2026年开年以来，港股IPO市场延续火热态势，新股扩容稳步加快，"A+H"两地上市热潮也在同步升温。根据安排，2月9日—13日这周，港交所将迎来6只 新股集中上市，分别为先导智能、沃尔核材、澜起科技、海致科技集团、乐欣户外和爱芯元智，其中澜起科技、先导智能、沃尔核材3家系A股上市公司， 这意味着"A+H"股阵营也将扩容。经统计，开年至今，港股市场已上市18只新股，其中"A+H"股占据了7个席位，港股市场"含A量"持续提升。另外值得一提 的是，2026年开年港股新股募资表现亮眼，目前已有牧原股份、东鹏饮料两只超百亿港元募资新股上市。 | 序号 证券代码 | | 证券名称 | | 上市日期 | 易集 | | --- | --- | --- | --- | --- | --- | | | | | િ | | [单位 | | 1 | 9981.HK | | 沃尔核材 ピ | 2026-02-13 | | | 2 | 2706.HK | | 海致科技集团 ピ | 2026-02-13 | | | 3 | 0470.HK | | 先导智能 ~ | 2026-02-11 | | | イ | 2720.HK | | 乐欣户 ...

Group 1 - The Forbes China Year-End Gala held on February 4, 2026, in Shanghai gathered outstanding entrepreneurs and industry leaders from technology, healthcare, semiconductors, and investment sectors to discuss future trends in artificial intelligence, hard technology, biomedicine, and business civilization [2] - Forbes China has been releasing various rankings since entering the Chinese market in 2003, including the Best CEO in China and the Top 50 Innovative Companies in China, which serve as important references for observing changes in China's business society [2] - The event featured a forum with keynote speeches and roundtable discussions covering topics such as healthcare, technology, talent, and sustainable development, aimed at exploring industry development trajectories and prospects [4] Group 2 - The keynote speech by Han Xu, CEO of WeRide, emphasized the strategic significance of autonomous driving as the first large-scale application of physical AI, predicting that within five years, everyone could stop driving, leading to the era of household service robots [6] - Chen Zhisheng, CEO of WuXi Biologics, forecasted that tumors could become controllable chronic diseases within five years, similar to diabetes, and discussed the transformative application of digital technology in drug production [12] - Xu Siqing, founder of Alpha Community, highlighted the dual nature of technological advancement, particularly in AI, which presents both opportunities and challenges to existing human life orders [16] Group 3 - Zhang Hua, founder and chairman of Shibang Group, warned that the era where labor is no longer a necessity is approaching, urging companies to design new job structures for collaboration between humans and intelligent agents [18] - Zhu Jia, partner at Guanghe Venture Capital, pointed out that the core bottleneck limiting AI development is not semiconductor chips but power supply, which is driving nuclear fusion technology towards commercialization [20] - The roundtable discussions included insights on the semiconductor industry's supply-demand mismatch, with Wu Shengwu, chairman of Rongxin Semiconductor, noting a structural contradiction where high-end demand faces capacity shortages while non-specialty processes are oversupplied [27] Group 4 - Liu Yuqing, assistant president of Huafeng Technology Group, emphasized the critical role of advanced packaging in enhancing computing power in the post-Moore's Law era, advocating for a focus on deepening capabilities in the domestic equipment sector [29] - Fang Ling, co-founder of CGL, observed a shift in talent competition within the semiconductor industry from purely technical talent to composite talent with commercial awareness, predicting that AI will exacerbate workplace differentiation [31] - The event also recognized companies like Huafeng Technology and Microchip Technology for their innovative contributions to the industry, awarding them the "2025 Forbes China Innovation Power 50" [58]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

点击查看公告原文>> 澜起科技股份有限公司（股份代号：6809）今日公布全球发售结果，最终发售价确定为每股106.89港 元，此价格为本次发行的最高发售价。本次全球发售的发售股份总数为65,890,000股H股，其中香港公 开发售股份6,589,000股，国际发售股份59,301,000股，另设有超额配售权，涉及9,883,500股H股。按最 终发售价计算，本次全球发售在超额配股权未行使前的所得款项总额约为70.4亿港元，扣除估计应付上 市开支1.4亿港元后，所得款项净额约为69.0亿港元。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，不代表新浪财经观 点，任何在本文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑 问，请联系biz@staff.sina.com.cn。 来源：新浪港股-好仓工作室 本次全球发售的保荐人为中金公司、摩根士丹利及瑞银集团。H股预计将于2026年2月9日（星期一）上 午九时正开始在香港联合交易所有限公司主板买卖，股份代号为6809。 香港公开发售方面，共接获260,646份有效申请，成功申请数为56,356份，认购倍数高达7 ...

