格隆汇12月8日丨METALIGHT(02605.HK)发布公告，近日，公司收到孙熙、陈晓、肖平原、邵凌霜、 钱金蕾、许诚及吕露分别向公司出具的承诺函。根据该等承诺函，彼等自愿将其透过相关实体持有的公 司股份(截至本公告日期合共4950.41万股，约占已发行股份总数的32.09%)的禁售期延长六个月("延长禁 售期")，即自2025年12月10日起至2026年6月10日止。 于延长禁售期内，上述人士各自承诺将不会就其分别透过相关实体持有的股份进行任何受限制行为，包 括出售、处置、转让、赠与或质押股份，设立任何期权、权利、利益或产权负担，或以任何其他方式直 接或间接处置全部或部分法定及╱或受益所有权。上述人士自愿承诺延长禁售期，充分反映其对公司长 期价值及发展前景的坚定信心，并体现其支持公司资本市场稳定及可持续发展的承诺。公司将持续致力 于提升业务表现及股东回报，与全体股东共同推动公司长远发展。 ...

智通财经APP讯，METALIGHT(02605)发布公告，近日，本公司收到孙熙博士、陈晓先生、肖平原先 生、邵凌霜博士、钱金蕾女士、许诚先生及吕露女士分别向本公司出具的承诺函(承诺函)。根据该等承 诺函，彼等自愿将其透过上述实体持有的本公司股份(截至本公告日期合共4950.41万股，约占已发行股 份总数的32.09%)的禁售期延长六个月(延长禁售期)，即自2025年12月10日起至2026年6月10日止。于延 长禁售期内，上述人士各自承诺将不会就其分别透过相关实体持有的股份进行任何受限制行为，包括出 售、处置、转让、赠与或质押股份，设立任何期权、权利、利益或产权负担，或以任何其他方式直接或 间接处置全部或部分法定及╱或受益所有权。 上述人士自愿承诺延长禁售期，充分反映其对本公司长期价值及发展前景的坚定信心，并体现其支持本 公司资本市场稳定及可持续发展的承诺。本公司将持续致力于提升业务表现及股东回报，与全体股东共 同推动公司长远发展。 ...

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 就 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。 MetaLight Inc. 除 上 述 單 一 最 大 股 東 集 團 成 員 外，下 列 兩 間 公 司 於 本 公 司 上 市 時 亦 就 其 所 持 股 份 作 出 禁 售 承 諾： （ 於 開 曼 群 島 註 冊 成 立 的 有 限 公 司 ） （股份代號：2605） 有關自願延長禁售期的公告 本公告由MetaLight Inc.（「本公司」）自 願 刊 發。 茲提述本公司日期為2025年6月9日 之 有 關 全 球 發 售 配 發 結 果 公 告（「該公告」）。 誠 如 該 公 告 所 披 露，以 下 現 有 股 東 各 自 承 諾 自 上 市 日 期（包 括 該 日）起 計 六 個 月 期 間（「原禁售期」）禁 售 其 所 持 本 公 司 股 份（「股 份」）： 1. 單 ...

FF301 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: MetaLight Inc.（於開曼群島註冊成立的有限公司） 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) | 02605 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | 0.0001 | USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 500,000,000 | USD | 0.0001 | USD | | 50,000 | 本月底法定/註冊股本總額： USD 50, ...

