格隆汇2月9日丨澜起科技(688008.SH)公布，经香港联交所批准，公司本次发行的65,890,000股H股股票 （行使超额配售权之前）于2026年2月9日在香港联交所主板挂牌并上市交易。公司H股股票中文简称 为"澜起科技"，英文简称为"MONTAGETECH"，股份代号为"6809"。 ...

澜起科技涨超50%，兆易创新涨超11%，上海复旦涨超10%，天域半导体、中芯国际均涨超5%。 (本文来自第一财经) 澜起科技涨超50%，兆易创新涨超11%，上海复旦涨超10%，天域半导体、中芯国际均涨超5%。 (本文来自第一财经) ...

2月9日，澜起科技大宗交易成交5.35万股，成交额927.96万元，占当日总成交额的0.13%，成交价173.45 元，较市场收盘价173.45元持平。 | 股票基金信息 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为专 | | 026-02-09 | 湖起科技 | 688008 | 173.45 927.96 | 5.35 | 茶育園餐園餐園酒 | 稠闊體 | | | ...

澜起科技首日表现强劲，开盘报168港元，较每股106.9港元的发行价高开57.17%。截至当日收盘，报 175港元，涨63.72%，对应总市值超2121亿港元。 转自：新华财经 据悉，澜起科技成立于2004年5月，总部位于上海。公司于2019年7月在上海交易所科创板挂牌上市。 新华财经香港2月9日电（记者林迎楠）澜起科技股份有限公司9日在香港交易所主板正式挂牌交易，实 现"A+H"双上市平台。 招股书显示，澜起科技此次发售6589万股，每股定价106.89港元，募集资金总额约70.43亿港元，募资净 额约69.05亿港元。此次H股上市募集的资金将主要用于深化公司的国际化战略布局、持续吸引并集聚优 秀的研发与管理人才、增强境外融资能力等三个方面。 澜起科技表示，受益于AI产业趋势，行业需求旺盛，互连类芯片出货量增加推动公司2025年度经营业 绩较上年同期实现大幅增长。公司日前发布的公告预计，澜起科技2025年度净利润将达到21.5亿元至 23.5亿元人民币，较上年同期增长52.29%至66.46%。扣除非经常性损益后的净利润预计为19.2亿元至 21.2亿元人民币，增幅最高接近70%。 编辑：罗浩 ...

Core Viewpoint - 澜起科技 successfully listed on the Hong Kong Stock Exchange, enhancing its international presence and funding capabilities, while also experiencing significant stock price appreciation on its debut [1][4]. Group 1: Company Overview - 澜起科技 is a leading fabless integrated circuit design company focused on providing interconnect solutions for cloud computing and AI infrastructure [1]. - The company was founded in 2004 by Yang Chonghe and Stephen Tai, with prior experience in integrated circuit design and engineering management [3]. - 澜起科技 was previously listed on NASDAQ but went private in 2014 after facing allegations of financial misconduct [1][3]. Group 2: Financial Performance - For 2025, 澜起科技 expects a net profit of between 2.15 billion and 2.35 billion yuan, representing a year-on-year growth of 52.29% to 66.46% [6]. - The company reported a significant increase in revenue for 2024, reaching 3.639 billion yuan, a 59% increase year-on-year, with net profit soaring by 213% to 1.412 billion yuan [6]. - The gross profit margins for 澜起科技 from 2022 to 2025 are projected to remain high, with figures of 46.4%, 58.9%, 58.1%, and 61.5% respectively [7]. Group 3: Market Position and Growth Potential - 澜起科技 has become the largest supplier of memory interconnect chips globally, holding a market share of 36.8% in 2024 [3]. - The global memory interconnect chip market is expected to grow from $1.2 billion to $5 billion between 2024 and 2030, with a compound annual growth rate (CAGR) of 27.4% [7]. - The PCIe and CXL interconnect chip market is projected to expand from $2.3 billion to $9.5 billion during the same period, with a CAGR of 26.7% [7]. Group 4: IPO and Investment - 澜起科技's IPO attracted 17 cornerstone investors, including major financial institutions and industry players, raising approximately $450 million, which accounts for 49.82% of the global offering [4]. - The company has faced recent share reductions from major shareholders, with significant amounts of stock being sold [5].

