Market Overview - The battery sector increased by 1.4% compared to the previous trading day, with Huazi Technology leading the gains [1] - The Shanghai Composite Index closed at 4067.74, up 1.29%, while the Shenzhen Component Index closed at 14127.1, up 2.19% [1] Individual Stock Performance - Huazi Technology (300490) closed at 16.94, up 10.36% with a trading volume of 515,900 shares and a transaction value of 855 million [1] - Anfu Technology (603031) closed at 55.65, up 10.00% with a trading volume of 115,800 shares [1] - Yinghe Technology (300457) closed at 29.30, up 9.45% with a trading volume of 305,000 shares [1] - Honggong Technology (301662) closed at 178.80, up 8.54% with a trading volume of 15,700 shares [1] - Manns Tech (301325) closed at 52.70, up 8.10% with a trading volume of 58,000 shares [1] - Haike Xina (301292) closed at 54.15, up 7.87% with a trading volume of 129,300 shares [1] - Xianhui Technology (688155) closed at 97.98, up 7.67% with a trading volume of 50,300 shares [1] - Xian Dao Intelligent (300450) closed at 59.92, up 7.56% with a trading volume of 942,300 shares [1] - Keda Li (002850) closed at 4162.00, up 6.78% with a trading volume of 118,200 shares [1] - Wanrun New Energy (688275) closed at 77.99, up 6.69% with a trading volume of 62,100 shares [1] Capital Flow Analysis - The battery sector saw a net inflow of 508 million from institutional investors, while retail investors contributed a net inflow of 594 million [2] - Retail investors experienced a net outflow of 1.1 billion, indicating a mixed sentiment in the market [2] Detailed Capital Flow for Selected Stocks - Xian Dao Intelligent (300450) had a net inflow of 3.80 billion from institutional investors, but a net outflow of 2.50 billion from retail investors [3] - Tianhua New Energy (300390) saw a net inflow of 1.33 billion from institutional investors, with retail investors experiencing a net outflow of 765.46 million [3] - Anfu Technology (603031) had a net inflow of 631.24 million from institutional investors, while retail investors faced a net outflow of 571.16 million [3] - Keda Li (002850) recorded a net inflow of 503.07 million from institutional investors, with retail investors seeing a net outflow of 617.04 million [3]

Core Viewpoint - The data indicates significant capital inflows into various stocks, highlighting potential investment opportunities in specific sectors such as communication equipment, internet services, and consumer electronics [1][2][3]. Group 1: Stock Performance and Capital Inflows - Aerospace Development saw a capital inflow of 1.893 billion, with a price increase of 9.99% [2] - Huasheng Tiancheng experienced a capital inflow of 1.676 billion, with a price increase of 10.01% [2] - Kweichow Moutai had a capital inflow of 1.137 billion, with a price increase of 3.08% [2] - Hailanxin recorded a capital inflow of 1.063 billion, with a price increase of 14.64% [2] - Tongyu Communication had a capital inflow of 1.029 billion, with a price increase of 10% [2] - Yongding Co. saw a capital inflow of 810 million, with a price increase of 7.51% [2] - Yanshan Technology had a capital inflow of 809 million, with a price increase of 4.07% [2] - Xinyi Communication recorded a capital inflow of 734 million, with a price increase of 9.47% [2] - Zhejiang Wenhu Interconnect had a capital inflow of 719 million, with a price increase of 9.99% [2] - Hongbaoli saw a capital inflow of 679 million, with a price increase of 10.04% [2] - Julisi saw a capital inflow of 672 million, with a price increase of 10.03% [3] - Sanhua Intelligent Control had a capital inflow of 620 million, with a price increase of 2.56% [3] - China Shipbuilding recorded a capital inflow of 594 million, with a price increase of 4.38% [3] - Shenjian Co. saw a capital inflow of 568 million, with a price increase of 10.04% [3] - Tianfu Communication had a capital inflow of 566 million, with a price increase of 13.91% [3] - Sany Heavy Industry recorded a capital inflow of 492 million, with a price increase of 6.74% [3] - Goldwind Technology saw a capital inflow of 474 million, with a price increase of 5.11% [3] - Wangsu Science & Technology had a capital inflow of 459 million, with a price increase of 10.13% [3] - Xian Dao Intelligent recorded a capital inflow of 445 million, with a price increase of 7.41% [3] - Zhongheng Electric saw a capital inflow of 429 million, with a price increase of 10.01% [3]

