沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 30.01 亿元 | +1.43 亿元 | | 长飞光纤光缆(06869) | 20.20 亿元 | +2.03 亿元 | | 腾讯控股(00700) | 14.40 亿元 | +2.10 亿元 | | 中国海洋石油(00883) | 14.35 亿元 | -3.85 亿元 | | 小米集团-W(01810) | 12.89 亿元 | +1.74 亿元 | | 中芯国际(00981) | 11.37 亿元 | -3132.24 万元 | | 工商银行(01398) | 8.67 亿元 | +2392.90 万元 | | 美团-W(03690) | 8.66 亿元 | +5708.57 万元 | | 紫金矿业(02899) | 8.29 亿元 | +3.58 亿元 | | 中国人寿(02628) | 8.20 亿元 | +3.13 亿元 | 智通财经APP获悉，2025年12月17日当天，阿里巴巴-W(09988)、长飞光纤光缆(06869)、腾讯控股 (00 ...

格隆汇12月17日｜南下资金今日净买入港股79.09亿港元。其中： 净卖出中国移动5.14亿、中国海洋石油1.32亿。 据统计，南下资金已连续14日净买入小米，共计138.4687亿港元；连续6日净买入美团，共计55.5796亿 港元；连续5日净卖出中海油，共计18.6618亿港元。(格隆汇) 净买入小米集团-W 10.63亿、美团-W 7.5亿、南方恒生科技7.45亿、阿里巴巴-W 5.43亿、腾讯控股4.57 亿、长飞光纤光缆4.13亿、紫金矿业3.57亿、中国人寿3.13亿、中芯国际2.17亿、快手-W 1.84亿； | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | 1.3% | 1.43 | 30.01亿 | 阿里巴巴-W | 1.3% | 4.01 | 25.57 Z | | 长飞光纤光缆 | 21.2% | 2.03 | 20.20 Z | 腾讯控股 | 1.4% ...

| 长 七光纤 ... | 6.39亿 | 4.28亿 | IU.6/16 | | --- | --- | --- | --- | | HK 08869 | | | +2.11亿 | | 中芯国际 | 5.87 亿 | 3.38亿 | 9.25 亿 | | HK 00981 | | | +2.49 Z | | 南方恒生 ... | 8.10亿 | 6476.90万 | 8.751Z | | HK 03033 | | | +7.45 Z | | :: 洪烟日 | 4.70亿 | 2.17亿 | 6.88亿 | | HK 00883 | | | +2.53 乙 | | 中国移动 | 6396.44万 | 5.78亿 | 6.421Z | | HK 00941 | | | -5.14 Z | | 快手-W | 3.26亿 | 1.42亿 | 4.69亿 | | HK 01024 | | | +1.84 乙 | 港股通(深)活跃成交股 智通财经APP获悉，12月17日港股市场，北水成交净买入79.09亿港元，其中港股通(沪)成交净买入22.18亿港元，港股通 (深)成交净买入56.91亿港元。 北水净买入最多的个股是 ...

中邮证券研报指出，Local for local需求持续，产能利用率维持高位。2025Q3，中芯国际营收以地区分 类来看，中国、美国、欧亚占比分别为86%、11%、3%，其中中国区收入绝对值环比增长11%，主要系 产业链切换加速进行，同时国内市场扩大带来拉货需求。2025Q3公司产能利用率达到95.8%，展望 Q4，Q4虽为传统淡季，客户备货有所放缓，但产业链切换迭代效应持续，淡季不淡。因此，公司给出 的Q4收入指引为环比持平到增长2%；产线整体继续保持满载；毛利率指引为18%-20%，与Q3指引相比 持平。预计全年资本开支同比持平，每年5万片12吋月产能扩产。维持"买入"评级。 ...

Core Viewpoint - The company has established long-term stable partnerships with leading semiconductor firms and has significantly increased its customer base in the semiconductor sector this year [1] Group 1: Partnerships - The company has formed partnerships with major semiconductor companies including SMIC, SK Hynix, ChangXin Storage, Xiamen United, and Northern Integrated Circuit [1] - The company has added over twenty new semiconductor customers in the current year [1]

每经AI快讯，12月17日，港股半导体走高，华虹半导体涨超2%，中芯国际涨近2%。 （文章来源：每日经济新闻） ...

