智通财经APP获悉，贪玩(09890)早盘涨超8%，截至发稿，涨6.91%，报17.01港元，成交额3249.98万港 元。 据悉，本次可转债由国际知名投资管理基金——LMR全额认购。LMR Partners总部位于伦敦，并于纽 约、香港、苏黎世、迪拜、都柏林及格拉斯哥设有办事处。此次与LMR的合作，为公司引入了长期稳 定的高质量国际基金，有助于进一步优化资本结构，提升公司在全球资本市场的认知度和影响力。 消息面上，贪玩近日发布公告，拟发行4.68亿港元零息可转债，初始转换价格每股转换股份23.50港元较 股份于协议日期前最后交易日在联交所所报收市价每股股份17.00港元溢价约38.24%。本次发行可换股 债券的所得款项净额将约为4.586亿港元，将用于AI相关业务投资及AI相关产业的股权投资，以加速公 司在"AI+游戏"领域的战略布局。 ...

Core Viewpoint - The company, 贪玩, has announced a plan to issue HKD 468 million zero-coupon convertible bonds to fund investments in AI-related businesses and equity investments in the AI sector, aiming to accelerate its strategic layout in the "AI + gaming" field [1] Group 1: Stock Performance - The stock price of 贪玩 rose over 8% in early trading and is currently up 6.91%, trading at HKD 17.01 with a transaction volume of HKD 32.4998 million [1] Group 2: Convertible Bond Details - The initial conversion price for the bonds is set at HKD 23.50 per share, representing a premium of approximately 38.24% over the last trading price of HKD 17.00 prior to the agreement date [1] - The net proceeds from the bond issuance are expected to be around HKD 458.6 million [1] Group 3: Strategic Partnerships - The convertible bonds will be fully subscribed by LMR Partners, a well-known international investment management fund based in London, with offices in New York, Hong Kong, Zurich, Dubai, Dublin, and Glasgow [1] - The collaboration with LMR Partners is expected to introduce a long-term, stable, high-quality international fund to the company, aiding in optimizing its capital structure and enhancing its recognition and influence in global capital markets [1]

Core Insights - The company, 贪玩 (9890.HK), has been recognized for its outstanding performance in global business expansion and the integration of AI in gaming, winning the "Annual Growth Value Award" and its CEO, 吴旭波, receiving the "Annual Outstanding Leader Award" [1][3][5] Group 1: Awards and Recognition - 贪玩 won the "Annual Growth Value Award," reflecting the market's recognition of its sustained growth momentum and future potential [3] - CEO 吴旭波 was awarded the "Annual Outstanding Leader Award," highlighting his exceptional leadership and strategic vision [5] Group 2: Business Strategy and Growth - The company has adopted an "innovation-driven, quality overseas" development path, focusing on global game distribution and operation, with over 30 multilingual games launched in more than 11 language regions [3] - Recent issuance of HKD 468 million zero-coupon convertible bonds will be used for AI industry investment and technology enhancement, reinforcing its "AI + gaming" strategy [3] Group 3: AI Integration and Technology - 贪玩 is advancing the deep integration of AI in gaming, utilizing AI technology for precise marketing and long-cycle operations to maximize game product value [3][5] - The company has developed proprietary systems such as "河图系统," "洛书系统," and "X智慧营销平台AI大模型" to achieve intelligent upgrades in game publishing and operations [3] Group 4: Future Outlook - The company plans to continue leveraging AI as a driving force for global development, optimizing its product portfolio and distribution network to enhance player experience [6] - 吴旭波 will maintain leadership to strengthen corporate governance and promote sustainable growth while contributing to the internationalization of the Chinese gaming industry [6]

