公司名稱: 特海国际控股有限公司 呈交日期: 2026年3月5日 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 I. 法定/註冊股本變動 截至月份: 2026年2月28日 狀態: 新提交 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 09658 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 10,000,000,000 | USD | | 0.000005 USD | | 50,000 | 本月底法定/註冊股本總額： USD 50,000 致：香港交易及結算所有限 ...

基于目前可获得的资料，董事会认为，本公司拥有人应占利润的增长主要是由于汇兑收益净额，预计于 截至2025年12月31日止年度将约为1400万美元(截至2024年12月31日止年度：汇兑亏损净额1970万美 元)。该项变动主要是由于2025年度汇率波动导致的货币项目重估产生的未变现汇兑收益，而该等货币 项目以非呈报货币(美元)计价。尽管本公司拥有人应占利润有所增长，但本集团餐厅层面经营溢利率较 上年略有下降，主要由于本集团在2025年上半年采取主动让利的策略，持续增加对顾客、员工的投入， 导致员工成本、原材料成本及其他营业开支出现预期性增加。 特海国际(09658)发布公告，本集团预计，于截至2025年12月31日止年度，将取得不低于8.4亿美元的收 入，而于截至2024年12月31日止年度的收入为7.78亿美元;及于截至2025年12月31日止年度，将取得本 公司拥有人应占利润不低于3400万美元，而于截至2024年12月31日止年度，本公司拥有人应占利润约为 2180万美元。 ...

Core Viewpoint - The company, 特海国际 (09658.HK), expects significant revenue and profit growth for the fiscal year ending December 31, 2025, compared to the previous year [1] Financial Performance - The company anticipates revenue of no less than $840 million for the fiscal year ending December 31, 2025, an increase from $778 million for the fiscal year ending December 31, 2024 [1] - The expected profit attributable to the owners of the company is projected to be no less than $34 million for the fiscal year ending December 31, 2025, up from approximately $21.8 million for the fiscal year ending December 31, 2024 [1]

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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 SUPER HI INTERNATIONAL HOLDING LTD. 特海国际控股有限公司 （於開曼群島註冊成立的有限公司） （香港交易所股份代號：9658；納斯達克股票代碼：HDL） 盈利預告 本公告由特海国际控股有限公司（「本公司」，連同其附屬公司統稱「本集團」）根據 香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09(2)(a)條及香港法例 第571章證券及期貨條例第XIVA部之內幕消息條文（定義見上市規則）的規定作 出。 2 本公司董事會（「董事會」）謹此知會本公司股東（「股東」）及潛在投資者，基於對 本集團截至2025年12月31日止年度的未經審核綜合管理賬目所作出的初步審閱， 以及對董事會目前可獲得的最新資料所作出的評估，本集團預計，(i)於截至2025 年12月31日止年度，將錄得不低於840.0百萬美元的收入，而於截至2024年12月 31日止年度的收入為778.3百萬美元 ...

Core Insights - The report highlights changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies. Group 1: Recent Increases in Holdings - VITASOY INT'L (00345) saw an increase of 0.09%, bringing its latest holding percentage to 3.75% [1] - 恒生科技ETF (03032) increased by 0.04%, with a current holding of 18.49% [1] - 永升服务 (01995) experienced a rise of 0.01%, now holding 4.57% [1] - 南方东西精选 (03441) had the largest increase over five days at 18.46%, reaching 41.03% [4] - 喜相逢集团 (02473) increased by 10.04%, with a holding of 45.14% [4] - 兆易创新 (03986) rose by 4.95%, now at 6.65% [4] Group 2: Recent Decreases in Holdings - 南方恒生科技 (03033) experienced the largest decrease of -0.14%, with a current holding of 68.87% [2] - 医渡科技 (02158) decreased by -0.03%, now at 22.59% [2] - 盈富基金 (02800) saw a reduction of -0.02%, with a holding of 3.49% [2] - 山东墨龙 (00568) had a five-day decrease of -1.30%, now at 53.56% [5] - 亿华通 (02402) decreased by -1.00%, with a holding of 27.49% [5] - 国富氢能 (02582) saw a reduction of -0.90%, now at 20.14% [5] Group 3: Long-term Trends in Holdings - Over a 20-day period, 喜相逢集团 (02473) had the highest increase of 42.45%, reaching 45.14% [6] - 南方东西精选 (03441) increased by 27.31%, now at 41.03% [6] - 钧达股份 (02865) rose by 15.74%, with a holding of 64.80% [6] - 天齐锂业 (09696) experienced a significant decrease of -6.48%, now at 31.50% [6] - 金风科技 (02208) decreased by -5.88%, with a holding of 42.49% [6]

