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图解丨南下资金加仓中海油、泡泡玛特,减仓华虹半导体
Ge Long Hui A P P· 2025-10-23 10:20
Group 1 - Southbound funds net bought Hong Kong stocks worth 5.345 billion HKD today [1] - The top net purchases included China National Offshore Oil Corporation (CNOOC) at 979 million HKD, Pop Mart at 793 million HKD, and Meituan-W at 524 million HKD [1] - Southbound funds have net bought Pop Mart for three consecutive days, totaling 2.15428 billion HKD, and have also net bought SMIC for three consecutive days, totaling 1.19602 billion HKD [1] Group 2 - Alibaba-W saw a net purchase of 268 million HKD despite a 1.7% decline [3] - CNOOC experienced a 2.2% increase with a net purchase of 529 million HKD [3] - Tencent Holdings had a net purchase of 163 million HKD with a 1.5% increase [3]
南向资金 | 中国海洋石油获净买入9.8亿港元
Di Yi Cai Jing· 2025-10-23 10:05
Group 1 - Southbound funds recorded a net purchase of 5.345 billion HKD today [1] - The top three net purchases were China National Offshore Oil Corporation (CNOOC) with 980 million HKD, Pop Mart with 793 million HKD, and Meituan-W with 524 million HKD [1] - In terms of net sales, Hua Hong Semiconductor faced a net sell of 1.014 billion HKD, followed by Innovent Biologics with 140 million HKD, and Xiaomi Group-W with 57 million HKD [1]
北水动向|北水成交净买入53.45亿 欧美加码制裁俄油 北水加仓中海油近10亿港元
智通财经网· 2025-10-23 10:03
Core Insights - The Hong Kong stock market saw a net inflow of 53.45 billion HKD from Northbound trading on October 23, with the Shanghai Stock Connect contributing 47.7 billion HKD and the Shenzhen Stock Connect contributing 5.75 billion HKD [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Pop Mart (09992), and Meituan-W (03690) [1] - The most sold stocks included Hua Hong Semiconductor (01347), Innovent Biologics (01801), and Xiaomi Group-W (01810) [1] Group 2: Individual Stock Details - CNOOC (00883) received a net buy of 9.79 billion HKD, driven by rising international oil prices due to sanctions on Russian oil companies [5] - Pop Mart (09992) saw a net buy of 7.93 billion HKD, with a reported sales growth of 245% to 250% in Q3, significantly exceeding Morgan Stanley's forecast [5] - Meituan-W (03690) had a net buy of 5.24 billion HKD, with strategic leadership changes indicating a focus on international expansion [6] - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of 4.25 billion HKD, while Hua Hong Semiconductor (01347) faced a net sell of 10.14 billion HKD due to concerns over its business sustainability [6] - Zai Lab (02367) received a net buy of 3.59 billion HKD following the approval of a new medical device [7] - Tencent (00700) and Alibaba-W (09988) had net buys of 2.65 billion HKD and 1.53 billion HKD, respectively, while Innovent Biologics (01801) and Xiaomi Group-W (01810) faced net sells of 1.4 billion HKD and 573 million HKD [7]
北水动向|北水成交净买入53.45亿 欧美加码制裁俄油 北水加仓中海油(00883)近10亿港元
智通财经网· 2025-10-23 09:56
Core Insights - The Hong Kong stock market saw a net inflow of 53.45 billion HKD from northbound trading on October 23, with the Shanghai-Hong Kong Stock Connect contributing 47.7 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 5.75 billion HKD [1] Group 1: Stock Performance - The most bought stocks included CNOOC (00883), Pop Mart (09992), and Meituan-W (03690) [1] - The most sold stocks included Hua Hong Semiconductor (01347), Innovent Biologics (01801), and Xiaomi Group-W (01810) [1] - CNOOC received a net buy of 9.79 billion HKD, driven by rising international oil prices due to sanctions on Russian oil companies [4] - Pop Mart saw a net buy of 7.93 billion HKD, with a reported sales growth of 245% to 250% in Q3, significantly exceeding Morgan Stanley's forecast [5] - Meituan-W received a net buy of 5.24 billion HKD, with strategic leadership changes indicating a focus on international expansion [5] Group 2: Sector Insights - Semiconductor stocks showed divergence, with SMIC (00981) receiving a net buy of 4.25 billion HKD, while Hua Hong Semiconductor faced a net sell of 10.14 billion HKD [5][6] - The demand for domestic advanced wafer foundry services is expected to rise due to the growth of AI applications and supportive policies [6] - Giant Biologics (02367) received a net buy of 3.59 billion HKD following the approval of a new medical device by the National Medical Products Administration [6]
华虹公司(688347) - 港股公告:董事会日期公告
2025-10-23 09:45
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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 (於香港註冊成立之有限公司) (股份代號:01347) 董事會會議日期通知 華虹半導體有限公司(「本公司」)特此通知,本公司謹訂於二零二五年十一月六日 (星期四)上午十時三十分舉行董事會會議,以商討下列事項: 1. 考慮及批准刊發本公司及其附屬公司就二零二五年七月一日至九月三十日止 三個月期間的第三季度未經審核財務業績;及 2. 商議任何其他事項。 HUA HONG SEMICONDUCTOR LIMITED 華虹半導體有限公司 葉峻 孫國棟 陳博 熊承艷 獨立非執行董事 張祖同 王桂壎太平紳士 封松林 於本公告日期,本公司董事分別為: 執行董事 唐均君 (董事會主席) 白鵬 (總裁) 非執行董事 承董事會命 華虹半導體有限公司 董事會主席兼執行董事 唐均君先生 中國上海,二零二五年十月二十三日 1 2 ...
