Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (71.54%), Gree Power Environmental (68.88%), and Haotian International Construction Investment (68.17%) [1][2] - Tencent Holdings, Southern Hengsheng Technology, and China Life have seen the largest increases in holding amounts over the last five trading days, with increases of +9.779 billion, +3.055 billion, and +1.973 billion respectively [1][2] - The companies with the largest decreases in holding amounts over the last five trading days include SMIC (-2.626 billion), Hua Hong Semiconductor (-630 million), and Changfei Optical Fiber Cable (-610 million) [1][3] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding of 9.929 billion shares, representing 71.54% [2] - Gree Power Environmental (01330) has a holding of 279 million shares, representing 68.88% [2] - Haotian International Construction Investment (01341) has a holding of 7.564 billion shares, representing 68.17% [2] Group 2: Recent Increases in Holdings - Tencent Holdings (00700) saw an increase of +9.779 billion in holding amount, with a change of +17.462 million shares [2] - Southern Hengsheng Technology (03033) increased by +3.055 billion, with a change of +57.649 million shares [2] - China Life (02628) increased by +1.973 billion, with a change of +5.631 million shares [2] Group 3: Recent Decreases in Holdings - SMIC (00981) experienced a decrease of -2.626 billion in holding amount, with a change of -37.330 million shares [3] - Hua Hong Semiconductor (01347) decreased by -630 million, with a change of -6.145 million shares [3] - Changfei Optical Fiber Cable (06869) saw a decrease of -610 million, with a change of -5.822 million shares [3]

Core Insights - Tencent Holdings (00700), Ping An of China (02800), and Alibaba-W (09988) ranked as the top three stocks for net inflow of southbound funds, with net inflows of 5.564 billion, 4.557 billion, and 1.535 billion respectively [1][2] - Hua Hong Semiconductor (01347), Changfei Optical Fiber (06869), and SMIC (00981) experienced the highest net outflows, with net outflows of -530 million, -451 million, and -312 million respectively [1][2] - In terms of net inflow ratio, Tsinghua Unigroup (00546), Jianfa International Group (01908), and Green Power Environmental (01330) led the market with ratios of 68.35%, 67.39%, and 64.54% respectively [1][3] Net Inflow Rankings - The top ten stocks by net inflow included Tencent Holdings (55.64 billion), Ping An of China (45.57 billion), and Alibaba-W (15.35 billion) [2] - The net inflow ratios for the top ten stocks were led by Tsinghua Unigroup (68.35%), Jianfa International Group (67.39%), and Green Power Environmental (64.54%) [3] Net Outflow Rankings - The top three stocks with the highest net outflows were Hua Hong Semiconductor (-5.30 billion), Changfei Optical Fiber (-4.51 billion), and SMIC (-3.12 billion) [2] - The net outflow ratios for the top three stocks were led by Poly Property (-61.67%), Ruian Real Estate (-58.21%), and Tongrentang Guoyao (-57.85%) [3]

Core Viewpoint - On February 9, 2026, Tencent Holdings, Alibaba-W, and the Yingfu Fund were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 4.681 billion, 3.740 billion, and 2.531 billion respectively [1] Group 1: Southbound Stock Connect Trading - Tencent Holdings ranked first in Southbound Stock Connect trading with a total trading amount of 4.681 billion and a net buying amount of 0.904 billion [2] - Alibaba-W ranked second with a trading amount of 3.740 billion and a net selling amount of 0.100 billion [2] - The Yingfu Fund ranked third with a trading amount of 2.531 billion and a significant net selling amount of 2.515 billion [2] Group 2: Deep Southbound Stock Connect Trading - Tencent Holdings also led in Deep Southbound Stock Connect trading with a trading amount of 3.490 billion and a net buying amount of 0.896 billion [2] - The Yingfu Fund was second with a trading amount of 2.051 billion and a net selling amount of 2.040 billion [2] - Alibaba-W ranked third with a trading amount of 1.611 billion and a net buying amount of 0.151 billion [2]

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。 1 （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《華虹半導 體有限公司關於發行股份購買資產並募集配套資金暨關聯交易相關內幕信息知情 人買賣股票情況自查報告的公告》《國泰海通證券股份有限公司關於華虹半導體有 限公司本次交易相關內幕信息知情人買賣股票情況的自查報告之核查意見》《上海 市通力律師事務所關於華虹半導體有限公司發行股份購買資產並募集配套資金暨 關聯交易內幕信息知情人買賣股票情況之專項核查意見》，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 白鵬先生 中國上海，二零二六年二月九日 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） 於本公告日期，本公司董事分別為： 執行董事： 白鵬 （董 ...

Core Viewpoint - Southbound funds experienced a net outflow of approximately 18.87 billion HKD today, ending a seven-day inflow trend, despite the overall Hong Kong stock market showing signs of recovery [2][3]. Southbound Fund Activity - Today's southbound trading volume reached about 1004.32 billion HKD, an increase of approximately 120 billion HKD compared to the previous day, accounting for 39.37% of the total turnover of the Hang Seng Index [2]. - The net outflow from the Shanghai-Hong Kong Stock Connect was about 16.44 billion HKD, while the Shenzhen-Hong Kong Stock Connect saw a net outflow of approximately 2.42 billion HKD [2]. ETF Performance - The two major ETFs, the Tracker Fund of Hong Kong (盈富基金) and the Hang Seng China Enterprises Index ETF (恒生中国企业), faced net sell-offs of 45.54 billion HKD and 10 billion HKD, respectively, indicating a short-term trading style favoring "buy low, sell high" [2]. Individual Stock Performance - Tencent Holdings (腾讯控股) saw a significant net buy of 18 billion HKD and an increase in stock price by 2.28%, with a five-day accumulation of 913,000 shares [2][4]. - Longi Green Energy (长飞光纤光缆) experienced a net buy of 1.69 billion HKD and a price increase of 15.31%, with a five-day accumulation of 143,000 shares [2][4]. - Semiconductor Manufacturing International Corporation (中芯国际) had a net buy of 1.48 billion HKD and a price increase of 4.07%, although it remained primarily in a net outflow position over the short term [3][4]. - Kuaishou Technology (快手-W) faced a net outflow of 5.67 billion HKD and a price drop of 2.74%, with a five-day reduction of 802,000 shares [3][4]. - China Mobile (中国移动) saw a net outflow of 2 billion HKD and a price decrease of 2.12%, despite a five-day accumulation of 585,000 shares [3][4].

