消息面上，据券商中国昨日报道，有传闻指出，供应链公司近期陆续赴北美拜访客户，市场预期特斯拉 Optimus项目发包在即。东方证券此前指出，马斯克在股东大会上宣布特斯拉将于2026年1季度发布第三 代Optimus，并将建设年产百万台Optimus的生产线，2026年底开始生产，预计2026年人形机器人规模化 量产确定性较强，公司有望凭借在机器人执行器领域的先发优势获取更多市场份额，机器人业务将有望 为公司打开新增长空间。 本文源自：智通财经网 智通财经获悉，三花智控(02050)盘中涨超5%，该股昨日大涨超11%。截至发稿，涨3.75%，报39.88港 元，成交额9.81亿港元。 ...

Core Viewpoint - The stock of Sanhua Intelligent Control (02050) has seen significant price movements, with a recent increase of over 5% during trading, following a previous surge of over 11% [1] Group 1: Stock Performance - As of the latest update, the stock is priced at 39.88 HKD, with a trading volume of 9.81 billion HKD [1] Group 2: Market Expectations - Supply chain companies are reportedly visiting clients in North America, leading to market speculation that Tesla's Optimus project is about to award contracts [1] - According to Dongfang Securities, Elon Musk announced at a shareholder meeting that Tesla plans to release the third generation of Optimus in Q1 2026 and will establish a production line capable of producing one million units annually, with mass production expected to begin by the end of 2026 [1] Group 3: Business Opportunities - The anticipated scale production of humanoid robots is expected to provide Sanhua Intelligent Control with a first-mover advantage in the robotics actuator sector, potentially allowing the company to capture a larger market share and open new growth avenues [1]

三花智控公布，集团预期2025年归属于上市公司股东的净利润约38.74亿-46.49亿元，同比增长 25%-50%；扣除非经常性损益后的净利润约36.79亿-46.15亿元，同比增长18%-48%。 智通财经APP获悉，香港联交所最新资料显示，12月30日，三花智控(02050)股东将股票由摩根士丹利香 港证券转入花旗银行，转仓市值18.78亿港元，占比11.54%。 ...

智通财经APP获悉，根据2025年12月30日披露数据，三花智控（02050）、狮腾控股（02562）、东方电 气（01072）港股通持股占比增加值最大，分别增加3.22%、2.85%、2.61%；中铝国际（02068）、嘉和 生物-B（06998）、招商恆生科技（03423）港股通持股占比减少值最大，分别减 少-2.69%、-1.74%、-1.41%。 在最近有统计数据的5个交易日内，狮腾控股（02562）、浙江世宝（01057）、三花智控（02050）港股 通持股占比增加值最大，分别增加3.79%、3.55%、3.46%；嘉和生物-B（06998）、中铝国际 （02068）、招商恆生科技（03423）港股通持股占比减少值最大，分别减少-1.74%、-1.50%、-1.44%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 三花智控(02050) | +3.22% | 22.04% | | 狮腾控股(02562) | +2.85% | 49.05% | | 东方电气(010 ...

| 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（%） | | --- | --- | --- | --- | --- | --- | | 00981 | 中芯国际 | 港股通(沪) | 351678.88 | 34913.87 | 4.24 | | 09988 | 阿里巴巴-W | 港股通(沪) | 303154.80 | 30491.96 | 0.84 | | 00981 | 中芯国际 | 港股通(深) | 253217.00 | 41028.97 | 4.24 | | 09988 | 阿里巴巴-W | 港股通(深) | 234722.00 | -79781.45 | 0.84 | | 00700 | 腾讯控股 | 港股通(沪) | 220199.57 | -61168.26 | 0.59 | | 00941 | 中国移动 | 港股通(沪) | 182904.39 | -99213.87 | 0.37 | | 01398 | 工商银行 | 港股通(沪) | 171741.58 | 35664.34 | 0.64 | | 09880 | 优必选 | 港股通(沪) ...