Core Viewpoint - The company has not disclosed specific future event plans, but recent developments may impact the market, including stock performance and upcoming financial reports [1] Financial Performance - The latest financial report for Q3 2025 showed a revenue increase of 7.8% year-on-year to $214 million, while net profit attributable to shareholders declined by 90.4% due to foreign exchange losses [1] - The market will focus on the recovery of income and profit, with potential improvements if the impact of exchange rates diminishes or operational efficiency continues to improve, as indicated by a 240.5% quarter-on-quarter increase in operating profit [1] Business Developments - As of the end of Q3 2025, the company opened 10 new Haidilao restaurants, maintaining a total of 126 locations, while closing one and converting another to a second brand restaurant [2] - The company plans to expand into New York, Los Angeles, and European markets, with international growth potentially serving as a long-term catalyst following its planned NASDAQ listing in 2024 [2] Institutional Perspectives - In November 2025, an institutional report maintained an "outperform" rating with a target price of HKD 18.40, up from a current price of HKD 14.22, citing brand strength and improved operational efficiency as drivers for profit enhancement [3] Market Dynamics - Historical trading data indicates that the stock's daily turnover rate is often below 0.2%, leading to low trading volumes that can amplify price volatility [4]

经济观察网近7天，特海国际港股(09658.HK)股价呈现波动上涨趋势。截至2月13日收盘，股价报13.79 港元，单日上涨3.30%，5日累计涨幅达5.35%。成交方面，2月13日成交量为400,880股，成交额约542万 港元，换手率0.06%。技术指标显示，MACD柱状图转正，KDJ指标处于高位，短期走势偏强。 机构观点 特海国际2025年第三季度业绩受到市场关注。根据2025年11月26日公告，第三季度收入为2.14亿美元， 同比增长7.8%；但归母净利润同比下滑90.4%至360.9万美元，主要因汇兑亏损净额增加3170万美元。经 营溢利1260万美元，同比减少15.4%，但环比大幅提升240.5%。运营指标方面，整体翻台率从3.8次/天 提升至3.9次/天，客流量超810万人次，同比增长9.5%。 以上内容基于公开资料整理，不构成投资建议。 机构对特海国际维持积极评价。2026年2月，5家机构发布观点，100%为买入或增持评级，目标均价 16.64港元(当前价13.79港元)。机构认为，公司品牌优势与本地化运营深化有望带动长期盈利改善，尤 其关注"红石榴计划"下多品牌矩阵的进展。 财报分析 ...

Group 1 - AIA Group (81299), JD Health (86618), and JD Group (89618) have the highest short-selling ratios at 100.00% each [1][2] - Alibaba (09988), Tencent Holdings (00700), and Xiaomi Group (01810) lead in short-selling amounts, with HKD 1.557 billion, HKD 1.404 billion, and HKD 1.183 billion respectively [1][2] - Zhaojin Mining (01818), OSL Group (00863), and Prada (01913) have the highest deviation values at 44.29%, 35.21%, and 34.72% respectively [1][2] Group 2 - The top ten short-selling ratios include AIA Group (81299) at 100.00%, JD Health (86618) at 100.00%, and JD Group (89618) at 100.00% [2] - The top ten short-selling amounts show Alibaba (09988) leading with HKD 1.557 billion, followed by Tencent Holdings (00700) with HKD 1.404 billion [2] - The top ten deviation values highlight Zhaojin Mining (01818) with a deviation of 44.29%, indicating significant short-selling activity compared to its historical average [2][3]

