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心动公司(02400) - 翌日披露报表
2026-01-27 09:57
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 。 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: 心动有限公司 呈交日期: 2026年1月27日 | 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) | 02400 | 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 ...
东方证券:全栈式AI文娱工具陆续上线 平台型产品有望获得超额收益
Zhi Tong Cai Jing· 2026-01-27 02:29
Group 1 - The core viewpoint is that ByteDance's entertainment app is driving significant growth in the domestic entertainment market, with a focus on the integration effects of other major companies' platforms [1][2] - The fastest growth areas are video (short dramas), reading (AI audiobooks), and music, driven by AIGC and AI algorithms, with ByteDance enhancing its market share through the integration of AI and copyright capabilities [2] - The gaming sector is expected to see a substantial supply of new products by 2026, with a competitive landscape similar to that of 2024, while older games with high DAU remain stable [3] Group 2 - Short dramas and comic dramas are anticipated to benefit significantly from AI advancements, with full-stack production tools shifting the production focus from technical personnel to content creators by 2026 [4] - Companies with upstream novel IP reserves and accumulated traffic are likely to achieve excess returns in the long term [4] - Investment recommendations include focusing on platform-type companies in the entertainment sector that will gain excess benefits from AI-enhanced production capabilities [5]
心动公司1月26日斥资198.73万港元回购2.4万股
Zhi Tong Cai Jing· 2026-01-26 10:12
心动公司(02400)发布公告,于2026年1月26日,该公司斥资198.73万港元回购2.4万股股份,每股回购价 格为81.5-85.5港元。 ...
心动公司(02400)1月26日斥资198.73万港元回购2.4万股
智通财经网· 2026-01-26 10:08
智通财经APP讯,心动公司(02400)发布公告,于2026年1月26日,该公司斥资198.73万港元回购2.4万股 股份,每股回购价格为81.5-85.5港元。 ...
心动公司(02400.HK)1月26日耗资198.7万港元回购2.4万股
Ge Long Hui· 2026-01-26 10:04
格隆汇1月26日丨心动公司(02400.HK)公告,1月26日耗资198.7万港元回购2.4万股。 ...
心动公司(02400) - 翌日披露报表
2026-01-26 10:01
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: 心动有限公司 呈交日期: 2026年1月26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) | 02400 | 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 ...
异动盘点0126 | 石油股继续走高,老铺黄金涨超7%;美股锂矿概念股多数上涨,英特尔大跌17.03%
贝塔投资智库· 2026-01-26 04:01
Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]
心动公司涨超5% 《心动小镇》手游国际服下载量突破1000万
Zhi Tong Cai Jing· 2026-01-26 02:34
心动公司(02400)涨超5%,截至发稿,涨4.47%,报85.25港元,成交额1.06亿港元。 消息面上,据开源证券研报,1月23日,心动公司《心动小镇》手游国际服官宣下载量突破1000万,用 户量持续超预期。该行认为,这或为后续流水爬升并超预期打下基础,其在steam平台的同时在线人数 亦稳步提升,或进一步带来流水增量。国金证券也认为,《心动小镇》国际服在社交媒体平台声量持续 上涨,同时游戏内大量UGC 内容具备社交展示价值,随着游戏进程推进,玩家解锁更多玩法,将更多 的游戏内容发布在社交媒体,有望进一步进行推动游戏破圈,继续扩大游戏用户基数。 ...
心动公司(02400.HK)涨超5%
Mei Ri Jing Ji Xin Wen· 2026-01-26 02:20
每经AI快讯,心动公司(02400.HK)涨超5%,截至发稿,涨4.47%,报85.25港元,成交额1.06亿港元。 (文章来源:每日经济新闻) ...
港股异动 | 心动公司(02400)涨超5% 《心动小镇》手游国际服下载量突破1000万
智通财经网· 2026-01-26 02:11
智通财经APP获悉,心动公司(02400)涨超5%,截至发稿,涨4.47%,报85.25港元,成交额1.06亿港元。 消息面上,据开源证券研报,1月23日,心动公司《心动小镇》手游国际服官宣下载量突破1000万,用 户量持续超预期。该行认为,这或为后续流水爬升并超预期打下基础,其在steam平台的同时在线人数 亦稳步提升,或进一步带来流水增量。国金证券也认为,《心动小镇》国际服在社交媒体平台声量持续 上涨,同时游戏内大量UGC 内容具备社交展示价值,随着游戏进程推进,玩家解锁更多玩法,将更多 的游戏内容发布在社交媒体,有望进一步进行推动游戏破圈,继续扩大游戏用户基数。 ...