Group 1 - The company, Yue Gang Wan Holdings (01396), announced a subscription agreement on February 3, 2026, to issue a total of 20.311 million subscription shares, representing approximately 1.78% of the company's total issued share capital as of the announcement date [1] - The subscription price is set at HKD 6.00 per share, which reflects an approximate discount of 8.40% compared to the closing price of HKD 6.55 on the date of the agreement [1] - The total proceeds from the subscription are expected to be around HKD 121.9 million, with a net amount of approximately HKD 121.6 million after deducting expenses related to the subscription [1] Group 2 - The net issue price per subscription share is approximately HKD 5.99 [1] - The board intends to use about 90% of the net proceeds for potential AI computing power cloud service projects, while the remaining 10% will be allocated for daily operational expenses [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產生或因倚賴該等內容而引致之任何損失承擔任何責 任。 本 公 告 僅 供 參 考，並 不 構 成 收 購、購 買 或 認 購 本 公 司 證 券 的 邀 請 或 要 約。 GUANGDONG – HONG KONG GREATER BAY AREA HOLDINGS LIMITED 粵港灣控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1396） 根據一般授權認購新股份 根據一般授權認購新股份 董事會欣然宣佈，於2026年2月3日（交 易 時 段 後），本 公 司 與 認 購 人 訂 立 認 購 協 議，據 此，本 公 司 已 有 條 件 同 意 配 發 及 發 行，而 認 購 人 已 有 條 件 同 意 認 購 合 共20,311,005股 認 購 股 份，佔(i)本公司於本公告日期全部已發行股本約1.78%； 及(ii)本公司經配發及發行認購股份擴大後的全部已發行股本約1.74%（假 ...

文｜张子怡 财务数据方面，天顿数据提供的数据显示，2025年第一季度，公司营收达到1.74亿元并实现盈利，凭借 近三年1091%的营收增长率，入选2025德勤中国高科技高成长50强。目前，公司在手订单规模超百亿 元，服务客户近200家，涵盖头部云服务商与AI企业。 值得注意的是，天顿数据背后的母公司粤港湾控股通过债务重组优化了资产负债结构，并于同年10月完 成对天顿数据海外控股主体Wisdom集团的收购，正式切入AI智算赛道。财报显示，受益于债务重组及 新业务并表，粤港湾控股2025年中期业绩实现扭亏为盈，净资产较年初增长30倍。 在业务拓展层面，2025年12月，天顿数据与光通信领域龙头华工科技（000988）达成合作，共同打造智 能算力解决方案；2026年1月，其位于深圳龙岗的"润六尺-天顿大湾区AI推理算力产业基地"正式启动， 首期1000台高性能推理服务器集群已投产。此外，公司还与江苏连云港国企签署了总额16.8亿元的算力 运营合作意向。 「天顿数据」是港股上市公司粤港湾控股（01396.HK）旗下的核心子公司，定位为智算建设运营服务 商。公司主要提供"绿能智算"全生命周期服务，包括AIDC（人工智能 ...

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 FF301 II. 已發行股份及/或庫存股份變動及足夠公眾持股量的確認 致：香港交易及結算所有限公司 公司名稱: 粵港灣控股有限公司 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) | 01396 | 說明 | | | | | | | | | | | 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 | HKD | | 0.1 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 5,000,000,000 | HKD | | 0.1 ...

