Group 1 - The core viewpoint of the article highlights that SenSong International (02155) has seen a significant stock price increase, rising over 8% and reaching HKD 9.08, with a trading volume of HKD 22.42 million [1] - According to a report from Cinda Securities, the domestic market is expected to return to rationality starting in the second half of 2024, with gross margins gradually recovering to reasonable levels. This recovery is anticipated to be driven by a rebound in innovative drug financing and frequent BD transactions, leading to a revival in the CMO sector, which will gradually impact the pharmaceutical equipment industry and potentially achieve a cyclical reversal [1] - Open Source Securities reports that SenSong International, as a global leader in high-end pressure equipment, will benefit from the recovery of CAPEX in the pharmaceutical industry and the expansion demands from overseas MNCs. The company has seen rapid growth in new orders, with the release of Phase II capacity in Malaysia shortening project cycles. Additionally, the acquisition of Pharmadue and Bioenhance has strengthened its biopharmaceutical capabilities, while the "MVP" digital solutions are driving rapid performance growth [1]

Group 1 - The stock of SenSong International (02155.HK) experienced a significant increase, rising over 8% at one point and closing with a gain of 7.97%, priced at 9.08 HKD [1][1][1] - The trading volume reached 22.42 million HKD, indicating strong market interest [1][1][1]

Core Viewpoint - SenSong International (02155) has seen a significant increase in stock price, rising over 8% and currently trading at 9.08 HKD, with a trading volume of 22.42 million HKD. This surge is attributed to positive industry forecasts regarding the pharmaceutical sector and the company's strategic positioning in high-end pressure equipment [1]. Group 1: Industry Insights - According to Cinda Securities, the domestic market is expected to return to rationality starting in the second half of 2024, with gross margins gradually recovering to reasonable levels [1]. - The recovery in innovative drug financing and frequent BD transactions are driving a resurgence in Contract Manufacturing Organizations (CMOs), which is anticipated to positively impact the pharmaceutical equipment industry, suggesting a cyclical turnaround [1]. - Global strategic security backups and commitments from multinational pharmaceutical companies (MNCs) to invest domestically in the U.S. are expected to accelerate fixed asset expenditures in the pharmaceutical sector over the next three years [1]. Group 2: Company Performance - SenSong International is positioned as a leader in high-end pressure equipment, benefiting from the recovery in pharmaceutical industry capital expenditures (CAPEX) and the expansion demands from overseas MNCs [1]. - The company has experienced rapid growth in new orders, aided by the release of additional capacity in Malaysia and the acquisition of PharmaDo and BioEnhance, which strengthen its biopharmaceutical capabilities [1]. - The implementation of the "MVP" digital solution is driving significant performance growth for SenSong International [1].

Group 1 - The core viewpoint of the article highlights that SenSong International (02155) has seen a significant stock price increase, rising over 8% and reaching HKD 9.08, with a trading volume of HKD 22.42 million [1] - According to a report from Cinda Securities, the domestic market is expected to return to rationality starting in the second half of 2024, with gross margins gradually recovering to reasonable levels. This recovery is anticipated to be driven by a rebound in innovative drug financing and frequent BD transactions, leading to a revival in the CMO sector, which will gradually impact the pharmaceutical equipment industry and potentially achieve a cyclical reversal [1] - Open Source Securities reports that SenSong International, as a global leader in high-end pressure equipment, will benefit from the recovery of CAPEX in the pharmaceutical industry and the expansion demands from overseas MNCs. The company has seen rapid growth in new orders, with the release of Phase II capacity in Malaysia shortening project timelines. Additionally, the acquisition of Pharmadue and Bioenhance has strengthened its biopharmaceutical capabilities, while the "MVP" digital solutions are driving significant performance growth [1]

