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【看新股】港股IPO月度透视:1月IPO募资超392亿港元 壁仞科技、MINIMAX等募资额居前
Xin Hua Cai Jing· 2026-02-05 23:25
截至2026年2月4日,港股IPO排队企业总共390家,其中有13家企业已通过聆讯。另外,东鹏饮料、国恩科技等股票已于2月上市。 1月有13只新股上市 2026年1月,港交所共有13只新股上市,合计募资总额达392.55亿港元,较2025年12月上市募资规模增超四成。 1月上市新股中,壁仞科技募资总额达64.2亿港元,规模最大。MINIMAX-WP紧随其后,募集约55.4亿港元。此外,豪威集团、兆易创新、智谱募资超过40 亿港元。 新华财经北京2月6日电新华财经和面包财经研究员根据香港交易所披露信息,对港股IPO排队及新上市企业进行了梳理统计。其中,港股IPO排队企业选取 依据为审核状态为已刊登申请版本、已刊登聆讯后资料集。 1月,港交所共有13只新股上市,合计募资总额达392.55亿港元,规模环比增超四成。其中,壁仞科技、MINIMAX-WP首发募集总额居前,分别达64.2亿港 元、55.4亿港元。 根据公开信息,截至2026年2月4日(下同),港交所的IPO排队企业总共390家。其中,主板IPO排队企业数量达384家,创业板(GEM,下同)排队企业6 家。 按审核进度汇总,已刊登申请版本的企业有377家, ...
音频 | 格隆汇2.6盘前要点—港A美股你需要关注的大事都在这
Ge Long Hui A P P· 2026-02-05 23:12
Group 1 - U.S. stock indices fell over 1.2%, with AMD and Qualcomm dropping more than 8%, while the Chinese concept index rose by 0.9% [1] - Bitcoin dropped below $65,000 [1] - Silver prices plummeted by 19.5%, and gold fell by 4% [1] - U.S. crude oil futures closed down over 2.8%, at $63.29 per barrel [1] - UBS and Goldman Sachs warned about volatility and liquidity issues in the silver market [1] - HP and Dell are reportedly researching the use of mainland China's memory chips [1] - South Korean stocks fell by 3.86%, with foreign investors recording a record high net sell-off [1] - JPMorgan stated that strong demand from central banks could push gold prices to $6,300 per ounce by the end of 2026 [1] - In January, the number of layoffs by Challenger companies in the U.S. rose to 108,000, the highest for the same period since 2009 [1] - Nvidia delayed the release of new gaming chips due to a shortage of memory chips [1] - Amazon's stock dropped by 11% after hours, with expected annual capital expenditures of approximately $200 billion [1] Group 2 - Meituan plans to acquire Dingdong for $717 million [2] - Multiple foreign institutions continue to increase their investment willingness in China [2] - China Telecom and China Unicom have initiated trial commercial use of Beidou SMS [2] - AUX announced a price increase of 6%-10% for all central air conditioning products starting March 1 [2] - Hong Kong Stock Exchange reported that the amount raised from IPOs in January was HKD 39.3 billion, a year-on-year increase of 555% [2] - The silicon industry association indicated that the silicon wafer market is expected to remain stable due to adjustments in battery production and expectations of declining silicon prices [2] - NIO expects adjusted operating profit to be between 700 million and 1.2 billion yuan in Q4 2025 [2] - The Bank of England maintained its current policy as expected [2] - Muyuan Foods saw a 1.9% increase in dark trading, earning HKD 74 per lot [2] - Dazhu CNC experienced a 21.71% increase in dark trading, earning HKD 2,080 per lot [2] Group 3 - Hong Kong stocks of Zhuozheng Medical, Dazhu CNC, and Muyuan Foods were listed [3] - Significant accumulation of Tencent shares occurred, with southbound funds net buying a total of HKD 11 billion over four consecutive days [3] - Announcement highlights include Revotek planning a 1 billion yuan investment in a synthetic biology manufacturing project in Xinjiang, and GCL-Poly has not yet received relevant orders in the "space photovoltaic" sector [3] - In A-shares, Beiliang's major shareholder Ma Xuejun is under investigation by the CSRC for alleged market manipulation [3]
