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228只港股获南向资金大比例持有
Summary of Key Points Core Viewpoint - Southbound funds have become significant participants in the Hong Kong stock market, holding a total of 4,667.93 million shares, which accounts for 18.61% of the total share capital of the eligible stocks under the Stock Connect mechanism [1]. Group 1: Southbound Fund Holdings - The total market value of shares held by southbound funds is HKD 57,702.46 billion, representing 14.19% of the total market capitalization of the eligible stocks [1]. - Among the eligible stocks, 228 stocks have a southbound fund holding ratio exceeding 20%, while 138 stocks have a holding ratio between 10% and 20% [1]. - The stock with the highest southbound fund holding ratio is China Telecom, with 10,237.20 million shares held, accounting for 73.76% of its issued shares [2]. Group 2: Industry Distribution - Southbound fund holdings exceeding 20% are primarily concentrated in the healthcare, financial, and industrial sectors, with 48, 34, and 32 stocks respectively [2]. - A total of 122 AH concept stocks are among those with southbound fund holdings over 20%, making up 53.51% of that group [1]. Group 3: Notable Stocks - Other notable stocks with high southbound fund holdings include: - Green Power Environmental (69.33% holding ratio) [2] - Kaisa New Energy (67.85% holding ratio) [2] - China Shenhua (67.67% holding ratio) [2] - The healthcare sector features prominently, with stocks like Baiyun Mountain (60.67% holding ratio) and Fosun Pharma (59.98% holding ratio) also showing significant southbound fund interest [2][3].
智通港股通持股解析|9月5日
智通财经网· 2025-09-05 00:37
Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 73.76%, Green Power Environmental (01330) at 69.33%, and Kaisa New Energy (01108) at 67.85% [1] - The largest increases in holding amounts over the last five trading days were seen in Alibaba-W (09988) with an increase of 95.87 billion, Tencent Holdings (00700) with 26.66 billion, and Ping An Insurance (02318) with 18.48 billion [1] - The largest decreases in holding amounts over the last five trading days were recorded for the Tracker Fund of Hong Kong (02800) with a decrease of 80.42 billion, Hang Seng China Enterprises (02828) with 51.29 billion, and Xiaomi Group-W (01810) with 30.32 billion [1] Group 2 - The latest holding ratio rankings for Hong Kong Stock Connect show that China Telecom has 10.237 billion shares, Green Power Environmental has 280 million shares, and Kaisa New Energy has 170 million shares [1] - The top ten companies with the largest increases in holdings over the last five trading days include Kangfang Biologics (09926) with an increase of 13.30 billion and Horizon Robotics-W (09660) with 12.83 billion [1] - The top ten companies with the largest decreases in holdings include Pop Mart (09992) with a decrease of 17.26 billion and China Hongqiao (01378) with 7.84 billion [3]
光伏股涨幅居前 多家新能源发电运营商集中收到补贴资金 有望对明年国内需求形成支撑
Zhi Tong Cai Jing· 2025-09-04 01:56
Group 1 - The solar stocks have shown significant gains, with GCL-Poly Energy (03800) up 5.43% to HKD 1.36, JA Solar (600876) up 5.71% to HKD 4.63, Flat Glass (601865) up 5.85% to HKD 11.21, and Xinyi Solar (00968) up 3.25% to HKD 3.49 [1] - Several renewable energy operators have recently received substantial renewable energy subsidy funds, with solar projects under Suntech receiving a 232% year-on-year increase in subsidies, totaling 170% of the annual amount for 2024 by August [1] - JinkoSolar reported a 342% year-on-year increase in subsidies received, reaching 190% of the annual amount for 2024 by August [1] Group 2 - A recent report from Kaiyuan Securities highlights that since July, there have been numerous meetings, including a solar industry symposium on August 19, where six departments, including the Ministry of Industry and Information Technology, emphasized the need to regulate industry competition and strengthen anti-involution efforts [2] - Positive market signals have emerged, particularly in the polysilicon sector, where the price of silicon materials has been recovering since July, with the price of rod silicon reaching CNY 55 per kilogram and granular silicon at CNY 49 per kilogram as of September 1 [2] - On August 25, the bidding prices for the 3GW component procurement project by China Resources exceeded CNY 0.7 per watt, surpassing the current mainstream levels [2]
港股异动 | 光伏股涨幅居前 多家新能源发电运营商集中收到补贴资金 有望对明年国内需求形成支撑
智通财经网· 2025-09-04 01:56
Group 1 - The solar stocks have shown significant gains, with GCL-Poly Energy rising by 5.43% to HKD 1.36, JA Solar increasing by 5.71% to HKD 4.63, Flat Glass Group up by 5.85% to HKD 11.21, and Xinyi Solar gaining 3.25% to HKD 3.49 [1] - Several renewable energy operators have recently received substantial renewable energy subsidy funds, with solar projects under SunPower receiving a 232% increase in subsidies from January to August, totaling 170% of the annual amount for 2024; JinkoSolar saw a 342% increase, reaching 190% of the annual amount for 2024 [1] - The issuance of historical overdue subsidies is seen as a potential policy measure to stimulate developers' investment enthusiasm, which may support domestic photovoltaic demand in 2026 [1] Group 2 - A report from Kaiyuan Securities indicates that since July, there has been a series of meetings, including a solar industry symposium held on August 19 by the Ministry of Industry and Information Technology and five other departments, aimed at regulating industry competition and reinforcing anti-involution efforts [2] - Positive market signals have emerged, particularly in the polysilicon sector, where the price of silicon materials has been recovering since July, with the price of rod silicon reaching CNY 55 per kilogram and granular silicon at CNY 49 per kilogram as of September 1 [2] - On August 25, the bidding prices for the 3GW component procurement project by China Resources exceeded CNY 0.7 per watt, surpassing the current mainstream levels [2]
凯盛新能源股份有限公司 关于召开2025年半年度业绩说明会的公告
Core Viewpoint - The company, Kaisheng New Energy Co., Ltd., is set to hold an investor briefing on September 11, 2025, to discuss its 2025 semi-annual performance and financial results, allowing for interactive communication with investors [2][3]. Group 1: Meeting Details - The investor briefing will take place on September 11, 2025, from 14:00 to 15:00 [4]. - The location for the meeting is the Shanghai Stock Exchange Roadshow Center, and it will be conducted in an online interactive format [4][5]. - Participants in the meeting will include the company's president, financial director, and independent director [4]. Group 2: Investor Participation - Investors can participate in the briefing by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [5]. - A pre-question submission period is available from September 4 to September 10, 2025, allowing investors to submit questions via the website or email [5]. Group 3: Contact Information - The company’s securities department can be contacted for inquiries via phone or email [6]. Group 4: Additional Information - After the briefing, investors can access the meeting's details and main content through the Shanghai Stock Exchange Roadshow Center [7].
