智通财经APP获悉，根据2025年12月8日披露数据，狮腾控股（02562）、盈富基金（02800）、恆生中 国企业（02828）港股通持股占比增加值最大，分别增加2.16%、1.89%、1.84%；中远海能（01138）、 昊天国际建投（01341）、粉笔（02469）港股通持股占比减少值最大，分别减 少-0.92%、-0.73%、-0.66%。 | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 中远海能(01138) | -0.92% | 64.70% | | 昊天国际建投(01341) | -0.73% | 66.93% | | 粉笔(02469) | -0.66% | 24.23% | | 晶泰控股(02228) | -0.58% | 40.83% | | 长飞光纤光缆(06869) | -0.57% | 59.70% | | ASM PACIFIC(00522) | -0.48% | 6.04% | | 京城机电股份(00187) | -0.46% | 49.39% | | 钧达股份(02865) | -0.45% | 32.29% | | 山东黄金(0 ...

Investment Rating - The report maintains a "Recommendation" rating for the media industry, expecting the industry index to outperform the benchmark index by over 5% in the next 3-6 months [2][40]. Core Views - The media sector is anticipated to experience a rebound, particularly in gaming and AI applications, with significant growth potential in these areas. The report emphasizes the importance of both sharpness and allocation in the current market environment [3][6]. - The gaming market is highlighted as entering a favorable valuation zone, with specific companies like Giant Network and Century Huatong recommended for investment [6][16]. - The film market is recovering, with the total box office reaching approximately 437.06 billion yuan, which is about 78% of the 2019 level, indicating a strong recovery trajectory [19][20]. Market Performance Review - The media sector index fell by 3.86% last week, underperforming the CSI 300 index, which rose by 1.28%, resulting in a relative underperformance of 5.14% [9][10]. - The total market capitalization of the media sector is approximately 19,595.28 billion yuan, with a circulating market value of 17,850.96 billion yuan [3]. Gaming Market Insights - Tencent's products dominate the iOS gaming market, with titles like "Peace Elite" and "Love and Deep Space" performing strongly [16]. - Upcoming game releases include "Rust" and "PUBG: BLACK BUDGET," which are expected to generate significant interest [18]. Film Market Overview - The film "Zootopia 2" has achieved a box office of nearly 23 billion yuan within six days, with projections suggesting it could help the total annual box office exceed 500 billion yuan [27]. - The total box office for the year has reached 437.06 billion yuan, with a recovery rate of approximately 78% compared to 2019 [19][22]. Important News and Company Announcements - The establishment of the first micro-short drama export base in Shanghai marks a significant development in the media industry [27]. - Tencent's Magic Cube Studio celebrated its 15th anniversary, announcing major updates for several IP titles, indicating ongoing innovation in the gaming sector [28].

智通财经APP讯，粉笔(02469)发布公告，于2025年12月8日，该公司斥资278.31万港元回购90万股股 份，每股回购价格为3.07-3.1港元。 ...

格隆汇12月8日丨粉笔(02469.HK)公告，12月8日耗资278.3万港元回购90万股。 ...

粉笔(02469)发布公告，于2025年12月8日，该公司斥资278.31万港元回购90万股股份，每股回购价格为 3.07-3.1港元。 ...

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： 粉筆有限公司 呈交日期： 2025年12月8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) | 02469 | 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） ...

智通财经APP获悉，12月8日，粉笔(02469)宣布，将推出全新综合性就业服务产品精品就业班，标志着 该公司从专注公职类考试培训，拓展至规模更大的综合性就业服务领域，为其长期发展打开了新的增长 空间。 备考、求职、就业全贯通，开启价值增长新周期 该就业服务体系在试运行阶段已展现良好效果。此前，粉笔已在云南大区成功试点"一年学上岸计划"。 用户通过一次报名，即可享受覆盖公务员（国考/省考）、事业单位、特岗教师、三支一扶、烟草系 统、农信社/银行、国央企及优质民企等12类主流招录项目的培训服务。 在粉笔自研AI大模型的基础上，一年学上岸计划构建了"精准听课→智能刷题→全真模考→错题复盘→ 申论批改→个性答疑→1V1精细化选岗"的七位一体学习闭环，综合上岸率达70%，获得学员高度认可。 此次试点也充分验证了多赛道协同备考模式的可行性与有效性。 据介绍，精品就业班将构建一套以结果为导向的全链路职业发展服务体系，提供权威、及时的就业信息 服务，涵盖职位选择指导、就业核心知识技能训练、职业素养提升等全方位培训内容，致力于为求职者 打造从"择业"到"就业"的完整支持体系。 AI选岗+专属职业规划，市场需求催生服务升级 近 ...

