热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 建滔系早盘走高，截至发稿，建滔积层板（01888）上涨10.99%，报18.69港元；建滔集团（00148）上 涨4.16%，报35.04港元。 责任编辑：卢昱君 建滔系早盘走高，截至发稿，建滔积层板（01888）上涨10.99%，报18.69港元；建滔集团（00148）上 涨4.16%，报35.04港元。 责任编辑：卢昱君 ...

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 | 2. 股份分類 | 優先股 | 股份類別 | 不適用 | | | 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 | | | 100 | HKD | | HKD | | 77,300,000 | | 增加 / 減少 (-) | | | | | | HKD | | | | 本月底結存 | | | 100 | HKD | | HKD | | 77,300,000 | 本月底法定/註冊股本總額： HKD 277,300,000 公司名稱: 建滔集團有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 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 ...

香港联交所最新数据显示，1月26日，FMR LLC减持建滔集团（00148）463.35万股，每股作价31.2782 港元，总金额约为1.45亿港元。减持后最新持股数目约为8739.61万股，最新持股比例为7.89%。 香港联交所最新数据显示，1月26日，FMR LLC减持建滔集团（00148）463.35万股，每股作价31.2782 港元，总金额约为1.45亿港元。减持后最新持股数目约为8739.61万股，最新持股比例为7.89%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 ...

Group 1 - FMR LLC reduced its stake in Kintor Pharmaceutical (00148.HK) by selling 4.6335 million shares at an average price of HKD 31.2782 per share, amounting to approximately HKD 145 million [1] - Following the sale, FMR LLC's total shareholding decreased to 87.39614 million shares, representing a reduction in ownership from 8.30% to 7.89% [1]

香港联交所最新数据显示，1月26日，FMR LLC减持建滔集团(00148)463.35万股，每股作价31.2782港 元，总金额约为1.45亿港元。减持后最新持股数目约为8739.61万股，最新持股比例为7.89%。 ...

智通财经APP获悉，香港联交所最新数据显示，1月26日，FMR LLC减持建滔集团(00148)463.35万股， 每股作价31.2782港元，总金额约为1.45亿港元。减持后最新持股数目约为8739.61万股，最新持股比例 为7.89%。 ...

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: 2025年12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: 建滔集團有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 | 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) | 00148 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 2,000,000,000 | HKD | | 0.1 | HKD | | 200,000,000 | | 2. 股份分類 | ...

Core Viewpoint - The article highlights the significant growth potential in the AI server market, particularly driven by Nvidia's upcoming product releases and the increasing capital expenditures from major AI and internet companies, which will benefit PCB suppliers like 建滔集团 [2][5]. Group 1: Company Performance - 建滔集团's stock price increased by nearly 5% during the trading session, closing up 3.60% at HKD 27.66, with a trading volume of HKD 63.35 million [2][5]. Group 2: Market Predictions - Market forecasts indicate that Nvidia's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, representing a year-on-year growth of 129% [2][5]. - The next-generation Vera Rubin 200 platform is anticipated to start shipping in the fourth quarter of next year [2][5]. Group 3: Technological Advancements - The Vera Rubin super chip, showcased by Nvidia's CEO Jensen Huang at the GTC conference, features a CPU codenamed Vera and two large Rubin GPUs [2][5]. - The RubinUltra NVL576 will utilize the Kyber architecture, incorporating orthogonal backplane technology, which replaces copper cables with multi-layer PCB boards for direct connections in Switchtray, Midplane, and CX9/CPX [2][5]. Group 4: Industry Insights - 湘财证券 suggests that the substantial capital expenditure plans from AI and internet giants will drive the continuous expansion of computing power clusters [2][5]. - The transition from copper cables to PCBs and the upgrade of PCB materials in the new server architecture will significantly enhance the value of PCBs per server [2][5]. - 建滔集团 is recognized as a leading supplier in the domestic PCB sector, leveraging a vertically integrated supply chain from chemical raw materials to copper-clad laminates and PCBs, covering all categories including single, double, multi-layer, and HDI [2][5].

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Kintor Pharmaceutical (00148), which rose nearly 5% to HKD 27.86, with a trading volume of HKD 62.02 million [1] - Market forecasts predict that NVIDIA's GB300 AI server cabinets are expected to ship 55,000 units next year, representing a year-on-year growth of 129% [1] - The next-generation Vera Rubin 200 platform is anticipated to begin shipping in the fourth quarter of next year, showcasing NVIDIA's advancements in AI technology [1] Group 2 - Xiangcai Securities believes that the substantial capital expenditure plans from major AI and internet companies will drive the continuous expansion of computing power clusters [1] - The new server architecture's shift from copper cables to PCB materials is expected to significantly enhance the value of PCBs per server [1] - Kintor Group is recognized as a leading supplier in the domestic PCB sector, with a vertically integrated supply chain covering chemical raw materials, copper-clad laminates, and PCBs across various categories [1]

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of Kintor Pharmaceutical (00148), which rose nearly 5% to HKD 27.86, with a trading volume of HKD 62.02 million [1] - Market forecasts predict that NVIDIA's GB300 AI server cabinet shipments are expected to reach 55,000 units next year, representing a year-on-year growth of 129% [1] - The next-generation Vera Rubin 200 platform is anticipated to begin shipping in the fourth quarter of next year, showcasing advancements in AI technology [1] Group 2 - Xiangcai Securities believes that the substantial capital expenditure plans from major AI and internet companies will drive the continuous expansion of computing clusters [1] - The new server architecture's shift from copper cables to PCB materials is expected to significantly enhance the value of PCBs per server [1] - Kintor Group is recognized as a leading supplier in the domestic PCB sector, leveraging a vertically integrated supply chain from chemical raw materials to copper-clad laminates and PCBs, covering a full range of products including single, double, multi-layer, and HDI [1]