8月19日，港股三大指数震荡收跌，恒生指数跌0.21%，国企指数跌0.3%，恒生科技指数跌0.67%，总体情绪相对平稳。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 恒生指数 | more with | 25122.90 | -53.95 | -0.21% | | 800000 | | | | | | 国企指数 | | 9006.23 | -27.45 | -0.30% | | 800100 | prochar | | | | | 恒生科技指数 | | 5542.03 | -37.15 | -0.67% | | 800700 | 225 Varilled | | | | 大型科技股普跌，网易、小米跌1.2%，美团、京东、阿里巴巴等飘绿；腾讯、快手小幅上涨。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | 年初至今涨跌幅 | 总市值 | | --- | --- | --- | --- | --- | --- | --- | | 09999 | 网易-S | 0 201.600 | -2.600 | -1.27% | 4 ...

Group 1 - The core point of the announcement is that Dongfang Fund Management Co., Ltd. will adjust the valuation method for the suspended stock held by its funds, specifically for Huahong Company (688347) [1] - Starting from August 18, 2025, the valuation method for Huahong Company will change to the "index income method," using the AMAC industry index as the reference [1] - The fund will consider various influencing factors and negotiate with the custodian bank, and will revert to using the closing price for valuation once the stock demonstrates active market trading characteristics [1]

截至2025年中报，华虹半导体营业总收入79.25亿元、净利润8376.99万元。 本文源自：金融界 作者：行情君 8月19日，华虹半导体(01347)盘中下跌2.04%，截至13:09，报47.14元/股，成交13.03亿元。 华虹半导体有限公司是全球领先的特色工艺纯晶圆代工企业，专注于嵌入式/独立式非易失性存储器、 功率器件、模拟与电源管理和逻辑与射频等"8英寸+12英寸"特色工艺技术的持续创新。公司在上海金桥 和张江拥有三座8英寸晶圆厂和一座无锡的12英寸晶圆厂，月产能分别约18万片和7.5万片，提供多种1.0 微米至65/55纳米技术节点的可定制工艺选择，其产品广泛应用于新能源汽车、绿色能源、物联网等新 兴领域。 ...

截至2025年8月19日 09:33，上证科创板综合指数下跌0.08%。成分股方面涨跌互现，申联生物领涨 15.98%，腾景科技上涨12.27%，赛诺医疗上涨7.91%；上纬新材领跌6.34%，中邮科技下跌5.81%，壹石 通下跌4.58%。科创综指ETF华夏（589000）下跌0.34%，最新报价1.16元。拉长时间看，截至2025年8 月18日，科创综指ETF华夏近1周累计上涨6.42%。 流动性方面，科创综指ETF华夏盘中换手0.07%，成交110.71万元。拉长时间看，截至8月18日，科创综 指ETF华夏近1月日均成交1.79亿元，居可比基金第一。 消息面上，17日晚间，华虹公司公告表示为解决IPO承诺的同业竞争事项，公司正在筹划以发行股份及 支付现金的方式购买上海华力微电子有限公司控股权，同时配套募集资金。 东莞证券认为，当前A股市场内流动性相对充裕，交投情绪仍处于高位，整体运行状态较为健康，短期 震荡或为后续行情积蓄动能。考虑到当前市场呈现一定程度的结构分化，前期热门板块已处于相对高 位，板块轮动节奏或进一步加快，把握结构性机会将成为关键。从中长期维度审视，市场仍处于趋势性 行情的中段阶段。伴随国 ...

长江商报消息 ●长江商报记者 沈右荣 中国晶圆代工巨头华虹公司（688347.SH）筹划大动作。 8月17日晚，华虹公司发布公告，为解决IPO承诺的同业竞争事项，公司正在筹划以发行股份及支付现金的方式购 买上海华力微电子有限公司（以下简称"华力微"）控股权。 公告显示，本次收购标的资产为华力微所运营的与华虹公司在65/55nm和40nm存在同业竞争的资产（华虹五厂） 所对应的股权。目前，该标的资产正处于分立阶段。 华虹五厂主要为12英寸产线，如果本次交易顺利完成，华虹公司12英寸产能将大幅提升。 8月15日，筹划上述资产收购前一个交易日，华虹公司股价大涨11.35%。目前，公司市值约为1358亿元。 华虹公司的经营业绩向好。2025年二季度，公司实现营业收入5.66亿美元，同比增长18.3%；归母净利润795.2万 美元，同比增长19.2%。 华虹公司的产能拉满。2025年二季度，公司产能利用率达108.3%。 获注资产解决同业竞争问题 华虹公司及大股东兑现承诺，解决同业竞争问题。 2023年，华虹公司科创板上市之初，华虹集团发布了《关于避免同业竞争的补充承诺函》，自华虹公司于科创板 上市之日起三年内，按照国 ...

