Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has seen a strong increase of 2.07% as of February 27, 2026, with constituent stocks such as Yuntian Lifeng (688343) rising by 20.00%, Sikan Technology (688583) by 7.96%, and Yuncong Technology (688327) by 7.17% [1] - The Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF has increased by 2.00% as of February 27, 2026, and has accumulated a rise of 19.87% over the past six months as of February 26, 2026 [1] - The Ministry of Industry and Information Technology and seven other departments have released the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming to accelerate the integration of AI technology in the manufacturing sector and cultivate new productive forces [1] Group 2 - CITIC Securities notes that the recent performance of the computing power sector has been mixed, with market demand outlook for 2027 remaining uncertain and heavy positions in the sector [2] - CITIC Securities continues to recommend the AI computing power sector, including core companies in both North American and domestic computing power supply chains, while also suggesting attention to AI application sectors, particularly the progress of edge AI agents [2] - As of February 26, 2026, the Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF has achieved a weekly profit percentage of 100.00% since its inception, with a maximum drawdown of 3.04%, ranking 3 out of 24 in its category, indicating relatively low risk [2] Group 3 - The Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF was established on February 9, 2026, and aims to closely track the underlying index while minimizing tracking deviation and error [3] - The current fund manager, He Lizhu, has 4.3 years of experience in the securities industry and has achieved a return of 1.74% since taking office on February 9, 2026 [3]

在评估科技类资产的长期成长潜力时，除了考察具体的产业赛道，其所处的资本市场板块属性同样构成 了资产定价的底层逻辑。上证科创板自设立之初，便肩负着支持国家战略科技力量崛起的使命。 探讨汇添富上证科创板人工智能ETF发起式联接A(026654)的成长弹性，必须回归其底层资产的孵化池 ——科创板。本文将系统拆解该基金如何通过根植于科创板的"硬科技"基因，获取超越传统板块的非线 性成长红利。 一、制度设计与包容性：科创板作为"硬科技"的天然孵化器 科创板的设立初衷，是补齐中国资本市场在支持前沿科技创新方面的制度短板。相较于主板市场对企业 盈利指标的严苛要求，科创板通过推行注册制与多元化的上市标准，展现出了对"硬科技"企业极高的制 度包容性。 三、 基因映射：汇添富上证科创板人工智能ETF发起式联接A(026654)如何跨越传统板块获取高弹性成 长 资产的成长弹性，本质上是企业盈利增速与市场估值扩张的乘数效应。汇添富上证科创板人工智能ETF 发起式联接A(026654)作为全仓押注科创板AI资产的被动工具，其高弹性特征直接衍生自板块基因： 华西证券分析认为，近期中国AI大模型迎来"春节档"爆发，技术趋势已从通用聊天工具 ...

Major Events - Ying Si Intelligent (03696), Tu Datong (02665), and Changfeng Pharmaceutical (02652) have been included in the Hang Seng Composite Index [1] - Hansoh Pharmaceutical (03692) has received EU approval for the marketing of Amivantamab for monotherapy [1] - Bole Vision Cloud-B (02592) has had its clinical trial application for CBT-199 approved, recognized as safe to proceed [1] - CSPC Pharmaceutical Group (01093) has received clinical trial approval in the US for a GLP-1/GIP receptor dual agonist long-acting injection [1] - CSPC Pharmaceutical Group (01093) has also received clinical trial approval in China for Ropivacaine long-acting injection (SYH9089) [1] - Fuhong Hanlin (02696) has received FDA approval for the Phase I clinical trial application of HLX15-SC for the treatment of multiple myeloma [1] Financial Data - Shougang Resources (00639) issued a profit warning, expecting a net profit attributable to shareholders of approximately HKD 600 million to 700 million for the fiscal year 2025 [1] - Shijiazhuang Pharmaceutical Group (02005) issued a profit warning, anticipating a year-on-year decline in net profit attributable to shareholders of approximately 45% to 60% [1] - Goodbaby International (01086) issued a profit warning, expecting a year-on-year decline in net profit of approximately 35% to 45% for 2025 [1] - Suoteng Juchuang (02498) reported continued growth in sales of laser radar products for fiscal year 2025, achieving profitability for the first time in Q4 [1]

格隆汇2月16日丨图达通(02665.HK)宣布，根据恒生指数有限公司於2026年2月13日所刊发的公告，公司 已获恒生指数有限公司选定并纳入恒生综合指数成份股，自2026年3月9日起生效。恒生综合指数是一项 全面的香港市场指标，涵盖了在香港联合交易所有限公司主板上市的公司总市值最高的95%，可以用作 指数基金、互惠基金及业绩表现的基准。 ...

