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智通港股通持股解析|10月31日
智通财经网· 2025-10-31 00:34
3、港股通最近5个交易日减持榜(前10名) | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 阿里巴巴-W(09988) | -16.59亿元 | -964.24万股 | | 盈富基金(02800) | -14.05亿元 | -5322.40万股 | | 石药集团(01093) | -13.24亿元 | -17720.74万股 | | 理想汽车-W(02015) | -8.94亿元 | -1109.63万股 | | 中国生物製药(01177) | -4.83亿元 | -7028.04万股 | | 恆生中国企业(02828) | -4.56亿元 | -478.30万股 | | 比亚迪股份(01211) | -3.70亿元 | -355.07万股 | | 荣昌生物(09995) | -3.45亿元 | -408.51万股 | | 东方电气(01072) | -3.03亿元 | -1506.96万股 | | 比亚迪电子(00285) | -2.92亿元 | -781.38万股 | 1、港股通最新持股比例排行(前20名) 智通财经APP获悉,根据2025年10月30日披露数 ...
中国电信打造全球最长商用空芯光缆
Xin Lang Cai Jing· 2025-10-30 23:26
据了解,该项目实现了多项技术创新和服务创新。一是空芯光纤技术的跨区域突破。中国电信在粤港两 地同步部署空芯光纤,相较传统实芯光纤,降低传输时延超过30%,同时凭借超低损耗、超低非线性效 应的特性,为更大带宽传输提供坚实支撑,打破了传统光纤在时延与带宽上的双重局限。 二是OSU技术的设备级革新。中国电信采用最新OSU技术,将设备时延降低40%,并实现业界领先的 2M~100G无损弹性带宽调整,在提升速度的同时,兼顾了带宽灵活性。 中国电信将持续完善粤港澳地区超低时延网络布局,以技术创新赋能金融服务,为粤港澳大湾区的经济 腾飞、科技创新与社会进步注入强劲动力。 本报讯(记者邝海青)近日,由中国电信主导打造的全球最长商用空芯光缆全程贯通。该光缆全长 110km,其中空芯光缆长100km,是连接东莞与香港两地证券交易数据中心的首条跨境空芯光缆,通过 OSU(Optical Service Unit,光业务单元)传输系统,实现了东莞和香港两地间双向时延低至0.93ms, 是目前业界最低时延,满足了金融领域客户对超低时延的极致要求。 三是路由优化的精准攻坚。中国电信通过精心规划光缆路由,比原路由减少10%时延。为此,中国 ...
2025金融街论坛|企业加速出海!多方共话京港资本市场合作新机遇
Sou Hu Cai Jing· 2025-10-30 15:32
Core Insights - The financial high-level opening and high-quality development of the real economy have become key themes, with Beijing and Hong Kong as core forces in promoting enterprises going global and capital connectivity [1] - The Hong Kong Securities and Futures Commission Chairman highlighted the significant market value and number of Beijing enterprises listed in Hong Kong, while the Hong Kong Stock Exchange Chairman noted an increasing number of tech companies preparing to list in Hong Kong [1][6] Group 1: Market Opportunities - There are over 200 companies from Beijing listed on the Hong Kong stock market, including major firms like Sany Heavy Industry and China Aluminum [4] - The "A+H" dual listing model is gaining traction, with 46 companies including Agricultural Bank of China and China Shenhua Energy listed in both markets [4] - The collaboration between the Beijing Stock Exchange and Hong Kong Stock Exchange aims to facilitate cross-border listings, enhancing market cooperation and promoting mutual prosperity [3][5] Group 2: Financial Performance - In the first three quarters of 2023, new listings in Hong Kong raised HKD 180 billion, a twofold increase year-on-year, while subsequent stock issuances raised HKD 260 billion, up 270% [6] - The average daily trading volume in the Hong Kong secondary market increased by over 90% compared to the previous year, with the market capitalization nearing HKD 50 trillion, ranking third in Asia [6] Group 3: Future Trends - The trend of A-share companies seeking to list in Hong Kong is expected to continue, driven by the desire to enhance international visibility and attract global capital [6][8] - The Chinese Securities Regulatory Commission has issued measures to support leading domestic enterprises in listing in Hong Kong, indicating a favorable policy environment for such initiatives [8]
规模510亿元战略基金启动,投早、小、长期、硬科技
Sou Hu Cai Jing· 2025-10-30 10:38
国资能带动市场化基金的投资热情,在一些融资额较大的项目上,可以做国资领投,市场化基金跟投的合作 文|《财经》记者 刘以秦 编辑|谢丽容 10月29日,中国国新控股有限公司(下称"中国国新")联合北京市西城区,在北京举行中央企业战略性新兴产业发展专项基金(下称"央企战 新基金")发布仪式。 央企战新基金首期募资510亿元,共有15个出资方,由中国国新受托募集和管理,中国国新出资150亿元,持股29.4%,为第一大股东。此外还 有13家央企和北京市西城区共同出资合作。 今年以来,已有多个百亿级央企创投基金成立。在今年9月的国新办新闻发布会上,国务院国资委副主任袁野表示,不少中央企业都设立了创 投基金,目前总规模已接近千亿元,这些基金聚焦科技属性、技术价值、新兴领域,积极投早、投小、投长期、投硬科技,形成了产融结合的 新模式。 其中,北京市西城区出资100亿元,中国移动出资60亿元,中国石化出资50亿元,中国海油出资30亿元,中国石油出资20亿元,中国电信出资 15亿元,中国联通出资15亿元,中电科投出资10亿元,中煤能源出资10亿元,华润出资10亿元,招商局集团出资10亿元,宝武钢铁出资10亿 元,国家电投集团出 ...
