9月1日港股通成交活跃股 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 1603349.57 | 85129.33 | 18.50 | | 09988 | 阿里巴巴-W | 港股通(深) | 1227016.00 | 406945.77 | 18.50 | | 00981 | 中芯国际 | 港股通(沪) | 633581.76 | 63226.58 | 4.86 | | 00981 | 中芯国际 | 港股通(深) | 427089.00 | -53256.20 | 4.86 | | 01347 | 华虹半导体 | 港股通(沪) | 404188.12 | 32742.12 | -3.16 | | 03690 | 美团-W | 港股通(沪) | 358154.22 | -47309.30 | 0.29 | | 02228 | 晶泰控股 | 港股通(沪) | 289928.75 | -8104.37 | -3.10 | | 0 ...

Group 1 - The Hang Seng Index rose by 2.15% on September 1, with southbound trading totaling HKD 200.59 billion, including HKD 106.27 billion in buying and HKD 94.32 billion in selling, resulting in a net buying amount of HKD 11.94 billion [1] - The southbound trading through the Shenzhen Stock Connect had a total trading amount of HKD 81.96 billion, with net buying of HKD 6.28 billion, while the Shanghai Stock Connect had a total trading amount of HKD 118.63 billion, with net buying of HKD 5.66 billion [1] - Alibaba-W was the most actively traded stock with a total trading amount of HKD 28.30 billion and a net buying amount of HKD 4.92 billion, closing with an increase of 18.50% [1][2] Group 2 - Among the stocks listed, Alibaba-W, Tencent Holdings, and Huahong Semiconductor were among the top active stocks in both Shenzhen and Shanghai southbound trading, with Alibaba-W having a net buying amount of HKD 4.92 billion and Tencent Holdings at HKD 0.12 billion [2] - There were two stocks that received net buying from southbound funds for more than three consecutive days, with Alibaba-W leading at a total net buying of HKD 10.90 billion over seven days, followed by Huahong Semiconductor with HKD 1.09 billion over five days [2] - The trading data for September 1 shows that Xiaomi Group-W had a total trading amount of HKD 51.01 billion with a net selling of HKD 1.03 billion, while Pop Mart had a total trading amount of HKD 33.93 billion with a net selling of HKD 0.91 billion [2]

今日，国内车企陆续公布8月交付成绩单。 2025年8月，比亚迪新能源汽车销量达373626辆，上年同期为37.31万辆；1-8月新能源汽车累计销量为286.4万辆，同比增长23%。比亚迪表示，公司2025 年8月出口新能源汽车合计80,813辆。 吉利汽车：8月销量25.02万辆 同比增38% 吉利汽车8月汽车销量25.02万辆，同比增长38%。其中，纯电动汽车销量9.34万辆，同比增长98%；插电式混动汽车销量5.40万辆，同比增长90%。 8月新能源销量再创历史新高超14.7万辆，1-8月新能源累计销量突破百万辆。 零跑汽车交付5.71万辆、小鹏汽车交付3.77万辆、蔚来交付超3万辆，均创历史新高。小米汽车连续第二个月交付超3万辆。 具体数据如下： 比亚迪：8月新能源汽车销量373626辆 上汽集团：8月新能源汽车销量12.98万辆 同比增49.89% 上汽集团公告，2025年8月整车产量37.69万辆，同比增44.05%；销量36.34万辆，同比增41.04%。其中新能源汽车产量14.05万辆，同比增60.08%，销量 12.98万辆，同比增49.89%；出口及海外基地当月产量89574辆，同比增13. ...

