year for humanoid robots, with Tesla's supply chain expected to launch its first mass-produced product in Q1 2026, and large-scale production lines to be completed in H1 2026, leading to a significant increase in domestic shipments from thousands to tens of thousands [1][2]

Core Viewpoint - Sanhua Intelligent Controls (002050) is actively expanding its business in the liquid cooling server sector, leveraging its extensive experience in thermal management components [1] Group 1: Company Insights - The company has over 40 years of expertise in thermal management components, including valves, pumps, and heat exchangers, which are highly compatible with liquid cooling server requirements [1] - Sanhua has achieved large-scale production and technological iteration in thermal management components, enabling quick adaptation to the operational needs of liquid cooling servers [1] Group 2: Industry Developments - The company is pursuing collaborations with enterprises related to liquid cooling technology to enhance its market presence in this emerging field [1]

Group 1 - The core point of the article is that Schroders PLC has reduced its stake in Sanhua Intelligent Control (02050.HK) by selling 1.2167 million shares at an average price of HKD 36.3826 per share, resulting in a total transaction value of approximately HKD 44.2667 million [1] - After the sale, Schroders PLC's total shareholding in Sanhua Intelligent Control decreased to 42.6445 million shares, which represents a reduction in ownership from 9.20% to 8.95% [1][2]

智通财经APP获悉，香港联交所最新数据显示，1月23日，Schroders PLC减持三花智控(02050)121.67万 股，每股均价36.3826港元，总金额约为4426.67万港元。减持后最新持股数目为4264.45万股，最新持股 比例为8.95%。 ...

香港联交所最新数据显示，1月23日，Schroders PLC减持三花智控（002050）(02050)121.67万股，每股 均价36.3826港元，总金额约为4426.67万港元。减持后最新持股数目为4264.45万股，最新持股比例为 8.95%。 ...