🇭🇰 港交所NTESCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 08-27 19:14:00时区推断·⟳ 抓取 08-27 19:16:58·⚡ 决策 08-28 00:57:53 +5h40m·60.7 天前
网易披露美国SEC Form N-PX年度代理投票记录且报告期内无表决事项
该法定披露只是Form N-PX年度通知,核心事实为报告期内无应报告代理投票事项,不构成经营、财务、资本配置、治理或监管风险增量。
📄 原文NTES↗ 原文
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited take no responsibility for the con…
不做 网易(09999.HK)
例行海外监管披露且明确无代理投票事项,没有收入、利润、资本结构、治理控制或证券供需增量,不做。
不做 网易(NTES.US)
同一事件映射到ADR也无可交易增量;无需因例行N-PX通知开仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
网易披露的Form N-PX属于美国监管例行申报,正文说明公司作为13(f)机构管理人提交通知报告,且未就任何Section 14A代理投票事项行使投票权;这不会改变网易自身业务预期、现金流、每股权益或可交易证券供需,因此不形成做多或做空edge。
🔎 新鲜度:最早出现 2026-08-27 · 扩散 low · price-in 风险 low ↗
主要风险
- 若后续出现与本表格不同的实质监管调查、投票争议或治理事件,需要重新评估;当前公告本身不包含这些事实。
先例如何影响了这次决策
对本次决策的影响:先例不足未改变结论;决定性因素是公告正文无经营或资本市场增量。
方向:例行无投票事项的N-PX披露缺乏明确价格方向。
涨幅量级:未能形成可用于校准涨跌幅的高相似价格先例,且当前事件本身无经济增量。
形态:无足够先例支持短线交易;此类披露通常更接近合规噪音。
原文全文
展开原文 · 5,492 字
Hong Kong Exchanges and Clearing Limited and The Stock Exchange of Hong Kong Limited
take no responsibility for the contents of this announcement, make no representation as to its
accuracy or completeness and expressly disclaim any liability whatsoever for any loss
howsoever arising from or in reliance upon the whole or any part of the contents of this
announcement.
NetEase, Inc.
(Incorporated in the Cayman Islands with limited liability)
(Stock Code: 9999)
OVERSEAS REGULATORY ANNOUNCEMENT
We are making this announcement pursuant to Rule 13.10B of the Rules Governing the Listing of
Securities on The Stock Exchange of Hong Kong Limited.
We filed Form N-PX with the Securities and Exchange Commission of the United States (the
“SEC”), in the capacity as an institutional investment manager subject to Section 13(f) (“Section
13(f)”) of the United States Securities Exchange Act of 1934 (the “US Exchange Act”). The Form
N-PX discloses our proxy voting record on certain executive compensation matters pursuant to
Section 14A (“Section 14A”) of the US Exchange Act for the most recent 12-month period ended
June 30, 2026. A company is subject to Section 13(f) if it exercises investment discretion over
US$100 million or more of the securities set out in the official list of Section 13(f) securities
published by the SEC (which primarily includes U.S. exchange-traded stocks, shares of closedend investment companies, and shares of exchange-traded funds) even if a company’s main
business is not investment management. We did not exercise voting power with respect to any
proxies solicited pursuant to Section 14A during the reporting period. For details of our filing,
please refer to the attached Form N-PX.
By Order of the Board
NetEase, Inc.
William Lei Ding
Director
Hong Kong, August 27, 2026
As at the date of this announcement, the board of directors of the Company comprises Mr. William
Lei Ding as the director, and Ms. Grace Tang, Ms. Alice Cheng, Mr. Joseph Tong, Mr. Michael
Leung and Mr. Johnny Chan as the independent directors.
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
FORM N-PX FILER
INFORMATION
OMB APPROVAL
Washington, D.C. 20549
Form N-PX
FORM N-PX
ANNUAL REPORT OF PROXY VOTING
RECORD
OMB Number:
Estimated average burden
hours per response: 20.8
N-PX: Filer Information
Filer CIK:
0001110646
Filer CCC:
********
Date of Report:
06/30/2026
Are you a Registered Management
Investment Company or an Institutional
Manager?