Group 1 - The "Annual Growth Value Award" recognizes companies with significant growth potential in the capital market, emphasizing the importance of continuous growth for sustainable development [1][2] - The award selection process involves quantitative data analysis and expert review to identify companies that are proactive and committed to expansion [1] - The event highlighted ten companies that received the "Annual Growth Value Award," including 比优集团 (Biyou Group), 地平线机器人-W (Horizon Robotics-W), and others, listed in alphabetical order [1] Group 2 - The "Golden Grid Award" aims to create a valuable reference list of listed companies and unicorns, covering all companies listed on major exchanges such as the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, and others [2] - The initiative reflects a global perspective with a focus on investment opportunities in China [2]

Group 1 - The "Golden Award" annual excellence company selection revealed notable leaders in various companies, including Yang Guoping from Dazhong Public Utilities, Dai Wenyuan from Fan Shi Intelligent, and Zhou Hongyi from 360, among others [1] - The "Annual Excellence Leader" award recognizes outstanding leaders who demonstrate exceptional leadership skills and contribute to the sustainable development of their companies while being socially responsible [1] - The selection process involved quantitative data analysis and expert review to determine the final results [1] Group 2 - The "Golden Award" aims to create a valuable reference list of listed companies and unicorns in the investment community, covering all listed companies on major exchanges including the Hong Kong Stock Exchange, Shanghai Stock Exchange, Shenzhen Stock Exchange, New York Stock Exchange, and NASDAQ [2]

Core Insights - The company, 贪玩 (9890.HK), has been recognized for its outstanding performance in global business expansion and the integration of AI in gaming, winning the "Annual Growth Value Award" and its CEO, 吴旭波, receiving the "Annual Outstanding Leader Award" [1][3]. Group 1: Awards and Recognition - 贪玩 won the "Annual Growth Value Award," reflecting the market's recognition of its sustained growth momentum and future potential [3]. - CEO 吴旭波 was awarded the "Annual Outstanding Leader Award," highlighting his strategic leadership and influence in the industry [5]. Group 2: Business Strategy and Growth - The company has adopted an "innovation-driven, quality overseas" development path, focusing on global game distribution and operation, with over 30 multilingual games launched in more than 11 language regions [3]. - Notable IP products like 《原始传奇》 and 《热血江湖：归来》 have achieved significant success in markets such as South Korea, Southeast Asia, and Europe, showcasing strong market competitiveness [3]. Group 3: Financial Developments - On December 18, 贪玩 issued HKD 468 million in zero-coupon convertible bonds, with funds earmarked for AI industry investment and technology enhancement [3]. Group 4: AI Integration - The company is advancing its "AI + gaming" strategy, leveraging AI technology for game distribution through precise marketing and long-cycle operations, maximizing game product value [3][5]. - The implementation of self-developed systems like "河图系统" and "X智慧营销平台AI大模型" has led to intelligent upgrades in material generation, ad optimization, and operational management [4]. Group 5: Future Outlook - Moving forward, 贪玩 aims to continue leveraging AI as a driving force for global development, optimizing its product portfolio and distribution network to enhance player experience [6]. - CEO 吴旭波 will maintain leadership to strengthen corporate governance and deepen technological innovation, contributing to sustainable growth and the internationalization of the Chinese gaming industry [6].

Key Points - As of December 19, 38 stocks reached their 52-week highs, with Li Gao Health Life (02370), Ginkgo Education (01851), and Kangqiao Yuelife (02205) leading the high rate at 36.36%, 18.72%, and 8.70% respectively [1] - The top three stocks that achieved new highs are as follows: - Li Gao Health Life (02370) closed at 0.670, with a peak of 0.750, marking a 36.36% increase - Ginkgo Education (01851) closed at 2.430, with a peak of 2.600, marking an 18.72% increase - Kangqiao Yuelife (02205) closed at 1.200, with a peak of 1.250, marking an 8.70% increase [1] - Other notable stocks that reached new highs include Liangqing Holdings (1,000) at 7.14%, Jinxing International Holdings (02307) at 7.04%, and Wuxi Life (08148) at 6.21% [1] 52-Week Low Summary - The 52-week low rankings show that Haowen Holdings (08019) had the largest decline at -16.13%, closing at 0.130 [2] - Other significant declines include NIU Holdings (08619) at -11.86%, closing at 0.156, and Hashkey HLDGS (03887) at -9.59%, with a low of 5.090 [2] - Additional stocks with notable declines include Songdu Service (09608) at -9.09%, closing at 0.068, and Ruike Bio-B (02179) at -5.41%, closing at 5.070 [2]

