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: 2025年7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: 英諾賽科（蘇州）科技股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02577 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 491,257,187 | RMB | | 1 | RMB | | 491,257,187 | | 增加 / 減少 (-) | | | 13,584,000 | | | | RMB | | 13,584,000 | | 本月底結存 | | | 504,841,187 | RMB | | 1 | RMB | | 504,84 ...

Market Overview - The Hong Kong stock market continued its rebound with the Hang Seng Index rising by 0.68%, the Hang Seng China Enterprises Index increasing by 0.65%, and the Hang Seng Tech Index up by 0.73% [1] - Major tech stocks showed mixed performance, with Kuaishou rising nearly 3%, Tencent and NetEase up over 1%, while Meituan, Baidu, Alibaba, and Xiaomi experienced slight declines [4][1] Sector Performance - The biopharmaceutical sector saw significant gains, with Junshi Biosciences surging over 33% [1][6] - The paper industry is experiencing a new round of price increases, with leading companies like Chenming Paper rising nearly 15% [1][5] - Steel stocks also performed well, with Maanshan Iron & Steel rising over 15% [1][9] - Mobile gaming stocks collectively increased, with Xindong Company rising nearly 25% [1][11] Specific Stock Movements - Junshi Biosciences reached a price of 32.18, up by 33.75% [7] - Kuaishou's stock price increased to 70.80, reflecting a rise of 24.76% [12] - The Macau gaming sector showed resilience, with July gaming revenue reaching 22.125 billion MOP, a year-on-year increase of 19% [8] Weak Performances - The automotive sector remained sluggish, with NIO dropping over 6% and other manufacturers like Li Auto and BYD also declining [15] - Semiconductor stocks fell, with InnoTek down over 6% [14] - Education stocks experienced declines, with Neusoft falling over 13% [16] Capital Flows - Southbound funds recorded a net inflow of 23.426 billion HKD, with significant contributions from both Shanghai and Shenzhen stock connect [18] Future Outlook - The market outlook remains positive for sectors benefiting from policy support, including automotive, new consumption, innovative pharmaceuticals, and technology [20]

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 300 Mainland High Beta Index, which has shown significant increases over various time frames, including a 14.17% rise in the past month, a 22.33% rise in the past three months, and a 33.19% rise year-to-date [1] - The index is designed to reflect the overall performance of securities listed on the Hong Kong Stock Exchange from multiple strategic investment perspectives, with a base date of December 30, 2005, set at 1000.0 points [1] - The top ten weighted stocks in the index include InnoCare Pharma (4.02%), Sunac China (3.78%), China Merchants Securities (2.93%), Dongfang Zhenxuan (2.79%), China Cinda Asset Management (2.69%), China Jinmao (2.6%), MicroPort Scientific (2.48%), CICC (2.42%), GF Securities (2.39%), and China Galaxy Securities (2.39%) [1] Group 2 - The index's holdings are entirely composed of stocks listed on the Hong Kong Stock Exchange, with a sector breakdown showing that finance accounts for 26.87%, information technology for 19.21%, healthcare for 17.51%, real estate for 16.45%, consumer discretionary for 10.51%, communication services for 6.08%, and industrials for 3.38% [1] - The index sample is adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December each year [2] - In special circumstances, the index may undergo temporary adjustments, such as when a sample stock is delisted or undergoes corporate actions like mergers or suspensions [2]

Group 1: Top Net Buy/Sell Companies - The top net buy company is BYD Company Limited (1211.HK) with a net buy amount of 14.245 billion CNY, representing a significant increase of 122,586,413 shares[8] - The second highest net buy is the Tracker Fund of Hong Kong (2800.HK) with a net buy amount of 6.866 billion CNY, with 274,875,500 shares acquired[8] - The top net sell company is China Mobile Limited (0941.HK) with a net sell amount of -2.151 billion CNY, reflecting a decrease of 25,038,050 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The financial sector shows strong activity with major net buys from China Construction Bank (0939.HK) and China Life Insurance (2628.HK), totaling 3.020 billion CNY and 2.416 billion CNY respectively[8] - The consumer discretionary sector is also prominent, with significant net buys from BYD and Li Auto (2015.HK), amounting to 14.245 billion CNY and 2.137 billion CNY respectively[8] - In contrast, the telecommunications sector, led by China Mobile, shows a notable net sell, indicating a potential shift in investor sentiment[9] Group 3: Active Stocks - Meituan-W (3690.HK) is the most active stock in the Shanghai-Hong Kong Stock Connect with a total trading volume of 4.049 billion CNY and a net buy of 1.196 billion CNY[19] - Alibaba Group (9988.HK) follows closely with a trading volume of 3.790 billion CNY and a net buy of 0.654 billion CNY[19] - Xiaomi Corporation (1810.HK) also shows strong activity with a trading volume of 3.694 billion CNY and a net buy of 0.368 billion CNY[19]

