Group 1 - The SaaS sector is experiencing significant stock price increases, with notable gains from companies such as Lion Group (10.8% increase), Kingdee International (5.04% increase), and Huily Technology (4.71% increase) [1] - Meta announced a multi-billion dollar acquisition of Manus, a company that has achieved an annual recurring revenue (ARR) of over $100 million, marking it as the fastest startup to reach this milestone [1] - Dongwu Securities highlights that Meta's acquisition indicates a revaluation of AI agents, suggesting that market funds are likely to concentrate on companies with real-world applications and sustainable subscription revenues [1] Group 2 - Northeast Securities released a report emphasizing the shift from traditional SaaS to agent-based models, where vertical software giants are restructuring workflows by leveraging AI [1] - This transition is expected to transform AI from a peripheral tool into a core productivity engine, significantly enhancing research and operational efficiency [1] - The report suggests that this shift will allow companies to capture the largest benefits following the foundational investment in computing power [1]

来源：智通财经网 根据2025年12月31日披露数据，安德利果汁（02218）、蒙牛乳业（02319）、盈富基金（02800）港股 通持股占比增加值最大，分别增加2.35%、0.07%、0.02%；碧桂园（02007）、吉利汽车（00175）、华 夏恆生科技（03088）港股通持股占比减少值最大，分别减少-0.51%、-0.16%、-0.02%。 在最近有统计数据的5个交易日内，狮腾控股（02562）、浙江世宝（01057）、三花智控（02050）港股 通持股占比增加值最大，分别增加3.79%、3.55%、3.46%；嘉和生物-B（06998）、中铝国际 （02068）、招商恆生科技（03423）港股通持股占比减少值最大，分别减少-1.74%、-1.50%、-1.44%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） 公司名称占比值变动最新持股比例安德利果汁(02218)+2.35%23.75%蒙牛乳业(02319)+0.07%17.52%盈富 基金(02800)+0.02%1.78%恆生科技ETF(03032)+0.01%14.94%腾讯控股(00700)+0.01% ...

Core Insights - The report highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies as of December 31, 2025 [1] Group 1: Increased Holdings - Andeli Juice (02218) saw the largest increase in ownership percentage, rising by 2.35% to a total holding of 23.75% [2] - Mengniu Dairy (02319) experienced a slight increase of 0.07%, bringing its holding to 17.52% [2] - The Yingfu Fund (02800) had a minimal increase of 0.02%, resulting in a holding of 1.78% [2] - Other notable increases include Lion Group (02562) with a 3.79% rise to 49.05% and Zhejiang Shibao (01057) with a 3.55% increase to 58.76% [3] Group 2: Decreased Holdings - Country Garden (02007) faced the largest decrease, with a drop of 0.51% to a holding of 15.33% [2] - Geely Automobile (00175) saw a reduction of 0.16%, resulting in a holding of 11.37% [2] - Huaxia Hengsheng Technology (03088) experienced a minor decrease of 0.02%, leading to a holding of 20.19% [2] - Other significant decreases include Jiahe Biotechnology-B (06998) with a 1.74% drop to 0.61% and Chalco International (02068) with a 1.50% decrease to 19.44% [3] Group 3: Five-Day Changes - Over the last five trading days, Lion Group (02562) had the highest increase in ownership percentage, up by 3.79% [3] - Zhejiang Shibao (01057) and Sanhua Intelligent Control (02050) also saw significant increases of 3.55% and 3.46%, respectively [3] - Conversely, Jiahe Biotechnology-B (06998) had the largest decrease of 1.74% over the same period [3] Group 4: Twenty-Day Changes - In the last twenty days, Lion Group (02562) experienced a substantial increase of 23.92% in ownership [4] - Jihong Co., Ltd. (02603) followed with a 22.62% increase, reaching a holding of 54.86% [4] - Red Star Macalline (01528) also saw an increase of 8.47%, bringing its holding to 52.20% [4]

