| 2. 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) | 09609 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 64,475,539 | RMB | | 1 RMB | | 64,475,539 | | 增加 / 減少 (-) | | | 0 | | | RMB | | | | 本月底結存 | | | 64,475,539 | RMB | | 1 RMB | | 64,475,539 | 本月底法定/註冊股本總額： RMB 159,167,887 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11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 河北海偉電子新材料科技股份有限公司 呈交日期: 2025年12月4日 I. 法定/註冊股本變動 | ...

Core Insights - The Hong Kong IPO market showed a marginal recovery in November 2025, with a notable concentration of listings towards the end of the month [2][18] - A total of 53 companies submitted listing applications, with 25 of them in the last week of November [2][18] - 12 new companies successfully listed on the Hong Kong Stock Exchange during this period [2][18] Listing Performance - The top three performers on their first trading day were 旺山旺水 (Wangshan Wangshui) with a gain of 145.73%, 明略科技 (Minglue Technology) at 106.10%, and 量化派 (Quantitative Party) at 88.78% [2][19][21] - Conversely, the companies with the largest declines were 海伟股份 (Haiwei Co.) at -22.97%, 文远知行 (Wenyan Zhixing) at -9.96%, and 小马智行 (Xiaoma Zhixing) at -9.28% [2][19][21] Fundraising Highlights - The top three companies in terms of fundraising were 赛力斯 (Sailis) with approximately 14.283 billion HKD, 小马智行 (Xiaoma Zhixing) at 6.707 billion HKD, and 创新实业 (Innovation Industry) at 5.495 billion HKD [2][19][26]

Core Insights - The latest data from the Hong Kong Stock Exchange indicates that on December 2, shareholders of Haiwei Co., Ltd. (09609) transferred shares from HSBC Hong Kong to China International Capital Corporation Hong Kong Securities, with a transfer value of HKD 58.63 million, representing 8.10% of the total shares [1] - Haiwei Co., Ltd. was listed on November 28, with an initial share price of HKD 14.28, issuing a total of 35.46 million shares, resulting in a net proceeds of approximately HKD 452 million [1] - According to Zhi Shi Consulting, Haiwei Co., Ltd. is the second-largest capacitor film manufacturer in China based on the sales volume of capacitor base films for 2024, with a market share of 10.9% in terms of revenue from capacitor base films [1] Company Overview - Haiwei Co., Ltd. specializes in manufacturing capacitor films, which include capacitor base films and metallized films, essential components of film capacitors [1] - The end-use applications of film capacitors are diverse, encompassing electric vehicles, new energy power systems, industrial equipment, and household appliances [1]

Group 1 - The core point of the article highlights that Haiwei Co., Ltd. (09609) has transferred shares worth HKD 58.63 million from HSBC to CICC Hong Kong Securities, representing 8.10% of the total shares [1] - Haiwei Co., Ltd. was listed on November 28, with an initial share price of HKD 14.28, issuing 35.46 million shares and net proceeds of approximately HKD 452 million [1] - According to ZhiShi Consulting, Haiwei Co., Ltd. is the second-largest capacitor film manufacturer in China, with a market share of 10.9% in capacitor base film revenue [1] Group 2 - The company's capacitor film products include capacitor base films and metallized films, which are essential components of film capacitors [1] - Film capacitors have a wide range of end-use applications, including in new energy vehicles, renewable energy power systems, industrial equipment, and household appliances [1]

Core Viewpoint - Haiwei Co., Ltd. officially listed on the Hong Kong Stock Exchange on November 28, 2025, marking its entry into the international capital market while simultaneously committing to social responsibility by donating 1 million HKD for disaster relief efforts in Hong Kong [1][3][5] Group 1: Company Overview - Haiwei Co., Ltd. is the only domestic company with independent design and development capabilities for capacitor base film production lines, which has allowed it to build a diversified product system with significant advantages in delivery cycles and investment costs [3] - The company's products are widely used in key sectors such as new energy vehicles, renewable energy power systems, industrial equipment, and household appliances, supporting downstream industry upgrades and attracting strategic investments from well-known companies like BYD and Sungrow [3] Group 2: Social Responsibility - During the listing ceremony, the management expressed deep concern for the victims of the recent fire in Tai Po, Hong Kong, and announced a donation of 1 million HKD specifically for emergency relief and subsequent reconstruction efforts [3][5] - The donation reflects the company's commitment to social responsibility and its intention to integrate into Hong Kong society as it establishes itself in the capital market [3][5] Group 3: Future Plans - The chairman emphasized the importance of social support for the company's development and reiterated the commitment to giving back to society while pursuing growth in the capital market [5] - Moving forward, Haiwei Co., Ltd. plans to use its listing as an opportunity to expand production capacity and focus on innovations in new energy, AIDC, and embodied intelligence, aiming to create substantial returns for investors [5] - The company will adhere to Hong Kong Stock Exchange regulations, optimize corporate governance, and enhance information disclosure while actively participating in public welfare initiatives [5]

Group 1 - Hebei Haiwei Electronic New Materials Technology Co., Ltd. was listed on the Hong Kong Stock Exchange on November 28, with a public offering of 35.456 million shares at a price of 14.28 HKD per share, raising 506 million HKD for capacity expansion, new film material research and development, and industry chain integration [1] - The company is located in Jingxian, Hengshui City, and focuses on the research and production of key materials such as capacitor base films and metallized films, holding 58 patents for its core technology [1] - Haiwei's products are widely used in sectors such as new energy vehicles, photovoltaic energy storage, and industrial equipment [1] Group 2 - In 2023, Hebei Province has actively seized opportunities in the capital market, implementing a plan to promote enterprise listings and organizing events to support companies in entering stock exchanges [3] - With the successful listing of Haiwei, the total number of listed companies in Hebei has reached 122, including 35 companies listed on the Hong Kong Stock Exchange [3]

