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： 2025年10月21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 ...

Group 1 - OpenAI has tightened regulations on its AI video generation application Sora to prevent deepfake content, collaborating with actor Bryan Cranston and the SAG-AFTRA union [1] - As of October 20, 2025, the CSI Online Consumption Theme Index (931481) rose by 1.47%, with notable increases in stocks such as Bilibili-W (6.88%) and Kuaishou-W (3.04%) [1] - The CSI Online Consumption ETF (159793) increased by 1.60%, reaching a latest price of 1.08 yuan, and has seen a cumulative rise of 10.95% over the past three months [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Online Consumption Theme Index accounted for 55.76% of the index, including Alibaba-W, Tencent Holdings, and Kuaishou-W [2] - The weight and performance of key stocks in the index include Tencent Holdings (1.35%), Alibaba-W (3.03%), and Meituan-W (1.60%) [4]

Core Viewpoint - The company announced the granting of a total of 143,700 stock options to several qualified participants under its stock option plan, with each option allowing the subscription of ordinary shares at a par value of $0.0001 per share [1] Summary by Categories - **Stock Options Granted** - The company granted a total of 143,700 stock options [1] - The options are part of the company's stock option plan [1] - **Subscription Details** - Each stock option allows for the subscription of ordinary shares at a par value of $0.0001 [1]

Core Viewpoint - The company, Xindong (02400.HK), announced the grant of a total of 143,694 stock options to several qualified participants under the stock option plan adopted on June 25, 2021, allowing them to subscribe for ordinary shares with a par value of $0.0001 each [1] Summary by Categories - **Stock Option Grant** - The company granted a total of 143,694 stock options to qualified participants [1] - The stock options are part of a plan adopted on June 25, 2021 [1] - Each option allows the subscription of ordinary shares with a par value of $0.0001 [1]

Core Viewpoint - The company, Heartbeat Company (02400), announced the granting of a total of 143,700 stock options to several qualified participants under its stock option plan, allowing them to subscribe to ordinary shares with a par value of $0.0001 each, effective October 20, 2025 [1] Summary by Category - **Stock Options Granted** - A total of 143,700 stock options were granted to qualified participants [1] - The options are for subscribing to ordinary shares with a par value of $0.0001 [1] - **Effective Date** - The stock options will be effective from October 20, 2025 [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。 XD Inc. 心动有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2400） 授出購股權 本公告乃根據香港聯合交易所有限公司證券上市規則（「上市規則」）第17.06A條 而作出。 心动有限公司（「本公司」，連同其附屬公司統稱「本集團」）董事會（「董事會」） 宣佈，於2025年10月20日，本公司根據於2021年6月25日採納之購股權計劃（「購 股權計劃」）向若干合資格參與者（「承授人」）授出合共143,694份購股權（「購股 權」），以認購本公司每股面值0.0001美元之普通股（「股份」）。所授出購股權的 詳情如下： 承授人姓名 於本公司所擔任的職位 股權數目 黃一孟先生 董事會主席、首席執行官兼 執行董事 （附註） 122,500 附註： 黃一孟先生亦為本公司之主要股東。 根據上市規則第17.04(1)條，向上述本公司董事、最高行政人員及主要股東授 出購股權已獲本公司獨立非執行董事批准。 經向 ...

Core Viewpoint - The gaming sector is experiencing significant growth, with a notable increase in the issuance of domestic game licenses and strong performance in the overseas mobile game market, indicating robust support from regulatory policies and stable consumer demand [1][1]. Group 1: Market Performance - As of the report, several gaming stocks have shown substantial gains, including NetEase-S (up 5.45% to HKD 236), Dreamland (up 3.33% to HKD 1.24), Xindong Company (up 3.28% to HKD 70.9), and Tencent (up 3.54% to HKD 629.5) [1][1][1]. Group 2: Regulatory Environment - From January to September 2025, the National Press and Publication Administration issued a total of 1,195 domestic game licenses, representing a year-on-year increase of 24.61%, reflecting ongoing regulatory support for the gaming industry [1][1]. Group 3: Industry Outlook - According to Jianghai Securities, the normalization of game license issuance demonstrates the increasing support from regulatory policies for the development of the gaming industry [1][1]. - CITIC Construction Investment's report indicates that despite recent market corrections, the gaming sector remains unaffected by tariffs, with stable demand and high consumer engagement during peak seasons such as summer and National Day [1][1]. - The average Forward-PE for the gaming sector is below 20x, suggesting that recent adjustments are primarily driven by funding factors, with some companies offering better valuation opportunities [1][1]. - Future catalysts for the sector include strong Q3 performance and a wave of new product launches in Q4 [1][1].

Core Insights - The report from Tianfeng Securities highlights the release of the State Council's opinions on implementing "AI+" actions across six key areas by August 26, 2025, which include AI in science and technology, industrial development, consumer quality enhancement, public welfare, governance capabilities, and global cooperation [1] Group 1: Key Areas of Focus - The six key areas for accelerated implementation of "AI+" actions are: "AI+" in science and technology, "AI+" in industrial development, "AI+" in consumer quality enhancement, "AI+" in public welfare, "AI+" in governance capabilities, and "AI+" in global cooperation [1] - The report suggests focusing on companies such as Xindong Company (02400, AI+ gaming), Huashu Gaoke (688433.SH, AI+ intelligent manufacturing), Guodun Quantum (688027.SH, AI+ quantum technology), and Uxin (UXIN.US, AI+ used cars) [1] Group 2: Investment Recommendations - A total of 50 representative stocks have been selected from A-shares, Hong Kong stocks, and US-listed Chinese companies to showcase the current layout of "AI+" applications in these six key areas [1] - Key recommended stocks include: Shuanghuan Transmission (002472.SZ, AI+ industrialization/intelligent robotics), Orbbec (688322.SH, AI+ hardware), Shengye (06069, AI+ supply chain finance platform), Zhizi City Technology (09911, AI+ global social), Bairong Cloud-W (06608, AI+ financial information), and Jiabiyou (688089.SH, AI+ biomanufacturing) [1]

Core Viewpoint - Xindong Company (02400) announced the issuance of a total of 1,600 shares due to the exercise of stock options on October 15, 2025 [1] Summary by Category - **Company Actions** - Xindong Company will issue 1,600 shares as a result of stock option exercises [1]

Core Points - The company, Heartbeat Company (02400), announced the issuance of a total of 1,600 shares due to the exercise of stock options on October 15, 2025 [1] Summary by Category - **Company Announcement** - Heartbeat Company will issue 1,600 shares as a result of stock option exercises [1]