证券之星消息，11月27日，深港通医疗（983035）指数报收于4494.42点，涨0.15%，成交75.2亿元，换 手率0.75%。当日该指数成份股中，上涨的有32家，医脉通以3.65%的涨幅领涨，下跌的有24家，健康之 路以3.41%的跌幅领跌。 资金流向方面，深港通医疗（983035）指数成份股当日主力资金净流出合计5882.68万元，游资资金净流 出合计1924.8万元，散户资金净流入合计7807.48万元。成份股资金流向详情见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300896 | 爱美客 | 4699.18万 | 11.04% | -1692.30万 | -3.98% | -3006.88万 | -7.07% | | 300760 迈瑞医疗 | | 3307.61万 | 2.35% | -1596.63万 | -1.14% | -1710.98万 | -1.22% | | 300206 理 ...

证券之星消息，11月27日，深港通医疗(港币)（983036）指数报收于4391.58点，涨0.14%，成交82.59亿 元，换手率0.75%。当日该指数成份股中，上涨的有32家，医脉通以3.65%的涨幅领涨，下跌的有24家， 健康之路以3.41%的跌幅领跌。 深港通医疗(港币)（983036）指数十大成份股详情如下： | 深港通医疗(港币)指数 十大成份股 | | --- | | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 14.56% | 196.30 | 1.50% | 2380.02 | 医药生物 | | sz300015 | 爰尔眼科 | 11.62% | 11.40 | -0.26% | 1063.10 | 医药生物 | | sz300003 | 乐晋医疗 | 4.85% | 15.87 | 0.13% | 292.55 | 医药生物 | | sz300896 | 爱美客 | 4.80% | 146.26 | 0.83% ...

【今日头条】 全国进入流感快速上升阶段 流感活动已达到中流行水平 今冬流感，来势汹汹。据中国疾控中心消息，当前，全国流感进入快速上升阶段，多数省份流感活动已 达到中流行水平。最新一期《中国流感监测周报》显示，南北方省份哨点医院报告的流感样病例在门急 诊病例中占比都达到了近四年同期最高水平，且北方高于南方。这一周，全国共报告955起流感样病例 暴发疫情，其中741起由甲型H3N2病原体所引发。 据央视消息，数据显示，奥司他韦近七天销量增长率达237%，玛巴洛沙韦上涨达180%。有临床专家指 出，从流感的增长趋势分析，目前已步入流感季，但尚未到达高峰。据中国疾控中心预测，流感高峰期 预计将在今年12月中下旬至明年1月初出现。 涉及港股电商购药平台：阿里健康(00241)、京东健康(06618)、美团-W(03690)、平安好医生(01833);流 感药企：东阳光药(06887)。 【大势展望】 感恩节美股、美债市场周四将休市一日 隔夜美股道琼斯工业平均指数比前一交易日上涨314.67点，收于47427.12点，涨幅为0.67%；标准普尔 500种股票指数上涨46.73点，收于6812.61点，涨幅为0.69%；纳 ...

深港通医疗(港币)（983036）指数十大成份股详情如下： 证券之星消息，11月25日，深港通医疗(港币)（983036）指数报收于4375.4点，涨0.52%，成交84.59亿 元，换手率0.84%。当日该指数成份股中，上涨的有40家，平安好医生以4.27%的涨幅领涨，下跌的有16 家，瑞迈特以1.98%的跌幅领跌。 近10日内深港通医疗(港币)（983036）指数成份股做了调整，新纳入了1只股票。 | 调整日期 | 股票代码 | 股票简称 | 行业 | 总市值 | 来 | | --- | --- | --- | --- | --- | --- | | 2025-11-24 | 301584 | 建发致新 | 医药生物 | 138.86 7 | 纳入 | | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 14.56% | 193.88 | 0.46% | 2350.68 | 医药生物 | | sz300015 | 爰尔眼科 | 11 ...

