（於中華人民共和國註冊成立的股份有限公司） （股份代號：2706) 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。 Beijing Haizhi Technology Group Co., Ltd. 北京海致科技集團股份有限公司 本公司專注於通過圖模融合技術開發Atlas圖譜解決方案及產業級智能體，並提供 產業級人工智能解決方案。智譜為中國領先的人工智能企業，致力於追求通用人 工智能(AGI)創新，其H股於香港聯合交易所有限公司上市（股份代號：02513）。 本公司董事會認為，憑藉雙方各自的技術優勢、行業經驗及市場資源，根據戰略 合作框架協議擬進行的戰略合作將實現資源互補與協同發展。 戰略合作框架協議屬框架性合作文件，具體合作業務將由雙方另行協商並簽訂具 體協議。本公司將根據《香港聯合交易所有限公司證券上市規則》於必要或適當時 作出進一步公告。 承董事會命 北京海致科技集團股份有限公司 執行董事兼總經理 楊再飛先生 中國，北京 2026年2月24日 於 ...

战略先手：卡位不可替代的垂直入口，破解大模型 2B 落地核心鸿沟 近期开源AI 智能体 Open Claw 创始人斯坦伯格的一则论断，在全球 AI 行业引发轩然大波——其公开断 言，未来 80% 的 APP 将会消失，个人 AI 智能体将成为取代这类应用的核心力量。但他同时明确指 出，医疗、金融、法律等专业垂直领域应用，将成为少数不会被通用 AI 完全替代的核心品类。 智通财经APP获悉，2026年开年的港股市场，AI新股始终是资本追逐的核心主线。继壁仞科技、 MiniMax、智谱 AI 接连引爆打新热潮后，被誉为 "图模融合第一股"、"中国版 Palantir" 的海致科技 (02706) ，上市首日即收涨242.2%，次日、第三日续涨29.6%、28.4%，且成交额放量，二级市场承接力 远超市场预期。 市场热议中，散户投资者的追捧多聚焦于其 "AI 除幻" 的稀缺赛道标签，但鲜少被深度拆解的是，为何 智谱、无极资本等产业资本与顶级机构，愿意以基石投资者身份扎堆入局？ 这绝非单纯的 AI 风口跟风，更不是无逻辑的概念吹捧。 海致科技能在通用大模型内卷的行业红海之中，走出独立的资本热度与成长曲线，核心在于其早 ...

Core Viewpoint - The Hong Kong stock market in early 2026 is heavily focused on AI IPOs, with HaiZhi Technology (02706) experiencing a significant surge in its stock price, indicating strong market interest and potential for growth [1] Group 1: Market Dynamics - The AI IPOs have become a central theme for capital chasing, with HaiZhi Technology's first-day increase of 242.2% and subsequent gains of 29.6% and 28.4% on the following days [1] - The market's enthusiasm is driven by retail investors attracted to the "AI de-illusion" niche, while institutional investors recognize the strategic value of investing in HaiZhi Technology [1][4] Group 2: Strategic Positioning - HaiZhi Technology has positioned itself uniquely by identifying the core contradictions in the large model industry's application, focusing on vertical integration rather than following the general model trend [3] - The company’s Atlas AI system is compatible with over 100 large language models, enhancing its adaptability and market reach [3] Group 3: Competitive Advantages - HaiZhi Technology has established a strong customer retention rate of 92% for its government clients, indicating high customer loyalty and significant switching costs for clients [3] - The company has built a robust client base, with over 360 government and enterprise clients, which provides a solid foundation for future growth [11] Group 4: Technological Edge - The company has developed a unique technology stack in knowledge graphs and graph computing, which is difficult for competitors to replicate [5] - HaiZhi Technology's approach aligns closely with global leaders like Palantir, focusing on building enterprise decision-making systems through graph-based methodologies [5][7] Group 5: Financial Performance - HaiZhi Technology's revenue for 2024 is projected to reach 5.03 billion RMB, significantly outperforming competitors like MiniMax and Zhipu AI [11] - The company has achieved a compound annual growth rate of 26.8% from 2022 to 2024, with a remarkable revenue growth of 872.2% for its core Atlas AI product in 2024 [11] Group 6: Market Valuation - Current market valuations suggest that HaiZhi Technology is significantly undervalued compared to its peers, with potential for a market capitalization exceeding 100 billion RMB [12][15] - Analysts predict that the company's market value could approach 120 billion RMB by the end of 2026, driven by its strong positioning in the B2B AI application market [15]