截至月份: 2025年10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: MetaLight Inc.（於開曼群島註冊成立的有限公司） 呈交日期: 2025年11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) | 02605 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | | 0.0001 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 500,000,000 | USD | | 0.0001 USD | | 50,000 | 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 本月底法定/註冊股本 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [1][12]. Core Insights - The report highlights that Meta's Q3 2025 revenue reached $51.242 billion, a year-over-year increase of 26%, while net profit fell to $2.709 billion, down 83% due to a one-time tax impact from the "Big and Beautiful Act" [5][6]. - AI-driven advertising efficiency and user engagement have both improved, with core revenue exceeding expectations [6]. - The company anticipates significant capital expenditures in AI, with a projected CapEx of $70-72 billion for 2025, up from an earlier estimate of $66-72 billion [7]. - The Reality Labs segment, driven by strong sales of AI glasses, saw a 74% year-over-year revenue increase to $470 million, although Q4 performance may face seasonal pressures [8]. Summary by Sections Recent Performance - Meta's Q3 2025 revenue was $51.242 billion, a 26% increase year-over-year, while net profit was $2.709 billion, down 83% [5][6]. Revenue and User Growth - Meta's FoA revenue grew 26% to $50.8 billion, with ad impressions up 14% and eCPM up 10% [6]. - The DAP within Meta's ecosystem reached 3.5 billion, an 8% increase, with Instagram monthly active users surpassing 3 billion [6]. Capital Expenditure and AI Development - The company is enhancing its AI capabilities, with over 1 billion monthly active users engaging with AI tools [7]. - A joint venture worth $27 billion with Blue Owl Capital was announced for AI data center construction [7]. Profitability and Future Guidance - Net profit was impacted by a one-time tax, but adjusted net profit was $18.6 billion, a 19% increase year-over-year [8]. - The company projects Q4 2025 total revenue between $56 billion and $59 billion, a year-over-year increase of 16%-22% [9]. Financial Forecast - Revenue forecasts for 2025-2027 are $199.8 billion, $229.3 billion, and $258.1 billion, with corresponding net profits of $57.9 billion, $77 billion, and $88.5 billion [11].

Summary of Key Points Core Viewpoint - As of October 14, a total of 75 stocks reached their 52-week highs, with notable performances from Lihua Securities Holdings (08350), Deutsche Bank Tianxia (02418), and Chuangsheng Holdings (02680) [1]. 52-Week Highs - Lihua Securities Holdings (08350) achieved a closing price of 0.325, with a peak of 0.390, marking a high rate of 34.48% - Deutsche Bank Tianxia (02418) closed at 8.120, reaching a maximum of 8.990, with a high rate of 24.86% - Chuangsheng Holdings (02680) closed at 12.100, peaking at 12.350, with a high rate of 23.50% - Other notable stocks include Century United Holdings (01959) with a high rate of 20.97% and Silicon Xin Group (08349) with 14.38% [1]. 52-Week Lows - Hengda Group Holdings (03616) recorded a closing price of 0.345, with a low of 0.300, reflecting a decline rate of -11.76% - China Technology Industry Group (08111) reached a low of 0.085, with a decline rate of -8.89% - Other significant declines include Golden Leaf International Group (08549) at -8.06% and Changfeng Pharmaceutical (02652) at -4.90% [3].

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 全部或任何部份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。 – 1 – (a) 結 構 性 存 款 的 相 關 資 產 主 要 包 括 具 有 低 風 險 特 點 的 存 拆 放 同 業 款 項，債 券，同 業 存 款 投 資 款 項 以 及 客 戶 貸 款 等； (b) 結 構 性 存 款 的 回 報 目 標 為 保 本，同 時 產 生 與 歐 元 兌 美 元 匯 率 掛 鈎 的 浮 動 回 報；及 (c) 結 構 性 存 款 的 發 行 人 為 上 海 科 創 銀 行，一 家 根 據 國 家 金 融 監 督 管 理 總 局 上 海 監 管 局 批 准 設 立 的 商 業 銀 行，擁 有 全 國 性 商 業 銀 行 牌 照。 除 上 文 所 披 露 有 關 本 公 司 認 購 結 構 性 存 款 的 資 料 外，本 公 司 謹 此 提 供 有 關 其 內 部 控 制 措 施 及 計 劃 中 加 強 措 施 ...

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9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: MetaLight Inc.（於開曼群島註冊成立的有限公司） 呈交日期: 2025年10月2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) | 02605 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 500,000,000 | USD | | 0.0001 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 500,000,000 | USD | | 0.0001 USD | | 50,000 | 本月底法定/註冊股本總 ...

