香港联交所最新数据显示，12月18日，Alibaba Group Holding Limited减持红星美凯龙（01528）2114.36 万股，每股作价1.2949港元，总金额约为2737.885万港元。减持后最新持股数目约为4236.04万股，最新 持股比例为5.71%。 来源：新浪港股 ...

香港联交所最新数据显示，12月18日，Alibaba Group Holding Limited减持红星美凯龙（01528）2114.36 万股，每股作价1.2949港元，总金额约为2737.885万港元。减持后最新持股数目约为4236.04万股，最新 持股比例为5.71%。 责任编辑：卢昱君 香港联交所最新数据显示，12月18日，Alibaba Group Holding Limited减持红星美凯龙（01528）2114.36 万股，每股作价1.2949港元，总金额约为2737.885万港元。减持后最新持股数目约为4236.04万股，最新 持股比例为5.71%。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

首程控股(00697)、百心安-B(02185)、红星美凯龙(01528)、汇德收购-Z(07841)、金地商置(00535)于2025 年12月19日进行了最新股东权益披露。 备注：持股数变动有可能因供股、合股、拆股等情况引起，请注意对照实际情况进行辨别。 | 股票名称 | 机构名称 | 性 | 变动前持 | 变动后持 | 持股比 | | --- | --- | --- | --- | --- | --- | | | | 质 | 股 | 股 | | | 首程控股 | | 好 | 100.00 万 | 110.00 万 | 0.01%(最新) 0.01% | | (00697) | 赵天旸 | 仓 | 股 | 股 | (前次) | | 首程控股 | | 好 | 130.00 万 | 150.00 万 | 0.02%(最新) 0.02% | | (00697) | 许华杰 | 仓 | 股 | 股 | (前次) | | 百心安 | | 好 | 8513.77 | 8514.77 | 36.12%(最新) 36.12% | | B(02185) | Wang Philip Li | 仓 | 万股 | 万股 | (前 ...

Group 1 - Significant inflow of funds into stocks such as Lion Group Holdings (02562), China Merchants Hengsheng Technology (03423), GX Hengsheng High Dividend (03110), Red Star Macalline (01528), and Haotian International Construction Investment (01341) with five-day holding ratio changes of 3.60%, 2.82%, 2.18%, 2.04%, and 1.74% respectively [1] - Notable outflow of funds from stocks including Yangtze Optical Fibre and Cable (06869), Chifeng Jilong Gold Mining (06693), First Tractor Company (00038), China Galaxy Securities (06881), and Hua Hong Semiconductor (01347) with five-day holding ratio changes of -9.25%, -3.01%, -1.52%, -0.99%, and -0.80% respectively [1] Group 2 - The net inflow amounts for the top five inflow stocks are as follows: Lion Group Holdings with 20.201 million, China Merchants Hengsheng Technology with 2.636 million, Red Star Macalline with 57.713 million, and Haotian International Construction Investment with -6.973 million [2] - The net outflow amounts for the top five outflow stocks are as follows: Yangtze Optical Fibre and Cable with -165.974 million, Chifeng Jilong Gold Mining with -158.936 million, China Galaxy Securities with -582.632 million, and Hua Hong Semiconductor with -1654.157 million [2]

Group 1 - Alibaba has accelerated the divestment of external assets, having reduced its holdings in three listed companies within a week [1][2] - On December 17, Alibaba's shareholders reduced their stake in Huayi Brothers by 29,526,820 shares, decreasing their ownership from 6.06% to 5% [1] - On the same day, Alibaba Network completed a share reduction of 12,549,000 shares in Aojie Technology, representing 3% of the total share capital, with a total transaction value of 1.056 billion yuan [1] Group 2 - Alibaba's subsidiary, Taobao Holdings, reduced its stake in Red Star Macalline by 41,646,600 shares, which is 0.96% of the total share capital, bringing their ownership down from 7.33% to 6.37% [1] - As of December 18, Alibaba's latest holding in Red Star Macalline is 5.71% [1] - Earlier, on December 10, Meinian Health announced plans for a share reduction of up to 3% of its total share capital by Alibaba's subsidiary [2] Group 3 - A significant trend is that Alibaba's external investments are increasingly focused on the AI sector, with investments in AI rising from 4% to 50% of total investments after 2023 [4] - Alibaba has been actively investing in embodied intelligence, with several investments made throughout the year, including in companies like Beijing Xingdong Jiyuan Technology [4] - The CEO of Alibaba has indicated that the future may see more agents and robots than the global population, highlighting the importance of embodied intelligence in Alibaba's future AI applications [5] Group 4 - Alibaba is increasing its investment in its core businesses, including e-commerce and Alibaba Cloud, with a reported net cash flow from operating activities of 10.099 billion yuan, a 68% decrease year-on-year [5] - The company reported a free cash flow outflow of 21.840 billion yuan, contrasting with a net inflow of 13.735 billion yuan in the same period of 2024, indicating significant cash expenditures in the competitive landscape and AI infrastructure [5]