8月，新能源汽车市场上演了精彩的"反转逆袭、冲高破局"：零跑、小鹏、蔚来等品牌集体冲刺历史新高，鸿蒙智行量价齐飞逼近百万交付里程碑，而理 想汽车则遭遇连续三个月同比下滑，市场格局加速分化。 | 企业 | 销量(辆) | | --- | --- | | 比亚迪 | 373626 | | 上汽通用五菱 (新能源) | 80611 | | 零跑 | 57066 | | 小鹏 | 37709 | | 蔚来 | 31305 | | 小米 | 30000+ | | 理想 | 28529 | | 岚图 | 13505 | | 阿维塔 | 10565 | | 智己 | 6108 | | 极石 | 1358 | | 鸡蒙智行 | 44579 | | | 数据来源:各企业公开发布 | | | 与三、机十一 | 比亚迪：销售373626辆 8月，比亚迪汽车销量为373626辆，去年同期为373083辆。8月，乘用车371501辆；海外销售80464辆，同比增长146.4%。其中，王朝/海洋销售342838辆； 方程豹销售16265辆；腾势销售11993辆；仰望销售405辆。1-8月，比亚迪累计销售2863876辆。 +++ 1 0 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 160.33 亿元 | +8.51 亿元 | | 中芯国际(00981) | 63.36 亿元 | +6.32 亿元 | | 华虹半导体(01347) | 40.42 亿元 | +3.27 亿元 | | 美团-W(03690) | 35.82 亿元 | -4.73 亿元 | | 晶泰控股(02228) | 28.99 亿元 | -8104.37 万元 | | 腾讯控股(00700) | 28.35 亿元 | +5.88 亿元 | | 小米集团-W(01810) | 26.03 亿元 | -8.40 亿元 | | 泡泡玛特(09992) | 17.24 亿元 | -1.90 亿元 | | 比亚迪股份(01211) | 16.30 亿元 | +8.09 亿元 | | 美图公司(01357) | 16.17 亿元 | +4.57 亿元 | 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 | | --- | --- | --- | | 阿里巴巴-W(09988) | 12 ...

腾讯(00700)获净买入12.34亿港元。消息面上，腾讯旗下《无畏契约》手游自上线以来市场表现亮眼。 大摩预测，这款游戏首年总收入预计可达人民币50亿至60亿元区间。该行表示，在近期《三角洲行动》 成功推出后，《无畏契约》手游的亮眼表现为腾讯在移动端FPS游戏赛道中进一步扩大市场份额提供了 助力。大摩强调，基于腾讯长青游戏产品的持续稳健表现，叠加其国际游戏业务强劲的递延收入支撑， 该行对腾讯游戏业务的发展信心在第二季度之后得到进一步提升。 比亚迪股份(01211)获净买入8.09亿港元。消息面上，小摩表示，随着反内卷措施落地，6月份行业的折 扣已开始收窄。管理层预期盈利将于第三季开始反弹。长期而言，该行的观点维持不变，尤其看好比亚 迪海外扩张进度，当中印尼、巴西和匈牙利的产能建设较原计划提前一至两季度完成。该行预期海外业 务对集团总利润的贡献占比将由今年的约40%提升至50%。 智通财经APP获悉，9月1日港股市场，北水成交净买入119.42亿港元，其中港股通(沪)成交净买入56.59 亿港元，港股通(深)成交净买入62.83亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、腾讯(00700)、比 ...