Group 1 - The top three companies with the highest short-selling ratios are Cheung Kong (00001), CLP Holdings (00002), and Hong Kong and China Gas (00003), all reporting a short-selling ratio of 0.00% [1][2] - The top three companies by short-selling amount are also Cheung Kong (00001), CLP Holdings (00002), and Hong Kong and China Gas (00003), with amounts not specified [1][2] - The companies with the highest deviation values are Energy and Energy Global (01142), Hu Shang Ayi (02589), and China Shipbuilding Defense (00317), with deviation values of -0.41%, -0.41%, and -0.66% respectively [1][2] Group 2 - The top ten short-selling ratios include Cheung Kong (00001), CLP Holdings (00002), and Hong Kong and China Gas (00003), all at 0.00%, with significant negative deviation values [2] - The top ten short-selling amounts also feature Cheung Kong (00001), CLP Holdings (00002), and Hong Kong and China Gas (00003), all at 0.00% short-selling ratio and notable negative deviation values [2] - The top ten companies with the highest deviation values include Energy and Energy Global (01142), Hu Shang Ayi (02589), and China Shipbuilding Defense (00317), with deviation values indicating a decline compared to their average short-selling ratios over the past 30 days [2][3]

智通财经APP获悉，根据2025年12月30日披露数据，三花智控（02050）、狮腾控股（02562）、东方电 气（01072）港股通持股占比增加值最大，分别增加3.22%、2.85%、2.61%；中铝国际（02068）、嘉和 生物-B（06998）、招商恆生科技（03423）港股通持股占比减少值最大，分别减 少-2.69%、-1.74%、-1.41%。 在最近有统计数据的5个交易日内，狮腾控股（02562）、浙江世宝（01057）、三花智控（02050）港股 通持股占比增加值最大，分别增加3.79%、3.55%、3.46%；嘉和生物-B（06998）、中铝国际 （02068）、招商恆生科技（03423）港股通持股占比减少值最大，分别减少-1.74%、-1.50%、-1.44%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 三花智控(02050) | +3.22% | 22.04% | | 狮腾控股(02562) | +2.85% | 49.05% | | 东方电气(010 ...

Core Viewpoint - The latest shareholder equity disclosures for Huaxin Cement (06655), Baixin An-B (02185), Lion Group (02562), and Hannoji Pool (08428) were made on December 31, 2025, indicating changes in shareholdings among various institutional investors [1] Group 1: Huaxin Cement (06655) - Zhang Lin increased his holdings from 248,400 shares to 273,400 shares, representing a holding percentage of 0.04% compared to 0.03% previously [2] Group 2: Baixin An-B (02185) - Wang Philip Li's holdings slightly increased from 85,197,700 shares to 85,207,700 shares, maintaining a holding percentage of 36.15%, up from 36.14% [2] - Winning Powerful Limited also increased its holdings from 46,015,600 shares to 46,025,600 shares, with a holding percentage of 19.53%, slightly up from 19.52% [2] Group 3: Lion Group (02562) - Alibaba.com reduced its holdings from 59,268,100 shares to 38,759,100 shares, resulting in a holding percentage of 8.46%, down from 12.93% [2] - Multiple entities under Alibaba, including Alibaba Group Holding Limited and Alibaba Singapore Holding Private Limited, reported the same reduction in holdings [2] Group 4: Hannoji Pool (08428) - Wang Zhaohui acquired 10,430,000 shares, representing a new holding percentage of 9.31%, compared to 0% previously [2]