本文源自：金融界AI电报 港股半导体板块直线拉升，上海复旦(01385.HK)涨超3%，华虹半导体(01347.HK)涨超2%，中芯国际 (00981.HK)，英诺赛科(02577.HK)涨近2%。 ...

Group 1 - The "Silicon Peace Declaration" signed by the US and eight allied countries aims to establish a secure and prosperous silicon supply chain, reflecting a shift in US foreign policy from "value-based alliances" to "industrial chain control" in response to China's technological rise [1][3] - The US is concerned about China's rapid advancements in 5G, artificial intelligence, and semiconductor manufacturing, which challenge its long-standing technological dominance. In 2024, China's high-tech industry is projected to account for 19.1% of GDP, a 7.3 percentage point increase since 2019 [3] - The US is forming a "technology security alliance" to create an exclusive cooperation system across the entire supply chain, from key mineral extraction to AI infrastructure deployment, aiming to curb China's technological upgrades [3] Group 2 - China holds a dominant position in the silicon industry, with a projected production of 1.82 million tons of polysilicon in 2024, a 23.6% year-on-year increase, maintaining over 90% of the global market share [4] - The global semiconductor industry has developed an interdependent structure, with China being the largest semiconductor consumer market, accounting for 35% of global demand. A complete "decoupling" from China by US allies could lead to supply chain disruptions and increased costs [6] - China is responding to US strategic containment with a dual approach of "independent innovation + open cooperation," increasing domestic production of semiconductor equipment and attracting foreign investment in high-tech industries, which reached 1.2 trillion yuan in 2024, a 15.3% increase [6]

Market Overview - On December 16, the Hang Seng Index fell by 1.54%, closing at 25,235.41 points, with a total net inflow of southbound funds through the Stock Connect amounting to HKD 0.82 billion [1][3] Trading Activity - The total trading volume for the Stock Connect on December 16 was HKD 89.399 billion, with a net inflow of HKD 0.82 billion. Specifically, the Shanghai Stock Connect had a trading volume of HKD 51.919 billion with a net outflow of HKD 1.106 billion, while the Shenzhen Stock Connect had a trading volume of HKD 37.480 billion with a net inflow of HKD 1.188 billion [1][2] Active Stocks - In the Shanghai Stock Connect, Alibaba-W had the highest trading volume at HKD 71.36 billion, followed by Tencent Holdings and Xiaomi Group-W with trading volumes of HKD 23.41 billion and HKD 19.99 billion, respectively. Tencent Holdings had the highest net inflow of HKD 0.63 billion, while Alibaba-W experienced the largest net outflow of HKD 1.012 billion [1][2] - In the Shenzhen Stock Connect, Alibaba-W also led with a trading volume of HKD 42.60 billion, followed by Tencent Holdings and Xiaomi Group-W with HKD 29.11 billion and HKD 14.09 billion, respectively. Xiaomi Group-W had the highest net inflow of HKD 0.459 billion, while Tencent Holdings faced the largest net outflow of HKD 0.432 billion [2] Stock Performance - The closing prices for key stocks on December 16 showed declines: Alibaba-W fell by 2.96%, Tencent Holdings decreased by 1.08%, and Xiaomi Group-W dropped by 2.25% [1][2]

上榜的成交活跃股中，阿里巴巴-W成交额为113.96亿港元，成交金额居首；其次是腾讯控股、小米集 团-W，成交金额分别为52.52亿港元、34.07亿港元。 12月16日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 次数 | （港元） | （%） | | 00700 | 腾讯控股 | 52.52 | 1.98 | 22 | 596.500 | -1.08 | | 00981 | 中芯国际 | 30.63 | -4.60 | 22 | 63.450 | -1.93 | | 01810 | 小米集团 W | 34.07 | 6.33 | 22 | 40.900 | -2.25 | | 09988 | 阿里巴巴 | 113.96 | -6.32 | 22 | 144.200 | -2.96 | | | W | | | | | | | 03690 | 美团-W | 7.83 | 1.78 | 17 | ...