来源：格隆汇APP | 代码 | 名称 | | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01347 | 华虹半导体 | 0 | -3.73% | 69.700 | 1209.99亿 | 221.94% | | 02658 | 天域半导体 | | -3.19% | 44.300 | 174.22亿 | -23.62% | | 02577 | 英语塞科 | | -3.23% | 76.350 | 698.68 Z | 144.32% | | 00522 | ASMPT | | -2.22% | 77.100 | 322.09亿 | 3.74% | | 06908 | 宏光半导体 | | -1.96% | 0.500 | 4.69亿 | -25.37% | | 00981 | 中心国际 | | -1.64% | 66.050 | 5284.2亿 | 107.70% | | 01385 | 上海复日 | | -1.29% | 39.920 | 327.91亿 | 165.56% | | 00763 | 中兴通 ...

智通财经APP获悉，香港联交所最新资料显示，12月5日，贝克微(02149)股东将股票由法国巴黎银行转 入香港上海汇丰银行，转仓市值4219.42万港元，占比5.20%。 11月28日，Asian Equity Special Opportunities Portfolio Master Fund Limited增持贝克微11.56万股，每股作 价45.0826港元，总金额约为521.155万港元。增持后最新持股数目约为259.06万股，持股比例为 14.39%。 ...

香港联交所最新资料显示，12月5日，贝克微(02149)股东将股票由法国巴黎银行转入香港上海汇丰银 行，转仓市值4219.42万港元，占比5.20%。 11月28日，Asian Equity Special Opportunities Portfolio Master Fund Limited增持贝克微11.56万股，每股作 价45.0826港元，总金额约为521.155万港元。增持后最新持股数目约为259.06万股，持股比例为 14.39%。 ...

Group 1 - Asian Equity Special Opportunities Portfolio Master Fund Limited increased its stake in Baker Micro (02149) by 115,600 shares at a price of HKD 45.0826 per share, totaling approximately HKD 5.21155 million [1] - After the increase, the total number of shares held by the fund is approximately 2.5906 million, representing a holding percentage of 14.39% [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: 蘇州貝克微電子股份有限公司 呈交日期: 2025年12月1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) | 02149 | 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 | | | 18,000,000 | RMB | | 1 RMB | | 18,000,000 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 18,000,000 | RMB | | 1 RMB | | 18,000,000 | | 2. 股份分類 | 普通股 | 股份類別 | ...

Group 1 - RAYS Capital Partners Limited increased its stake in Baker Micro (02149) by acquiring 14,000 shares at a price of 44.3914 HKD per share, totaling approximately 621,500 HKD [1] - Following the acquisition, RAYS Capital Partners Limited's total shareholding in Baker Micro reached 2.7016 million shares, representing a 15% ownership stake [1]

Core Viewpoint - RAYS Capital Partners Limited has increased its stake in Baker Micro (02149) by acquiring 14,000 shares at a price of HKD 44.3914 per share, totaling approximately HKD 621,500, resulting in a new holding of 2.7016 million shares, representing 15% ownership [1] Summary by Category - **Share Acquisition** - RAYS Capital Partners Limited purchased 14,000 shares of Baker Micro at HKD 44.3914 each [1] - The total investment for this acquisition was around HKD 621,500 [1] - **Ownership Structure** - Following the acquisition, RAYS Capital's total shareholding in Baker Micro increased to 2.7016 million shares [1] - The new ownership percentage stands at 15% [1]

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index dropping by 2.38%, the Hang Seng China Enterprises Index falling by 2.45%, and the Hang Seng Tech Index decreasing by 3.21% [1][2]. Sector Performance - The pharmaceutical sector faced the largest declines, with notable drops in internet healthcare, AI healthcare, biopharmaceuticals, pharmaceutical outsourcing, and innovative drug concepts. Key stocks included: - 3SBio (01530.HK) down 9.44% - WuXi Biologics (01873.HK) down 6.09% - Kingsoft Cloud (01548.HK) down 6.05% - Innovent Biologics (02696.HK) down 5.62% - CanSino Biologics (09926.HK) down 5.39% - JD Health (06618.HK) down 8.6% - Ping An Good Doctor (01833.HK) down 4.28% - Alibaba Health (00241.HK) down 4.46% - Crystal International (02228.HK) down 4.82% - MicroPort Scientific (02252.HK) down 3.55% [3]. Impact of Economic Data - The recent U.S. non-farm payroll data exceeded expectations, leading to a decrease in the likelihood of a Federal Reserve rate cut in December. This has implications for the valuation and financing of innovative drugs, as the cooling expectations for rate cuts may impact investment sentiment [3]. Commodity and Energy Sector - The weakening expectations for a December rate cut have also affected the U.S. dollar index, which surpassed the 100-point mark, putting pressure on the commodities sector. Key declines included: - Ganfeng Lithium (01772.HK) down 12.47% - Tianqi Lithium (09696.HK) down 11.93% - Jinchuan Group (06680.HK) down 6.63% - Lingbao Gold (03330.HK) down 5.47% - China Aluminum (02600.HK) down 4.85% - Chalco International (02068.HK) down 4.74% [4]. Renewable Energy Sector - The power equipment, photovoltaic, and wind power sectors also performed poorly, with significant declines in: - Northeast Electric (00042.HK) down 7.02% - Xinyi Solar (00968.HK) down 7.51% - GCL-Poly Energy (03800.HK) down 5.83% - Yihua Energy (02402.HK) down 6.27% - Flat Glass Group (06865.HK) down 6.02% [4]. Semiconductor Sector - The semiconductor sector saw notable declines, with: - SMIC (00981.HK) down 6.39% - Hua Hong Semiconductor (01347.HK) down 6.09% - Shanghai Fudan (01385.HK) down 3.78% - Beike Micro (02149.HK) down 5.2% [5]. Technology Sector - Other technology-related sectors, including cloud computing and AI, also faced downward pressure, with significant drops in: - Tencent Music (01698.HK) down 5.98% - Baidu (09888.HK) down 5.79% - Alibaba Group (09988.HK) down 4.65% - NetEase (09999.HK) down 3.76% [5].

Group 1 - Asian Equity Special Opportunities Portfolio Master Fund Limited increased its stake in Baker Hughes (02149) by 5000 shares at a price of HKD 49.52 per share, totaling HKD 247,600 [1] - After the increase, the total number of shares held by the fund is 2.3449 million, representing a holding percentage of 13.02% [1]

Group 1 - Asian Equity Special Opportunities Portfolio Master Fund Limited increased its stake in Baker Micro (02149) by 5,000 shares at a price of HKD 49.52 per share, totaling HKD 247,600 [1] - After the increase, the total number of shares held by the fund is 2.3449 million, representing a holding percentage of 13.02% [1]