GUOTAI JUNAN I(01788)

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北水成交净买入122.07亿 内资继续加仓港股ETF 抢筹盈富基金超37亿港元
Zhi Tong Cai Jing· 2025-08-01 19:25
Group 1 - On August 1, the Hong Kong stock market saw a net inflow of 12.207 billion HKD from northbound trading, with 5.575 billion HKD from the Shanghai Stock Connect and 6.632 billion HKD from the Shenzhen Stock Connect [2] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Xiaomi Group-W (01810), while the most sold stocks were Innovent Biologics (01801), Alibaba-W (09988), and SMIC (00981) [2][8] - Xiaomi Group-W reported over 30,000 vehicle deliveries in July, attributed to increased production capacity, with expectations of 400,000 to 500,000 vehicle sales by 2025 [6] Group 2 - In the technology sector, Tencent (00700), Meituan-W (03690), and Kuaishou-W (01024) saw net inflows of 8.36 billion, 7.66 billion, and 2.02 billion HKD respectively, while Alibaba-W faced a net outflow of 2.02 billion HKD [7] - InnoCare Pharma (02577) received a net inflow of 3.63 billion HKD after being listed as a partner by NVIDIA for its 800V DC power architecture, which is designed for AI data centers [7] - The overall sentiment in the Hong Kong market remains positive, with expectations of a structural uptrend driven by improving fundamentals and policy outlook [6][7]
香港《稳定币条例》正式实施,沾“币”即涨的“十倍股”!稳定币泡沫化,监管喊话“降温”
Sou Hu Cai Jing· 2025-08-01 13:52
Core Points - The Hong Kong "Stablecoin Regulation" has officially come into effect, establishing the world's first comprehensive regulatory framework for fiat-backed stablecoins [2][6] - The implementation of the regulation is seen as a milestone for the sustainable development of Hong Kong's stablecoin and digital asset ecosystem, igniting investment enthusiasm in the capital markets [3][20] - Despite the positive outlook, many companies are still in the early stages of stablecoin-related business and have not yet generated actual performance [3][17] Regulation Details - The regulation requires any institution issuing or promoting fiat stablecoins in Hong Kong to operate under a license, with severe penalties for non-compliance [7] - The initial licensing process is expected to issue only a limited number of licenses, with stringent requirements including a minimum paid-up capital of HKD 25 million and sufficient liquid assets [7][10] - The Hong Kong Monetary Authority (HKMA) plans to launch a "Stablecoin Issuer Sandbox" in March 2024 to allow participants to demonstrate feasible stablecoin issuance processes [8] Market Performance - The stablecoin index has risen by 60% year-to-date as of August 1, with several stablecoin concept stocks in both A-shares and Hong Kong stocks seeing significant price increases [3][14] - Notable stocks include Hengbao Co., Sifang Jingchuang, and Jingbeifang, which have doubled in price this year [3][15] - However, on the day the regulation was implemented, many stablecoin concept stocks experienced a decline, indicating market volatility [3][17] Future Outlook - The total market capitalization of stablecoins has exceeded USD 260 billion, with projections suggesting it could reach USD 3.7 trillion by 2030 [4][20] - Major companies like Ant Group and JD.com are expected to apply for stablecoin licenses, leveraging their blockchain technology and application scenarios [9][10] - The cautious approach of the HKMA in issuing licenses may lead to disappointment among many applicants, as only a few licenses are anticipated in the initial phase [10][17] Risks and Concerns - The market has shown signs of over-excitement regarding stablecoins, with concerns about the potential for excessive conceptualization and bubble formation [16][17] - Instances of illegal financial activities related to stablecoins have been reported, highlighting the need for regulatory vigilance [18][19]
英诺赛科近一个月首次上榜港股通成交活跃榜





Zheng Quan Shi Bao Wang· 2025-08-01 13:48
