Group 1 - The stock of Eagle Precision (01286.HK) rose over 10% during trading, reaching a historical high of 7.66 HKD [1] - As of the report, Eagle Precision's stock increased by 9.59%, trading at 7.54 HKD, with a transaction volume of 46.8363 million HKD [1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Eagle Precision (01286), which rose over 10% to reach a historical high of 7.66 HKD, with a current price of 7.54 HKD and a trading volume of 46.8363 million HKD [1] - Dongwu Securities reports that the investment in North America's electricity shortage is gradually shifting from gas turbines to gas internal combustion engines and SOFC, indicating that the current electricity shortage exceeds the total production capacity of various technologies, suggesting that all related investment opportunities should be considered [1] - Industrial demand for the company's products is stable and increasing, particularly in high-margin segments such as large horsepower engines and robotics, with AIDC boosting the demand for large horsepower engines [1] Group 2 - The company provides sand-cast cylinder blocks for large horsepower engines to major clients such as Caterpillar and Cummins, indicating a strong position in the market [1] - The sectors served by the company include large horsepower engines, construction machinery, agricultural machinery, recreational boats, passenger vehicles, commercial vehicles, aviation, energy, and medical, showcasing a diverse application of its products [1]

Group 1 - Eagle Precision (01286) saw its stock price rise over 10% during trading, reaching a historical high of 7.66 HKD, and is currently trading at 7.54 HKD with a transaction volume of 46.8363 million HKD [1] - Dongwu Securities reports that investment in North America's electricity shortage is gradually shifting from gas turbines to gas internal combustion engines and SOFCs, indicating that the sector has not yet reached a stage of selecting technological paths, thus all related investment opportunities should be emphasized [1] - Industrial demand for the company's products is stable and increasing, particularly in high-margin segments such as large horsepower engines and robotics, with AIDC boosting demand for large horsepower engines [1]

Market Overview - The Hang Seng Index opened lower but managed to close up by 0.14% [1] - The geopolitical situation remains stable, with Iran set to negotiate nuclear issues with the U.S. on February 6 [1] - Gold and silver prices fell significantly, with silver dropping over 14% and gold falling more than 2% to below $4,900 per ounce [1] International Relations - Russian President Putin plans to visit China in the first half of 2026 following a video call with Chinese leaders [2] - U.S. and Chinese leaders had a positive discussion regarding regional issues and economic cooperation, with a planned visit by Trump to China in April [2] - China has requested state-owned enterprises to pause new investment projects in Panama [2] Technology Sector - Despite declines in U.S. tech stocks, some Chinese tech companies like Naxin Micro (02676) reported strong earnings and plan to raise product prices by 10%-25% [3] - Baidu (09888) announced a stock buyback plan of up to $5 billion and plans to introduce a dividend policy by 2026, leading to a nearly 3% increase in its stock price [3] - Xiaomi (01810) repurchased shares worth HKD 146 million, also seeing a nearly 3% rise [3] - Tencent (00700) is expected to maintain double-digit growth in its gaming business by 2026, with advertising revenue projected to grow around 20% [3] Consumer Sector - Kweichow Moutai (600519.SH) has shown strong performance, boosting consumer valuations [4] - Oriental Selection (01797) surged over 10% due to its unique brand and membership model [4] - Pop Mart (09992) reported significant demand for its new products, with resale prices on secondary markets showing substantial premiums [4] Restaurant Sector - Yum China (09987) reported total revenue of $11.797 billion for 2025, a 4% increase year-on-year, with net profit rising by 2% [5] - Haidilao (06862) is seeing positive impacts from the return of its founder, with plans for expansion and new brand growth [5] - Brainstorm Aurora-B (06681) announced a strategic partnership to promote digital health products in Southeast Asia, with a significant stock price increase of over 15% [6] Energy Sector - The U.S. is experiencing a surge in natural gas power generation capacity, with over 29 GW under construction, but many projects may face delays due to a lack of available gas turbines [7] - Companies like Eagle Precision (01286) and Dongfang Electric (01072) are positioned to benefit from this trend, with expectations of increased demand for gas turbine components [7] Aviation Sector - Cirrus Aircraft (02507) launched the new G3 Vision Jet, enhancing its product line and expected to improve profit margins [8] - The new jet model is designed for private and corporate users, featuring significant upgrades in safety and comfort [8] - Cirrus is projected to deliver approximately 800 aircraft in 2025, with new orders expected to reach around 600 units [9]

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: 鷹普精密工業有限公司 呈交日期: 2026年2月2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) | 01286 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 13,500,000,000 | HKD | | 0.1 | HKD | | 1,350,000,000 | 本月底法 ...

