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: | 趣致集團 | | | | | | | 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) | 00917 | 說明 | | | | | | | | 法定/註冊股份數目 | | 面值 | | 法定/註冊股本 | | | 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 | USD | 0.00001 | USD | 50,000 | | 增加 / 減少 (- ...

Core Viewpoint - Qutai Group (00917) is expected to turn a profit by the fiscal year ending December 31, 2025, with a projected net profit between RMB 270 million and RMB 330 million, following a net loss of RMB 1.6627 billion in 2024 [1] Group 1 - Qutai Group's stock rose over 8%, reaching HKD 33.92 with a trading volume of HKD 240 million [1] - The anticipated turnaround to profitability is attributed to the company's increased long-term investment in research and development, particularly in AI applications and intelligent interaction [1] - The maturity and application of related technological capabilities have effectively optimized operational efficiency and delivery capacity, leading to a gradual expansion of business scale [1]

消息面上，近日，趣致集团发布公告称，预期截至2025年12月31日止年度将录得扭亏为盈，净利润介乎 人民币2.70亿元至人民币3.30亿元，2024年净亏损为人民币16.627亿元。公告指，扭亏为盈主要由于集 团持续加大对研发的长期投入，尤其在AI应用及智能交互领域形成了深厚且扎实的技术积累，推动终 端AI互动营销能力的持续提升。同时，相关技术能力的成熟应用有效优化了运营效率与交付能力，并 逐步转化为业务规模的扩张，从而支持了本年度收入及利润的稳步增长。 趣致集团(00917)涨超8%，截至发稿，涨8.03%，报33.92港元，成交额2.4亿港元。 ...

Market Overview - The Hong Kong stock market experienced a "V"-shaped movement, with the Hang Seng Index down by 0.99% to 26,578 points, the Hang Seng Tech Index down by 1.15% to 5,755.35 points, and the National Enterprises Index down by 0.85% to 9,142.45 points [1] - Major airline stocks saw significant gains, with China Eastern Airlines up over 9% and China Southern Airlines up 6.5% [1] - Large tech stocks generally declined, with Alibaba down 3.31%, Tencent down 1.13%, and JD.com down 1.23% [1] - Biopharmaceutical stocks also fell, with WuXi Biologics down over 5% [1] - Broker stocks decreased, with Shenwan Hongyuan down over 3% [1] Company News - China Shenhua (01088.HK) expects coal sales to be 431 million tons in 2025, a decrease of 6.4% year-on-year [2] - New China Life Insurance (01336.HK) anticipates cumulative original insurance premium income of 195.899 billion yuan in 2025, a 15% increase year-on-year [3] - Yongjia Group (03322.HK) projects a revenue growth rate of approximately 16% for its high-end fashion retail business in Q4 2025 [4] - Ronshine China (03301.HK) expects total contract sales of about 3.777 billion yuan in 2025, a decrease of 50.96% year-on-year [5] - Tianhong International Group (02678.HK) forecasts a net profit increase of about 60% for the 2025 fiscal year due to a recovery in domestic and international market orders [5] - Quzhi Group (00917.HK) anticipates turning a profit in 2025, with net profit between 270 million to 330 million yuan, compared to a loss of 1.663 billion yuan in the previous year [5] - October Rice Field (09676.HK) expects adjusted net profit of approximately 550 million to 590 million yuan in 2025, a year-on-year increase of about 57.6% to 69.1% [5] - China Boton (03318.HK) issued a profit warning, expecting goodwill impairment losses of no less than 750 million yuan for its tobacco flavoring business in 2025 [5] Institutional Insights - Huatai Securities notes that the core factors driving the market rebound in Q1 remain unchanged, including overall loose financial conditions and improved profit expectations [9] - Tianfeng Securities believes that the Hong Kong market has the basis for a rebound but remains cautious due to high overseas interest rates [9] - Guojin Securities expects the valuation advantages of the Hong Kong market to become more pronounced as the domestic economy recovers and overseas monetary policies turn accommodative [10] - Industrial Securities recommends focusing on leading companies in the AI sector and suggests opportunities in dividend assets and new consumption areas [10]

每经AI快讯，趣致集团(00917.HK)盈喜后涨超13%，截至发稿涨13.01%，报28.5港元，成交额4348.78万 港元。 ...

智通财经APP获悉，趣致集团(00917)盈喜后涨超13%，截至发稿，涨13.01%，报28.5港元，成交额 4348.78万港元。 扭亏为盈主要由于集团持续加大对研发的长期投入，尤其在AI应用及智能交互领域形成了深厚且扎实 的技术积累，推动终端AI互动营销能力的持续提升。同时，相关技术能力的成熟应用有效优化了运营 效率与交付能力，并逐步转化为业务规模的扩张，从而支持了本年度收入及利润的稳步增长；及本年度 并无有关公允价值亏绌。 消息面上，趣致集团发布公告，预期截至2025年12月31日止年度将录得扭亏为盈，净利润介乎人民币 2.70亿元至人民币3.30亿元，2024年净亏损为人民币16.627亿元。 ...