【早报】深夜,贵金属、原油、比特币全线重挫;八部门发文!事关中药工业高质量发展
财联社· 2026-02-05 23:11
Industry News - The Chinese government aims to establish a collaborative development system for the traditional Chinese medicine industry by 2030, promoting the approval of innovative traditional Chinese medicines and nurturing ten major traditional Chinese medicine products [5] - The Ministry of Industry and Information Technology and eight other departments have issued a plan to enhance digital services for inbound travelers, targeting significant improvements by 2027 [5] - Infineon Technologies announced a price increase for power switches and related chips starting April 1, 2026, due to ongoing supply constraints and rising costs [5] - BASF has raised the price of TDI products in the Asia-Pacific region (excluding mainland China) by 11%, with a significant portion of global TDI production expected to undergo maintenance in January 2026 [6] - Major PC manufacturers, including HP, Dell, Acer, and Asus, are considering sourcing memory chips from Chinese manufacturers due to tight supply conditions affecting the tech industry [6] Company News - Meituan announced plans to acquire Dingdong for $717 million [13] - New Yisheng expects the revenue share of its 1.6T optical module products to increase in 2026 [7] - Guoxuan High-Tech plans to raise no more than 5 billion yuan for a 20GWh power battery project [13] - NIO anticipates recording an adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025, marking its first quarterly adjusted operating profit [13] - The company *ST Cube has seen a cumulative increase of 314.93% in stock price from January 20 to February 5, leading to a suspension for verification [13]
港股IPO动态:今日卓正医疗、大族数控、牧原股份上市
Ge Long Hui A P P· 2026-02-05 22:35
格隆汇2月6日|今日卓正医疗(2677.HK)、大族数控(3200.HK)、牧原股份(2714.HK)上市,海致科技集 团(2706.HK)、沃尔核材(9981.HK)、先导智能(0470.HK)申购。 ...
牧原食品股份有限公司2026年1月份销售简报
Sales Performance Summary - In January 2026, the company sold 7.009 million pigs, representing a year-on-year increase of 2.73% [2] - The average selling price of pigs was 12.57 yuan per kilogram, showing a year-on-year decrease of 16.92% [2] - Total sales revenue from pig sales amounted to 10.566 billion yuan, reflecting a year-on-year decline of 11.93% [2] Bond Issuance - The company issued 300 million yuan of technology innovation bonds on February 3, 2026, with all funds received by February 4, 2026 [7] - The issuance was approved by the board and the shareholders' meeting, aiming to optimize the financing structure and reduce costs [7] Convertible Bond Price Adjustment - The conversion price of the company's convertible bonds was adjusted from 44.26 yuan per share to 43.80 yuan per share, effective from February 6, 2026 [10] - The adjustment was due to the issuance of new shares in the Hong Kong market, with the new share price set at 39 HKD, approximately 34.73 yuan [14] - The adjustment formula used was based on the increase in shares and the new share price, resulting in a conversion price of 43.80 yuan per share [15][17]
智通港股投资日志|2月6日
智通财经网· 2026-02-05 16:04
香港通讯国际控股 (除权日) 智通财经APP获悉,2026年2月6日,港股上市公司投资日志如下: 类别 公司 股本增发 分红派息 新股活动 股东大会召开日 海致科技集团 (招股中) 沃尔核材 (招股中) 先导智能 (招股中) 乐欣户外 (定价日) 大族数控 (上市日) 牧原股份 (上市日) 卓正医疗 (上市日) 中国技术集团 中泰期货 中国玻璃 同仁堂国药 德康农牧 天津津燃公用 微创心通-B 兆易创新 企展控股 LONG投资集团 海天味业 (派息日) 中国燃气 (派息日) 上海医药 (派息日) 中华汽车 (派息日) 中华汽车 (派息日) ...