Core Insights - Multiple companies, including Tencent Holdings and China Petroleum & Chemical Corporation, conducted share buybacks on December 5, 2025, with Tencent leading in both volume and monetary value [1][2] Company Summaries - **Tencent Holdings (00700)**: Repurchased 1.046 million shares for a total of 636 million, with a year-to-date total of 85.148 million shares, representing 0.927% of total share capital [2] - **China National Offshore Oil Corporation (01919)**: Bought back 3 million shares for 41.6745 million, with a cumulative total of 6.9543 million shares, accounting for 2.415% of total share capital [2] - **Kuaishou-W (01024)**: Acquired 438,000 shares for 29.9859 million, with a year-to-date total of 682,460 shares, representing 0.159% of total share capital [2] - **Fenbi (02469)**: Conducted a buyback of 6.657 million shares for 21.0954 million, with a cumulative total of 26.657 million shares, accounting for 1.193% of total share capital [2] - **Jinxin Fertility (01951)**: Repurchased 7.722 million shares for 19.7977 million, with a total of 7.722 million shares year-to-date, representing 0.280% of total share capital [2] - **Yum China (09987)**: Engaged in two buybacks, totaling 57,000 shares for 19.1905 million, with a cumulative total of 16.2024 million shares, accounting for 4.350% of total share capital [2] - **China Feihe (06186)**: Bought back 3 million shares for 12.3 million, with a cumulative total of 208 million shares, representing 2.295% of total share capital [2] - **Haier Smart Home (06690)**: Acquired 450,000 shares for 12.1991 million, with a total of 330,000 shares year-to-date, representing 0.116% of total share capital [2] - **Vitasoy International (00345)**: Repurchased 1.302 million shares for 8.6504 million, with a cumulative total of 1.928 million shares, accounting for 1.837% of total share capital [2] - **Coolpad Group (02369)**: Conducted a buyback of 4.144 million shares for 5.5725 million, with a total of 15.048 million shares year-to-date, representing 3.925% of total share capital [2]

证券时报·数据宝统计显示，12月5日有46家香港上市公司进行了股份回购，合计回购4367.28万股，回购 金额8.54亿港元。 腾讯控股回购数量104.60万股，回购金额6.36亿港元，回购最高价为610.500港元，最低价为605.000港 元，年内累计回购金额698.65亿港元；中远海控回购数量300.00万股，回购金额4167.45万港元，回购最 高价为14.010港元，最低价为13.820港元，年内累计回购金额61.13亿港元；快手-W回购数量43.80万 股，回购金额2998.59万港元，回购最高价为68.950港元，最低价为67.500港元，年内累计回购金额23.95 亿港元。 以金额进行统计，12月5日回购金额最多的是腾讯控股，回购金额为6.36亿港元；其次是中远海控，回 购金额为4167.45万港元；回购金额居前的还有快手-W、粉笔等。回购数量上看，12月5日回购股数最 多的是锦欣生殖，当日回购量为772.20万股；其次是粉笔、安东油田服务等，回购数量分别为665.70万 股、558.60万股。 12月5日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | ...

| 日期 | 回购股数（万股） | 回购最高价（港元） | 回购最低价（港元） | 回购金额（万港元） | | --- | --- | --- | --- | --- | | 2025.12.05 | 665.70 | 3.190 | 3.090 | 2109.54 | | 2025.12.04 | 446.95 | 3.140 | 3.080 | 1390.11 | | 2025.12.03 | 453.05 | 3.230 | 3.110 | 1435.89 | | 2025.12.02 | 100.00 | 3.250 | 3.220 | 323.80 | | 2025.12.01 | 13.40 | 3.260 | 3.260 | 43.68 | | 2025.11.28 | 40.00 | 3.150 | 3.150 | 126.00 | | 2025.11.27 | 20.00 | 3.180 | 3.180 | 63.60 | | 2025.11.26 | 20.00 | 3.100 | 3.100 | 62.00 | | 2025.11.25 | 40.00 | 3.100 | 3.090 | ...