FF301 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: 2026年1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: 北京京城機電股份有限公司(於中華人民共和國註冊成立之股份有限公司) 呈交日期: 2026年2月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | N/A | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 447,485,988 | RMB | | 1 RMB | | 447,485,988 | | 增加 / 減少 (-) | | | | | | RMB | | | | 本月底結存 | | | 447,485,988 | RMB | | 1 RMB | | 447,485,988 | | 2. 股份分類 | ...

Market Overview - The market rebounded with the Shanghai Composite Index returning to 4100 points and the Shenzhen Component Index turning positive after previously dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 633 billion yuan compared to the previous trading day [1] Sector Performance - The coal sector experienced a surge with over ten stocks hitting the daily limit, including Shaanxi Black Cat, Yanzhou Coal Mining, and China Coal Energy [1] - The space photovoltaic sector saw significant gains, with Zhonglai Co. hitting a 20% limit up and Guosheng Technology achieving two consecutive limit ups [1] - The airport and shipping sector strengthened, with China Eastern Airlines and Huaxia Airlines both hitting the daily limit [1] - The real estate sector was active, with Rong'an Real Estate, Caixin Development, and I Love My Home all reaching the daily limit [1] - The hydrogen energy sector rapidly increased, with Beijing Capital Co. and Zhiyuan New Energy hitting the daily limit [1] Declining Sectors - The AI application sector faced significant declines, with stocks like Yili Media and Tiandi Online hitting the daily limit down, and several others experiencing substantial drops [1] - Precious metals and computing hardware sectors also saw notable declines [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 0.21%, while the ChiNext Index fell by 0.4% [1]

Market Overview - On February 4, the A-share market experienced a decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2%. The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, an increase of 12.7 billion yuan compared to the previous trading day, with over 2900 stocks declining [1]. Sector Performance - The space photovoltaic concept showed strong performance, with Zhonglai Co. hitting the daily limit and Guosheng Technology achieving two consecutive limits. The airport and shipping sectors also performed well, with China Eastern Airlines and Huaxia Airlines reaching their daily limits. The real estate sector was active, with Rong'an Real Estate and Caixin Development hitting their daily limits. The hydrogen energy concept surged, with Jingcheng Co. and Zhiyuan New Energy reaching their daily limits [4]. - The coal sector experienced a significant surge, with major coal companies like Yanzhou Coal Mining and China Coal Energy both hitting their daily limits. Other stocks such as Shaanxi Black Cat and Meijin Energy also reached their daily limits, while Shaanxi Coal and Chemical, Shanxi Coal International, Xinji Energy, and China Shenhua followed suit [4]. Coal Supply Impact - Reports indicate that the Indonesian government has proposed a significant production cut, leading to a suspension of spot coal exports by local miners. China is the largest importer of Indonesian coal, with an expected import of 242 million tons in 2024, accounting for 42.73% of Indonesia's total exports. This suspension is projected to impact China's thermal coal supply by 5.3%, increasing inventory pressure on power plants in Southeast China. Additionally, there are reports of rising coal prices domestically [6]. Precious Metals Market - The precious metals sector opened with a rebound but later turned negative, with companies like Zijin Mining and Hunan Gold experiencing declines. The National Investment Silver LOF resumed trading and hit the daily limit down, with a latest premium rate of 64.6%. After significant drops on January 30 and February 2, spot gold prices rebounded to over $5000, while spot silver reached $88 per ounce [7]. - Market sentiment remains volatile, with speculative funds showing significant movement. The geopolitical uncertainty surrounding US-Iran negotiations continues to pose risks. Overall, the precious metals market is influenced heavily by market emotions, with short-term volatility risks to be monitored, while long-term trends remain optimistic [7]. Individual Stock Highlights - Guizhou Moutai's stock rose over 2%, reaching a price above 1500 yuan for the first time since September 15, 2025 [8]. Hong Kong Market - The Hang Seng Technology Index fell over 2%, with many tech stocks in Hong Kong experiencing declines. Notable drops included Bilibili down over 4%, Tencent Holdings down over 3%, and other companies like Baidu, Lenovo, NetEase, Meituan, and Xiaomi all falling over 2% [9]. Cryptocurrency Market - The cryptocurrency market saw a collective downturn, with Bitcoin experiencing a high-level correction of nearly 40% [10].

Market Overview - The A-share market experienced a volatile decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2% during the session [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.62 trillion yuan, an increase of 116 billion yuan compared to the previous trading day [1] Sector Performance - The space photovoltaic concept saw a significant surge, with Zhonglai Co. hitting the daily limit up of 20% and Guosheng Technology achieving two consecutive limit-ups [3] - The coal sector rebounded collectively, with Yanzhou Coal, China Coal Energy, and Shanxi Black Cat all reaching the daily limit up [3] - The airport and shipping sectors strengthened, with China Eastern Airlines and Huaxia Airlines also hitting the daily limit up [3] - The real estate sector was active, with Rong'an Real Estate and Caixin Development reaching the daily limit up [3] - The hydrogen energy concept experienced a rapid rise, with Beijing Capital and Zhiyuan New Energy hitting the daily limit up [3] Declining Sectors - The precious metals sector opened high but fell back, with Zhaojin Mining and Sichuan Gold experiencing significant declines [3] - The AI application sector saw a collective downturn, with Yili Media hitting the daily limit down [3] Closing Summary - By the end of the trading session, the Shenzhen Component Index fell by 0.92%, and the ChiNext Index dropped by 1.74% [3]