Group 1 - Southbound funds recorded a net sell of HKD 18.87 billion in Hong Kong stocks today [1][3] - Notable net purchases included Tencent Holdings at HKD 1.8 billion, Southern Hang Seng Technology at HKD 639 million, and Xiaomi Group-W at HKD 209 million [1] - Significant net sales were observed in the Tracker Fund of Hong Kong at HKD 4.555 billion, Hang Seng China Enterprises at HKD 1 billion, and Kuaishou-W at HKD 568 million [1] Group 2 - Southbound funds have consistently net bought Xiaomi for 8 consecutive days, totaling HKD 3.82029 billion [1] - Tencent has seen net purchases for 6 consecutive days, amounting to HKD 17.192 billion [1] - Alibaba has been net bought for 4 consecutive days, totaling HKD 4.43042 billion, and Pop Mart has also seen net buying for 4 days, amounting to HKD 1.22911 billion [1]

上海市通力律师事务所关于华虹半导体有限公司 发行股份购买资产并募集配套资金暨关联交易内幕信息知情人 买卖股票情况之专项核查意见 致:华虹半导体有限公司 敬启者: 上海市通力律师事务所(以下简称"本所")接受华虹半导体有限公司(以下简称 "华虹半导体"或"上市公司"）的委托,作为华虹半导体本次发行股份购买资产并募 集配套资金暨关联交易(以下简称"本次交易")的专项法律顾问,已就本次交易出具 了《上海市通力律师事务所关于华虹半导体有限公司发行股份购买资产并募集配套资金 暨关联交易之法律意见书》（以下简称"《法律意见书》")，现根据《中华人民共和 国证券法》《上市公司重大资产重组管理办法》《公开发行证券的公司信息披露内容与 格式准则第 26 号 -- 上市公司重大资产重组》《上市公司监管指引第 5 号 -- 上市公 司内幕信息知情人登记管理制度》《监管规则适用指引 -- 上市类第1 号》《上市公司 监管指引第 7 号―上市公司重大资产重组相关股票异常交易监管》等法律、法规以及规 范性文件的有关规定,出具本专项核查意见。 本所出具的本专项核查意见仅对出具目以前已经发生或存在的且与本次交易有关 的重要法律问题发表法律意 ...

国泰海通证券股份有限公司 关于华虹半导体有限公司 本次交易相关内幕信息知情人买卖股票情况的自查 报告之核查意见 华虹半导体有限公司（以下简称"上市公司"、"华虹公司"）拟通过发行股 份的方式购买上海华虹（集团）有限公司、上海集成电路产业投资基金股份有限 公司、国家集成电路产业投资基金二期股份有限公司、上海国投先导集成电路私 募投资基金合伙企业（有限合伙）（以下简称"交易对方"）持有的上海华力微电 子有限公司（以下简称"标的公司"）97.4988%股权，并募集配套资金（以下简 称"本次交易"或"本次重组"）。 根据《中华人民共和国证券法》《上市公司重大资产重组管理办法》《公开 发行证券的公司信息披露内容与格式准则第26号——上市公司重大资产重组》 《上市公司监管指引第5号——上市公司内幕信息知情人登记管理制度》《监管 规则适用指引——上市类第1号》《上市公司监管指引第7号—上市公司重大资产 重组相关股票异常交易监管》等法律法规的要求，国泰海通证券股份有限公司（以 下简称"国泰海通"或"本独立财务顾问"）作为本次交易的独立财务顾问，对 本次交易相关内幕信息知情人买卖上市公司股票的情况进行了核查，具体情况如 下： ...

| A | 股代码：688347 | A | 股简称：华虹公司 | 公告编号：2026-011 | | --- | --- | --- | --- | --- | | 港股代码：01347 | | | 港股简称：华虹半导体 | | 华虹半导体有限公司 关于发行股份购买资产并募集配套资金暨关联交易 相关内幕信息知情人买卖股票情况自查报告的公告 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、准确性和完整性依法承担法律责任。 华虹半导体有限公司（以下简称"上市公司"或"华虹公司"）拟通过发行 股份的方式购买上海华虹（集团）有限公司、上海集成电路产业投资基金股份有 限公司、国家集成电路产业投资基金二期股份有限公司、上海国投先导集成电路 私募投资基金合伙企业（有限合伙）（以下简称"交易对方"）持有的上海华力 微电子有限公司（以下简称"标的公司"）97.4988%股权，并募集配套资金（以 下简称"本次交易"或"本次重组"）。 《中华人民共和国证券法》《上市公司重大资产重组管理办法》《公开发行 证券的公司信息披露内容与格式准则第 26 号——上市公司重大资产重组》《上 ...

每经AI快讯，港股芯片股今日回暖。截至发稿，澜起科技(06809.HK)涨52.31%，报162.8港元；兆易创 新(03986.HK)涨10.5%，报311.4港元；华虹半导体(01347.HK)涨5.89%，报105.1港元；中芯国际 (00981.HK)涨4.29%，报70.5港元。 ...