Key Points - The top three companies with net inflows from southbound funds are Xinda Biopharmaceutical (01801) with 835 million, China Life (02628) with 403 million, and AIA Insurance (01299) with 373 million [1][2] - The top three companies with net outflows are the Tracker Fund of Hong Kong (02800) with -6.679 billion, Hang Seng China Enterprises (02828) with -2.584 billion, and Anta Sports (02020) with -782 million [1][2] - In terms of net inflow ratio, Canggang Railway (02169) leads with 66.05%, followed by Bosideng (03998) with 49.50%, and Zhengzhou Bank (06196) with 48.61% [1][2] - The companies with the highest net outflow ratios include Skyworth Group (00751) at -52.19%, Anta Sports (02020) at -50.20%, and Ruipu Lanjun (00666) at -44.79% [1][2] Net Inflow Rankings - The top ten companies by net inflow include: - Xinda Biopharmaceutical (01801) with 835 million and a closing price of 95.000 (+8.82%) [2] - China Life (02628) with 403 million and a closing price of 22.800 (+0.71%) [2] - AIA Insurance (01299) with 373 million and a closing price of 76.400 (+3.03%) [2] - Other notable companies include Ideal Automotive (02015) with 365 million and a closing price of 97.150 (+3.30%) [2] Net Outflow Rankings - The top ten companies by net outflow include: - Tracker Fund of Hong Kong (02800) with -6.679 billion and a closing price of 26.080 (+2.35%) [2] - Hang Seng China Enterprises (02828) with -2.584 billion and a closing price of 93.760 (+2.76%) [2] - Anta Sports (02020) with -782 million and a closing price of 90.000 (+0.22%) [2] - Other significant outflows include Alibaba (09988) with -267 million and a closing price of 123.700 (+6.09%) [2] Net Inflow Ratio Rankings - The top companies by net inflow ratio include: - Canggang Railway (02169) with 66.05% and a closing price of 1.310 (-0.76%) [3] - Bosideng (03998) with 49.50% and a closing price of 4.600 (+0.66%) [3] - Zhengzhou Bank (06196) with 48.61% and a closing price of 1.410 (-2.08%) [3] Net Outflow Ratio Rankings - The top companies by net outflow ratio include: - Skyworth Group (00751) with -52.19% and a closing price of 3.260 (+1.24%) [3] - Anta Sports (02020) with -50.20% and a closing price of 90.000 (+0.22%) [3] - Ruipu Lanjun (00666) with -44.79% and a closing price of 12.160 (+5.28%) [3]

港股苹果概念股持续拉升上扬，尤其是鸿腾精密涨超19%表现十分抢眼，月内股价更是翻倍，比亚迪电 子涨3%，丘钛科技、富智康集团、高伟电子涨超1%，瑞声科技涨0.7%。 消息上，鸿腾精密日前发布中期业绩，上半年取得营收23.05亿美元，同比增加11.53%；公司拥有人应 占利润3151.1万美元，同比减少3.11%。招银国际发布研报称，在与管理层进行业绩后NDR交流后，该 机构看好鸿腾在第二季度业务转型加速。 另外，中信证券日前研报指出，苹果公司将承诺对美国国内制造业新增1000亿美元投资，认为这是苹果 进一步规避硬件产品未来面临惩罚性关税的措施。当前A/H股果链代表公司估值较低，看好果链阶段性 利空落地带来的情绪修复；该行也看好苹果2025-27年的硬件创新周期。(格隆汇) | 代码 | 名称 | | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | --- | | 06088 | 朗描疑颜 | (0) | 5.340 | 19.20% | | 00285 | 比亚迪电子 | | 39.980 | 3.04% | | 01415 | 高伟电子 | | 30.120 | 1.55% ...

Group 1 - The core viewpoint of the article highlights the recent stock performance of BYD Electronics, which experienced a decline of 3.18%, trading at 39.56 HKD per share with a transaction volume of 4.92 billion HKD [1] - BYD Electronics is identified as a leading global platform-based high-end manufacturing enterprise, providing a comprehensive range of services including new material development, product design and R&D, component and complete machine manufacturing, supply chain management, logistics, and after-sales services [1] - The company's business spans multiple diversified market sectors such as smartphones, tablets, new energy vehicles, smart home devices, gaming hardware, drones, IoT, robotics, communication equipment, and healthcare [1] Group 2 - As of the 2024 annual report, BYD Electronics reported total operating revenue of 177.306 billion RMB and a net profit of 4.266 billion RMB [2] - BYD Electronics is scheduled to disclose its mid-year report for the fiscal year 2025 on August 29 [3]

