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12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: | 乐华娱乐集团 | | | | | | 呈交日期: | 2026年1月7日 | | | | | | 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 | | 增加 / 減少 (-) | 0 | | USD | 0 | | --- | --- | --- | --- | --- | | 本月底結存 | 2,000,000,000 | USD | 0.0001 USD | 200,000 | 本月底法定/註冊股本總額： USD 200,000 FF301 第 1 頁 共 10 頁 v 1.1.1 證券代號 (如上市) 02306 說明 法定/註冊股份數目 面值 法定/註冊股本 FF301 II. 已發行股份及/ ...

Core Viewpoint - Jinma Amusement is undergoing a strategic transformation to integrate AI robotics into its business model, collaborating with partners to enhance its offerings in the cultural tourism sector [1][2]. Group 1: Strategic Collaboration - Jinma Amusement has partnered with Lehua Entertainment, Weifeng Electronics, Beifeng Technology, and Maoxiao Bole to establish a market-oriented operational platform and joint ventures [1]. - The collaboration aims to leverage each partner's strengths in cultural tourism technology, entertainment IP, smart products, and distribution channels to advance the development and application of intelligent robots in cultural tourism [1][2]. Group 2: Technological Adaptation - Jinma Amusement has developed core technologies that can be adapted for the production of embodied intelligent robots, with a strong overlap in target customer groups and application scenarios with its existing business [2]. - The company has initiated the mass delivery of over 1,000 embodied intelligent robots, which will serve various environments such as theme parks, commercial districts, and cinemas [2]. Group 3: IP Integration - Lehua Entertainment is enhancing product value through IP empowerment, addressing consumer motivations for purchasing [2]. - The collaboration has led to the establishment of the "YHT Smart Adoption Store" in Beijing, featuring humanoid robots that provide services and promote products from the "WAKUKU" IP [4]. Group 4: Market Expansion - Lehua Entertainment plans to open the first batch of 50 stores starting in January this year, expanding its market presence [5]. - The integration of IP embodiment with cultural tourism scenarios is showing promising prospects, as demonstrated by Disney's development of a robot based on the character "Olaf" from "Frozen" [6][7]. Group 5: Product Development - Jinma Amusement has outlined ten product series based on market demand, including sales series, guided tours, and various types of service robots [8]. - The company is focusing on creating immersive experience venues that combine service robots, performance robots, and parade robots with IP elements [8].

Core Insights - The event "Future of Entertainment Strategic Upgrade and Ecological Partner Conference" was held in Hangzhou, co-hosted by Jinma Amusement, Lehua Entertainment, Weifeng Electronics, Beifeng Technology, and Maoxiao Bole [1] - A significant equity investment agreement was signed among the parties, forming a "super ecological alliance" that integrates amusement, entertainment, capital, technology, and industrial finance to boost the large-scale application of embodied intelligence technology [1] Group 1 - Jinma Amusement and Beifeng Technology, along with Maoxiao Bole, are collaborating to establish "Hangzhou Jinbei Electric Drive Technology Co., Ltd." to enhance the core technological barriers and market competitiveness of embodied intelligent products [1] - Jinma Amusement and Lehua Entertainment have further strengthened their strategic partnership by signing a cooperation agreement with Maoxiao Bole and Beifeng Technology to create "Hangzhou Jinle Cultural and Entertainment Technology Co., Ltd." [1] - The new company aims to integrate the business advantages of all parties in cultural tourism technology, entertainment IP, intelligent products, and channel resources, focusing on the research and application of embodied intelligent robots in cultural tourism and entertainment scenarios, as well as the production and promotion of trendy IP derivatives [1]

Core Insights - The conference titled "Future Strategy Upgrade and Ecological Partner Conference" was held in Hangzhou, focusing on the theme of "Opening New Intelligent Applications, Empowering New Scene Implementation" [1] - The event gathered government leaders, industry representatives, investment experts, and media to witness the birth of a new paradigm for ecological collaboration in the cultural and entertainment industry [1] Group 1: Industry Trends and Challenges - The rapid iteration of AI technology has led to a narrowing commercial path for single technologies and products, highlighting a key bottleneck for industry upgrades [2] - The true scarcity in the AI era is not the technology itself but the ability to create sustainable monetization systems, emphasizing the need for systemic integration of "culture × technology × scene" [2] - The core productivity has shifted from technological advantages to systemic advantages, necessitating cross-industry, cross-stage, and cross-regional integration capabilities as the core of competition [2] Group 2: Strategic Partnerships and Collaborations - A significant signing ceremony took place during the conference, marking the formal establishment of an ecological alliance [5] - The first signing involved a joint equity investment in Beifeng Technology, creating a comprehensive ecosystem that integrates cultural content, hardware, and capital [6] - The second signing established "Hangzhou Jinbei Electric Drive Technology Co., Ltd." to solidify core component technology barriers, leveraging Beifeng Technology's expertise in high-end motor localization and intelligent drive technology [10][12] - The third signing led to the formation of "Hangzhou Jinle Cultural Entertainment Technology Co., Ltd." to deepen resource integration in the cultural and entertainment sectors, focusing on the development of intelligent robots and IP derivative products [13] Group 3: Future Development and Innovations - The successful hosting of the ecological partner conference marks a significant milestone for the transformation and upgrading of the cultural and entertainment industry [15] - With the launch of two major R&D production bases, over a thousand intelligent robots are set to be delivered, covering various scenes such as theme parks and commercial districts [15] - The company aims to enhance its core technology in embodied intelligence and expand its product matrix to include more intelligent products suitable for diverse environments [17] - The ongoing collaboration will foster a more open, diverse, and intelligent new ecosystem in the cultural and entertainment sector, enhancing consumer experiences and injecting new vitality into high-quality industry development [17]

