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]

证券研究报告·行业跟踪周报·机械设备 机械设备行业跟踪周报 看好北美缺电带来的 AIDC 和太空算力光伏 设备机会&关注半导体先进封装设备历史性 机遇 增持（维持） [Table_Tag] [1.Table_Summary] 推荐组合：北方华创、三一重工、中微公司、恒立液压、中集集团、拓荆科技、海天 国际、柏楚电子、晶盛机电、杰瑞股份、浙江鼎力、杭叉集团、先导智能、长川科技、 华测检测、安徽合力、精测电子、纽威股份、芯源微、绿的谐波、海天精工、杭可科 技、伊之密、新莱应材、高测股份、纽威数控、华中数控。 【燃气轮机】特朗普鼓励大厂自建电源，重申国产燃机产业链投资机会 2026 年 2 月 6 日，CNBC 报道称美国总统特朗普将与亚马逊、谷歌、Meta、微软等大型科技公司 高管在白宫会面，并计划于 3 月 4 日签署相关协议，要求在保障 AIDC 持续发展的同时由企业自 行解决电力供应问题，利好天然气发电设备需求，加快项目落地速度。严重的供需失衡环节，重 申国产燃机产业链投资机会：1）GEV/西门子/三菱重工上游零部件扩产难度大，到 2030 年板块 合计产能约 90GW，仍小于总需求；2）产能不足限制美国链 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 海天国际控股有限公司是一家主要从事注塑机制造及分销的投资控股公司。该公司的主营业务是从事注 塑机和部件的制造和销售以及提供相关服务。该公司的产品包括长飞亚Venus系列、长飞亚Zeres系列、 长飞亚Jenius系列、海天Mars系列、海天Jupiter系列等产品。该公司产品主要应用于汽车、包装、医 疗、电子、物流、消费品、白色家电等领域。该公司在国内和国外市场开展业务。 证券之星消息，2月27日南向资金增持21.9万股海天国际（01882.HK）。近5个交易日中，获南向资金增 持的有4天，累计净增持51.6万股。近20个交易日中，获南向资金减持的有8天，累计净减持93.0万股。 截至目前，南向资金持有海天国际（01882.HK）1.03亿股，占公司已发行普通股的6.43%。 ...

| 梦金园(02585) | | | | | --- | --- | --- | --- | | 汇聚科技(01729) | 19.770 | 19.770 | 4.16% | | 海天国际(01882) | 25.700 | 26.200 | 4.05% | | 第一拖拉机股份(00038) | 10.290 | 10.590 | 3.93% | | 中国中铁(00390) | 5.170 | 5.280 | 3.73% | | 建滔集团(00148) | 39.560 | 41.200 | 3.67% | | 博富临置业(00225) | 5.800 | 5.990 | 3.63% | | 香港食品投资(00060) | 0.570 | 0.600 | 3.45% | | 潍柴动力(02338) | 33.380 | 35.540 | 3.43% | | 富智康集团(02038) | 22.000 | 22.860 | 3.35% | | 现代中药集团(01643) | 1.290 | 1.300 | 3.17% | | 中远海运国际(00517) | 7.850 | 7.860 | 3.15% | | ...

证券之星消息，2月23日南向资金增持32.8万股海天国际（01882.HK）。近5个交易日中，获南向资金增 持的有3天，累计净增持16.9万股。近20个交易日中，获南向资金减持的有9天，累计净减持135.1万股。 截至目前，南向资金持有海天国际（01882.HK）1.02亿股，占公司已发行普通股的6.41%。 海天国际控股有限公司是一家主要从事注塑机制造及分销的投资控股公司。该公司的主营业务是从事注 塑机和部件的制造和销售以及提供相关服务。该公司的产品包括长飞亚Venus系列、长飞亚Zeres系列、 长飞亚Jenius系列、海天Mars系列、海天Jupiter系列等产品。该公司产品主要应用于汽车、包装、医 疗、电子、物流、消费品、白色家电等领域。该公司在国内和国外市场开展业务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

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]