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, indicating strong investor interest and potential market trends. Group 1: Stock Performance and Capital Inflow - The top stock by capital inflow is Huasheng Tiancai, with an inflow of 1.511 billion yuan and a price increase of 10.01% [1][2] - Tongyu Communication follows with an inflow of 903 million yuan and a price increase of 10% [1][2] - Xunwei Communication has an inflow of 689 million yuan and a price increase of 6.52% [1][2] - Yongding Co., Ltd. saw an inflow of 676 million yuan with a price increase of 5.82% [1][2] - Zhejiang Wenlian has an inflow of 643 million yuan and a price increase of 9.99% [1][2] - Ju Li Suoju experienced an inflow of 600 million yuan and a price increase of 10.03% [1][2] - Hong Baoli had an inflow of 596 million yuan with a price increase of 10.04% [1][2] - Kweichow Moutai attracted an inflow of 479 million yuan and a price increase of 1.61% [1][2] - Tianfu Communication saw an inflow of 458 million yuan with a price increase of 7.34% [1][2] - Hailanxin had an inflow of 420 million yuan and a price increase of 14.23% [1][2] Group 2: Additional Stock Insights - Yuxian Intelligent had an inflow of 377 million yuan with a price increase of 4.83% [3] - Tebian Electric experienced an inflow of 353 million yuan and a price increase of 1.41% [3] - Qian Zhao Optoelectronics saw an inflow of 334 million yuan with a price increase of 8.25% [3] - Huagong Technology had an inflow of 322 million yuan and a price increase of 2.53% [3] - Goldwind Technology attracted an inflow of 277 million yuan with a price increase of 4.25% [3] - China Shipbuilding saw an inflow of 271 million yuan and a price increase of 2.05% [3] - China Ping An had an inflow of 263 million yuan with a price increase of 0.41% [3] - Dongfang Lithium Industry experienced an inflow of 252 million yuan and a price increase of 10.01% [3] - Aviation Power had an inflow of 249 million yuan with a price increase of 7.69% [3]

证券代码：300450 证券简称：先导智能 公告编号：2026-009 无锡先导智能装备股份有限公司 关于刊发 H 股招股说明书、H 股发行价格上限及 H 股香港公开发售等事宜的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或者重大遗漏。 无锡先导智能装备股份有限公司（以下简称"公司"）正在进行申请发行境 外上市股份（H 股）并在香港联合交易所有限公司（以下简称"香港联交所"） 主板挂牌上市（以下简称"本次发行上市"）的相关工作。 2025 年 2 月 25 日，公司向香港联交所递交了本次发行上市的申请，并于同 日在香港联交所网站刊登了本次发行上市的申请资料。按照本次发行上市的时间 安排并根据香港联交所的相关规定，公司于 2025 年 8 月 26 日更新递交了本次发 行上市的申请，并于同日在香港联交所网站刊登了申请资料。具体内容详见公司 分别于 2025 年 2 月 26 日、2025 年 8 月 27 日在巨潮资讯网（www.cninfo.com.cn） 及指定媒体披露的《关于向香港联交所递交 H 股发行并上市申请并刊发申请资 料的公告》（公告编号：2025-0 ...

格隆汇2月3日｜先导智能(0470.HK)发布公告，公司拟全球发售9361.6万股H股，中国香港发售股份 936.16万股，国际发售股份8425.44万股(以上可予重新分配及视乎发售量调整权及超额配股权行使与否 而定)；2026年2月3日至2月6日招股，预期定价日为2月9日；发售价将不高于每股发售股份45.80港元， H股的每手买卖单位将为100股，中信证券及摩根大通为联席保荐人；预期H股将于2026年2月11日开始 于联交所买卖。 ...

Core Viewpoint - The company, Xian Dao Intelligent (300450), is set to launch an IPO for 93.616 million H-shares, with a maximum price of HKD 45.80 per share, aiming to raise approximately HKD 4.166 billion for global expansion and R&D initiatives [1][4]. Group 1: Company Overview - The company specializes in intelligent equipment, providing solutions across various emerging industries, including lithium batteries, photovoltaic cells, and smart logistics [1]. - It has established a strong market position in the new energy sector, being the second-largest supplier of new energy intelligent equipment globally, with a market share of 2.9% [2]. Group 2: Financial Performance - The company's revenue has shown volatility, with figures of RMB 138.361 billion, RMB 164.833 billion, RMB 117.734 billion, RMB 90.384 billion, and RMB 103.875 billion for the years ending December 31 from 2022 to 2024, and for the nine months ending September 30, 2025 [3]. - Net profit for the same periods was RMB 23.181 billion, RMB 17.708 billion, RMB 2.68 billion, RMB 5.87 billion, and RMB 11.613 billion, indicating a significant decline in 2024 due to weak downstream industry performance [3]. Group 3: Use of Proceeds - Approximately 40% of the net proceeds from the IPO will be allocated to expanding the global R&D, sales, and service network, while 30% will focus on enhancing the company's platform strategy [4]. - The company plans to invest 10% in optimizing product design and manufacturing processes to improve performance and reduce energy consumption [4]. Group 4: Strategic Partnerships - The company has secured cornerstone investment agreements totaling approximately USD 275 million, with notable investors including Oaktree Capital Management and Morgan Stanley [5].