9月1日，小米创办人、董事长兼 CEO@雷军 发布了小米汽车 9 月限时购车权益，其中 YU7、SU7、 SU7 Ultra 的权益均包含辅助驾驶终身免费使用权。 小米Yu7 ①赠送Nappa真皮座椅 + 电动前备箱 + HEPA高效空气净化系统；②Max车型赠送碳纤维后视镜 +碳纤维迎宾踏板；③Xiaomi HAD 端到端辅助驾驶终身免费使用权。 小米SU7 ①赠送价值8000元Nappa真皮座椅；②小米辅助驾驶终身免费使用权。 小米SU7Ultra ①碳纤维运动方向盘+碳纤维中控台饰板+碳纤维前排座椅背板免费送；②五年基础保养 免费送；③Xiaomi HAD 端到端辅助驾驶终身免费使用权。 值得注意的是，小米汽车官方微博发布：2025年8月，小米汽车交付量持续超过30000台。 （齐鲁晚报·齐鲁壹点客户端编辑 张宝帆综合 雷军新浪微博、小米汽车官方微博） ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of HKD 119.42 billion on September 1, 2023, indicating strong investor interest in certain stocks, particularly Alibaba, Tencent, and BYD [1][2]. Group 1: Northbound Trading Activity - Northbound trading saw a net buy of HKD 119.42 billion, with HK Stock Connect (Shanghai) contributing HKD 56.59 billion and HK Stock Connect (Shenzhen) contributing HKD 62.83 billion [1]. - The most bought stocks included Alibaba (HK 09988), Tencent (HK 00700), and BYD (HK 01211), while Xiaomi (HK 01810) faced the highest net sell [1]. Group 2: Individual Stock Performance - **Alibaba (HK 09988)**: Net buy of HKD 84.42 billion, with a total transaction of HKD 160.33 billion, reflecting a net inflow of HKD 8.51 billion. The company reported strong performance in its cloud and delivery services, with significant capital expenditure in AI infrastructure [2][4]. - **Tencent (HK 00700)**: Net buy of HKD 17.12 billion, with a total transaction of HKD 28.35 billion, indicating a net inflow of HKD 5.88 billion. The success of its mobile game "Valorant" is expected to boost revenue significantly [5]. - **BYD (HK 01211)**: Net buy of HKD 8.09 billion, with positive outlooks on profitability and overseas expansion, particularly in Indonesia, Brazil, and Hungary [5]. - **Xiaomi (HK 01810)**: Experienced a net sell of HKD 10.35 billion, with concerns over its smartphone business impacting margins, despite plans for future vehicle deliveries [8]. Group 3: Other Notable Stocks - **Sinda Biopharma (HK 01801)**: Net buy of HKD 3.21 billion, with a 50.6% year-on-year sales growth and a shift to profitability, driven by new product approvals [6]. - **SMIC (HK 00981)** and **Hua Hong Semiconductor (HK 01347)**: Received net buys of HKD 997 million and HKD 1.37 billion respectively, with strategic acquisitions aimed at enhancing operational efficiency [7]. - **Meitu (HK 01357)**: Net buy of HKD 1.18 billion, with a positive long-term growth outlook based on management strategies and AI capabilities [7].

Group 1 - The core viewpoint of the articles highlights the successful development of second growth curves by both Xiaomi's Redmi brand in the smartphone market and Dongpeng Beverage's new electrolyte drink, Dongpeng Boshui La, in the beverage industry, showcasing a similar growth logic [1][4][9] - Xiaomi's Redmi brand was launched to target the mid-range and entry-level smartphone market, leveraging Xiaomi's supply chain advantages and technology accumulation to establish a strong user base [3][6] - Dongpeng Beverage, after solidifying its position in the energy drink market with Dongpeng Special Drink, identified the growing demand for electrolyte drinks and launched Dongpeng Boshui La to capture this market segment [4][6] Group 2 - The Redmi Note 15 Pro series is positioned as a significant growth engine for Xiaomi, offering competitive pricing and balanced specifications to attract consumers in the mid-range market [6][9] - Dongpeng Boshui La is designed with a scientific electrolyte composition to meet the rising health consciousness among consumers, targeting various scenarios such as sports, outdoor activities, and office hydration [6][9] - Both companies are implementing differentiated operational strategies to support their respective group strategies, with Xiaomi focusing on high-end technology and Dongpeng expanding into multiple beverage categories [7][9]

Core Insights - The advertising revenue landscape is showing a clear divide, with nearly half of the companies reporting positive growth while the other half struggles, highlighting the shift from traffic-driven success to algorithm efficiency and precision targeting [1][2] - AI technology is becoming a critical factor in redefining the advertising industry, driving competition based on algorithm efficiency and innovation speed, with companies leveraging AI as a key asset for growth [1][2] Company Performance - Tencent's advertising revenue reached 35.8 billion, growing 19.73% year-over-year, marking its 11th consecutive quarter of double-digit growth, driven by AI improvements and a robust WeChat ecosystem [2] - Kuaishou reported advertising revenue of 19.765 billion, up 12.81% year-over-year, with significant contributions from short dramas and local life services, supported by AI technology [3][4] - Bilibili's advertising revenue reached 2.45 billion, growing 20% year-over-year, with strong performance in effect advertising and an increase in advertisers, aided by AI-driven enhancements [5][6] - Xiaomi's advertising revenue was 6.8 billion, up 13.33% year-over-year, benefiting from a growing user base and enhanced AI capabilities for targeted advertising [7][8] - BlueFocus achieved advertising revenue of 18.103 billion, with a year-over-year growth of 20.08%, driven by AI and global expansion strategies [9][10]