Financial Performance - The company reported third-quarter revenue of $214 million, representing a year-on-year increase of 7.8% [1] - Operating profit decreased by 15.4% year-on-year to $12.6 million, but showed a significant quarter-on-quarter increase of 240.5% [1] - The overall table turnover rate improved from 3.8 times per day to 3.9 times per day, with customer traffic exceeding 8.1 million, a year-on-year growth of 9.5% [1] - However, net profit attributable to shareholders fell by 90.4% year-on-year to $3.609 million, primarily due to an increase in foreign exchange losses amounting to $31.7 million [1] Business Development - As of the end of the third quarter of 2025, the company opened 10 new Haidilao restaurants, maintaining a total of 126 locations, while closing one store and converting another into a second brand restaurant [2] - The company is advancing its multi-brand matrix construction through the "Pomegranate Plan," emphasizing localized operations and refined management [2] Institutional Insights - The company plans to list on NASDAQ in 2024 and aims to expand into the New York, Los Angeles, and European markets [3] - In November 2025, an institutional report maintained an "outperform" rating with a target price of HKD 18.40, compared to the then-current price of HKD 14.22, citing brand advantages and improved operational efficiency as drivers for long-term profit enhancement [3]

Market Overview - The Hang Seng Index opened lower but managed to close up by 0.14% [1] - The geopolitical situation remains stable, with Iran set to negotiate nuclear issues with the U.S. on February 6 [1] - Gold and silver prices fell significantly, with silver dropping over 14% and gold falling more than 2% to below $4,900 per ounce [1] International Relations - Russian President Putin plans to visit China in the first half of 2026 following a video call with Chinese leaders [2] - U.S. and Chinese leaders had a positive discussion regarding regional issues and economic cooperation, with a planned visit by Trump to China in April [2] - China has requested state-owned enterprises to pause new investment projects in Panama [2] Technology Sector - Despite declines in U.S. tech stocks, some Chinese tech companies like Naxin Micro (02676) reported strong earnings and plan to raise product prices by 10%-25% [3] - Baidu (09888) announced a stock buyback plan of up to $5 billion and plans to introduce a dividend policy by 2026, leading to a nearly 3% increase in its stock price [3] - Xiaomi (01810) repurchased shares worth HKD 146 million, also seeing a nearly 3% rise [3] - Tencent (00700) is expected to maintain double-digit growth in its gaming business by 2026, with advertising revenue projected to grow around 20% [3] Consumer Sector - Kweichow Moutai (600519.SH) has shown strong performance, boosting consumer valuations [4] - Oriental Selection (01797) surged over 10% due to its unique brand and membership model [4] - Pop Mart (09992) reported significant demand for its new products, with resale prices on secondary markets showing substantial premiums [4] Restaurant Sector - Yum China (09987) reported total revenue of $11.797 billion for 2025, a 4% increase year-on-year, with net profit rising by 2% [5] - Haidilao (06862) is seeing positive impacts from the return of its founder, with plans for expansion and new brand growth [5] - Brainstorm Aurora-B (06681) announced a strategic partnership to promote digital health products in Southeast Asia, with a significant stock price increase of over 15% [6] Energy Sector - The U.S. is experiencing a surge in natural gas power generation capacity, with over 29 GW under construction, but many projects may face delays due to a lack of available gas turbines [7] - Companies like Eagle Precision (01286) and Dongfang Electric (01072) are positioned to benefit from this trend, with expectations of increased demand for gas turbine components [7] Aviation Sector - Cirrus Aircraft (02507) launched the new G3 Vision Jet, enhancing its product line and expected to improve profit margins [8] - The new jet model is designed for private and corporate users, featuring significant upgrades in safety and comfort [8] - Cirrus is projected to deliver approximately 800 aircraft in 2025, with new orders expected to reach around 600 units [9]