Core Viewpoint - The hydrogen energy sector experienced a significant surge in stock prices, with multiple companies reaching their daily limit up, indicating strong market interest and potential growth in the industry [1]. Group 1: Stock Performance - Companies such as Jingcheng Co., Shenghui Technology, Meijing Energy, Zhiyuan New Energy, and Huadian Technology saw their stock prices increase significantly, with Jingcheng Co. rising by 9.97% to 13.46 and Shenghui Technology increasing by 19.95% to 9.98 [2]. - The trading volume for these stocks was notable, with Jingcheng Co. having a turnover rate of 4.31% and Shenghui Technology at 16.40%, indicating active investor interest [2]. Group 2: Policy and Industry Support - The Ministry of Industry and Information Technology held a meeting on February 3, emphasizing the need to leverage the new national system to promote breakthroughs in hydrogen energy and other fields, aiming for large-scale application demonstrations of new technologies and products [3]. - The National Energy Administration announced plans to enhance policy support and strengthen core technology development for hydrogen energy during the 14th Five-Year Plan period, aiming to establish a robust standard certification system and foster international cooperation [3]. Group 3: Industry Outlook - The hydrogen energy sector is expected to see significant growth during the 14th Five-Year Plan, with renewable energy hydrogen production capacity projected to exceed 250,000 tons per year by the end of 2025, potentially doubling during this period [4]. - By 2050, hydrogen is anticipated to account for approximately 10% of China's energy system, with a demand of nearly 60 million tons and an annual economic output exceeding 10 trillion yuan, alongside the establishment of over 10,000 hydrogen refueling stations [4]. - The transition from technology cost reduction to scale cost reduction is underway, with decreasing costs for green electricity and electrolyzer technology contributing to improved economic viability for hydrogen production [4][5].

Group 1 - The hydrogen energy sector is showing active performance, with significant stock movements in related companies [1] - Jingcheng Shares reached the daily limit increase, indicating strong investor interest [1] - Hupu Shares increased by over 9%, reflecting positive market sentiment towards hydrogen energy stocks [1] Group 2 - Other companies in the sector, including Zhiyuan New Energy, Yihua Tong, and Meijin Energy, also experienced stock price increases, suggesting a broader trend in the hydrogen energy market [1]

Group 1 - The core viewpoint of the article highlights that Beijing Humanoid Robot Innovation Center has successfully completed its first round of market financing exceeding 700 million yuan, marking a significant step towards market-oriented operations and industrialization [1] - The financing round attracted several well-known investment institutions, including Beijing Artificial Intelligence Industry Investment Fund and Baidu, indicating strong confidence in the center's potential [1] - Established in 2023, the center aims to create a world-class innovation platform for embodied intelligent robots and has been recognized as a "National Local Co-built Innovation Center for Embodied Intelligent Robots" [1] Group 2 - Beijing Humanoid has achieved significant technological milestones, including winning the first-ever half marathon for humanoid robots and excelling in various competitions, showcasing its advanced capabilities in motion control and autonomous decision-making [2][6] - The center has developed mature and replicable solutions for core sectors such as special operations, industrial manufacturing, and commercial services, establishing a solid technical foundation for complex applications [6] - The recent financing will focus on the iterative development and large-scale promotion of two core platform technologies, "Embodied Tiangong" and "Wisdom Open Object," aiming to enhance the autonomy and usability of humanoid robots [7]

Group 1 - The State Intellectual Property Office of China has granted a patent titled "Filter Assembly, Indoor Unit, and Air Conditioner" to Ningbo Aux Electric Co., Ltd. and Aux Air Conditioning Co., Ltd., with the announcement number CN119468329B and application date of July 2023 [1] - Ningbo Aux Electric Co., Ltd. was established in 2003, located in Ningbo, and primarily engages in general equipment manufacturing, with a registered capital of 1.35 billion RMB [1] - The company has invested in 18 enterprises, participated in 218 bidding projects, and holds 427 trademark records and 5,000 patent records, along with 16 administrative licenses [1] Group 2 - Aux Air Conditioning Co., Ltd. was founded in 2016, also located in Ningbo, focusing on other manufacturing sectors, with a registered capital of approximately 2.43 billion RMB [1] - The company has invested in 4 enterprises, participated in 808 bidding projects, and possesses 13 trademark records and 5,000 patent records, in addition to 9 administrative licenses [1]

Group 1 - Hydrogen energy concept stocks experienced a significant surge in the afternoon, with Huadian Technology reaching a limit-up price [1] - Hupu Co., Ltd. saw an increase of over 10% in its stock price [1] - Other companies such as Meijin Energy, Jingcheng Shares, Zhiyuan New Energy, and Yihua Tong also followed the upward trend [1]

（文章来源：每日经济新闻） 每经AI快讯，京城机电股份(00187.HK)跌超4%，截至发稿跌4.4%，报4.13港元，成交额2163.85万港 元。 ...