Group 1 - On December 24, 2025, SMIC (00981), Alibaba-W (09988), and China Mobile (00941) were the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 2.939 billion, 1.946 billion, and 1.041 billion respectively [1][2] - In the Shenzhen-Hong Kong Stock Connect, SMIC (00981), Alibaba-W (09988), and Tencent Holdings (00700) also ranked as the top three companies by trading volume, with transaction amounts of 1.678 billion, 1.074 billion, and 0.916 billion respectively [1][2] Group 2 - In the Southbound Stock Connect, the top ten active trading companies included SMIC (00981) with a net buying amount of 65.43 million, while Alibaba-W (09988) and China Mobile (00941) had net selling amounts of 1.57 billion and 513 million respectively [2] - In the Shenzhen-Hong Kong Stock Connect, SMIC (00981) had a net buying amount of 425 million, while Alibaba-W (09988) and Tencent Holdings (00700) recorded net selling amounts of 1.31 billion and 553 million respectively [2]

南向资金今日净卖出11.75亿港元，中国移动、腾讯控股、阿里巴巴-W分别遭净卖出7.11亿港元、6.11亿 港元、2.88亿港元。净买入方面，中芯国际、农业银行、华虹半导体净买入额位列前三，分别获净买入 4.91亿港元、1.75亿港元、1.06亿港元。 (本文来自第一财经) ...

英大碳中和混合A（015724）基金经理为张媛、党晶。 截至发稿，张媛累计任职时间7年338天，现任基金资产总规模6.94亿元，任职期间最佳基金回报 190.51%， 任职期间最差基金回报-1.54%。 党晶累计任职时间35天，现任基金资产总规模3006万元，任职期间最佳基金回报10.12%， 任职期间最 差基金回报10.08%。 12月24日，华虹公司涨5.01%，截至发稿，报110.47元/股，成交23.15亿元，换手率5.23%，总市值 1917.76亿元。华虹公司股价已经连续3天上涨，区间累计涨幅5.33%。 资料显示，华虹半导体有限公司位于上海张江高科技园区哈雷路288号,香港中环夏悫道12号美国银行中 心2212室，成立日期2005年1月21日，上市日期2023年8月7日，公司主营业务涉及华虹半导体有限公司 是一家主要从事特色工艺晶圆代工的中国投资控股公司。该公司提供包括嵌入式/独立式非易失性存储 器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配套服务。该公司还 从事提供包括知识产权（IP）设计、测试等配套服务。该公司主要在国内市场从事其业务。主营业务收 入构成为：集成电 ...

12月24日，华虹公司涨5.01%，截至发稿，报110.47元/股，成交23.15亿元，换手率5.23%，总市值 1917.76亿元。华虹公司股价已经连续3天上涨，区间累计涨幅5.33%。 资料显示，华虹半导体有限公司位于上海张江高科技园区哈雷路288号,香港中环夏悫道12号美国银行中 心2212室，成立日期2005年1月21日，上市日期2023年8月7日，公司主营业务涉及华虹半导体有限公司 是一家主要从事特色工艺晶圆代工的中国投资控股公司。该公司提供包括嵌入式/独立式非易失性存储 器、功率器件、模拟与电源管理、逻辑与射频等多元化特色工艺平台的晶圆代工及配套服务。该公司还 从事提供包括知识产权（IP）设计、测试等配套服务。该公司主要在国内市场从事其业务。主营业务收 入构成为：集成电路晶圆代工94.60%，其他4.78%，租赁收入0.62%。 从基金十大重仓股角度 数据显示，国联安基金旗下1只基金重仓华虹公司。国联安新科技混合（007305）三季度持有股数3万 股，占基金净值比例为4.24%，位居第三大重仓股。根据测算，今日浮盈赚取约15.81万元。连续3天上 涨期间浮盈赚取15.96万元。 国联安新科技混合（ ...