中国电信天翼智铃正式发布
Xin Hua Wang· 2025-10-30 02:19
原标题:中国电信天翼智铃正式发布 10月29日,中国电信天翼智铃正式发布,这是AI视频彩铃深度融合AI智能体的升级产品,在传统 彩铃服务基础上,构建以星辰大模型为基座、由星小辰智能体驱动全流程智能创作的内容服务中心。通 过开放会话窗口,提供智能搜索及文生音乐、文生视频、图生视频等多样化内容创作能力。用户可将创 作内容设置为专属个性化的视频彩铃,也可以分享到朋友圈等社交媒体。 智能重塑创作:像对话一样自然 "模板制作"上线了餐饮住宿、文体旅游、零售娱乐等14大热门行业的宣传视频模板,点击"做同 款",输入企业名称就能快速制作。 "个性创作"是在模板制作的基础上,进一步满足用户自由创作企业宣传视频的需求,输入"企业名 称""产品卖点""优惠活动"等核心元素,通过AI文生图、图生视频能力生成企业特色的宣传视频。 技术内核:智能体驱动的全能创作引擎 天翼智铃的背后,是坚实的技术底座与开放的生态策略。它依托中国电信自研的星辰大模型作为核 心"大脑",并整合调用行业生态顶尖的AIGC能力,构建起真正懂创作的智能系统,确保对用户意图的 深度理解与内容生成质量。 天翼智铃不仅是产品的迭代,更是通话等待场景从"内容展示"到"个 ...
首期510亿元!央企战新基金来了!
证券时报· 2025-10-29 15:35
Core Viewpoint - The establishment of the Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise New Fund") aims to accelerate the development of strategic emerging industries in China, with an initial fundraising of 51 billion yuan [2][6]. Fund Overview - The Central Enterprise New Fund has raised an initial capital of 51 billion yuan, with contributions from major state-owned enterprises including China Mobile, Sinopec, CNOOC, and China National Petroleum [2][8]. - The fund is managed by China Reform Holdings Corporation and was officially registered on October 27 [9]. Strategic Focus - The fund will focus on supporting strategic emerging industries such as artificial intelligence, high-end equipment, quantum technology, and future industries like future energy, future information, and future manufacturing [6]. - The fund aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment, promoting a multiplier effect in investment [5]. Management and Structure - The fund operates under a company structure, with a newly established private equity fund management company responsible for its management, implementing both sub-fund investments and direct investment strategies [10]. - The fund's management emphasizes new positioning, mechanisms, models, and teams to ensure efficient and standardized operations [6].