Key Points - Xiaomi Group-W (01810), Crystal International Holdings (02228), and BYD Electronic (00285) ranked top in net inflow of southbound funds, with net inflows of 562 million, 227 million, and 213 million respectively [1][2] - Xpeng Motors-W (09868), Innovent Biologics (01801), and Ganfeng Lithium (01772) had the highest net outflows, with net outflows of -663 million, -535 million, and -410 million respectively [1][2] - In terms of net inflow ratio, Haitian Flavoring and Food (03288), Jiangsu Nanjing Highway (00177), and Swire Properties B (00087) led the market with ratios of 55.51%, 49.37%, and 46.46% respectively [1][2] - The highest net outflow ratios were recorded by Reshape Energy (02570), Southbound Hang Seng Index ETF (03037), and First Pacific Company (00142) with ratios of -90.77%, -68.70%, and -60.36% respectively [1][3] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 562 million, representing 8.75% of its closing price of 50.800, which decreased by 0.88% [2] - Crystal International Holdings (02228) saw a net inflow of 227 million, with a net inflow ratio of 11.34% and a closing price of 7.450, which increased by 4.78% [2] - BYD Electronic (00285) recorded a net inflow of 213 million, with a net inflow ratio of 13.41% and a closing price of 38.680, which increased by 6.15% [2] Net Outflow Rankings - Xpeng Motors-W (09868) experienced the largest net outflow of -663 million, with a net outflow ratio of -20.13% and a closing price of 83.600, which increased by 5.36% [2] - Innovent Biologics (01801) had a net outflow of -535 million, with a net outflow ratio of -19.67% and a closing price of 89.950, which decreased by 1.42% [2] - Ganfeng Lithium (01772) recorded a net outflow of -410 million, with a net outflow ratio of -19.45% and a closing price of 34.000, which increased by 20.91% [2] Net Inflow Ratio Rankings - Haitian Flavoring and Food (03288) had a net inflow ratio of 55.51%, with a net inflow of 21.1399 million and a closing price of 33.560, which decreased by 0.47% [3] - Jiangsu Nanjing Highway (00177) recorded a net inflow ratio of 49.37%, with a net inflow of 14.6726 million and a closing price of 9.980, which decreased by 0.40% [3] - Swire Properties B (00087) had a net inflow ratio of 46.46%, with a net inflow of 4.0945 million and a closing price of 12.160, which decreased by 0.57% [3]

Niki：快手在中午的時候，跌幅比較急，成交額排行在港股市場榜首的位置。消息方面，市場有消息指出"快手-W(01024.HK)旗下快手本地生活近日在「團 購」頁面上線獨立「外賣」入口，可連接到「外賣省心購」的頁面，商品覆蓋漢堡披薩、咖啡奶茶、速食便當等品類，品牌包括肯德基、麥當勞、瑞幸及星 巴克等。"大家都比較關注市場競爭的情況。市場對於這個消息的反應，從股價也看的出來，比較負面一些。今日看到有投資者參與快手的認沽證產品，其 中中銀認沽證17484，行使價50元，槓桿2-3倍，明年12月到期，如果認為快手沒有調整完的話，都可以繼續關注這只產品。認購證方面，中銀認購證 17442，行使價88.93元，槓桿4倍，明年7月到期。 Simon：今日很高興再次邀請中銀國際的董事朱紅Niki做客我們的專欄，分享港股市場，不如先看看指數的情況？ Niki：感謝邀請。近期指數在25000點上上落落。今日曾經上過25000樓上，最終收市24969位置。指數走的比較牛皮，觀察後市能否企穩25000之上？目前恆 指的牛熊證街貨分佈顯示，投資者主流買入牛證。差不多65%資金買入牛證，大概有35%資金買入熊證淡倉，與上周情況一樣，沒有 ...

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in Hong Kong, indicating significant short-selling activity in companies like New World Development, Hong Kong Exchanges, and BYD, with notable short-selling ratios and amounts [1][2]. Short-Selling Ratios - New World Development (80016) has the highest short-selling ratio at 100.00% - Hong Kong Exchanges (80388) follows with a short-selling ratio of 94.27% - BYD (81211) has a short-selling ratio of 94.13% [1][2]. Short-Selling Amounts - Alibaba (09988) leads in short-selling amount with HKD 1.546 billion - Tencent (00700) has a short-selling amount of HKD 1.265 billion - Xiaomi (01810) follows with HKD 1.188 billion [1][2]. Deviation Values - Hong Kong Exchanges (80388) has the highest deviation value at 54.37% - New World Development (80016) has a deviation value of 41.90% - Alibaba (89988) shows a deviation value of 39.84% [1][2].