凯盛新能: 凯盛新能关于召开2025年半年度业绩说明会的公告
Zheng Quan Zhi Xing· 2025-09-03 16:08
Core Points - The company will hold a half-year performance briefing on September 11, 2025, from 14:00 to 15:00 [1] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [1] - Investors can submit questions from September 4 to September 10, 2025, and the company will address common concerns during the briefing [1] Meeting Details - Meeting Date and Time: September 11, 2025, from 14:00 to 15:00 [1] - Meeting Location: Shanghai Stock Exchange Roadshow Center [1] - Meeting Format: Online interactive session [1] Participants - Attendees will include the company's President, Mr. Zhang Rong, CFO and Board Secretary, Mr. Chen Hongzhao, and Independent Director, Mr. Fan Baoqun [1] Investor Participation - Investors can participate online via the Shanghai Stock Exchange Roadshow Center on the scheduled date [1] - Questions can be submitted through the Roadshow Center's "Pre-Question Collection" section or via the company's email before the deadline [1] Contact Information - Contact Department: Company Securities Department [1] - Phone: 0379-6390 8588 [1] - Email: ksxnzqb@zhglb.com [1] Additional Information - After the briefing, investors can view the session's details and main content on the Shanghai Stock Exchange Roadshow Center [1]
凯盛新能:9月11日将召开2025年半年度业绩说明会
Zheng Quan Ri Bao· 2025-09-03 14:09
Core Viewpoint - The company, KaiSheng New Energy, announced that it will hold a semi-annual performance briefing on September 11, 2025, from 14:00 to 15:00 [2] Group 1 - The performance briefing is scheduled for September 11, 2025 [2] - The timing of the briefing is set for the afternoon, specifically from 14:00 to 15:00 [2]
凯盛新能(600876) - 凯盛新能关于召开2025年半年度业绩说明会的公告
2025-09-03 09:30
重要内容提示: 证券代码:600876 证券简称:凯盛新能 公告编号:临 2025-021 号 凯盛新能源股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心网络互动 投资者可于 2025 年 09 月 04 日(星期四)至 09 月 10 日(星期三) 16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过 公司邮箱 ksxn@zhglb.com 进行提问。公司将在说明会上对投资者普 遍关注的问题进行回答。 凯盛新能源股份有限公司(以下简称"公司")已于 2025 年 8 月 29 日发布公司 2025 年半年度报告及 2025 年中期业绩公告,为便于 广大投资者更全面深入地了解公司 2025 年半年度经营成果、财务状 况,公司计划于 2025 年 09 月 11 日下午 14:00-15:00 举行 2025 年半 年度业绩说明会,就投资者关心的问题进行交流。 一、 说 ...
凯盛新能: 凯盛玻璃控股薄膜光伏组件业务与本公司不存在同业竞争问题
Mei Ri Jing Ji Xin Wen· 2025-09-03 08:59
Core Viewpoint - The company, Kaisheng New Energy, clarifies that there is no direct competition with its controlling shareholder, Kaisheng Glass Holdings, due to the different types of photovoltaic products they produce and their distinct positions in the supply chain [1] Group 1 - Kaisheng New Energy's main business is the production and sales of photovoltaic module packaging glass, serving crystalline silicon photovoltaic module manufacturers as downstream customers [1] - Kaisheng Glass Holdings primarily produces and sells thin-film photovoltaic glass, targeting end consumers such as integrated solar buildings and solar power plants [1] - The company emphasizes that the significant differences in raw materials, technological processes, and application scenarios between crystalline silicon and thin-film photovoltaic products eliminate any direct conflict of interest [1]
凯盛新能(01108) - 关於召开2025年半年度业绩说明会的公告
2025-09-03 08:58
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) (股份編號:01108) 關於召開2025年半年度業績說明會的公告 三. 參加人員 出席本次說明會的人員包括 本公司執行董事兼 總 裁 章 榕 先 生、財 務 總監兼董事會秘書陳紅照先生 及 獨 立 非 執 行 董 事 范 保 群 先 生。 四. 投資者參加方式 凱 盛 新 能 源 股 份 有 限 公 司(「本公司」)董 事(「董 事」)會(「董事會」)及 全 體 成 員 保 證 本 公 告 內 容 不 存 在 任 何 虛 假 記 載、誤 導 性 陳 述 或 者 重 大 遺 漏, 並 對 其 內 容 的 真 實 性、準 確 性 和 完 整 性 承 擔 法 律 責 任。 重 要 內 容 提 示: – 1 ...