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: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 奧克斯電氣有限公司 呈交日期: 2026年2月5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) | 02580 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | 本月底法定/註冊股 ...

Group 1 - The top three companies with net inflow of southbound funds are SMIC (00981) with 458 million, Sanhua Intelligent Control (02050) with 405 million, and Hua Hong Semiconductor (01347) with 390 million [1] - The top three companies with net outflow of southbound funds are China Mobile (00941) with -601 million, UBTECH (09880) with -516 million, and Sanofi (01530) with -357 million [1] - In terms of net inflow ratio, Haitian Flavoring (03288) leads with 76.61%, followed by Southern Hong Kong Stock Connect (03432) with 62.50%, and CIMC (02039) with 59.57% [1] Group 2 - The top ten companies by net inflow include Tencent Holdings (00700) with 272 million and Alibaba-W (09988) with 263 million [2] - The top ten companies by net outflow include Meituan-W (03690) with -287 million and Bilibili-W (09626) with -242 million [2] - The top three companies with the highest net outflow ratio are Dekang Agriculture (02419) at -50.69%, Sanofi (01530) at -47.05%, and Jianfa International Group (01908) at -45.45% [3]

Group 1 - The core point of the article highlights that Aux Electric (02580.HK) has seen its stock price drop to a record low of HKD 13.00, marking a cumulative decline of 25.14% since its initial public offering (IPO) price of HKD 17.42 [1][2] - Aux Electric's stock closed at HKD 13.04, reflecting a daily decrease of 1.73% [1] - The company went public on September 2, with an initial closing price of HKD 16.48, which was a 5.4% drop from the IPO price [1] Group 2 - The final offering price for Aux Electric was set at HKD 17.42, raising a total of HKD 4,150.1 million, with a net amount of HKD 3,993.5 million after deducting estimated listing expenses of HKD 156.5 million [2] - The number of shares offered by Aux Electric was 238,235,200, with 83,382,400 shares allocated for public offering and 154,852,800 shares for international offering [1] - Key cornerstone investors included China Post Insurance, China Post Wealth Management, and several others, with a total allocation of 55,921,400 shares [2]

公司名稱: 奧克斯電氣有限公司 呈交日期: 2026年1月7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) | 02580 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 | USD | | 50,000 | 本月底法定/註冊股本總額： USD 50,000 FF301 第 1 頁 共 10 頁 v 1.1.1 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 ...

Core Viewpoint - The "Mars 1 Degree of Electricity" challenge by Aux is not just a marketing stunt but a strategic move to upgrade the brand and showcase its energy-saving technology, which may be undervalued in the market [1][2]. Group 1: Event and Technology - The challenge successfully demonstrated Aux's energy-saving technology by illuminating 10,306 LED lights using just 1 degree of electricity, transforming abstract energy savings into a visual spectacle [1]. - Aux's "smart energy-saving technology" is supported by precise temperature control algorithms and dynamic power adjustment systems, allowing the air conditioning units to optimize their operation based on environmental changes [4]. Group 2: Market Impact and User Value - The energy-saving technology can potentially save each household over 100 kWh annually, making the benefits tangible and relatable for consumers, thus enhancing the emotional connection between the brand and users [5]. - The challenge aligns with the global "dual carbon" consensus, addressing market demands for high cost-performance and low energy consumption products, particularly in emerging markets [6]. Group 3: Financial Performance and Growth - Aux's overseas sales revenue reached 10.41 billion yuan in 2023 and is projected to grow to 14.68 billion yuan in 2024, with significant year-on-year increases of 24.2% and 41.0% respectively [9]. - The company's overseas revenue surpassed domestic sales for the first time in the first half of 2025, reaching 10.84 billion yuan, reflecting a 27.9% year-on-year growth [9]. Group 4: Strategic Evolution - Aux has evolved from an industry follower to a global player, leveraging strategic insights to address core industry challenges and adapting to market changes over three decades [12]. - The dual business model of ODM and OBM has been crucial for Aux's global success, with ODM contributing 81.3% of foreign sales revenue in 2024 [13]. Group 5: Social Responsibility and Market Perception - Aux's commitment to social responsibility is evident through its donation of 30 million HKD for disaster relief, reinforcing its brand value beyond mere commercial success [16]. - Market analysts, such as Huatai Securities, have given Aux a "buy" rating with a target price of 17.67 HKD, indicating potential for valuation growth based on its technological and strategic strengths [16].

