| 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（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 884853.24 | 150911.33 | 2.08 | | 09988 | 阿里巴巴-W | 港股通(深) | 505600.00 | 212032.59 | 2.08 | | 00981 | 中芯国际 | 港股通(沪) | 430989.59 | 65617.45 | 3.99 | | 00981 | 中芯国际 | 港股通(深) | 330591.00 | -4229.09 | 3.99 | | 00700 | 腾讯控股 | 港股通(沪) | 328250.01 | 81133.80 | 0.45 | | 01810 | 小米集团-W | 港股通(沪) | 309184.45 | 71553.02 | 0.84 | | 01347 | 华虹半导体 | 港股通(沪) | 264176.23 | 23059.13 | 10.96 | | 03690 | 美团-W | 港股通 ...

9月30日恒生指数上涨0.87%，南向资金全天合计成交金额为1491.07亿港元，其中，买入成交822.94亿 港元，卖出成交668.14亿港元，合计净买入金额154.80亿港元。具体来看，港股通（深）累计成交金额 522.78亿港元，买入成交293.40亿港元，卖出成交229.39亿港元，合计净买入金额64.01亿港元；港股通 （沪）累计成交金额968.29亿港元，买入成交529.54亿港元，卖出成交438.75亿港元，合计净买入金额 90.79亿港元。 9月30日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 1390454.02 | 362943.73 | 2.08 | | 02800 | 盈富基金 | 151760.40 | 143255.31 | 1.03 | | 00700 | 腾讯控股 | 468262.31 | 113421.08 | 0.45 | | 01810 | 小米集团-W | 512199.86 | 105482.7 ...

Core Viewpoint - Huahong Company (688347.SH) experienced a significant stock price increase of 15.72%, closing at 114.56 yuan on September 30 [1]. Group 1: Stock Performance - The stock price of Huahong Company rose to 114.56 yuan, marking a 15.72% increase [1]. - The net buying amount by institutional seats for Huahong Company reached 68,429.06 million yuan [1][2]. Group 2: Institutional Trading - Among the top five buyers of Huahong Company, three were institutional specialized seats [1]. - The largest buying amounts from institutional seats were 24,900.48 million yuan, 23,227.60 million yuan, and 20,300.98 million yuan, accounting for 5.50%, 5.13%, and 4.48% of total trading volume respectively [3]. - The total buying amount from the top five buyers was 93,922.01 million yuan, representing 20.74% of total trading volume [3].

Core Insights - On September 30, 2025, Alibaba-W (09988), SMIC (00981), and Tencent Holdings (00700) were the top three companies by trading volume in the southbound trading of the Stock Connect, with trading amounts of 8.849 billion, 4.310 billion, and 3.283 billion respectively [1] - In the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), SMIC (00981), and Xiaomi Group-W (01810) also led the trading volume, with amounts of 5.056 billion, 3.306 billion, and 2.030 billion respectively [1] Southbound Trading Highlights - **Top Active Companies in Southbound Trading (Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 8.849 billion, net inflow of 1.509 billion - SMIC (00981): Trading amount of 4.310 billion, net inflow of 0.656 billion - Tencent Holdings (00700): Trading amount of 3.283 billion, net inflow of 0.811 billion - Xiaomi Group-W (01810): Trading amount of 3.092 billion, net inflow of 0.716 billion - Huahong Semiconductor (01347): Trading amount of 2.642 billion, net inflow of 0.231 billion [2] - **Top Active Companies in Southbound Trading (Shenzhen-Hong Kong Stock Connect)** - Alibaba-W (09988): Trading amount of 5.056 billion, net inflow of 2.120 billion - SMIC (00981): Trading amount of 3.306 billion, net outflow of 0.423 billion - Xiaomi Group-W (01810): Trading amount of 2.030 billion, net inflow of 0.339 billion - Huahong Semiconductor (01347): Trading amount of 1.961 billion, net inflow of 0.704 billion - Tencent Holdings (00700): Trading amount of 1.400 billion, net inflow of 0.323 billion [2]

