Core Viewpoint - The recent transfer of shares of Lattice Semiconductor (06809) from China International Capital Hong Kong Securities to Morgan Stanley Hong Kong Securities indicates significant investor activity, with a transfer value of HKD 997 million, representing 8.50% of the company's shares [1] Company Overview - Lattice Semiconductor is a leading global fabless integrated circuit design company focused on providing innovative, reliable, and energy-efficient interconnect solutions for cloud computing and AI infrastructure [1] - The company offers interconnect chips, including memory interconnect chips and PCIe/CXL interconnect chips, which are utilized across a wide range of end applications, including data centers, servers, and computers [1]

#分享瑞银 交易概览1 2026年2月9日，瑞银助力澜起科技股份有限公司 (以下简称"澜起科技"或"公司") 成功完成香港联合交易所 ("联交所") 的主板上市，本次发行最终定价为每 股106.89港元，成功实现上限定价。总发行规模为9.03亿美元 (绿鞋前) / 10.39亿美元 (绿鞋后) ，股票代码6809-HK 瑞银担任本次交易的联席保荐人、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人 高质量的基石投资者为成功发行奠定了坚实基础。本次发行共17家基石投资者，总计规模约为4.50亿美元 (占绿鞋后发行规模约43%) 交易亮点 本次交易标志着瑞银于2026年在大中华区完成的第14个股票资本市场项目， 也是近20年来港股最大的中国半导体公司上市项、迄今为止港股最大的无晶 圆厂 (Fabless) 半导体公司上市项目，以及2021年4月至今港股最大的TMT上市项目2 高质量的基石投资者阵容展现了投资者对公司基本面、市场地位与吸引力的认可，其中包括以阿里巴巴、云锋、瑞银资管为代表的战略投资者、中资长线 与国际长线等 本次交易受到市场的广泛欢迎，簿记启动后即实现来自主权基金、国际长线和中资基金的多倍 ...

2月9日，内存互连芯片巨头澜起科技登陆港交所，当日收盘市值接近2000亿港元。 （文章来源：21世纪经济报道） ...

Market Overview - The Hong Kong stock market experienced a significant rebound on February 9, with the Hang Seng Index rising by 1.76% to close at 27,027.16 points [2] - The Hang Seng Technology Index increased by 1.34% to 5,417.6 points, while the Hang Seng China Enterprises Index rose by 1.52% to 9,168.33 points [2][3] - The total market turnover reached HKD 255.14 billion, an increase from HKD 247.87 billion in the previous trading day [3] Individual Stock Performance - Pop Mart saw a notable increase of 5.76%, while Zijin Mining and Ping An Insurance rose by 5.58% and 4.89%, respectively [4] - Tencent Holdings had a trading volume of HKD 14.68 billion, and Alibaba-W had a trading volume of HKD 9.29 billion [4] Pop Mart's Growth - Pop Mart's founder Wang Ning announced ambitious sales targets for 2025, projecting over 100 million units sold for LABUBU and over 400 million units across all product lines [8] - The company has expanded its business to over 100 countries and regions, with more than 700 global stores and six supply chain bases [8] New Listings - On February 9, Lattice Semiconductor debuted on the Hong Kong Stock Exchange, with its stock price increasing by 63.72% on its first day of trading [9][10] - The company, a leading supplier of memory interconnect chips, anticipates a net profit growth of 52% to 66% by 2025, driven by strong demand from the AI industry [10] Internet Technology Sector - Internet technology stocks rebounded strongly, with Tencent and Alibaba-W rising by 2.28% and 1.87%, respectively [13] - Major internet companies are launching AI-related promotional activities, such as Tencent's HKD 1 billion cash giveaway and Alibaba's HKD 3 billion "Spring Festival Treat" initiative [14][17] Insurance Sector Performance - The insurance sector showed strong performance, with China Life and Ping An Insurance rising by 3.98% and 4.89%, respectively [18] - Analysts attribute this growth to declining deposit rates and ongoing improvements in the industry fundamentals, with a projected insurance premium income of over HKD 6 trillion by 2025 [18]