Core Insights - The conference titled "Future Strategy Upgrade and Ecological Partner Conference" was held in Hangzhou, focusing on the theme of "Opening New Intelligent Applications, Empowering New Scene Implementation" [1] - The event gathered government leaders, industry representatives, investment experts, and media to witness the birth of a new paradigm for ecological collaboration in the cultural and entertainment industry [1] Group 1: Industry Trends and Challenges - The rapid iteration of AI technology has led to a narrowing commercial path for single technologies and products, highlighting a key bottleneck for industry upgrades [2] - The true scarcity in the AI era is not the technology itself but the ability to create sustainable monetization systems, emphasizing the need for systemic integration of "culture × technology × scene" [2] - The core productivity has shifted from technological advantages to systemic advantages, necessitating cross-industry, cross-stage, and cross-regional integration capabilities as the core of competition [2] Group 2: Strategic Partnerships and Collaborations - A significant equity investment agreement was signed among Jinma Amusement, Lehua Entertainment, Weifeng Electronics, Maoxiao Bole, and Beifeng Technology, forming a super ecological alliance that integrates amusement, entertainment, capital, technology, and industrial finance [6] - The establishment of "Hangzhou Jinbei Electric Drive Technology Co., Ltd." aims to solidify core component technology barriers, leveraging Beifeng Technology's expertise in high-end motor localization and intelligent drive technology [10] - The partnership with Lehua Entertainment to form "Hangzhou Jinle Cultural Entertainment Technology Co., Ltd." marks a deepening of collaboration, focusing on the development of intelligent robots for cultural and entertainment scenes and the production of trendy IP derivatives [13] Group 3: Future Developments and Innovations - The successful hosting of the ecological partner conference is seen as a milestone for the transformation and upgrading of the cultural and entertainment industry [15] - Jinma Amusement plans to leverage this ecological collaboration to enhance core technology research and development in embodied intelligence, improve robot interaction capabilities, and expand the matrix of intelligent consumer terminals [17] - The company aims to create a more open, diverse, and intelligent new ecosystem in the cultural and entertainment sector, enhancing consumer experiences and injecting new vitality into high-quality industry development [17]

12月24日，因平安夜、圣诞节假期影响，港股自今日下午开始休市；港股三大指数今日上午表现平淡， 呈现窄幅震荡行情，截止收盘，恒生指数涨0.13%报25808.79点，恒生科技指数涨0.14%报5496.52点， 国企指数跌0.03%报8911.15点，红筹指数跌0.14%报4061.97点。 盘面上，大型科技股走势分化，阿里巴巴跌0.95%，腾讯控股涨0.33%，京东集团涨0.27%，小米集团跌 0.1%，网易涨0.38%，美团涨0.1%，快手涨0.54%，哔哩哔哩跌0.88%；核电板块走高，中广核矿业涨超 5%；半导体板块涨幅居前，中芯国际一度涨超5%，纳芯微涨超4%；航空股走低，中银航空租赁跌超 2%；三大航空股齐跌，中国南方航空公司录得4连跌行情；另外影视股、煤炭股、苹果概念股、生物科 技股集体弱势。 企业消息 滴普科技(01384.HK)：与沐曦股份订立战略合作协议，旨在利用双方各自的优势及资源，在企业级大模 型AI应用领域方面深化战略合作关系。 和誉-B(02256.HK)：和誉医药CSF-1R抑制剂贝捷迈®获中国NMPA批准。 圣诺医药-B(02257.HK)：完成试验药物STP707的I期试验并 ...

