南方财经2月9日电，澜起科技香港上市首日高开超57%，报168港元/股。 ...

Market Overview - The Hong Kong stock market opened higher on February 9, with the Hang Seng Index rising by 1.59% to 26,982.49 points, the Hang Seng Tech Index up by 1.9% to 5,447.63 points, and the National Enterprises Index increasing by 1.54% to 9,170.57 points. The Red Chip Index rose by 0.89% to 4,399.55 points [1] - Last week, the Hang Seng Index recorded a significant decline of 3.02%, while the National Enterprises Index fell by 3.07%, and the Hang Seng Tech Index dropped by 6.51% [1] Company Performance and Dynamics - Beijing Capital International Airport Co. (00694.HK) issued a profit warning, expecting a net loss of 600 million to 760 million yuan for 2025, which represents a year-on-year reduction in losses of approximately 45.3% to 56.8%. This improvement is attributed to the recovery in aviation market demand and enhanced cost control [2] - Times Electric (03898.HK) reported preliminary results indicating total revenue of approximately 28.761 billion yuan for 2025, a year-on-year increase of 15.46%, with a net profit of about 4.105 billion yuan, up by 10.88% [2] - Power sector stocks saw a general increase, with Datang Environment (01272.HK) expecting a pre-tax profit of 700 million to 710 million yuan for 2025. Datang New Energy (01798.HK) reported a power generation of 3.272 million MWh in January, a year-on-year increase of 6.69%, while Longyuan Power (00916.HK) generated 7.1627 million MWh, up by 12.05%, with solar power generation increasing by 42.25% [2] Real Estate Sales - Yuexiu Property (00123.HK) reported a contract sales amount of 4.201 billion yuan in January, a year-on-year decrease of 36.4%. Poly Real Estate (01238.HK) had sales of 470 million yuan, down by 31.98%. In contrast, Greenland Hong Kong (00337.HK) saw a significant increase in sales to 508 million yuan, up by 287.79% year-on-year [3] Pharmaceutical and Technology Developments - CloudTop New Medicine (01952) received approval for a new drug application for the treatment of ulcerative colitis. Kelun-Biotech (06990.HK) received approval for the fourth indication of its core product TROP2 ADC. Heng Rui Medicine (01276.HK) had its HRS-4642 injection included in the breakthrough therapy list [4] - ZTE Corporation (00763.HK) plans to invest 200 million yuan to subscribe to shares of the Guangdong-Hong Kong-Macao fund, focusing on hard technology sectors [4] Stock Buybacks and Financing - Kingsoft (03888.HK) repurchased 1.1142 million shares for approximately 29.9994 million HKD. Geely Automobile (00175.HK) repurchased 166.5 million shares for about 27.1612 million HKD. October Rice Field (09676.HK) repurchased 78 million shares for approximately 7.3357 million HKD. China Galaxy (06881.HK) completed the issuance of 6 billion yuan in corporate bonds [5] Institutional Perspectives - According to浦银国际, the market is expected to maintain a volatile trend in the short term, with a rotation of style. The inflow of incremental funds is slowing before the Spring Festival, and external liquidity is affected by geopolitical uncertainties and Trump’s policies, limiting the expansion space for Hong Kong stock valuations [6] - 广发证券 noted that historical data shows an 82% probability of the Hang Seng Index rising in the three days before the Spring Festival, although there is no significant calendar effect afterward. The current situation differs due to changes in Hong Kong stock pricing logic and increased correlation with A-shares, suggesting a potential passive follow-up increase in Hong Kong stocks [7]

澜起科技开盘报168港元, IPO价106.89港元。 ...

每经AI快讯，澜起科技(06809.HK)首挂上市，公告显示，每股定价106.89港元，共发行6589万股份，每 手100股，所得款项净额约69.05亿港元。截至发稿，涨57.17%，报168港元，成交额9.75亿港元。 ...

招股书显示，澜起科技是一家全球领先的无晶圆厂集成电路设计公司，专注于为云计算及AI基础设施 提供创新、可靠且高能效的互连解决方案。公司向行业领先的客户提供互连类芯片，包括内存互连芯片 及PCIe/CXL互连芯片，应用场景涵盖包括数据中心、服务器及计算机在内的广泛终端领域。 据弗若斯特沙利文资料，2024年其内存互连芯片全球市占率达36.8%，位居行业首位。目前公司两大核 心产品线为互连类芯片及津逮CPU产品，主要客户包括CEAC、美光、三星及SK海力士。 澜起科技(06809)首挂上市，公告显示，每股定价106.89港元，共发行6589万股份，每手100股，所得款 项净额约69.05亿港元。截至发稿，涨57.17%，报168港元，成交额9.75亿港元。 ...

