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智通港股通占比异动统计|8月25日
智通财经网· 2025-08-25 00:41
Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Tongyuan Kang Pharmaceutical-B (02410) saw the largest increase in holdings, up by 5.25%, bringing its total to 14.57% [2]. - ZTE Corporation (00763) experienced a 2.17% increase, resulting in a total holding of 52.34% [2]. - Kaisa New Energy (01108) had a 2.04% increase, with a current holding of 67.68% [2]. - Other companies with notable increases include Lens Technology (06613) (+1.87% to 8.79%) and Jintian Copper (06680) (+1.77% to 23.92%) [2]. Group 2: Companies with Decreased Holdings - Hang Seng China Enterprises (02828) faced the largest decrease, down by 16.78%, now holding 3.33% [2]. - The Yingfu Fund (02800) saw a reduction of 6.51%, with a current holding of 2.61% [2]. - Southern Hang Seng Technology (03033) decreased by 4.40%, now at 58.58% [2]. - Other notable decreases include Nanjing Panda Electronics (00553) (-2.23% to 44.31%) and Hongye Futures (03678) (-0.92% to 63.83%) [2]. Group 3: Five-Day Holding Changes - In the last five trading days, Yimai Sunshine (02522) had the highest increase at 6.09%, reaching 39.65% [3]. - Longpan Technology (02465) increased by 5.49%, now at 50.61% [3]. - Tongyuan Kang Pharmaceutical-B (02410) also increased by 5.32% [3]. - Companies with notable decreases include Dongyang Sunshine Pharmaceutical (06887) (-4.29% to 44.53%) and Zhejiang Shibao (01057) (-2.87% to 55.69%) [3]. Group 4: Twenty-Day Holding Changes - Changfei Optical Fiber (06869) had the largest increase over twenty days, up by 23.37% to 56.18% [4]. - Meizhong Jiahe (02453) increased by 11.80%, now at 37.50% [4]. - Yimai Sunshine (02522) also saw a significant increase of 10.51% [4]. - Companies with notable decreases include Chongqing Steel (01053) (-7.51% to 32.02%) and Dongfang Electric (01072) (-6.56% to 37.36%) [4].
智通AH统计|8月22日
智通财经网· 2025-08-22 08:17
Group 1 - The article highlights the top three companies with the highest AH premium rates as Northeast Electric (00042) at 757.14%, Andeli Juice (02218) at 241.27%, and Hongye Futures (03678) at 236.23% [1] - The bottom three companies with the lowest AH premium rates include Ningde Times (03750) at -17.71%, Hengrui Medicine (01276) at 0.88%, and Midea Group (00300) at 6.01% [1] - The article also lists the top three companies with the highest deviation values, which are Andeli Juice (02218) at 39.59%, Beijing Machinery (00187) at 28.23%, and Kaisen New Energy (01108) at 18.28% [1] Group 2 - The article provides a detailed table of the top ten AH stocks by premium rate, showing significant premiums for companies like Northeast Electric and Andeli Juice [1] - It also includes a table of the bottom ten AH stocks by premium rate, indicating negative premiums for companies like Ningde Times and Hengrui Medicine [2] - The deviation values for the top ten AH stocks are presented, with Andeli Juice leading, indicating a significant difference from their average premium rates over the past 30 days [2]
凯盛新能股价微跌0.52% 盘中快速反弹成交近亿
Jin Rong Jie· 2025-08-21 18:22
Group 1 - The core viewpoint of the article highlights the stock performance of Kaisheng New Energy, which closed at 11.39 yuan on August 21, experiencing a slight decline of 0.06 yuan or 0.52% from the previous trading day [1] - The company operates in the photovoltaic equipment manufacturing sector, with main products including glass substrates [1] - Kaisheng New Energy is listed in the Henan region and is included in the Shanghai-Hong Kong Stock Connect program [1] Group 2 - On August 21, the stock opened at 11.25 yuan, reached a high of 11.53 yuan, and a low of 11.20 yuan, with a trading volume of 86,435 hands and a transaction amount of 0.98 billion yuan [1] - The net inflow of main funds into Kaisheng New Energy on August 21 was 3.6461 million yuan, with a cumulative net inflow of 10.3396 million yuan over the past five trading days [1] - A rapid rebound in stock price was observed at 10:05 AM, where the price surged over 2% within five minutes, with a transaction amount reaching 53.4292 million yuan [1]
凯盛新能(01108.HK)8月29日召开董事会会议审议并酌情批准中期业绩
Ge Long Hui· 2025-08-19 09:28
格隆汇8月19日丨凯盛新能(01108.HK)宣布,公司将于2025年8月29日(星期五)召开董事会会议,以审议 并酌情批准(其中包括)公司及其附属公司截至2025年6月30日止六个月的未经审计的业绩。 ...