510亿元,十余家央企联合出资!央企战略性新兴产业发展专项基金来了
Sou Hu Cai Jing· 2025-10-29 15:28
Core Points - The Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise Fund") was launched with an initial fundraising of 51 billion yuan, supported by over ten central enterprises including China Mobile, Sinopec, and China National Petroleum Corporation [1][4] - The fund aims to accelerate the development of strategic emerging industries, focusing on areas such as artificial intelligence, high-end equipment, quantum technology, future energy, future information, and future manufacturing [3][4] - The fund's management will adopt a company-based structure, with a newly established private equity fund management company overseeing operations [4] Group 1 - The Central Enterprise Fund is a key initiative to support the development of strategic emerging industries as mandated by the central government [2][3] - The fund emphasizes a new positioning, new mechanisms, and new models to enhance productivity and service the development of central enterprises [2][3] - The fund's establishment is seen as a significant step towards optimizing the layout and structural adjustment of state-owned enterprises [2] Group 2 - The fund's initial contributors include major state-owned enterprises, with China Guoxin contributing approximately 15 billion yuan, representing 2.94% of the fund [4] - The fund aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment [2][3] - The fund's investment strategy will focus on nine key emerging industries, aligning with the main business operations of participating enterprises [4]
510亿元,十余家央企联合出资!央企战略性新兴产业发展专项基金来了
券商中国· 2025-10-29 15:01
Core Viewpoint - The establishment of the Central Enterprise Strategic Emerging Industry Development Fund (referred to as "Central Enterprise New Fund") is a significant initiative aimed at accelerating the development of strategic emerging industries in China, with a first-phase fundraising target of 51 billion yuan [2][5]. Group 1: Fund Overview - The Central Enterprise New Fund has successfully raised an initial capital of 51 billion yuan, with contributions from over ten central enterprises including China Mobile, Sinopec, and China National Petroleum [2][6]. - The fund is managed by China Guoxin, which is responsible for its fundraising and operational management [2][5]. - The fund's management structure is established as a company, with a newly formed private equity fund management company overseeing its operations [7]. Group 2: Strategic Focus - The fund will primarily support industries such as artificial intelligence, high-end equipment, quantum technology, and future energy, information, and manufacturing sectors [5][6]. - The initiative aims to create a strategic innovation ecosystem that integrates technology innovation, capital operation, and industrial empowerment, fostering a multiplier effect in the industry [4][5]. Group 3: Government and Corporate Support - The initiative is backed by the State-owned Assets Supervision and Administration Commission (SASAC), emphasizing the importance of the fund in optimizing the layout and structure of state-owned enterprises [4][5]. - Beijing's government is committed to providing support and services for the development of the Central Enterprise New Fund, aligning with the spirit of the 20th National Congress of the Communist Party [4].
我国IPv6活跃用户数达8.65亿,居世界第一位
Xin Lang Cai Jing· 2025-10-29 07:30
第四届中国IPv6创新发展大会今天(29日)发布了《中国IPv6发展报告(2025)》,报告显示,我国 IPv6发展点面结合深入推进,关键指标快速增长,网络规模、用户规模、流量规模位居世界第一位,技 术、产业、设施、应用和安全体系不断完善,发展态势不断向好。 一、关键发展指标稳步快速增长 IPv6用户规模跨越式增长。截至2025年9月,我国IPv6活跃用户数达8.65亿,相较于2017年的293万,增 长了294倍,在网民中的占比从2017年的0.39%提升至77.02%,位居世界前列。 IPv6网络流量大幅跃升。截至2025年9月,全国移动网络和固定网络总流量中IPv6流量占比达34.02%。 其中,移动网络IPv6平均流量占比达69.02%,相比2019年底增长近14倍;固定网络IPv6平均流量占比达 30.63%,相比2019年底增长近34倍。2023年2月,我国移动网络IPv6流量占比首次超过50%,实现IPv6 流量超越IPv4流量的历史性突破。 IPv6地址资源储备充足。截至2025年9月,我国IPv6地址资源总量达71590块(/32),占全球已分配IPv6 地址的14.61%,位居世界第二,为 ...
235只港股获南向资金大比例持有
Sou Hu Cai Jing· 2025-10-29 02:15
Group 1 - The overall shareholding ratio of southbound funds in Hong Kong Stock Connect stocks is 18.97%, with 235 stocks having a shareholding ratio exceeding 20% [1] - As of October 28, southbound funds hold a total of 4,796.11 million shares, accounting for 18.97% of the total share capital of the eligible stocks, with a total market value of 62,349.33 billion HKD, representing 14.49% of the total market value [1] - The highest shareholding ratio by southbound funds is in China Telecom, with 9,879.07 million shares held, representing 71.18% of the issued shares [2] Group 2 - Southbound funds with a shareholding ratio exceeding 20% are mainly concentrated in the healthcare, industrial, and financial sectors, with 55, 35, and 34 stocks respectively [2] - Among the stocks with over 20% shareholding by southbound funds, 125 are AH concept stocks, making up 53.19% of that group [1] - The top stocks by southbound fund shareholding include China Telecom, COSCO Shipping Energy, and GCL-Poly Energy, all with over 70% shareholding [2][3]