此外，国泰君安国际此前通过升级香港1号牌照为客提供虚拟资产交易服务。牌照升级后，客户将可在 国泰君安国际平台直接交易加密货币(如比特币、以太币等)、稳定币(如泰达币等)等虚拟资产。申万宏 源指出，除1号牌照外，9号牌照也可以升级，将虚拟资产纳入其投资范围，因此期待后续中资券商将在 港虚拟资产业务从代客交易延伸至资管业务领域。 国泰君安国际(01788)尾盘涨超10%，截至发稿，涨7.33%，报5.42港元，成交额19.16亿港元。 消息面上，国泰君安国际上月发布业绩预告，预计2025年上半年录得净利润5.15亿至5.95亿港元，较 2024年同期的净利润约1.97亿港元飙升161%至202%。该预期增长主要由于集团财富管理、企业融资、 资产管理及交易及投资等核心业务收入大幅上升。 本文源自智通财经网 ...

国泰君安国际(01788)尾盘涨超10%，截至发稿，涨7.33%，报5.42港元，成交额19.16亿港元。 此外，国泰君安国际此前通过升级香港1号牌照为客提供虚拟资产交易服务。牌照升级后，客户将可在 国泰君安国际平台直接交易加密货币(如比特币、以太币等)、稳定币(如泰达币等)等虚拟资产。申万宏 源指出，除1号牌照外，9号牌照也可以升级，将虚拟资产纳入其投资范围，因此期待后续中资券商将在 港虚拟资产业务从代客交易延伸至资管业务领域。 消息面上，国泰君安国际上月发布业绩预告，预计2025年上半年录得净利润5.15亿至5.95亿港元，较 2024年同期的净利润约1.97亿港元飙升161%至202%。该预期增长主要由于集团财富管理、企业融资、 资产管理及交易及投资等核心业务收入大幅上升。 ...

Group 1 - The core viewpoint of the article highlights that Guotai Junan International (01788) experienced a significant stock price increase, rising over 10% at the close, with a current price of 5.42 HKD and a trading volume of 1.916 billion HKD [1] - The company has released a profit forecast indicating a projected net profit of 515 million to 595 million HKD for the first half of 2025, representing a substantial increase of 161% to 202% compared to approximately 197 million HKD in the same period of 2024 [1] - The expected growth in net profit is attributed to a significant rise in revenue from core businesses, including wealth management, corporate financing, asset management, and trading and investment [1] Group 2 - Guotai Junan International has upgraded its Hong Kong Type 1 license to offer virtual asset trading services, allowing clients to trade cryptocurrencies (such as Bitcoin and Ethereum) and stablecoins (like Tether) directly on its platform [1] - Additionally, there is potential for the upgrade of the Type 9 license, which could expand the investment scope to include virtual assets, indicating a future trend where Chinese brokerage firms may extend their virtual asset business from client trading to asset management [1]

8月12日，国泰君安国际(01788)盘中上涨5.15%，截至14:41，报5.31元/股，成交10.11亿元。 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。 本文源自：金融界 作者：行情君 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.70%, Green Power Environmental (01330) at 70.03%, and China Shenhua (01088) at 68.18% [1] - Tencent Holdings (00700), Alibaba-W (09988), and Kuaishou-W (01024) saw the largest increases in holding amounts over the last five trading days, with increases of +2.39 billion, +2.11 billion, and +1.60 billion respectively [1] - The largest decreases in holding amounts over the last five trading days were recorded by the Tracker Fund of Hong Kong (02800) at -7.82 billion, Hang Seng China Enterprises (02828) at -4.88 billion, and China Mobile (00941) at -1.34 billion [1] Hong Kong Stock Connect Latest Holding Ratios - China Telecom (00728): 10.368 billion shares, 74.70% holding ratio [1] - Green Power Environmental (01330): 0.283 billion shares, 70.03% holding ratio [1] - China Shenhua (01088): 2.303 billion shares, 68.18% holding ratio [1] - Other notable companies include Tianjin Chuangye Environmental (01065) at 64.43% and New天绿色能源 (00956) at 63.76% [1] Recent Increases in Holdings (Last 5 Trading Days) - Tencent Holdings (00700): +2.39 billion, +4.2595 million shares [1] - Alibaba-W (09988): +2.11 billion, +18.1194 million shares [1] - Kuaishou-W (01024): +1.60 billion, +20.1638 million shares [1] - Other companies with significant increases include China Shenhua (01088) and China Life (02628) [1] Recent Decreases in Holdings (Last 5 Trading Days) - Tracker Fund of Hong Kong (02800): -7.82 billion, -30.82404 million shares [1] - Hang Seng China Enterprises (02828): -4.88 billion, -5.35312 million shares [1] - China Mobile (00941): -1.34 billion, -1.54265 million shares [1] - Other companies with notable decreases include Southbound Hang Seng Technology (03033) and Guotai Junan International (01788) [1]