Core Viewpoint - Semiconductor industry is experiencing increased demand driven by mobile applications and AI, leading to price hikes in wafer foundry services, with SMIC implementing a 10% price increase on some capacities [1] Group 1: Price Increases and Demand - SMIC has raised prices on certain capacities by approximately 10%, with expectations for quick implementation [1] - The increase in demand for chips is attributed to the growth in mobile applications and AI, alongside rising raw material costs [1] - TSMC is consolidating its 8-inch capacity and plans to shut down some production lines by the end of 2027, which may lead to further price increases in wafer foundry services [1] Group 2: TSMC's Challenges - TSMC's mature process capacity utilization is impacted by the rise of China's mature processes, with its Kumamoto factory facing losses due to declining demand from major Japanese automakers [1] - TSMC's Kumamoto factory, which focuses on 28nm processes for automotive chips, has seen low capacity utilization and increasing losses [1] - TSMC plans to shift its future Kumamoto factory construction from 6nm to 2nm processes to cater to clients like NVIDIA and AMD for AI chips [1] Group 3: Capacity Utilization and Revenue Growth - SMIC's capacity utilization rose from 92.5% in Q2 to 95.8% in Q3, equating to a monthly capacity of one million 8-inch wafers [3] - Huahong Semiconductor also reported high utilization at 109.5% in Q3, shipping approximately 1.4 million 8-inch wafers [3] - Both companies experienced significant revenue growth in Q3, with SMIC reporting revenue of 17.162 billion yuan (up 6.9% quarter-on-quarter) and a net profit of 1.517 billion yuan (up 43.1% year-on-year) [3] - Huahong Semiconductor achieved a record high revenue of $635.2 million in Q3, reflecting a year-on-year growth of 20.7% [3] Group 4: Market Position and Future Outlook - By Q3 2025, SMIC is projected to hold a 5.1% market share, ranking third globally in wafer foundry sales, while Huahong Semiconductor is expected to rank sixth with a 2.6% market share [3] - SMIC's CEO noted that the industry is undergoing rapid changes, with ongoing inventory replenishment and increased output, despite a seasonal slowdown in Q4 [4] - The average selling price for SMIC's products increased by 3.8% quarter-on-quarter due to the complexity of products being shipped [4]

本文源自：金融界AI电报 港股光通讯概念股回升，剑桥科技(06166.HK)涨超8%，华虹半导体(01347.HK)、长飞光纤光缆 (06869.HK)、汇聚科技(01729.HK)等个股跟涨。 ...

每经AI快讯，12月24日，港股芯片股盘初走高，中芯国际涨超5%，华虹半导体涨超3%，上海复旦、英 诺赛科等跟涨。 （文章来源：每日经济新闻） ...

本文源自：金融界AI电报 港股芯片股盘初走高，中芯国际(00981.HK)涨超5%，华虹半导体(01347.HK)涨超3%，天域半导体 (02658.HK)、上海复旦(01385.HK)、英诺赛科(02577.HK)等个股跟涨。 ...

在净流出比方面，万国黄金集团-旧（02979）、新意网集团（01686）、瑞安房地产（00272） 以-100.00%、-71.51%、-71.45%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 小米集团-W(01810) | 9.04 亿 | 17.60% | 40.200（-2.47%） | | 美团-W(03690) | 4.76 亿 | 20.69% | 101.400（+0.10%） | | 长飞光纤光缆(06869) | 3.56 亿 | 12.70% | 46.200（-0.69%） | | 中国平安(02318) | 3.38 亿 | 21.05% | 65.200（+0.23%） | | 香港交易所(00388) | 3.28 亿 | 23.93% | 401.800（+0.85%） | | 招商银行(03968) | 2.18 亿 | 21.13% | 50.600（+2.43%） | | 农业银行(01288) | 2.08 亿 | 20.86% | 5.500（+1.29%） ...

证券时报·数据宝统计显示，12月22日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交 315.99亿港元，占当日港股通成交金额的35.82%，净买入金额17.47亿港元。 上榜的成交活跃股中，阿里巴巴-W成交额为63.20亿港元，成交金额居首；其次是中芯国际、小米集团- W，成交金额分别为56.70亿港元、40.84亿港元。 以上榜次数统计，12月22日上榜个股中，近一个月上榜次数最多的是阿里巴巴-W、腾讯控股等，近一 个月均上榜21次，最受港股通资金关注。 石药集团为近一个月首次上榜，当日港股通成交额为5.84亿港元，成交净买入0.16亿港元，该股当日收 盘上涨0.61%。（数据宝） 12月22日上榜港股通成交活跃榜个股中，石药集团为近一个月首次上榜。 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 次数 | （港元） | （%） | | 00700 | 腾讯控股 | 38.08 | 5.97 | 21 | ...