Core Viewpoint - On September 30, the Shanghai Composite Index rose by 0.52%, while the Shenzhen Component Index increased by 0.35%, and the ChiNext Index remained unchanged. Notably, Huahong Semiconductor (688347.SH) saw a significant net inflow of funds amounting to 508 million yuan, while Huagong Technology (000988.SZ) experienced a net outflow of 1.543 billion yuan [1][3][10]. Group 1: Stock Performance - Huahong Semiconductor (688347.SH) had a closing price increase of 15.72% with a turnover rate of 10.33%, and it was the most net bought stock with a net purchase of 508 million yuan, accounting for 11.21% of the total transaction amount [1][5][14]. - Huagong Technology (000988.SZ) faced a closing price drop of 6.73% and a turnover rate of 11.74%, being the most net sold stock with a net sale of 1.543 billion yuan, representing 13.78% of the total transaction amount [3][4][10]. Group 2: Institutional and Northbound Fund Activity - On the same day, institutions net bought a total of 687 million yuan across 28 stocks, with 15 stocks being net bought and 13 stocks net sold [4][10]. - The highest net purchase by institutions was also in Huahong Semiconductor, amounting to 684 million yuan, while the highest net sale was in Huagong Technology, totaling 725.84 million yuan [5][14]. - Northbound funds participated in 18 stocks, with a total net outflow of 261 million yuan, where the highest net purchase was in Guosheng Financial Holdings (002670.SZ) at 233 million yuan, and the highest net sale was again in Huagong Technology at 487 million yuan [10][13]. Group 3: Market Trends - Among the 46 stocks on the leaderboard, 30 stocks were net bought while 16 were net sold, indicating a general trend of buying interest in the market [1][3]. - The stocks that saw both institutional and northbound fund interest included Guosheng Financial Holdings, Duofuduo, Songyuan Safety, and Canxin Shares, while the stocks that were commonly sold included Hengwei Technology, Wavelength Optoelectronics, and Huagong Technology [13][14].

Group 1 - Southbound funds net purchased Hong Kong stocks worth 15.48 billion HKD today [1] - Notable net purchases include Alibaba-W at 3.629 billion HKD, Tracker Fund at 1.433 billion HKD, and Xiaomi Group-W at 1.055 billion HKD [1] - Southbound funds have continuously net purchased Alibaba for 28 days, totaling 78.98389 billion HKD [1] Group 2 - Southbound funds have net purchased Xiaomi for 3 consecutive days, totaling 2.65616 billion HKD [1] - Other significant net purchases include Hua Hong Semiconductor at 934 million HKD, Kuaishou-W at 622 million HKD, and SMIC at 613 million HKD [1]

Core Insights - The Hong Kong stock market saw a net inflow of 154.8 billion HKD from Northbound trading on September 30, with the Shanghai-Hong Kong Stock Connect contributing 90.79 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 64.01 billion HKD [1] Group 1: Major Stocks - Alibaba-W (09988) received a net inflow of 51.79 billion HKD, with total trading volume reaching 88.49 billion HKD, reflecting a net increase of 15.09 billion HKD [2] - Semiconductor stocks saw significant interest, with SMIC (00981) attracting a net inflow of 24.83 billion HKD and Huahong Semiconductor (01347) receiving 9.34 billion HKD [6] - Tencent (00700) garnered a net inflow of 11.34 billion HKD, driven by the launch of its multimodal model, which is expected to enhance AI application development [5] Group 2: Market Trends - The overall valuation of the Hong Kong stock market remains low despite recent gains, suggesting long-term investment opportunities, particularly in the context of ongoing AI industry trends and potential interest rate cuts by the Federal Reserve [5] - The domestic AI chip industry is experiencing a breakthrough, with a full industry chain integration from advanced processes to model acceleration, indicating strong growth potential for domestic AI computing facilities [6] - Xiaomi Group-W (01810) achieved a net inflow of 10.54 billion HKD, with record-breaking sales for its 17 series smartphones, indicating a rapid increase in market share in the high-end smartphone segment [5]