Core Viewpoint - The company, Tudatong (02665), has been selected and included in the Hang Seng Composite Index, effective from March 9, 2026, reflecting strong market recognition of its business performance and value [1] Group 1 - The Hang Seng Composite Index is a comprehensive market indicator that covers the top 95% of companies by total market capitalization listed on the Hong Kong Stock Exchange [1] - Inclusion in the index is expected to help expand the company's shareholder base and increase the liquidity of its shares [1] - This recognition may enhance the company's investment value and reputation in the capital market [1]

本公司欣然宣佈，根據恒生指數有限公司於2026年2月13日所刊發的公告，本公 司已獲恒生指數有限公司選定並納入恒生綜合指數成份股，自2026年3月9日起生 效。恒生綜合指數是一項全面的香港市場指標，涵蓋了在香港聯合交易所有限公 司主板上市的公司總市值最高的95%，可以用作指數基金、互惠基金及業績表現 的基準。 本公司認為，獲納入恒生綜合指數成份股反映了資本市場對本集團業務表現及價 值的高度認可，或將有助於擴大本公司的股東基礎並增加本公司股份交易的流通 性，從而提高本公司於資本市場的投資價值及聲譽。進一步詳情，請參閱刊登於 恒生指數有限公司網站（ https://www.hsi.com.hk ）的相關指數通告。 本公司謹此感謝本公司股東（「股東」）及投資者對本公司的持續支持。本公司將繼 續努力發展業務，並為股東創造本公司最大價值。 Seyond Holdings Ltd. 圖達通* （於開曼群島註冊成立的有限公司） （股份代號：2665） （權證代號：2673） 自願公告 本公司獲納入恒生綜合指數成份股 本公告乃由Seyond Holdings Ltd.（「本公司」或「Seyond」）及其附屬公司（合稱「本 集 ...

Core Viewpoint - The announcement by Hang Seng Index Company regarding the inclusion of Tuatong (02665) in the Hang Seng Composite Index is a significant development, expected to enhance the company's visibility and investment potential in the market [1] Group 1: Company Overview - Tuatong is a global provider of image-grade LiDAR solutions and is recognized as a leading player in the LiDAR industry, achieving multiple industry-leading accomplishments through technological breakthroughs and mass production capabilities [1] - The company is the first globally to achieve mass production of automotive-grade high-performance LiDAR solutions, ranking second in cumulative sales revenue for ADAS LiDAR solutions from 2022 to 2024 [1] Group 2: Market Position and Growth Potential - Tuatong's product applications have expanded beyond passenger vehicles to commercial vehicles and robotics, indicating a broader market reach [1] - The company has secured large-scale orders from industry leaders such as Deepway, Shaanxi Heavy Truck, Wincher Technology, and Jiushi Intelligent, demonstrating its reliable technology and readiness for a second growth curve [1]

Core Viewpoint - The Hang Seng Index Company announced the inclusion of TuDatong (02665) in the Hang Seng Composite Index, effective from March 9, 2026, following a quarterly review on December 31, 2025, which may also lead to its inclusion in the Stock Connect program due to meeting various criteria [1] Group 1: Company Overview - TuDatong is a leading global provider of image-grade LiDAR solutions, recognized for its technological breakthroughs and mass production capabilities [1] - The company is the first globally to achieve mass production of automotive-grade high-performance LiDAR solutions, ranking second in cumulative sales revenue for ADAS LiDAR solutions from 2022 to 2024 [1] Group 2: Market Expansion - TuDatong has expanded its product applications beyond passenger vehicles to commercial vehicles and robotics, indicating a broader market reach [1] - The company has secured large-scale orders from industry leaders such as Deepway, Shaanxi Heavy Duty Automobile, Wincher Technology, and Jiushi Intelligent, showcasing its reliable technology and readiness for a second growth curve [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: Seyond Holdings Ltd. 呈交日期: 2026年2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) | 02665 | 說明 | 普通股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | USD | | 0.001 | USD | | 2,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 2,000,000,000 | USD | | 0.001 | USD | | 2,000,00 ...

Investment Rating - The report maintains an "Outperform" rating for the automotive industry [6]. Core Insights - The penetration rate of NOA (Navigation on Autopilot) in urban areas exceeded 20% in November, with Waymo completing a new round of financing amounting to 160 billion yuan [1][17]. - The report highlights significant advancements in smart driving technologies, with L2 and above penetration rates for passenger vehicles reaching 38% in November, a year-on-year increase of 22 percentage points [3]. - Key companies recommended for investment include XPeng Motors, JAC Motors, and Geely for complete vehicles, while Pony.ai and WeRide are recommended for L4 technologies [4]. Summary by Sections Industry News - Waymo completed a new round of financing of 160 billion yuan [1][17]. - Pony.ai partnered with Aitbot to develop high-end Robotaxi services [1]. - WeRide launched its self-developed general simulation platform, WeRide GENESIS [1]. - HoloMatic delivered unmanned mining trucks in bulk [1]. - Hesai Technology led the market in 3D LiDAR shipments for lawnmowers [1]. - XPeng Motors' AD Pro received a major upgrade, becoming the first to mass-produce based on a single Journey® 6M chip [1]. High-Frequency Core Data Updates - The penetration rate of 8MP cameras in passenger vehicles reached 51% in November 2025, up 31 percentage points year-on-year [2]. - NVIDIA's driving chip market share increased to 54.3% [2]. - The penetration rate of LiDAR in passenger vehicles reached 16.6%, a year-on-year increase of 10 percentage points [2]. Smart Driving - The penetration rate of passenger vehicles with L2 and above functions reached 38% in November, with urban NOA at 20.6% [3]. - Sensor penetration rates for front-view cameras, forward millimeter-wave radar, and LiDAR were 69.0%, 58.4%, and 16.6%, respectively [3]. - The penetration rate of driving domain controllers reached 37.2%, a year-on-year increase of 19 percentage points [3]. Investment Recommendations - Recommended companies for complete vehicles include XPeng Motors, JAC Motors, and Geely [4]. - For L4 technologies, recommended companies are Pony.ai and WeRide [4]. - Recommended component suppliers include SUTENG for data acquisition and Horizon Robotics for data processing [4].