凯盛新能(01108) - 董事会会议通知
2025-08-19 09:21
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的 任 何 損 失 承 擔 任 何 責 任。 (前稱「LUOYANG GLASS COMPANY LIMITED洛陽玻璃股份有限公司」) (在中華人民共和國註冊成立之股份有限公司) 董事長 中國‧洛陽 二零二五年八月 十 九 日 於 本 公 告 日 期,董 事 會 包 括 四 名 執 行 董 事:謝 軍 先 生、章 榕 先 生、陳 鵬 先 生 及 何 清 波 先 生;兩 名 非 執 行 董 事:吳 丹 女 士 及 楊 建 強 先 生;及 三 名 獨 立 非 執 行 董 事:范 保 群 先 生、陳 其 鎖 先 生 及 袁 堅 女 士。 本公告乃根據香港聯合交易所有限公司證券上市規則第13.43條 刊 發。 凱 盛 新 能 源 股 份 有 限 公 司(「本公司」)董 事 會(「董事會」)謹 此 宣 佈,本 公 司 將 於 二 零 二 五 年 八 月 二 十 九 日(星 期 五)召 開 ...
港股收盘 | 恒指收跌0.98% 互联网医疗股逆势走强 银诺医药-B首挂暴涨200%
Zhi Tong Cai Jing· 2025-08-15 09:31
Market Overview - The Hong Kong stock market continued its downward trend, with all three major indices in the red but maintaining above the 25,000 mark. The Hang Seng Index closed down 0.98% at 25,270.07 points, with a total turnover of HKD 31.27 billion [1] - Short-term market focus is on mid-year performance and cost-effectiveness, with potential volatility from US-China trade negotiations and fluctuations in US stocks [1] Blue-Chip Stocks Performance - JD Health (06618) led blue-chip stocks, rising 11.67% to HKD 61.25, contributing 11.31 points to the Hang Seng Index. The company's H1 2025 performance exceeded market expectations due to strong growth in the pharmaceutical category [2][4] - Other notable blue-chip movements included Xinyi Solar (00968) up 5.96%, Alibaba Health (00241) up 4.92%, while New World Development (00016) and Henderson Land (00012) saw declines of 5.35% and 4.63% respectively [2] Sector Highlights - Internet healthcare stocks showed strong performance, with Dingdang Health (09886) up 36.07% and JD Health (06618) up 11.67% following strong mid-year results [3][4] - The brokerage sector saw significant gains, with CITIC Securities (06066) up 10.98% and Zhongtai Securities (01375) up 9.03%, reflecting a structural shift in fund flows towards financial markets [5][6] - The photovoltaic sector also experienced gains, driven by a shortage and price increases in solar components, with Xinyi Solar (00968) rising 8.15% [6][7] Regulatory Developments - The Hong Kong Monetary Authority and the Securities and Futures Commission issued a joint statement regarding recent market fluctuations related to stablecoins, emphasizing a cautious approach to licensing [8] Notable Stock Movements - Silver诺医药-B (02591) surged 206.48% on its debut, reflecting strong market interest in GLP-1 drug treatments [9] - Liken Technology (00558) rose 46.02% following a strategic partnership for magnesium alloy humanoid robot development [10] - Far East China (02789) saw an 84.34% increase after announcing a profit forecast for H1 2025, driven by international market orders [11][12] - Jin Hai Medical Technology (02225) fell 50.56% after announcing a share subscription at a discount to market price [13]
光伏股普遍走高 8月光伏组件再现缺货涨价 机构看好“反内卷”下行业利润中枢回升
Zhi Tong Cai Jing· 2025-08-15 03:43
光伏股普遍走高,截至发稿,信义光能(00968)涨8.15%,报3.45港元;福莱特(601865)玻璃(06865)涨 6.88%,报10.88港元;协鑫科技(03800)涨6.96%,报1.23港元;新特能源(01799)涨6.6%,报6.95港元; 凯盛新能(600876)(01108)涨5.12%,报4.93港元。 消息面上,据经济观察网,在年初经历了国家发展改革委、国家能源局印发《关于深化新能源上网电价 市场化改革促进新能源高质量发展的通知》引发光伏"抢装潮"后,8月的光伏组件市场再度出现缺货与 涨价现象。多名经销商表示,本轮缺货涨价与上半年的"抢装潮"的原因不同:"抢装潮"时期主要因下游 需求旺盛且需短时间交货,而本轮下游组件需求并没有明显增加,涨价核心源于"反内卷"背景下上游多 晶硅原料涨价,叠加部分型号厂商产能较小、无法及时交货。 另据新京报,152家储能企业发声反内卷,涵盖锂离子电池、液流电池、钠离子电池等供应链单位,有 望逐步形成行业共识与自律。中信建投(601066)证券此前指,光伏已成为反内卷代表性行业,近期在 整治低于成本价销售的背景下,产业链价格端已取得初步成效,硅料、硅片、电池已 ...