2月13日，"大模型除幻第一股"——海致科技(02706.HK)正式登陆港交所，当日涨幅242%，成为2026年港股上市首日表现最优的新股，此后两 个交易日分别再涨29.59%、28.42%。 截至周五(2月20日)收市，海致科技每股报154.1港元，较IPO发行价每股27.06港元，上市以来3个交易日累计涨幅达469.48%。 | | | | 10 - 1 | | --- | --- | --- | --- | | 52周最低：82.3 | 委比: - 45.21% | 市盈率(静): 亏损 | 市净率: -68.53 | | 每股收益: -0.39 | 股息(TTM): -- | 总股本:4.00亿 | 总市值:617.06亿 | | 每股净资产: -2.25 | 股息率(TTM): -- | 港股股本:4.00亿 | 港股市值: 617.06亿 | | 每手股数:200 | 最小价差:0.1 | 货币单位:HKD | | 市场人士表示，中国AI科技企业的市场表现，反映了全球资本对具备技术壁垒与商业化能力企业的青睐，以及AI产业从概念走向实用的趋 势。同时，全球资本对中国AI产业长期成长性的信心，也将进一 ...

Market Overview - The Hong Kong stock market experienced a reduction in trading days due to the Spring Festival, with the Hang Seng Index declining by 0.58% to 26,413.25 points, the Hang Seng Tech Index falling by 2.78% to 511.50 points, and the National Enterprises Index decreasing by 0.81% to 8,959.56 points [2]. Notable Performers - Star Chain Group (00399.HK) surged by 294.74% after signing a strategic cooperation agreement for a gold asset tokenization project and amid rising expectations for the issuance of stablecoin licenses in Hong Kong [5]. - Bore Power (01685.HK) rose by 71.43%, benefiting from increased demand for high-efficiency power equipment as global data centers are expected to add 14GW of capacity in 2024 [5]. - Haizhi Technology Group (02706.HK) increased by 66.41% following its listing in the AI infrastructure sector, with strong growth potential identified by analysts [5]. Sector Performance - The market showed cautious trading sentiment, with the Hang Seng Index down 1.10%, the Tech Index down 2.91%, and the National Enterprises Index down 1.22% [6]. - Energy stocks strengthened due to geopolitical risks, with Extended Oil International (00346.HK) rising by 3.75%, China Petroleum International (00857.HK) by 3.70%, and CNOOC Services (02883.HK) by 3.20% [6][7]. - Electric power equipment stocks gained traction, with China High-Speed Transmission (00658.HK) up 13.24% and Shanghai Electric (02727.HK) up 5.59%, driven by domestic and international demand [8]. AI and Technology Stocks - Zhipu AI (02513.HK) saw a significant increase of 42.72%, driven by public interest in AI safety following a Spring Festival performance, while Haizhi Technology Group also performed well [9]. - The market reacted positively to advancements in AI technology, with companies like Yujian (02432.HK) and Sutech (02498.HK) also showing strong gains [11]. Entertainment Sector - The entertainment sector faced challenges, with Dama Entertainment (01060.HK) dropping by 5.32% and Cat's Eye Entertainment (01896.HK) by 3.66%, attributed to lower-than-expected box office performance during the Spring Festival [13]. - Concerns about content supply and consumer recovery were noted, impacting market sentiment [13]. Internet and Technology Companies - Major tech companies like Baidu Group (09888.HK) and Alibaba (09988.HK) experienced declines of 6.25% and 4.91%, respectively, due to industry tax policy expectations and increased competition in the AI sector [14]. - Analysts suggest that the current pullback may provide a long-term investment opportunity in core sectors like AI and e-commerce, despite short-term pressures [14]. Individual Stock Movements - Shanghai Xiaonan Guo (03666.HK) rose by 16.67% following a share placement announcement, raising a total of 12.4 million HKD for operational funds [15]. - China Merchants Energy (01138.HK) increased by 6.34%, with expectations of significant growth in tanker profits due to geopolitical tensions and high shipping rates [15].

港股市场AI应用股集体飙升，截至收盘，智谱大涨42.72%，股价最高报725港元，总市值突破3200亿港 元；MINIMAX-WP收涨14.52%，市值同样突破3000亿港元；海致科技集团收涨超28%，创上市新高。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | (0) | 42.72% | 725.000 | 3232.36亿 | 523.92% | | 02706 | 海致科技集团 | | 28.42% | 154.100 | 617.06 Z | 469.48% | | 00100 | MINIMAX-WP | | 14.52% | 970.000 | 3042.26亿 | 487.88% | | 02498 | 速腾聚创 | | 9.24% | 37.580 | 177.45亿 | 2.68% | | 02718 | 明略科技-W | | 5.33% | 256.800 | 373.54亿 | 30.36% | | 02438 | 出门问问 | | ...

