2025 年 10 月 24 日 可能私有化 就安能物流集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： 交易披露 完 交易披露 註： J.P. Morgan Securities PLC 是與要約人有關連的第(5)類別聯繫人。 交易是為本身帳戶進行的。 J.P. Morgan Securities PLC 是最終由 JPMorgan Chase & Co.擁有的公司。 | 交易方 | 日期 | | | 有關證券的 交易性質 | | 買入／賣 | 涉及的股份 | 已支付／已收取的 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 說明 | | 出 | 總數 | 總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | J.P. Morgan Securities | 2025 23 日 | 年 | 10 月 | 其他類別的 證券 (例如: | 因全屬客 ...

完 註： 2025 年 10 月 22 日 可能私有化 就安能物流集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 交易性質 | 買入／賣出 | 涉及的股份 | 已支付／已收 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | | 總數 | 取的總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | J.P. Morgan | 2025 | 年 | 10 月 | 其他類別的證 | 因全屬客戶主動發出且由客戶需求帶動的買賣 | 賣出 | 54,000 | $478,192.4300 | $9.1400 | $8.6600 | | Securities | 21 | 日 | | 券 (例如: 股 | 盤所產生的 Delta 1 產品的對沖活動 | | | | | | | PLC | | | | ...

2025 年 10 月 22 日 可能私有化 就安能物流集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 產品說明 | 交易性質 | 與衍生工具有 | | 到期日或清結 | | 參考價 | | 已支付／已收 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | | 關的參照證券 | 日 | | | | | 取的總金額 | 括與其訂有協議 | | | | | | | | | 數目 | | | | | | | 或達成諒解的任 | | | | | | | | | | | | | | | | 何人士的證券） | | J.P. Morgan | 2025 | 年 | 10 月 | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 54,000 | 2026 | 年 | 10 月 6 | | $8.8545 | $478, ...

Core Viewpoint - Aneng Logistics is considering a potential privatization and delisting from the Hong Kong Stock Exchange following a conditional acquisition proposal from a consortium including Da Cheng Capital and Temasek [1][2] Group 1: Acquisition Proposal - Aneng Logistics has received a conditional acquisition proposal that may lead to privatization and delisting, but it is currently only indicative and has not formed a formal offer [1] - The company has stated that the outcome of negotiations regarding the indicative acquisition proposal remains uncertain, and it cannot confirm whether it will lead to a formal offer for shares [1] Group 2: Financial Performance - For the first half of the year, Aneng Logistics reported revenue of 5.625 billion yuan, representing a year-on-year increase of 6.4% [1] - The adjusted net profit for the same period was 476 million yuan, up 10.7% year-on-year, with a gross profit of 880 million yuan and a gross margin of 15.6% [1] - The company announced its first interim dividend with a payout ratio of 50% [1] Group 3: Strategic Initiatives - Aneng Logistics plans to enhance operational efficiency and service quality, focus on customer value, strengthen network ecosystem support, accelerate digital investment, and adhere to sustainable development [2] - The company believes these strategic initiatives are crucial for brand development and will help strengthen its competitive position and promote high-quality industry growth [2] Group 4: Stock Performance - As of October 21, Aneng Logistics' stock price surged by 10.47% to close at 9.6 HKD per share [2]

Core Viewpoint - The Hong Kong stock market's "Double Eleven" concept sector is experiencing a significant upward trend, driven by the upcoming 2025 "Double Eleven" shopping season, with notable gains in apparel and logistics stocks [2][3][7]. Apparel Sector - The apparel sector is leading the gains, with Bosideng (03998.HK) rising by 9.11%, Urban Revivo (02298.HK) increasing by 7.81%, and other brands like Uniqlo (06288.HK) and Li Ning (02331.HK) also showing positive performance [2][3]. - Seasonal demand for warm clothing is expected to rise due to the approaching autumn and winter, further boosting sales for brands focused on winter apparel [7]. E-commerce Sector - E-commerce companies are also benefiting, with Baozun E-commerce (09991.HK) up by 5.52% and Alibaba (09988.HK) increasing by 1.98% [2][3]. - Tmall's "Double Eleven" event has seen strong initial sales, with 80 brands exceeding 100 million yuan in sales within the first hour, indicating robust consumer interest [4][5]. Logistics Sector - Logistics stocks are performing well, with Aneng Logistics (09956.HK) surging by 10.47% and JD Logistics (02618.HK) up by 1.87% [2][3]. - The increase in e-commerce activity is expected to drive demand for logistics services, contributing to the positive performance of logistics companies [6]. Market Sentiment - The impressive sales data from the initial phase of the "Double Eleven" event has boosted market confidence in the related sectors, leading to a collective rise in apparel, e-commerce, and logistics stocks [6]. - Analysts suggest that the extended sales window due to the later Chinese New Year in 2026 will provide additional sales opportunities for companies in these sectors [7].

