Group 1 - On July 24, 2025, SMIC (00981), Alibaba-W (09988), and Tencent Holdings (00700) ranked as the top three companies by trading volume in the southbound trading of the Stock Connect, with trading volumes of 4.395 billion, 3.061 billion, and 2.944 billion respectively [1] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), SMIC (00981), and Alibaba-W (09988) also ranked as the top three, with trading volumes of 2.138 billion, 1.961 billion, and 1.635 billion respectively [1] Group 2 - In the southbound trading of the Stock Connect, the top active companies included SMIC (00981) with a trading amount of 4.395 billion and a net buy of -0.684 billion, Alibaba-W (09988) with a trading amount of 3.061 billion and a net buy of -0.373 billion, and Tencent Holdings (00700) with a trading amount of 2.944 billion and a net buy of +0.381 billion [2] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700) had a trading amount of 2.138 billion with a net buy of +0.158 billion, SMIC (00981) had a trading amount of 1.961 billion with a net buy of +0.667 billion, and Alibaba-W (09988) had a trading amount of 1.635 billion with a net buy of +0.178 billion [2]

智通财经APP获悉，7月24日港股市场，北水成交净买入37.19亿港元，其中港股通(沪)成交净买入21.52 亿港元，港股通(深)成交净买入15.67亿港元。 北水净买入最多的个股是腾讯(00700)、港交所(00388)、华虹半导体(01347)。北水净卖出最多的个股是 小米集团-W(01810)、阿里巴巴-W(09988)、华新水泥(06655)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 | 18.56亿 | 25.40亿 | 43.95亿 | | HK 00981 | | | -6.84 乙 | | 阿里巴巴-W | 13.44 Z | 17.17 乙 | 30.61亿 | | HK 09988 | | | -3.73 乙 | | 腾讯控股 | 16.63 亿 | 12.82 乙 | 29.44 Z | | HK 00700 | | | +3.81 乙 | | 美团-W | 11.75亿 | 11.79 乙 | 23.54亿 | | HK 03890 | | | -362.73万 | | 中国中 ...

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 中國上海，二零二五年七月二十四日 1 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） （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八月七日 （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四月一日至六月三十日止 三個月期間的第二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 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 ...

二、说明会召开的时间、地点 说明会将于 2025 年 8 月 7 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 | A | 股代码：688347 | A 股简称：华虹公司 | 公告编号：2025-017 | | --- | --- | --- | --- | | 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 年第二季度业绩说明会的预告公告 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。 重要事项提示： 一、说明会类型 华虹半导体有限公司（以下简称"公司"）将于 2025 年 8 月 7 日交易时段后 披 露 公 司 2025 年 第 二 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 8 月 ...

港股芯片股多数走强，ASMPT(00522.HK)涨超9%，华虹半导体(01347.HK)涨超7%，中芯国际 (00981.HK)涨超5%，上海复旦(01385.HK)涨超4%。 ...

Group 1 - The A-share semiconductor industry chain is experiencing a significant upward trend, particularly in the photolithography machine sector [1] - Dongfang Jiasheng has reached the daily limit increase, while Maolai Optics and Zhongying Electronics have risen nearly 10% [1] - Other companies such as Huicheng Zhenkong, Shanghai Xinyang, Huahong Company, Kaimete Gas, and SMIC are also seeing gains [1]

Core Viewpoint - The semiconductor industry is experiencing a significant upward trend, particularly in the photolithography equipment sector, with companies like Dongfang Jiasheng reaching their daily limit increase in stock price [1] Group 1: Market Performance - The semiconductor supply chain saw a notable rise, with Dongfang Jiasheng hitting the daily limit increase and other companies such as Maolai Optics and Zhongying Electronics rising nearly 10% [1] - Other companies in the sector, including Huicheng Vacuum, Shanghai Xinyang, Huahong Company, Kaimeteqi, and SMIC, also experienced stock price increases [1] Group 2: Industry Forecast - SEMI (Semiconductor Equipment and Materials International) predicts that the total sales of semiconductor manufacturing equipment by original equipment manufacturers (OEMs) will reach a record high of $125.5 billion by 2025, representing a year-on-year growth of 7.4% [1]