Institutional Manager
Filer Investment Company Type
Is this a LIVE or TEST Filing?
LIVE
Is this an electronic copy of an official filing
submitted in paper format?
Submission Contact Information
Name
Phone
E-mail Address
Notification Information
Notify via Filing Website only?
Notification E-mail Address:
N-PX: Series/Class (Contract) Information
N-PX: Cover Page
Name and address of reporting person:
Name of reporting person (For registered
management investment companies,
provide exact name of registrant as
specified in charter)
NetEase, Inc.
Street 1
RM 802, 8/F, CHINA LIFE CENTRE, TOWER A
Street 2
ONE HARBOURGATE, NO. 18 HUNG LUEN ROAD
City
KOWLOON, HONG KONG
State/Country
F4
Zip code and zip code extension or foreign
postal code
000000
Telephone number of reporting person,
including area code:
852-2791-5088
32350582
Name and address of agent for service:
Name of agent for service
Street 1
Street 2
City
State/Country
Zip code and zip code extension or foreign
postal code
Reporting Period:
Report for the year ended June
30,
SEC Investment Company Act or Form 13F
File Number:
028-22646
2026
CRD Number (if any):
Other SEC File Number (if any):
Legal Entity Identifier (if any):
Report Type (check only one):
Registered Management Investment Company.
Fund Voting Report (Check here if the registered
management investment company held one or more
securities it was entitled to vote.)
Fund Notice Report (Check here if the registered
management investment company did not hold any securities
it was entitled to vote.)
Institutional Manager.
Institutional Manager Voting Report (Check here if all proxy
votes of this reporting manager are reported in this report.)
X Institutional Manager Notice Report (Check here if no proxy
votes are reported in this report and complete the notice
report filing explanation section below)
All proxy votes for which the manager exercised voting
power are reported by other reporting persons
X The reporting person did not exercise voting power for
any reportable voting matter
The reporting person has a clearly disclosed policy of
not voting and did not vote on any proxy voting matters
Institutional Manager Combination Report (Check here if a
portion of the proxy votes for this reporting manager are
reported in this report and a portion are reported by other
reporting person(s).)
Confidential Treatment Requested. (The
Institutional Manager has omitted from this
public Form N-PX one or more proxy
vote(s) for which it is requesting
confidential treatment from the U.S.
Securities and Exchange Commission
pursuant to the instructions of this form):
Do you wish to provide explanatory
information pursuant to Special Instruction
B.4?:
Yes
Additional information:
N-PX: Signature Block
Reporting Person:
NetEase, Inc.
By (Signature):
William Lei Ding
By (Printed Signature):
William Lei Ding
X
No
By (Title):
Chief Executive Officer
Date:
08/27/2026
Listed Company Information
上市公司訊息
發行人剛在本網站英文版面發布一項公告,相應中文版本或會/或不會在本版面發布。
take no responsibility for the contents of this announcement, make no representation as to its
accuracy or completeness and expressly disclaim any liability whatsoever for any loss
howsoever arising from or in reliance upon the whole or any part of the contents of this
announcement.
NetEase, Inc.
(Incorporated in the Cayman Islands with limited liability)
(Stock Code: 9999)
OVERSEAS REGULATORY ANNOUNCEMENT
We are making this announcement pursuant to Rule 13.10B of the Rules Governing the Listing of
Securities on The Stock Exchange of Hong Kong Limited.
We filed Form N-PX with the Securities and Exchange Commission of the United States (the
“SEC”), in the capacity as an institutional investment manager subject to Section 13(f) (“Section
13(f)”) of the United States Securities Exchange Act of 1934 (the “US Exchange Act”). The Form
N-PX discloses our proxy voting record on certain executive compensation matters pursuant to
Section 14A (“Section 14A”) of the US Exchange Act for the most recent 12-month period ended
June 30, 2026. A company is subject to Section 13(f) if it exercises investment discretion over
US$100 million or more of the securities set out in the official list of Section 13(f) securities
published by the SEC (which primarily includes U.S. exchange-traded stocks, shares of closedend investment companies, and shares of exchange-traded funds) even if a company’s main
business is not investment management. We did not exercise voting power with respect to any
proxies solicited pursuant to Section 14A during the reporting period. For details of our filing,
please refer to the attached Form N-PX.