本文源自：金融界AI电报 港股AI概念股午后延续涨势，智谱(02513.HK)大涨21%，海致科技集团(02706.HK)涨18.5%， MINIMAX-WP(00100.HK)涨11.22%。 ...

Group 1 - The core viewpoint of the news is that AI concept stocks in the Hong Kong market have seen significant price increases, with notable gains from companies like Zhiyu and Haizhi Technology [1] Group 2 - Zhiyu's stock price increased by 21.06%, reaching 615.000, with a total market capitalization of 27.42 billion and a year-to-date increase of 429.26% [2] - Haizhi Technology Group's stock rose by 20.25%, with a latest price of 144.300 and a total market value of 57.78 billion, marking a year-to-date increase of 433.26% [2] - Other companies such as Xunce and MINIMAX also experienced gains, with increases of over 10% [1][2]

Group 1: Market Overview - The Hang Seng Index fell by 0.61%, down 161 points, closing at 26,544 points, while the Hang Seng Tech Index dropped by 2.28% [1] - The Hong Kong stock market saw a morning trading volume of HKD 91.7 billion [1] Group 2: Robotics Sector - The robotics sector performed well, with First Journey Holdings (00697) rising over 11% as three invested robotics companies were featured in the 2026 Spring Festival Gala [1] - SUTENG (02498) saw a morning increase of over 9%, achieving its first quarterly profit in Q4 due to strong growth in its robotics business [1] - Hesai Technology (02525) rose by 6.7%, with two humanoid robots featured in the Spring Festival Gala equipped with Hesai's JT128 lidar [1] - Yuejiang (02432) surged by 19%, and UBTECH (09880) increased by 6.9% [1] Group 3: Oil Sector - Oil stocks were among the top gainers, driven by concerns over the Middle East situation potentially disrupting shipping in the Strait of Hormuz, with international oil prices reaching a six-month high [1] - PetroChina (00857) rose by 4.58%, CNOOC (00883) increased by 3.34%, and CNOOC Services (02883) gained 3.92% [1][2] Group 4: Semiconductor Sector - The semiconductor sector faced declines, with Hua Hong Semiconductor (01347) falling by 3.8% and SMIC dropping over 1.65% [7] Group 5: AI and Technology Sector - Zhiyuan (02513) surged by 19% after SothisAI, a subsidiary of Zhongke Shuguang, integrated with Zhiyuan's GLM-5 [3] - Aixin Yuanzhi (00600) rose over 19%, being the world's largest provider of high-end visual edge AI inference chips [4] - MiniMax (00100) increased by over 10% [3] - Extreme Intelligence (02590) saw a reverse market trend, rising over 3% after Zhao Hao, one of Tsinghua's "Five Outstanding Figures," was appointed as Chief Scientist [5] Group 6: Other Notable Movements - Stone Pharmaceutical Group (02005) fell by 5.96%, with an expected profit decline of approximately 45% to 60% year-on-year for the fiscal year 2025 [6]

2月20日，港股三大指数早间小幅低开：恒生指数跌0.18%，恒生科技指数跌0.69%，恒生国企指数跌 0.19%。随后，港股市场震荡走低，恒生指数跌超1%，恒生科技指数跌幅一度达到2.7%。截至发稿，港 股主要指数跌幅有所收窄，但仍是绿多红少。 中国基金报记者 晨曦 大家好，大年初四接好运！来一起关注港股的最新行情和资讯~ 【导读】港股市场低开低走，恒生科技指数盘中跌2.7%；AI应用方向走强，智谱盘中大涨25% 来看详情—— 传媒、消费板块走低 2月20日上午，港股传媒板块不振，大麦娱乐跌超6%，网易云音乐、阅文集团跌超5%，腾讯音乐跌近 4%。 | 序号代码 | | 名称 | 现价 | 涨跌 涨跌幅 ^ | | --- | --- | --- | --- | --- | | 1 | 0343 | 文化传信 | 0.170 -0.026 -13.27% | | | 2 | 1640 | 千循科技 | 3.150 -0.480 -13.22% | | | 3 | | 6696 多想云 | 1.760 -0.270 -13.30% | | | ব | 0471 | 中播数据 | 0.620 -0.060 | - ...