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2月28日 狀態: 新提交 FF301 致：香港交易及結算所有限公司 公司名稱: 海天國際控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年3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) | 01882 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 5,000,000,000 | | HKD | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 HKD | | 500,000,000 | 本月底 ...

Investment Rating - The report maintains a rating of "Overweight" for the mechanical equipment industry [1] Core Insights - The report highlights investment opportunities in the AIDC and solar power sectors due to electricity shortages in North America, as well as historical opportunities in advanced packaging equipment for semiconductors [1][2][3][4] Summary by Sections Investment Recommendations - Recommended companies include: Northern Huachuang, SANY Heavy Industry, Zhongwei Company, Hengli Hydraulic, CIMC, Tuojing Technology, Haitian International, Bichu Electronics, Jingsheng Mechanical, Jereh, Zhejiang Dingli, Hangcha Group, Xianjin Intelligent, Changchuan Technology, Huace Detection, Anhui Helix, Jingce Electronics, Nuwei Co., Chip Source Micro, Green Harmonics, Haitian Precision, Hangke Technology, Yizhiming, New Lai Materials, and High Measurement Shares [1] Gas Turbine Sector - The report notes that President Trump encourages large companies to build their own power sources, which is expected to boost demand for natural gas power generation equipment. The domestic gas turbine industry is highlighted as having significant investment opportunities, particularly for companies like Jereh, Dongfang Electric, and Yingliu [2] Photovoltaic Equipment - The report emphasizes the growing demand for solar power in both terrestrial and space computing applications, with Tesla planning to expand its solar capacity significantly by 2028. Companies recommended in this sector include Maiwei Shares, Jingsheng Mechanical, High Measurement Shares, and Aotwei [3] Semiconductor Equipment - The report discusses the benefits for domestic equipment manufacturers due to rising tensions between China and Japan, which favor local alternatives. Companies like Changchuan Technology, Chip Source Micro, and Maiwei are highlighted as key players benefiting from this trend [4] PCB Equipment and Liquid Cooling - NVIDIA's strong performance is noted, with significant revenue growth indicating robust demand for computing power. The report suggests investment opportunities in the PCB and liquid cooling supply chains, recommending companies like Dazhu CNC, Chip Source Micro, and Yinguang Technology [5][6] Robotics Industry - The report indicates a recent pullback in the robotics sector but suggests that upcoming events, such as the release of Tesla's V3 robot, could catalyze growth. Companies like Hengli Hydraulic and Sanhua Intelligent are recommended as key players [10] Oil and Gas Equipment - The report identifies the Middle East as a core market for oil services, with companies like Jereh and Nuwei highlighted for their growth potential in this region [43]

Investment Rating - The report maintains a rating of "Overweight" for the mechanical equipment industry [1] Core Insights - The report highlights investment opportunities in the AIDC and solar power sectors due to electricity shortages in North America, as well as the historical opportunities in advanced packaging equipment for semiconductors [1][2][3] - The report emphasizes the growth potential of domestic gas turbine manufacturers as they expand into North America, driven by increasing demand for natural gas power generation [2] - The solar equipment sector is expected to benefit from the acceleration of Tesla's solar capacity expansion and the growing demand for space computing [3] - Tensions between China and Japan are seen as beneficial for domestic semiconductor equipment manufacturers, creating opportunities for local companies to replace Japanese suppliers [4] - The report notes NVIDIA's strong performance, indicating robust demand for computing power, and suggests investment opportunities in the PCB and liquid cooling supply chains [5][6] Summary by Sections Investment Recommendations - Recommended companies include: North China Innovation, SANY Heavy Industry, Zhongwei Company, Hengli Hydraulic, CIMC Group, Tuojing Technology, Haitian International, Bichu Electronics, Jingsheng Mechanical, and others [1][17] Gas Turbine Sector - The report discusses the U.S. government's push for large tech companies to self-generate power, which is expected to boost demand for natural gas power generation equipment [2] - It highlights the challenges faced by major manufacturers like GEV and Siemens in meeting future demand, suggesting a significant opportunity for domestic manufacturers [2] Solar Equipment Sector - Tesla's plans to expand solar capacity to 100GW by the end of 2028 are noted, with a focus on the efficiency and cost-effectiveness of the TOPCon technology route [3] - The report also mentions SpaceX's ambitious solar power plans for space computing, indicating a growing market for solar technology [3] Semiconductor Equipment Sector - The report identifies opportunities for domestic semiconductor equipment manufacturers due to geopolitical tensions, particularly in testing and packaging equipment [4] - It highlights the IPO of Shenghe Jingwei and its potential to benefit from the expansion of advanced packaging equipment [4] PCB and Liquid Cooling Sector - NVIDIA's strong financial performance is linked to increased demand for computing power, suggesting a positive outlook for the PCB and liquid cooling supply chains [5][6]