Core Viewpoint - The southbound capital experienced a rare net outflow exceeding 180 billion HKD, driven by short-term risk aversion and profit-taking during a market rebound [1][3][5]. Group 1: Market Performance - On August 4, the Hong Kong stock market indices showed a slight rebound, with the Hang Seng Index rising by 0.92%, the Hang Seng Tech Index increasing by 1.55%, and the Hang Seng China Enterprises Index up by 1.01% [1]. - The total market turnover was approximately 234.7 billion HKD, with southbound capital transactions amounting to about 130.1 billion HKD [1]. Group 2: Capital Flow Analysis - The southbound capital recorded a net outflow of 180.92 billion HKD, marking the largest single-day net sell-off since May 12 [3]. - The Shanghai-Hong Kong Stock Connect saw a net outflow of approximately 111.24 billion HKD, while the Shenzhen-Hong Kong Stock Connect experienced a net outflow of about 69.68 billion HKD [3]. Group 3: ETF Activity - Three major high-liquidity ETFs in Hong Kong faced significant sell-offs, with the top three ETFs experiencing net outflows of 145.34 billion HKD, 63.25 billion HKD, and 14.53 billion HKD respectively [8]. - The year-to-date returns for these ETFs have exceeded 20% [8]. Group 4: External Environment and Market Sentiment - Concerns regarding deteriorating trade conditions affecting Hong Kong's export-oriented companies and Chinese concept stocks have emerged, particularly following agreements reached by Trump with multiple countries [9]. - The Hong Kong stock market had been in a downward trend prior to this event, with the Hang Seng Index experiencing four consecutive days of decline and the Hang Seng Tech Index dropping for seven consecutive days [9]. Group 5: Individual Stock Movements - Notable net purchases were observed in individual stocks, with Alibaba-W, InnoCare Pharma, and Kuaishou-W leading the net buy list, amounting to 7.28 billion HKD, 3.63 billion HKD, and 2.2 billion HKD respectively [9]. - InnoCare Pharma saw a significant increase in its stock price, closing at 75.15 HKD per share with a rise of 30.47%, following a partnership announcement with NVIDIA [9].

Core Viewpoint - The southbound capital experienced a rare net outflow exceeding 18 billion HKD in a single day, driven by short-term risk aversion and profit-taking during a market rebound [2][3][8]. Group 1: Market Performance - On August 4, the Hong Kong stock market indices showed a slight rebound, with the Hang Seng Index rising by 0.92%, the Hang Seng Tech Index increasing by 1.55%, and the Hang Seng China Enterprises Index up by 1.01% [2]. - The total market turnover was approximately 234.7 billion HKD, with southbound capital transactions amounting to about 130.1 billion HKD [2]. Group 2: Southbound Capital Flow - The southbound capital recorded a net outflow of 18.092 billion HKD, marking the largest single-day net sell-off since May 12 [3]. - The Shanghai-Hong Kong Stock Connect saw a net outflow of approximately 11.124 billion HKD, while the Shenzhen-Hong Kong Stock Connect experienced a net outflow of about 6.968 billion HKD [3]. Group 3: ETF Activity - Three major high-liquidity ETFs in Hong Kong were significantly sold off, with the top three ETFs experiencing net outflows of 14.534 billion HKD, 6.325 billion HKD, and 1.453 billion HKD respectively [8]. - The year-to-date returns for these ETFs have exceeded 20%, indicating strong performance prior to the sell-off [8]. Group 4: External Environment and Individual Stocks - Concerns regarding the trade environment, particularly following agreements made by Trump with multiple countries, have raised fears about potential impacts on Hong Kong's export-oriented companies and Chinese concept stocks [8]. - Despite the outflows, certain individual stocks like Alibaba, InnoCare, and Kuaishou saw net inflows of 728 million HKD, 363 million HKD, and 220 million HKD respectively, indicating selective investment behavior [9]. - InnoCare's stock surged by 30.47% to 75.15 HKD per share after announcing a partnership with NVIDIA to promote the large-scale implementation of an 800-volt direct current power architecture in AI data centers [9].

