格隆汇11月13日丨玄武云(02392.HK)公告，11月13日耗资1312港元回购1000股。 ...

| 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) | 02392 | 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 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年10月31日 | 556,815,500 | | 3,505,000 | | 560,320,500 | | 1). 購回股份 (股份被持作庫存股份) | | | -1,000 0.00018 % | 1,000 HKD | 1.23 | | | 變動日期 | 2025年11月13日 | | | | | | | 於下列日期結束 ...

Core Insights - The domestic automotive industry in China has maintained a strong development trend, with production and sales exceeding 24 million units in the first three quarters of 2025, driven by the "new four modernizations" (electrification, connectivity, intelligence, and sharing) [1] - Digital transformation is essential for automotive companies, focusing on enhancing communication efficiency and service experience with end customers [1] Industry Demand - The automotive sector is a core component of national transportation, and consumer purchasing decisions involve a lengthy decision-making process, making instant communication crucial for marketing and after-sales services [3][4] - Instant communication is becoming a key driver for automotive companies to enhance market competitiveness [4] Company Solutions - Xuanwu Cloud (2392.HK) is positioned as a leading AI and cloud communication service provider, offering the MOS platform to improve automotive companies' communication capabilities with end customers [1][4] - The MOS platform integrates various communication channels, enabling automotive companies to efficiently reach customers through different messaging types, enhancing marketing and service interactions [4][5] Market Expansion - Xuanwu Cloud's services extend to the electric vehicle charging infrastructure, providing IoT cards for real-time monitoring of charging stations, which is critical for operational efficiency [7][8] - The charging station market is projected to grow significantly, with a forecasted market size of 50.3 billion yuan by 2025 and 205.5 billion yuan by 2030, indicating a substantial growth opportunity for Xuanwu Cloud [8] International Opportunities - The trend of Chinese automotive companies expanding overseas presents new opportunities for Xuanwu Cloud's communication services, with exports expected to rise significantly [9] - The company has established partnerships with over 100 local operators globally, enhancing its international communication capabilities [9] Market Growth Projections - The domestic cloud communication market is expected to reach 85 billion yuan by 2025 and exceed 220 billion yuan by 2030, with a compound annual growth rate of 20.8% [9] - The growth in mobile messaging volume, which increased by 19.9% year-on-year in the first three quarters, supports the positive outlook for the industry [10]

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，並明確表示概不就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。 Xuan Wu Cloud Technology Holdings Limited 玄 武 雲 科 技 控 股 有 限 公 司 （ 於開曼群島註冊成立的有限公司） （股份代號：2392） 延遲寄發通函 (1)與視作出售及出售於一間間接非全資附屬公司的 股權有關的須予披露及關連交易； 及 (2)完成後持續關連交易 茲 提 述 本 公 司 日 期 為 2025 年 10 月 20 日 的 公 告（「 該 公 告」）， 內 容 有 關（ 其 中 包 括 ）(i) 日 期 為 2025年10月20日的增資協議及股權轉讓協議項下與視作出售及出售於一間間接非全資附屬 公司的股權有關的須予披露及關連交易；及(ii)技術服務採購框架協議（ 連同建議年度上限 ） 項下擬進行的完成後持續關連交易。除另有說明外，本公告所用的詞彙與該公告所界定者 具有相同涵義。 玄武雲科技控股有限公司 主席、行政總裁兼執行董事 陳永輝先生 香港 ...

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 本月底法定/註冊股本總額： USD 100,000 第 1 頁 共 10 頁 v 1.1.1 截至月份: 2025年10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: 玄武雲科技控股有限公司 呈交日期: 2025年10月31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) | 02392 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,000,000,000 | USD | | 0.0001 | USD | | 100,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 1,000,000,00 ...

（ 於開曼群島註冊成立的有限公司） 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，並明確表示概不就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。 Xuan Wu Cloud Technology Holdings Limited 玄 武 雲 科 技 控 股 有 限 公 司 因此，一致行動訂約方於2025年10月27日訂立終止協議，以終止該一致行動協議。於終止 協議簽立後，一致行動各方不再為控股股東，且不再受一致行動協議的約束，無須就任何 （股份代號：2392） 內幕消息 終止一致行動協議 及 控股股東變動 本公告由玄武雲科技控股有限公司（ 連同其附屬公司及綜合聯屬實體統稱為「本集團」）根據 香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09條及香港法例第571章證券及 期貨條例第XIVA部的內幕消息條文（ 定義見上市規則）作出。 背景 茲提述日期為2025年10月20日的公告（「該公告」）及招股章程。除另有說明外，本公告所用 的詞彙與該公告所界定者具有相同涵義。 於 2021 年 8 月17 日 ， ...