证券之星消息，11月25日，深港通医疗（983035）指数报收于4488.12点，涨0.45%，成交77.19亿元，换 手率0.84%。当日该指数成份股中，上涨的有40家，平安好医生以4.27%的涨幅领涨，下跌的有16家，瑞 迈特以1.98%的跌幅领跌。 深港通医疗（983035）指数十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | sz300760 | 迈瑞医疗 | 14.56% | 193.88 | 0.46% | 2350.68 | 医药 | | sz300015 | 爰尔眼科 | 11.62% | 11.59 | 0.35% | 1080.81 | 医药 | | sz300003 | 乐晋医疗 | 4.85% | 15.80 | 0.45% | 291.26 | 医药 | | sz300896 | 爱美客 | 4.80% | 145.54 | -0.31% | 440.39 | 美容 | | sz002223 | 鱼跃医疗 | 4.66% | ...

11月25日，杭州出让5宗地块，合计成交价格为54亿元， 均为底价成交 ，其中3宗宅地成交总价为43.3亿元，2宗商办用地成交总价为10.7亿元。 | 区域 | 板块 | 土地 | 成交总价 | 容积率 | 楼板价 | 拿地企业 | | --- | --- | --- | --- | --- | --- | --- | | | | 属性 | (亿元) | | (元/m2) | | | 余杭区 | 未来科技城 | 纯住宅 | 18. 0 | 1.05 | 35000 | 绿城 | | 批量区 | 作主 | 纯住宅 | 10. 1 | 2 | 14931 | 万科;杭州安居 | | 西湖区 | 转塘 | 纯住宅 | 15. 2 | 1.7 | 15908 | 蓝城;之江城投 | | 拱■区 | 湖墅 | 商办 | 4. 1 | 2.57 | 6945 | 杭州拱墅城建 | | 钱塘区 | 高沙 | 商办 | 6. 6 | 3 | 2804 | 杭州和达;银泰 | 2025年以来，在杭州宅地成交总价超30亿元的成交日中，首次出现全部地块以底价成交的情况 ◎ 文 / 马千里 逐一来看今天杭州成交宅地： 绿城竞得未来科 ...

Core Insights - Southbound funds reduced their holdings in Ping An Good Doctor (01833.HK) by 1.4936 million shares on November 21, 2025, marking a decrease of 0.30% [1][2] - Over the past five trading days, southbound funds increased their holdings on three occasions, with a total net increase of 16.5876 million shares [1] - In the last twenty trading days, there were fourteen days of net increases, totaling 37.3394 million shares [1] Company Overview - Ping An Good Doctor operates through mobile platforms and offline resources to provide medical and health services [2] - The company has two main business segments: - The Medical Services segment focuses on online consultations, referrals, appointment scheduling, hospitalization arrangements, disease diagnosis, and sales of related pharmaceuticals and medical devices [2] - The Health Services segment offers standardized health service packages that integrate various medical health institution services, covering areas such as physical examinations, elderly care, dental services, anti-aging, and general health [2]

Core Insights - The top three companies with the highest short positions as of November 14 are Vanke Enterprises (02202), COSCO Shipping Holdings (01919), and ZTE Corporation (00763) with short ratios of 17.68%, 16.49%, and 16.03% respectively [1][2] - The companies with the largest absolute increase in short positions include GCL-Poly Energy (03800), Dongfang Electric (01072), and Hansoh Pharmaceutical (01276), with increases of 1.99%, 1.54%, and 1.35% respectively [1][2] - The companies with the largest absolute decrease in short positions are Ganfeng Lithium (01772), ZTE Corporation (00763), and Samsonite (01910), with decreases of -2.53%, -1.02%, and -0.95% respectively [1][2] Top 10 Short Positions - The top 10 companies with the highest short ratios include Vanke Enterprises (02202) at 17.68%, COSCO Shipping Holdings (01919) at 16.49%, and ZTE Corporation (00763) at 16.03% [2] - Other notable companies in the top 10 include Heng Rui Pharmaceutical (01276) at 15.64% and Ping An Insurance (02318) at 13.66% [2] Changes in Short Positions - The companies with the largest increases in short ratios include GCL-Poly Energy (03800) from 6.87% to 8.86%, Dongfang Electric (01072) from 8.67% to 10.21%, and Heng Rui Pharmaceutical (01276) from 14.30% to 15.64% [2] - Conversely, the companies with the largest decreases in short ratios include Ganfeng Lithium (01772) from 11.32% to 8.79%, ZTE Corporation (00763) from 17.05% to 16.03%, and Samsonite (01910) from 6.67% to 5.72% [2][3]

