智通财经APP获悉，根据2026年1月16日披露数据，钧达股份（02865）、中庆股份（01855）、山东墨 龙（00568）港股通持股占比增加值最大，分别增加5.42%、2.68%、2.46%；华夏恆生科技（03088）、 南京熊猫电子股份（00553）、金风科技（02208）港股通持股占比减少值最大，分别减 少-2.04%、-1.53%、-1.30%。 在最近有统计数据的5个交易日内，钧达股份（02865）、百奥赛图-B（02315）、昭衍新药（06127）港 股通持股占比增加值最大，分别增加22.16%、4.78%、4.66%；华夏恆生科技（03088）、恆生中国企业 （02828）、广发証券（01776）港股通持股占比减少值最大，分别减少-14.19%、-8.71%、-6.25%。 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 | | --- | --- | --- | | 钧达股份(02865) | +5.42% | 49.28% | | 中庆股份(01855) | +2.68% | 10.34% | | 山东墨 ...

Group 1 - Oil and gas stocks experienced significant declines, with Shandong Molong (002490) dropping over 8%, currently at 3.8 HKD and a trading volume of 122 million HKD [1] - International oil prices fell sharply due to the possibility of Trump avoiding military action against Iran, breaking the continuous upward trend [1] - Brent crude futures decreased by 2.76 USD or 4.15%, settling at 63.76 USD per barrel, while U.S. crude dropped by 2.83 USD or 4.56%, reaching 59.19 USD [1] Group 2 - Reports indicate that Trump has postponed the decision on whether to strike Iran, leading to increased uncertainty regarding military options [1] - Huatai Futures suggests that if Trump does not take military action against Iran, the geopolitical premium may quickly dissipate, indicating a fragile foundation for oil price increases [1] - The CPC terminal is expected to resume operations soon, further impacting the oil market dynamics [1]

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

Group 1 - Oil and gas stocks experienced significant declines, with Shandong Molong (00568) dropping over 8%, closing at 3.8 HKD with a trading volume of 1.22 billion HKD [1] - International oil prices fell sharply due to the possibility of Trump avoiding military action against Iran, breaking the continuous upward trend [1] - Brent crude futures decreased by 2.76 USD or 4.15%, settling at 63.76 USD per barrel, while U.S. crude dropped by 2.83 USD or 4.56%, closing at 59.19 USD [1] Group 2 - Reports indicate that Trump has postponed the decision on whether to strike Iran, leading to increased uncertainty regarding military options [1] - Huatai Futures suggests that if Trump does not take military action against Iran, the geopolitical premium will quickly dissipate, indicating a fragile foundation for oil price support [1] - The CPC terminal is expected to resume operations soon, further impacting the oil market dynamics [1]

Core Viewpoint - Shandong Molong's products are widely used in various sectors including oil, natural gas, shale gas, coalbed methane, hydrogen energy, petroleum refining, engineering machinery manufacturing, and oilfield services, showcasing a strong market presence and competitive edge in both domestic and international markets [1] Group 1 - The company has a diverse customer base that includes major domestic oil groups such as China National Petroleum Corporation, Sinopec, CNOOC, and Yanchang Petroleum Group, as well as oilfields in over 50 countries across Asia, Europe, America, Africa, and Oceania [1] - The company reported a sufficient order backlog, indicating successful outcomes in production operations, market expansion, equipment upgrades, product research and development, and key projects [1] - In November 2025, the company participated in the Abu Dhabi International Petroleum Exhibition (ADIPEC) and successfully signed product orders exceeding 40,000 tons in Middle Eastern countries, marking a significant achievement in overseas market expansion [1] Group 2 - The continuous growth in overseas orders demonstrates Shandong Molong's strong competitiveness in the international market, providing robust support and assurance for the company's rapid development in the future [1]

Core Insights - The report highlights significant changes in the stock holdings of various companies under the Hong Kong Stock Connect program, with notable increases and decreases in ownership percentages [1][2][3]. Group 1: Increased Holdings - JunDa Co., Ltd. (02865) saw the largest increase in ownership percentage, rising by 7.34% to a total of 43.86% [2] - Lion Group Holding (02562) experienced a 3.14% increase, bringing its ownership to 50.95% [2] - Shandong Molong Petroleum Machinery (00568) had a 1.84% increase, resulting in a total ownership of 56.21% [2] - Over the last five trading days, JunDa Co., Ltd. (02865) had the highest increase of 15.15%, with a current ownership of 43.86% [4] - Zhejiang Shibao (01057) and Naxin Microelectronics (02676) also saw significant increases of 7.04% and 6.43%, respectively [4] Group 2: Decreased Holdings - Huaxia Hengsheng Technology (03088) faced the largest decrease in ownership, dropping by 12.16% to 8.11% [3][4] - CIFI Holdings Group (00884) saw a reduction of 2.36%, with a current ownership of 12.71% [3] - Green Economy (01315) experienced a decrease of 2.13%, resulting in a total ownership of 3.41% [3] - Over the last five trading days, Huaxia Hengsheng Technology (03088) also had a significant decrease of 12.13% [4] - Other companies like Hang Seng China Enterprises (02828) and GF Securities (01776) also reported notable decreases of 6.01% and 5.68%, respectively [4]