Core Viewpoint - On August 1, InnoCare Pharma made its debut on the Hong Kong Stock Connect active trading list, marking its first appearance in the past month, with significant trading volume and a notable price increase [1] Trading Activity Summary - The total trading volume of active stocks on the Hong Kong Stock Connect reached 38.767 billion HKD, accounting for 29.03% of the total trading amount on that day, with a net buying amount of 9.016 billion HKD [1] - Tencent Holdings led the trading volume with 5.412 billion HKD, followed closely by InnoCare Pharma and Alibaba-W, with trading amounts of 4.391 billion HKD and 4.390 billion HKD respectively [1] Stock Performance Summary - InnoCare Pharma recorded a trading volume of 4.391 billion HKD on August 1, with a net buying amount of 0.364 billion HKD, and its stock price surged by 30.91% on that day [1] - The stocks with the highest frequency of appearance on the active trading list over the past month were Alibaba-W and Tencent Holdings, each appearing 23 times, indicating strong interest from Hong Kong Stock Connect investors [1]

港股通8月1日成交活跃股名单
Zheng Quan Shi Bao Wang· 2025-08-01 13:45
Market Overview - On August 1, the Hang Seng Index fell by 1.07%, with southbound trading totaling HKD 1,335.36 billion, comprising HKD 728.72 billion in buying and HKD 606.64 billion in selling, resulting in a net buying amount of HKD 122.07 billion [1] Southbound Trading Details - Southbound trading through the Stock Connect (Shenzhen) recorded a total trading amount of HKD 507.42 billion, with net buying of HKD 66.32 billion, while the Stock Connect (Shanghai) had a total trading amount of HKD 827.94 billion and net buying of HKD 55.75 billion [1] - The most actively traded stock by southbound funds was Tencent Holdings, with a total trading amount of HKD 54.12 billion, followed by InnoCare Pharma and Alibaba Group, with trading amounts of HKD 43.91 billion and HKD 43.90 billion, respectively [1] Net Buying and Selling Analysis - The top net buying stocks included the Tracker Fund of Hong Kong with a net buying amount of HKD 37.44 billion, followed by Hang Seng China Enterprises with HKD 17.20 billion and Xiaomi Group with HKD 10.99 billion [1] - The stock with the highest net selling was Innovent Biologics, with a net selling amount of HKD 4.02 billion, while Alibaba Group and SMIC experienced net selling of HKD 2.02 billion and HKD 1.77 billion, respectively [1] Continuous Net Buying Stocks - Among the stocks that have seen continuous net buying for more than three days, Tencent Holdings, Xiaomi Group, and Meituan had the longest streaks, with 7 days, 6 days, and 3 days of net buying, respectively [2] - The highest net buying amounts during this period were for Xiaomi Group at HKD 41.36 billion, followed by Tencent Holdings at HKD 35.42 billion and Meituan at HKD 26.12 billion [2] Active Stocks on August 1 - The following stocks were highlighted for their trading activity on August 1: - Tracker Fund of Hong Kong: Total trading amount HKD 376.30 million, net buying HKD 374.44 million, price change -1.11% - Hang Seng China Enterprises: Total trading amount HKD 221.46 million, net buying HKD 171.97 million, price change -0.95% - Xiaomi Group: Total trading amount HKD 399.61 million, net buying HKD 109.92 million, price change +0.47% - Tencent Holdings: Total trading amount HKD 541.21 million, net buying HKD 83.62 million, price change -2.73% [2]
资金动向 | 内资疯抢港股!连日超百亿净买入,加仓小米、腾讯、美团
Xin Lang Cai Jing· 2025-08-01 11:22
Group 1 - Southbound funds recorded a net inflow of HKD 12.207 billion, marking the fourth consecutive day of net inflows exceeding HKD 10 billion [1] - Notable net purchases included the Tracker Fund of Hong Kong (HKD 3.744 billion), China Enterprises Index (HKD 1.72 billion), and Xiaomi Group (HKD 1.099 billion) [1] - Southbound funds have consistently net purchased Tencent for 7 days, totaling HKD 3.5417 billion, and Xiaomi for 6 days, totaling HKD 4.13539 billion [3] Group 2 - Xiaomi Group's chairman Lei Jun announced that the company delivered over 30,000 vehicles in July and plans to open 18 new stores in August, expanding its presence to 352 stores across 97 cities [4] - InnoCare Pharma announced a partnership with NVIDIA to promote the large-scale implementation of an 800 VDC power architecture in AI data centers, which significantly enhances system efficiency and reliability [4] - Stone Pharmaceutical completed a transaction with Madrigal involving a GLP-1 small molecule drug with an upfront payment of USD 120 million and potential milestone payments of up to USD 1.955 billion [4] Group 3 - The Hong Kong Monetary Authority's stablecoin licensing regime officially took effect on August 1, with expectations of a limited number of initial licenses being issued [5] - BlackRock reduced its stake in Innovent Biologics from 5.19% to 4.69% as the company registered a Phase II clinical trial for IBI363, indicating confidence in its new generation immunotherapy [5] - UBS forecasts a 36% year-on-year revenue growth for Innovent Biologics in the first half of the year, projecting the company to achieve breakeven [5]