据弗若斯特沙利文资料，2024年其内存互连芯片全球市占率达36.8%，位居行业首位。目前公司两大核 心产品线为互连类芯片及津逮CPU产品，主要客户包括CEAC、美光、三星及SK海力士。 招股书显示，澜起科技是一家全球领先的无晶圆厂集成电路设计公司，专注于为云计算及AI基础设施 提供创新、可靠且高能效的互连解决方案。公司向行业领先的客户提供互连类芯片，包括内存互连芯片 及PCIe/CXL互连芯片，应用场景涵盖包括数据中心、服务器及计算机在内的广泛终端领域。 智通财经APP获悉，澜起科技(06809)首挂上市，公告显示，每股定价106.89港元，共发行6589万股份， 每手100股，所得款项净额约69.05亿港元。截至发稿，涨57.17%，报168港元，成交额9.75亿港元。 ...

格隆汇2月9日｜今日澜起科技(6809.HK)上市，海致科技集团(2706.HK)、沃尔核材(9981.HK)申购。 ...

Group 1 - The core viewpoint of the article highlights the successful listing of Lanqi Technology on the Hong Kong Stock Exchange, with a strong market response and significant investor interest [1] - The company issued 65,890,000 H-shares at a price of 106.89 HKD per share, raising a net amount of approximately 6.9 billion HKD [1] - The public offering was oversubscribed by more than 700 times, attracting over 260,000 investors [1] Group 2 - Lanqi Technology holds the international standard-setting rights for DDR5 and is a key supplier of interconnect chips for AI servers, with a market share of 50% in the DDR5 segment, ranking first globally [1] - Only three companies worldwide can mass-produce DDR5 memory interface chips, and Lanqi has established deep collaborations with leading memory manufacturers such as Samsung and Hynix [1] - The company's self-developed technology is over six months ahead of competitors, and it is projected to achieve over 50% growth in net profit by the first nine months of 2025, indicating strong profitability [1]

Core Viewpoint - The article highlights the successful listing of Lanqi Technology on the Hong Kong Stock Exchange, emphasizing its strong market position and investor interest in the company's H-shares [1][2]. Group 1: Company Overview - Lanqi Technology is a leading global supplier of memory interconnect chips, with a listing price of 106.89 HKD and a total issuance of 65,890,000 H-shares, raising approximately 6.9 billion HKD [1][2]. - The company holds the international standard-setting rights for DDR5 and has a market share of 50% in the DDR5 segment, making it the top player globally [1][2]. - Lanqi Technology has established deep collaborations with major memory manufacturers like Samsung and Hynix, and it is one of only three companies worldwide capable of mass-producing DDR5 memory interface chips [1][2]. Group 2: Market Reception - The public offering in Hong Kong saw an overwhelming subscription rate of over 700 times, attracting more than 260,000 investors [1][2]. - A total of 19 top cornerstone investors, including Morgan Stanley and UBS, participated in the offering, collectively subscribing to 450 million USD, which accounts for 49.82% of the total offering [1][2]. Group 3: Financial Performance - The company is expected to achieve over 50% growth in net profit in the first nine months of 2025, indicating strong profitability [1][2].

Economic Data - The People's Bank of China will release January CPI and PPI on February 11 [1] - The National Bureau of Statistics will publish the monthly report on January commodity residential sales price index on February 13 [1] - Financial data including January social financing and new RMB loans will also be released next week [1] - In the US, December retail sales month-on-month will be announced on February 10, followed by January unemployment rate and non-farm employment data on February 11 [1] Earnings Reports - The US earnings season continues with several notable companies reporting next week, including BP, Barclays, Marriott, Coca-Cola, and AstraZeneca on February 10 [2] - Other companies such as NetEase, Youdao, and Total will report on February 11, while TripAdvisor and Hyatt will report on February 12 [2] - In Hong Kong, SMIC will report earnings on February 10, followed by Budweiser APAC and NetEase Cloud Music on February 11 [2] New Stock Issuance - One new stock, Tongbao Optoelectronics, will be available for subscription on February 9, with Ai De Technology listing on the Beijing Stock Exchange on February 10 [2] - Several new stocks will list in Hong Kong, including Lanke Technology on February 9 and Aixin Yuanzhi on February 10 [2] Stock Unlocking - A total of 33 restricted stocks will be unlocked next week, with a total market value exceeding 36 billion yuan, led by Hunan YN with 24.096 billion yuan [3][10] Central Bank Operations - The central bank will have 4.055 billion yuan of reverse repos maturing next week, with specific amounts maturing each day [3][10] Government Bonds - The Ministry of Finance will issue the first phase of RMB government bonds in Hong Kong on February 11, with a scale of 14 billion yuan [13]