Major Events - Lanke Technology (06809) will conduct an IPO from January 30 to February 4, with an expected listing on February 9 [1] - Aixin Yuanzhi (00600) will conduct an IPO from January 30 to February 5, with an expected listing on February 10 [1] - Lexin Outdoor (02720) will conduct an IPO from January 31 to February 5, raising HKD 130 million from Horizon Capital and Huangshan Dejun [1] - Dongpeng Beverage (09980) sets the offer price at HKD 248 per share [1] - Zhonghui Biotech-B (02627) received approval from the National Medical Products Administration for a trivalent influenza virus subunit vaccine [1] - Kangzheng Pharmaceutical (00867) received approval for the first and only targeted drug for vitiligo treatment in China [1] - Shishi Pharmaceutical Group (02005) received production registration for Propafenone Hydrochloride Injection from the National Medical Products Administration [1] - China Aluminum (02600) plans to jointly acquire 68.6% of Brazilian Aluminum from Rio Tinto and will initiate a mandatory offer [1] - Yanzhou Coal Mining (01171) plans to transfer 100% equity of Inner Mongolia Xintai Coal [1] - Botai Car Union (02889) plans to collaborate with Ping An Property & Casualty to reconstruct the smart travel insurance ecosystem [1] - Jin Jing New Energy (01783) signed a strategic framework agreement with Tianqi Grand for lithium battery recycling and precious metal extraction [1] - Guangdong-Hong Kong-Macau Holdings (01396) subsidiary Hongce Data introduces Fudian Capital as a strategic investor for 40% equity [1] - China Mobile (00941), China Unicom (00762), and China Telecom (00728) will adjust the applicable scope of value-added tax for telecom services [1] Operating Performance - BYD Company (01211) sold approximately 210,000 new energy vehicles in January [2] - Geely Automobile (00175) reported total vehicle sales of 270,200 units in January, a year-on-year increase of about 1% [2] - Chery Automobile (09973) saw total sales of 191,500 vehicles in January, a year-on-year decrease of about 10.7% [2] - Seres (09927) reported total vehicle sales of 45,900 units in January, a year-on-year increase of 104.85% [2] - Great Wall Motors (02333) sold approximately 90,300 vehicles in January, a year-on-year increase of 11.59% [2] - Li Auto-W (02015) delivered 27,668 new vehicles in January, a year-on-year decrease of 7.5% [2] - NIO-SW (09866) delivered 27,182 vehicles in January, a year-on-year increase of 96.1% [2] - GAC Group (02238) reported vehicle sales of 116,600 units in January, a year-on-year increase of 18.47% [2] - Great Wall Motors (02333) released a preliminary report indicating a net profit attributable to shareholders of 9.912 billion yuan for 2025, a year-on-year decrease of 21.71% [2] - Shandong Gold (01787) expects a net profit attributable to shareholders of approximately 4.6 billion to 4.9 billion yuan for 2025, a year-on-year increase of 56% to 66% [2] Earnings Forecast - SF Express (09699) expects a year-on-year profit increase of no less than 80% for 2025 [3] - China International Capital Corporation (03908) anticipates a net profit attributable to shareholders of 8.542 billion to 10.535 billion yuan for 2025, a year-on-year increase of 50% to 85% [3] - China Shenhua (01088) expects a year-on-year decline in net profit for 2025 [3] - Datang Power (00991) anticipates a net profit of approximately 6.8 billion to 7.8 billion yuan for 2025, a year-on-year increase of about 51% to 73% [3] - China Southern Airlines (01055) expects a net profit attributable to shareholders of 800 million to 1 billion yuan for 2025, turning a profit [3] - Air China (00753) warns of a net loss attributable to shareholders of approximately 1.3 billion to 1.9 billion yuan for 2025 [3] - China Eastern Airlines (00670) warns of a net loss attributable to shareholders of approximately 1.3 billion to 1.8 billion yuan for 2025 [3] - GAC Group (02238) expects a net loss attributable to shareholders of 8 billion to 9 billion yuan for 2025 [3] - Ansteel (00347) warns of a net loss attributable to shareholders of approximately 4.077 billion yuan for 2025, a year-on-year narrowing of 42.75% [3] - Junshi Biosciences (01877) warns of a net loss attributable to shareholders of approximately 873 million yuan for 2025, a year-on-year decrease of about 31.85% [3]

Group 1 - The core viewpoint of the news is that Guangdong-Hong Kong-Macau Holdings has received significant support from state-owned capital through an investment of 800 million RMB for a 40% stake in its subsidiary, Tiandun Data, which enhances its AI computing power business and signifies state recognition of its strategic transformation into a "digital ecosystem operator" [1][2][6] Group 2 - The strategic investment by state-owned capital is not an isolated event, as it follows previous funding rounds aimed at supporting AI computing cloud service projects, indicating ongoing state support for the company's AI transformation [2] - The timing of state capital's involvement is driven by changes in supply and demand dynamics, with the AI wave pushing general data centers to upgrade to intelligent computing centers, projected to reach a market size of nearly 25 trillion RMB by 2028 [3] - The recognition of the scarcity of AI computing power and the company's capacity post-transformation is crucial, as Tiandun Data is among the top operators in China capable of building high-performance computing clusters, meeting the needs for large model training [4] Group 3 - Tiandun Data's revenue is expected to grow significantly, with projections showing an increase from 50.9 million RMB in 2022 to 230 million RMB in 2024, and a compound growth rate of 114.5% [5] - The company has accumulated over 10 billion RMB in operational and billing orders, primarily from major telecom operators and internet companies, ensuring a stable revenue stream [5] - The financial structure has been optimized, with a reduction in debt ratio from 45% to 7% after a successful debt-to-equity swap, providing flexibility for AI business expansion [5] Group 4 - The collaborative ecosystem effect is accelerating, leveraging the company's past capabilities in industrial park operations and government resource connections to expand its intelligent computing business [7] - The company is transitioning its land resources from traditional logistics to high-performance computing centers, enhancing operational efficiency in new infrastructure [8] - Tiandun Data's AI computing centers are equipped with advanced management and scheduling platforms, which are critical for transitioning from basic services to comprehensive AI computing services [9] Group 5 - Partnerships with companies like Huagong Technology are expected to enhance network infrastructure and service capabilities, facilitating access to government and enterprise clients [10] - The company is also collaborating on a large AI inference computing base in the Guangdong-Hong Kong-Macau Greater Bay Area, with significant computing power already operational [10] - The valuation framework of the company is anticipated to shift from traditional real estate metrics to technology growth metrics, reflecting its transformation and the potential for significant valuation increases [11]