Group 1 - Mitsubishi UFJ Financial Group, Inc. increased its stake in Eagle Precision (01286) by 1.646 million shares at a price of HKD 6.5858 per share, totaling approximately HKD 10.84 million [1][3] - After the increase, Mitsubishi UFJ's total shareholding in Eagle Precision reached 94.424 million shares, representing a 5% ownership stake [1][3]

Group 1 - Mitsubishi UFJ Financial Group, Inc. increased its stake in Eagle Precision (01286.HK) by acquiring 1.646 million shares at an average price of HKD 6.5858 per share, totaling approximately HKD 10.84 million [1] - Following the acquisition, Mitsubishi UFJ Financial Group, Inc.'s total shareholding reached 94.424 million shares, raising its ownership percentage from 4.91% to 5.00% [1][2]

Group 1 - Mitsubishi UFJ Financial Group, Inc. increased its stake in Eagle Precision (01286) by acquiring 1.646 million shares at a price of 6.5858 HKD per share, totaling approximately 10.84 million HKD [1] - Following the acquisition, Mitsubishi UFJ's total shareholding in Eagle Precision reached 94.424 million shares, representing a 5% ownership stake [1]

Core Viewpoint - Eagle Precision (01286) has seen its stock price rise over 12%, reaching a new high of 7.17 HKD since its listing, driven by the demand surge in AI data centers and related power shortages in the U.S. [1] Industry Insights - The rapid development of AI is expected to significantly increase electricity consumption, leading to sustained high demand for electrical equipment. Key focus areas include transformers and gas turbines, particularly in developed markets like Europe and the U.S., which exhibit high profitability and entry barriers. Companies with superior channel resources and technological capabilities are likely to benefit greatly [1][1][1]. Company Performance - Eagle Precision's products are utilized across various sectors, including high-power engines, construction machinery, agricultural machinery, recreational boats, passenger vehicles, commercial vehicles, aviation, energy, and healthcare. The overall demand is steadily increasing, with high profitability observed in segments like high-power engines and robotics [1][1]. - The demand for high-power engines has been boosted by AIDC, with the company providing sand-cast engine blocks to major clients like Caterpillar and Cummins. In the first half of 2025, revenue from this segment is projected to grow by 48.3% year-on-year to 530 million CNY, accounting for 21.8% of total revenue [1][1]. - The company has also entered the supply chain for Da Vinci surgical robots and is in discussions with overseas humanoid robot companies, enhancing its long-term growth potential [1][1].

Core Viewpoint - Eagle Precision (01286) has seen its stock price rise over 12%, reaching a new high of 7.17 HKD since its listing, driven by the demand surge in AI data centers and related power shortages in the U.S. [1] Group 1: Market Trends - The AI data center (AIDC) and electricity shortages are identified as core investment themes leading up to 2026, with expectations of increased electricity consumption due to rapid global AI development [1] - Global demand for electrical equipment is anticipated to remain high, particularly in developed markets like Europe and the U.S., which exhibit characteristics of high profitability and high barriers to entry [1] Group 2: Company Performance - Eagle Precision's products are utilized across various sectors, including large horsepower engines, construction machinery, agricultural machinery, recreational boats, passenger vehicles, commercial vehicles, aviation, energy, and medical industries, with overall demand showing steady growth [1] - The company reported a 48.3% year-on-year revenue increase in its large horsepower engine segment for the first half of 2025, amounting to 530 million CNY, which constitutes 21.8% of its total revenue [1] - Eagle Precision has entered the supply chain for Da Vinci surgical robots and is in discussions with overseas humanoid robot companies, indicating potential for long-term growth [1]