Core Viewpoint - Aokis Electric (02580.HK) experienced a significant increase in stock price, rising over 4% in the afternoon trading session, indicating positive market sentiment towards the company [1] Group 1 - Aokis Electric's stock price rose by 4.12%, reaching HKD 14.65 [1] - The trading volume for Aokis Electric was reported at HKD 31.9099 million [1]

Group 1 - The core viewpoint of the article highlights that Aux Electric (02580) has seen a stock price increase of over 4%, currently trading at HKD 14.65, with a transaction volume of HKD 31.9 million [1] - The Shenzhen Stock Exchange announced adjustments to the constituent stocks of the Hang Seng Composite Mid-cap Index, resulting in changes to the Hong Kong Stock Connect target securities list, with Aux Electric being included effective from December 8 [1] - Huatai Securities reported that Aux Electric is the fifth largest air conditioning provider globally and the fourth largest in China, with its air conditioning business operating in over 150 countries and regions [1] Group 2 - The company primarily focuses on household and central air conditioning, utilizing its main brand Aux and three sub-brands: ShinFlow, Huasuan, and Aufit, to cover different price segments [1] - Domestic sales remain stable, while international sales are rapidly growing driven by both ODM and OBM strategies, showcasing the company's leading manufacturing efficiency and cost control capabilities [1] - The long-term growth potential of the company is viewed positively by analysts [1]

Group 1 - The core point of the article is that Aux Electric (02580) saw a stock price increase of over 4%, reaching HKD 14.65, with a trading volume of HKD 31.9 million due to its inclusion in the Hong Kong Stock Connect list [1] - The Shenzhen Stock Exchange announced adjustments to the Hang Seng Composite MidCap Index, which affected the list of target securities for the Hong Kong Stock Connect [1] - Aux Electric is recognized as the fifth largest air conditioning provider globally and the fourth largest in China, with operations in over 150 countries and regions [1] Group 2 - The company primarily focuses on household and central air conditioning, utilizing its main brand Aux and three sub-brands: ShinFlow, HuaSuan, and Aufit, to cover different price segments [1] - Domestic sales remain stable, while international sales are rapidly growing driven by both ODM and OBM strategies, showcasing the company's manufacturing efficiency and cost control capabilities [1] - The long-term growth potential of the company is viewed positively by Huatai Securities [1]

Group 1 - The Shenzhen Stock Exchange announced on December 8 that due to the adjustment of the Hang Seng Composite MidCap Index, the list of eligible securities for the Stock Connect program will be updated [1] - Four companies have been added to the Stock Connect program, effective from December 8, 2025: FWD Group (01828), Aux Group (02580), Sinopharm Group (02591), and Chery Automobile (09973) [1][3] Group 2 - The adjustment includes the addition of FWD Group, Aux Group, Sinopharm Group-B, and Chery Automobile to the Stock Connect program [3]

Core Points - The Shenzhen Stock Exchange announced on December 8 that due to the adjustment of the Hang Seng Composite Midcap Index, the list of eligible securities for the Hong Kong Stock Connect will be updated, effective from December 8, 2025 [1] Group 1: Company Adjustments - Four companies have been added to the Hong Kong Stock Connect: FWD Group (01828), Aux Group (02580), Sinopharm Group (02591), and Chery Automobile (09973) [1][3] - The adjustment reflects the ongoing changes in the market and the inclusion of mid-cap stocks in the investment framework [1]