（文章来源：每日经济新闻） 每经AI快讯，12月12日，港股芯片股普跌，其中，华虹半导体、天域半导体、英诺赛科跌超3%， ASMPT跌超2%，宏光半导体、中芯国际跌超1%。 ...

来源：格隆汇APP | 代码 | 名称 | | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 01347 | 华虹半导体 | 0 | -3.73% | 69.700 | 1209.99亿 | 221.94% | | 02658 | 天域半导体 | | -3.19% | 44.300 | 174.22亿 | -23.62% | | 02577 | 英语塞科 | | -3.23% | 76.350 | 698.68 Z | 144.32% | | 00522 | ASMPT | | -2.22% | 77.100 | 322.09亿 | 3.74% | | 06908 | 宏光半导体 | | -1.96% | 0.500 | 4.69亿 | -25.37% | | 00981 | 中心国际 | | -1.64% | 66.050 | 5284.2亿 | 107.70% | | 01385 | 上海复日 | | -1.29% | 39.920 | 327.91亿 | 165.56% | | 00763 | 中兴通 ...

Core Insights - The top three companies by Hong Kong Stock Connect shareholding ratios are China Telecom (72.50%), Power Assets Holdings (69.68%), and GCL-Poly Energy Holdings (69.67%) [1][2] - Xiaomi Group-W, Tracker Fund of Hong Kong, and China Merchants Bank saw the largest increases in shareholding amounts over the last five trading days, with increases of +4.913 billion, +2.976 billion, and +1.548 billion respectively [1][2] - The companies with the largest decreases in shareholding amounts during the same period include WanGuo Gold Group (-3.816 billion), Tencent Holdings (-2.649 billion), and Alibaba Group-W (-1.421 billion) [1][2] Shareholding Ratios - The latest shareholding ratios for the top 20 companies in Hong Kong Stock Connect are led by: - China Telecom (100.63 billion shares, 72.50%) - Power Assets Holdings (3.72 billion shares, 69.68%) - GCL-Poly Energy Holdings (2.82 billion shares, 69.67%) [1] Recent Increases in Shareholding - The top 10 companies with the largest increases in shareholding amounts over the last five trading days are: - Xiaomi Group-W: +4.913 billion (11.647 million shares) - Tracker Fund of Hong Kong: +2.976 billion (11.551 million shares) - China Merchants Bank: +1.548 billion (3.028 million shares) [1][2] Recent Decreases in Shareholding - The top 10 companies with the largest decreases in shareholding amounts over the last five trading days are: - WanGuo Gold Group: -3.816 billion (-49.945 million shares) - Tencent Holdings: -2.649 billion (-4.403 million shares) - Alibaba Group-W: -1.421 billion (-9.435 million shares) [1][2]

Market Overview - The Hong Kong stock market indices showed a mixed performance with the Hang Seng Index rising by 0.87%, the Hang Seng China Enterprises Index increasing by 0.75%, and the Hang Seng Technology Index up by 1.13% during the week of December 1 to December 5, 2025 [4][9] - The Hang Seng Index's current Price-to-Earnings (PE) ratio is 11.87, which is around the 70th percentile since January 1, 2007, while the Price-to-Book (PB) ratio stands at 1.28, approximately at the 58th percentile during the same period [6][11] Key Economic Indicators - The U.S. PCE price index increased by 0.3% month-on-month in September, with the core PCE price index rising by 0.2%, aligning with expectations [4] - The probability of a 25 basis point rate cut by the Federal Reserve in December has risen to 86.2%, which is expected to positively impact liquidity in the Hong Kong stock market [4] Investment Recommendations - The report suggests focusing on sectors such as non-ferrous metals, price-increasing chemical products, and AI infrastructure due to favorable market conditions [4] Capital Flow Analysis - Net inflow of southbound funds amounted to HKD 11.349 billion last week, a decrease of HKD 8.491 billion compared to the previous week [6][13] - The top five net purchases by southbound funds included Xiaomi Group (HKD 4.596 billion), Tracker Fund of Hong Kong (HKD 2.606 billion), Meituan (HKD 2.100 billion), ZTE Corporation (HKD 0.641 billion), and Li Auto (HKD 0.392 billion) [6][17] - The top five net sales were Tencent Holdings (HKD 3.811 billion), SMIC (HKD 1.376 billion), ASMPT (HKD 0.439 billion), Kuaishou Technology (HKD 0.285 billion), and China Pacific Insurance (HKD 0.129 billion) [6][17]