比亚迪（002594.SZ）8月28日宣布，控股子公司比亚迪电子（00285.HK）计划以约人民币158亿元（等 值22亿美元）现金收购捷普新加坡位于成都、无锡的产品生产制造业务。 比亚迪方面表示，本次收购将拓宽智能手机零部件业务，大幅改善比亚迪电子客户与产品结构。捷普方 面则表示，这笔交易"将是我们公司史上最大的一项交易"。 消息发布后，比亚迪电子早盘高开低走，目前公司股价翻红，不过盘中最大跌幅超9%。 第一上海证券发布研报认为，比亚迪电子第二季度业绩"大幅超预期"。第一上海证券分析公司业绩增长 的驱动力包括：1.自去年四季度开始，北美客户核心产品份额开始提升，今年二季度实现进一步提升， 随着产能利用率环比稳步提升，组装毛利率边际改善明显；2.安卓业务第二季度环比实现有限恢复。同 时，受益于母公司新能源汽车业务的旺盛需求，第一上海证券认为比亚迪电子的新能源汽车业务环比实 现大幅增长。 对于捷普方面而言，"这项变革性的交易将是我们公司史上最大的一项交易。"捷普首席执行官Kenny Wilson称，"如果交易完成，交易收益将使我们能够加强以股东为中心的资本框架，包括逐步增加的股 份回购。此外，还将让我们有机会进 ...

Group 1 - The Hang Seng Index rose by 0.09% during the midday close [1] - The Hang Seng Tech Index experienced a decline of 0.39% [1] - BYD Electronics saw an increase of over 4% [1] Group 2 - Kingdee International faced a significant drop of over 7% [1]

智通财经APP获悉，港股恒生指数涨0.09%，涨22点，报24929点；恒生科技指数跌0.39%。港股早盘成 交1102亿港元。 乳业股涨幅居前，生育补贴有望提振乳制品需求，机构称肉奶周期共振利好牧企。澳亚集团(02425)涨 35.62%；现代牧业(01117)涨15%；原生态牧业(01431)涨11%；中国圣牧(01432)涨13%；优然牧业 (09858)涨7%。 GB200系列产品实现量产爬坡，鸿腾精密(06088)再涨超7%，比亚迪电子(00285)涨超4%。 中慧生物-B(02627)上市次日再涨超16%，昨日飙升近158%，总市值突破150亿港元。 小黄鸭德盈(02250)盘中涨超17%，近一个月股价累涨逾七成，附属森科产品签约开发AI营销系统。 平安好医生(01833)涨5.6%，公司医疗AI产品成果丰硕，业务结构不断优化。 周六福(06168)再涨7%，超额配股权获悉数行使，公司将于下周五发布中期业绩。 华晨中国(01114)涨超9%，预计上半年溢利增加13%至16%。 珍酒李渡(06979)涨超8%，机构称政策变量加速行业出清，预计最早明年上半年有望达业绩底。 锂业股早盘回落，锂供应收缩预 ...

招银国际指出，随着金属连接、液冷漏液及散热瓶颈等问题陆续优化，GB200从4月起量产加快，预期上半年累计7,000柜，GB300下半年进入样 品生产，4季度有望实现量产，全年GB200/GB300预估20,000-25,000柜。从硬件层面，全球AI服务器OEM/ODM龙头将持续受益，包括工业富联作 为第一梯队的GB200服务器供应商，以及服务器零部件如连接器/接口、散热和电源管理等厂商，包括比亚迪电子的AI服务器产品量产出货、鸿腾 精密的GB200/300服务器连接器产品和液冷零部件。 （原标题：港股异动 | GB200系列产品实现量产爬坡 鸿腾精密(06088)再涨超10% 比亚迪电子(00285)涨超7%） 智通财经APP获悉，AI服务器概念股继续走高，截至发稿，鸿腾精密(06088)涨6.93%，报3.86港元；比亚迪电子(00285)涨5.38%，报40.76港元。 消息面上，工业富联发布2025年半年度报告，公司上半年实现营业收入3607.60亿元，同比增长35.58%；归属于上市公司股东的净利润为121.13亿 元，同比增长38.61%。第二季度公司整体服务器营收增长超50%，云服务商服务器营收 ...