第 1 頁 共 8 頁 v 1.3.0 | 2). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 2,000 | 0.0004 % | HKD | 21.64 | | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 由於合資格參與者根據本公司於2021年6月25日採納的購股權計劃行 | | | | | | | 使購股權，本公司於2026年1月23日發行普通股 | | | | | | | 變動日期 2026年1月23日 | | | | | | 3). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 1,600 | 0.0003 % | HKD | 25.86 | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 由於合資格參與者根據本公司於2021年6月25日採納的購股權計劃行 | | | | | | | 使購股權，本公司於2026年1月23日發行普通股 | | | | | | | 變動日期 2026年1月23日 | | | | | | 4) ...

Group 1 - The core viewpoint of the article highlights a rebound in AI application concept stocks, particularly in the software and media sectors, with the Media ETF Huaxia (516190.SH) rising over 1% after a maximum drawdown of 11% from its peak [1] - Popular stocks include Liao Co., which saw its first trading day after two consecutive limit-downs, dropping 2% by 10:00, while Yidian Tianxia rose over 1% and Yingli Media increased by over 5% [1] - The Media ETF Huaxia (516190.SH) holdings show Zhejiang Wenlian hitting the daily limit, with a year-to-date increase of over 50%, alongside other stocks like Xinhua Net, Shenguang Group, Visual China, Oriental Pearl, and Tianxia Show also rising [1] Group 2 - Guosen Securities expresses optimism about GEO (AI-generated engine optimization) reshaping the traffic and content service ecosystem, accelerating the commercialization of AI applications, and suggests seizing investment opportunities in the media sector driven by AI, which is expected to enhance the overall valuation of the sector [1] - Key leaders in AI application-related subfields to watch include: 1) AI marketing: Zhejiang Wenlian, Huimai Technology [1] 2) AI corpus: Zhejiang Shuju Culture, Chinese Online [1] 3) AI comic drama: Chinese Online, Kunlun Wanwei, Bilibili [1] 4) Gaming and publishing sectors with strong performance and valuation: gaming stocks to focus on include Giant Network, Gibit, Kaiying Network, Xindong Company, 37 Interactive, Shunwang Technology, and Shengtian Network; publishing stocks include People’s Daily Online, Xinhua Net, and Southern Media [1]

格隆汇1月22日丨心动公司(02400.HK)公告，1月22日耗资197.3万港元回购2.44万股。 ...

心动公司(02400)发布公告，于2026年1月22日，该公司斥资197.3万港元回购2.44万股。 ...

智通财经APP讯，心动公司(02400)发布公告，于2026年1月22日，该公司斥资197.3万港元回购2.44万 股。 ...

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： 心动有限公司 呈交日期： 2026年1月22日 FF305 FF305 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) | 02400 | 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 | | 已發行股份總數 | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件 ...

Investment Rating - The report maintains a strong recommendation for the gaming sector, particularly highlighting the performance of "Heart Town" in international markets [1][2]. Core Insights - The media industry has seen a 3.34% increase over the past week, ranking third among all sectors, and a 16.92% increase year-to-date, leading all sectors [1]. - The report emphasizes the potential of key companies in the gaming sector, with several titles showing significant performance improvements in international markets [1]. - The report identifies opportunities in the overseas and female-oriented gaming markets, projecting a 14.08% year-on-year increase in sales revenue for the Chinese market in the first half of 2025, reaching 168 billion yuan [1]. - AI applications are expected to continue influencing the gaming industry positively, enhancing production efficiency and creativity [1]. Summary by Sections Market Performance - The media sector's overall performance shows a 3.34% increase from January 12 to January 18, with the media index outperforming the Shanghai Composite Index [10][1]. - Key companies in the media sector have shown varied performance, with notable increases in stocks like Liou Co. and People's Daily [13]. Gaming Sector Highlights - "Heart Town" has topped the free charts in over 50 regions globally since its international launch on January 8, 2026, indicating strong overseas marketing capabilities [2]. - The gaming market in China is projected to reach 168 billion yuan in sales revenue in the first half of 2025, with a user base of 679 million [1]. - The report highlights the significant growth potential in the female gaming market, with a projected market size of 8 billion yuan in 2024, growing at a rate of 124.1% [1]. Company Performance - Key companies such as Century Huatong and Giant Network are expected to see significant revenue growth from new game launches and international expansions [1]. - The report notes that AI technology is enhancing game production and marketing efficiency, with companies like 37 Interactive Entertainment and Century Huatong investing in related technologies [1].

Group 1 - The top three companies with net inflow of southbound funds are SMIC (00981) with 458 million, Sanhua Intelligent Control (02050) with 405 million, and Hua Hong Semiconductor (01347) with 390 million [1] - The top three companies with net outflow of southbound funds are China Mobile (00941) with -601 million, UBTECH (09880) with -516 million, and Sanofi (01530) with -357 million [1] - In terms of net inflow ratio, Haitian Flavoring (03288) leads with 76.61%, followed by Southern Hong Kong Stock Connect (03432) with 62.50%, and CIMC (02039) with 59.57% [1] Group 2 - The top ten companies by net inflow include Tencent Holdings (00700) with 272 million and Alibaba-W (09988) with 263 million [2] - The top ten companies by net outflow include Meituan-W (03690) with -287 million and Bilibili-W (09626) with -242 million [2] - The top three companies with the highest net outflow ratio are Dekang Agriculture (02419) at -50.69%, Sanofi (01530) at -47.05%, and Jianfa International Group (01908) at -45.45% [3]

Group 1 - The company, Heartbeat (02400.HK), announced a share buyback on January 21, spending HKD 1.968 million to repurchase 24,400 shares [1]

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： 心动有限公司 呈交日期： 2026年1月21日 | 2). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 98 | 0.00002 % | HKD | 25.04 | | | --- | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | | 由於合資格參與者根據本公司於2021年6月25日採納的購股權計劃行 | | | | | | | | 使購股權，本公司於2026年1月21日發行普通股 | | | | | | | | 變動日期 2026年1月21日 | | | | | | | 3). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 3,069 | 0.0006 % | HKD | 25.86 | | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | | 由於合資格參與者根據本公司於2021 ...