Core Viewpoint - Shandong Molong (002490.SZ) reported a revenue of approximately 1.2 billion yuan for the first three quarters, reflecting a year-on-year growth of nearly 20% [1] Company Performance - The company achieved an operating income of about 1.2 billion yuan [1] - The year-on-year growth rate of nearly 20% indicates a positive trend in the company's financial performance [1] Compliance Status - The company confirmed that it does not currently meet any conditions that would trigger ST (Special Treatment) regulations from the Shenzhen Stock Exchange [1]

Core Viewpoint - Shandong Molong has established a strong presence in both domestic and international oil and gas markets, with significant orders and collaborations with major Chinese oil companies and successful expansion into over 50 countries [1] Group 1: Domestic Collaborations - The company’s products are widely used in various sectors including oil, natural gas, shale gas, coalbed methane, hydrogen energy, oil refining, engineering machinery manufacturing, and oilfield services [1] - Shandong Molong has collaborated with major domestic oil companies such as PetroChina, Sinopec, CNOOC, and Yanchang Petroleum [1] Group 2: International Expansion - The company has successfully expanded its business into over 50 countries across major oil-producing regions including Asia, Europe, America, Africa, and Oceania [1] - In November 2025, Shandong Molong participated in the Abu Dhabi International Petroleum Exhibition (ADIPEC) and secured product orders exceeding 40,000 tons in Middle Eastern countries, highlighting its successful international market expansion [1] Group 3: Business Performance - The company reports a strong order backlog and has achieved results in production operations, market expansion, equipment upgrades, product research and development, and key projects [1] - The continuous growth in overseas orders demonstrates Shandong Molong's robust competitiveness in the international market, providing strong support for the company's future rapid development [1]

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Baidu's subsidiary, 百奥赛图-B (02315), saw an increase of 1.90%, bringing its latest holding percentage to 17.59% [2]. - 昭衍新药 (06127) experienced a 1.57% increase, with a current holding of 62.66% [2]. - 广和通 (00638) had a 1.49% increase, resulting in a holding of 13.68% [2]. - 钧达股份 (02865) increased by 1.40%, now holding 36.52% [2]. - 纳芯微 (02676) saw a 0.90% increase, with a holding of 9.00% [2]. Group 2: Companies with Decreased Holdings - 狮腾控股 (02562) experienced the largest decrease at -8.40%, with a current holding of 47.81% [2]. - 昊天国际建投 (01341) decreased by -3.13%, now holding 59.69% [2]. - 一脉阳光 (02522) saw a reduction of -1.19%, with a holding of 44.02% [2]. - 中国中免 (01880) decreased by -1.17%, now at 38.19% [2]. - 弘业期货 (03678) had a decrease of -1.16%, with a holding of 60.67% [2]. Group 3: Five-Day Changes in Holdings - 钧达股份 (02865) had the highest increase over five days at +8.32%, with a holding of 36.52% [3]. - 纳芯微 (02676) increased by +7.60%, now at 9.00% [3]. - 中伟新材 (02579) saw a +6.19% increase, with a holding of 11.83% [3]. - 昭衍新药 (06127) increased by +5.03%, holding 62.66% [3]. - 佑驾创新 (02431) had a +3.96% increase, now at 11.83% [3]. Group 4: Twenty-Day Changes in Holdings - 狮腾控股 (02562) had a significant increase of +12.54%, with a holding of 47.81% [4]. - 南京熊猫电子股份 (00553) increased by +9.81%, now at 50.06% [4]. - 均胜电子 (00699) saw a +9.02% increase, with a holding of 15.26% [4].

Group 1 - The stock of Shandong Molong has experienced a consecutive two-day limit-up, indicating strong market interest and performance [1] - The stock reached a trading halt at 13:06 with a transaction volume of 1.066 billion yuan and a turnover rate of 23.10% [1] - The company primarily engages in the design, research and development, manufacturing, sales services, and export trade of products required for the energy equipment industry [1] Group 2 - The company's drilling equipment business is driven by energy security policies, which have positively impacted its growth [1] - The development of high gas-tight special threaded casing for shale gas development has been completed and is now in mass production [1] - The actual controller of the company is the State-owned Assets Supervision and Administration Commission, classifying it as a state-owned enterprise [1] Group 3 - International crude oil prices remain relatively high, supporting global investment in oil and gas exploration and development [1] - This trend has led to an increase in demand for oil and gas equipment and services, indicating a recovery in industry prosperity [1] - The company has seen a significant growth in overseas orders, reflecting its expanding market presence [1]