Group 1: Market Activity - Net buying activity was observed in China National Offshore Oil Corporation (CNOOC) at 1.046 billion HKD, Xiaomi Group at 1.002 billion HKD, China Mobile at 752 million HKD, Hua Hong Semiconductor at 329 million HKD, and Pop Mart at 127 million HKD [1] - Net selling was recorded for Alibaba at 867 million HKD, Sunny Optical Technology at 324 million HKD, SMIC at 233 million HKD, and Tencent Holdings at 172 million HKD [1] - Southbound funds have continuously net bought Xiaomi for 5 days, totaling 2.91469 billion HKD, and CNOOC for 4 days, totaling 2.64904 billion HKD [1] Group 2: Stock Performance - Alibaba's stock decreased by 2.6% with a net outflow of 586 million HKD, while its trading volume was 4.466 billion HKD [3] - Xiaomi Group's stock fell by 2.9% with a net inflow of 908 million HKD, and its trading volume was 2.220 billion HKD [3] - China Mobile's stock increased by 0.6% with a net inflow of 633 million HKD, and its trading volume was 1.034 billion HKD [3] Group 3: Company Insights - Xiaomi Group is expected to see significant profit release from its automotive segment in 2026, with a projected Q3 revenue of 110.1 billion HKD, a year-on-year increase of 19%, and a net profit exceeding 10.1 billion HKD, a year-on-year increase of 62% [4] - China Mobile announced a plan to transfer 4,198,130 A-shares (0.19% of total shares) to China National Petroleum Corporation, pending approval from the State-owned Assets Supervision and Administration Commission [4] - Hua Hong Semiconductor is positioned to benefit from strong AI demand, with a projected 24% increase in capital expenditure from major CSP cloud service providers, driving demand for computing chips [5]

Market Performance - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling by 0.79% to 25,952.40 points, the Hang Seng Tech Index down by 1.76%, and the State-Owned Enterprises Index decreasing by 0.92% [1] - Despite the overall market weakness, there was significant net buying from southbound funds, indicating investor interest [1] Fund Flow - The most favored stocks included China National Offshore Oil Corporation, Xiaomi Group, and China Mobile, which saw net purchases of HKD 1.046 billion, HKD 1.002 billion, and HKD 753 million, respectively [1][2] - Alibaba faced a net sell-off of HKD 868 million, highlighting a shift in investor sentiment towards this stock [1][2] Institutional Outlook - Multiple institutions remain optimistic about the long-term prospects of the Hong Kong stock market, with expectations of volatility due to external factors such as U.S. Federal Reserve interest rate policies and a strong U.S. dollar [3] - The AI sector is anticipated to lead the growth of related technology industries in China, positively impacting both A-shares and Hong Kong stocks [3] IPO Activity - Hong Kong's financial market remains vibrant, with an average daily trading volume exceeding USD 32 billion this year, doubling from the previous year [4] - In the first ten months of the year, Hong Kong recorded 80 IPOs, raising over USD 26 billion, ranking first globally in IPO fundraising [4]

Group 1 - Southbound funds net bought Hong Kong stocks worth 9.832 billion HKD today [1] - The top net purchases included China National Offshore Oil Corporation (CNOOC) at 1.046 billion HKD, Xiaomi Group at 1.002 billion HKD, and China Mobile at 752 million HKD [1] - The top net sales included Alibaba at 867 million HKD, Sunny Optical Technology at 324 million HKD, and Semiconductor Manufacturing International Corporation (SMIC) at 233 million HKD [1] Group 2 - Southbound funds have net bought Xiaomi for five consecutive days, totaling 2.91469 billion HKD [1] - CNOOC has seen net purchases for four consecutive days, amounting to 2.64904 billion HKD [1] - Tencent has experienced net sales for five consecutive days, totaling 2.16266 billion HKD [1]

Group 1 - Southbound funds recorded a net purchase of 9.832 billion HKD today [1] - China National Offshore Oil Corporation (CNOOC) received a net inflow of 1.046 billion HKD [1] - Xiaomi Group saw a net inflow of 1.002 billion HKD [1] - China Mobile experienced a net inflow of 753 million HKD [1] - Alibaba faced the highest net sell-off, amounting to 868 million HKD [1]

