格隆汇12月22日丨晶泰控股(02228.HK)发布公告，就2025年12月20日归属的受限制股份单位，于2025年 12月22日向董事配发22.5万股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 晶泰控股有限公司（"本公司"） 呈交日期： 2025年12月22日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02228 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | ...

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。 ...

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(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。 ...

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 ...

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].

Core Viewpoint - The strategic collaboration between Mirxes and Jingtai Technology aims to integrate their strengths in early cancer detection and drug development, creating a comprehensive "diagnosis and treatment integration" solution for high-incidence cancers in Asia [1] Collaboration Model - The partnership focuses on building a closed-loop ecosystem of "detection + research" [2] - Mirxes will act as a "frontline detection and risk assessment expert" utilizing its leading position in blood-based miRNA cancer screening [3] - Jingtai Technology will serve as an "intelligent drug discovery engine" leveraging quantum physics, AI, and robotic experimentation [3] - Both companies plan to create a disease database focused on the Asian population to drive the discovery of new diagnostic markers and therapeutic targets [3] Strategic Intent - This collaboration signifies Mirxes' strategic shift from solely "early diagnosis" to a broader "diagnosis and treatment integration" approach [4] - By closely aligning with upstream drug development platforms, the company aims to participate in higher-value treatment segments, enhancing its competitive barriers and customer loyalty [5] Fundamental Support - Mirxes' strategic advancement is backed by improving fundamentals [6] - Recent business expansions include inclusion in the Hang Seng Composite Index, endorsement from Malaysia's sovereign fund, and obtaining key market access qualifications [7] - The company reported a revenue of $10.5 million in the first half of the year, with core early screening business revenue growing by 50% year-over-year [7] - Gross margin improved significantly from 49% to 67.6%, indicating strong product capability and cost control [7] - Cash reserves reached $108 million, providing financial flexibility for R&D collaboration and market expansion [7] Investment Perspective - Mirxes currently exhibits strong growth in core business and a clear long-term strategy [8] - Short-term certainty is based on the commercial progress of its gastric cancer screening and the effectiveness of its high-margin business model [9] - Long-term potential is enhanced by collaborations with major players like Watson and Jingtai, which open avenues for extending from diagnostic data to treatment [9] Conclusion - The strategic partnership between Mirxes and Jingtai Technology represents a forward-looking move to break through the limitations of the early screening industry and tap into the larger precision medicine market [11] - The company is at a critical juncture of "performance realization" and "model transition," necessitating attention to both existing business growth and the potential value creation from the new ecosystem [12]

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 | | ...

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].