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晶泰控股(02228.HK):首席财务官谭文康转任香港及国际化发展顾问
Ge Long Hui· 2025-12-17 10:51
格隆汇12月17日丨晶泰控股(02228.HK)宣布,公司首席财务官谭文康将于2025年12月31日卸任首席财务 官一职,并于2026年1月1日转任公司香港及国际化发展顾问,以将更多时间精力投入到公司的香港及海 外业务发展。谭文康亦将担任LCC Technologies Limited(公司全资子公司,总部位于英国利物浦)等公司 海外子公司的非执行董事,为公司香港(包括河套深港科技创新合作区)孵化生态搭建、国际化并购整合 以及可持续发展提供建议和指导。 ...
晶泰控股(02228):谭文康将卸任首席财务官一职
智通财经网· 2025-12-17 10:51
智通财经APP讯,晶泰控股(02228)公布,公司首席财务官谭文康先生将于2025年12 月31日卸任首席财 务官一职,并于2026年1月1日转任公司香港及国际化发展顾问,以将更多时间精力投入到公司的香港及 海外业务发展。谭文康先生亦将担任LCC Technologies Limited(公司全资子公司,总部位于英国利物浦) 等公司海外子公司的非执行董事,为公司香港(包括河套深港科技创新合作区)孵化生态搭建、国际化并 购整合以及可持续发展提供建议和指导。 ...
晶泰控股:谭文康将卸任首席财务官一职
Zhi Tong Cai Jing· 2025-12-17 10:50
晶泰控股(02228)公布,公司首席财务官谭文康先生将于2025年12月31日卸任首席财务官一职,并于 2026年1月1日转任公司香港及国际化发展顾问,以将更多时间精力投入到公司的香港及海外业务发展。 谭文康先生亦将担任LCC Technologies Limited(公司全资子公司,总部位于英国利物浦)等公司海外子公 司的非执行董事,为公司香港(包括河套深港科技创新合作区)孵化生态搭建、国际化并购整合以及可持 续发展提供建议和指导。 ...
晶泰控股(02228) - 自愿性公告 - 高级管理层职务变动
2025-12-17 10:44
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分內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 XtalPi Holdings Limited ( 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ) 晶泰控股有限公司 (股份代號:2228) 自願性公告 高級管理層職務變動 本公告由晶泰控股有限公司(「本公司」或「晶泰」,連同其子公司統稱「本集團」) 自願作出。 譚先生是投資銀行及企業融資領域的資深專家,於2020年加入本公司,始終勤 勉敬業,並在過去五年中為本公司的發展做出了重要貢獻(尤其在本公司上市 及企業融資交易方面)。董事會謹代表本集團全體管理層和全體員工向譚先生 表示衷心的感謝,並期待他在新的崗位上繼續為本集團貢獻。 – 1 – 本公司將於委任首席財務官時發佈公告。 承董事會命 晶泰控股有限公司 董事會主席兼執行董事 溫書豪博士 香港,2025年12月17日 於本公告日期,董事會成員包括執行董事溫書豪博士、馬健博士、賴力鵬博士及蔣一得博士; 以及獨立非執行董事羅卓堅先生、陳穎琪女士 ...
计算机行业2026年投资策略:模型迭代驱动、应用突破与算力国产引领行业发展
GF SECURITIES· 2025-12-12 14:48
Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].
Mirxes晶泰强强联手!从早筛到诊疗,千亿赛道引爆价值重估
Ge Long Hui· 2025-12-05 13:25
今日,港股生物科技板块出现战略性合作动向。专注于癌症早期筛查的Mirxes (02629.HK)宣布与AI医药 平台公司晶泰科技(02228.HK)达成合作,双方旨在整合各自在早期检测与药物研发方面的优势,共同探 索针对亚洲高发癌症的"诊疗一体化"解决方案,此举被视为对癌症防控价值链的一次重要整合尝试。 合作模式:构建"检测+研发"的闭环生态 根据已披露的框架,此次合作的核心在于能力互补与数据驱动: ▪ Mirxes的角色:作为在基于血液miRNA进行癌症早筛领域具有领先地位的公司,Mirxes扮演着"前沿 检测与风险评估专家"的角色。其核心技术在于在癌症早期、甚至癌前阶段识别生物标志物变化,提供 预警信号。 ▪ 晶泰科技的角色:作为以"量子物理+人工智能+机器人实验"为核心技术的研发平台,晶泰科技则承担 了"智能化药物发现引擎"的职能。其平台能高效进行靶点验证、分子设计与优化。 ▪ 协同路径:双方计划共同构建专注于亚洲人群的疾病数据库,并利用该数据资源驱动新诊断标志物与 治疗靶点的发现。其长期愿景是建立一个连接早期风险识别与后续干预指导的一体化平台。 战略意图:从诊断到诊疗,拓宽增长护城河 对于Mirxes ...
