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中国上城(02330) - 董事名单与其角色职能
2025-10-16 14:54
China Uptown Group Company Limited 中國上城集團有限公司 (於開曼群島註冊成立之有限公司) ( 股份代號: 2 330 ) 執行董事 吳艷華女士 (行政總裁) 劉建輝先生 劉智仁先生 獨立非執行董事 邱思揚先生 蘇志杰先生 Aika Ouji女士 董事會設立三個委員會。各董事成員在這些委員會中所擔任的職位如下: 審核委員會 邱思揚先生 (主席) 蘇志杰先生 Aika Ouji女士 薪酬委員會 董事名單與其角色職能 中國上城集團有限公司董事(「董事」)會(「董事會」)成員載列如下: 劉智仁先生 (主席) 蘇志杰先生 Aika Ouji女士 香港,二零二五年十月十六日 蘇志杰先生 (主席) 劉智仁先生 Aika Ouji女士 提名委員會 ...
中国上城(02330) - 委任执行董事及变更行政总裁
2025-10-16 14:53
吳女士之履歷資料載列如下: 吳艷華女士,47歲,持有湖南大學管理學學士學位,以及中山大學工商管理碩士 學位。 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之內容概不負 責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不會就本公告全部 或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 China Uptown Group Company Limited 中國上城集團有限公司 (於開曼群島註冊成立之有限公司) ( 股 份代號: 2330 ) 委任執行董事 及 變更行政總裁 中國上城集團有限公司(「本公司」,連同其附屬公司,「本集團」)董事(「董事」) 會(「董事會」)宣佈,吳艷華女士(「吳女士」)獲委任為執行董事及本公司行政 總裁以替代劉建輝先生,自二零二五年十月十六日起生效。劉建輝先生仍留任執 行董事。 除上文所披露者外,並無根據上市規則第 13.51(2)(h)至(v) 條之規定須予披露之 任何額外資料,亦無任何其他與委任吳女士有關之事宜須敦請本公司股東垂注。 彼於金融業擁有近二十年經驗。吳女士曾擔任興業銀行及中國金融發展(控股) 有限公司(該公司之股份於香港聯合交易所有限 ...
OpenAI暗示不会下单英特尔
Jing Ji Ri Bao· 2025-10-09 23:29
相较下,奥特曼更为直截了当,被问到英伟达和AMD都仰赖台积电,OpenAI是否「有必要或有责任去 拓展这个市场吗、是否牵涉到英特尔」时,回答「我希望台积电能多建产能」。 外电报导,OpenAI执行长奥特曼接受长住台湾的科技网站《Stratechery》作者Ben Thompson访问时,暗 示几乎不考虑分散下单的策略。相较于其他芯片大厂考虑将订单分散给英特尔,奥特曼说:「宁可希望 台积电(2330)扩大产能。」 外电报导,先前从英伟达执行长黄仁勋、AMD执行长苏姿丰,到矽谷芯片老将凯勒(Jim Keller),对 未来是否委托英特尔生产,都给了「不排除」的答案。 OpenAI并未涉足芯片制造,但外界已知该公司正开发专用AI芯片,且传将采用台积电3奈米制程。科技 网站Wccftech评道,奥特曼对半导体供应链显然相当熟悉,因此他对是否采用英特尔代工的看法具有一 定分量。 他在被追问「对多家供应商的看法」时,反问「我看是要催促台积电加快扩产的速度吧?」 ...
中国上城(02330) - 截至二零二五年九月三十日止月份股份发行人的证券变动月报表
2025-10-06 02:39
截至月份: 2025年9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: 中國上城集團有限公司 呈交日期: 2025年10月6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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02330 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 30,000,000,000 | HKD | | 0.01 HKD | | 300,000,000 | 本月底法定/註冊股本總額: HKD 300,000,000 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 ...
美股半导体股持续走强
Ge Long Hui A P P· 2025-10-01 14:54
格隆汇10月1日|美光科技涨超5%,续创历史新高,应用材料、Arm涨超3%,阿斯麦、台积电涨超 2%,英伟达转涨。 ...