港股异动 | 光伏股普遍走高 8月光伏组件再现缺货涨价 机构看好“反内卷”下行业利润中枢回升
智通财经网· 2025-08-15 03:42
智通财经APP获悉,光伏股普遍走高,截至发稿,信义光能(00968)涨8.15%,报3.45港元;福莱特玻璃 (06865)涨6.88%,报10.88港元;协鑫科技(03800)涨6.96%,报1.23港元;新特能源(01799)涨6.6%,报 6.95港元;凯盛新能(01108)涨5.12%,报4.93港元。 消息面上,据经济观察网,在年初经历了国家发展改革委、国家能源局印发《关于深化新能源上网电价 市场化改革促进新能源高质量发展的通知》引发光伏"抢装潮"后,8月的光伏组件市场再度出现缺货与 涨价现象。多名经销商表示,本轮缺货涨价与上半年的"抢装潮"的原因不同:"抢装潮"时期主要因下游 需求旺盛且需短时间交货,而本轮下游组件需求并没有明显增加,涨价核心源于"反内卷"背景下上游多 晶硅原料涨价,叠加部分型号厂商产能较小、无法及时交货。 另据新京报,152家储能企业发声反内卷,涵盖锂离子电池、液流电池、钠离子电池等供应链单位,有 望逐步形成行业共识与自律。中信建投证券此前指,光伏已成为反内卷代表性行业,近期在整治低于成 本价销售的背景下,产业链价格端已取得初步成效,硅料、硅片、电池已成功顺价,后续重点关注组件 ...
智通AH统计|8月7日
智通财经网· 2025-08-07 08:20
Core Insights - The article discusses the AH premium rates of various stocks as of August 7, highlighting the top and bottom performers in terms of premium rates and deviation values [1][2]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 831.03%, followed by Hongye Futures (03678) at 233.11% and Andeli Juice (02218) at 211.82% [1][2]. - The top three stocks with the highest deviation values are Andeli Juice (02218) at 29.36%, Kinglong Magnet (06680) at 18.33%, and Zhaoyan New Drug (06127) at 14.37% [1][2]. Group 2: Bottom AH Premium Rates - The stocks with the lowest AH premium rates include Heng Rui Pharmaceutical (01276) at -6.07%, China Merchants Bank (03968) at 5.94%, and Zijin Mining (02899) at 8.09% [1][2]. - The bottom three stocks with the lowest deviation values are BYD Company (01211) at -185.95%, Chenming Paper (01812) at -71.15%, and Northeast Electric (00042) at -62.30% [1][2]. Group 3: Detailed Premium and Deviation Data - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 205.08% and Zhejiang Shibao (01057) at 190.91% [2]. - The bottom ten AH stocks by premium rate include Midea Group (00300) at 8.93% and Weichai Power (02338) at 9.41% [2]. - The deviation values for the top ten AH stocks show significant positive deviations for Andeli Juice, while BYD Company shows a substantial negative deviation [2][3].
凯盛新能(01108) - 截至二零二五年七月三十一日止股份发行人的证券变动月报表
2025-08-01 09:49
FF301 致:香港交易及結算所有限公司 公司名稱: 凱盛新能源股份有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01108 | 說明 | H股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 250,000,000 | RMB | | 1 RMB | | 250,000,000 | | 增加 / 減少 (-) | | | | 0 | | RMB | | 0 | | 本月底結存 | | | 250,000,000 | RMB | | 1 RMB | | 250,000,000 | | 2. 股份分類 | 普通股 | 股份類別 | A | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | -- ...