1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 恆生中国企业(02828) | +6.14% | 6.97% | | 盈富基金(02800) | +4.94% | 7.09% | | 南方恆生科技(03033) | +1.25% | 63.41% | | 长飞光纤光缆(06869) | +1.18% | 60.26% | | 中国中免(01880) | +0.97% | 40.40% | | 南方港美科技(03442) | +0.95% | 24.99% | | 迈富时(02556) | +0.67% | 21.34% | | 北京北辰实业股份(00588) | +0.65% | 42.22% | | 广和通(00638) | +0.59% | 2.36% | | 安井食品(02648) | +0.39% | 37.59% | | 南方东西精选(03441) | +0.38% | 9.85% | | 佑驾创新(02431) | +0.37% | 3.52% | | 寧德时代(03750) | +0.36% | 3.96% ...

| 股票名称 | H股(港元) | | A股 | 溢价率 | 偏离值↓ | | --- | --- | --- | --- | --- | --- | | 东北电气(00042) | 0.265 | 2.25 | | 918.87% | 72.50% | | 京城机电股份 (00187) | 4.020 | 12.76 | | 280.10% | 65.68% | | 中石化油服(01033) | 0.740 | 2.5 | | 304.05% | 51.01% | | 弘业期货(03678) | 3.230 | 10.74 | | 298.14% | 43.84% | | 山东墨龙(00568) | 3.790 | 8.18 | | 158.58% | 42.80% | | 长飞光纤光缆 (06869) | 31.480 | 83.68 | | 218.39% | 42.11% | 智通财经APP获悉，截止11月21日收盘，东北电气(00042)、中石化油服(01033)、弘业期货(03678)分列 AH溢价率前三位，溢价率分别为918.87%、304.05%、298.14%；宁德时代(03750)、招商银 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating which companies saw the largest increases and decreases in ownership percentages among investors [1][2]. Summary by Category Increase in Holdings - Maanshan Iron & Steel Co., Ltd. (00323) saw the largest increase in ownership percentage, rising by 0.90% to a total of 16.56% [2]. - Guofu Hydrogen Energy (02582) and XPeng Inc. (09868) both increased by 0.70%, with their latest holdings at 15.15% and 19.48% respectively [2]. - Over the last five trading days, Guofu Hydrogen Energy (02582) experienced the most significant increase of 7.57%, bringing its total to 15.15% [3]. - Other notable increases include Giant Star Legend (06683) with a 4.97% rise to 17.88% and InnoCare Pharma Limited (09606) with a 3.28% increase to 27.68% [3]. Decrease in Holdings - Shandong Molong Petroleum Machinery Co., Ltd. (00568) had the largest decrease in ownership, dropping by 1.61% to 58.05% [2]. - Beijing Jingcheng Machinery Electric Company Limited (00187) and Qiu Tai Technology (01478) also saw significant decreases of 0.95% and 0.76%, with their latest holdings at 50.50% and 8.73% respectively [2]. - In the last five trading days, the largest decrease was observed in Hang Seng China Enterprises Index (02828), which fell by 5.47% to 2.63% [3]. - Other companies with notable decreases include the Tracker Fund of Hong Kong (02800) and ZTE Corporation (00763), which decreased by 2.06% and 1.70% respectively [3].

Core Insights - The article highlights the top and bottom AH share premium rates, indicating significant discrepancies in market valuations between H-shares and A-shares for various companies [1][2][3]. Group 1: Top AH Share Premium Rates - Northeast Electric (00042) leads with a premium rate of 815.25%, followed by Hongye Futures (03678) at 277.62% and Sinopec Oilfield Service (01033) at 276.83% [1][2]. - The premium rates for the top three companies indicate a strong market preference for their H-shares compared to A-shares [2]. Group 2: Bottom AH Share Premium Rates - Contemporary Amperex Technology (03750) has the lowest premium rate at -7.20%, with China Merchants Bank (03968) at -0.80% and Heng Rui Medicine (01276) at 4.11% [1][3]. - The negative premium for Contemporary Amperex Technology suggests a potential undervaluation of its H-shares relative to A-shares [3]. Group 3: Premium Deviation Values - Zhongwei New Materials (02579) has the highest deviation value at 77.12%, indicating a significant difference from its historical average premium rate [1][4]. - The lowest deviation values are seen in Northeast Electric (00042) at -22.71%, suggesting a consistent underperformance compared to its historical premium [1][5].

智通财经APP获悉，根据2025年11月14日披露数据，山东墨龙（00568）、巨星传奇（06683）、协鑫科 技（03800）港股通持股占比增加值最大，分别增加3.46%、0.83%、0.75%；龙蟠科技（02465）、昊天 国际建投（01341）、南京熊猫电子股份（00553）港股通持股占比减少值最大，分别减 少-1.62%、-1.38%、-0.83%。 在最近有统计数据的5个交易日内，昊天国际建投（01341）、安井食品（02648）、天岳先进（02631） 港股通持股占比增加值最大，分别增加10.00%、3.02%、2.52%；中泽丰（01282）、龙蟠科技 （02465）、重庆钢铁股份（01053）港股通持股占比减少值最大，分别减少-7.47%、-7.41%、-2.85%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 山东墨龙(00568) | +3.46% | 60.02% | | 巨星传奇(06683) | +0.83% | 13.74% | | 协鑫科技(0 ...

