从公司基本面来看，国恩科技是一家专注于化工新材料及明胶、胶原蛋白上下游产品的中国供应商，业 务横跨化工行业与大健康行业，主要从事工业及商业用途产品的研发、生产与销售。根据弗若斯特沙利 文的资料，在2024年，按销售收入计算，国恩科技是中国第二大的有机高分子改性材料及有机高分子复 合材料企业，市场份额达到2.5%；同时，按产能计算，它还是中国最大的聚苯乙烯企业，在行业内占 据着重要地位。 2月4日，国恩科技正式在资本市场首挂上市，开启发展新征程。公告显示，国恩科技每股定价36港元， 此次共发行3000万股份，每手交易单位为200股，通过此次发行所得款项净额约10亿港元。上市首日， 国恩科技便展现出强劲的市场表现。截至发稿，其股价大幅上涨25%，报45港元，成交额达2.48亿港 元。 2月4日深交所发布公告，由于国恩科技在香港联合交易所有限公司上市不适用价格稳定期机制，且相应 A股上市已满10个交易日，依据《深圳证券交易所深港通业务实施办法》的相关规定，港股通标的证券 名单作出调整，国恩科技被调入，并将自2026年2月4日起正式生效。 ...

银河证券指出，展望未来，全球地缘政治风险扰动仍存，美联储降息预期下降，预计港股持续震荡。配 置方面，建议关注以下板块：(1)科技板块仍是中长期投资主线，在产业链涨价、国产化替代、AI应用 加速推进等多重利好共振下，有望震荡上行。(2)地缘政治局势反复无常，能源、贵金属(核心股)(核心 股)等板块有望震荡上行。(3)消费板块当前估值处于相对低位，临近春节，促消费政策有望增多，消费 板块有望实现反弹。 华泰证券表示，1月下旬反弹以来，情绪指数在短短16天内就从恐慌区间进入乐观区间，我们在之前也 提示以投资心态而非投机心态看待港股机会。经历了如此调整后，当前的核心问题是波动的持续性和会 不会终结市场表现。当前情绪已在乐观区间，且拥挤度尚未明显回落，波动短期或持续，但更多是回撤 而不是反转。一季度市场空间的三个驱动因素——流动性改善、资金面共振与盈利预期上修仍然成立。 建议更应立足中期视角，重视空间，淡化斜率。板块上以业绩确定性公司作为底仓，近期回调程度较高 的科技+周期耗材主线并未变化，可择机增配。 本文转载自"腾讯自选股"，智通财经编辑：徐文强。 恒生指数低开0.14%，恒生科技指数跌0.87%。科网股走低。国恩 ...

Group 1 - The core viewpoint of the article is that Guoen Technology (02768) has successfully listed on the Hong Kong Stock Exchange, with an initial share price of HKD 36 and a total issuance of 30 million shares, raising approximately HKD 1 billion in net proceeds [1] - As of the report, the stock price has increased by 25%, trading at HKD 45, with a transaction volume of HKD 248 million [1] - Guoen Technology specializes in new chemical materials and upstream and downstream products of gelatin and collagen, serving both the chemical and health industries [1] Group 2 - According to Frost & Sullivan, Guoen Technology is the second-largest company in China for organic polymer modified materials and organic polymer composite materials by sales revenue, holding a market share of 2.5% in 2024 [1] - The company is projected to be the largest producer of polystyrene in China by production capacity in 2024 [1] - On February 4, the Shenzhen Stock Exchange announced that Guoen Technology would be included in the Hong Kong Stock Connect securities list, effective from February 4, 2026, due to its listing on the Hong Kong Stock Exchange not being subject to the price stabilization mechanism [1]

Group 1 - The core viewpoint of the article is that Guoen Technology (02768) has successfully listed on the Hong Kong Stock Exchange, with an initial share price of HKD 36 and a total issuance of 30 million shares, raising approximately HKD 1 billion in net proceeds [1] - As of the report, the stock price has increased by 25%, trading at HKD 45, with a transaction volume of HKD 248 million [1] - Guoen Technology specializes in chemical new materials and upstream and downstream products of gelatin and collagen, serving both the chemical and health industries through research, production, and sales of industrial and commercial products [1] Group 2 - According to Frost & Sullivan, Guoen Technology is the second-largest company in China in terms of organic polymer modified materials and organic polymer composite materials by sales revenue, holding a market share of 2.5% in 2024 [1] - Additionally, Guoen Technology is projected to be the largest producer of polystyrene in China by production capacity in 2024 [1] - On February 4, the Shenzhen Stock Exchange announced that Guoen Technology would be included in the Hong Kong Stock Connect securities list, effective from February 4, 2026, due to the inapplicability of the price stabilization mechanism for its listing on the Hong Kong Stock Exchange [1]

每经AI快讯，2月4日，新股国恩科技在港交所上市，开盘大涨25%，报45港元/股。 ...

港股国恩科技上市首日高开25%，报45港元。公司全球发售3000万股H股，香港公开发售占10%，国际 发售占90%。最终发售价每股36港元，全球发售净筹约10.004亿港元。 来源：滚动播报 ...

Group 1 - The core viewpoint of the article is that Guoen Technology (02768) has successfully listed on the Hong Kong Stock Exchange, with an initial share price of HKD 36 and a total issuance of 30 million shares, raising approximately HKD 1 billion in net proceeds [1] - As of the report, the stock price has increased by 25%, trading at HKD 45, with a transaction volume of HKD 248 million [1] - Guoen Technology specializes in new chemical materials and upstream and downstream products of gelatin and collagen, serving both the chemical and health industries through research, production, and sales of industrial and commercial products [1] Group 2 - According to Frost & Sullivan, Guoen Technology is the second-largest company in China in terms of organic polymer modified materials and organic polymer composite materials by sales revenue, holding a market share of 2.5% in 2024 [1] - Additionally, Guoen Technology is projected to be the largest producer of polystyrene in China by production capacity in 2024 [1] - On February 4, the Shenzhen Stock Exchange announced that Guoen Technology would be included in the Hong Kong Stock Connect securities list, effective from February 4, 2026, due to its listing on the Hong Kong Stock Exchange not being subject to the price stabilization mechanism [1]

公司所有股东和投资者应注意，2024年10月28日后，即股份在联交所上市的最后一日，虽然股份的股权 证书仍然有效，但股份将不会在联交所上市及交易。此后，公司将不再受上市规则的约束。 为避免疑义，股份在联交所取消上市地位后，目前公司在联交所上市的债券(债务股份代号：40779)其 上市地位将在2024年10月29日股份取消上市地位后维持不变。 格隆汇10月23日丨佳源国际控股(02768.HK)公告，2024年10月14日，清盘人收到联交所的函件，表示联 交所上市委员会已决定根据上市规则第6.01A(1)条取消公司上市地位。 ...

格隆汇10月24日丨佳源国际控股(02768.HK)发布公告，由2024年10月29日上午9时起，该公司的上市地 位将根据《上市规则》第6.01A(1)条予以取消。 ...

2月4日，深交所发布公告，因国恩科技(02768)在香港联合交易所有限公司上市不适用价格稳定期机制，且相应A股上市满10个交易日，根据《深圳证券交易 所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整，调入国恩科技(02768)，并自2026年02月04日起生效。 | 代码 | 1 | | --- | --- | | 02768 | 国 | ...