东方甄选(1797.HK)逆势拉升涨近10%，报26.42港元。 来源：滚动播报 ...

Core Viewpoint - The report highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies, which may signal investment trends and market sentiment. Group 1: Companies with Increased Holdings - Changfei Fiber Optics (06869) saw the largest increase in holdings, up by 5.51%, bringing the total to 68.51% [1][2] - Tongyuan Kang Pharmaceutical-B (02410) increased by 2.18%, with a new holding percentage of 23.40% [1][2] - Fortior Technology (Shenzhen) Co., Ltd. (01304) experienced a 2.14% increase, resulting in a holding of 14.00% [1][2] - Other notable increases include Tianyue Advanced (02631) at +1.85% (13.18%) and Kanglong Chemical (03759) at +1.48% (62.37%) [2] Group 2: Companies with Decreased Holdings - Southern Hengsheng Technology (03033) had the largest decrease, down by 1.10% to 60.60% [1][2] - Haotian International Construction Investment (01341) decreased by 0.90%, now at 60.82% [1][2] - Beijing Beichen Industrial Holdings (00588) saw a reduction of 0.76%, bringing its holding to 39.85% [1][2] - Other significant decreases include Hongye Futures (03678) at -0.74% (63.01%) and Yisou Technology (02550) at -0.73% (35.50%) [2] Group 3: Five-Day Holding Changes - Over the last five trading days, Tongyuan Kang Pharmaceutical-B (02410) had the highest increase at +6.99%, with a holding of 23.40% [1][3] - Changfei Fiber Optics (06869) increased by 5.91%, reaching 68.51% [1][3] - Longpan Technology (02465) saw a 5.41% increase, now at 51.46% [1][3] - Conversely, Shandong Molong (00568) experienced the largest decrease at -4.44%, with a holding of 55.22% [1][3] Group 4: Twenty-Day Holding Changes - In the last twenty days, Zhongyuan Marine Energy (01138) had the highest increase at +12.54%, with a holding of 69.07% [1][4] - Changfei Fiber Optics (06869) also saw a significant increase of +12.33%, now at 68.51% [1][4] - Tongyuan Kang Pharmaceutical-B (02410) increased by +8.83%, reaching 23.40% [1][4]

Group 1 - The concert titled "The Voice of Selection" will take place on September 19 at 19:00 in Altay, Xinjiang, featuring a collaboration between Oriental Selection and several renowned singers [1][4] - The event will be live-streamed on Douyin's Oriental Selection channel, with exclusive behind-the-scenes content available on the Oriental Selection App [4] - The concert aims to connect audiences of different regions and age groups through classic songs while showcasing the natural beauty and cultural charm of Altay, Xinjiang [4] Group 2 - The lineup includes famous artists such as Water Wood Year Hua, Sa Dingding, Wang Qi, Rong Zhongerjia, and Tengger [4] - Previous online concerts hosted by Oriental Selection received widespread acclaim, indicating a positive reception for live music events [4] - The concert will feature not only musical performances but also interactive segments like live interviews, enhancing audience engagement [4]

Core Viewpoint - The live concert event "The Voice of Selection" organized by Dongfang Zhenxuan will take place in Altay, Xinjiang, featuring various renowned artists and will be broadcasted live on Douyin [1] Group 1: Event Details - The concert is scheduled for September 19 at 19:00 and will include performances by famous musicians such as Shui Mu Nian Hua, Sa Ding Ding, Wang Qi, Rong Zhong Er Jia, and Tengger [1] - The event will be streamed live on the Douyin Dongfang Zhenxuan channel, with exclusive behind-the-scenes content available on the Dongfang Zhenxuan App [1] Group 2: Interactive Elements - The concert will not only feature classic song performances but also include live interviews and interactive segments, allowing the audience to gain insights into the personal stories behind the music [1]

Group 1 - The company Dongfang Zhenxuan announced a live concert event scheduled for September 19 at 19:00 in Altay, Xinjiang [1] - The event will feature Dongfang Zhenxuan's host team led by Yu Minhong, alongside renowned musicians including Shui Mu Nian Hua, Sa Dingding, Wang Qi, Rong Zhong'er Jia, and Tengger [1] - The concert will showcase multiple classic songs, indicating a focus on cultural engagement and entertainment [1]

Core Viewpoint - The live concert "The Voice of Selection" organized by Dongfang Zhenxuan will take place on September 19 in Kanas, Xinjiang, featuring renowned artists and aiming to connect diverse audiences through classic music [1][3][5]. Group 1: Event Details - The concert will be broadcast live on Douyin's Dongfang Zhenxuan channel starting at 19:00 on September 19, with exclusive behind-the-scenes content available on the Dongfang Zhenxuan App [3]. - The event will include not only classic song performances but also interactive segments such as live interviews, allowing audiences to learn more about the stories behind the music [3][5]. Group 2: Cultural Mission - Since its inception, Dongfang Zhenxuan has focused on cultural dissemination, introducing high-quality agricultural products and local specialties through its live streams while hosting various cultural activities [3]. - The company has previously held two successful online concerts, indicating a strong demand for high-quality cultural content among viewers [3]. Group 3: Artist Lineup and Audience Engagement - The concert features a diverse lineup of popular artists, including Shui Mu Nian Hua, Sa Ding Ding, Wang Qi, Rong Zhong Er Jia, and Tengger, each bringing unique musical styles that resonate with different generations [5]. - The event aims to showcase the natural beauty and cultural richness of Xinjiang Alashan, providing a dual sensory experience of music and scenery for the audience [5].

