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韩国投资者加码港股市场 科技板块受追捧 扫货MINIMAX-WP、英诺赛科
Zhi Tong Cai Jing· 2026-02-12 22:59
Group 1 - Korean investors have shown increasing enthusiasm for Chinese assets, with a total investment exceeding $88 million in the top ten stocks as of February 10, 2026 [3] - The top ten stocks purchased by Korean investors include MINIMAX-WP, Huaxia CSI 300 ETF, and Lanke Technology, with respective investments of $20.67 million, $19.18 million, and $18.64 million [1][2] - There is a noticeable shift in Korean investment focus towards emerging technology companies in China, compared to 2025, where the top investments were in companies like Xiaomi and Alibaba [4] Group 2 - The investment amounts for the top ten stocks in 2026 are as follows: MINIMAX-WP ($20.67 million), Huaxia CSI 300 ETF ($19.18 million), Lanke Technology ($18.64 million), and others, indicating a diverse interest in various sectors [2][4] - In 2025, the top investments were led by Xiaomi Group ($87.75 million) and Global X China Semiconductor ETF ($7.40 million), highlighting a different investment landscape compared to 2026 [5]
北水成交净买入45.67亿 高盛看好小米加码AI 北水加仓小米超10亿港元
Zhi Tong Cai Jing· 2026-02-12 22:54
紫金矿业 中芯国际 长飞光纤 紫金矿业 金山云 狮腾控股 分时图 日K线 周K线 月K线 39.75 0.27 0.68% 2.33% 1.55% 0.79% 0.00% 0.79% 1.55% 2.33% 38.56 38.87 39.17 39.48 39.79 40.09 40.40 09:30 10:30 11:30/13:00 14:00 15:00 0 230万 461万 691万 2月12日港股市场,北水成交净买入48.16亿港元,其中港股通(沪)成交净买入28.24亿港元,港股通(深)成交净买入19.92亿港 元。 北水净买入最多的个股是腾讯(00700)、小米集团-W(01810)、美团-W(03690)。北水净卖出最多的个股是紫金矿业(601899) (02899)、长飞光纤(601869)光缆(06869)、阿里巴巴-W(09988)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 39.05亿 | 22.61亿 | 61.65亿 | | HK 00700 | | | +16.44 ...
香港食品投资拟12.5亿日圆出售日本物业
Zhi Tong Cai Jing· 2026-02-12 22:51
经考虑日本整体经济及物业市场,董事认为,出售事项为本集团以合理价格变现其于该等物业的投资的 良机。出售事项将增加本集团的营运资金并提升其现金流量。董事认为,出售事项符合本公司及其股东 的整体利益,而其条款为一般商业条款,属公平合理。 香港食品投资(00060)发布公告,于2026年2月12日,卖方创裕株式会社(本公司的全资附属公司)与买方 恒豊产业株式会社订立该协议,据此,卖方有条件地同意出售,而买方有条件地同意购买该等物业,总 代价为12.5亿日圆(约6309.2万港元)。物业A包括位于日本东京都港区新桥五丁目112番地10的土地及一 幢五层高的平顶办公大楼,总楼面面积约为200.60平方米。物业B包括位于日本东京都港区新桥五丁目 112番地11的土地及一幢六层高(包括地库)的平顶办公大楼,总楼面面积约为171.17平方米。物业C包括 位于日本东京都港区新桥五丁目112番地12的土地及一幢三层高的平顶住宅大楼,总楼面面积约为98.03 平方米。 ...
康特隆获控股股东质押股份
Zhi Tong Cai Jing· 2026-02-12 22:51
P.Grand是于英属维尔京群岛注册成立的有限公司,由林先生全资拥有,而P.Grand实益拥有本公司合共 6.63亿股已发行普通股,占本公司于本公告日期已发行股本总额约50.29%。 康特隆(01912)发布公告,本公司董事会获本公司董事会主席、行政总裁兼执行董事林强先生知会,其 已于2026年2月12日将本公司控股股东P.Grand(BVI)Ltd.已发行股本内所有普通股质押予承押人,以作为 林先生所取得的贷款融资之抵押品。 ...
恒指夜期收盘︱恒生指数夜期(2月)收报27703点 低水330点
Zhi Tong Cai Jing· 2026-02-12 22:38
截至2月13日,恒生指数夜期(2月)收报27703点,跌283点或1.049%,低水330点。未平仓合约总数为 113661张,减少16251张;未平仓合约净数报44586张,增加2476张。 ...