Core Viewpoint - 澜起科技股份有限公司 (06809.HK) successfully listed on the Hong Kong Stock Exchange, closing at 175.00 HKD, representing a 63.72% increase from its initial offering price of 106.89 HKD [1][2]. Group 1: Company Overview - 澜起科技 is a fabless integrated circuit design company focused on providing innovative, reliable, and energy-efficient interconnect solutions for cloud computing and AI infrastructure [1]. - The company issued a total of 65,890,000 shares, with 6,589,000 shares allocated for public offering in Hong Kong and 59,301,000 shares for international offering [2]. Group 2: Financial Details - The total amount raised from the offering, before the exercise of the over-allotment option, was 7,043.0 million HKD, with net proceeds amounting to 6,904.6 million HKD after deducting estimated listing expenses of 138.4 million HKD [3]. - 澜起科技 plans to utilize the net proceeds for research and development in interconnect chips, enhancing commercialization capabilities, strategic investments and/or acquisitions, working capital, and general corporate purposes [3]. Group 3: Key Investors - The cornerstone investors in this offering include JPMIMI, UBS AM, Yunfeng Capital, and several others, collectively holding significant stakes in the company [4]. Group 4: Historical Context - 澜起科技 was previously listed on the Shanghai Stock Exchange's STAR Market on July 22, 2019, raising a total of 280,193.84 million CNY, with a net amount of 274,655.81 million CNY after expenses [7]. - The company’s initial public offering in 2019 aimed to raise funds for projects related to next-generation memory interface chips, server CPU technology upgrades, and AI chip development [7].

Group 1: Market Performance - The Hang Seng Index closed up 1.76%, while the Hang Seng Tech Index rose by 1.34% [1] - Leading sectors included optical communication, with notable gains from companies such as 澜起科技 (Lanke Technology) up over 63% and 长飞光纤光缆 (Changfei Optical Fiber) up 15.3% [1] - Consumer stocks showed continued recovery, with 中国中免 (China Duty Free) rising 8.3% and 泡泡玛特 (Pop Mart) increasing by 5.7% [1] Group 2: Company Highlights - 澜起科技 (Lanke Technology) officially listed on the Hong Kong stock market, opening with a gain of over 50% from its issue price, and its market capitalization quickly surpassed 200 billion HKD, closing at 175 HKD, up 63.72% [3] - 智谱 (Zhiyu) saw its stock price increase by 36.22% after the public listing of its large model, reaching a market value of 123.4 billion HKD [2] Group 3: Industry Trends - The rapid growth in demand for AI large model training and inference is driving a recovery in the storage industry, with high-performance storage products experiencing explosive demand [6] - A new wave of price increases in the semiconductor industry is expected starting in 2026, affecting various segments including storage and CPU, with major companies announcing price hikes [7] - Major cloud service providers like Amazon, Google, Microsoft, and Meta are projected to have a combined capital expenditure of 660 billion USD in 2026, a significant 60% increase year-on-year, primarily directed towards AI computing infrastructure [7] Group 4: Market Outlook - 海通国际 (Haitong International) is optimistic about the market's performance leading up to the Chinese New Year, predicting a potential rebound in both A-shares and Hong Kong stocks [8] - The current low-risk yield in mainland China makes the stock market more attractive compared to the bond and real estate markets [8] - Upcoming political and economic events, including local and national meetings, are expected to catalyze market movements and attract new capital [8]

