Group 1 - The core viewpoint of the articles highlights a significant surge in robot-related stocks, driven by the popularity of robot performances during the Spring Festival Gala, leading to increased sales and interest in the sector [1][2] - Notable stock performances include Yujiang (02432) up 6.52% to 42.5 HKD, Hesai-W (02525) up 6.05% to 214 HKD, and SUTENG (02498) up 5.76% to 36.38 HKD, among others [1] - JD reported a substantial increase in robot-related metrics during the Spring Festival Gala, with search volume up over 300%, customer inquiries up 460%, and order volume up 150% within two hours of the event [1] Group 2 - Dongwu Securities emphasizes that the advancements in core robotic capabilities are crucial for the industry's transition from experimental phases to mass production, marking a significant development from 2021 to 2025 [2] - The report anticipates that by 2026, major companies like Tesla and leading domestic firms will commence large-scale production, representing a new phase in the industry [2] - Investment focus is expected to narrow down to companies with genuine mass production capabilities and integration into the supply chain [2]

Core Viewpoint - The company has announced the issuance of $180 million convertible bonds maturing in 2026 with an interest rate of 0.75% [1] Group 1 - As of the announcement date, all outstanding bonds have been fully converted into shares according to the terms and conditions of the bonds [1] - The company has applied to the Stock Exchange for the delisting of the bonds, which is expected to take effect at the end of trading hours on March 2, 2026 [1]

Core Viewpoint - The company has fully converted all outstanding $180 million 0.75% convertible bonds due in 2026 into conversion shares, resulting in no issued but outstanding bonds as of the announcement date [1] Group 1 - The company has applied to the Stock Exchange for the delisting of the bonds [1] - The delisting of the bonds is expected to take effect at the end of trading hours on March 2, 2026 [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對 其準確性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部 份 內容而産生或因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 （債券證券代號：5723） 悉數轉換於2026年到期的1.8億美元0.75% 可轉換債券及撤銷上市 茲提 述 首程 控 股有 限公 司（「 本公司 」）日 期為 2025 年 6 月 30 日、2025 年 7 月 9 日、2025 年 7 月 10 日、2025 年 7 月 15 日、2025 年 9 月 12 日、2025 年 9 月 29 日 、2025 年 12 月 9 日 及 2025 年 12 月 16 日的 公 告（ 統 稱「 該 等 公 告 」），內 容有 關 本公 司 發行 於 2026 年到 期 本金 額 為 1.8 億美元 0.75%的 可轉 換 債券（「債 券 」）。除 文義 另 有所 指 外，本 公 告 所用 的 詞彙 與 該等 公 告所 界 定者 具 有相 同涵 義 。 承董 事 會命 首 程 控 股 有 限公 司 主席 趙天暘 香 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]

Group 1 - The participation of robotics companies in the 2026 CCTV Spring Festival Gala highlights the growing integration of robotics into everyday life and the capital market's interest in the embodied intelligence industry [1] - Several listed companies have established strategic partnerships or investments in key players within the robotics sector, indicating a collaborative ecosystem [1][3] - Companies like ChipLink Integrated and Summer Precision are actively developing products for humanoid robots, with some already achieving mass production [3][4] Group 2 - Tianqi Co. and Galaxy General have formed a joint venture to promote the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [4] - Junyi Digital has established a dual relationship with Galaxy General, involving both capital investment and a partnership for market promotion in specific verticals [4] - Companies such as Shicheng Holdings are heavily investing in the robotics sector, supporting multiple core enterprises through various funds [4][5] Group 3 - The 2025 Spring Festival Gala showcased humanoid robots, which previously led to rapid growth in the robotics industry, raising questions about whether this year's event can reignite similar enthusiasm [6] - Companies like Hongchang Technology and Xiaxia Precision express cautious optimism about the market potential for humanoid robots, noting that many are still in the early stages of development and order fulfillment [7][8] - Green Harmonic and Liyade are also exploring opportunities in the embodied intelligence sector, with varying degrees of revenue contribution from these initiatives [9][10]

Group 1 - The company, First Travel Holdings (00697.HK), announced a share buyback on February 16, 2023, spending HKD 9.894 million to repurchase 4.75 million shares at a price range of HKD 2.06 to 2.10 per share [1]

Group 1 - The company, 首程控股 (00697), announced a share buyback plan on February 16, 2026, involving an expenditure of HKD 9.8943 million to repurchase 4.75 million shares [1] - The buyback price per share ranges from HKD 2.06 to HKD 2.10 [1]

表格類別： 股票 狀態： 新提交 公司名稱： 首程控股有限公司 呈交日期： 2026年2月16日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00697 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總數 | | 於下 ...

Core Insights - The AI toy brand Qimiaola has launched a new product "Yin Yang Shuang Sheng" based on its core IP RAGUS & WHITE and disclosed its latest financing progress [1] - Qimiaola has completed its angel round financing, raising several tens of millions of RMB, led by Jinqiu Fund with participation from Shoucheng Holdings and Canglan Capital as the exclusive financial advisor [1] Financing and Investment - The financing will focus on two main areas: content ecosystem development and SKU matrix expansion [1] - The funds will be used to enhance the worldview and character system of the AI toy universe, fostering long-term interaction between users and characters through continuous content updates [1] - Qimiaola aims to innovate product forms and gameplay around its core IP RAGUS & WHITE, exploring collaborations with established IPs and artists to enrich the character network of its IP universe [1] Market Performance - The core IP product RAGUS has consistently ranked among the top three in sales since its launch on October 1, 2025, at Tao Zhu Xin Zao Ju, indicating strong offline consumer recognition and category potential [1] - The solid sales data from offline C-end channels has been a key factor in Shoucheng Holdings' decision to invest in Qimiaola [1]