此次世盟股份的成功上市，是集团在"产业+资本"双轮驱动战略下的又一重要成果，彰显了集团在物流 与供应链赛道的前瞻布局与精准投资能力，亦为公司所有股东创造价值。未来，集团将继续坚定推 进"产业+资本"双轮驱动战略，深化产业投资布局，进一步提升长期增长潜力，为公司全体股东持续创 造回报。 首程控股(00697)发布公告，集团所属首程资本旗下公司(公司的全资附属公司)所管理的基金，于2021年 3月投资的世盟供应链管理股份有限公司(世盟股份（001220），股份代号：001220.SZ)，已于2026年2 月3日在深圳证券交易所主板完成首次公开发行股票并正式上市。 世盟股份是一家领先的综合物流企业，专注于为跨国制造企业提供定制化、一体化及嵌入式的供应链物 流解决方案。本次上市所募资金将助力世盟股份进一步强化综合运输网络布局与运营能力，提升物流及 仓储服务水平，增强信息系统的时效性与准确性，从而持续扩大世盟股份市场份额，推动业绩实现稳健 增长。 ...

Core Viewpoint - The successful IPO of Shimon Supply Chain Management Co., Ltd. marks a significant achievement for the company under its "industry + capital" dual-drive strategy, enhancing its market position and growth potential [1] Group 1: Company Overview - Shimon Supply Chain Management Co., Ltd. is a leading integrated logistics enterprise focused on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing companies [1] - The company completed its initial public offering on February 3, 2026, on the Shenzhen Stock Exchange [1] Group 2: Financial Implications - The funds raised from the IPO will strengthen Shimon's comprehensive transportation network layout and operational capabilities, improve logistics and warehousing service levels, and enhance the timeliness and accuracy of its information systems [1] - This will enable Shimon to continuously expand its market share and drive steady growth in performance [1] Group 3: Strategic Direction - The IPO is a testament to the group's forward-looking layout and precise investment capabilities in the logistics and supply chain sector [1] - The company plans to continue advancing its "industry + capital" dual-drive strategy, deepening its industrial investment layout to enhance long-term growth potential and create sustained returns for all shareholders [1]

Core Viewpoint - The successful IPO of Shimon Supply Chain Management Co., Ltd. marks a significant achievement for the company under its "industry + capital" dual-drive strategy, enhancing its market position and growth potential [1] Group 1: Company Overview - Shimon Supply Chain Management Co., Ltd. is a leading integrated logistics enterprise focused on providing customized, integrated, and embedded supply chain logistics solutions for multinational manufacturing companies [1] - The company completed its initial public offering on the Shenzhen Stock Exchange on February 3, 2026, after an investment by Shoucheng Capital in March 2021 [1] Group 2: Financial Implications - The funds raised from the IPO will strengthen Shimon's comprehensive transportation network and operational capabilities, improve logistics and warehousing service levels, and enhance the timeliness and accuracy of its information systems [1] - This will enable Shimon to continuously expand its market share and drive steady growth in performance [1] Group 3: Strategic Direction - The IPO is a testament to the company's forward-looking layout and precise investment capabilities in the logistics and supply chain sector [1] - The company plans to continue advancing its "industry + capital" dual-drive strategy, deepening its industrial investment layout to enhance long-term growth potential and create ongoing returns for all shareholders [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全 部或任何部份內容 而産生或因倚賴該等內容而引致的任何損失承擔任何責任。 本公司董事會欣然宣佈，本集團所屬首程資本旗下公司（本公司之全資附屬公司）所管 理的基金，於2021年3月投資的世盟供應鏈管理股份有限公司（「世盟股份」，股份代 號：001220.SZ），已於2026年2月3日在深圳證券交易所（「深交所」）主板完成首次 公開發行股票並正式上市。 世盟股份是一家領先的綜合物流企業，專注於為跨國製造企業提供定制化、一體化及嵌 入式的供應鏈物流解決方案。本次上市所募資金將助力世盟股份進一步強化綜合運輸網 絡佈局與運營能力，提升物流及倉儲服務水平，增強信息系統的時效性與準確性，從而 持續擴大世盟股份市場份額，推動業績實現穩健增長。 此次世盟股份的成功上市，是本集團在「產業+資本」雙輪驅動戰略下的又一重要成果， 彰顯了本集團在物流與供應鏈賽道的前瞻佈局與精準投資能力，亦為本公司所有股東創 造價值。未來，本集團將繼續堅定推進「產業+資本」雙輪驅動戰略，深化產業投資佈 局，進一步提升 ...