（文章来源：证券时报网） 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是中芯国际，合计成交额60.49亿港元， 阿里巴巴-W、腾讯控股成交额紧随其后，分别成交53.79亿港元、38.81亿港元。以净买卖金额统计，净 买入的个股共有8只，中芯国际净买入额为7.59亿港元，净买入金额居首，该股收盘股价上涨4.24%，中 国海洋石油净买入额为4.61亿港元，工商银行净买入额为3.57亿港元。净卖出金额最多的是盈富基金， 净卖出16.12亿港元，该股收盘股价上涨0.93%，腾讯控股、中国移动遭净卖出12.79亿港元、9.92亿港 元。 12月30日恒生指数上涨0.86%，南向资金全天合计成交金额为923.00亿港元，其中，买入成交442.28亿 港元，卖出成交480.72亿港元，合计净卖出金额38.45亿港元。具体来看，港股通（深）累计成交金额 331.61亿港元，买入成交153.22亿港元，卖出成交178.40亿港元，合计净卖出金额25.18亿港元；港股通 （沪）累计成交金额591.38亿港元，买入成交289.06亿港元，卖出成交302.33亿港元，合计净卖出金额 13.27亿港元。 今日上榜个股中，中芯 ...

Group 1 - The establishment of the humanoid robot and embodied intelligence standardization technical committee is a significant measure to implement the decisions of the central government and enhance high-quality standard supply [1][2] - The committee will focus on the formulation and revision of industry standards in areas such as common foundational technologies, key technologies, components, complete systems, applications, and safety for humanoid robots and embodied intelligence [2] - Huolong Securities maintains a "recommended" rating for the humanoid robot industry, noting that domestic companies are actively engaging in financing and expanding production capacity and market opportunities [2] Group 2 - The stock prices of several companies in the robot sector have risen significantly, with Sanhua Intelligent Control up 9.66%, Yujian up 8.79%, UBTECH up 7.95%, Fourth Paradigm up 4.9%, and Horizon Robotics up 3.9% [1][2]

Core Viewpoint - The Hong Kong stock market experienced significant net selling from northbound capital, totaling HKD 38.45 billion, with notable net selling in major stocks like Tencent and China Mobile, while stocks like SMIC and CNOOC saw net buying [1][5]. Group 1: Northbound Capital Flow - Northbound capital had a net selling of HKD 38.45 billion on December 30, with HKD 13.27 billion from the Shanghai Stock Connect and HKD 25.18 billion from the Shenzhen Stock Connect [1]. - The stocks with the highest net buying included SMIC (00981), CNOOC (00883), and ICBC (01398) [1]. - The stocks with the highest net selling included the Tracker Fund of Hong Kong (02800), Tencent (00700), and China Mobile (00941) [1]. Group 2: Individual Stock Performance - SMIC saw a net inflow of HKD 3.49 billion, with a total transaction volume of HKD 35.17 billion [2]. - CNOOC received a net buying of HKD 4.6 billion, with analysts noting a potential stabilization in oil prices due to seasonal demand and OPEC+ production adjustments [5]. - ICBC had a net inflow of HKD 3.56 billion, supported by expectations of stable credit growth in 2026 [5]. Group 3: Sector Trends - The semiconductor sector is gaining attention, with SMIC and Hua Hong Semiconductor receiving significant net buying, driven by positive market sentiment and government support [4]. - The robotics sector is also attracting investment, with stocks like Sihai Intelligent Control and UBTECH Robotics seeing net inflows, amid expectations of upcoming projects in North America [5]. - The technology sector showed mixed results, with Meituan (03690) experiencing net buying, while Alibaba (09988) and Tencent faced substantial net selling [6]. Group 4: Market Sentiment - The market sentiment remains cautious, with analysts suggesting that while there may be short-term opportunities, the overall environment is still under pressure, particularly for the Hong Kong market [7]. - The Tracker Fund of Hong Kong faced significant net selling, indicating a potential lack of confidence in the broader market [7].

智通财经APP讯，三花智控(02050)发布公告，于2025年12月30日，该公司斥资1888.98万元回购37.5万股 A股。 ...

格隆汇12月30日丨三花智控(02050.HK)发布公告，2025年12月30日耗资人民币1888.98万元回购37.5万股 A股，回购价格每股47.7-51元。 ...