Core Viewpoint - The performance of the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index and its related ETF reflects the market dynamics and investment opportunities within the Greater Bay Area, with notable fluctuations in constituent stocks and overall index performance [1][2]. Group 1: Index Performance - As of February 5, 2026, the China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) decreased by 0.74% [1]. - The Greater Bay Area ETF (512970) also saw a decline of 0.47%, with the latest price at 1.5 yuan [1]. - Over the past six months, the Greater Bay Area ETF has accumulated a rise of 15.97% [1]. Group 2: Stock Performance - Among the constituent stocks, Huayin Securities led with a gain of 10.02%, while Jiejia Weichuang experienced the largest drop at 12.39% [1]. - The top ten weighted stocks in the index account for 44.55% of the total index weight, with China Ping An, Luxshare Precision, and BYD being the top three [2]. Group 3: Trading and Liquidity - The trading volume for the Greater Bay Area ETF was 57.35 million yuan, with an intraday turnover rate of 0.66% [1]. - The average daily trading volume over the past week was 99.55 million yuan [1]. Group 4: Risk and Return Metrics - The maximum drawdown for the Greater Bay Area ETF this year is 5.52%, with a relative benchmark drawdown of 0.02% [1]. - The ETF's Sharpe ratio over the past year is reported at 1.51 [1]. - The tracking error for the ETF over the last three months is 0.022% [1].

致：香港交易及結算所有限公司 公司名稱: 深圳投控灣區發展有限公司 (於開曼群島註冊成立之有限公司) 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 呈交日期: 2026年2月5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) | 00737 | | 說明 | | | | | | | | | 多櫃檯證券代號 | 80737 | RMB | 說明 | | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 10,000,000,000 | HKD | | 0.1 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | | HKD ...

Market Overview - AMD's overnight drop of 17% triggered a significant decline in chip stocks, leading to a 1.95% drop in the Chinese concept index, which negatively impacted the Hong Kong stock market [1] - The Hang Seng Index fell by 340.88 points, or 1.27%, to 26,506.44 points, while the Hang Seng Tech Index decreased by 62.30 points, or 1.16%, to 5,304.14 points [1] - Major tech stocks like Tencent and Alibaba saw declines of nearly 3% and 2.5%, respectively, with Tencent's market value dropping below 500 billion [1] Company Performance - Xinda Biopharmaceuticals (01801.HK) projected total product revenue of approximately RMB 11.9 billion for 2025, reflecting a year-on-year growth of about 45% [2] - Lee & Man Paper Manufacturing (02314.HK) expects profits for 2025 to be between HKD 1.88 billion and HKD 2.00 billion, indicating a year-on-year increase of 38% to 47% [2] - ZTO Express (02057.HK) anticipates total revenue of RMB 48.5 billion to RMB 50 billion for 2025, representing a year-on-year growth of approximately 9.5% to 12.9% [2] - China Resources Cement (01313.HK) forecasts a year-on-year profit increase of about 115% to 135% for 2025, driven by reduced costs and impairment losses [2] Corporate Actions - Goldin Properties (00535.HK) reported a January contract sales total of approximately RMB 239 million, a year-on-year decrease of 61.82% [3] - Fosun International (00656.HK) plans to subscribe for additional registered capital of RMB 105 million in Shangmeng Technology, acquiring a 51.0879% stake post-increase [3] - Shanghai Pharmaceuticals (02607.HK) intends to publicly transfer its 30% stake in Bristol-Myers Squibb, with a minimum listing price of approximately RMB 1.023 billion [3] - China Coalbed Methane (08270.HK) completed the sale of 100% equity in Shanxi Qingshui Shuntai Energy Development [4] Investment Trends - The active repurchase of shares continues, with Kingsoft (03888.HK) repurchasing 1.0886 million shares for approximately HKD 29.99 million [9] - Xiaomi Group (01810.HK) repurchased 4.3 million shares for a total of HKD 146 million [10] - Kingdee International (00268.HK) repurchased 1 million shares for approximately HKD 11.1 million [11] Market Outlook - Guoyuan International's report suggests that the Hong Kong stock market may experience short-term volatility due to external factors, but maintains a positive long-term outlook [12] - CITIC Securities highlights the potential for new investment opportunities in emerging markets, despite risks from rising oil prices and long-term bond yields [12] - Galaxy Securities recommends focusing on technology, energy, precious metals, and consumer sectors for potential rebounds [13]

智通财经APP讯，湾区发展(00737)发布公告，于2026年2月4日(交易时段后)，沿江公司以内部资源向中 国银行认购结构性存款产品人民币3亿元。 ...