格隆汇2月6日丨澜起科技(06809.HK)公告，公司全球发售65,890,000股H股，每股H股106.89港元，所得 款项净额69.05亿港元。香港公开发售股份数目占全球发售股份数目10%，获认购707.3倍；国际发售股 份数目占全球发售股份90%，获认购37.67倍。假设全球发售于香港时间2026年2月9日(星期一)上午八时 正或前成为无条件，预期H股将于香港时间2026年2月9日(星期一)上午九时正开始在联交所买卖。H股 将以每手买卖单位100股H股进行买卖，而H股的股份代号将为6809。 ...

澜起科技(06809)公布配发结果，公司全球发售6589万股H股，香港公开发售占10%，国际发售占90%。 最终发售价为每股106.89港元，全球发售净筹约69.046亿港元。每手100股，预期H股将于香港时间2026 年2月9日(星期一)上午九时正开始在联交所买卖。 其中，香港公开发售获707.3倍认购，国际发售获37.67倍认购。 ...

其中，香港公开发售获707.3倍认购，国际发售获37.67倍认购。 智通财经APP讯，澜起科技(06809)公布配发结果，公司全球发售6589万股H股，香港公开发售占10%， 国际发售占90%。最终发售价为每股106.89港元，全球发售净筹约69.046亿港元。每手100股，预期H股 将于香港时间2026年2月9日(星期一)上午九时正开始在联交所买卖。 ...

Group 1: Market Overview - The Hong Kong stock market experienced a collective decline on February 6, with the Hang Seng Index falling by 1.21% to 26,559.95 points, and the Hang Seng Technology Index decreasing by 1.11% to 5,346.20 points [1][2] - The total market turnover for the day was HKD 247.9 billion, with net inflows from southbound funds amounting to HKD 14.859 billion, and a cumulative net purchase of HKD 56.069 billion for the week [1] Group 2: Company Performance - The stock of 澜起科技 (Lianqi Technology) surged by 39.21% in dark trading, reaching HKD 148.9 per share ahead of its listing on the Hong Kong stock market on February 9 [9][13] - 澜起科技 is a leading international company in data processing and interconnect chip design, focusing on high-performance, low-power chip solutions for cloud computing and data centers [13] Group 3: Sector Movements - The beverage sector saw gains, with 茶百道 (Cha Bai Dao) rising by 6.08%, 古茗 (Gu Ming) increasing by 3.58%, and 沪上阿姨 (Hu Shang A Yi) up by 1.15%, driven by a promotional campaign from Alibaba's 千问App [3] - The lithium battery sector also performed well, with 彩客新能源 (Cai Ke New Energy) increasing by 6.59% and 中创新航 (Zhong Chuang Xin Hang) rising by 5.57%, attributed to strong demand in the new materials sector [5][7] - In the automotive sector, 蔚来 (NIO) saw a rise of 6.95%, with other companies like 零跑汽车 (Leap Motor) and 理想汽车 (Li Auto) also experiencing gains [8] Group 4: Analyst Insights - UBS has indicated that the Asian market is expected to enter a "super cycle," driven by multiple factors that could lead to long-term growth and profitability, particularly in the technology sector [14]

IPO观察日报（2.6）：证监会同意埃泰克、高特电子IPO注册申请；春光科技创业板过会；澜起科技港股暗盘涨39% 5、苏州维衡科技股份有限公司 辅导机构：光大证券股份有限公司；备案时间：2026年2月5日；公示内容：关于苏州维衡科技股份有限公司向不特定合格投资者公开发行股票并在北交所上 市辅导备案报告 （一）证监会公开发行辅导公示 1、江苏永志半导体材料股份有限公司 辅导机构：华泰联合证券有限责任公司；备案时间：2026年2月5日；公示内容：关于江苏永志半导体材料股份有限公司首次公开发行股票并上市辅导备案报 告 2、江苏点夺技术股份有限公司 辅导机构：兴业证券股份有限公司；备案时间：2026年2月5日；公示内容：兴业证券股份有限公司关于江苏点夺技术股份有限公司首次公开发行股票并上市 辅导备案的报告 3、宝银特材科技股份有限公司 辅导机构：中信证券股份有限公司；备案时间：2026年2月5日；公示内容：关于宝银特材科技股份有限公司向不特定合格投资者公开发行股票并在北京证券 交易所上市辅导备案报告 4、江苏烽禾升科技集团股份有限公司 辅导机构：华泰联合证券有限责任公司；备案时间：2026年2月5日；公示内容：关于江 ...

| | | 十档 | 成交明细 | | --- | --- | --- | --- | | | | 152.700 | | | | | 152.600 | - - - - - - | | | | 152.500 | - - (- -) | | | | 152.400 | - | | | | 152.300 | - | | | | 152.200 | 600(6家) | | | | 152.100 | 900(9家) | | | | 152.000 | 3400(31家) | | 106.890 | | 151.900 | 300(3家) | | | | 151.800 | 400(3家) | | | | 151.700 | 100(1家) | | | | | 151.600 8100(12家) | | | | | 151.500 1.04万(11家) | | | | 151.400 | 500(4家) | | | | 151.300 | 400(1家) | | | | 151.200 | - - (- - ) | | | | 151.100 | | | 59.980 | -43.89% | 151.000 | ...