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报告导读： Meta 收入利润显著超预期，净利率维持高位， FY2025E 并提升资本开支下 限。多家科技巨头累计资本开支超预期。 投资建议： 维持行业增持评级，推荐 AI 算力方向、云厂商方向、 AI 应用方向、 AI 社交方向以及 AI 注入周期下的中概巨头。 Meta 发布 FY25Q2 财报，收入利润显著超预期，净利率维持高位，并提升资本开支下限。 Meta 25Q2 实现收入 475.16 亿美元，同比 +21.6% ；营业利 润率 43.0% ，同比 +5.0pct ；净利润 183.37 亿美元，同比 +36.2% ；净利率 38.6% ，同比 +4.1pct 。 Meta 指引 25Q3 收入 475-505 亿美元，同 比 +17.0%-24.4% 。 25 全年总费用指引收窄至 1140-1180 亿美元，同比 +20-24% 。预计 26 年费用同比增速将高于 25 年，主要由于基础设施规模 扩张与优先领域的技术人才引进。通过算力基建 + 人才储备构建超级智能。 25Q2 资本支出为 170.12 亿美元，同比 +100.8% 。 25 年资本支出指引小幅 上调至 660-720 亿美元 ...

主线热点 近期多家券商机构就军工行业发表最新观点，其中军贸和军用技术转化带来的新市场等方向或蕴含更大弹性获得一致看好。受益军贸市场量价齐升预期，军 工板块继续得到资金热捧，今日刷新历史高点的北方长龙、长城军工、国机精工在内的二十余股涨停，上周一度出现破位疑虑的趋势核心之一的建设工业也 迎来反包涨停。从国内的需求来看，今年是"十四五"和"十五五"的交接时间点。回顾"十四五"的初期时间点，不少军工主机厂的合同负债曾呈现出显著增长 并成为整个行业高景气的先行指标。因此随着"十五五"建设周期的开启，军工行业能否复制"十四五"的业绩表现值得关注。除去直接受益几大军工集团关联 交易高增长的主机厂以及上游配套的零部件和材料端外，军工信息化无疑是行业内另一大看点。除去国内信息化带动的业绩增量外，美股Palantir为代表的 AI应用公司随着军品订单业绩实现飞跃，其股价的迭创新高无疑成为军工信息化方向走势的最好典范。 8月1日，8月1日，英伟达官网更新了800V直流电源架构的合作商名录，港股上市的第三代半导体龙头企业英诺赛科成为此次唯一入选的中国芯片企业。随 着GB300系列服务器的加速出货，机构普遍认为未来AI数据中心800 ...

Core Viewpoint - InnoLux has seen a significant stock price surge, driven by its successful entry into NVIDIA's supply chain, with a recent increase of over 30% on August 4, leading to a market capitalization of HKD 67.2 billion [2][3] Group 1: Company Performance - InnoLux's stock price rose by 30.47% to HKD 75.15, with a cumulative increase of 70.8% over two trading days [3] - The company reported an adjusted net loss of HKD 835 million for 2024, a reduction from the adjusted net loss of HKD 1.016 billion in 2023, indicating a narrowing loss margin [2][12] Group 2: Strategic Partnerships - InnoLux has partnered with NVIDIA to promote the large-scale implementation of the 800 VDC power architecture in AI data centers, which is expected to enhance power efficiency significantly [2][4] - The company has also extended its collaboration with STMicroelectronics, which will allow it to leverage STMicroelectronics' manufacturing capacity outside China for GaN wafer production [5][6] Group 3: Technological Advancements - InnoLux specializes in third-generation semiconductor silicon-based gallium nitride (GaN) technology, with capabilities to produce 8-inch GaN wafers, which are crucial for the 800 VDC architecture [4][11] - The 800 V architecture is designed to support AI computing power increases of 100 to 1000 times compared to traditional 54V systems, showcasing the technological edge of InnoLux's GaN devices [4] Group 4: Client Relationships - InnoLux's largest client, likely to be CATL, contributed 32.1% of sales in 2023 and 27.1% in the first half of 2024, highlighting the importance of this relationship for revenue growth [8] - The company has also established collaborations with Midea Group, focusing on the application of GaN products in home appliances [9]