智通财经APP讯，先导智能(00470)于2026年2月3日-2月6日招股，拟全球发售9361.6万股H股，香港公开 发售占约10.0%，国际发售占约90.0%，另有约15%超额配股权。发售价将不高于每股发售股份45.80港 元，每手100股，预期H股将于2026年2月11日上午九时正开始在联交所买卖。 据悉，该公司是智能装备企业，为众多新兴产业提供智能装备及解决方案。该公司所交付的制造装备及 解决方案广泛分布于锂电池、光伏电池以及电脑、通信及消费电子产品(3C)制造、智能物流、制氢及燃 料电池生产、汽车制造及激光精密加工等多元应用领域。该公司的智能装备已配备工业控制软件，能精 简多种生产工艺，助力客户向高自动化无人工厂转型，以进一步降低人工成本、提升生产效率，以及推 动其实现绿色主张。例如，透过深度集成数据驱动算法、数字孪生模拟及动态调度优化软件，该公司已 开发为客户智能生产方案赋能的无人智能物流装备，推动建立"无人工厂"及"智能工厂"。 假设发售量调整权及超额配股权未获行使，全球发售所得款项净额约41.66亿港元。其中，约40%将用 于扩大全球研发、销售及服务网络以及选择性实施战略举措，以作为公司全球化战 ...

格隆汇2月3日丨先导智能(00470.HK)发布公告，公司拟全球发售9361.6万股H股，中国香港发售股份 936.16万股，国际发售股份8425.44万股(以上可予重新分配及视乎发售量调整权及超额配股权行使与否 而定)；2026年2月3日至2月6日招股，预期定价日为2月9日；发售价将不高于每股发售股份45.80港元， H股的每手买卖单位将为100股，中信证券及摩根大通为联席保荐人；预期H股将于2026年2月11日开始 于联交所买卖。 公司已订立基石投资协议，据此，基石投资者已同意在遵守若干条件的情况下，按发售价认购或促使其 指定实体认购可购入的发售股份有关数目，总金额约为2.75亿美元(或约21.44亿港元)。基于发售价每股 发售股份45.80港元(即最高发售价)计算，基石投资者将认购的发售股份总数为4680.66万股。基石投资 者包括Oaktree Capital Management, L.P.("Oaktree")、Pinpoint Asset Management Limited("Pinpoint")、 Aspex Master Fund("AMF")、MY Asian Opportunities ...

Group 1 - The company, Xian Dao Intelligent (00470.HK), plans to globally offer 93.616 million H-shares, with 9.3616 million shares available for sale in Hong Kong and 84.2544 million shares for international sale, subject to reallocation and adjustments based on demand and over-allotment options [1] - The subscription period for the shares is from February 3 to February 6, 2026, with the expected pricing date on February 9, 2026 [1] - The offering price will not exceed HKD 45.80 per share, and the trading unit for H-shares will be 100 shares, with CITIC Securities and JPMorgan serving as joint sponsors [1] - H-shares are expected to commence trading on the Hong Kong Stock Exchange on February 11, 2026 [1]

Group 1: Company Developments - XianDao Intelligent has achieved mass production and bulk delivery of its 0BB stringer machine, which is a core incremental device for p-type HJT solar cells, with a maximum capacity of 11,000 half-cells per hour [1] - LimX Dynamics has completed a $200 million Series B financing round, with investors including UAE's Leishi Capital and JD.com, among others [3] - WoFei ChangKong announced the completion of nearly 1 billion RMB in a new financing round, aimed at finalizing certification for its AE200 series and establishing a global headquarters [4] - DeepMind has secured $60 million in a new financing round, with funds primarily allocated for upgrading its core technology system [5] - SDIC has made significant technological breakthroughs in its core high-end products, including OCA optical adhesive and MLCC release film, entering a stable mass supply phase [6] Group 2: Industry Trends - The penetration rate of new energy heavy trucks in China has surpassed 50%, with a total sales volume of 231,100 units projected for 2025, marking a 182% year-on-year increase [7] - China's shipbuilding industry is expected to lead globally in three major indicators by 2025, with a completion volume of 53.69 million deadweight tons, accounting for 56.1% of the global market [8]