7月30日恒生指数下跌1.36%，报收25176.93点，全天南向资金通过港股通渠道合计净买入117.14亿港 元。 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 00700 | 腾讯控股 | 港股通(沪) | 360772.07 | 43625.25 | -1.08 | | 02015 | 理想汽车-W | 港股通(沪) | 328310.90 | 180580.94 | -12.84 | | 00981 | 中芯国际 | 港股通(沪) | 317191.11 | -16494.21 | -5.90 | | 01801 | 信达生物 | 港股通(沪) | 308031.91 | -48523.03 | -1.50 | | 09988 | 阿里巴巴-W | 港股通(沪) | 284930.76 | 17598.84 | -2.98 | | 06683 | 巨星传奇 | 港股通(沪) | 276697.57 | 17550.67 | 17.97 | | 01788 | 国泰君 ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 理想汽车-W(02015) | 24.04 亿元 | +2.87 亿元 | | 阿里巴巴-W(09988) | 21.48 亿元 | +1.81 亿元 | | 腾讯控股(00700) | 19.03 亿元 | -2.53 亿元 | | 信达生物(01801) | 18.63 亿元 | +3.64 亿元 | | 中芯国际(00981) | 17.74 亿元 | -4034.73 万元 | | 小米集团-W(01810) | 15.86 亿元 | +3.13 亿元 | | 石药集团(01093) | 13.20 亿元 | +3.43 亿元 | | 药明生物(02269) | 11.45 亿元 | +1.72 亿元 | | 美团-W(03690) | 9.35 亿元 | +1.72 亿元 | | 康方生物(09926) | 9.32 亿元 | +3084.87 万元 | 2025年7月30日当天，腾讯控股(00700)、理想汽车-W(02015)、中芯国际(00981)位居沪港通（南向）成 交额 ...

Market Overview - On July 30, the Hong Kong stock market saw a net inflow of 11.714 billion HKD from Northbound trading, with 6.427 billion HKD from Shanghai Stock Connect and 5.287 billion HKD from Shenzhen Stock Connect [2] Top Net Buy and Sell Stocks - The stocks with the highest net inflows included Li Auto-W (02015), CSPC Pharmaceutical Group (01093), and Meituan-W (03690) [2] - The stocks with the highest net outflows were SMIC (00981), Innovent Biologics (01801), and Guotai Junan International (01788) [2] Stock Performance - Li Auto-W (02015) experienced a significant drop of nearly 13%, but Northbound funds purchased 2.093 billion HKD worth of shares [7] - CSPC Pharmaceutical Group (01093) and Kangfang Bio (09926) saw net inflows of 872 million HKD and 30.84 million HKD, respectively, while Innovent Biologics (01801) faced a net outflow of 121 million HKD [7] - Tencent Holdings had a net inflow of 4.36 billion HKD, while Alibaba-W (09988) saw a net inflow of 1.76 billion HKD [3] Industry Insights - The introduction of Li Auto's first pure electric SUV, the i8, priced from 321,800 RMB, is expected to shift consumer preference towards new electric models [7] - HSBC's report indicates that the domestic pharmaceutical sector has outperformed the market this year, with expectations for strong momentum to continue [7] - Notably, Novo Nordisk has downgraded its 2025 earnings guidance, anticipating a significant decline in sales and profit growth [7] Additional Developments - Giant Legend (06683) received a net inflow of 175 million HKD after announcing a strategic partnership with Yuzhu Technology for the development of consumer-grade robotic products [8] - SMIC (00981) faced a net outflow of 205 million HKD due to reduced orders from major IC design firms, impacting production capacity and profitability [9]

大幅净买入：理想汽车-W(02015.HK)20.93亿港元、石药集团(01093.HK)8.73亿港元、美团- W(03690.HK)4.47亿港元、阿里巴巴-W(09988.HK)3.57亿港元、腾讯控股(00700.HK)1.83亿港元、巨星 传奇(06683.HK)1.76亿港元。 大幅净卖出：中芯国际(00981.HK)20528.94万港元、信达生物(01801.HK)12149.89万港元、国泰君安国 际(01788.HK)7355.61万港元。 成交详情 7月30日消息，南向资金今日成交1706.84亿港元，净流入约117.14亿港元。其中沪港股通净流入约64.27 亿港元，深港股通净流入约52.87亿港元 交易所数据显示，7月30日南向资金动向： 理想汽车W今日跌12.84%，沪港股通净买入18.06亿港元，深港股通净买入2.87亿港元。 石药集团今日涨2.33%，沪港股通净买入5.30亿港元，深港股通净买入3.43亿港元。 美团W今日跌0.93%，沪港股通净买入2.75亿港元，深港股通净买入1.72亿港元。 腾讯控股今日跌1.08%，沪港股通净买入4.36亿港元，深港股通净卖出25286. ...