Core Viewpoint - Oriental Selection is set to host a concert in Altay, Xinjiang on the evening of September 19, which will be live-streamed on Douyin, showcasing a blend of music and cultural elements [1] Company Activities - The concert will feature performances by the Oriental Selection host team alongside musicians such as Shui Mu Nian Hua, Sa Dingding, Wang Qi, Rong Zhong Er Jia, and Tengger, presenting multiple classic songs [1] - Previous collaborations include symphonic concerts and online performances with renowned violinist Lv Siqing and Shui Mu Nian Hua [1] Cultural Promotion - The concert aims to connect audiences from different regions and age groups through classic songs, while also highlighting the natural beauty and cultural charm of Altay, Xinjiang [1]

Core Viewpoint - After a significant drop in stock price, Oriental Selection's shares have rebounded over 27% in two days, indicating market volatility and differing institutional views on the company's future prospects [1][2]. Group 1: Stock Performance - On September 18, Oriental Selection's stock rose over 16%, closing at 26.92 HKD, with a trading volume of 31.97 billion HKD, following a previous day's increase of 9.56% [1]. - The stock price has decreased over 50% since reaching a peak on August 19 [1]. Group 2: Analyst Predictions - Citigroup has revised its revenue forecasts for Oriental Selection down by 36%, 31%, and 30% for the fiscal years 2025 to 2027, while also lowering profit forecasts by 69%, 30%, and 26% [1]. - Goldman Sachs has adjusted its GMV forecasts down by 1% to 3% for 2026 to 2027, while increasing revenue forecasts by up to 10% due to a rise in self-branded product contributions [2]. Group 3: Financial Performance - For the fiscal year 2025, Oriental Selection reported a net profit of only 6.19 million RMB, a 97.5% decline from 24.9 million RMB in the previous year [3]. - Total revenue for the fiscal year 2025 was 4.4 billion RMB, down 32.7% from 6.5 billion RMB in 2024 [3]. - The company's total revenue cost decreased by 38.2% to 3 billion RMB in 2025, primarily due to reduced inventory and logistics costs from lower GMV [3].

Core Insights - On September 18, Hong Kong Broadband made its first appearance on the active trading list of Hong Kong Stock Connect in nearly a month [2] - The total trading volume of active stocks on the Hong Kong Stock Connect reached HKD 763.71 billion, accounting for 36.27% of the day's total trading amount, with a net buying amount of HKD 33.31 billion [2] Trading Activity Summary - The top traded stock was Alibaba-W with a trading volume of HKD 210.72 billion, followed by SMIC and Tencent Holdings with trading volumes of HKD 140.50 billion and HKD 91.65 billion, respectively [2] - Over the past month, Alibaba-W and Tencent Holdings were the most frequently listed stocks, appearing 23 times, indicating strong interest from Hong Kong Stock Connect funds [2] Hong Kong Broadband Performance - On the day of its first listing, Hong Kong Broadband had a trading volume of HKD 26.49 billion and a net buying amount of HKD 4.28 billion, with its stock price increasing by 68.55% [2]

Market Overview - On September 18, the Hang Seng Index fell by 1.35%, with southbound trading totaling HKD 210.55 billion, comprising HKD 108.42 billion in buying and HKD 102.13 billion in selling, resulting in a net buying amount of HKD 6.28 billion [1] Southbound Trading Details - Southbound trading through the Shenzhen Stock Connect had a total trading amount of HKD 76.78 billion, with buying at HKD 40.58 billion and selling at HKD 36.20 billion, leading to a net buying of HKD 4.38 billion [1] - The Shanghai Stock Connect recorded a total trading amount of HKD 133.77 billion, with buying at HKD 67.84 billion and selling at HKD 65.93 billion, resulting in a net buying of HKD 1.84 billion [1] Active Stocks - The most actively traded stock by southbound funds was Alibaba-W, with a total trading amount of HKD 210.72 billion, followed by SMIC and Tencent Holdings with HKD 140.50 billion and HKD 91.65 billion respectively [1] - In terms of net buying, Meituan-W led with a net buying amount of HKD 14.12 billion, followed by Alibaba-W with HKD 12.10 billion and Pop Mart with HKD 12.07 billion [1] - The stock with the highest net selling was Hua Hong Semiconductor, with a net selling amount of HKD 11.65 billion, while Tencent Holdings and SMIC had net selling amounts of HKD 4.18 billion and HKD 2.77 billion respectively [1] Continuous Net Buying - Two stocks, Alibaba-W and Meituan-W, have seen continuous net buying for over three days, with Alibaba-W having a total net buying of HKD 561.01 billion over 20 days and Meituan-W with HKD 49.01 billion over 4 days [2]