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。 （於中華人民共和國註冊成立的股份有限公司） （股份代號：6066） 海外監管公告 本 公 告 乃 中 信 建 投 証 券 股 份 有 限 公 司（「本公司」）根 據 香 港 聯 合 交 易 所 有 限公司證券上市規則第13.10B條 而 作 出。 茲 載 列 本 公 司 於 上 海 證 券 交 易 所 網 站 刊 發 之《關 於 延 長 中 信 建 投 証 券 股 份有限公司2025年 面 向 專 業 投 資 者 公 開 發 行 永 續 次 級 債 券（第 五 期）簿 記 建 檔 時 間 的 公 告》及《中 信 建 投 証 券 股 份 有 限 公 司2025年面向專業投資者 公 開 發 行 永 續 次 級 債 券（第 五 期）票 面 利 率 公 告》，僅 供 參 閱。 承董事會命 中信建投証券股份有限公司 董事長 特此公告。 （以下无正 ...

Group 1: Market Overview - The market experienced a slight increase yesterday, with the three major indices rising marginally. The Shanghai Composite Index rose by 0.45%, the Shenzhen Component Index increased by 0.64%, and the ChiNext Index gained 0.66% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, an increase of 138 billion yuan compared to the previous trading day [1] - Sectors such as PEEK materials, military industry, humanoid robots, and photolithography machines saw significant gains, while traditional Chinese medicine, Tibet-related stocks, innovative drugs, and tourism sectors faced declines [1] Group 2: Commercial Aerospace Industry - According to CITIC Securities, China's commercial aerospace industry is entering a rapid development phase, with a notable increase in the frequency of satellite launches since July 2025 [2] - The interval between launches for satellite constellations has decreased from one to two months to just 3-5 days, indicating accelerated network formation [2] - The bidding for the Qianfan constellation has commenced, and regular launch operations for Hainan Commercial Launch's first and second launch sites have begun, with private liquid rocket companies preparing for their inaugural flights [2] Group 3: Real Estate Industry - Huatai Securities indicates that the foundation for a medium to long-term stabilization in the real estate sector is being established, although full realization will take time [3] - The firm anticipates that policy efforts in the second half of the year will focus on stabilizing housing price expectations, activating home-buying demand, optimizing inventory reduction strategies, and addressing funding sources for urban renewal [3] - There is a positive outlook for core cities, particularly first-tier cities, and recommendations include developers with strong credit, good cities, and quality products, as well as leading property management companies with stable dividends and performance [3] Group 4: U.S. Economic Risks - Tianfeng Securities warns that the risk of "re-inflation" in the U.S. remains, as the impact of tariffs and actual interest rates on the micro-economy is beginning to manifest [4] - The analysis highlights that the effects of tariffs on consumer prices may not have fully materialized due to factors like prior inventory accumulation and summer discounts [4] - The firm suggests that resource commodities may be worth continued attention in light of the ongoing inflation risks [4]

中信建投研报指出，板块前期回调较多+国内外机器人产业链涌现积极变化，人形机器人板块情绪回 暖。国内产业链方面，本体厂商持续取得订单突破，说明人形机器人在商业化探索方面逐步进入落地阶 段；同时，宇树完成IPO辅导备案，头部国产机器人本体厂商加快推进资本化进程，预计将得到广泛关 注，并进一步促进全行业资本开支增加。海外方面，特斯拉人形机器人仍在持续优化方案，国内相关供 应链企业也释放出积极信号。我们看好板块表现，后续2025世界人工智能大会、2025世界机器人大会、 2025世界人形机器人运动会等多项重磅活动均有望为板块带来持续催化。中信建投认为，现阶段应该不 拘泥于"人形"深度挖掘"AI＋机器人"的投资机会，比如传感器、灵巧手、机器狗、外骨骼机器人、垂类 应用端，这几个方向一方面竞争格局较好，另一方面，都不以人形的放量为必然前提，且能够有持续的 数据验证。 ...

人民财讯8月7日电，中信建投（601066）研报称，2025年7月底以来，我国GW星座发射频率显著提 升，从01—05组星的一到两个月发射间隔缩短到05—07组星的3—5天发射间隔，组网速度明显加快，或 表明我国卫星互联网开始进入快速组网期。此外，千帆星座的发射招标也已经启动，海南商发的1号和2 号发射工位开启常态化发射工作，大型民营液体火箭也将陆续首飞，可重复使用实验稳步开展，以蓝箭 航天为代表的民营火箭企业开始IPO辅导，我国商业航天产业进入快速发展期。 ...