Core Viewpoint - Hebei Haiwei Electronic Materials Technology Co., Ltd. successfully completed its initial public offering (IPO) and listed on the Hong Kong Stock Exchange, raising approximately HKD 506.3 million at an issue price of HKD 14.28 per share [2] Company Overview - Haiwei Co. was established in 2006 and specializes in the capacitor film industry, primarily producing and selling capacitor base films and metallized films, which are key components of film capacitors [2] - The company has the capability to independently design and develop production lines for capacitor base films [2] - According to Zhi Shi Consulting, Haiwei Co. is the second-largest manufacturer of capacitor films in China based on sales volume in 2024 [2] Legal Advisory - Zhong Lun Law Firm served as the issuer's legal advisor for the IPO, providing comprehensive legal services throughout the listing and H-share circulation process, receiving high recognition from clients and stakeholders [2] - The project was led by partners Li Jieli and Liu Tao, with contributions from other legal professionals [2]

Core Viewpoint - Hebei Haiwei Electronic Materials Technology Co., Ltd. (Haiwei) has listed on the Hong Kong Stock Exchange, opening at HKD 13.50, below the issue price, and closing at HKD 11.00, a decline of 22.97% [1] Group 1: Company Overview - Haiwei is the second-largest capacitor film manufacturer in China based on projected sales volume for 2024 [1] - The company issued a total of 35,456,000 shares, with 3,545,600 shares allocated for public offering in Hong Kong and 31,910,400 shares for international offering [1][2] Group 2: Financial Details - The issue price was set at HKD 14.28, raising a total of HKD 506.31 million, with a net amount of HKD 451.76 million after deducting estimated listing expenses of HKD 54.55 million [2][3] - Haiwei plans to use the proceeds from the global offering to expand production capacity, enhance research and development capabilities, and for general corporate purposes [3] Group 3: Key Investors - The cornerstone investor, Huixing Lihai Co., Ltd., received 15,129,000 shares, accounting for 42.67% of the total shares offered and 9.51% of the total issued share capital post-global offering [5][6] Group 4: Financial Performance - Revenue for Haiwei in 2022, 2023, and projected for 2024 is RMB 327.1 million, RMB 329.5 million, and RMB 421.7 million respectively, with net profits of RMB 102.0 million, RMB 69.8 million, and RMB 86.4 million [6][7] - Cash flows from operating activities showed net cash inflows of RMB 232.1 million in 2022 and RMB 17.2 million in 2024, while 2023 and the first five months of 2025 reported net cash outflows of RMB 89.4 million and RMB 35.8 million respectively [8]

Group 1 - Hong Kong's Hang Seng Index fell by 0.24%, down 61 points, closing at 25,884 points, while the Hang Seng Tech Index rose by 0.11% [1] - Pop Mart (09992) surged over 4%, leading the blue-chip stocks in the Hang Seng Index, supported by government encouragement for trendy toy consumption as the traditional sales season approaches [2] - GAC Group (02238) increased by over 12% following the full delivery of its Aion UT super model and the establishment of a solid-state battery production line [3] Group 2 - Zijin Mining International (02259) rose over 2% as its mining output increased, entering a growth phase in the coming years [4] - Dongyue Group (00189) saw a 4.62% increase, with institutions indicating strong demand for lithium batteries and potential price hikes for PVDF [5] - MicroPort Medical (00853) gained 5% as JPMorgan increased its stake by over HKD 900 million, with Bank of America expressing optimism about its surgical robot business [6] Group 3 - Bole Technology (02592) surged by 12.8% after its core product CBT-009 received patents in Japan and Europe [7] - Cambridge Technology (06166) rose over 4%, with expectations of significant shipments of its 1.6T optical modules in Q1 2026 [8] - Hezhima Intelligent (02533) and Joyson Electronics (00699) both increased by over 4% as they collaborate on a multi-chip platform for robotic domain control products [9] Group 4 - New stock Haiwei Co., Ltd. (09609) debuted with a 15% drop, being the second-largest capacitor film manufacturer in China [10] Group 5 - Food and Beverage ETF (Product Code: 515170) experienced a decline of 1.37% over the past five days, with a PE ratio of 20.73 times and a net redemption of HKD 1.719 million [12] - Gaming ETF (Product Code: 159869) rose by 4.31% over the past five days, with a PE ratio of 36.47 times and a net redemption of HKD 74.789 million [12] - Sci-Tech 50 ETF (Product Code: 588000) fell by 1.21% over the past five days, with a high PE ratio of 147.81 times and a net redemption of HKD 1.54 billion [12]

Core Viewpoint - Capacitor film manufacturer Haiwei Co., Ltd. has made its debut on the Hong Kong Stock Exchange, with an initial share price of HKD 14.28, but experienced a significant drop in share price shortly after listing [1] Summary by Categories Company Overview - Haiwei Co., Ltd. issued a total of 35.456 million shares, with a trading lot size of 200 shares [1] Market Performance - The stock opened below the issue price, falling nearly 19% to HKD 11.6 during intraday trading [1] - Prior to the official listing, Haiwei Co., Ltd. saw a 2.66% increase in its dark market trading, closing at HKD 14.66 with a transaction volume exceeding HKD 39.36 million [1]