Market Overview - The Hong Kong stock market experienced a significant decline, with the Hang Seng Index dropping by 2.38%, the Hang Seng China Enterprises Index falling by 2.45%, and the Hang Seng Tech Index decreasing by 3.21% [1][2]. Sector Performance - The pharmaceutical sector faced the largest declines, with notable drops in internet healthcare, AI healthcare, biopharmaceuticals, pharmaceutical outsourcing, and innovative drug concepts. Key stocks included: - 3SBio (01530.HK) down 9.44% - WuXi Biologics (01873.HK) down 6.09% - Kingsoft Cloud (01548.HK) down 6.05% - Innovent Biologics (02696.HK) down 5.62% - CanSino Biologics (09926.HK) down 5.39% - JD Health (06618.HK) down 8.6% - Ping An Good Doctor (01833.HK) down 4.28% - Alibaba Health (00241.HK) down 4.46% - Crystal International (02228.HK) down 4.82% - MicroPort Scientific (02252.HK) down 3.55% [3]. Impact of Economic Data - The recent U.S. non-farm payroll data exceeded expectations, leading to a decrease in the likelihood of a Federal Reserve rate cut in December. This has implications for the valuation and financing of innovative drugs, as the cooling expectations for rate cuts may impact investment sentiment [3]. Commodity and Energy Sector - The weakening expectations for a December rate cut have also affected the U.S. dollar index, which surpassed the 100-point mark, putting pressure on the commodities sector. Key declines included: - Ganfeng Lithium (01772.HK) down 12.47% - Tianqi Lithium (09696.HK) down 11.93% - Jinchuan Group (06680.HK) down 6.63% - Lingbao Gold (03330.HK) down 5.47% - China Aluminum (02600.HK) down 4.85% - Chalco International (02068.HK) down 4.74% [4]. Renewable Energy Sector - The power equipment, photovoltaic, and wind power sectors also performed poorly, with significant declines in: - Northeast Electric (00042.HK) down 7.02% - Xinyi Solar (00968.HK) down 7.51% - GCL-Poly Energy (03800.HK) down 5.83% - Yihua Energy (02402.HK) down 6.27% - Flat Glass Group (06865.HK) down 6.02% [4]. Semiconductor Sector - The semiconductor sector saw notable declines, with: - SMIC (00981.HK) down 6.39% - Hua Hong Semiconductor (01347.HK) down 6.09% - Shanghai Fudan (01385.HK) down 3.78% - Beike Micro (02149.HK) down 5.2% [5]. Technology Sector - Other technology-related sectors, including cloud computing and AI, also faced downward pressure, with significant drops in: - Tencent Music (01698.HK) down 5.98% - Baidu (09888.HK) down 5.79% - Alibaba Group (09988.HK) down 4.65% - NetEase (09999.HK) down 3.76% [5].

Core Viewpoint - Recent trading activity shows a decrease in southbound capital holdings in Ping An Good Doctor (01833.HK), with a notable reduction of 2.13 million shares on November 20, 2025, despite a net increase over the past weeks [1][2]. Group 1: Trading Activity - On November 20, 2025, southbound capital held 490 million shares of Ping An Good Doctor, reflecting a decrease of 213.36 thousand shares, or 0.43% [2]. - In the previous trading days, there were increases in holdings, with 197.21 thousand shares added on November 19, 694.38 thousand shares on November 18, and 1,129.89 thousand shares on November 17 [2]. - Over the last 20 trading days, there have been 15 days of net increases, totaling 3,908.04 thousand shares [1]. Group 2: Company Overview - Ping An Good Doctor operates through mobile platforms and offline resources to provide medical and health services [2]. - The company has two main business segments: the medical services segment, which includes online consultations, referrals, appointment scheduling, hospitalization arrangements, disease diagnosis, and sales of related pharmaceuticals and medical devices; and the health services segment, which offers standardized health service packages to meet various health-related needs [2].