Core Viewpoint - The frequency of satellite launches in China has significantly increased since the end of July 2025, indicating a rapid development phase in the country's satellite internet network [1] Group 1: Launch Frequency and Network Development - The launch interval for the first five groups of satellites has decreased from one to two months to just three to five days for the fifth to seventh groups, showcasing an accelerated network deployment [1] - The initiation of the Qianfan satellite constellation launch bidding has begun, further contributing to the rapid development of satellite networks [1] Group 2: Commercial Space Industry Growth - Hainan Commercial Launch's launch sites 1 and 2 have commenced regular launch operations, indicating a shift towards more consistent launch schedules [1] - The first flights of large private liquid rockets are expected to occur soon, and reusable rocket experiments are progressing steadily [1] - Private rocket companies are beginning IPO counseling, marking a significant step in the commercialization of the space industry in China [1]

公司名稱: 中信建投証券股份有限公司 (於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06066 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | 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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 ...

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7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: 中信建投証券股份有限公司 (於中華人民共和國註冊成立的股份有限公司） 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 06066 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 1,261,023,762 | RMB | | 1 RMB | | 1,261,023,762 | ...

Group 1 - The global mining industry is experiencing an upward trend in capital expenditure, leading to an increase in the mining machinery sector's prosperity, with overseas mining machinery companies maintaining high revenue and order levels [1][2] - Major mineral prices, such as copper and aluminum, are stable or rising, which is expected to support mining demand and capital expenditure in the medium to long term [2] - The mining machinery market is vast, with a global market size exceeding $120 billion, where the aftermarket accounts for 60%-70% of the total market [2] Group 2 - Chinese mining machinery companies are accelerating their efforts to capture overseas markets by enhancing product competitiveness and establishing benchmark projects [1][2] - The investment recommendation includes companies like XCMG, Shantui, SANY International, and Tongli, which are positioned well in the market due to their scale and innovation [3]

Core Insights - The frequency of satellite launches in China has significantly increased, indicating a rapid acceleration in the construction of the GW satellite constellation [1][2] - The construction of the Qianfan constellation is expected to gradually speed up, with recent procurement announcements for multiple rocket launch services [3] - The Hainan commercial launch site has resolved bottlenecks in launch facilities, enabling the upcoming maiden flights of large private liquid rockets [4][5] - Several large-capacity private liquid rockets are set to make their first flights in the second half of 2025, which may play a crucial role in the development of China's low Earth orbit satellite internet [6] - Blue Arrow Aerospace has initiated its IPO process, aiming for a listing on the Sci-Tech Innovation Board [7] Launch Frequency and Network Construction - The GW constellation consists of 12,992 satellites, with a notable increase in launch frequency from 2024, where the interval between launches for groups 01-05 was at least one month, while for groups 05-07, it has reduced to approximately 3-5 days [2] Qianfan Constellation Progress - The Qianfan constellation has completed applications for 1,296 and 13,904 satellites, with five "one rocket, 18 satellites" launches conducted recently, although subsequent launches have not yet commenced [3] Hainan Commercial Launch Site Development - The Hainan commercial launch site has completed the construction of the first two launch pads and plans to add two more, enhancing its capacity for high-frequency, high-capacity, and low-cost launches [4] Upcoming Rocket Launches - Multiple large-capacity private liquid rockets, including Blue Arrow's Zhuque-3 and Tianbing Technology's Tianlong-3, are expected to conduct their maiden flights in late 2025, which will help reduce launch costs significantly [6] Investment Opportunities - Companies to watch in the satellite manufacturing segment include Aerospace Electronics, Zhenlei Technology, and China Satellite, while in the rocket launch segment, attention should be given to Plater, Srey New Materials, and Huazhu High-Tech [8]

Core Viewpoint - Beijing Jichuang Beifang Technology Co., Ltd. has submitted its initial public offering (IPO) application for listing on the Sci-Tech Innovation Board, with the filing date recorded as August 5, 2025, and the advisory institution being CITIC Securities [1][2]. Group 1: Company Background - Beijing Jichuang Beifang was established in 2008 and focuses on the research, design, and sales of display chips, providing solutions for various display panels and screens [4]. - The company's main products include panel display driver chips, power management chips, LED display driver chips, control chips, and others [4]. - Major clients include BOE Technology Group, Huaxing Optoelectronics, HKC, Leyard, Absen, and LG Group [5]. Group 2: Financial Performance - The company's revenue for the years 2019, 2020, and 2021 was 144.74 million, 237.98 million, and 567.44 million yuan, respectively [4]. - The net profit attributable to the parent company for the same years was -15.38 million, 5.33 million, and 93.20 million yuan, showing a significant recovery in profitability [4]. - The company's operating cash flow for 2021 was 637.32 million yuan, indicating a strong cash generation capability [5]. Group 3: Previous IPO Attempt - In June 2022, the company had previously applied for an IPO on the Sci-Tech Innovation Board but withdrew its application in March 2023, leading to the termination of its review by the Shanghai Stock Exchange [4][6]. - The previous IPO fundraising plan included projects such as the development and industrialization of display touch integrated chips and OLED display driver chips, with a total intended fundraising amount of 6.01 billion yuan [6][7]. Group 4: Advisory and Support Institutions - The advisory agreement between CITIC Securities and Jichuang Beifang was signed on July 31, 2025, with additional support from Beijing Guofeng Law Firm and Lixin Certified Public Accountants [2][3].