12月23日，港股高开冲高后震荡走低，午后保持低位震荡走势，截止收盘，恒生指数跌0.11%报 25774.14点，恒生科技指数跌0.69%报5488.89点，国企指数跌0.29%报8913.83点，红筹指数跌0.19%报 4067.53点。 盘面上，大型科技股走势分化，阿里巴巴涨0.55%，腾讯控股跌2.03%，京东集团涨0.45%，小米集团跌 1.51%，网易跌0.65%，美团涨0.39%，快手跌3.52%，哔哩哔哩跌0.05%；黄金股继续上涨，万国黄金集 团涨超5%，山东黄金涨超4%，招金矿业涨超2%。药捷安康跌超18%；风电股涨幅居前，东方电气涨超 8%；生物技术股走低，药捷安康跌超18%；中资券商股高开低走，东方证券跌超1%；新股诺比侃收涨 363%，轻松健康收涨158%，翰思艾泰收跌46%。 企业消息 国泰航空(00293.HK)：11月份载客253.04万人次，同比增长26%。 山高新能源(01250.HK)：附属武乡北清智慧能源与中铁十七局第二工程订立EPC合同，合同总价为人民 币4.055亿元。 中广核电力(01816.HK)：惠州1号及2号机组均处于调试阶段，预计投入运行时间分别调整为202 ...

企业新闻 12月23日，港股股指高开后走势分化，截止午盘，恒生指数涨0.18%报25848.99点，恒生科技指数跌 0.42%报5503.87点，国企指数涨0.11%报8949.28点，红筹指数涨0.39%报4091.24点。 盘面上，大型科技股走势分化，阿里巴巴涨0.68%，腾讯控股跌1.46%，京东集团涨0.98%，小米集团跌 1.66%，网易涨0.19%，美团涨0.39%，快手跌3.6%，哔哩哔哩涨0.41%；风电股涨幅居前，东方电气涨 超5%；黄金股延续涨势，山东黄金涨超5%；锂电池板块涨幅居前，赣锋锂业涨超4%；建材水泥股持续 活跃，东吴水泥创历史新高；另外，手游股、苹果概念股、新能源车企多数下跌。轻松健康首日上市半 日收涨超145%，诺比侃半日涨338.75%。 万科企业(02202.HK)：2022年度第四期中期票据(本金总额20亿元)存续期内的本息兑付日之宽限期延长 至30个交易日。 国泰航空(00293.HK)：11月份载客253.04万人次，同比增长26%。 和誉-B(02256.HK)：和誉医药CSF-1R抑制剂贝捷迈®获中国NMPA批准。 圣诺医药-B(02257.HK)：完成试验药物 ...

来源：智通财经 智通财经12月22日讯（编辑 冯轶）智通财经为您带来今日港股重要公告 1）公司要闻 乐华娱乐(02306.HK)：公司及优酷信息技术与优酷订立2026年业务合作框架协议。 信保环球控股(00723.HK)：与广西丰林(601996.SH)签订合作协议，共同开发欧盟木板及相关产品市 场。 滔搏(06110.HK)：于2025/26财政年度第三季度零售及批发业务的总销售金额按年同比取得高单位数下 跌。 滴普科技(01384.HK)：与沐曦股份订立战略合作协议，旨在利用双方各自的优势及资源，在企业级大模 型AI应用领域方面深化战略合作关系。 公告称，根据战略合作协议，双方将根据自身优势资源，聚焦制造、商业流通、交通、医疗等关键行业 数智化需求，成立联合技术攻关团队，打造从底层硬件算力平台到 AI级企业操作系统以及Agentic AI应 用的全栈国产AI端到端解决方案。 和誉-B(02256.HK)：和誉医药CSF-1R抑制剂贝捷迈®获中国NMPA批准。 万科企业(02202.HK)：2022年度第四期中期票据(本金总额20亿元)存续期内的本息兑付日之宽限期延长 至30个交易日。 国泰航空(00293 ...

乐华娱乐(02306)发布公告，于2025年12月22日，乐华有限公司(本公司的全资子公司)及优酷信息技术 (为其本身及代表其与优酷信息技术受共同控制的联属公司)与优酷订立2026年业务合作框架协议，乐华 有限公司(为其本身及代表其子公司)将促使合适的签约艺人履行与优酷的相关委聘及向优酷购买票务代 理服务，包括(但不限于)签订代言推广优酷会员、出演综艺节目、电影及剧集以及其他商业活动，及购 买线上及线下票务系统及票务代理服务(2026年业务合作框架协议)。 优酷为中国领先的互联网视频平台之一，对委聘我们的艺人有强劲需求。我们的签约艺人从而可受益于 优酷的平台资源，并获得更广泛的曝光率。此外，通过利用优酷提供的成熟的票务代理系统，本公司能 更高效地举办大型活动及管理活动协调及执行，包括但不限于我们旗下签约艺人的演唱会，而不会受到 不当的技术限制。通过与优酷各业务单位的市场合作，我们能够进一步提升艺人的知名度及社会影响 力，从而为本集团创造更大价值及扩大我们的品牌知名度。此外，本集团根据现有相关协议向优酷信息 技术提供的条款不优于向其他独立第三方客户提供的条款。任何一方于根据2026年业务合作框架协议拟 与优酷进 ...