2月5日晚间重要公告 | 江丰电子:拟收购凯德石英控制权 6日起复牌
Company Announcements - Tianqi Mould is planning a major asset restructuring and will be suspended from trading starting February 6 [1] - Jiangfeng Electronics intends to acquire control of Kaide Quartz for 591 million yuan, with trading resuming on February 6 [2][3] - Beikong Leisure's actual controller, Ma Xuejun, is under investigation by the China Securities Regulatory Commission for alleged market manipulation [4][5] Performance Highlights - In 2025, Yingjixin reported a total revenue of 1.611 billion yuan, a year-on-year increase of 12.65%, and a net profit of 177.44 million yuan, up 42.81% from the previous year [6] Capital Increase & Restructuring - Guoxuan High-Tech plans to raise no more than 5 billion yuan through a private placement to fund a 20GWh power battery project and other initiatives [7] - Zhongxin Fluorine Materials received approval from the CSRC for a simplified procedure to issue shares to specific investors in 2025 [7] Important Matters - Runze Technology is planning to issue convertible bonds to purchase assets and raise supporting funds, with trading suspended from February 6 [8] - ST Cube's stock price increased by 314.93% from January 20 to February 5, leading to a suspension for verification due to a significant deviation from its fundamentals [8] - Muyuan Foods reported a January sales revenue of 10.566 billion yuan from commodity pigs, a year-on-year decrease of 11.93% [8] Other Developments - GCL-Poly has not yet received any orders in the "space photovoltaic" sector, which remains in the exploratory stage [9] - Huizhou Energy achieved a power generation of 4.264 billion kWh in January, a year-on-year increase of 26.38% [10] - Taiji Industry's subsidiary is part of a consortium that has pre-qualified for a semiconductor project with a bid of 3.778 billion yuan [10][11]
牧原股份港股IPO最终发售价39港元,净筹104.7亿港元
Xin Lang Cai Jing· 2026-02-05 14:54
2月5日晚间,牧原股份在港交所公告配发结果,香港公开发售获5.88倍认购,国际发售获8.62倍认购; 最终发售价39港元,所得款项净额104.704亿港元,H股股份将于2026年2月6日开始在香港联交所买卖。 ...
养猪大王开年“遇冷”
Shen Zhen Shang Bao· 2026-02-05 14:46
上月牧原股份发布业绩预告,预计2025年度净利润为151亿元~161亿元,同比下降14.93%~20.21%;预计2025年归母净利润147亿元~157亿元,同比下降 12.20%~17.79%。 这是公司2023年巨亏42.63亿元、2024年暴增超5倍盈利178.81亿元后,再次出现业绩回落。 2月4日晚间牧原股份公告称,公司正在进行申请境外上市外资股(H股)发行并在香港联合交易所有限公司主板挂牌上市的相关工作,已确定本次H股发 行的最终价格为每股39港元。牧原股份本次发行的H股预计于2026年2月6日在香港联交所主板挂牌并开始上市交易。 对于业绩变动原因,牧原股份称,2025年公司持续做好生猪的健康管理与生产管理,提高精细化管理水平,提升养殖生产成绩,生猪养殖成本较上年同期 下降。同时,受生猪市场行情波动影响,全年商品猪销售均价约13.5元/公斤,同比下降约17.3%,使得公司整体盈利水平较上年同期有所下滑。 牧原股份(002714)(002714)2月5日晚间披露销售简报,公司2026年1月份商品猪销售收入同比下滑。 公告显示,2026年1月份,公司销售商品猪700.9万头,同比变动2.73%(其中向 ...
牧原股份国际发售获8.62倍认购 2月6日上市
Zhi Tong Cai Jing· 2026-02-05 14:31
其中,香港公开发售获5.88倍认购,国际发售获8.62倍认购。 牧原股份(002714)(02714)公布配发结果,公司全球发售约2.74亿股股份(于超额配股权获行使前),香 港公开发售占10%,国际发售占90%。最终发售价每股39港元,全球发售净筹约104.7亿港元。每手100 股,预期H股将于2026年2月6日(星期五)上午九时正(香港时间)开始在联交所买卖。 ...