Financial Performance - The company achieved revenue of RMB 970 million, an increase of 7.6% compared to RMB 901 million in the same period last year[7]. - Gross profit was RMB 757 million, up 6.2% from RMB 713 million year-on-year, with a gross margin of 78.1%, down 1 percentage point from the previous year[7]. - The company reported a net loss of RMB 1.255 billion, compared to a net profit of RMB 20 million in the same period last year[7]. - Adjusted net profit (non-IFRS measure) was RMB 282 million, an increase of 5.8% from RMB 266 million year-on-year[7]. - Revenue increased from RMB 901.1 million for the six months ended June 30, 2024, to RMB 970.0 million for the six months ended June 30, 2025, representing a growth of 7.6%[22]. - Mobile advertising service revenue rose by RMB 5.7 million, while data technology service revenue increased by RMB 1.2 million, contributing to overall revenue growth[22]. - The company reported a net loss of RMB 125,505,000 for the first half of 2025, compared to a profit of RMB 226,000 in the same period of 2024[102]. - Total comprehensive loss for the period reached RMB 132,303,000, significantly higher than the RMB 2,532,000 loss reported in the previous year[102]. User Growth - The number of cumulative users increased to 315 million, a growth of 5.6% from 298.4 million at the end of 2024[10]. - The average monthly active users grew to 30.2 million, a 5% increase compared to the same period in 2024[10]. Revenue Breakdown - Revenue from mobile advertising services reached RMB 942 million, a year-on-year increase of 6.4%[14]. - Data technology services revenue was RMB 28 million, a significant increase of 74.1% compared to the same period in 2024[15]. - Mobile advertising services contributed RMB 94,158 thousand to revenue, up from RMB 88,496 thousand, reflecting a growth of 6.8% year-over-year[125]. - Data technology services revenue increased significantly to RMB 2,815 thousand from RMB 1,617 thousand, representing a growth of 74.1%[125]. Expenses and Costs - Sales cost increased by RMB 2.5 million or 13.06%, with the sales cost as a percentage of revenue rising from 20.9% to 22.0%[23]. - R&D expenses rose from RMB 186.0 million to RMB 216.0 million, primarily due to hiring additional R&D personnel and increased stock incentive costs[29]. - Other income decreased by RMB 0.3 million or 11.7%, primarily due to a decline in investment income and fair value gains on financial investments[30]. Cash Flow and Liquidity - The company reported a net cash inflow from operating activities of RMB 0.8 million for the six months ended June 30, 2025, primarily due to a pre-tax loss of RMB 123.6 million, largely from non-cash items[36]. - Cash and cash equivalents increased to RMB 246.5 million as of June 30, 2025, representing a significant growth of 337.8% compared to RMB 56.3 million at the end of 2024[38]. - The company incurred a net cash outflow from investing activities of RMB 16.9 million, mainly due to the purchase of financial investments valued at RMB 137.0 million[37]. - The financing activities generated a net cash inflow of RMB 207,663,000 in the first half of 2025, compared to a net cash outflow of RMB (14,389,000) in the same period of 2024[112]. Financial Position - As of June 30, 2025, the group's net current assets amounted to RMB 283.9 million, while the net current liabilities were RMB 379.7 million, resulting in a current ratio of 4.7 compared to 0.3 on December 31, 2024[45]. - The company's equity increased to RMB 346,936,000 as of June 30, 2025, recovering from a deficit of RMB 312,092,000 at the end of 2024[106]. - The total accounts payable as of June 30, 2025, was RMB 5,030 thousand, a decrease from RMB 7,864 thousand at the end of 2024[139]. Shareholder Information - As of June 30, 2025, Dr. Sun Xi holds 32,629,326 shares, representing approximately 21.15% of the total equity, including various forms of ownership[64]. - Ms. Qian Jinlei owns 13,129,743 shares, accounting for approximately 8.51% of the total equity[67]. - The company raised approximately RMB 221,836,000 from the issuance of 24,856,000 ordinary shares at HKD 9.75 per share during the IPO on June 10, 2025[140]. Corporate Governance and Compliance - The company adopted the Corporate Governance Code after listing on June 10, 2025, and has complied with applicable provisions[83]. - The board consists of 4 executive directors and 3 independent non-executive directors, with no changes in director information since the listing date[63]. Future Plans and Investments - The company plans to expand its overseas market presence by adapting to local user travel habits and optimizing product experience through a "technology output + localized operation" model[19]. - The company plans to recruit approximately 10 experts in time series model training and optimization, allocating HKD 16 million for this purpose by 2027[90]. - The company intends to lease computing resources based on graphical processing units from leading domestic cloud service providers, with an allocation of HKD 16 million by 2028[92]. Risk Management - The group faces credit risk primarily from accounts receivable, with individual credit verification procedures for customers wishing to transact on credit, focusing on past payment records and current payment capabilities[59]. - The group has established financial risk management policies to address credit, liquidity, and exchange rate risks[58].