对创驰的投资为公司构成一个策略性且有利的机遇，使其得以在高增长的电动车领域及相关下游电池行 业建立业务布局。董事会认为，该协议及收购事项的代价乃公司与严博公平磋商后按正常商业条款订 立，且收购事项完成后，集团可透过增加对创驰集团的持股比例以巩固其于电动车市场的地位，而订立 该协议符合公司及股东的整体利益。 烯石电车新材料(06128)发布公告，于2026年2月3日，公司全资附属公司Allied Apex已与创驰其中一名 股东严博订立买卖协议，据此Allied Apex将会向严博收购创驰40%已发行股本，代价为现金150万港 元。收购事项将于该协议日期起计14天内完成，且于完成时，创驰将由Allied Apex、严博及王升分别拥 有58%、21%及21%。于完成时，创驰将会成为公司的间接非全资附属公司，因此，创驰集团将于集团 财务报表综合入账。 ...

Group 1 - Nomura raised the target price for the MSCI Asia Pacific ex-Japan Index to 816 points by the end of this year, up 5.7% from the previous target of 772 points, and set a target of 901 points for the end of next year [1] - The MSCI China Index targets are set at 80 points for this year and 90 points for next year, with expectations of slight declines in the index until the end of 2025, but potential for growth due to positive earnings next year [1] - Nomura believes that while Asian valuations are high, there is no bubble yet, citing several positive developments such as reduced tariff risks, stable US-China relations, and ongoing advancements in AI and technology [1] Group 2 - The firm acknowledges challenges in the mainland Chinese economy and declining corporate earnings, but attributes the rise in mainland and Hong Kong stock markets to stable US-China relations [2] - Nomura states that liquidity is not an issue for China due to ample domestic savings and low foreign investment in Chinese stocks, with a shift from a buyers' strike to abundant buyers in the market [2] - The outlook for offshore Chinese stocks is deemed reasonable, with no immediate need for aggressive monetary policy to avoid bubbles, while emphasizing the importance of US-China relations for future market dynamics [2] Group 3 - Nomura maintains an overweight view on sectors such as semiconductors and AI-related fields, particularly in China and South Korea, while holding a bearish stance on traditional tech hardware and IT services [3] - The firm is optimistic about leading stocks in the electric vehicle and battery sectors, and holds an overweight view on banking and financial stocks [3] - Conversely, Nomura is bearish on traditional sectors like materials, energy, and healthcare [3]