Market Overview - The Hong Kong stock market experienced a rebound, with the Hang Seng Index rising by 0.87% to close at 26,855.56 points, and a total trading volume of HKD 314.93 billion [1] - The Hang Seng Index increased by 7.09% for the month, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index rose by 6.79% and 13.95%, respectively [1] Investment Insights - According to China Merchants Securities International, the short-term volatility in the Hong Kong market is expected, but the long-term upward trend remains intact, with a focus on AI technology and non-ferrous metals as key investment themes [1] - Everbright Securities noted that despite the continuous rise in the Hong Kong market over recent months, overall valuations remain low, indicating a high cost-performance ratio for long-term investments [1] Blue-Chip Performance - Kuaishou Technology (01024) reached a three-year high, closing up 7.22% at HKD 84.6, contributing 26.93 points to the Hang Seng Index [2] - WuXi AppTec (02359) rose by 8.11% to HKD 118.7, contributing 6.26 points, while Sunny Optical Technology (02382) increased by 5.6% to HKD 90.45, contributing 5.37 points [2] Sector Performance - Technology stocks saw a collective rise, with Kuaishou up over 7%, Bilibili up over 6%, and Alibaba and NetEase both up over 2% [3] - Semiconductor stocks performed strongly, with Hua Hong Semiconductor rising nearly 11% to HKD 80 [3] - The pharmaceutical sector continued its upward trend, with WuXi AppTec up over 8% [3] AI and Technology Developments - DeepSeek announced the release of its new language model, DeepSeek-V3.2-Exp, which significantly reduces service costs by over 50% for developers [4][5] - The AI application sector is gaining traction, with companies like Huya Technology (01860) rising by 10.25% [4] Pharmaceutical Sector Insights - The pharmaceutical sector remains strong, with WuXi AppTec and other companies like HAPO (02142) and Zai Lab (09688) showing significant gains [5] - The impact of potential tariffs on patented drugs by the U.S. is considered limited for China's innovative drug industry [6] Non-Ferrous Metals Sector - The non-ferrous metals sector is active, with Jiangxi Copper (00358) rising by 8.85% to HKD 30.5, and Ganfeng Lithium (01772) up by 8.66% to HKD 43.14 [5] - The Ministry of Industry and Information Technology's plan for the non-ferrous metals industry aims for an average annual growth of around 5% from 2025 to 2026 [7] Airline Sector Performance - Major airlines saw collective gains, with China Eastern Airlines (00670) up 6.73% to HKD 3.33 [7] - The domestic flight ticket bookings for the upcoming National Day and Mid-Autumn Festival have surpassed 10.19 million, indicating strong demand [8] Notable Stock Movements - MicroPort Medical (00853) rose by 5.27% following the announcement of a restructuring in its cardiac management business [9] - Sanhua Intelligent Controls (02050) increased by 6.62% as Tesla plans to expand its humanoid robot production [10] - UBTECH Robotics (09880) saw an 8.98% rise, attributed to significant new orders and a positive outlook from Morgan Stanley [11] New IPO Highlights - Xipuni (02583) surged by 258.11% on its debut, closing at HKD 106, focusing on gold watch design and manufacturing [12] - Zijin Gold International (02259) rose by 68.46% to HKD 120.6, marking the second-largest IPO in Hong Kong this year [14]

智通财经APP获悉，截止9月30日收盘，有140只股票创52周新高，其中时富金融服务集团(00510)、 BENG SOON MACH(01987)、汇思太平洋(08147)创高率位于前3位，分别为50.00%、32.78%、 27.69%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | 创高率 | | --- | --- | --- | --- | | 时富金融服务集团 | 0.930 | 0.990 | 50.00% | | (00510) | | | | | BENG SOON | 0.280 | 0.320 | 32.78% | | MACH(01987) | | | | | 汇思太平洋(08147) | 0.800 | 0.830 | 27.69% | | 新龙移动(01362) | 0.430 | 0.470 | 22.08% | | 顺龙控股(00361) | 0.096 | 0.109 | 17.20% | | 丰银禾控股(08030) | 9.260 | 9.800 | 15.43% | | 德银天下(02418) | 2.530 | 2.720 | 15.16% | | 盛力达 ...

盘面上，午后大型科技股集体转涨，尤其是快手大涨超7%领衔，阿里巴巴、网易涨2%，美团涨 1.65%，京东、百度涨超1%，小米、腾讯均有涨幅；半导体芯片股持续火热，华虹半导体大涨近11%再 创新高，月内累计升幅近50%，龙头中芯国际涨4%亦创历史新高；iPhone销量热度始终较高，传苹果通 知供应链加大产能，苹果概念股午后涨幅扩大，生物医药股、铜业股、军工股、锂电池股、航空股、汽 车股、光伏股、中资券商股齐涨。 另一方面，据报OPEC+计划11月再次提高石油产量，国际油价下挫，三桶油全天表现低迷，化妆品 股、濠赌股、水务股、家电股逆势走低。此外，3只新股集体大涨！西普尼飙升258.11%，紫金黄金国 际大涨68.46%，博泰车联劲升53.38%。 港股三大指数午后持续拉升上扬，恒生科技指数一马当先，最终收涨2.24%，再度刷新阶段新高位，恒 生指数、国企指数分别上涨0.87%及1.07%。市场情绪再度迎来高潮。 注：明日港股因国庆假期休市，周四继续开市。 ...