2nm涨价50%?台积电回应
半导体行业观察· 2025-09-25 03:35
Core Viewpoint - TSMC's upcoming 2nm process may see a price increase of 50% due to "semiconductor inflation," but industry experts question the validity of this claim, suggesting it may be misinformation [2][3] Group 1: Price Increase Speculation - TSMC has not confirmed any price increase for the 2nm process, stating that its pricing strategy is based on value rather than opportunism [2] - The report from Wccftech indicates that TSMC's significant capital expenditures for advanced processes may necessitate strong pricing to maintain investment returns amid semiconductor inflation [2] - Following the news, TSMC's ADR rose over 3% on the 23rd, but faced selling pressure the next day, reflecting market skepticism about the price hike [2] Group 2: Technical Advancements - TSMC's 2nm technology is expected to outperform previous nodes, with a projected 10% to 15% speed increase at the same power level, or a 25% to 30% reduction in power consumption at the same speed [3] - The company anticipates that the number of product designs using 2nm technology in the first two years will exceed that of 3nm and 5nm processes [3] - TSMC plans to begin mass production of the 2nm process in the second half of 2025, with a production curve similar to that of the 3nm process [3]
中国上城(02330) - 致非登记股东 – 通知信函
2025-09-18 08:36
China Uptown Group Company Limited 中國上城集團有限公司 (Incorporated in the Cayman Islands with limited liability) (於開曼群島註冊成立之有限公司) (Stock Code 股份代號:2330) NOTIFICATION LETTER 通 知 信 函 Dear Non-registered Shareholder (Note 1) , 18 September 2025 The following document(s) of China Uptown Group Company Limited ("Company") has/have been prepared in English and Chinese and is/are available on the websites of the Company at www.chinauptown.com.hk and The Stock Exchange of Hong Kong Limited at www.hkexnews.hk (collectively ...
中国上城(02330) - 致登记股东 – 通知信函及回条
2025-09-18 08:34
China Uptown Group Company Limited 中國上城集團有限公司 (Incorporated in the Cayman Islands with limited liability) (於開曼群島註冊成立之有限公司) (Stock Code 股份代號:2330) NOTIFICATION LETTER 通 知 信 函 Dear Shareholder(s), 18 September 2025 The following document(s) of China Uptown Group Company Limited ("Company") has/have been prepared in English and Chinese and is/are available on the websites of the Company at www.chinauptown.com.hk and The Stock Exchange of Hong Kong Limited at www.hkexnews.hk (collectively "Websites"):- • Interi ...
中国上城(02330) - 2025 - 中期财报
2025-09-18 08:32
1 CHINA UPTOWN GROUP COMPANY LIMITED 中國上城集團有限公司 INTERIM REPORT 2025 二零二五年中期報告 Corporate Information 公司資料 BOARD OF DIRECTORS Executive Directors Mr. LIU Jian Hui (Chief Executive Officer) Mr. LAU Chi Yan, Pierre Independent Non-executive Directors Mr. YAU Sze Yeung Mr. SU Zhi Jie Mr. LEE Chun Tung Ms. Aika OUJI AUDIT COMMITTEE Mr. YAU Sze Yeung (Chairman) Mr. SU Zhi Jie Mr. LEE Chun Tung REMUNERATION COMMITTEE Contents 目錄 | CORPORATE INFORMATION | 2 | | --- | --- | | 公司資料 | | | MANAGEMENT DISCUSSION AND ANAL ...
行业景气观察:8月社零同比增幅收窄,智能手机产量同比增幅扩大
CMS· 2025-09-17 14:31
Group 1: Overall Economic Trends - In August, the year-on-year growth rate of social retail sales narrowed to 3.4%, with a cumulative growth rate of 4.6% for the first eight months, down by 0.2 percentage points [13][20] - The performance of social retail sales in first-tier cities continues to be a major drag, with a negative growth rate of -3.9% in July, marking eight consecutive months of decline [13][20] - The growth of essential consumption is showing divergence, with stable growth in staple food and a negative growth in tobacco and alcohol due to weak demand [20][21] Group 2: Consumer Demand Insights - The "trade-in" policy's effect is diminishing, yet home appliances and furniture maintain double-digit growth, while communication equipment shows a significant slowdown in growth [20][21] - New consumption channels such as instant retail and live streaming continue to thrive, with online retail growth outpacing overall social retail growth, particularly in jewelry, cosmetics, and cultural office supplies [20][21] - Benefiting from the increase in new car sales, the automotive retail sector has turned positive, indicating potential recovery in consumer demand [20][21] Group 3: Information Technology Sector - The Philadelphia Semiconductor Index, Taiwan Semiconductor Industry Index, and DXI Index all showed upward trends this week [7] - The price of DDR5 DRAM memory increased week-on-week, while NAND index also rose by 1.85% [7][8] - In August, smartphone production saw an expanded year-on-year growth rate, while integrated circuit production growth narrowed [7][8] Group 4: Midstream Manufacturing Sector - Prices for DMC, cathode materials, and cobalt products increased, while most lithium raw material prices decreased [7] - The photovoltaic price index rose week-on-week, although the production growth of solar cells narrowed in August [7][8] - The automotive production and sales growth rates expanded in August, with heavy truck sales also showing significant year-on-year growth [7][8] Group 5: Resource Sector Trends - The average transaction volume of construction steel increased week-on-week, and rebar prices also rose [5][9] - Brent crude oil prices increased by 2.58%, while the chemical product price index showed a mixed trend with most prices rising [5][9] - Industrial metal prices generally increased, with most inventories declining [5][9]