Group 1 - Southbound funds net bought Hong Kong stocks worth 5.345 billion HKD today [1] - The top net purchases included China National Offshore Oil Corporation (CNOOC) at 979 million HKD, Pop Mart at 793 million HKD, and Meituan-W at 524 million HKD [1] - Southbound funds have net bought Pop Mart for three consecutive days, totaling 2.15428 billion HKD, and have also net bought SMIC for three consecutive days, totaling 1.19602 billion HKD [1] Group 2 - Alibaba-W saw a net purchase of 268 million HKD despite a 1.7% decline [3] - CNOOC experienced a 2.2% increase with a net purchase of 529 million HKD [3] - Tencent Holdings had a net purchase of 163 million HKD with a 1.5% increase [3]

Core Insights - The Hong Kong stock market saw a net inflow of 53.45 billion HKD from Northbound trading on October 23, with the Shanghai Stock Connect contributing 47.7 billion HKD and the Shenzhen Stock Connect contributing 5.75 billion HKD [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Pop Mart (09992), and Meituan-W (03690) [1] - The most sold stocks included Hua Hong Semiconductor (01347), Innovent Biologics (01801), and Xiaomi Group-W (01810) [1] Group 2: Individual Stock Details - CNOOC (00883) received a net buy of 9.79 billion HKD, driven by rising international oil prices due to sanctions on Russian oil companies [5] - Pop Mart (09992) saw a net buy of 7.93 billion HKD, with a reported sales growth of 245% to 250% in Q3, significantly exceeding Morgan Stanley's forecast [5] - Meituan-W (03690) had a net buy of 5.24 billion HKD, with strategic leadership changes indicating a focus on international expansion [6] - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of 4.25 billion HKD, while Hua Hong Semiconductor (01347) faced a net sell of 10.14 billion HKD due to concerns over its business sustainability [6] - Zai Lab (02367) received a net buy of 3.59 billion HKD following the approval of a new medical device [7] - Tencent (00700) and Alibaba-W (09988) had net buys of 2.65 billion HKD and 1.53 billion HKD, respectively, while Innovent Biologics (01801) and Xiaomi Group-W (01810) faced net sells of 1.4 billion HKD and 573 million HKD [7]

Core Insights - The Hong Kong stock market saw a net inflow of 53.45 billion HKD from northbound trading on October 23, with the Shanghai-Hong Kong Stock Connect contributing 47.7 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 5.75 billion HKD [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Pop Mart (09992), and Meituan-W (03690) [1] - The most sold stocks included Hua Hong Semiconductor (01347), Innovent Biologics (01801), and Xiaomi Group-W (01810) [1] - CNOOC received a net buy of 9.79 billion HKD, driven by rising international oil prices due to sanctions on Russian oil companies [4] - Pop Mart saw a net buy of 7.93 billion HKD, with a reported sales growth of 245% to 250% in Q3, significantly exceeding Morgan Stanley's forecast [5] - Meituan-W received a net buy of 5.24 billion HKD, with strategic leadership changes indicating a focus on international expansion [5] Group 2: Sector Insights - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of 4.25 billion HKD, while Hua Hong Semiconductor faced a net sell of 10.14 billion HKD [5][6] - The demand for domestic advanced wafer foundry services is expected to rise due to the growth of AI applications and supportive policies [6] - Giant Biologics (02367) received a net buy of 3.59 billion HKD following the approval of a new medical device by the National Medical Products Administration [6]

Core Viewpoint - The company, Giant Bio (2367.HK), experienced a significant intraday stock increase of 13.72%, reaching HKD 43.92, following the announcement of receiving a medical device registration certificate from the National Medical Products Administration of China for its recombinant type I α1 collagen freeze-dried fiber product [1] Group 1: Product Approval - The company’s wholly-owned subsidiary, Shaanxi Giant Bio Technology Co., Ltd., received the medical device registration certificate for its recombinant collagen product [1] - This product is designed for facial dermal tissue filling to correct dynamic wrinkles, including frown lines, forehead lines, and crow's feet [1] - It is noted as the first recombinant type I natural sequence collagen injectable product approved in China, showcasing the company's core competencies in technology research and development [1] Group 2: Market Opportunities - The approval of this product enriches the company's product portfolio and presents new opportunities for business development in the skin rejuvenation market [1]

Core Viewpoint - The approval of the recombinant type I α1 collagen freeze-dried fiber product marks a significant milestone for the company, enhancing its competitive edge in the skin rejuvenation market [1] Group 1: Product Approval - The company's wholly-owned subsidiary, Shaanxi Juzhi Biotechnology Co., Ltd., received the Medical Device Registration Certificate from the National Medical Products Administration of China for the recombinant type I α1 collagen product [1] - This product is the first recombinant natural sequence collagen injectable approved in China, indicating a breakthrough in the company's product offerings [1] Group 2: Market Opportunities - The approval of this product will enrich the company's product categories and provide new opportunities for business development in the skin rejuvenation market [1] - The company plans to gradually launch and promote this product in accordance with its business strategy, leveraging existing products, brands, and channels to enhance consumer experience [1] Group 3: Competitive Position - The approval reflects the company's core competencies in technology research and development as well as industrialization [1] - The company aims to solidify its leading position in the health and beauty sector through this new product offering [1]

