Core Viewpoint - Jingtai Holdings (02228) has seen a significant stock price increase of over 14%, currently trading at 9.3 HKD with a transaction volume of 2.226 billion HKD, following the announcement of a positive earnings forecast for the first half of the year [1] Financial Performance - The company anticipates a consolidated revenue of no less than 500 million RMB for the first half of the year, representing an annual increase of at least approximately 387% [1] - Jingtai Holdings expects to turn a profit with a net income of no less than 50 million RMB, marking the company's first half-year profitability [1] Strategic Partnership - The financial performance improvement is primarily attributed to the collaboration with DoveTree, where Jingtai provides drug discovery solutions and services based on its end-to-end AI drug discovery platform and integrated "AI + robotics" technology [1] - In June, Jingtai announced a strategic partnership with the US biopharmaceutical company DoveTree to develop candidate drugs in oncology and immune inflammation using its AI + robotics platform [1] Financial Terms of the Partnership - Jingtai received an upfront payment of 51 million USD from DoveTree on August 5, with potential subsequent payments of 49 million USD and milestone payments up to 5.89 billion USD [1] - DoveTree has obtained exclusive global commercialization rights for the developed drugs [1]

Group 1 - The core viewpoint of the article highlights that Jingtai Holdings (02228) has seen a significant stock price increase of over 14%, currently trading at 9.3 HKD with a transaction volume of 2.226 billion HKD [1] - Jingtai Technology has announced a positive earnings forecast, expecting a consolidated revenue of no less than 500 million RMB for the first half of the year, representing an annual increase of at least approximately 387% [1] - The company anticipates turning a loss into a profit, projecting a net profit of no less than 50 million RMB, marking the first time the group achieves half-year profitability [1] Group 2 - The expected financial performance improvement is primarily attributed to the collaboration with DoveTree, where Jingtai provides drug discovery solutions and services based on its end-to-end AI drug discovery platform and integrated "AI + robotics" technology, leading to significant revenue growth [1] - In June, Jingtai Holdings announced a strategic cooperation agreement with the US biopharmaceutical company DoveTree to develop candidate drugs in oncology and immune inflammation using its AI + robotics drug discovery platform [1] - The agreement includes an initial payment of 51 million USD received on August 5, with potential subsequent payments of 49 million USD and milestone payments up to 5.89 billion USD, along with a single-digit percentage of sales revenue [1]

Key Points - Xiaomi Group-W (01810), Crystal International Holdings (02228), and BYD Electronic (00285) ranked top in net inflow of southbound funds, with net inflows of 562 million, 227 million, and 213 million respectively [1][2] - Xpeng Motors-W (09868), Innovent Biologics (01801), and Ganfeng Lithium (01772) had the highest net outflows, with net outflows of -663 million, -535 million, and -410 million respectively [1][2] - In terms of net inflow ratio, Haitian Flavoring and Food (03288), Jiangsu Nanjing Highway (00177), and Swire Properties B (00087) led the market with ratios of 55.51%, 49.37%, and 46.46% respectively [1][2] - The highest net outflow ratios were recorded by Reshape Energy (02570), Southbound Hang Seng Index ETF (03037), and First Pacific Company (00142) with ratios of -90.77%, -68.70%, and -60.36% respectively [1][3] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 562 million, representing 8.75% of its closing price of 50.800, which decreased by 0.88% [2] - Crystal International Holdings (02228) saw a net inflow of 227 million, with a net inflow ratio of 11.34% and a closing price of 7.450, which increased by 4.78% [2] - BYD Electronic (00285) recorded a net inflow of 213 million, with a net inflow ratio of 13.41% and a closing price of 38.680, which increased by 6.15% [2] Net Outflow Rankings - Xpeng Motors-W (09868) experienced the largest net outflow of -663 million, with a net outflow ratio of -20.13% and a closing price of 83.600, which increased by 5.36% [2] - Innovent Biologics (01801) had a net outflow of -535 million, with a net outflow ratio of -19.67% and a closing price of 89.950, which decreased by 1.42% [2] - Ganfeng Lithium (01772) recorded a net outflow of -410 million, with a net outflow ratio of -19.45% and a closing price of 34.000, which increased by 20.91% [2] Net Inflow Ratio Rankings - Haitian Flavoring and Food (03288) had a net inflow ratio of 55.51%, with a net inflow of 21.1399 million and a closing price of 33.560, which decreased by 0.47% [3] - Jiangsu Nanjing Highway (00177) recorded a net inflow ratio of 49.37%, with a net inflow of 14.6726 million and a closing price of 9.980, which decreased by 0.40% [3] - Swire Properties B (00087) had a net inflow ratio of 46.46%, with a net inflow of 4.0945 million and a closing price of 12.160, which decreased by 0.57% [3]