Core Viewpoint - The report highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies, which may signal investment trends and market sentiment. Group 1: Increased Holdings - Zhejiang Shibao (01057) saw the largest increase in holdings, up by 2.33%, bringing the total to 57.54% [1][2] - Changfei Fiber Optic Cable (06869) experienced a 1.79% increase, with a new holding percentage of 58.13% [1][2] - Chalco International (02068) had a 1.19% increase, resulting in a holding percentage of 22.13% [1][2] - Other notable increases include Beijing Beichen Industrial (00588) and Junsheng Electronics (00699), both up by 1.03% [2] Group 2: Decreased Holdings - Shandong Molong (00568) faced the largest decrease, down by 1.38%, now holding 50.49% [1][2] - Zhaoyan New Drug (06127) saw a reduction of 1.22%, with a current holding of 56.82% [1][2] - Tianqi Lithium (09696) decreased by 1.01%, bringing its holding to 37.42% [1][2] - Other significant decreases include Jinyi Yongci (06680) and Zhongyuan Jianye (09982), down by 0.64% and 0.55% respectively [2] Group 3: Five-Day Changes - Over the last five trading days, Lion Holdings (02562) had the highest increase at 3.06%, with a holding of 46.20% [1][3] - Changfei Fiber Optic Cable (06869) increased by 2.58%, maintaining a holding of 58.13% [1][3] - Junsheng Electronics (00699) rose by 2.47%, now at 11.24% [1][3] - Conversely, Shandong Molong (00568) and Yihua Tong (02402) both decreased by 2.47% [1][3] Group 4: Twenty-Day Changes - Ji Hong Co. (02603) had the largest increase over twenty days, up by 21.54%, with a holding of 54.58% [1][4] - Lion Holdings (02562) also saw a significant increase of 21.40%, now at 46.20% [1][4] - Red Star Macalline (01528) increased by 8.04%, holding 51.70% [1][4]

【财华社讯】狮腾控股(02562.HK)公布，潘南琦因有意投入更多时间处理其他公务，已递交其辞呈辞去 非执行董事、审计委员会成员、提名委员会成员及财务及风险委员会主席职务，自2025年12月24日起生 效；及张天胆因有意投入更多时间处理其他公务，已递交其辞呈辞去非执行董事职务，自2025年12月24 日起生效。 本文源自：财华网 ...

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Increased Holdings - ZTO Express (02057) saw an increase of 0.12%, bringing its latest holding percentage to 11.29% [2]. - Mongolian Mining Corporation (00975) experienced a 0.05% increase, with a current holding of 10.59% [2]. - Xinyi International (00732) had a 0.03% increase, resulting in a holding percentage of 5.17% [2]. - Lion Group (02562) had the largest increase over the last five trading days, with a 9.20% rise to 45.26% [3]. - Junsheng Electronics (00699) increased by 3.59%, reaching a holding of 10.21% [3]. - Cambridge Technology (06166) saw a 3.48% increase, with a current holding of 9.53% [3]. Group 2: Decreased Holdings - Meitu (01357) experienced the largest decrease, with a drop of 0.12% to a holding of 28.62% [2]. - Hang Seng Technology ETF (03032) saw a decrease of 0.01%, resulting in a holding of 14.90% [2]. - MicroPort Scientific Corporation-B (02160) had a significant decrease of 2.81%, bringing its holding down to 1.70% over the last five days [3]. - Yihua Tong (02402) decreased by 1.77%, with a current holding of 21.71% [3]. - Zhongjiao Holdings (00839) saw a reduction of 1.22%, resulting in a holding of 13.76% [3].

董事会委员会的组成将作出如下变动，自2025年12月24日起生效：执行董事及董事会主席李叙平先生已 获委任为财务及风险委员会主席;执行董事戴可欣女士已获委任为提名委员会成员，并已不再担任本公 司薪酬委员会成员;独立非执行董事Selva Bryan Ratnam先生已获委任为审计委员会成员，并已不再担任 财务及风险委员会成员;及独立非执行董事谢威廷先生已获委任为财务及风险委员成员及薪酬委员会成 员。 狮腾控股(02562)发布公告，潘南琦女士(潘女士)因有意投入更多时间处理其他公务，已递交其辞呈辞去 非执行董事、本公司审计委员会(审计委员会)成员、本公司提名会委员会成员及财务及风险委员会主席 职务，自2025年12月24日起生效;及 张天胆先生(张先生)因有意投入更多时间处理其他公务，已递交其辞呈辞去非执行董事职务，自2025年 12月24日起生效。 ...