南向资金今日净买入117.14亿港元。其中理想汽车-W、石药集团、美团-W净买入额位列前三，分别获 净买入20.93亿港元、8.73亿港元、4.47亿港元。净卖出方面，中芯国际、信达生物、国泰君安国际分别 遭净卖出2.05亿港元、1.21亿港元、0.74亿港元。 ...

石药集团(01093.HK)发布公告，本集团已与Madrigal Pharmaceuticals, Inc.(Madrigal)就本集团的口服小分 子激活胰高血糖素样肽-1(GLP-1)受体激动剂SYH2086在全球的开发、生产及商业化订立独家授权协议 (该协议)。 本文源自：金融界AI电报 ...

格隆汇7月30日｜石药集团(01093.HK)公告，集团已与Madrigal Pharmaceuticals,Inc.就本集团的口服小分 子激活胰高血糖素样肽-1受体激动剂SYH2086在全球的开发、生产及商业化订立独家授权协议。同意授 予Madrigal在全球范围内开发、生产及商业化SYH2086的独家授权，同时保留本集团在中国开发和销售 其他口服小分子GLP-1受体激动剂产品的权益。本集团有权收取最高可达20.75亿美元的总代价，包括 1.2亿美元的预付款、最高可达19.55亿美元的潜在开发、监管及商业里程碑付款，以及基于SYH2086年 度净销售额的高达双位数销售提成。 ...

Core Viewpoint - The announcement highlights the exclusive licensing agreement between the company and Madrigal Pharmaceuticals for the global development, production, and commercialization of the oral small molecule GLP-1 receptor agonist SYH2086 [1] Group 1: Agreement Details - The company grants Madrigal exclusive rights to develop, produce, and commercialize SYH2086 globally while retaining rights to develop and sell other oral small molecule GLP-1 receptor agonists in China [1] - The total consideration for the agreement can reach up to $2.075 billion, which includes an upfront payment of $120 million and potential milestone payments of up to $1.955 billion based on development, regulatory, and commercial achievements [1] - Additionally, the company is entitled to receive a high double-digit sales royalty based on the annual net sales of SYH2086 [1]

Core Viewpoint - The company has entered into an exclusive licensing agreement with Madrigal Pharmaceuticals, Inc. for the global development, production, and commercialization of the oral small molecule GLP-1 receptor agonist SYH2086 [1] Group 1: Agreement Details - The agreement grants Madrigal exclusive rights to develop, produce, and commercialize SYH2086 globally while the company retains rights to develop and sell other oral small molecule GLP-1 receptor agonists in China [1] - The company is entitled to receive up to $2.075 billion in total consideration, which includes an upfront payment of $120 million and potential milestone payments of up to $1.955 billion based on development, regulatory, and commercial milestones [1] - Additionally, the company will receive a high double-digit sales royalty based on the annual net sales of SYH2086 [1]

金十数据7月30日讯，石药集团(01093.HK)公告，集团已与Madrigal Pharmaceuticals,Inc.就本集团的口服 小分子激活胰高血糖素样肽-1受体激动剂SYH2086在全球的开发、生产及商业化订立独家授权协议。同 意授予Madrigal在全球范围内开发、生产及商业化SYH2086的独家授权，同时保留本集团在中国开发和 销售其他口服小分子GLP-1受体激动剂产品的权益。本集团有权收取最高可达20.75亿美元的总代价，包 括1.2亿美元的预付款、最高可达19.55亿美元的潜在开发、监管及商业里程碑付款，以及基于SYH2086 年度净销售额的高达双位数销售提成。 石药集团：公司与MADRIGAL就SYH2086订立独家授权协议，预付款1.2亿美元 ...