一家香港新锐AI企业的公告，意外地揭示了粤港澳大湾区在人工智能基础设施竞赛中一种新颖而敏锐 的进击策略。 1月30日晚间，港股上市公司粤港湾控股(01396)宣布获得深圳市福田区国资委旗下福田资本运营集团8 亿元人民币的战略性投资。值得注意的是，这笔投资并非投向传统产城业务，而是精准注入其旗下的算 力子公司——深圳天顿数据集团，资金将专项用于该公司在粤港澳大湾区的算力网络布局。 与此同时，粤港湾控股新近战略转型成效显著：2025年中报显示，公司从同期负债率99%到盈利人民币 9.7亿，而后又斥资9.77亿港元收购AI算力公司，粤港湾控股完成了一场从产城开发商到数字生态运营 商的华丽蜕变。 在"东数西算"国家战略纵深推进、广东省加速实施"人工智能+"行动方案的背景下，这笔交易远非一次 普通的资本注入。它折射出地方国资对算力基础设施布局逻辑的深刻转变，也标志着一家曾经的产城企 业正以惊人的决心与速度，蜕变为湾区AI底座的重要参与者。 战略联姻：为何是粤港湾？ 第一个核心问题是，在众多纯科技公司中，福田国资为何选择一家产城开发背景的港股上市公司作为算 力产业的合作伙伴？ 全国性的"东数西算"工程，旨在构建全国一体化 ...

Group 1 - The company announced an investment agreement involving the subscription of 40% equity in the target company for RMB 800 million, which will result in the company retaining a 60% stake in the target company, making it a non-wholly owned subsidiary [1] - The target company specializes in internet data services, big data services, and cloud computing equipment technology services [1] Group 2 - The company has completed the acquisition of all issued shares of Wisdom Knight Holdings Limited, marking a significant step in its engagement with the AI industry and related fields [2] - The introduction of Fudian Capital as a strategic investor is crucial for the company's integration into the national AI development strategy, providing strong support for its ongoing leadership in AI computing infrastructure [2] - Fudian Capital's advantages in policy resources, industry connections, and low-cost financing will enhance the company's ability to accelerate its intelligent computing business layout and improve service capabilities [2]

Group 1 - The company announced an investment agreement where the investor will subscribe to 40% of the target company's newly issued shares for RMB 800 million, allowing the company to retain a 60% stake in the target company, which will become a non-wholly owned subsidiary [1] - The target company primarily engages in internet data services, big data services, and cloud computing equipment technology services [1] Group 2 - The company has completed the acquisition of all issued shares of Wisdom Knight Holdings Limited and will actively participate in the AI industry and related fields [2] - The introduction of Fudian Capital as a strategic investor is a key step for the company to deeply integrate into the national AI development strategy, providing strong support for the company's continued leadership in AI computing infrastructure [2] - Fudian Capital's advantages in policy resources, industry connections, and low-cost financing will significantly support the company's efforts to accelerate its intelligent computing business layout and enhance its diverse heterogeneous computing service capabilities [2]

Group 1 - The company announced an investment agreement involving the subscription of 40% equity in the target company for a price of RMB 800 million (approximately HKD 896 million) [1] - After the completion of the investment, the company will retain a 60% stake in the target company, which will become a non-wholly-owned subsidiary [1] - The target company is registered in Shenzhen, Guangdong Province, and primarily engages in internet data services, big data services, and cloud computing equipment technology services [1] Group 2 - The introduction of Fudian Capital as a strategic investor is a key step for the company to deeply integrate into the national AI development strategy [2] - Fudian Capital's advantages in policy resources, industry connections, and low-cost financing will support the company's accelerated layout in intelligent computing business [2] - This partnership will enhance collaboration with critical sectors such as government, finance, and energy, facilitating the intelligent upgrade of various industries and improving corporate governance and brand credibility [2]