Core Viewpoint - The artificial intelligence (AI) concept stocks have shown strong performance, with notable increases in share prices for several companies, indicating a positive market sentiment towards AI technologies [1][2] Group 1: Stock Performance - Lion Group (02562) increased by 6.72% - ZhiZi City Technology (09911) rose by 6.43% - SenseTime-W (00020) gained 5.21% - Weimob Group (02013) saw a rise of 5.13% - GDS Holdings Limited-SW (09698) increased by 2.33% - Fourth Paradigm (06682) rose by 2.38% [1][2] Group 2: Research Insights - CITIC Securities' report highlights the convenience features of Doubao AI phone, showcasing the potential of edge-side agents; however, it also points out the limitations due to various application permissions and interface restrictions, reflecting the current fragmentation in the traditional smartphone ecosystem [1][2] - The report suggests that for AI phones to achieve large-scale adoption, there is a need to redefine the collaboration between AI, applications, and operating systems, indicating potential restructuring of existing ecosystem boundaries and roles [1][2] - China Galaxy Securities notes that while overseas large models face high cost issues in the short term, the trend towards accelerated implementation of AI agents remains unchanged despite the current mismatch in technology maturity and commercialization pace [1][2]

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies. Group 1: Increased Holdings - Zhaoyan New Drug (06127) saw the largest increase in holdings, rising by 3.58% to a total holding of 57.50% [1][2] - Guofu Hydrogen Energy (02582) increased by 1.88%, reaching a holding of 19.85% [1][2] - Red Star Macalline (01528) experienced a 1.48% increase, with a current holding of 45.57% [1][2] - Lion Group (02562) had a notable increase of 5.81% over the last five trading days, bringing its total holding to 34.09% [1][3] - Reshaping Energy (02570) increased by 3.77% in the same period, now holding 6.48% [1][3] Group 2: Decreased Holdings - Hongye Futures (03678) had the largest decrease, down by 1.08% to a holding of 62.20% [1][2] - Shandong Molong (00568) decreased by 0.73%, with a current holding of 53.76% [1][2] - Luoyang Molybdenum (03993) saw a reduction of 0.58%, now holding 28.92% [1][2] - The largest decrease over the last five trading days was seen in Wan Guo Gold Group (02979), which fell by 11.31% to a holding of 0.01% [1][3] - Haotian International Investment (01341) decreased by 4.79%, now at 63.80% [1][3]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Increased Holdings - Hongye Futures (03678) saw the largest increase in ownership percentage, rising by 2.45% to a total holding of 63.38% [1] - Jinli Permanent Magnet (06680) experienced a 1.84% increase, bringing its holding to 30.90% [1] - Tianyue Advanced (02631) had a 1.50% increase, resulting in a holding of 23.79% [1] - Other notable increases include Junsheng Electronics (00699) with +1.10% to 4.35% and Guofu Hydrogen Energy (02582) with +1.01% to 18.32% [1] Group 2: Decreased Holdings - China Merchants Energy (01138) had the largest decrease, with a drop of 2.02% to 62.68% [2] - ASM Pacific (00522) saw a decrease of 1.45%, resulting in a holding of 4.59% [2] - Weimeng Group (02013) decreased by 0.81%, now holding 26.24% [2] - Other significant decreases include Sanhua Intelligent Control (02050) with -0.69% and Junshi Biosciences (01877) with -0.57% [2] Group 3: Five-Day Changes - Over the last five trading days, Jihong Co., Ltd. (02603) had the highest increase in ownership, up by 20.61% to 53.18% [4] - Lion Holdings (02562) increased by 8.17% to 32.54% [4] - Yihua Tong (02402) saw a 2.85% increase, reaching 23.58% [4] - Conversely, China Merchants Energy (01138) experienced a decrease of 3.20% to 62.68% [4] Group 4: Twenty-Day Changes - In the last twenty days, Jihong Co., Ltd. (02603) again led with a 19.91% increase to 53.18% [5] - Lion Holdings (02562) increased by 13.77% to 32.54% [5] - Guofu Hydrogen Energy (02582) rose by 10.93% to 18.32% [5] - On the downside, China Merchants Energy (01138) saw a significant decrease of 6.35% to 62.68% [5]

Core Viewpoint - The report highlights significant changes in the shareholding ratios of various companies under the Hong Kong Stock Connect program, indicating shifts in investor sentiment and potential investment opportunities. Group 1: Shareholding Ratio Increases - Lion Group (02562) saw the largest increase in shareholding ratio, up by 2.16% to 31.63% [2] - Tracker Fund of Hong Kong (02800) increased by 1.89% to 3.94% [2] - Hang Seng China Enterprises (02828) rose by 1.84% to 2.96% [2] - Other notable increases include Longi Green Energy (02465) up by 1.67% to 47.32% and Great Wall Motor (02238) up by 0.54% to 61.03% [2] Group 2: Shareholding Ratio Decreases - China Merchants Energy Shipping (01138) experienced the largest decrease, down by 0.92% to 64.70% [2] - Huatian Engineering (01341) decreased by 0.73% to 66.93% [2] - Chalkboard (02469) saw a reduction of 0.66% to 24.23% [2] - Other significant decreases include Crystal Technology (02228) down by 0.58% to 40.83% and Longi Green Energy (06869) down by 0.57% to 59.70% [3] Group 3: Five-Day Shareholding Ratio Changes - Jihong Co., Ltd. (02603) had the highest five-day increase, up by 20.40% to 53.44% [4] - Lion Group (02562) increased by 6.83% to 31.63% [4] - ZTE Corporation (00763) rose by 2.94% to 52.77% [4] - Notable decreases included Beijing Automotive Group (01958) down by 1.95% to 24.64% [4] Group 4: Twenty-Day Shareholding Ratio Changes - Jihong Co., Ltd. (02603) also led the twenty-day increase with a rise of 20.47% to 53.44% [5] - Lion Group (02562) increased by 13.57% to 31.63% [5] - Guofu Hydrogen Energy (02582) rose by 9.85% to 17.31% [5]