Group 1 - The core point of the article highlights that southbound funds have increased their holdings in Haitian International (01882.HK) by 219,000 shares on February 27, with a total net increase of 516,000 shares over the past five trading days [1] - Over the last 20 trading days, there have been 8 days of net reductions in holdings by southbound funds, totaling a decrease of 930,000 shares [1] - Currently, southbound funds hold 10.3 million shares of Haitian International, representing 6.43% of the company's total issued ordinary shares [1] Group 2 - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [1] - The company's main business includes the manufacturing and sales of injection molding machines and components, along with providing related services [1] - The product range includes the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [1] - The company operates in both domestic and international markets [1]

Core Viewpoint - As of February 25, a total of 156 stocks reached their 52-week highs, with notable performers including Hong Kong Communications International Holdings (02917), Hengyi Holdings (02913), and Global Printing Holdings (08448) achieving high rates of 400.00%, 116.67%, and 39.25% respectively [1]. Summary by Category 52-Week Highs - Hong Kong Communications International Holdings (02917) closed at 0.139 with a peak of 0.300, marking a 400.00% increase - Hengyi Holdings (02913) closed at 0.016 with a peak of 0.026, reflecting a 116.67% increase - Global Printing Holdings (08448) closed at 1.490, reaching its peak at the same price, resulting in a 39.25% increase - Other notable stocks include: - Yabo Technology Holdings (08279) with a 34.18% increase - Mobi Development (00947) with a 30.36% increase - Semmy Holdings (00756) with a 23.08% increase [1]. Additional High Performers - Ximei Resources (09936) achieved a 21.85% increase, closing at 14.220 with a peak of 14.500 - China Overseas Macro Group (00081) saw a 16.72% increase, closing at 2.980 with a peak of 3.350 - Northeast Electric (00042) and Long Resources (01712) also reported increases of 13.33% and 13.29% respectively [1]. Other Stocks with Notable Increases - Runge Interactive (02422) increased by 12.60% - Hong Cheng Environmental Technology (02265) increased by 11.57% - KW Nelson Group (08411) increased by 9.29% [1].

Group 1 - The core viewpoint of the article highlights the recent increase in southbound capital holdings in Haitian International (01882.HK), with a net increase of 32,800 shares on February 23 [1] - Over the past five trading days, southbound capital has increased its holdings for three days, resulting in a cumulative net increase of 169,000 shares [1] - In the last twenty trading days, there have been nine days of net reductions in southbound capital holdings, totaling a cumulative net reduction of 1,351,000 shares [1] Group 2 - As of now, southbound capital holds 10.2 million shares of Haitian International, accounting for 6.41% of the company's issued ordinary shares [1] - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [1] - The company's main products include the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [1]