8月6日，国泰君安国际(01788)盘中下跌2.65%，截至10:31，报5.15元/股，成交3.0亿元。 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。 作者：行情君 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。 本文源自：金融界 ...

Market Overview - On August 5, the Hang Seng Index rose by 0.68%, with total southbound trading amounting to HKD 129.701 billion, including buy transactions of HKD 76.563 billion and sell transactions of HKD 53.138 billion, resulting in a net buy of HKD 23.426 billion [1] Southbound Trading Details - The southbound trading through Stock Connect (Shenzhen) had a total trading amount of HKD 47.198 billion, with buy transactions of HKD 28.343 billion and sell transactions of HKD 18.854 billion, leading to a net buy of HKD 9.489 billion [1] - The southbound trading through Stock Connect (Shanghai) had a total trading amount of HKD 82.504 billion, with buy transactions of HKD 48.220 billion and sell transactions of HKD 34.284 billion, resulting in a net buy of HKD 13.936 billion [1] Active Stocks - The most actively traded stock by southbound funds was the Tracker Fund of Hong Kong, with a total trading amount of HKD 6.3006 billion and a net buy of HKD 6.2929 billion, closing with a price increase of 0.63% [1] - Tencent Holdings and SMIC followed, with trading amounts of HKD 4.898 billion and HKD 3.569 billion, respectively [1] - A total of 12 stocks experienced net buying, with Tencent Holdings seeing a net buy of HKD 0.832 billion and Southern Hang Seng Technology a net buy of HKD 0.798 billion [1] Continuous Net Buying - Among the stocks, Tencent Holdings, Xiaomi Group-W, and Kuaishou-W were continuously net bought for more than three days, with Tencent Holdings leading with a total net buy of HKD 4.426 billion over nine days [2] - Xiaomi Group-W followed closely with a net buy of HKD 4.411 billion over eight days, and Kuaishou-W with HKD 2.452 billion over four days [2] Summary of Active Stocks on August 5 - The following table summarizes the active stocks and their respective trading amounts, net buying, and daily price changes: | Code | Name | Trading Amount (HKD million) | Net Buy (HKD million) | Daily Change (%) | |--------|--------------------|------------------------------|-----------------------|-------------------| | 02800 | Tracker Fund | 6300.64 | 6292.99 | 0.63 | | 00700 | Tencent Holdings | 4897.79 | 831.72 | 1.64 | | 03033 | Southern Hang Seng Tech | 868.05 | 798.36 | 0.93 | | 01024 | Kuaishou-W | 2408.49 | 646.71 | 2.79 | | 02015 | Li Auto-W | 2927.53 | 586.03 | 1.58 | | 09988 | Alibaba-W | 3391.32 | 511.50 | -0.17 | | 01357 | Meituan | 2976.58 | 386.43 | -6.92 | | 09926 | CanSino Biologics | 877.47 | 290.20 | 7.17 | | 03690 | Meituan-W | 901.74 | 270.26 | -0.08 | | 01810 | Xiaomi Group-W | 2887.14 | 248.22 | -0.46 | | 02577 | InnoCare Pharma | 2303.82 | 232.89 | -6.65 | | 00981 | SMIC | 3568.78 | 121.27 | -0.97 | | 01788 | Guotai Junan International | 2225.67 | -5.07 | -0.94 | [2]