上证报中国证券网讯（记者 唐燕飞）12月11日，记者从恒生指数有限公司官网获悉，恒生港股通软件 及半导体（可投资）指数将更名为恒生港股通软件主题指数，成分股数目固定为40只。该指数将加入阅 文集团、趣致集团、美图公司、汇量科技四家上市公司，同时剔除ASMPT、中芯国际、华虹半导体、 英诺赛科四家上市公司。上述变动将于2025年12月16日生效。 上证报中国证券网讯（记者 唐燕飞）12月11日，记者从恒生指数有限公司官网获悉，恒生港股通软件 及半导体（可投资）指数将更名为恒生港股通软件主题指数，成分股数目固定为40只。该指数将加入阅 文集团、趣致集团、美图公司、汇量科技四家上市公司，同时剔除ASMPT、中芯国际、华虹半导体、 英诺赛科四家上市公司。上述变动将于2025年12月16日生效。 来源：上海证券报·中国证券网 来源：上海证券报·中国证券网 ...

Group 1 - The Hang Seng Index Company announced that the Hang Seng Hong Kong Stock Connect Software and Semiconductor Index will be renamed to the Hang Seng Hong Kong Stock Connect Software Theme Index, with changes to the calculation method and stock selection criteria [2][3] - The number of constituent stocks will be fixed at 40, with the inclusion of four new stocks: Yueda Group (00772), Qutoutiao (00917), Meitu (01357), and iClick Interactive Asia Group (01860) [2][4] - The removal of several stocks including ASMPT (00522), SMIC (00981), and Hua Hong Semiconductor (01347) will take effect on December 16, 2025, while the total number of constituent stocks will remain at 32 [2][5]

此外其编算方法更新还包括：更改指数目的、选股范畴、行业要求和成份股挑选方法；新增主题要求、 缓冲区和快速纳入规则。 fund （原标题：恒生港股通软件及半导体指数将更名 阅文(00772)、美图(01357)等获纳入 剔除中芯国际 (00981)、华虹半导体(01347)） 智通财经APP获悉，12月11日，恒生指数公司发布通告，恒生港股通软件及半导体指数将改名为恒生港 股通软件主题指数，编算方法亦将更新，成份股数目固定为40只。加入阅文集团(00772)、趣致集团 (00917)、美图(01357)、汇量科技(01860)四只股份，剔除ASMPT(00522)、中芯国际(00981)、华虹半导 体(01347)等几只股票，指数的重新命名及相关的成份股变动将于2025年12月16日生效。成份股数目仍 维持32只。 ...

格隆汇12月11日｜恒生港股通软件及半导体(可投资)指数将改名为恒生港股通软件主题指数，成份股数 目固定为40只，加入阅文集团、趣致集团、美图、汇量科技四只股份，剔除ASMPT、中芯国际、华虹 半导体、英诺赛科四只股票，于2025年12月16日(星期二)生效。成份股数目仍维持32只。 ...

| 代号 | 公司 | | --- | --- | | 772 | 阅文集团 | | 917 | 趣致集团 | | 1357 | 美图公司 | | 1860 | 汇量科技有限公司 | | | | 12月11日，恒生指数公司发布通告，恒生港股通软件及半导体指数将改名为恒生港股通软件主题指数， 编算方法亦将更新，成份股数目固定为40只。加入阅文集团(00772)、趣致集团(00917)、美图(01357)、 汇量科技(01860)四只股份，剔除ASMPT(00522)、中芯国际(00981)、华虹半导体(01347)等几只股票，指 数的重新命名及相关的成份股变动将于2025年12月16日生效。成份股数目仍维持32只。 此外其编算方法更新还包括：更改指数目的、选股范畴、行业要求和成份股挑选方法；新增主题要求、 缓冲区和快速纳入规则。 | 代름 | 公司 | | --- | --- | | 522 | ASMPT Ltd. | | 981 | 中芯国际集成电路制造有限公司 | | 1347 | 华虹半导体有限公司 | | 2577 | 英诺赛科(苏州)科技股份有限公司 - H 股 | ...

Group 1 - The Hang Seng Index Company announced the renaming of the Hang Seng Hong Kong Stock Connect Software and Semiconductor Index to the Hang Seng Hong Kong Stock Connect Software Theme Index, with an updated calculation method [1] - The number of constituent stocks will be fixed at 40, with the addition of four stocks: Yu Wen Group (00772), Qutoutiao (00917), Meitu (01357), and Hylink Technology (01860) [1] - Several stocks, including ASMPT (00522), SMIC (00981), and Hua Hong Semiconductor (01347), will be removed from the index, effective December 16, 2025 [1] Group 2 - The updated calculation method will include changes to the index objectives, stock selection criteria, industry requirements, and constituent stock selection methods [1] - New thematic requirements, buffer zones, and rapid inclusion rules will be introduced as part of the index update [1]