FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 (註7) (i) 上市發行人已收取其在是次股份發行或庫存股份出售或轉讓應得的全部款項； 公司名稱： 三一重工股份有限公司 呈交日期： 2025年11月26日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | 股份類別 H | | 於香港聯交所上市 | | 是 | | | | 證券代號 (如上市) 06031 | 說明 H股 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變 ...

Group 1 - The core point of the article is that Schroders PLC has increased its stake in SANY Heavy Industry (06031.HK) by purchasing 709,600 shares at an average price of HKD 22.4012 per share, amounting to approximately HKD 15.896 million, raising its ownership percentage from 7.96% to 8.07% [1][3]. Group 2 - The transaction took place on November 21, 2025, and the total number of shares held by Schroders PLC after the purchase is 50,978,400 [1][3]. - The increase in shareholding reflects a strategic investment decision by Schroders PLC in SANY Heavy Industry [1].

智通财经APP获悉，香港联交所最新数据显示，11月21日，Schroders PLC增持三一重工(06031)70.96万 股，每股作价22.4012港元，总金额约为1589.59万港元。增持后最新持股数目为5097.84万股，持股比例 为8.07%。 ...

Core Insights - The article highlights the top and bottom AH share premium rates, with Northeast Electric (00042) leading at 831.03% and Ningde Times (03750) at -4.55% [1][2][3] Premium Rate Rankings - The top three AH share premium rates are: - Northeast Electric (00042): 831.03% - Hongye Futures (03678): 270.00% - Sinopec Oilfield Service (01033): 268.92% [1][2] - The bottom three AH share premium rates are: - Ningde Times (03750): -4.55% - China Merchants Bank (03968): -1.71% - Heng Rui Medicine (01276): 3.65% [1][3] Deviation Value Rankings - The top three stocks with the highest deviation values are: - China Shipbuilding Defense (00317): 53.01% - Guanghetong (00638): 25.36% - GAC Group (02238): 22.12% [1][4] - The bottom three stocks with the lowest deviation values are: - Longpan Technology (02465): -31.76% - Northeast Electric (00042): -23.74% - Ganfeng Lithium (01772): -14.15% [1][5]

Group 1: Company Listings and Developments - Innovation Industries officially listed on the Hong Kong Stock Exchange on November 24, closing at HKD 14.59 per share, a rise of 32.76%, focusing on upstream aluminum industry with plans to use funds for overseas capacity expansion and green energy projects [1] - Sany Heavy Industry and Cambridge Technology have been added to the Hong Kong Stock Connect, enhancing cross-border investment opportunities for mainland investors [2] - Joy City Property announced plans to withdraw its listing status on the Hong Kong Stock Exchange, aiming to streamline operations and improve decision-making efficiency in response to industry challenges [3] - JD Industrial has passed the listing hearing on the Hong Kong Stock Exchange, potentially becoming the sixth company under JD Group to go public, which could enhance its financing channels and support the digitalization of the industrial supply chain [4] Group 2: Market Performance - The Hang Seng Index closed at 25,716.50, with a gain of 1.97% on November 24 [5] - The Hang Seng Tech Index reached 5,545.56, increasing by 2.78% [5] - The National Enterprises Index stood at 9,079.42, up by 1.79% [5]

Market Overview - The Hong Kong stock market opened higher today, with the Hang Seng Index at 25,452.87 points, up 232.85 points, a rise of 0.92% [1] - The Hang Seng Tech Index reached 5,456.61 points, increasing by 61.12 points, or 1.13% [3] Company Updates - The Shenzhen Stock Exchange announced adjustments to the Hong Kong Stock Connect eligible securities list, effective from November 24, 2025, adding SANY Heavy Industry (HK06031) and Cambridge Technology (HK06166), both of which listed on the Hong Kong Stock Exchange on October 28 [5] - SANY Heavy Industry saw a slight increase of nearly 1%, while Cambridge Technology experienced a rise of over 6% during the morning session [6] Sector Performance - Technology stocks generally rose, with NetEase up over 3% and Baidu up over 2%. Major companies like Alibaba, Tencent, JD.com, Lenovo, Kuaishou, and Xiaomi all saw increases of over 1% [8] - Gold stocks were active, with China Gold International opening up 4%. The innovative drug sector also saw gains, with Hengrui Medicine rising over 3% [8] - Lithium battery stocks opened higher, with CATL increasing by over 3%. Automotive stocks were broadly up, with GAC Group rising over 9% [8] Future Outlook - Huatai Securities indicated that the sentiment indicator for Hong Kong stocks remains in a pessimistic range, suggesting that the market is entering a "layout zone" where left-side investors can gradually build positions [9] - The outlook for Hong Kong companies' fundamentals is not pessimistic, with a forecasted increase in non-financial profit growth for overseas Chinese stocks from 10% this year to around 15% by 2026 [9] - CITIC Securities noted that A-shares and Hong Kong stocks may experience a pattern similar to U.S. stocks, with "sharp declines followed by slow recoveries," presenting an opportunity for investors to reallocate towards A-shares and Hong Kong stocks as they prepare for 2026 [9]