晶泰控股(02228) - 截至二零二五年十一月三十日止之股份发行人的证券变动月报表
2025-12-04 10:28
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: 晶泰控股有限公司 ("本公司") 呈交日期: 2025年12月4日 第 2 頁 共 10 頁 v 1.1.1 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) | 02228 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | USD | | 0.00001 | USD | | 1,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | 0 | | 本月底結存 | | | 100,000,000,000 | USD | | ...
港股通(深)净买入17.32亿港元
Core Viewpoint - The Hang Seng Index fell by 1.28% to close at 25,760.73 points on December 3, with a net inflow of HKD 2.279 billion through the southbound trading channel [1][3]. Group 1: Market Activity - The total trading volume for the southbound trading on December 3 was HKD 66.132 billion, with a net buy of HKD 2.279 billion [1]. - The Shanghai Stock Exchange's southbound trading accounted for HKD 39.050 billion in trading volume, with a net buy of HKD 0.548 billion, while the Shenzhen Stock Exchange had a trading volume of HKD 27.082 billion and a net buy of HKD 1.732 billion [1]. Group 2: Active Stocks - In the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest trading volume at HKD 32.55 billion, followed by Tencent Holdings and SMIC with HKD 20.92 billion and HKD 13.12 billion respectively [1]. - In terms of net buy amounts, Alibaba-W led with a net buy of HKD 2.60 billion, despite its stock price dropping by 2.17% [1]. - Tencent Holdings experienced the highest net sell amount of HKD 7.26 billion, with a closing price decrease of 0.97% [1]. Group 3: Shenzhen Stock Exchange Activity - In the Shenzhen Stock Exchange's southbound trading, Alibaba-W also topped the trading volume with HKD 23.90 billion, followed by Xiaomi Group-W and Tencent Holdings with HKD 16.21 billion and HKD 14.74 billion respectively [2]. - Xiaomi Group-W had the highest net buy amount of HKD 9.46 billion, despite a closing price drop of 1.18% [2]. - SMIC recorded the highest net sell amount of HKD 1.88 billion, with a closing price decrease of 2.11% [2].
港股生物科技股普跌,歌礼制药跌超13%
Ge Long Hui A P P· 2025-12-03 07:40
格隆汇12月3日|港股生物科技股普跌,其中,歌礼制药-B跌超13%,圣诺医药-B跌超10%,晶泰控 股、华领医药-B跌超6%,旺山旺水-B跌超5%,三叶草生物-B、亚盛医药-B、维立志博-B、百奥赛图- B、药明合联得超4%。 | 代码 | 名称 | | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01672 | 歌礼制药-B | 0 | -13.54% | 11.750 | 116.56 Z | 290.37% | | 02257 | 圣诺医药-B | | -10.26% | 7.000 | 7.44 Z | 102.31% | | 02228 | 晶泰控股 | | -6.23% | 9.330 | 401.48 Z | 56.02% | | 02552 | 华领医药-B | | -6.10% | 3.230 | 34.13 Z | 121.23% | | 02630 | 旺山旺水-B | | -5.52% | 74.500 | 124.86 Z | 123.25% | | 02197 | 三叶草生物- ...
智通港股通资金流向统计(T+2)|11月24日
智通财经网· 2025-11-23 23:32
Core Insights - The article highlights the net inflow and outflow of funds for various stocks in the Hong Kong market, with Xiaomi Group-W and Alibaba-W leading in net inflows [1][2][3] Net Inflow Rankings - Xiaomi Group-W (01810) recorded a net inflow of 2.376 billion, representing a 12.65% increase in net inflow ratio [2] - Alibaba-W (09988) saw a net inflow of 2.093 billion, with a net inflow ratio of 18.80% [2] - Southern Hang Seng Technology (03033) had a net inflow of 491 million, with a net inflow ratio of 4.80% [2] Net Outflow Rankings - Yingfu Fund (02800) experienced the highest net outflow of -1.486 billion, with a net outflow ratio of -8.64% [2] - Hang Seng China Enterprises (02828) had a net outflow of -515 million, with a net outflow ratio of -10.21% [2] - Crystal Tech Holdings (02228) saw a net outflow of -315 million, with a net outflow ratio of -30.83% [2] Highest Net Inflow Ratios - China Communications Construction (03969) led with a net inflow ratio of 69.49%, amounting to 6.0884 million [3] - Shenzhen Expressway (00548) followed with a net inflow ratio of 62.75%, totaling 5.5017 million [3] - Little Garden (00999) had a net inflow ratio of 57.38%, with a net inflow of 4.8224 million [3] Highest Net Outflow Ratios - Nexperia (01316) had the highest net outflow ratio of -54.38%, with a net outflow of -28.6545 million [3] - China Oriental Education (00667) followed with a net outflow ratio of -53.74%, totaling -30.3571 million [3] - China National Heavy Duty Truck Group (03808) recorded a net outflow ratio of -52.94%, with a net outflow of -44.2218 million [3]