By Order of the Board
NetEase, Inc.
William Lei Ding
Director
Hong Kong, August 27, 2026
As at the date of this announcement, the board of directors of the Company comprises Mr. William
Lei Ding as the director, and Ms. Grace Tang, Ms. Alice Cheng, Mr. Joseph Tong, Mr. Michael
Leung and Mr. Johnny Chan as the independent directors.
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
FORM N-PX FILER
INFORMATION
OMB APPROVAL
Washington, D.C. 20549
Form N-PX
FORM N-PX
ANNUAL REPORT OF PROXY VOTING
RECORD
OMB Number:
Estimated average burden
hours per response: 20.8
N-PX: Filer Information
Filer CIK:
0001110646
Filer CCC:
********
Date of Report:
06/30/2026
Are you a Registered Management
Investment Company or an Institutional
Manager?
Institutional Manager
Filer Investment Company Type
Is this a LIVE or TEST Filing?
LIVE
Is this an electronic copy of an official filing
submitted in paper format?
Submission Contact Information
Name
Phone
E-mail Address
Notification Information
Notify via Filing Website only?
Notification E-mail Address:
N-PX: Series/Class (Contract) Information
N-PX: Cover Page
Name and address of reporting person:
Name of reporting person (For registered
management investment companies,
provide exact name of registrant as
specified in charter)
NetEase, Inc.
Street 1
RM 802, 8/F, CHINA LIFE CENTRE, TOWER A
Street 2
ONE HARBOURGATE, NO. 18 HUNG LUEN ROAD
City
KOWLOON, HONG KONG
State/Country
F4
Zip code and zip code extension or foreign
postal code
000000
Telephone number of reporting person,
including area code:
852-2791-5088
32350582
Name and address of agent for service:
Name of agent for service
Street 1
Street 2
City
State/Country
Zip code and zip code extension or foreign
postal code
Reporting Period:
Report for the year ended June
30,
SEC Investment Company Act or Form 13F
File Number:
028-22646
2026
CRD Number (if any):
Other SEC File Number (if any):
Legal Entity Identifier (if any):
Report Type (check only one):
Registered Management Investment Company.
Fund Voting Report (Check here if the registered
management investment company held one or more
securities it was entitled to vote.)
Fund Notice Report (Check here if the registered
management investment company did not hold any securities
it was entitled to vote.)
Institutional Manager.
Institutional Manager Voting Report (Check here if all proxy
votes of this reporting manager are reported in this report.)
X Institutional Manager Notice Report (Check here if no proxy
votes are reported in this report and complete the notice
report filing explanation section below)
All proxy votes for which the manager exercised voting
power are reported by other reporting persons
X The reporting person did not exercise voting power for
any reportable voting matter
The reporting person has a clearly disclosed policy of
not voting and did not vote on any proxy voting matters
Institutional Manager Combination Report (Check here if a
portion of the proxy votes for this reporting manager are
reported in this report and a portion are reported by other
reporting person(s).)
Confidential Treatment Requested. (The
Institutional Manager has omitted from this
public Form N-PX one or more proxy
vote(s) for which it is requesting
confidential treatment from the U.S.
Securities and Exchange Commission
pursuant to the instructions of this form):
Do you wish to provide explanatory
information pursuant to Special Instruction
B.4?:
Yes
Additional information:
N-PX: Signature Block
Reporting Person:
NetEase, Inc.
By (Signature):
William Lei Ding
By (Printed Signature):
William Lei Ding
X
No
By (Title):
Chief Executive Officer
Date:
08/27/2026
Listed Company Information
上市公司訊息
發行人剛在本網站英文版面發布一項公告,相應中文版本或會/或不會在本版面發布。
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。