Group 1 - The Hang Seng Index rose by 0.65%, gaining 165 points to close at 25,663 points, while the Hang Seng Tech Index increased by 1.14%. The morning trading volume reached 97.5 billion HKD [1] - New listings in the Hong Kong stock market included Zhihui Mining (02546), which surged over 110% upon debut, and Xidi Zhijia (03881), which fell over 8% after its listing [1] - The U.S. Senate passed a revised version of the Biodefense Act as part of the National Defense Authorization Act for fiscal year 2026, leading to a significant rebound in pharmaceutical stocks, with WuXi Biologics (02269) rising over 6% and 3SBio (01530) increasing by 3.7% [1] Group 2 - HAP Pharmaceuticals-B (02142) saw a nearly 7% increase after signing a business development deal worth over 1 billion USD with Bristol-Myers Squibb [2] - China Duty Free Group (601888) (01880) rebounded nearly 7% after winning bids for two major duty-free projects at Shanghai airports, with market attention on the results of the Capital Airport tender [2] - Youjia Innovation (02431) surged over 12% as L3 large-scale deployment approaches, with the company having made forward-looking arrangements for L2+ and L4 [2] - Nine Dragons Paper (02689) rose over 3% as the industry leader announced a series of shutdown plans to support price and inventory levels before the Spring Festival [2] Group 3 - South Manganese (01091) increased by over 9% due to multiple factors driving the continuous rise in electrolytic manganese prices [3] Group 4 - Yangtze Optical Fibre (601869) (06869) rose over 10%, with a cumulative increase of over 30% in the past three days, driven by sustained demand for optical fibers and cables from AI [4] Group 5 - Ganwan (09890) increased by over 5% after issuing zero-coupon convertible bonds at a premium, raising 450 million HKD to enhance its "AI + gaming" strategy [5] Group 6 - Liqin Resources (02245) rose over 9% as Indonesia plans to significantly reduce its nickel ore production targets by 2026 [6] Group 7 - Shenzhou International (02313) fell over 3% as its major client Nike reported a 32% year-on-year decline in net profit for the second fiscal quarter [7]

公告显示，发行可换股债券的所得款项净额将约为4.586亿港元。集团拟根据协议条款将所有所得款项 净额用于AI相关业务投资及AI相关产业的股权投资，以加速公司在"AI+游戏"领域的战略布局。 智通财经APP获悉，贪玩(09890)再涨超7%，月内累计涨幅已超36%。截至发稿，涨4.61%，报17.91港 元，成交额4239.83万港元。 消息面上，贪玩发布公告，拟发行总规模为4.68亿港币(约6000万美金)的零息可转换债券，由国际知名 投资管理基金——LMR全额认购。值得注意的是，此次可转换债券的转换价格为每股23.50港元，较协 议签署前最后一个交易日收盘价17港元溢价约38.24%。 （原标题：港股异动 | 贪玩(09890)再涨超7% 公司溢价发行零息可转债 净筹4.5亿港元加码"AI+游戏"） ...

公告显示，发行可换股债券的所得款项净额将约为4.586亿港元。集团拟根据协议条款将所有所得款项 净额用于AI相关业务投资及AI相关产业的股权投资，以加速公司在"AI+游戏"领域的战略布局。 贪玩(09890)再涨超7%，月内累计涨幅已超36%。截至发稿，涨4.61%，报17.91港元，成交额4239.83万 港元。 消息面上，贪玩发布公告，拟发行总规模为4.68亿港币(约6000万美金)的零息可转换债券，由国际知名 投资管理基金——LMR全额认购。值得注意的是，此次可转换债券的转换价格为每股23.50港元，较协 议签署前最后一个交易日收盘价17港元溢价约38.24%。 ...