Market Performance - The Hang Seng Technology Index increased by 1.34%, while the Hang Seng Index rose by 1.76% [1] - The Hong Kong Stock Connect ETF from Yinhua (159318) gained 1.64%, and the Technology ETF from Penghua (159751) increased by 1.79% [1] Sector Performance - The insurance and communication equipment sectors showed the highest gains, while the energy equipment and services sector experienced the largest declines [1] Individual Stock Movements - Lanke Technology surged over 63%, followed by Zhipu with a 36.22% increase, and MINIMAX-WP rising by 11.71% [1] - Notable gainers also included: - Zhaoyi Innovation (603986) up 11.43% - China Duty Free (601888) up 8.31% - Innovent Biologics up 7.42% - SANY Heavy Industry (600031) up 7.12% [1] - Other significant increases were seen in: - Laopu Gold up 6.35% - Fast Retailing up 6.26% - Pop Mart up 5.76% - Zijin Mining (601899) up 5.58% - Weichai Power (000338) up 5.23% - Minmetals Resources up 5.0% - Ping An Insurance up 4.88% - Swire Properties up 4.71% - Zhaojin Mining up 4.21% - China National Heavy Duty Truck (000951) up 4.17% - SMIC up 4.07% [1] - On the downside, Xixiangfeng Group fell by 5.88%, and Weilu Group dropped by 15.47% [1] - Noteworthy gainers included Changfei Optical Fiber (601869) with a 15.31% increase and Dongfang Electric (600875) up 14.34% [1]

2月9日，港股市场迎来久违的"逼空"行情，三大指数高开高走，延续强势反弹势头，截止收盘，港股恒 生指数涨1.76%报27027.16点，恒生科技指数涨1.34%报5417.6点，国企指数涨1.52%报9168.33点，红筹 指数涨0.8%报4395.49点。 2. 资源与能源：供需缺口逻辑中广核矿业（01164）大涨超8%。华西证券指出，全球一次铀供应缺口将 依赖复产项目，而哈原工与关西电力的签约或加剧供需紧张，作为中广核集团海外唯一铀资源平台，其 龙头地位凸显。稀土永磁板块走强，金力永磁（06680）涨4.72%。受分离厂停产及大厂补库影响，氧 化镨钕价格跳涨至80.5万元/吨，市场看涨情绪升温。 3. 机器人与高端制造：全球龙头效应卧安机器人（06600）飙升近12%。作为2024年全球家庭机器人系 统零售额冠军（市占率11.9%），且有望在2026年3月纳入港股通，其稀缺性备受瞩目。迈富时 （02556）涨超7%，Agent需求的指数级爆发是其核心催化剂。 4. 消费与文娱：IP与新品驱动泡泡玛特（09992）涨5%，延续强势。心动公司（02400）涨4.23%，旗下 《心动小镇》凭借"小马宝莉"IP联 ...

Core Viewpoint - The Hong Kong stock market experienced a collective rise, with the Hang Seng Index increasing by 1.76% to surpass the 27,000-point mark, driven by positive market sentiment following a significant rise in US stocks and a rebound in commodities like gold and silver [1] Group 1: Market Performance - The Hang Seng Index rose by 1.76%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 1.52% and 1.34%, respectively [1] - Major technology and financial stocks were active, contributing to the market's upward movement, with Baidu rising approximately 4% and China Ping An leading insurance stocks with a nearly 5% increase [1] Group 2: Sector Highlights - AI application stocks surged, with Zhizhu Technology soaring over 40% to reach a new high following Elon Musk's statement about AI deployment in space [1] - Gold stocks led a rally in the metals sector, with a focus on opportunities in non-ferrous metals as indicated by Guotai Junan [1] - Other sectors such as semiconductors, wind power, heavy machinery, gambling, coal, dining, and domestic real estate stocks also saw gains [1] Group 3: Underperforming Stocks - The three major telecom operators faced pressure, with China Telecom declining nearly 3% [1] - Several beverage stocks that had risen previously experienced declines, and the oil prices showed volatility amid renewed US-Iran negotiations, affecting the three major oil companies [1] - Lanke Technology saw a significant increase of nearly 64% on its first trading day [1]