华虹半导体(01347) - 海外监管公告 - 《关於召开2025年第三季度业绩说明会的预告公告》
2025-10-23 09:34
HUA HONG SEMICONDUCTOR LIMITED 華虹半導體有限公司 (於香港註冊成立之有限公司) (股份代號:01347) 海外監管公告 本公告乃根據《香港聯合交易所有限公司證券上市規則》第13.10B條而作出。 茲載列華虹半導體有限公司(「本公司」)於上海證券交易所網站刊發的《關於召開 2025年第三季度業績說明會的預告公告》,僅供參閱。 承董事會命 華虹半導體有限公司 董事會主席兼執行董事 唐均君先生 中國上海,二零二五年十月二十三日 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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 於本公告日期,本公司董事分別為: 執行董事: 唐均君 (董事會主席) 白鵬 (總裁) 非執行董事: 葉峻 孫國棟 陳博 熊承艷 獨立非執行董事: 張祖同 王桂壎太平紳士 封松林 A 股代码:688347 A 股简称:华虹公司 公告编号:2025-030 港股代码:01347 港股简称:华虹半导体 华虹半导体有限公司 关于召开 2025 年第三季度业绩说明 ...
华虹公司(688347) - 关于召开2025年第三季度业绩说明会的预告公告
2025-10-23 09:30
一、说明会类型 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、准确性和完整性依法承担法律责任。 重要事项提示: | A | 股代码:688347 | A 股简称:华虹公司 | 公告编号:2025-030 | | --- | --- | --- | --- | | 港股代码:01347 | | 港股简称:华虹半导体 | | 华虹半导体有限公司 关于召开 2025 年第三季度业绩说明会的预告公告 华虹半导体有限公司(以下简称"公司")将于 2025 年 11 月 6 日交易时段 后披露公司 2025 年第三季度业绩,相关内容请详见上海证券交易所网站 (http://www.sse.com.cn/)及香港交易所网站(https://www.hkex.com.hk/)。 为方便广大投资者更全面深入了解公司经营业绩的具体情况,公司拟于 2025 年 11 月 6 日举行"2025 年第三季度业绩说明会"。 二、说明会召开的时间、地点 说明会将于 2025 年 11 月 6 日(星期四)下午 17:00-18:00 通过网络/电话会议 方式举行。 三、投资者参加方式 ...
华虹半导体拟11月6日举行董事会会议审批季度业绩
Ge Long Hui· 2025-10-23 09:07
Core Viewpoint - Hua Hong Semiconductor (01347.HK) has announced a board meeting scheduled for November 6, 2025, to discuss the unaudited financial performance for the third quarter of the period from July 1 to September 30, 2025, and any other matters [1] Group 1 - The board meeting will take place at 10:30 AM on November 6, 2025 [1] - The meeting will consider and approve the publication of the company's and its subsidiaries' financial results for the specified period [1] - Additional matters will also be discussed during the meeting [1]
华虹半导体(01347) - 董事会会议日期通知
2025-10-23 08:30
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份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 HUA HONG SEMICONDUCTOR LIMITED 華虹半導體有限公司 (於香港註冊成立之有限公司) (股份代號:01347) 董事會會議日期通知 中國上海,二零二五年十月二十三日 1 於本公告日期,本公司董事分別為: 華虹半導體有限公司(「本公司」)特此通知,本公司謹訂於二零二五年十一月六日 (星期四)上午十時三十分舉行董事會會議,以商討下列事項: 1. 考慮及批准刊發本公司及其附屬公司就二零二五年七月一日至九月三十日止 三個月期間的第三季度未經審核財務業績;及 2. 商議任何其他事項。 承董事會命 華虹半導體有限公司 董事會主席兼執行董事 唐均君先生 執行董事 唐均君 (董事會主席) 白鵬 (總裁) 非執行董事 葉峻 孫國棟 陳博 熊承艷 獨立非執行董事 張祖同 王桂壎太平紳士 封松林 2 ...
港股半导体板块午后走弱,华虹半导体跌超6%
Xin Lang Cai Jing· 2025-10-23 05:48
Group 1 - The semiconductor sector in Hong Kong experienced a decline in the afternoon, with notable drops in stocks such as Shanghai Fudan and Huahong Semiconductor, both falling over 6% [1] - Other companies like Brainhole Technology and Innodisk saw declines exceeding 4%, while SMIC and Beike Micro fell over 3% [1] Group 2 - The Hang Seng Index dropped by 207.251 points, or 4.05%, with a trading volume of 136 million shares and a turnover of 8.941 billion [2] - The index opened at 5,091.753 and reached a high of 5,105.985, while the lowest point was 4,891.317 [2] - The market's price-to-earnings ratio stood at 174.394, with a price-to-book ratio of 3.430, and a total market capitalization of 826.15 billion [2] Group 3 - Reports indicate that the White House is considering regulations on products using American software that are exported to China, which has contributed to further declines in U.S. stocks, particularly in EDA software [2] - Notably, NVIDIA has confirmed its complete withdrawal from the Chinese AI chip market, and Micron plans to halt server chip supplies to China [2]