12月24日，A股的存储芯片板块卷土重来，华海诚科（688535.SH）涨12.88%，德明利（001309.SZ）涨超9%，中芯国际 （688981.SH）、香农芯创（300475.SZ）、北京君正（300223.SZ）、江波龙（301308.SZ）、佰维存储（688525.SH）、普 冉股份（688766.SH）、恒烁股份（688416.SH）均录得上涨。港股方面，中芯国际(00981.HK)、华虹半导体(01347.HK)亦 表现不俗。 消息面，据韩国《朝鲜日报》消息，三星电子、SK海力士等存储供应商已上调明年HBM3E价格，涨幅接近20%。 供应方面，存储厂商预计明年第六代HBM（即HBM4）需求将增加，加大对其产能投入，导致HBM3E产能遭到积压。需求 方面，除了英伟达之外，来自谷歌、亚马逊等公司的订单量也大幅增加。 业内人士指出，本轮存储产品的涨价潮或超出市场预期。相关存储芯片产商的未来业绩有望大幅抬升，股价表现有望再超 预期。 摩根士丹利预测，鉴于明年存储领域可能出现供需失衡，内存芯片行业将迎来 "超级周期"。市场需求高企的背景下，存储 芯片行业也开始出现供不应求、涨价、转变订货模式等一系列连锁 ...

趋势上，南向资金已连续9日净卖出中国移动，累计约72亿港元。 投资要点 中芯国际今日涨3.12%，资金前5日减持374万股，短线仍以流出为主。 华虹半导体今日涨1.64%，资金前5日减持602万股，短线仍以流出为主。 腾讯控股今日涨0.17%，资金前5日加仓307万股，短线仍有回流迹象。 中国移动今日跌0.06%，资金前5日加仓万股，短线延续流出趋势。 注：由于港交所T+2结算，实际为截至两日前的近5日数据 智通财经12月24日讯（编辑 冯轶）据Wind数据显示，南向资金今日半日成交约457.99亿港元，约占恒指成交总额的49.51%。 港股今日横盘震荡，南向资金全天净卖出约11.75亿港元。其中，沪港股通净流出约5.51亿港元，深港股通净流出约6.24亿港元。 个股方面，交易所数据显示，今日南向资金 大幅净买入：中芯国际(00981.HK)4.91亿港元；华虹半导体(01347.HK)1.06亿港元。 大幅净流出：腾讯控股(0700.HK)6.11亿港元；中国移动(00941.HK)7.11亿港元。 | 港股通速递(南向) | | | | | --- | --- | --- | --- | | 沪市港股通（ ...

Group 1 - The electronic industry saw a net inflow of 4.916 billion yuan, leading the market [1] - The A-share market indices collectively rose, with the Shanghai Composite Index achieving six consecutive days of gains [1] - Among the 13 industries with net inflows, the power equipment and defense industries also saw significant inflows of 2.217 billion yuan and 1.233 billion yuan, respectively [1] Group 2 - A total of 45 stocks experienced net inflows exceeding 200 million yuan, with 15 stocks seeing inflows over 400 million yuan [2] - Demingli topped the list with a net inflow of 955 million yuan, driven by increasing data storage demand influenced by AI [2] - Tianji Co. reached a trading limit with a net inflow of 885 million yuan, focusing on the industrialization of lithium sulfide material preparation [2] Group 3 - At the market close, there was a net inflow of 129 million yuan, with the communication sector leading with over 500 million yuan in inflows [3] - Individual stocks such as Zhongji Xuchuang and Qingshan Paper experienced net inflows exceeding 200 million yuan [3] Group 4 - Beijing Junzheng and Wolong Electric Drive saw net outflows exceeding 100 million yuan at the market close [4] - Companies like Midea Group and Sihua Intelligent Control had net outflows exceeding 70 million yuan [5]

中芯国际(00981)发布公告，于2025年12月24日，非本公司董事因行使根据2014以股支薪奖励计划(于 2013年6月13日获采纳)所授予的受限制股份单位而发行的普通股股份1.67万股;及非本公司董事因行使根 据2024年股份奖励计划(于2023年6月28日获采纳)所授予的限制性股票单位而发行的普通股股份3.92万 股。追加内容 中芯国际(00981)发布公告，于2025年12月24日，非本公司董事因行使根据2014以股支薪奖励计划(于 2013年6月13日获采纳)所授予的受限制股份单位而发行的普通股股份1.67万股;及非本公司董事因行使根 据2024年股份奖励计划(于2023年6月28日获采纳)所授予的限制性股票单位而发行的普通股股份3.92万 股。 本文作者可以追加内容哦 ! ...

