| 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: | 創科實業有限公司 | | | | 呈交日期: | 2026年2月3日 | | | | I. 法定/註冊股本變動 | 不適用 | | | FF301 第 1 頁 共 10 頁 v 1.2.0 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 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 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) 00669 說明 已發行股份（不包括庫存股份）數目 庫存股份數目 已發行股份總數 上月底結存 1,829,209,941 0 1,829,209,941 增加 / 減少 (-) 0 0 本月底結存 1,829,209,941 0 1,829,209,941 足夠公眾持股量的確認(註4) | 根據《主板上市規則》第13.32D(1)條或第19A.28D(1)條 / 《GEM上市規則》第17.3 ...

Core Viewpoint - Morgan Stanley identifies Techtronic Industries (00699) as a top pick for 2026, citing a resurgence in the electric tools industry driven by normalized supply chains, favorable interest rate cycles, and company-specific catalysts [1] Group 1: Industry Outlook - The electric tools sector is expected to outperform the market for the remainder of the year as attention shifts back to growth potential [1] - The channel destocking cycle in the industry is nearing completion, with strong pricing power maintained [1] - Industry consolidation is accelerating, benefiting large brand suppliers [1] Group 2: Company-Specific Insights - Revenue growth for the Milwaukee brand is anticipated to accelerate due to rapid expansion of the total addressable market (TAM) [1] - Following the exit from Walmart's HART brand, the company will refocus on consumer business, particularly the Ryobi brand at Home Depot [1] - The impact of supply chain migration on the industry is largely over, with a noticeable recovery in both professional and DIY demand [1]

Core Viewpoint - Morgan Stanley identifies Techtronic Industries (00699) as a top pick for 2026, citing a return to growth in the power tools industry driven by supply chain normalization, favorable interest rate cycles, and company-specific catalysts [1] Group 1: Industry Outlook - The power tools industry is expected to outperform the market for the remainder of the year as attention shifts back to growth potential [1] - The channel destocking cycle in the industry is nearing completion, with strong pricing power maintained [1] - The impact of supply chain migration on the industry is largely over, and both professional and DIY demand are showing clear signs of recovery [1] Group 2: Company-Specific Insights - Revenue growth for the Milwaukee brand is anticipated to accelerate due to the rapid expansion of the total addressable market (TAM) [1] - Following the exit from Walmart's HART brand, the company will refocus on consumer business, particularly the Ryobi brand at Home Depot [1] - The industry consolidation is accelerating, benefiting large brand suppliers [1]

Core Viewpoint - The article highlights that Techtronic Industries (00669) is experiencing a stock price increase of over 4%, driven by positive market sentiment and favorable industry conditions as reported by JPMorgan [1] Company Summary - JPMorgan has identified Techtronic Industries as one of its top picks for 2026, citing a recovery in the power tools industry due to normalization of supply chains and inventory adjustments, favorable interest rate cycles, and company-specific catalysts [1] - The firm anticipates a resurgence in revenue growth for the Milwaukee brand, driven by a rapidly expanding total addressable market (TAM) [1] - Following the exit from Walmart's HART brand, the company plans to refocus on its consumer business, particularly the Ryobi brand at Home Depot [1] Industry Summary - The power tools industry is expected to outperform the market for the remainder of the year as attention shifts back to growth potential [1] - Industry channel destocking cycles are nearing completion, with strong pricing power maintained and accelerated consolidation benefiting large brand suppliers [1] - The impact of supply chain migration on the industry is largely over, with a noticeable recovery in both professional and DIY demand [1]

Core Viewpoint - The article highlights that Techtronic Industries (00669) is experiencing a stock price increase of over 4%, driven by positive market sentiment and favorable industry conditions as outlined by Morgan Stanley's report, which identifies the company as a top pick for 2026 [1] Group 1: Company Performance - Techtronic Industries' stock rose by 4.16%, reaching HKD 102.6, with a trading volume of HKD 243 million [1] - Morgan Stanley anticipates a resurgence in revenue growth for the Milwaukee brand due to the rapid expansion of the total addressable market (TAM) [1] Group 2: Industry Trends - The electric tools industry is reportedly returning to a growth trajectory, supported by factors such as normalization of supply chains and inventory adjustments, a more favorable interest rate cycle, and company-specific catalysts [1] - The channel destocking cycle in the industry is nearing completion, with strong pricing power and accelerated industry consolidation benefiting large brand suppliers [1] - Demand for both professional and DIY products is showing a significant recovery, indicating a positive outlook for the industry [1]

Core Viewpoint - Morgan Stanley identifies Techtronic Industries as a top stock pick for 2026, maintaining an "overweight" rating with a target price of HKD 136, citing a return to growth in the power tools industry driven by supply chain normalization, favorable interest rate cycles, and company-specific catalysts [1] Group 1: Industry Insights - The power tools industry is expected to re-enter a growth trajectory, influenced by the normalization of supply chains and inventory adjustments [1] - The total addressable market (TAM) for the industry is rapidly expanding, which is anticipated to accelerate revenue growth for the Milwaukee brand [1] Group 2: Company-Specific Developments - Techtronic Industries is refocusing on its consumer business after exiting the HART brand at Walmart, particularly emphasizing the Ryobi brand at Home Depot [1]

Group 1 - The core point of the article is that American Capital Group has increased its stake in Techtronic Industries (00669) by acquiring 2.683875 million shares at a price of HKD 94.9678 per share, totaling approximately HKD 255 million [1] - After the acquisition, American Capital Group's total shareholding in Techtronic Industries is approximately 92.052 million shares, representing a holding percentage of 5.03% [1]

Group 1 - The Capital Group Companies, Inc. increased its stake in Techtronic Industries Co. Ltd. (00669.HK) by purchasing 2.6839 million shares at an average price of HKD 94.9678 per share, totaling approximately HKD 255 million [1] - Following the acquisition, The Capital Group's total shareholding in Techtronic Industries rose to 92,051,983 shares, increasing its ownership percentage from 4.89% to 5.03% [1]

Core Viewpoint - American Capital Group increased its stake in Techtronic Industries (00669) by acquiring 2.683875 million shares at a price of HKD 94.9678 per share, totaling approximately HKD 255 million, resulting in a new holding of about 92.052 million shares, representing 5.03% ownership [1] Group 1 - American Capital Group's recent purchase of shares indicates a bullish sentiment towards Techtronic Industries [1] - The total investment made by American Capital Group amounts to approximately HKD 255 million [1] - Following the acquisition, American Capital Group's total shareholding in Techtronic Industries is now approximately 92.052 million shares [1]

Group 1 - The core point of the article is that American Capital Group has increased its stake in Techtronic Industries (00669) by acquiring 2.683875 million shares at a price of 94.9678 HKD per share, totaling approximately 255 million HKD [1] - After the acquisition, American Capital Group's total shareholding in Techtronic Industries is approximately 92.052 million shares, representing a holding percentage of 5.03% [1]