Core Insights - The Hong Kong stock market saw a net inflow of 98.32 billion HKD from northbound trading on November 4, with 52.02 billion HKD from the Shanghai Stock Connect and 46.31 billion HKD from the Shenzhen Stock Connect [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Xiaomi Group-W (01810), and China Mobile (00941) [1] - The most sold stocks were Alibaba-W (09988), SMIC (00981), and Tencent (00700) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a buy amount of 19.40 billion HKD and a sell amount of 25.26 billion HKD, resulting in a net outflow of 5.86 billion HKD [2] - Xiaomi Group-W saw a net inflow of 9.08 billion HKD, with a buy amount of 15.64 billion HKD and a sell amount of 6.56 billion HKD [2] - CNOOC had a net inflow of 10.46 billion HKD, supported by OPEC+'s decision to pause production increases [5] - China Mobile received a net inflow of 7.52 billion HKD, with a strategic share transfer to China National Petroleum Corporation [5] Group 3: Sector Insights - The semiconductor sector showed mixed results, with Hua Hong Semiconductor (01347) receiving a net inflow of 3.29 billion HKD, while other stocks faced net outflows [6] - Bubble Mart (09992) gained a net inflow of 1.27 billion HKD, driven by seasonal sales trends and new product launches [7]

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 9.832 billion HKD from northbound trading on November 4, with 5.202 billion HKD from Shanghai and 4.631 billion HKD from Shenzhen [1] - The most bought stocks included CNOOC (00883), Xiaomi Group-W (01810), and China Mobile (00941) [1] - The most sold stocks were Alibaba-W (09988), SMIC (00981), and Tencent (00700) [1] Group 2: Stock Performance - Alibaba-W had a buy amount of 1.940 billion HKD and a sell amount of 2.526 billion HKD, resulting in a net outflow of 586 million HKD [2] - Xiaomi Group-W received a net inflow of 1.564 billion HKD with a total trading volume of 2.220 billion HKD [2] - China Mobile had a net inflow of 834 million HKD, with a buy amount of 834 million HKD and a sell amount of 201 million HKD [3] Group 3: Company-Specific News - CNOOC (00883) received a net inflow of 1.046 billion HKD, supported by OPEC+'s decision to pause production increases, leading to a forecasted rise in oil prices [4] - Xiaomi Group-W is expected to see significant profit release from its automotive segment, with Q3 revenue projected at 110.1 billion HKD, a 19% year-on-year increase [5] - China Mobile announced a share transfer of 0.19% to China National Petroleum Corporation to enhance strategic collaboration [5] Group 4: Sector Insights - The semiconductor sector showed mixed results, with Hua Hong Semiconductor (01347) receiving a net inflow of 329 million HKD, while SMIC faced a net outflow of 233 million HKD [5] - Bubble Mart (09992) is expected to benefit from the traditional Q4 sales season, with strong demand anticipated for holiday-themed products [6] - Alibaba-W's rebranding of its delivery service to "Taobao Flash Purchase" aims to consolidate resources and enhance brand synergy [6]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國海洋石油有限公司 呈交日期: 2025年11月4日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 FF301 III.已發行股份及/或庫存股份變動詳情 (A). 股份期權（根據發行人的股份期權計劃） 不適用 第 3 頁 共 10 頁 v 1.1.1 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00883 | | 說明 | | 於香港聯交所上市的股份（「香港股份」） | | | | | 多櫃檯證券代號 | 80883 | RMB 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | ...

