来源：第一财经 恒指报收25530.51点，跌0.04%，恒生科技指数报收5534.59点，跌0.83%。半导体股走弱，华虹半导体 跌近5%，中芯国际跌超2%。中兴通讯跌超13%。（AI生成） ...

Group 1 - The Hang Seng Hong Kong Stock Connect Software and Semiconductor (Investable) Index will be renamed to the Hang Seng Hong Kong Stock Connect Software Theme Index [1] - The number of constituent stocks will remain fixed at 40, with the addition of four stocks: Reading Group, Qutoutiao, Meitu, and Maimai Technology [1] - Four stocks will be removed from the index: ASMPT, SMIC, Hua Hong Semiconductor, and Innodisk [1] - The changes will take effect on December 16, 2025 [1]

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, effective December 16, 2025 [1] - The number of constituent stocks will be fixed at 40, with the addition of four stocks: Reading Group (00772), Qutoutiao (00917), Meitu (01357), and iClick Interactive Asia Group (01860) [1] - Several stocks will be removed from the index, including ASMPT (00522), Semiconductor Manufacturing International Corporation (00981), and Hua Hong Semiconductor (01347) [1] Group 2 - The index calculation method will be updated, including changes to the index objectives, stock selection criteria, industry requirements, and constituent stock selection methods [1] - New thematic requirements, buffer zones, and fast inclusion rules will be introduced as part of the updated calculation method [1]

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]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中芯國際集成電路製造有限公司 呈交日期： 2025年12月11日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) 00981 | | 說明 港股 | | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | 每股發行/出售價 (註4) ...

Group 1 - The Hong Kong stock market saw a net inflow of 791 million HKD from Northbound trading, with a net sell of 320 million HKD from the Shanghai Stock Connect and a net buy of 1.111 billion HKD from the Shenzhen Stock Connect [1] - The most bought stocks included Meituan-W (03690), Xiaomi Group-W (01810), and Beike-W (02423), while the most sold stocks were CNOOC (00883), Alibaba-W (09988), and SMIC (00981) [1] Group 2 - Alibaba-W (09988) had a net inflow of 6.95 billion HKD, with a total trading volume of 30.85 billion HKD, while it faced a net sell of 11.12 billion HKD [2] - Xiaomi Group-W (01810) experienced a net buy of 13.31 billion HKD, with a total trading volume of 22.60 billion HKD [3] - Meituan-W (03690) received a net buy of 12.79 billion HKD, with a total trading volume of 18.92 billion HKD [4] Group 3 - Beike-W (02423) saw a net buy of 6.47 billion HKD, amid discussions on mortgage interest subsidy policies that could stimulate housing demand [5] - Agricultural Bank (01288) had a net buy of 3.49 billion HKD, while Industrial and Commercial Bank (01398) and China Construction Bank (00939) faced net sells of 797.89 million HKD and 1.96 billion HKD respectively [5] - Semiconductor stocks faced selling pressure, with Huahong Semiconductor (01347) and SMIC (00981) experiencing net sells of 2.57 billion HKD and 4.03 billion HKD respectively [5] Group 4 - ZTE Corporation (00763) faced a net sell of 3.58 billion HKD, related to compliance investigations regarding the U.S. Foreign Corrupt Practices Act [6] - Tencent (00700) and CNOOC (00883) also experienced net sells of 1.15 billion HKD and 5.17 billion HKD respectively [7]

Core Viewpoint - The Hong Kong stock market experienced significant net inflows and outflows from Northbound trading, with Meituan-W and Xiaomi Group being the most bought stocks, while Alibaba-W and CNOOC faced the highest sell-offs [1][4]. Group 1: Northbound Trading Activity - Northbound trading recorded a net inflow of HKD 791 million, with Shanghai Stock Connect seeing a net outflow of HKD 320 million and Shenzhen Stock Connect a net inflow of HKD 1.111 billion [1]. - The stocks with the highest net inflows included Meituan-W (HKD 12.79 billion), Xiaomi Group-W (HKD 10.09 billion), and Beike-W (HKD 6.47 billion) [4][5]. - The stocks with the highest net outflows were Alibaba-W (HKD 4.17 billion), CNOOC (HKD 5.17 billion), and SMIC (HKD 4.03 billion) [4][5][7]. Group 2: Company-Specific Insights - Meituan-W's net inflow was attributed to regulatory changes aimed at ensuring rational competition in the food delivery sector, with expectations of peak competition in Q3 [4]. - Xiaomi Group-W is projected to achieve significant revenue growth in its automotive business by Q3 2025, with a forecasted revenue of HKD 28.3 billion, representing a year-on-year increase of 197.9% [4]. - Beike-W's net inflow is linked to discussions around mortgage interest subsidy policies, which could stimulate housing demand if implemented [5]. - Agricultural Bank of China saw a net inflow of HKD 348 million, while Industrial and Commercial Bank of China and China Construction Bank faced net outflows of HKD 797.8 million and HKD 1.96 billion, respectively, amid concerns over real estate debt quality [5]. - Semiconductor stocks, including Huahong Semiconductor and SMIC, faced significant sell-offs due to regulatory news regarding compliance with U.S. laws [5][6].

Group 1 - The net inflow of southbound funds reached 791 million HKD, with Meituan-W, Xiaomi Group-W, and Beike-W being the top three stocks in terms of net purchases, receiving net inflows of 1.279 billion HKD, 1.009 billion HKD, and 647 million HKD respectively [1] - On the other hand, China National Offshore Oil Corporation, Alibaba-W, and SMIC experienced net outflows of 518 million HKD, 417 million HKD, and 403 million HKD respectively [1]

| 代码 | 名称 | 现价 涨跌 涨跌幅 | | --- | --- | --- | | HSI | 恒生指数 | 25530.51 -10.27 -0.04% | | HSTECH 恒生科技 | | 5534.59 -46.51 -0.83% | | HSBIO | 恒生生物科技 | 15049.99 -43.04 -0.29% | | HSCEI | 恒生中国企业指数 | 8934.28 - 20.41 - -0.23% | | HSCI | 恒生综合指数 | 3902.14 - - 11.02 - - 0.28% | 12月11日，香港恒生指数收跌0.04%，恒生科技指数跌0.83%。 中兴通讯跌超13%。中兴通讯今日公告，公司已知悉近期新闻媒体针对本公司涉及美国《反海外腐败法》合规性调查的报道。公司正与美国司法部就有 关事项进行沟通，并将通过法律等手段坚决维护自身权益。公司反对一切形式的腐败行为，对任何可能相关的个人持零容忍态度。公司目前生产经营一切 正常。 编辑丨瑜见 半导体板块大跌，天域半导体跌6%，华虹半导体跌近5%，中芯国际、上海复旦跌超2%。 | 代码 | 名称 | 现价 | 涨跌幅 ▲ ...

每经AI快讯，芯片股延续近期跌势。截至发稿，华虹半导体(01347.HK)跌3.09%，报73.7港元；中芯国 际(00981.HK)跌2.04%，报67.3港元。 （文章来源：每日经济新闻） ...