黄金股普遍回落 紫金黄金国际跌近4% 灵宝黄金跌近3%
Zhi Tong Cai Jing· 2026-02-12 21:15
Group 1 - The gold stocks experienced a general decline, with Zijin Mining International down 3.93% to HKD 219.8, Lingbao Gold down 2.92% to HKD 24.56, China National Gold International down 1.79% to HKD 197.4, and Chifeng Jilong Gold Mining down 1.32% to HKD 37.26 [2] Group 2 - The U.S. non-farm payrolls added 130,000 jobs in January, significantly exceeding market expectations, which led to a decrease in interest rate cut expectations and a rebound in the U.S. dollar index [2] - CITIC Futures suggests that without clear signs of weakening in employment and wages, the interest rate cut trades are unlikely to develop unilaterally, indicating that gold prices may enter a phase of high volatility and fluctuating sentiment [2] - Baocun Futures notes that as the domestic Spring Festival approaches, market participants are becoming more cautious with their investments [2] - Geopolitical tensions, particularly between the U.S. and Iran, may influence gold prices during the Spring Festival [2] - Market attention is also on the potential nomination of a new Federal Reserve Chair, with particular focus on Kevin Warsh's movements [2]
Arko Petroleum(APC.US)登陆美股市场 开盘跌超3.5%
Zhi Tong Cai Jing· 2026-02-12 18:07
Core Viewpoint - Arko Petroleum (APC.US) has launched its IPO on the US stock market, with initial trading showing a decline of over 3.5% from its IPO price of $18, currently trading at $17.35 [1] Company Overview - Arko Petroleum is a subsidiary of ARKO Group (ARKO.US) and operates as a fuel distribution company [1] - The company delivered 1.5 billion gallons of fuel to gas stations, sub-wholesalers, and other buyers in the nine months ending September 30, 2025 [1] Business Segments - The business is divided into three main segments: - Wholesale Business: Supplies fuel to third-party distributors, gas stations, and ARKO retail sites based on long-term cost-plus contracts or consignment agreements [1] - Fleet Fuel Business: Operates both owned and third-party cardlock gas stations and issues fuel cards [1] - GPMP Business: Supplies fuel to retail sites on a cost-plus basis, charging a fixed markup per gallon [1]
美国雅保(ALB.US)跌逾4% 2025年第四季度净亏损4.14亿美元
Zhi Tong Cai Jing· 2026-02-12 15:37
Core Viewpoint - Albemarle Corporation (ALB.US) experienced a decline of over 4%, closing at $167.42, despite reporting a 16% year-over-year increase in sales for Q4 2025, reaching $1.4 billion [1] Financial Performance - Q4 2025 sales amounted to $1.4 billion, reflecting a 16% increase compared to the previous year [1] - Volume growth for the quarter was reported at 12% [1] - The company incurred a net loss of $414 million for Q4, translating to a diluted loss per share of $3.87 [1] - Adjusted EBITDA for Q4 reached $269 million, marking a 7% increase year-over-year [1] Business Segments - The growth in Adjusted EBITDA was primarily driven by the energy storage business, which grew by 25% [1] - The Keggin business also contributed significantly, with a growth rate of 39% [1]
岚图汽车拟以介绍方式于联交所主板上市
Zhi Tong Cai Jing· 2026-02-12 15:16
岚图汽车(07489)公布,公司已向联交所申请批准885,381,529股H股于联交所上市及买卖。H股以介绍方 式于联交所主板上市,且并无就上市发行H股。待合并先决条件及合併条件达成或获豁免(如适用)及私 有化完成后以及东风公司、东风武汉及东风集团股份作出任何进一步公告后,H股预计将于2026年3月 19日(星期四)上午九时正于联交所开始买卖。H股将以每手1,000股H股为单位进行买卖。H股的股份代 号为7489。 ...
比高集团拟获周星驰折让约91.79%提全购要约
Zhi Tong Cai Jing· 2026-02-12 15:16
比高集团(08220)公布,于2025年11月初,鉴于本金1900万港元可换股债券将于2025年12月31日到期, 而公司缺乏足够财务资源以赎回该等债券,故公司已向可换股债券持有人周星驰先生提出请求,寻求周 星驰先生同意换股,并建议修订可换股债券的条款及条件,以解除限制认购人行使可换股债券所附换股 权的限制,而行使该换股权可能会触发根据收购守则作出强制性全面要约的责任。于2025年12月24日, 周星驰先生已向公司签署并交付一份有条件换股通知书,据此,周星驰先生拟于条件获达成后行使其换 股权。 公司获周星驰先生告知,待建议修订生效后,周星驰先生拟配合公司请求并悉数行使可换股债券所附的 换股权。紧随悉数行使周星驰先生持有的可换股债券所附换股权后,周星驰先生将实益及透过其联繫人 及要约人的一致行动人士于合共约1.12亿股股份(相当于公司因悉数行使可换股债券所附换股权而配发 及发行转换股份而扩大的已发行股本约64.05%)中拥有权益。根据收购守则规则26.1,周星驰先生及与 其一致行动的人士届时将须就所有已发行股份(不包括在提出股份要约时彼已拥有或同意收购之股份)作 出无条件强制现金要约。根据收购守则规则13,周星 ...