Core Viewpoint - The company has received a medical device registration certificate for its recombinant type I α1 collagen freeze-dried fiber product, marking a significant advancement in its product offerings and potential market opportunities in the skin rejuvenation sector [1] Group 1: Product Approval - The product is the first recombinant type I natural sequence collagen injectable approved in China, showcasing the company's technological research and development capabilities [1] - The approval was granted through a joint review of device and drug assessments, highlighting the regulatory efficiency [1] Group 2: Market Opportunities - The new product will enhance the company's product portfolio and provide new opportunities for business development in the skin rejuvenation market [1] - The company plans to gradually launch and promote the product in accordance with its business strategy, aiming to offer a diverse experience to consumers [1] Group 3: Competitive Position - The approval reinforces the company's leading position in the health and beauty sector, allowing it to strengthen its existing products, brands, and channels [1]

Core Viewpoint - The approval of the recombinant type I α1 collagen freeze-dried fiber product by the National Medical Products Administration of China marks a significant milestone for the company, enhancing its competitive edge in the skin rejuvenation market [1] Group 1: Product Approval - The company's wholly-owned subsidiary, Shaanxi Juzhi Biotechnology Co., Ltd., received the Medical Device Registration Certificate for the recombinant type I α1 collagen freeze-dried fiber product [1] - This product is the first recombinant type I natural sequence collagen injectable product approved in China, indicating a breakthrough in the industry [1] Group 2: Market Opportunities - The approval reflects the company's core competencies in technology research and development, as well as industrialization [1] - The new product will diversify the company's product offerings and create new opportunities for business development in the skin rejuvenation market [1] Group 3: Future Plans - The company plans to gradually launch and promote the product according to its business strategy [1] - There will be a focus on collaboration with existing products, brands, and channels to provide consumers with a more diverse experience [1] - The company aims to strengthen its leading position in the health and beauty sector [1]

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。 自願性公告 本公告乃由巨子生物控股有限公司（「本公司」）自 願 作 出。 本 公 司 欣 然 宣 布，本 公 司 全 資 子 公 司 陝 西 巨 子 生 物 技 術 有 限 公 司 於 今 日 收 到 中 國國家藥品監督管理局頒發的關於重組I型α1亞型膠原蛋白凍幹纖維產品（「本 產 品」）的《中 華 人 民 共 和 國 醫 療 器 械 註 冊 證》（註 冊 證 編 號：國 械 註 准20253132049）。 本 產 品 以 重 組 膠 原 蛋 白 為 主 要 成 分，用 於 面 部 真 皮 組 織 填 充 以 糾 正 額 部 動 力 性 皺 紋，包 括 眉 間 紋、額 頭 紋 和 魚 尾 紋。 本產品是中國首個重組I型 天 然 序 列 膠 原 蛋 白 面 部 注 射 劑 產 品，通 過 器 審 與 藥 審 聯 合 審 評 正 式 獲 批。本 產 ...

每经AI快讯，巨子生物(02367.HK)反弹逾8%，截至发稿，涨8.49%，报41.9港元，成交额4亿港元。 ...

Core Viewpoint - Juzi Bio (02367) has seen a rebound of over 8%, with a current price of HKD 41.9 and a trading volume of HKD 400 million, following the announcement of share purchases by its controlling shareholder, Juzi Holding [1] Group 1: Shareholder Activity - Juzi Holding purchased 500,000 shares of Juzi Bio on the announcement date, amounting to approximately HKD 19.3 million [1] - Since the disclosure of the share purchase plan on June 9, 2025, Juzi Holding has cumulatively acquired 3.666 million shares, investing a total of about HKD 178 million [1] - Following these purchases, Juzi Holding's shareholding increased to 585 million shares, representing 54.61% of the company's total issued shares, with intentions to further increase holdings based on market conditions and regulatory requirements [1] Group 2: Market Analysis - Citigroup recently released a report indicating that the market's reaction to Juzi Bio's pre-sale performance decline during the Double 11 event, particularly in relation to Li Jiaqi's live-streaming sales, is exaggerated [1] - Although Li Jiaqi's live-streaming sales trends are significant indicators for Double 11 performance, the contribution from other KOLs and the company's own live-streaming efforts has sharply increased, reducing Li Jiaqi's relative impact [1] - Despite the competitive landscape, there has been no negative feedback from customers regarding the company's products or brand, and Citigroup anticipates a recovery in sales for Juzi Bio in the fiscal year 2026, given the low base this year, suggesting that the company's valuation remains attractive [1]