股权流动性匮乏正成为中小险企发展路上的"拦路虎"，司法拍卖市场的冷淡表现尤为直观。记者从阿里 拍卖平台获悉，1月23日，广西平铝集团所持北部湾财险6%股权(9000万股)的二次拍卖正式落幕，该股 权拆分两笔竞拍，合计起拍价1.25亿元，全程无投资者报名，这是继2025年底首拍流拍后再度遇冷。 近年来，部分中小险企股权屡遭流拍，叠加股权质押风险显现、增资扩股进展放缓等挑战，折射出行业 资源向头部机构集中、中小险企生存空间收窄的现实。在监管强化资本约束及投资者观望态度下，如何 破解资本困局、重塑生存能力，成为中小险企需要应对的难题。 优质股权溢价与中小险企遇冷 当前，保险机构股权交易市场的分化态势愈发明显，头部机构与中小险企的股权估值、流动性呈现明显 差异。 1月16日，广西远辰投资集团所持阳光保险1亿股内资股在阿里资产司法拍卖平台完成二次成交，由首程 控股全资子公司北京首源欣荣投资有限公司以4.41亿元竞得，该价格较阳光保险港股收盘价折合人民币 后的价格溢价约18%，展现出市场对优质保险资产的认可。竞买方首程控股长期聚焦基础设施资产运营 与资产融通业务，与阳光保险早有业务合作基础。此次司法拍卖也被市场视为双方既 ...

Core Insights - The report highlights a positive outlook for the Hong Kong stock market, with the Hang Seng Index showing short-term support around 26,000 points, driven by anticipated policy actions in mainland China and a strong performance in AI-related sectors [3][4] - The Macau gaming sector is expected to benefit from higher-than-expected January gaming revenue, with the upcoming Spring Festival acting as a catalyst for growth [4] - The report notes a significant increase in China's manufacturing PMI to 50.3 in January, indicating improved economic conditions and a potential boost in production and employment [8] Market Review - The Hang Seng Index experienced a decline, closing at 26,775 points, down 2.2%, with a trading volume of 347.9 billion [6] - The report mentions that despite geopolitical uncertainties affecting risk appetite, the AI sector remains robust, supporting market activity [3][6] Sector Focus - The Macau gaming stocks are highlighted as a sector with strong potential due to favorable revenue trends and seasonal demand [4] - The report indicates that the memory interconnect chip market is projected to grow at a compound annual growth rate of 27.4% from 2024 to 2030, with a leading market share of 36.8% held by a specific group [6] Economic Indicators - China's insurance industry is projected to see a 7.4% increase in premium income by 2025, reaching 6.12 trillion yuan [9] - The report discusses the anticipated growth in the new energy heavy truck market, with sales expected to increase by 182% in 2025 [10] - The report also notes that the new energy sector accounted for 97.1% of the total increase in electricity consumption in China, highlighting its growing importance [10]

Group 1 - The company, 首程控股, announced a share buyback of 4.55 million shares at a cost of HKD 9.0861 million on February 2, 2026 [1]

格隆汇2月2日丨首程控股(00697.HK)发布公告，2026年2月2日耗资908.6万港元回购455万股，回购价格 每股1.98-2.04港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 首程控股有限公司 呈交日期： 2026年2月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...

Core Viewpoint - The investment by the company in the China Nuclear Clean Energy REIT is a significant step towards the revaluation and revitalization of high-quality clean energy infrastructure assets, contributing to the high-quality development of the clean energy industry and the improvement of the green finance system [1] Group 1: Investment Details - The company’s subsidiary, Shoucheng Jicheng, has participated in the investment of the China Nuclear Clean Energy Closed-End Infrastructure Securities Investment Fund [1] - The underlying asset of the REIT is the Bopona Hydropower Station in Xinjiang, which is the largest operational hydropower project in the Hotan region in terms of installed capacity and annual power generation [1] Group 2: Strategic Importance - The successful listing of the China Nuclear Clean Energy REIT represents an innovative practice in implementing the national REITs strategy and the "dual carbon" policy, serving as a model for market mechanisms that allow social capital to participate in green energy infrastructure construction [1] - The company plans to continue increasing its investment in China's smart infrastructure asset sector, leveraging its first-mover advantage in the REITs field and collaborating with leading industry players to create a closed-loop management service for the entire lifecycle of smart infrastructure assets [1]