Core Viewpoint - ST Zhongzhu announced that Qiongqing Cheng Meihua Tenglong Qifei Investment Partnership intends to acquire 10.38% of the company's shares for 403 million yuan, marking a significant investment by a well-known venture capital figure, Wu Shichun [1][4][11]. Group 1: Investment Details - Meihua Investment will become the second-largest shareholder of ST Zhongzhu after the acquisition, with the first-largest shareholder being Shenzhen Landi Technology Development Co., holding 19.08% [4][7]. - The shares will be acquired at a price of 1.95 yuan per share, with a total transaction value of 403 million yuan [4][11]. - Prior to this transaction, Meihua Investment did not hold any shares in ST Zhongzhu [7]. Group 2: Company Performance - As of November 13, ST Zhongzhu's stock price was 2.18 yuan per share, reflecting a 4.81% increase, with a total market capitalization of 4.344 billion yuan [3]. - The company has faced financial difficulties, with negative net profits reported from 2022 to 2024, and a significant decline in revenue of 18.35% year-over-year for 2024 [12][13]. - For the first three quarters of 2025, ST Zhongzhu reported a net profit of -33.785 million yuan, indicating a 63.44% increase in losses compared to the previous year [13][16]. Group 3: Market Activity - ST Zhongzhu experienced stock price volatility during the transaction period, with a notable price increase of 4.64% on November 11, leading to consecutive limit-up closures on November 12 and 13 [9][10]. - The trading activity on November 13 showed significant participation from brokerage firms, indicating heightened investor interest [10].

智通财经APP讯，ST中珠(600568.SH)发布公告，2025年11月11日，公司持股5%以上股东广州云鹰资本 管理有限公司(简称"云鹰资本")、持股5%以上股东郑子贤分别与共青城梅花腾龙起飞投资合伙企业(有 限合伙)(简称"梅花投资")签署了《关于中珠医疗控股股份有限公司之股份转让协议》，云鹰资本拟以 1.95元/股的价格向梅花投资转让其持有的公司1.07亿股股份，占其持有公司股份总数的100%，占公司 总股本的5.36%;郑子贤拟以1.95元/股的价格向梅花投资转让其持有的公司1亿股股份，占其持有公司股 份总数的100%，占公司总股本的5.02%，转让价款合计4.03亿元。 本次权益变动前，梅花投资未持有公司股份。本次权益变动后，梅花投资持有公司2.07亿股股份，占公 司总股本的10.38%，将成为公司持股5%以上股东。云鹰资本、郑子贤将不再持有公司股份。本次权益 变动属于持股5%以上股东协议转让股份，不会导致公司第一大股东发生变化，不触及要约收购。 ...

Core Viewpoint - Shandong Molong's stock price increased by 5.23% with a trading volume of 1.386 billion yuan and a volatility of 17.02% on the day, indicating significant market activity and interest in the stock [2]. Trading Activity - The stock had a turnover rate of 32.03% for the day, with institutional investors net selling 96,500 yuan and the Shenzhen Stock Connect net selling 11.42 million yuan [2]. - The top five trading departments had a combined transaction amount of 318 million yuan, with a net sell of approximately 72.24 million yuan [2]. - Among the trading departments, three institutional special seats were involved, with a total buy amount of 44.40 million yuan and a sell amount of 44.49 million yuan, resulting in a net sell of 96,500 yuan [2]. Fund Flow - The stock experienced a net inflow of 33.84 million yuan from major funds, with large orders contributing 12.92 million yuan and big orders contributing 20.92 million yuan [3]. - Over the past five days, the net inflow of major funds reached 212 million yuan [3]. Historical Performance - In the last six months, the stock has appeared on the trading list 16 times, with an average price increase of 3.04% the day after being listed and an average increase of 1.25% over the following five days [2].

Core Viewpoint - Oil and gas stocks are experiencing a strong performance, with notable increases in share prices for companies such as Sinopec Oilfield Services and Shandong Molong, driven by significant developments in shale oil production in China [1] Group 1: Company Performance - Sinopec Oilfield Services (01033) saw an increase of 8.97%, trading at 0.85 HKD [1] - Shandong Molong (00568) rose by 7.33%, with shares priced at 4.39 HKD [1] Group 2: Industry Developments - China's largest shale oil production base, Changqing Oilfield, has achieved a cumulative production of over 20 million tons, marking a significant milestone in the country's "shale revolution" [1] - The Ministry of Natural Resources has indicated plans to accelerate the standardization of emerging and future industries during the 14th Five-Year Plan, focusing on deep-sea and deep-earth resources [1] - Several provinces are incorporating "deep earth economy" as a core direction in their respective 14th Five-Year Plans [1]

Core Insights - Shandong Molong (002490) successfully signed product orders exceeding 40,000 tons during the Abu Dhabi International Petroleum Exhibition (ADIPEC) held from November 1 to 4 [1] Company Summary - Shandong Molong participated in ADIPEC, a significant event in the oil and gas industry, indicating its active engagement in international markets [1] - The company secured substantial product orders, reflecting its competitive position and demand for its offerings in the Middle East [1] Industry Summary - The participation in ADIPEC highlights the importance of international exhibitions for companies in the oil and gas sector to expand their market reach and secure new contracts [1] - The successful signing of orders during such events underscores the ongoing demand for oil-related products in the Middle Eastern market [1]