格隆汇2月4日丨湾区发展(00737.HK)宣布，于2026年2月4日，沿江公司以内部资源向中国银行认购结构 性存款产品人民币3亿元。 ...

智通财经APP讯，湾区发展(00737)发布公告，于2026年2月4日(交易时段后)，沿江公司以内部资源向中 国银行认购结构性存款产品人民币3亿元。 ...

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分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 董事會宣佈，於 2026 年 2 月 4 日（交易時段後），沿江公司以內部資源向中國銀行認購 結構性存款產品人民幣 300 百萬元。 認購結構性存款產品 認購結構性存款產品 董事會宣佈，於 2026 年 2 月 4 日（交易時段後），沿江公司以內部資源向中國銀行認 購結構性存款產品人民幣 300 百萬元。 上市規則之涵義 由於認購結構性存款產品之適用百分比率有一項或以上超過 5%，但所有均低於 25%，因此認購結構性存款產品構成本公司的須予披露交易，須遵守上市規則第 14 章 項下通知及公告的規定，但獲豁免遵守股東批准規定。 認購結構性存款產品 Shenzhen Investment Holdings Bay Area Development Company Limited 深 圳 投 控 灣 區 發 展 有 限 公 司 （於開曼群島註冊成立之有限公司） 股份代號：737（港幣櫃檯）及 80737（人民 ...

Group 1 - A total of 78 stocks reached a 52-week high as of February 3, with notable performers including Asia Pacific Financial Investments (08193) at 57.14%, Chao Wei Holdings (08059) at 36.00%, and Asia Backup (08290) at 33.33% [1] - The closing prices for the top three stocks that reached new highs were 0.550, 0.052, and 0.024 respectively, with their highest prices being 0.550, 0.068, and 0.036 [1] - Other significant stocks that reached new highs include Huameilele (08429) with a high rate of 20.37% and Haode Holdings (08149) at 17.65% [1] Group 2 - The report also lists stocks that reached 52-week lows, with the worst performer being Gaodi Holdings (01676) at -10.00%, followed by Huajian Medical (01931) at -9.29% and Electronic Trading Group (08036) at -9.09% [3] - The closing prices for the stocks that reached new lows include 0.340, 1.280, and 0.021 respectively, with their lowest prices being 0.315, 1.270, and 0.020 [3] - Other notable stocks that reached new lows include Controllon (01912) at -8.93% and Cool Link (08491) at -8.11% [3]

Core Viewpoint - The China Securities Guangdong-Hong Kong-Macao Greater Bay Area Development Theme Index (931000) experienced a decline of 0.80% as of January 30, 2026, with mixed performance among constituent stocks [1]. Group 1: Index Performance - The Greater Bay Area ETF (512970) fell by 1.24%, with the latest price at 1.52 yuan [1]. - Over the past six months, the Greater Bay Area ETF has accumulated a rise of 17.78% [1]. - The ETF's net value increased by 64.66% over the past two years [1]. Group 2: Return and Risk Metrics - The maximum drawdown for the Greater Bay Area ETF this year is 3.62%, with a relative benchmark drawdown of 0.02% [2]. - The ETF's management fee is 0.15%, and the custody fee is 0.05% [2]. - The ETF achieved a maximum monthly return of 21.99% since inception, with the longest consecutive monthly gain being 5 months and a maximum cumulative gain of 32.62% [1]. Group 3: Tracking Accuracy and Composition - The tracking error for the Greater Bay Area ETF over the past three months is 0.022% [3]. - The index closely tracks the performance of companies benefiting from the development of the Guangdong-Hong Kong-Macao Greater Bay Area [3]. - The top ten weighted stocks in the index account for 44.55% of the total weight, including China Ping An, Luxshare Precision, BYD, and others [3][5].

智通财经APP讯，湾区发展(00737)发布公告，2025年12月，广深高速公路、广珠西线高速公路及沿江高 速公路(深圳段)月总路费收入分别为约2.52亿元、1.06亿元及7575.8万元。其中，广深高速公路月总路费 收入同比减少2%，广珠西线高速公路月总路费收入同比增加0.5%，沿江高速公路(深圳段)月总路费收 入同比减少3%。 ...