Core Insights - Public funds continued to increase their holdings in Hong Kong stocks in Q2 2025, with the market value of Hong Kong stocks in the sample of actively managed equity funds rising to 20.0%, up from 19.2% in Q1 2025 [6][10] - The increase in holdings was primarily in small and medium-sized Hong Kong stocks, with the Hang Seng Small Cap Index's component stocks' market value share in the total Hong Kong stock holdings of funds increasing by 5.6 percentage points [6][10] - Sector-wise, public funds mainly increased their positions in the pharmaceutical, light manufacturing, non-bank financials, and banking sectors, corresponding to themes of innovative drugs, new consumption, and dividends [6][10] Fund Holdings Analysis - The report indicates a significant shift in fund holdings, with a reduction in the technology sector, particularly in internet and automotive stocks, which had previously seen substantial gains [6][10] - The technology sector's market value share in fund holdings decreased by 3.7 percentage points, while the media and retail sectors also saw declines [10][12] - Conversely, the consumer sector saw an increase of 3.8 percentage points in market value share, indicating a strategic pivot towards consumer-related investments [10][12] Specific Stock Movements - Notable changes in specific stock holdings include Tencent Holdings decreasing from 21.5% to 17.8%, while Alibaba's share dropped from 10.6% to 6.3% [12] - In contrast, stocks like Kuaishou and Pop Mart saw increases in their holdings, reflecting a shift towards emerging consumer brands [12] - The report highlights a significant increase in holdings for companies like Xinda Biopharmaceuticals, which rose from 1.2% to 3.5%, indicating a growing interest in innovative healthcare solutions [12]

| 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 0 | 25130.03 | +135.89 | 0.54% | | 800100 | 国企指数 | | 9075.60 | +35.40 | 0.39% | | 800700 | 恒生科技指数 | | 5606.83 | +21.33 | 0.38% | 盘面上，大型科技股多数继续上涨行情，其中，快手涨近2%，百度涨1.38%，腾讯、小米、网易、阿里巴巴均上涨，美团、京东走低。 受相关传闻影响，煤炭股午后异动拉升上扬，蒙古焦煤涨11.55%，兖矿能源、南戈壁涨超9%，中煤能源、中国神华皆强势。 基建类股全天表现活跃，尤其是高铁基建股涨幅明显，中国交通建设涨7.57%领衔，中国铁建、中国中车、中国中铁齐涨。 汽车股、光伏股、半导体股、海运股、电力股、钢铁股、黄金股等有色金属股纷纷上涨。 今日，港股三大指数全天呈现窄幅震荡行情，盘中均刷新阶段新高，且都录得连涨行情，市场做多情绪稳步攀升。 截止收盘，恒生指数涨0.54%突破年内高点，创20 ...

Group 1 - The Shanghai Stock Exchange National New Sci-Tech Board State-Owned Enterprise Index (950253) opened lower and fluctuated, down 0.2% to 1005.02 points, with a trading volume of 13.477 billion [1] - The index has increased by 4.39% in the past month, 3.81% in the past three months, and 3.52% year-to-date [1] - The index reflects the overall performance of state-owned enterprises listed on the Sci-Tech Board, selected from state-owned companies or those with state capital participation without actual control [1] Group 2 - The top ten weightings in the index are: Huahai Qingke (5.82%), Huaron Micro (5.27%), SMIC (5.04%), Haiguang Information (4.94%), Western Superconducting (4.83%), Huahong Semiconductor (4.59%), Zhongwei Company (4.48%), Guodun Quantum (3.53%), Jinghe Integrated (3.43%), and Zhongke Star Map (3.06%) [1] - The index's holdings are entirely from the Shanghai Stock Exchange, with a sector breakdown of 54.74% in Information Technology, 28.72% in Industry, 8.98% in Materials, 5.15% in Communication Services, and 2.41% in Healthcare [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made under special circumstances [2] - Companies that are delisted or undergo mergers, acquisitions, or splits are processed according to calculation and maintenance guidelines [2]