据上证报，从多个渠道求证获悉，中芯国际已经对部分产能实施了涨价，涨幅约为10%。 二、阿里上线"千问智学"App，AI+教育概念热度再起 阿里已在近日上线"千问智学"App。据介绍，这是阿里旗下AI教育应用产品，接入了阿里全新学习大 模型，通过App中内置的智能体小千老师，一对一为小学到研究生阶段的用户免费解决各种学习问 题。 前言 《百亿基金内参》打破机构信息壁垒，为您提供一线基金经理的深度研判与实时资金动向。每周深度访 谈还原投资逻辑，日常内参追踪机构调仓信号，助您看透表象、提前布局、掌握核心投研方法。告别滞 后与碎片信息，直达决策核心。 【 精选快读 】 一、产能满载叠加行业涨价，半导体开启新一轮景气周期 点击付费阅读，打通与百亿基金经理的信息差！ ...

Group 1 - On December 24, 2025, SMIC (00981), Alibaba-W (09988), and China Mobile (00941) were the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 2.939 billion, 1.946 billion, and 1.041 billion respectively [1][2] - In the Shenzhen-Hong Kong Stock Connect, SMIC (00981), Alibaba-W (09988), and Tencent Holdings (00700) also ranked as the top three companies by trading volume, with transaction amounts of 1.678 billion, 1.074 billion, and 0.916 billion respectively [1][2] Group 2 - In the Southbound Stock Connect, the top ten active trading companies included SMIC (00981) with a net buying amount of 65.43 million, while Alibaba-W (09988) and China Mobile (00941) had net selling amounts of 1.57 billion and 513 million respectively [2] - In the Shenzhen-Hong Kong Stock Connect, SMIC (00981) had a net buying amount of 425 million, while Alibaba-W (09988) and Tencent Holdings (00700) recorded net selling amounts of 1.31 billion and 553 million respectively [2]

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24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 | | | | | | | | | | 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) | 已發行股份總數 | | 事件 | | 已發行股份（不包括庫存 ...

智通财经APP讯，中芯国际(00981)发布公告，于2025年12月24日，非本公司董事因行使根据2014以股支 薪奖励计划(于2013年6月13日获採纳)所授予的受限制股份单位而发行的普通股股份1.67万股;及非本公 司董事因行使根据2024年股份奖励计划(于2023年6月28日获採纳)所授予的限制性股票单位而发行的普 通股股份3.92万股。 ...

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24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 | | | | | | | | | | 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) | 已發行股份總數 | | 事件 | | 已發行股份（不包括庫存 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net selling from Northbound funds, totaling HKD 11.75 billion, with notable net selling in major stocks like China Mobile, Tencent, and Alibaba. Conversely, stocks such as SMIC and Agricultural Bank saw net buying, indicating a mixed sentiment among investors. Group 1: Northbound Fund Activity - Northbound funds recorded a net selling of HKD 11.75 billion, with HKD 5.52 billion from Shanghai Stock Connect and HKD 6.24 billion from Shenzhen Stock Connect [1] - The most bought stocks included SMIC (00981) and Agricultural Bank (01288), while the most sold stocks were China Mobile (00941), Tencent (00700), and Alibaba-W (09988) [1] Group 2: Stock Performance Details - SMIC had a net inflow of HKD 654.31 million, with a total trading volume of HKD 29.39 billion [2] - China Mobile faced a net outflow of HKD 5.13 billion, with total trading volume of HKD 10.41 billion [2] - Tencent experienced a net outflow of HKD 580.66 million, with total trading volume of HKD 7.55 billion [2] Group 3: Sector Insights - SMIC and Huahong Semiconductor saw net buying of HKD 4.9 billion and HKD 1.05 billion respectively, driven by price increases in the 8-inch BCD process platform due to high demand for AI server power chips [5] - Agricultural Bank received a net inflow of HKD 1.74 billion, while Industrial and Commercial Bank faced a net outflow of HKD 234.3 million, with expectations of improved bank performance in the coming years [5] - Stone Pharmaceutical saw a net inflow of HKD 1 billion following management changes, indicating potential stability in leadership [6] Group 4: Market Trends and Predictions - The demand for optical fibers is expected to rise due to the growth of AI, with limited production capacity leading to a supply-demand imbalance [6] - The lithium market may face upward price pressure due to delays in the resumption of a major lithium mine, which could affect supply during the peak demand season [7] - Alibaba and Tencent's significant net outflows reflect short-term liquidity concerns, but the long-term outlook for the Hong Kong market remains positive due to the ongoing AI industry cycle [7]