消息面上，趣致集团发布公告，预期截至2025年12月31日止年度将录得扭亏为盈，净利润介乎人民币 2.70亿元至人民币3.30亿元，2024年净亏损为人民币16.627亿元。 扭亏为盈主要由于集团持续加大对研发的长期投入，尤其在AI应用及智能交互领域形成了深厚且扎实 的技术积累，推动终端AI互动营销能力的持续提升。同时，相关技术能力的成熟应用有效优化了运营 效率与交付能力，并逐步转化为业务规模的扩张，从而支持了本年度收入及利润的稳步增长；及本年度 并无有关公允价值亏绌。 趣致集团(00917)盈喜后涨超13%，截至发稿，涨13.01%，报28.5港元，成交额4348.78万港元。 ...

Market Overview - The Hong Kong stock market opened slightly lower on January 19, with the Hang Seng Index down 0.76% at 26,641.6 points, the Hang Seng Tech Index down 0.77% at 5,777.07 points, the State-Owned Enterprises Index down 0.76% at 9,151.07 points, and the Red Chip Index down 0.4% at 4,122.65 points [1] - Major tech stocks experienced declines, including Alibaba down 2.53%, Tencent down 0.65%, JD.com down 0.53%, Xiaomi down 1.29%, NetEase down 0.83%, Meituan down 1.2%, Kuaishou down 1.53%, and Bilibili down 2.69% [1] - The non-ferrous metals sector was active, with Zijin Mining rising over 3%, while the lithium battery sector saw most stocks increase, with BYD rising over 1% [1] - Some domestic property stocks fell, with Country Garden down over 10%, and the biopharmaceutical sector opened lower, with Tigermed down over 2% [1] Company News - China Shenhua (01088.HK) expects coal sales volume in 2025 to be 431 million tons, a year-on-year decrease of 6.4% [2] - New China Life Insurance (01336.HK) anticipates cumulative original insurance premium income in 2025 to reach 195.899 billion yuan, a year-on-year increase of 15% [3] - Yongjia Group (03322.HK) projects a revenue growth rate of approximately 16% for its high-end fashion retail business in the fourth quarter of 2025 [4] - Ronshine China (03301.HK) expects total contract sales in 2025 to be approximately 3.777 billion yuan, a year-on-year decrease of 50.96% [5] - Tianhong International Group (02678.HK) issued a profit warning, expecting a net profit increase of about 60% for the 2025 fiscal year due to a recovery in domestic and international market orders [5] - Qizhi Group (00917.HK) anticipates turning a profit in 2025, with net profit estimated between 270 million to 330 million yuan, compared to a loss of 1.663 billion yuan in the previous year [5] - October Rice Field (09676.HK) issued a profit warning, expecting adjusted net profit of approximately 550 million to 590 million yuan in 2025, a year-on-year increase of about 57.6% to 69.1% [5] - China Boton (03318.HK) issued a profit warning, expecting goodwill impairment losses of no less than approximately 750 million yuan for its tobacco flavor business in 2025 [5] Strategic Insights - Guojin Securities suggests that the Hong Kong stock market is entering a "spring market" at the beginning of 2026, likely to continue until mid-year, driven by domestic and international easing expectations and policy collaboration [9] - Galaxy Securities anticipates narrow fluctuations in the Hong Kong stock market due to reduced short-term interest rate cut expectations from the Federal Reserve and increased global geopolitical uncertainties [9] - GF Securities views the chemical industry as a typical cyclical sector, predicting a "dawn" phase for the chemical industry amid capital expenditure growth turning negative and a focus on domestic demand expansion [9]

Core Viewpoint - Qutai Group (00917) expects to achieve profitability for the fiscal year ending December 31, 2025, with a net profit ranging from RMB 270 million to RMB 330 million, compared to a net loss of RMB 1.663 billion for the fiscal year ending December 31, 2024 [1][4]. Group 1 - The turnaround to profitability is attributed to several key factors, including increased long-term investment in research and development, particularly in AI applications and intelligent interaction, leading to a solid technical foundation [1][4]. - The continuous enhancement of terminal AI interactive marketing capabilities has contributed to steady growth in revenue and profit for the current fiscal year [1][4]. - The mature application of related technical capabilities has effectively optimized operational efficiency and delivery capacity, gradually translating into business scale expansion [1][4]. Group 2 - For the fiscal year ending December 31, 2024, the company recorded a non-cash one-time fair value loss of RMB 1.899 billion due to the conversion of redeemable convertible preferred shares into ordinary shares, but there is no such fair value loss for the current fiscal year [1][4].

扭亏为盈主要由于若干关键因素：(i)集团持续加大对研发的长期投入，尤其在AI应用及智能交互领域形 成了深厚且扎实的技术积累，推动终端AI互动营销能力的持续提升。同时，相关技术能力的成熟应用 有效优化了运营效率与交付能力，并逐步转化为业务规模的扩张，从而支持了本年度收入及利润的稳步 增长；及(ii)截至2024年12月31日止年度有集团可转换可赎回优先股转换为普通股产生的非现金一次性 公允价值亏绌人民币18.994亿元，但本年度并无有关公允价值亏绌。 格隆汇1月16日丨趣致集团(00917.HK)发布公告，截至2025年12月31日止年度，集团预期本年度将录得 扭亏为盈，净利润介乎人民币2.70亿元至人民币3.30亿元，而截至2024年12月31日止年度的净亏损为人 民币16.627亿元。 ...