FIT HON TENG为近一个月首次上榜，当日港股通成交额为9.22亿港元，成交净买入2.35亿港元，该股 当日收盘上涨11.78%。（数据宝） 8月13日港股通成交活跃股榜单 | 证券 | 证券简称 | 成交金额（亿 | 净买入金额（亿 | 近一个月上榜 | 最新收盘价 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 港元） | 港元） | 次数 | （港元） | （%） | | 00700 | 腾讯控股 | 90.93 | -2.50 | 23 | 586.000 | 4.74 | | 00981 | 中芯国际 | 40.42 | 0.12 | 23 | 52.050 | 1.76 | | 01810 | 小米集团 W | 43.17 | 1.76 | 23 | 53.250 | 3.00 | | 09988 | 阿里巴巴 W | 85.97 | -2.43 | 23 | 123.700 | 6.09 | | 03690 | 美团-W | 40.05 | -1.88 | 20 | 124.300 | 4.10 | | 01788 ...

| 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 01801 | 信达生物 | 126973.63 | 70920.60 | 8.82 | | 02015 | 理想汽车-W | 251365.27 | 36684.97 | 3.30 | | 06088 | FITHONTENG | 92228.55 | 23494.79 | 11.78 | | 01810 | 小米集团-W | 431651.31 | 17588.47 | 3.00 | | 01788 | 国泰君安国际 | 139526.24 | 5618.78 | -1.47 | | 01024 | 快手-W | 124943.81 | 1929.62 | 4.68 | | 00981 | 中芯国际 | 404165.75 | 1244.92 | 1.76 | | 02228 | 晶泰控股 | 164926.30 | -5391.42 | 9.80 | | 03690 | 美团-W | 400524.52 | -18823.57 | 4.10 ...

深港通（南向）十大活跃成交公司 2025年8月13日当天，腾讯控股(00700)、阿里巴巴-W(09988)、盈富基金(02800)位居沪港通（南向）成 交额前3位，成交额分别为51.84 亿元、49.20 亿元、46.54 亿元；腾讯控股(00700)、阿里巴巴- W(09988)、盈富基金(02800) 位居深港通（南向）成交额前3位，成交额分别为39.10 亿元、36.78 亿 元、22.08 亿元。 沪港通（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) | 51.84 亿元 | -1.81 亿元 | | 阿里巴巴-W(09988) | 49.20 亿元 | -5.25 亿元 | | 盈富基金(02800) | 46.54 亿元 | -46.46 亿元 | | 中芯国际(00981) | 27.01 亿元 | +7850.05 万元 | | 小米集团-W(01810) | 27.00 亿元 | -7428.30 万元 | | 恒生中国企业(02828) | 25.33 亿元 | -23.11 亿元 | | 美团- ...

Core Viewpoint - JingTai Holdings (02228) has experienced a significant stock increase of over 10% following the announcement of a positive earnings forecast, indicating a strong financial outlook driven by strategic partnerships in AI-driven drug discovery [1] Financial Performance - The company anticipates a consolidated revenue of no less than RMB 500 million for the mid-2025 period, representing an increase of at least approximately 387% year-on-year [1] - Projected net profit is expected to be no less than RMB 50 million, with adjusted net profit anticipated to reach at least RMB 120 million [1] - This marks the company's first instance of achieving half-year profitability [1] Strategic Partnerships - The financial improvement is primarily attributed to a collaboration with DoveTree Medicines LLC and its affiliates, leveraging an end-to-end AI drug discovery platform and comprehensive "AI + Robotics" technology [1] - The partnership has resulted in a significant revenue boost, with an initial payment of USD 51 million recognized as revenue for the mid-2025 period, contributing substantially to the company's earnings during the reporting period [1] Market Position and Future Outlook - Dongwu Securities has highlighted the company as a rare player in the global AI for Science sector, considering the partnership a milestone event [1] - The initial payment amount exceeded expectations, validating the value of JingTai's AI and robotics technology in drug discovery [1] - The company's business model is beginning to take shape, laying a solid foundation for future commercial orders and rapid revenue growth in the medium to short term [1] - The client base for the company spans various sectors, including new materials, energy, and chemicals, further expanding the company's growth potential [1]