Group 1 - The core point of the news is that Southbound funds have reduced their holdings in Sensong International (02155.HK) by 162,000 shares on December 18, 2025, marking a total net reduction of 268,000 shares over the last five trading days and 8.692 million shares over the last 20 trading days [1][2] - As of now, Southbound funds hold 191 million shares of Sensong International, which represents 15.3% of the company's total issued ordinary shares [1][2] Group 2 - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment including process modules and modular plants [2] - The company also offers value-added services such as design, validation, and maintenance of pressure equipment, operating in both domestic and overseas markets [2]

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告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 Morimatsu International Holdings Company Limited 森松國際控股有限公司 （ 於 香 港 註 冊 成 立 的 有 限 公 司 ） （股 份 代 號：2155） 有關租賃協議的 關連交易 根據上市規則第14.07條，本公司根據租賃協議確認的使用權資產估計價值的 最高適用百分比率超過0.1%但全部適用百分比率均低於5%，故訂立租賃協 議須遵守上市規則第14A章項下的申報及公告規定，惟獲豁免遵守通函（包括 獨立財務意見）及股東批准規定。 – 1 – 租賃協議 於2025年12月12日，本公司的附屬公司森松重工（作為承租人）與森松化工（作 為出租人）訂立租賃協議，據此，森松化工同意在租期內向森松重工租賃物業。 租賃協議的主要條款概述如下： 租賃協議 於2025年12月12日，本公司的附屬公司森松重工（作為承租人）與森松化工（作 為出租人）訂立租賃協議，據此，森松化工 ...

Group 1 - The core point of the news is that Southbound funds have reduced their holdings in Sensong International (02155.HK) by 2.607 million shares on December 11, 2025, marking a total net reduction of 5.538 million shares over the last five trading days and 8.062 million shares over the last twenty trading days [1][2] - As of now, Southbound funds hold 191 million shares of Sensong International, which accounts for 15.32% of the company's total issued ordinary shares [1][2] - The trading data indicates fluctuations in shareholding, with a decrease of 1.35% on December 11, 2025, following a slight increase of 0.32% on December 10, 2025, and a decrease of 1.10% on December 8, 2025 [2] Group 2 - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment including process modules and modular plants [2] - Sensong International also offers value-added services such as design, validation, and maintenance of pressure equipment, operating in both domestic and overseas markets [2]

Group 1 - The core viewpoint of the article highlights the recent trading activity of Southbound funds in relation to Sensong International (02155.HK), indicating a net reduction in holdings over the past trading days [1] - Over the last 5 trading days, Southbound funds have reduced their holdings for 4 days, resulting in a total net reduction of 4.178 million shares [1] - In the last 20 trading days, there have been 12 days of net reductions, totaling 3.822 million shares [1] Group 2 - As of now, Southbound funds hold 193 million shares of Sensong International, which represents 15.48% of the company's total issued ordinary shares [1] - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [1] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment like process modules and modular plants [1]

Group 1 - The core point of the news is that Southbound funds have reduced their holdings in Sensong International (02155.HK) by 472,000 shares on December 1, 2025, marking a trend of net reductions over the past trading days [1] - Over the last five trading days, Southbound funds have reduced their holdings for four days, with a total net reduction of 1.807 million shares [1] - In the last twenty trading days, there were twelve days of net increases in holdings, totaling 2.258 million shares [1] Group 2 - As of now, Southbound funds hold 198 million shares of Sensong International, which represents 15.88% of the company's total issued ordinary shares [1] - Sensong International Holdings Limited primarily engages in the manufacturing of pressure equipment and provides comprehensive pressure equipment solutions [2] - The company's main products include traditional pressure equipment such as heat exchangers, vessels, reactors, and towers, as well as modular pressure equipment like process modules and modular plants [2]

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: | 森松國際控股有限公司 | | | 呈交日期: | 2025年12月1日 | | | I. 法定/註冊股本變動 不適用 | | | | 備註： | | | | 因森松國際控股有限公司("本公司")是於香港註冊成立的公司, "法定股本"之概念不適用於本公司。 | | | FF301 II. 已發行股份及/或庫存股份變動 | 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) | 02155 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 1,245,419,000 | | 0 ...