event-trade登录编辑
🏢 公司Newsroom00941 中国移动Codex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 17:07:20·⟳ 抓取 17:07:25 +5s·⚡ 决策 09-02 17:15:53 +8m28s·54.9 天前

中国移动披露8月月报:港股因期权行权新增372.35万股

该公告是常规月度股本变动披露,核心事实为员工期权行权导致极小比例新增股份和少量现金流入,没有订单、业绩、回购、分红、重大融资或治理变化,缺乏短线正期望交易边界。

📄 原文00941 中国移动↗ 原文
Monthly Return of Equity Issuer on Movements in Securities for the month ended 31 August 2026
FF301 Monthly Return for Equity Issuer and Hong Kong Depositary Receipts listed under Chapter 19B of the Exchange Listi…
不做 中国移动(00941.HK)
例行月度股本变动公告,新增股份比例极小且无经营增量,缺乏可交易edge。
不做 中国移动(600941.SH)
A股股份无变化,事件不构成A股交易催化。
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

中国移动本次披露仅确认8月港股因购股权行权新增3,723,481股并募集约1.96亿港元,新增股数占港股已发行股份约0.018%,A股股份无变化且公众持股量合规;这类例行月报不改变收入、利润、现金回报或控制权,也不足以形成可交易的证券供需冲击,因此回避。

🔎 新鲜度:最早出现 2026-09-02 · 扩散 low · price-in 风险 medium ↗

主要风险

  • 月报披露本身没有明确业务增量,若强行交易主要暴露于大盘、运营商板块和利率预期波动。
  • 期权行权带来的稀释比例极小,既不足以做空,也不足以作为现金流改善的做多催化。

先例如何影响了这次决策

对本次决策的影响:未改变最终结论;事件直接进入回避。

方向:例行月度股本变动披露缺乏方向性,未使用外部先例校准交易方向。

涨幅量级:本次新增股份占比约0.018%,量级本身已足以判断不可交易,先例不会改变幅度判断。

形态:无需要比较的同类可交易催化。

原文全文

展开原文 · 17,846 字
FF301




Monthly Return for Equity Issuer and Hong Kong Depositary Receipts listed under Chapter 19B of the Exchange Listing Rules on Movements in
Securities

For the month ended: 31 August 2026 Status: New Submission

To : Hong Kong Exchanges and Clearing Limited

Name of Issuer: CHINA MOBILE LIMITED

Date Submitted: 02 September 2026


I. Movements in Authorised / Registered Share Capital Not applicable




Page 1 of 10 v 1.2.1
FF301


II. Movements in Issued Shares and/or Treasury Shares and Public Float Sufficiency Confirmation

1. Class of shares Ordinary shares Type of shares Not applicable Listed on the Exchange (Note 1) Yes

Stock code (if listed) 00941 Description Share listed on the Exchange ("Hong Kong Shares")

Multi-counter stock code 80941 RMB Description Hong Kong Shares
Number of issued shares
Number of treasury shares Total number of issued shares
(excluding treasury shares)
Balance at close of preceding month 20,784,446,306 0 20,784,446,306

Increase / decrease (-) 3,723,481 0

Balance at close of the month 20,788,169,787 0 20,788,169,787

Public float sufficiency confirmation (Note 4)

Pursuant to Main Board Rule 13.32D(1) or 19A.28D(1) / GEM Rule 17.37D(1) or 25.21D(1), we hereby confirm that, in relation to the class of shares as set out above, as at the close of the
month:
✔ the applicable public float requirement (see below) has been complied with
the applicable public float requirement (see below) has not been complied with
The applicable minimum public float requirement for the class of shares as set out above pursuant to Main Board Rule 13.32B or 19A.28B / GEM Rule 17.37B or 25.21B (as the case may be) is:
Applicable public float threshold Percentage threshold applicable to a PRC issuer with other listed shares - 5% of the total number of issued shares in the
class to which the listed H shares belong (excluding treasury shares)
Additional information In accordance with guidance issued by the Exchange, as the RMB Shares are listed on the Shanghai Stock Exchange,
ongoing public float requirements for PRC issuers with other listed shares shall apply to the Company, and the reference to "H
shares" shall refer to the Hong Kong Shares.


2. Class of shares Ordinary shares Type of shares Not applicable Listed on the Exchange (Note 1) No

Stock code (if listed) 600941 Description Shares listed on the Shanghai Stock Exchange ("RMB Shares")
Number of issued shares
Number of treasury shares Total number of issued shares
(excluding treasury shares)
Balance at close of preceding month 902,767,867 0 902,767,867

Increase / decrease (-) 0 0

Balance at close of the month 902,767,867 0 902,767,867




Page 2 of 10 v 1.2.1
FF301


III. Details of Movements in Issued Shares and/or Treasury Shares

(A). Share Options (under Share Option Schemes of the Issuer)

1. Class of shares Ordinary shares Type of shares Not applicable Listed on the Exchange (Note 1) Yes

Stock code (if listed) 00941 Description Hong Kong Shares

Multi-counter stock code 80941 RMB Description Hong Kong Shares

The total number of
Number of shares which shares which may be
Number of treasury
Number of share may be issued or issued or transferred out
Number of share Number of new shares shares transferred out of
options outstanding at transferred out of of treasury upon
Particulars of share option scheme Movement during the month options outstanding at issued during the month treasury during the
close of preceding treasury pursuant exercise of all share
close of the month pursuant thereto (A1) month pursuant thereto
month thereto as at close of options to be granted
(A2)
the month under the scheme at
close of the month