Core Viewpoint - Jingtai Holdings (02228) has experienced a significant stock increase of over 10% following the announcement of a positive earnings forecast, indicating strong growth potential driven by its collaboration in AI-driven drug discovery [1][2] Financial Performance - The company anticipates a consolidated revenue of no less than RMB 500 million for the period ending mid-2025, representing an increase of at least approximately 387% year-on-year [1] - Net profit is expected to be no less than RMB 50 million, with adjusted net profit projected to be no less than RMB 120 million, marking the company's first half-year profitability [1] Strategic Partnerships - The financial improvement is primarily attributed to the collaboration with DoveTree Medicines LLC and its affiliates, leveraging an end-to-end AI drug discovery platform and integrated "AI + robotics" technology [1] - The partnership has resulted in a significant revenue boost, with an initial payment of USD 51 million recognized as revenue for the mid-2025 period, contributing substantially to the company's earnings during the reporting period [1] Market Position and Growth Potential - Dongwu Securities highlights the company as a rare global player in AI for Science, considering the collaboration a milestone event [2] - The initial payment amount exceeded expectations, validating the value of Jingtai Holdings' AI and robotics technology in drug discovery, and establishing a solid foundation for future commercial orders [2] - The company's client base spans various sectors, including new materials, energy, and chemicals, further expanding its growth potential [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 快手-W(01024) 25.13 亿元 -10.52 亿元 中芯国际(00981) 20.25 亿元 +1.44 亿元 小米集团-W(01810) 18.27 亿元 +2.50 亿元 阿里巴巴-W(09988) 17.48 亿元 +2.59 亿元 腾讯控股 (00700) 16.86 亿元 +4.80 亿元 盈富基金(02800) 15.11 亿元 +15.00 亿元 晶泰控股(02228) 10.32 亿元 -1217.96 万元 美团-W(03690) 9.84 亿元 +3132.11 万元 信达生物(01801) 8.67 亿元 +9124.57 万元 美图公 司(01357) 8.58 亿元 -2.00 亿元 公司名称 成交金额 净买入额 中芯国际(00981) 35.61 亿元 +1.62 亿元 快手-W(01024) 35.32 亿元 -13.23 亿元 盈富基金(02800) 26.64 亿元 +26.60 亿元 小米集团-W(01810) 26.64 亿元 +1.34 亿元 国泰君安国际 (01788) 22.44 亿元 +889 ...

Group 1: Hong Kong Stock Market Performance - Zhengda Enterprise International (03839) surged over 20% after reporting a revenue of approximately $323 million, a year-on-year increase of 199.44%, and a net profit attributable to shareholders of $17.046 million, up 768.36% [2] - Zhenjiu Lidu (06979) rose over 11% as research indicated that the liquor industry is moving towards a performance bottom, with expectations for a trend reversal in stock prices ahead of demand recovery [2] - Lithium stocks fell, with Tianqi Lithium (09696) down over 7.5% and Ganfeng Lithium (01772) down over 5.7%, due to anticipated long-term production halts affecting domestic lithium carbonate output by nearly 12% [2] - China General Nuclear Power (01816) increased over 3% as it plans to commission multiple nuclear units between 2025 and 2030, with expectations of a long-term price rebound in the Guangdong region [2] Group 2: Company Earnings Reports - Hillstone Technology (01478) reported a revenue of 8.832 billion RMB for the first half of the year, a year-on-year increase of 15.1%, and a net profit of 308 million RMB, up 167.6% [4] - Jinsongzi (06896) fell nearly 20% after issuing a profit warning, expecting a profit decrease of about 37% compared to the same period in 2024 [4] - Jinke Services (09666) rose over 7% after announcing an expected net profit of approximately 0 to 100 million RMB for the six months ending June 30, 2025, compared to a net loss of 194.4 million RMB in the same period last year [4] - Jingtai Holdings (02228) increased nearly 5%, forecasting a comprehensive income of no less than 500 million RMB for the first half of 2025, a year-on-year increase of at least 387% [4] Group 3: U.S. Stock Market Highlights - AMD (AMD.US) fell 0.28% after confirming it received preliminary approval for AI chip exports to China [6] - TSMC (TSM.US) rose 0.11% with July sales reaching approximately $10.806 billion, a year-on-year increase of 25.8% [6] - Micron Technology (MU.US) increased by 4.06% after raising its revenue guidance for Q4 2025 to $11.1 billion to $11.3 billion, citing improved DRAM pricing conditions [6] - Intel (INTC.US) rose 3.51% amid news of CEO Pat Gelsinger's planned discussions with the White House [7] Group 4: Emerging Companies and Innovations - Tesla (TSLA.US) rose 2.85% after applying for a power supply license in the UK, aiming to compete with local energy giants [8] - Bilibili (BILI.US) increased by 1.67%, with a report highlighting that 70% of China's Z+ generation are users of the platform, indicating strong user engagement [8] - XPeng Motors (XPEV.US) continued to rise by 5.84% as its new extended-range model entered the new vehicle announcement list, indicating an upcoming launch [8]