Core Viewpoint - The announcements from Xuanwu Cloud (02392.HK) signal a new development phase for the company, involving a strategic equity sale and the independent operation of its loss-making subsidiary, which is expected to positively impact its financial status [1][4]. Group 1: Strategic Investment and Business Restructuring - Xuanwu Cloud plans to sell 20% of its equity to strategic investor Hantang Mingyuan Investment Co., Ltd. for approximately HKD 65.199 million, making it the largest shareholder with about 21.78% voting rights [3]. - The new investor, led by Lian Jian, has extensive experience in technology and renewable energy investments, recognizing Xuanwu Cloud's leadership in AI and enterprise digital services, particularly in AI and cloud communication SaaS applications [3][4]. - Concurrently, Xuanwu Cloud's chairman will inject RMB 20 million into its loss-making subsidiary, Guangzhou Xuantong Technology Co., Ltd. (Xuantong), allowing it to operate independently and improving the overall financial performance of Xuanwu Cloud [4]. Group 2: Financial Improvement and Growth Potential - Xuantong has been operating at a loss since its establishment in January 2024, with reported revenues of RMB 39.793 million and a net loss of RMB 14.444 million for the year ending August 31, 2025 [4]. - The restructuring will exclude Xuantong's financials from Xuanwu Cloud's consolidated statements, allowing the company to reallocate resources to more promising growth areas [4][5]. - Xuanwu Cloud's SaaS segment generated revenues of RMB 245 million, accounting for 59.6% of total revenue, with cloud communication SaaS being the core business [5]. Group 3: Market Position and Valuation - Xuanwu Cloud's overseas cloud communication business has seen significant growth, with a 150% increase in business volume compared to the previous year, expanding its service areas to Southeast Asia, Latin America, East Asia, and the Middle East [7][8]. - The company's current market valuation is notably low, with a price-to-sales ratio of 0.68, compared to 3.5 for Twilio in the US and 2.76 for Mengwang Technology in China, indicating potential for valuation recovery [8]. - The strategic moves are expected to enhance both the company's performance and valuation, aligning with national strategies emphasizing artificial intelligence [9].

Core Viewpoint - The announcements made by Xuanwu Cloud (02392.HK) on October 20 mark the beginning of a new development phase for the company, involving a strategic equity sale and the independent operation of its loss-making subsidiary, Guangzhou Xuantong Technology Co., Ltd. [1] Group 1: Strategic Investment and Business Restructuring - Xuanwu Cloud plans to sell 20% of its equity to strategic investor Hantang Mingyuan Investment Co., Ltd. for approximately HKD 65.199 million, making it the largest shareholder with about 21.78% voting rights [5] - The new strategic investor, led by Lian Jian, has extensive experience in technology and renewable energy investments, recognizing Xuanwu Cloud's leadership in AI and enterprise digital services [5] - Concurrently, the company’s chairman will inject RMB 20 million into the loss-making subsidiary Xuantong, allowing it to operate independently, which is expected to positively impact the overall financial status of Xuanwu Cloud [6] Group 2: Focus on AI and Cloud Communication - The restructuring will clarify Xuanwu Cloud's core business focus on AI and cloud communication SaaS, with the SaaS segment generating revenue of RMB 245 million, accounting for 59.6% of total revenue [8] - The company has seen significant growth in its overseas cloud communication business, with a 150% year-on-year increase in business volume in the first half of 2025 [12] Group 3: Financial Improvement and Valuation Reassessment - The separation of the loss-making subsidiary is expected to improve Xuanwu Cloud's financial statements and allow for better allocation of resources to higher growth areas [6] - The current market valuation of Xuanwu Cloud is significantly lower than its peers, with a price-to-sales ratio of 0.68 compared to 3.5 for Twilio in the US market and 2.76 for Mengwang Technology in the A-share market, indicating potential for valuation recovery [13] Group 4: Conclusion - The simultaneous introduction of a strategic shareholder and business restructuring reflects a consensus on the future development direction, potentially leading to dual improvements in performance and valuation for Xuanwu Cloud [15] - With the backdrop of national strategies emphasizing "Artificial Intelligence+", Xuanwu Cloud is positioned to leverage its competitive advantages in vertical industries and rapidly growing overseas markets [15]

Core Viewpoint - Xuanwu Cloud (02392.HK) experienced a significant increase in stock price, rising over 14% in early trading and currently up 12.73%, priced at 1.24 HKD [1] Group 1 - The stock price of Xuanwu Cloud has shown a notable upward trend, indicating strong market interest and potential investor confidence [1]

Core Viewpoint - Xuanwu Cloud (02392) experienced a significant stock price increase following the announcement of a major share acquisition by Hantang Mingyuan, indicating strong market confidence in the company's future prospects in the AI and digital services sector [1][2] Group 1: Share Acquisition - Hantang Mingyuan plans to purchase 20% of Xuanwu Cloud's issued share capital for HKD 65.199 million, making it the largest shareholder group post-transaction [1] - The controlling shareholder, Lian Jian, has a strong focus on companies that align with economic structural optimization and possess market potential and technological advantages [1] - Lian Jian recognizes Xuanwu Cloud's leadership in the "AI + enterprise digital services" niche, particularly in AI + cloud communication SaaS applications and international business development [1] Group 2: Financial Restructuring - The chairman of the board, Chen Yonghui, will inject HKD 20 million into the non-wholly owned subsidiary, Xuantong, as new registered capital [2] - Xuantong's major shareholder, Xuantao, has agreed to sell 16.67% and 20% of Xuantong's registered capital to independent third parties for HKD 5 million and HKD 6 million, respectively [2] - Xuanwu Cloud will no longer consolidate Xuantong's financial performance into its financial statements, aiming to enhance capital efficiency through this transaction [2] - The company expects to gain approximately HKD 6 million in unaudited income from the transfer of Xuantong's equity, aligning with its goals for transformation, upgrading, and sustainable development [2]