Core Points - Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) closed down 0.29% on November 4, with a trading volume of 70.587 million yuan [1] - The fund was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1] - As of November 3, the fund's latest share count was 225 million, with a total size of 231 million yuan [1] - Over the past 20 trading days, the fund's cumulative trading amount reached 1.16 billion yuan, with an average daily trading amount of 58.005 million yuan [1] - The current fund manager is He Yuxuan, who has managed the fund since its inception, achieving a return of 1.18% during the tenure [1] Holdings Summary - The top holdings of Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF include: - COSCO Shipping Holdings (0.85% holding, 218,000 shares, market value of 2.9175 million yuan) [2] - Orient Overseas International (0.40% holding, 10,500 shares, market value of 1.3717 million yuan) [2] - China Foreign Transport (0.33% holding, 270,000 shares, market value of 1.1396 million yuan) [2] - China Petroleum (0.32% holding, 162,000 shares, market value of 1.0973 million yuan) [2] - CITIC Bank (0.32% holding, 175,000 shares, market value of 1.1136 million yuan) [2] - CNOOC (0.29% holding, 58,000 shares, market value of 1.0041 million yuan) [2] - China Shenhua Energy (0.29% holding, 30,500 shares, market value of 982,600 yuan) [2] - China Pacific Insurance (0.29% holding, 164,000 shares, market value of 1.0107 million yuan) [2] - China Unicom (0.28% holding, 104,000 shares, market value of 952,800 yuan) [2] - Agricultural Bank of China (0.27% holding, 189,000 shares, market value of 933,900 yuan) [2]

Core Insights - The 41st Abu Dhabi International Petroleum Exhibition and Conference opened on November 3, attracting over 2,250 companies globally to discuss the future of energy and sustainable development [1] Group 1: Event Overview - The event is hosted at the Abu Dhabi National Exhibition Centre and spans four days [1] - The exhibition highlights the UAE's significant role in leading global energy dialogue and promoting energy security and sustainable development cooperation [1] Group 2: UAE's Commitment - UAE Vice President and Prime Minister Mansour bin Zayed Al Nahyan emphasized the country's ongoing investment in advanced technology, clean energy, and innovation to balance economic growth with environmental protection [1] - The UAE aims to continue driving energy transition through international cooperation [1] Group 3: Participation and Focus Areas - Approximately 330 Chinese enterprises and institutions, including China National Petroleum Corporation and China National Offshore Oil Corporation, are participating as core strategic partners [1] - The exhibition features 17 halls, with four key thematic areas: artificial intelligence and digital transformation, decarbonization, shipping and logistics, and a new section on chemicals and low-carbon solutions [1]

Group 1: Market Movements - Wanda Hotel Development (00169) saw a significant increase, rising over 20% during trading, attributed to an agreement with Sony's CPE for a 49% stake in Vampire Squid Productions, which operates the "Octonauts" IP [1] - Cat's Eye Entertainment (01896) rose over 5.3% following the announcement of the film "Demon Slayer: Infinity Castle Chapter One" set to release on November 14, with over 142,000 new views recorded on the platform [1] - Baidu Group-SW (09888) increased by 6.6% after its subsidiary reported over 250,000 orders completed by fully autonomous vehicles, marking a significant step in the commercialization of autonomous driving [1] - Semiconductor stocks experienced gains, with Huahong Semiconductor (01347) up 2.14%, Shanghai Fudan (01385) nearly 1%, and SMIC (00981) up 1.37%, driven by a continued demand for memory chips and price increases planned by several manufacturers [1] Group 2: Gold and Oil Stocks - Gold stocks continued to decline, with Lingbao Gold (03330) down 4.46% and China Gold International (02099) down 2.41%, as spot gold prices fell below $3,980 per ounce, a drop of over 9% from the high on October 20 [2] - Oil stocks rose, with PetroChina (00857) up 3.14% and Sinopec (00386) up 1.66%, following OPEC+'s announcement to pause production increases in Q1 2024, leading Morgan Stanley to raise its short-term oil price forecast [3] Group 3: Automotive and Technology Developments - Li Auto-W (02015) fell 3.3%, with a reported 38% year-on-year decline in new car deliveries for October, alongside a recall announcement for the MEGA 2024 model due to coolant issues [3] - Hesai Technology (02525) rose over 2% after announcing a strategic partnership with Guanghetong to develop a multi-modal perception and control solution based on lidar technology [3] Group 4: US Market Highlights - Atour (ATAT.US) increased by over 5.8%, supported by China's 14th Five-Year Plan aimed at boosting consumption [5] - NIO (NIO.US) rose over 2.3% with a 92.6% year-on-year increase in new car deliveries for October [5] - Micron Technology (MU.US) gained over 4.8% as Samsung paused DDR5 DRAM contract quotes, impacting the supply chain [5] - Nokia (NOK.US) rose over 3.4% following a $1 billion investment from Nvidia to accelerate AI-RAN innovations [6]