1). Share Option Scheme adopted at 69,475,775 Exercised - new shares involved -1,161,961 68,310,714 1,161,961 68,310,714 1,234,723,943
the AGM
(Exercise price: HKD55.00 per
share) Lapsed -3,100


General Meeting approval date (if applicable) 20 May 2020


2). Share Option Scheme adopted at 415,966,292 Exercised - new shares involved -2,561,520 413,297,742 2,561,520 413,297,742 1,234,723,943
the AGM
(Exercise price: HKD51.60 per
share) Lapsed -107,030


General Meeting approval date (if applicable) 20 May 2020




Increase in issued shares (excluding treasury shares): 3,723,481 Ordinary shares (AA1)


Decrease in treasury shares: Ordinary shares (AA2)


Total funds raised during the month from exercise of options: HKD 196,082,287




Page 3 of 10 v 1.2.1
FF301
(B). Warrants to Issue Shares of the Issuer Not applicable




Page 4 of 10 v 1.2.1
FF301
(C). Convertibles (i.e. Convertible into Shares of the Issuer) Not applicable




Page 5 of 10 v 1.2.1
FF301
(D). Any other Agreements or Arrangements to Issue Shares of the Issuer, including Options (other than Share Option Schemes) Not applicable




Page 6 of 10 v 1.2.1
FF301
(E). Other Movements in Issued Shares and/or Treasury Shares Not applicable



Total increase/ decrease (-) in issued shares (excluding treasury shares) during the month (i.e. Total of AA1 to EE1): 3,723,481 Ordinary shares

Total increase/ decrease (-) in treasury shares during the month (i.e. Total of AA2 to EE2): Ordinary shares




Page 7 of 10 v 1.2.1
FF301


IV. Information about Hong Kong Depositary Receipt (HDR) Not applicable




Page 8 of 10 v 1.2.1
FF301


V. Confirmations

Pursuant to Main Board Rule 13.25C / GEM Rule 17.27C, we hereby confirm to the best knowledge, information and belief that, in relation to each of the securities issued, or the treasury shares
sold or transferred by the issuer during the month as set out in Parts III and IV which has not been previously disclosed in a return published under Main Board Rule 13.25A / GEM Rule 17.27A, it
has been duly authorised by the board of directors of the listed issuer and carried out in compliance with all applicable listing rules, laws and other regulatory requirements and, insofar as
applicable:
(Note 5)

(i) all money due to the listed issuer in respect of the issue of securities, or sale or transfer of treasury shares has been received by it;

(ii) all pre-conditions for listing imposed by the Rules Governing the Listing of Securities on The Stock Exchange of Hong Kong Limited under "Qualifications of listing" have been fulfilled;

(iii) all (if any) conditions contained in the formal letter granting listing of and permission to deal in the securities have been fulfilled;

(iv) all the securities of each class are in all respects identical (Note 6);

(v) all documents required by the Companies (Winding Up and Miscellaneous Provisions) Ordinance to be filed with the Registrar of Companies have been duly filed and that compliance has
been made with all other legal requirements;

(vi) all the definitive documents of title have been delivered/are ready to be delivered/are being prepared and will be delivered in accordance with the terms of issue, sale or transfer;

(vii) completion has taken place of the purchase by the issuer of all property shown in the listing document to have been purchased or agreed to be purchased by it and the purchase
consideration for all such property has been duly satisfied; and

(viii) the trust deed/deed poll relating to the debenture, loan stock, notes or bonds has been completed and executed, and particulars thereof, if so required by law, have been filed with the
Registrar of Companies.




Submitted by: WONG WAI LAN GRACE

Title: COMPANY SECRETARY
(Director, Secretary or other Duly Authorised Officer)




Page 9 of 10 v 1.2.1
FF301

Notes

1. The Exchange refers to The Stock Exchange of Hong Kong Limited.

2. In the case of repurchase of shares (shares repurchased and cancelled) and redemption of shares (shares redeemed and cancelled), "date of event" should be construed as
"cancellation date".
In the case of repurchase of shares (shares held as treasury shares), "date of event" should be construed as "date on which shares were repurchased and held by the issuer in
treasury".
3. The information is required in the case of repurchase of shares (shares repurchased for cancellation but not yet cancelled) and redemption of shares (shares redeemed but not yet
cancelled). Please state the number of shares repurchased or redeemed during the month or in preceding month(s) but pending cancellation as at close of the month as a negative
number.
4. "Initial Prescribed Threshold”, "Alternative Threshold” and "market value" have the meanings ascribed thereto under Main Board Rule 13.32A or 19A.28A / GEM Rule 17.37A or
25.21A. See also Main Board Rule 13.32D(4) or 19A.28D(4) / GEM Rule 17.37D(4) or 25.21D(4) on the basis of the public float disclosure.

5. Items (i) to (viii) are suggested forms of confirmation. The listed issuer may amend the item(s) that is/are not applicable to meet individual cases. Where the issuer has already
made the relevant confirmations in a return published under Main Board Rule 13.25A / GEM Rule 17.27A in relation to the securities issued, or the treasury shares sold or
transferred, no further confirmation is required to be made in this return.

6. “Identical” means in this context:

. the securities are of the same nominal value with the same amount called up or paid up;
. they are entitled to dividend/interest at the same rate and for the same period, so that at the next ensuing distribution, the dividend/interest payable per unit will amount to
exactly the same sum (gross and net); and
. they carry the same rights as to unrestricted transfer, attendance and voting at meetings and rank pari passu in all other respects.




Page 10 of 10 v 1.2.1

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。