本次项目是中金公司服务中国半导体企业的国际化战略和全球化资本运作的又一标杆案例，彰显了中金公司跨境综合服务的专业实力，也体现了中金公司 以金融力量赋能国家高水平科技自立自强的时代担当。未来，中金公司将继续秉持"植根中国，融通世界"的初心使命，持续聚焦科技创新领域，充分发挥 在全球资本市场的业务优势，为企业提供全方位专业金融服务，助力更多中国科技企业链接全球资本市场，为服务实体经济高质量发展与高水平对外开放 贡献金融力量。 澜起科技是一家全球领先的无晶圆厂集成电路设计公司，专注于为云计算及AI基础设施提供创新、可靠且高能效的互连解决方案。公司产品聚焦互连类 芯片，包括内存互连芯片及PCIe/CXL互连芯片等，应用场景涵盖包括数据中心、服务器及电脑在内的各类终端领域。根据弗若斯特沙利文报告，按2024 年销售额统计，公司是全球最大的内存互连芯片供应商、全球第二大PCIe Retimer供应商。 迄今为止募资规模最大的芯片设计公司港股IPO 半导体行业最近20年来募资规模最大的港股IPO 港股高速互连芯片领域第一股 项目亮点： 目前，市场上发行规模前五大的半导体公司A to H项目均由中金公司参与保荐，彰显了中金公 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 今日，A股强势上攻。上证指数收复4100点，深证成指再度站上14000点，创业板指、科创50均涨逾 2%。全市场超4600只个股上涨，成交温和放大至2.27万亿元。 | 名称 | | 最新 | 涨幅 | | --- | --- | --- | --- | | 深证成指 | | 14208.43 | +2.17% | | 上证指数 | | 4123.09 | +1.41% | | 创业板指 | | 3332.77 | +2.98% | | 上证50 | | 3081.78 | +1.45% | | 沪深300 | | 4719.06 | +1.63% | | 科创50 | | 1458.16 | +2.51% | | 北证50 | 0 | 1541.50 | +1.36% | | 中证500 | | 8311.28 | +2.02% | | 中证1000 | | 8233.78 | +2.26% | 盘面上，人工智能、芯片、储能、光伏等板块涨幅居前，仅林业、油服工程、风沙治理、白色家电等少 部分板块微幅调整。 Wind实时监测数据显示，通 ...

A股澜起科技为科创50ETF第三大重仓股，截止发稿上涨5.07%，带动科创50ETF（588000）上涨2.2%。 从资金面来看，近5日市场连续调整下，资金流入科创50ETF30.3亿元，逢低布局较为明显。均线位置 来看，科创50ETF触碰45日均线后企稳反弹，建议逢低关注。 2月9日，澜起科技在港交所挂牌上市，开盘价168港元，较发行价上涨57.1%，市值超1900亿港元。作 为全球最大内存互连芯片供应商，澜起科技预计2025年净利润增长52%-66%，扣非净利润增幅最高近 70%，主要受益于AI产业需求旺盛推动芯片出货量增加。 ...

Group 1 - Company launched an IPO with a global offering of 65.89 million H-shares, accounting for approximately 5.44% of total shares post-issue, priced at HKD 106.89 per share, raising approximately HKD 70.43 billion, with a net amount of about HKD 69.05 billion [1][10] - The IPO was highly successful, with the public offering being oversubscribed by 707.3 times and the international offering by 37.67 times [1][10] - The company attracted 17 cornerstone investors who collectively subscribed to approximately USD 450 million (around HKD 35.09 billion) of the offered shares, including notable firms such as JPMIMI, UBS, and Alibaba [1][10] Group 2 - The company, established in 2004, is a leading fabless integrated circuit design firm providing innovative, reliable, and high-efficiency interconnect solutions for cloud computing and AI infrastructure [1][10] - According to Frost & Sullivan, the company is projected to become the largest supplier of memory interconnect chips globally by 2024, with a market share of 36.8% [1][10] - As of the midday close, the company's stock price reached HKD 160.5, reflecting a 50.15% increase, with a total market capitalization of approximately HKD 194.577 billion [3][11]

Group 1 - The core viewpoint of the article is that Lanqi Technology, a leading global memory interconnect chip company, successfully listed on the Hong Kong Stock Exchange, raising approximately HKD 6.905 billion through the issuance of 65.89 million H-shares at an issue price of HKD 106.89 per share [1] - The company experienced significant demand during its public offering, with a subscription rate of 707.3 times for the Hong Kong public offering and 37.67 times for international placement, attracting around 260,600 valid applications [1] - On its first trading day, Lanqi Technology opened at HKD 168, representing a more than 57% increase from the issue price [1] Group 2 - Founded in Shanghai in 2004, Lanqi Technology became one of the first companies to list on the Sci-Tech Innovation Board in 2019, focusing on cloud computing and AI infrastructure interconnect solutions [1] - The company is projected to hold a 36.8% market share in the global memory interconnect chip market in 2024, positioning it as the leading supplier in this sector [1] - For 2025, Lanqi Technology anticipates a year-on-year increase of 52.29% in net profit attributable to shareholders, reaching approximately HKD 66.46 million, driven by the surge in demand for interconnect chips due to the AI industry boom [1]

成功在香港联合交易所主板挂牌上市 今天（2月9日）上午9:30 铿锵锣声 再次敲响了春节前"开门红" 澜起科技股份有限公司（6809.HK） 目前，澜起科技已发展成为全球最大的内存互连芯片供应商。作为行业创新引领者，澜起科技不仅是DDR4"1+9"分布式缓冲内存子系统架构的发明者， 也是DDR5技术的先行者。公司作为全球微电子行业标准化组织JEDEC的董事会成员，牵头制定了DDR5 RCD、MDB及CKD等多款芯片的国际标准。 来源：昆山发布 编辑：王洁 审核人：卜子华 审签人：王璟晋 成为"A+H"双上市公司 澜起科技2017年在昆山开发区成立澜起电子科技（昆山）有限公司。公司先后荣膺国家高新技术企业、江苏省工程技术研究中心、苏州市重点实验室、苏 州市企业技术中心、昆山市总部企业等荣誉，多项新产品新技术连续列入江苏省重点推广应用的新技术新产品目录。 ...