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 19.54 亿元 | +3.05 亿元 | | 小米集团-W(01810) | 13.14 亿元 | +244.56 万元 | | 中芯国际(00981) | 12.65 亿元 | +2.74 亿元 | | 理想汽车-W(02015) | 12.52 亿元 | +3.00 亿元 | | 阿里巴巴-W(09988) | 12.19 亿元 | +2.55 亿元 | | 美图公司(01357) | 11.05 亿元 | +2.67 亿元 | | 快手-W(01024) | 9.07 亿元 | +3.05 亿元 | | 美团-W(03690) | 9.02 亿元 | +2.70 亿元 | | 康方生物(09926) | 8.77 亿元 | +2.90 亿元 | | 南方恒生科技(03033) | 8.68 亿元 | +7.98 亿元 | 智通财经APP获悉，2025年8月5日当天，盈富基金(02800)、腾讯控股(00700)、英诺赛科(02577)位居沪 港通（南向） ...

Core Insights - Southbound funds recorded a total transaction of 129.701 billion HKD with a net inflow of approximately 23.426 billion HKD on August 5 [1] - The net inflow from the Shanghai-Hong Kong Stock Connect was about 13.936 billion HKD, while the Shenzhen-Hong Kong Stock Connect saw a net inflow of approximately 9.489 billion HKD [1] Group 1: Major Net Purchases - The largest net purchase was in the Yingfu Fund (02800.HK) with 6.293 billion HKD [1] - Tencent Holdings (00700.HK) had a net purchase of 0.832 billion HKD [1][4] - Southern Hang Seng Technology (03033.HK) saw a net inflow of 0.798 billion HKD [1][5] - Kuaishou-W (01024.HK) recorded a net inflow of 0.647 billion HKD [1][6] - Li Auto-W (02015.HK) had a net purchase of 0.586 billion HKD [1][7] - Alibaba-W (09988.HK) experienced a net inflow of 0.511 billion HKD [1][8] Group 2: Major Net Sales - Guotai Junan International (01788.HK) had a net sale of 50.7201 million HKD [2][9]

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, indicating a positive sentiment among investors towards certain stocks and sectors, particularly technology and ETFs [1][6]. Group 1: Northbound Trading Activity - Northbound trading recorded a net buy of HKD 234.26 billion, with HKD 139.36 billion from the Shanghai Stock Connect and HKD 94.89 billion from the Shenzhen Stock Connect [1]. - The most purchased stocks included the Tracker Fund of Hong Kong (盈富基金, 02800), Tencent (00700), and the Southern Hang Seng Technology ETF (南方恒生科技, 03033) [1][6]. - The stock with the highest net sell was Guotai Junan International (国泰君安国际, 01788), with a net outflow of HKD 50.72 million [1][9]. Group 2: Individual Stock Performance - The Tracker Fund of Hong Kong (02800) saw a net inflow of HKD 62.93 billion, while Tencent (00700) had a net inflow of HKD 5.26 billion [2]. - Other notable net inflows included InnoCare Pharma (英诺赛科, 02577) with HKD 2.33 billion, and Alibaba (阿里巴巴-W, 09988) with HKD 2.57 billion [2][8]. - Li Auto (理想汽车-W, 02015) received a net inflow of HKD 5.86 billion following an announcement of configuration adjustments for its i8 model [7]. Group 3: Sector Insights - The technology sector, which constitutes nearly one-third of the Hong Kong market, is expected to undergo a revaluation driven by improving fundamentals and policy expectations [6]. - Companies like Meitu (美图公司, 01357) reported a projected net profit increase of 65% to 72% year-on-year, indicating strong operational performance [7]. - UBS highlighted the potential of Akeso's core product AK112 in various cancer treatments, projecting significant revenue contributions from upcoming clinical trials [8].