Core Viewpoint - Huahong Semiconductor is planning to acquire a controlling stake in Shanghai Huali Microelectronics through a combination of issuing shares and cash payments, while also raising matching funds, which has led to the suspension of its A-shares since August 18 [2] Group 1 - Huahong Semiconductor's Hong Kong shares fell over 6% on August 18, despite the A-shares being suspended [2] - The company experienced a significant increase of 11.35% in its stock price on the trading day before the suspension, with a peak increase of over 16% during the day [2] - Year-to-date, Huahong Semiconductor's stock has risen by 68.93% [2] Group 2 - The acquisition of Huali Microelectronics is seen as a key move for Huahong Group to fulfill its commitment to avoid competition in the same industry, made during Huahong Semiconductor's IPO [2] - Huahong Group had previously committed to injecting Huali Microelectronics into Huahong Semiconductor within three years of its listing, following necessary government approvals [2] - This transaction reflects Huahong Group's determination to consolidate within the semiconductor industry [2]

Group 1 - Huahong Semiconductor has received net purchases from southbound funds for three consecutive days, with a cumulative net purchase amount of 435 million HKD, and the stock price has increased by 1.69% [2] - On August 18, the total trading volume of active stocks through the Hong Kong Stock Connect reached 42.706 billion HKD, with a net selling amount of 6.382 billion HKD [2] - On the same day, Huahong Semiconductor's trading volume through the Hong Kong Stock Connect was 5.726 billion HKD, with a net purchase amount of 389 million HKD [2]

Market Overview - On August 18, the Hang Seng Index fell by 0.37%, with southbound trading totaling HKD 181.83 billion, comprising HKD 91.61 billion in buying and HKD 90.22 billion in selling, resulting in a net inflow of HKD 1.39 billion [1] Southbound Trading Details - Southbound trading through the Stock Connect (Shenzhen) recorded a total of HKD 69.21 billion, with buying at HKD 34.33 billion and selling at HKD 34.88 billion, leading to a net outflow of HKD 0.56 billion [1] - Southbound trading through the Stock Connect (Shanghai) totaled HKD 112.62 billion, with buying at HKD 57.28 billion and selling at HKD 55.34 billion, resulting in a net inflow of HKD 1.94 billion [1] Active Stocks - The most actively traded stock by southbound funds was the Tracker Fund of Hong Kong, with a total trading volume of HKD 64.49 billion, followed by Tencent Holdings at HKD 58.68 billion and Hua Hong Semiconductor at HKD 57.26 billion [1] - The net buying stocks included China Life Insurance with a net inflow of HKD 6.73 billion, Alibaba-W with HKD 6.17 billion, and Hua Hong Semiconductor with HKD 3.89 billion [1] - The stock with the highest net selling was the Tracker Fund of Hong Kong, with a net outflow of HKD 64.13 billion, while Hang Seng China Enterprises and Southern Hang Seng Technology experienced net outflows of HKD 14.45 billion and HKD 5.74 billion, respectively [1] Continuous Net Buying - Among the stocks, Alibaba-W, Hua Hong Semiconductor, and SMIC have seen continuous net buying for more than three days, with Alibaba-W leading at a total net inflow of HKD 25.27 billion over five days [2] - The net buying amounts for SMIC and Hua Hong Semiconductor were HKD 10.35 billion and HKD 4.35 billion, respectively [2] Summary of Active Stocks on August 18 - China Life Insurance: Total trading volume HKD 173.14 million, net buying HKD 67.28 million, price change +2.87% [2] - Alibaba-W: Total trading volume HKD 531.96 million, net buying HKD 61.74 million, price change +0.42% [2] - Hua Hong Semiconductor: Total trading volume HKD 572.57 million, net buying HKD 38.92 million, price change -6.20% [2] - Xiaomi Group-W: Total trading volume HKD 392.47 million, net selling HKD 21.09 million, price change +0.38% [2] - Tracker Fund of Hong Kong: Total trading volume HKD 644.91 million, net selling HKD 641.28 million, price change -0.54% [2]

| 代码 | 简称 | 类型 | 成交金额 | 成交净买入 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | | （万港元） | （万港元） | （%） | | 02800 | 盈富基金 | 港股通(沪) | | 414760.59 -412967.40 | -0.54 | | 00700 | 腾讯控股 | 港股通(沪) | | 365448.73 109753.90 | -0.84 | | 01347 华虹半导体 | | 港股通(沪) | 336541.34 | 96624.86 | -6.20 | | 09988 阿里巴巴-W | | 港股通(沪) | 330115.42 | 24339.03 | 0.42 | | 00981 | 中芯国际 | 港股通(沪) | 281527.17 | 21917.23 | -1.80 | | 01810 小米集团-W | | 港股通(沪) | 249964.26 | -16917.07 | 0.38 | | 01347 华虹半导体 | | 港股通(深) | 236025.00 | -57702.88 | -6.20 ...

（原标题：南向资金今日净买入13.86亿港元，中国人寿净买入6.73亿港元） 8月18日恒生指数下跌0.37%，南向资金全天合计成交金额为1818.27亿港元，其中，买入成交916.07亿港元，卖出成交902.21亿港元，合计净买入 金额13.86亿港元。具体来看，港股通（深）累计成交金额692.11亿港元，买入成交343.28亿港元，卖出成交348.83亿港元，合计净卖出金额5.55亿 港元；港股通（沪）累计成交金额1126.17亿港元，买入成交572.79亿港元，卖出成交553.38亿港元，合计净买入金额19.42亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是盈富基金，合计成交额64.49亿港元，腾讯控股、华虹半导体成交额紧随其后，分 别成交58.68亿港元、57.26亿港元。以净买卖金额统计，净买入的个股共有6只，中国人寿净买入额为6.73亿港元，净买入金额居首，该股收盘股 价上涨2.87%，阿里巴巴-W净买入额为6.17亿港元，华虹半导体净买入额为3.89亿港元。净卖出金额最多的是盈富基金，净卖出64.13亿港元，该 股收盘股价下跌0.54%，恒生中国企业、南方恒生科技遭净卖出14 ...