2025 年 10 月 21 日 可能私有化 完 註： J.P. Morgan Securities PLC 是與要約人有關連的第(5)類別聯繫人。 交易是為本身帳戶進行的。 就安能物流集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 交易性質 | 買入／賣 | 涉及的股份 | 已支付／已收取 | 已支付或已 | 已支付或已 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | 出 | 總數 | 的總金額 | 收取的最高 | 收取的最低 | | | | | | | | | | | 價（H） | 價（L） | | J.P. Morgan | 2025 | 年 | 10 月 | 其他類別的證 | 因全屬客戶主動發出且由客戶需求帶動的買賣 | 賣出 | 7,000 | $60,722.7600 | $8.6900 | $8.6800 | | Securities PLC | 20 日 | ...

2025 年 10 月 21 日 可能私有化 就安能物流集團有限公司的股份的交易披露 執行人員接獲依據香港《公司收購及合併守則》規則 22 作出以下的證券交易的披露： | 交易方 | 日期 | | | 有關證券的說 | 產品說明 | 交易性質 | 與衍生工具有 | | 到期日或清結 | 參考價 | 已支付／已收取 | 交易後數額（包 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 明 | | | 關的參照證券 | 日 | | | 的總金額 | 括與其訂有協議 | | | | | | | | | 數目 | | | | | 或達成諒解的任 | | | | | | | | | | | | | | 何人士的證券） | | J.P. Morgan | 2025 | 年 | 10 月 | 衍生工具 | 其他類別產品 | 清結衍生工具合約 | 90,500 | 2026年 | 10 月6 | $8.7599 | $792,770.9500 | 6,566,328 | | Securitie ...

Core Viewpoint - Aneng Logistics (9956.HK), a leading express delivery company in China, experienced a strong rebound in stock price, rising nearly 18% intraday and closing up 10.47% at HKD 9.6 following a conditional acquisition proposal from a consortium including Da Cheng Capital, Temasek, and Danming Capital [1] Group 1: Acquisition Proposal - On October 17, Aneng Logistics announced it received a conditional acquisition proposal on September 17 from a consortium led by Da Cheng Capital, Temasek, and Danming Capital [1] - If the proposal is finalized, it may lead to the company's delisting from the Hong Kong Stock Exchange and completion of privatization [1] - Da Cheng Capital currently holds approximately 24.32% of Aneng Logistics and has been investing in the company since 2019 [1] Group 2: Financial Performance - Aneng Logistics reported steady growth in its performance, achieving a total volume of less-than-truckload (LTL) freight of 6.82 million tons in the first half of 2025, representing a year-on-year increase of 6.2% [1] - The company generated revenue of CNY 5.625 billion, reflecting a year-on-year growth of 6.4% [1] - Adjusted net profit reached CNY 476 million, marking a year-on-year increase of 10.7%, with gross profit and gross margin at CNY 880 million and 15.6%, respectively [1] Group 3: Dividend Announcement - Aneng Logistics announced its first dividend plan since going public, with a mid-term dividend payout ratio of 50% [1]

Group 1 - Aneng Logistics (09956.HK) experienced a significant intraday increase of over 16%, with a current rise of 10.01%, trading at HKD 9.56 [2] - The trading volume reached HKD 147 million [2]

消息面上，安能物流近日公布，获大钲资本、淡马锡及淡明资本所组成的投资者财团就安能物流可能进 行的、有条件的私有化建议。私有化可能会导致安能物流从港交所退市。于本公告日期，大钲资本为安 能物流股东，持股约24.32%，淡马锡及淡明资本并无持有任何安能物流股份。 安能物流(09956)盘中涨超16%，截至发稿，涨10.01%，报9.56港元，成交额1.47亿港元。 公开资料显示，大钲资本对安能物流的投资始于2019年12月，大钲资本通过多轮融资支持安能物流的网 络扩张与数字化升级，是目前安能物流最大的机构股东。此外，大钲资本还深度参与安能物流的治理与 战略调整。 ...