Market Overview - The Hong Kong stock market opened higher today, with the Hang Seng Index at 25,452.87 points, up 232.85 points, a rise of 0.92% [1] - The Hang Seng Tech Index reached 5,456.61 points, increasing by 61.12 points, a gain of 1.13% [3] Company Updates - Sany Heavy Industry (HK06031) and Cambridge Technology (HK06166) saw slight increases in their stock prices, with Sany up nearly 1% and Cambridge rising over 6% [4] - Leap Motor (HK09863) announced its inclusion in the Hang Seng Tech Index, effective December 8, 2025, which is expected to broaden its investor base and enhance trading liquidity [5] Market Sentiment and Future Outlook - Huatai Securities indicated that the sentiment indicator for Hong Kong stocks remains in a pessimistic zone, suggesting that the market is entering a "layout zone" where left-side investors can gradually build positions [8] - The macroeconomic data has shown signs of weakness, raising concerns about the divergence between fundamentals and the stock market, but the outlook for Hong Kong companies remains optimistic, with a projected increase in profit growth for overseas Chinese stocks from 10% to 15% by 2026 [8] - CITIC Securities noted that the A-share and Hong Kong stock markets may experience a pattern similar to the U.S. market, characterized by "sharp declines followed by slow recoveries," presenting an opportunity for investors to reallocate their portfolios towards A-shares and Hong Kong stocks as they prepare for 2026 [8] Sector Performance - Technology stocks showed broad gains, with notable increases in companies like NetEase (over 3%), Baidu (over 2%), and others like Alibaba, Tencent, JD, Lenovo, Kuaishou, and Xiaomi, all rising over 1% [7] - Gold stocks were active, with China Gold International opening up by 4% [7] - The innovative drug sector saw most stocks rise, with Hengrui Medicine increasing by over 3% [7] - Lithium battery stocks opened higher, with CATL rising by over 3% [7] - Automotive stocks also performed well, with GAC Group surging by over 9% [7]

Investment Rating - The report recommends a "Buy" rating for Sany Heavy Industry with a target price of Rmb28.00, indicating an expected share price return of 35.5% and an expected total return of 37.9% [7]. Core Insights - Sany Heavy Industry is shifting its focus from aggressive pricing strategies to "quality growth," aiming for over 10% year-on-year revenue growth in China, driven by electrification and demand from non-property sectors [1][3]. - The company targets approximately 15% year-on-year revenue growth overseas, particularly in Africa and ASEAN, while utilizing its Indonesian facility to navigate geopolitical and tariff challenges in the US market [4]. - Mining equipment is identified as a key product area, with significant aftermarket opportunities, as it represents about 70% of lifecycle spending [5]. Summary by Sections Domestic Market Performance - The construction demand in China remains lukewarm, primarily due to weaker demand from property and infrastructure sectors. However, Sany expects to achieve over 10% year-on-year revenue growth in 2025-26 through electrification and increased crane demand from wind and petrochemical sectors [3]. Overseas Strategy - Sany aims for around 15% year-on-year revenue growth in international markets, with a positive outlook for demand in Africa and ASEAN. The company plans to leverage its Indonesian facility to ship excavators to the US, circumventing geopolitical and tariff issues [4]. Focus on Mining Equipment - The initial investment in mining equipment is only about 30% of total lifecycle spending, with aftermarket services accounting for approximately 70%. Sany's revenue from mining equipment exceeding 100 tons is projected to reach Rmb2 billion in 2025, with targets of Rmb3 billion in 2026 and Rmb6 billion by 2028 [5].

MACD金叉信号形成，这些股涨势不错！ 每经AI快讯，11月24日，深交所公告，因三一重工（06031）、剑桥科技（06166）在香港市场价格稳 定期结束且相应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并自2025年11月24日起生效。 ...

| 代码 | 简称 | 调整方向 | | --- | --- | --- | | 06031 | 三一重工 | 调入 | | 06166 | 剑桥科技 | 调入 | 深交所11月24日公告 ，港股通标的证券名单发生调整并自2025年11月24日起生效，调入三一重工、剑桥科技。 ...