Core Viewpoint - Southbound funds have increased their holdings in Haitian International (01882.HK) by 297,000 shares on February 13, indicating a positive trend in investor sentiment towards the company [1] Group 1: Southbound Fund Activity - Over the past five trading days, southbound funds have increased their holdings for four days, with a total net increase of 576,000 shares [1] - In the last twenty trading days, there were nine days of net reductions in holdings by southbound funds, totaling a decrease of 1,160,000 shares [1] - Currently, southbound funds hold 10.3 million shares of Haitian International, representing 6.41% of the company's total issued ordinary shares [1] Group 2: Company Overview - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines [1] - The company's main business includes the manufacturing and sales of injection molding machines and components, along with providing related services [1] - The product range includes the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [1] - The company operates in both domestic and international markets [1]

Core Insights - Zhejiang Huaye Plastic Machinery Co., Ltd. successfully listed on the Shenzhen Stock Exchange's Growth Enterprise Market in 2025, marking a significant recognition of its core value and growth potential [1] Financial Performance - In the first three quarters of 2025, the company achieved operating revenue of 739 million yuan, a year-on-year increase of 11%, and a net profit attributable to shareholders of 181 million yuan, a substantial growth of 144% [2] - The annual profit forecast for 2025 estimates a net profit of 195 million to 205 million yuan, representing a year-on-year increase of 109.82% to 120.58% [2] Market Position - Zhejiang Huaye has maintained the number one market share in domestic plastic forming equipment core components for four consecutive years, showcasing its strong competitive edge through self-developed technologies [3] - The company has established a broad customer base, supplying to both domestic leaders and international giants, thereby gaining global market trust [3] International Strategy - The company's overseas business revenue grew by 30.04% year-on-year in the first half of 2025, indicating strong international market recognition [4] - Participation in the 23rd K Fair in Germany showcased the company's innovative capabilities and brand strength in high-end equipment manufacturing [4] Commitment to Sustainability - Zhejiang Huaye is actively promoting green transformation, with energy-efficient products improving energy savings and lifespan by over 20% compared to standard products [5] - The company is also focusing on low-energy solutions to enhance overall industry efficiency and sustainability [5] Shareholder Returns - In the first half of 2025, the company implemented a cash dividend of 32 million yuan, distributing 4 yuan per 10 shares to reward long-term investor trust [6] - The company is accelerating project construction to enhance production capacity by 50% by 2028, while also expanding into high-value segments [6]

FF301 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 致：香港交易及結算所有限公司 公司名稱: 海天國際控股有限公司 (於開曼群島註冊成立的有限公司) 呈交日期: 2026年2月3日 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17.37D(1)條或第25.21D(1)條，我們在此確認，就上述所列股份類別而言，截至本月底: | | | --- | --- | | 已符合適用的公眾持股量要求（見下方） | ✔ | | 未符合適用的公眾持股量要求（見下方） | | | 根據《主板上市規則》第13.32B條或第19A.28B條 / 《GEM上市規則》第17.37B條或第25.21B條（視情況而定）所載的有關股份類別的最低公眾持股量要求為： | | | 適用的公眾持股量門檻 初始指定門檻 - 上市股份所屬類別的已發行股份總數(不包括庫存股份)的25% | | | 額外信息 | | 第 2 頁 共 10 頁 v 1.2.0 I. 法定/註冊股本變動 ...

Group 1 - The core point of the news is that southbound funds have reduced their holdings in Haitian International (01882.HK) by 169,000 shares on February 2, 2026, marking a total net reduction of 783,000 shares over the last five trading days and 2,269,000 shares over the last twenty trading days [1][2] - As of now, southbound funds hold 10.3 million shares of Haitian International, which represents 6.43% of the company's total issued ordinary shares [1][2] Group 2 - Haitian International Holdings Limited primarily engages in the manufacturing and distribution of injection molding machines and related services [2] - The company's product offerings include the Changfa Venus series, Changfa Zeres series, Changfa Jenius series, Haitian Mars series, and Haitian Jupiter series, which are utilized in various sectors such as automotive, packaging, medical, electronics, logistics, consumer goods, and white goods [2]