Group 1 - UBS Group AG increased its stake in Lion Group Holdings (02562.HK) by purchasing 1.45 million shares at an average price of HKD 3.5558 per share, totaling approximately HKD 5.156 million [1] - Following the purchase, UBS's total holdings in Lion Group increased to 28.8875 million shares, raising its ownership percentage from 5.99% to 6.30% [1][3] - The transaction occurred on December 2, 2025, as per the latest disclosure from the Hong Kong Stock Exchange [1][2]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2][3]. Group 1: Companies with Increased Holdings - Southern Port Meit Technology (03442) saw an increase of 1.35%, bringing its latest holding percentage to 28.06% [2]. - Lion Group (02562) experienced a 1.19% increase, with a current holding of 29.47% [2]. - Jihong Co., Ltd. (02603) had a 0.75% increase, resulting in a holding percentage of 53.34% [2]. - Over the last five trading days, Jihong Co., Ltd. (02603) had the highest increase of 19.83%, with a holding percentage of 53.34% [3]. - Lion Group (02562) also increased by 4.76%, reaching 29.47% [3]. - Guanghe Tong (00638) saw a 3.73% increase, with a holding percentage of 8.70% [3]. Group 2: Companies with Decreased Holdings - Haotian International Investment (01341) experienced the largest decrease of -0.93%, with a current holding of 67.66% [2]. - Longpan Technology (02465) saw a reduction of -0.83%, bringing its holding to 45.65% [2]. - Weimeng Group (02013) decreased by -0.59%, resulting in a holding percentage of 27.09% [2]. - Over the last five trading days, Huaxia Hengsheng Biotechnology (03069) had the largest decrease of -3.37%, with a holding percentage of 9.42% [3]. - Beijing Automotive (01958) decreased by -2.09%, now holding 24.73% [3]. - Kanglong Chemical (03759) saw a reduction of -2.08%, with a holding percentage of 55.34% [3].

消息面上，近期狮腾控股股东减持动作频频。联交所资料显示，王传中11月26日减持1697万股，戴可欣 分别于11月24日至26日连续三日减持，累计减持567.2万股。另据报道，阿里巴巴对狮腾控股的持股比 例从47.16%降至43.45%。 智通财经APP获悉，狮腾控股(02562)跌超8%，当前股价较7月高点已回撤逾九成。截至发稿，跌 7.98%，报3港元，成交额1.79亿港元。 ...

具体数据如下（交易所数据根据T+2日结算）： 智通财经APP获悉，根据2025年12月4日披露数据，吉宏股份（02603）、狮腾控股（02562）、南方东 西精选（03441）港股通持股占比增加值最大，分别增加20.35%、3.15%、1.35%；山东墨龙 （00568）、大眾公用（01635）、长飞光纤光缆（06869）港股通持股占比减少值最大，分别减 少-0.81%、-0.56%、-0.56%。 1、港股通最新日占比增持榜（前20名） 在最近有统计数据的5个交易日内，吉宏股份（02603）、狮腾控股（02562）、广和通（00638）港股通 持股占比增加值最大，分别增加18.56%、9.00%、4.68%；华夏恆生生科（03069）、恆生中国企业 （02828）、康龙化成（03759）港股通持股占比减少值最大，分别减少-2.90%、-2.51%、-1.91%。 4、港股通5日占减持榜（前10名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 吉宏股份(02603) | +20.35% | 52.59% | | 狮腾控股(02562) | +3.15% | ...

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 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 獅騰控股有限公司 呈交日期: 2025年12月4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) | 02562 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,100,000,000 | HKD | | 0.0001 | HKD | | 110,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 1,100,000,000 | HKD | | 0.0001 | HKD | | 110,000 | 本月底法定/註冊股本總額 ...

根据2025年12月2日披露数据，中铝国际（02068）、龙蟠科技（02465）、山东墨龙（00568）港股通持 股占比增加值最大，分别增加0.95%、0.65%、0.56%；昊天国际建投（01341）、大眾公用（01635）、 COSMOPOL INT'L（00120）港股通持股占比减少值最大，分别减少-1.02%、-1.00%、-0.83%。 在最近有统计数据的5个交易日内，万国黄金集团（03939）、龙蟠科技（02465）、狮腾控股（02562） 港股通持股占比增加值最大，分别增加8.51%、5.88%、5.53%；恆生中国企业（02828）、华夏恆生生 科（03069）、大眾公用（01635）港股通持股占比减少值最大，分别减少-2.63%、-2.49%、-1.76%。 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 | | --- | --- | --- | | 中铝国际(02068) | +0.95% | 21.35% | | 龙蟠科技(02465) | +0.65% | 45.83% | | 山东墨龙(00568 ...