"截至2025年11月，以旧换新政策带动家电换新超1.28亿台，一级能效家电占比超90%。"近日，记 者从红星美凯龙2025年度家电融合发展思享会上获悉。 当前，家电行业正处于从规模扩张向质量效益转型的关键期，呈现显著的前置化、智能化、绿色化 升级趋势。家电选择不再限于装修后期的功能补充，而是前置到户型设计、精装配套等环节。 上海交电家电商业行业协会秘书长葛森指出，近日，中央经济工作会议一锤定音，2026年"消费品 以旧换新"政策继续实施。后续政策的优化和精准发力，将有力推动绿色智能家电的消费潜力持续释 放。 红星美凯龙上海营发中心企划部长陈皓介绍，截至2025年12月12日，红星美凯龙上海地区电器经营 面积超过10万平方米，电器经营面积占比达11.4%，合作电器品牌达150个；截至11月30日，红星美凯 龙平台上，国补、市补带动电器品类销售47.6万单，带动销售金额达38.1亿元；同期，上海地区的销售 表现尤为亮眼，以25.7万单的订单量、23.1亿元的销售总额，是全国范围内政策促消费的典范区域。 红星美凯龙家居集团高级副总裁赵磊表示，虽然当前市场承压，但家电人依然充满干劲，对未来保 持信心。红星美凯龙将继 ...

Core Viewpoint - Alibaba Group Holding Limited has reduced its stake in Red Star Macalline (601828) by selling 21,143,600 shares at a price of HKD 1.2949 per share, totaling approximately HKD 27,378,850, resulting in a new holding of about 42,360,400 shares, representing 5.71% of the company [1] Summary by Category - **Share Reduction Details** - Alibaba sold 21,143,600 shares of Red Star Macalline at HKD 1.2949 per share [1] - The total amount raised from this sale is approximately HKD 27,378,850 [1] - **Post-Transaction Holdings** - After the sale, Alibaba's remaining shares in Red Star Macalline are approximately 42,360,400 [1] - The new ownership percentage of Alibaba in Red Star Macalline is 5.71% [1]

智通财经APP获悉，香港联交所最新数据显示，12月18日，Alibaba Group Holding Limited减持红星美凯 龙(01528)2114.36万股，每股作价1.2949港元，总金额约为2737.885万港元。减持后最新持股数目约为 4236.04万股，最新持股比例为5.71%。 ...

Group 1 - The core viewpoint of the news is that Red Star Macalline's stock has shown fluctuations, with a recent increase in price and notable trading activity, despite a year-to-date decline in stock value [1] - As of December 18, Red Star Macalline's stock price rose by 2.05% to 2.99 CNY per share, with a total market capitalization of 13.021 billion CNY [1] - The company has experienced a year-to-date stock price decline of 6.85%, but has seen a recent uptick of 5.65% over the last five trading days and 9.52% over the last twenty days [1] Group 2 - Red Star Macalline, established on June 18, 2007, and listed on January 17, 2018, operates in the home decoration and furniture retail sector, with a revenue composition of 73.44% from self-operated and leasing income [2] - For the period from January to September 2025, Red Star Macalline reported a revenue of 4.969 billion CNY, a year-on-year decrease of 18.62%, and a net profit attributable to shareholders of -3.143 billion CNY, down 66.55% year-on-year [2] - The company has distributed a total of 3.901 billion CNY in dividends since its A-share listing, with 348 million CNY distributed over the past three years [3]

Core Insights - The report highlights significant changes in the Hong Kong Stock Connect holdings, with notable increases for companies like 招商恆生科技 (China Merchants Hengsheng Technology), 昭衍新药 (Zhaoyan Pharmaceutical), and 红星美凯龙 (Red Star Macalline) [1][2] - Conversely, companies such as 赤峰黄金 (Chifeng Jilong Gold Mining), 第一拖拉机股份 (First Tractor Company), and 国富氢能 (Guofu Hydrogen Energy) experienced the largest decreases in holdings [1][2] Summary by Category Increase in Holdings - 招商恆生科技 (03423) saw an increase of 2.80%, bringing its latest holding ratio to 5.17% [2] - 昭衍新药 (06127) increased by 2.18%, with a current holding ratio of 57.49% [2] - 红星美凯龙 (01528) rose by 1.01%, now holding 51.58% [2] - Over the last five trading days, 红星美凯龙 (01528) had the highest increase at 7.49%, with a holding ratio of 51.58% [3] - 招商恆生科技 (03423) and 昭衍新药 (06127) also saw significant increases of 3.76% and 3.57%, respectively [3] Decrease in Holdings - 赤峰黄金 (06693) experienced the largest decrease of -2.62%, with a holding ratio of 45.12% [2] - 第一拖拉机股份 (00038) decreased by -1.05%, now at 53.39% [2] - 国富氢能 (02582) saw a reduction of -0.90%, with a holding ratio of 19.12% [2] - Over the last five trading days, 招商证券 (06099) had the largest decrease at -4.28%, with a holding ratio of 23.96% [3] Long-term Trends - Over the past 20 days, 吉宏股份 (Jihong Co., Ltd.) had the highest increase at +20.90%, with a holding ratio of 54.71% [4] - The report also notes that 山东墨龙 (Shandong Molong Petroleum Machinery) had the largest decrease at -7.96%, with a holding ratio of 51.70% [4]