北水成交净买入122.07亿 内资继续加仓港股ETF 抢筹盈富基金(02800)超37亿港元
Zhi Tong Cai Jing· 2025-08-01 11:21
Group 1 - On August 1, the Hong Kong stock market saw a net inflow of 12.207 billion HKD from northbound trading, with 5.575 billion HKD from the Shanghai Stock Connect and 6.632 billion HKD from the Shenzhen Stock Connect [2] - The most bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Xiaomi Group-W (01810), while the most sold stocks were Innovent Biologics (01801), Alibaba-W (09988), and SMIC (00981) [2] - The Tracker Fund of Hong Kong received a net inflow of 37.44 billion HKD, Hang Seng China Enterprises received 17.19 billion HKD, and Southern Hang Seng Technology (03033) received 8.55 billion HKD [5] Group 2 - Xiaomi Group-W (01810) saw a net inflow of 8.55 billion HKD, with the chairman announcing that July's car deliveries exceeded 30,000 units due to increased production capacity [6] - Tencent (00700), Meituan-W (03690), and Kuaishou-W (01024) received net inflows of 8.36 billion HKD, 7.66 billion HKD, and 2.02 billion HKD respectively, while Alibaba-W (09988) faced a net outflow of 2.02 billion HKD [6] - Innovent Biologics (02577) received a net inflow of 3.63 billion HKD after being listed as a partner by NVIDIA for its 800V direct current power architecture [7] Group 3 - Guotai Junan International (01788) experienced a net outflow of 48.99 million HKD amid the implementation of the stablecoin regulatory framework in Hong Kong [8] - Other stocks that saw net inflows included CSPC Pharmaceutical Group (01093) with 2.52 billion HKD and Giant Legend (06683) with 6.55 million HKD, while Innovent Biologics (01801) and SMIC (00981) faced net outflows of 4.02 billion HKD and 1.77 billion HKD respectively [8]
智通港股通活跃成交|8月1日
智通财经网· 2025-08-01 11:01
Group 1 - On August 1, 2025, InnoCare Pharma (02577), Tencent Holdings (00700), and Alibaba Group-W (09988) ranked as the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 3.333 billion, 3.023 billion, and 2.736 billion respectively [1] - In the Southbound Stock Connect, Tencent Holdings (00700), Yingfu Fund (02800), and Southern Hang Seng Technology (03033) were the top three companies by trading volume, with transaction amounts of 2.389 billion, 2.076 billion, and 1.854 billion respectively [1] Group 2 - The top ten active companies in the Southbound Stock Connect included InnoCare Pharma (02577) with a transaction amount of 3.333 billion and a net buying amount of +320 million, Tencent Holdings (00700) with 3.023 billion and +102 million, and Alibaba Group-W (09988) with 2.736 billion and -416 million [2] - In the Southbound Stock Connect, Tencent Holdings (00700) had a transaction amount of 2.389 billion and a net buying amount of +734 million, Yingfu Fund (02800) had 2.076 billion and +2069 million, and Southern Hang Seng Technology (03033) had 1.854 billion and +856 million [2]
港股收盘 | 恒指收跌1.07% 稳定币概念大幅回落 英诺赛科大涨30%
Zhi Tong Cai Jing· 2025-08-01 08:55
港股8月开局不利,三大指数继续承压走低,尾盘跌幅有所扩大。截止收盘,恒生指数跌1.07%或265.52 点,报24507.81点,大市交投缩减,全日成交额为2546.74亿港元;恒生国企指数跌0.88%,报8804.42 点;恒生科技指数跌1.02%,报5397.4点。全周来看,恒指累跌3.47%,国指累跌3.78%,恒科指累跌 4.94%。 东吴证券指出,往后看,市场担心海外风险上行。一是,美元资产继续上涨,或会导致全球资金减少对 中国资产的关注;二是,对等关税截止日临近,市场预期关税博弈更偏向税率"缓"+"降"。交银国际认 为,港股市场当前流动性状态仍较为充裕,估值水平保持合理,适度的市场拥挤度也为投资者提供了较 为理想的配置窗口。 蓝筹股表现 5.71港元。 1.个别快递股逆市走高。截至收盘,中通快递-W(02057)涨7.44%,报163.2港元;极兔速递-W(01519)涨 2.52%,报10.58港元。 7月29日,国家邮政局召开快递企业座谈会,就依法依规治理行业"内卷式"竞争,强化农村地区领取快 件违规收费等突出问题整治,促进行业高质量发展进行座谈交流。据现代物流报,7月17日义乌邮管局 已率先 ...
国泰君安国际(01788) - 截至二零二五年七月三十一日止月份之股份发行人的证券变动月报表
2025-08-01 08:51
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年7月31日 | 狀態: | 新提交 | | --- | --- | --- | --- | | 致:香港交易及結算所有限公司 | | | | | 公司名稱: | 國泰君安國際控股有限公司 | | | | 呈交日期: | 2025年8月1日 | | | | I. 法定/註冊股本變動 不適用 | | | | FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01788 | 說明 | 股份 | | | | | | | | 已發行股份(不包括庫存股份)數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 9,518,994,707 | | 0 | | 9,518,994,707 | | ...
国泰君安国际(01788)下跌10.0%,报5.76元/股
Jin Rong Jie· 2025-08-01 08:12
本文源自:金融界 作者:行情君 8月1日,国泰君安国际(01788)盘中下跌10.0%,截至15:49,报5.76元/股,成交23.06亿元。 国泰君安国际控股有限公司是一家立足香港,通过新加坡和越南推动东南亚发展的中资证券公司,主要 业务包括经纪、企业融资、资产管理、贷款及融资、金融产品、做市及投资等七大类。公司已从传统的 经纪型证券公司转型为以多元化业务为主导的大型综合金融服务商,业务覆盖个人金融(财富管理)、 机构金融(机构投资者服务与企业融资服务)与投资管理三大维度。 截至2024年年报,国泰君安国际营业总收入41.0亿元、净利润3.22亿元。 ...