Key Points - The top three stocks with net inflows from southbound funds are China Life (02628) with 1.58 billion, Southern Hang Seng Technology (03033) with 768 million, and Alibaba-W (09988) with 452 million [1][2] - The top three stocks with net outflows are Tencent Holdings (00700) with -1.20 billion, Anta Sports (02020) with -697 million, and Rongchang Biopharmaceutical (09995) with -584 million [1][2] - In terms of net inflow ratio, Datang Renewable (01798) leads with 74.45%, followed by Shenzhen Expressway (00548) with 50.53%, and Bosideng (03998) with 50.23% [1][3] - The top three stocks with the highest net outflow ratios are Chongqing Rural Commercial Bank (03618) at -58.46%, Kington Services (09666) at -54.34%, and Poly Property Group (00119) at -51.88% [1][3] Net Inflow Rankings - The top ten stocks by net inflow include: - China Life (02628): 1.58 billion, 34.91% increase, closing price 23.620 (+3.60%) [2] - Southern Hang Seng Technology (03033): 768 million, 14.65% increase, closing price 5.475 (-0.90%) [2] - Alibaba-W (09988): 452 million, 4.38% increase, closing price 121.800 (-1.54%) [2] - Other notable stocks include Li Auto-W (02015) with 349 million and AIA Group (01299) with 317 million [2] Net Outflow Rankings - The top ten stocks by net outflow include: - Tencent Holdings (00700): -1.20 billion, -5.56% decrease, closing price 590.000 (+0.68%) [2] - Anta Sports (02020): -697 million, -40.49% decrease, closing price 92.450 (+2.72%) [2] - Rongchang Biopharmaceutical (09995): -584 million, -33.65% decrease, closing price 77.450 (+13.65%) [2] - Other notable stocks include Meituan-W (03690) with -387 million and China Construction Bank (00939) with -366 million [2] Net Inflow Ratio Rankings - The top stocks by net inflow ratio include: - Datang Renewable (01798): 74.45%, net inflow of 14.5175 million, closing price 2.360 (+0.85%) [3] - Shenzhen Expressway (00548): 50.53%, net inflow of 8.719 million, closing price 7.020 (0.00%) [3] - Bosideng (03998): 50.23%, net inflow of 6.728 million, closing price 4.630 (+0.65%) [3]

格隆汇8月15日丨晶泰控股(02228.HK)公布，董事会将于2025年8月27日(星期三)举行董事会会议，藉以 考虑及通过(包括其他事项)集团截至2025年6月30日止的六个月的中期业绩及建议派发股息(如有)，以及 处理其他事项。 ...

Group 1 - Northbound capital recorded a net purchase of HKD 35.876 billion on August 15, setting a new historical record for single-day net purchases [1] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Hang Seng China Enterprises (02828), and Southern Hang Seng Technology (03033) [1][5] - The net purchases for the top three stocks were HKD 12.788 billion, HKD 5.356 billion, and HKD 2.176 billion respectively [5] Group 2 - Alibaba-W (09988), Tencent (00700), and Meituan-W (03690) saw net purchases of HKD 1.454 billion, HKD 1.406 billion, and HKD 1.246 billion respectively [6] - Semiconductor companies like SMIC (00981) and Hua Hong Semiconductor (01347) received net purchases of HKD 392 million and HKD 2.843 million respectively, driven by increased demand in the industrial and automotive sectors [6] Group 3 - Crystal Tech Holdings (02228) experienced a net purchase of HKD 134 million, with expectations of significant revenue growth due to a partnership with DoveTree [7] - Li Jin Technology (00558) received a net purchase of HKD 108 million, focusing on a strategic collaboration for magnesium alloy humanoid robots [7]

（原标题：北水动向|北水成交净买入358.76亿 再创历史最高单日净买入纪录 北水全天抢筹港股ETF及科网股） 智通财经APP获悉，8月15日港股市场，北水成交净买入358.76亿港元，再创历史最高单日净买入纪录，其中港股通(沪)成交净买入197.12亿港元， 港股通(深)成交净买入161.65亿港元。 北水净买入最多的个股是盈富基金(02800)、恒生中国企业(02828)、南方恒生科技(03033)。 中芯国际(00981)、华虹半导体(01347)分别获净买入3.92亿、2843万港元。消息面上，国泰海通证券指出，伴随工业及汽车下游开启补库，BCD Analog下游需求有望增长，二季度及下半年晶圆代工产能利用率有望持续提升。此外，当前国内先进制程工艺持续迭代，AI芯片有望逐步转向国 内晶圆代工，而中芯国际、华虹半导体作为布局先进制程的核心资产将有望迎来 AI 时代的广阔国产替代空间。 晶泰控股(02228)获净买入1.34亿港元。消息面上，晶泰科技发布盈喜，预期上半年综合收益将不少于5亿元人民币，按年增加至少约387%；预期 将转亏为盈录得纯利不少于5,000万元，为集团首次实现半年盈利。期内财务表现预 ...

承董事會命 董事會召開日期 晶泰控股有限公司（「本公司」），連同其附屬公司，統稱（「本集團」）董事會（「董 事會」）茲通告董事會將於二零二五年八月二十七日（星期三）舉行董事會會議， 藉以考慮及通過（包括其他事項）本集團截至二零二五年六月三十日止的六個 月的中期業績及建議派發股息（如有），以及處理其他事項。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或 因倚賴該等內容而引致的任何損失承擔任何責任。 XtalPi Holdings Limited （ 於 開 曼 群 島 註 冊 成 立 之 有 限 公 司 ） （股份代號：2228） 晶泰控股有限公司 溫書豪博士 香港，二零二五年八月十五日 於本公告日期，董事會成員包括執行董事溫書豪博士、馬健博士、賴力鵬博士及蔣一得博士； 以及獨立非執行董事羅卓堅先生、陳穎琪女士及周明笙先生。 晶泰控股有限公司 董事會主席兼執行董事 ...

8月14日恒生指数下跌0.37%，报收25519.32点，全天南向资金通过港股通渠道合计净买入10.34亿港 元。 证券时报·数据宝统计，8月14日港股通全天合计成交金额为1475.43亿港元，成交净买入10.34亿港元。 具体来看，沪市港股通成交金额927.12亿港元，成交净买入16.45亿港元；深市港股通成交金额548.31亿 港元，成交净卖出6.11亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，腾讯控股成交额为60.03亿港元，成交金额居首； 其次是阿里巴巴-W、中芯国际，成交金额分别为36.89亿港元、36.59亿港元。以净买卖金额统计，中国 人寿净买入额为13.53亿港元，净买入金额居首，该股收盘股价上涨3.60%。净卖出金额最多的是腾讯控 股，净卖出6.78亿港元，收盘股价上涨0.68%。 深市港股通前十大成交活跃股中，成交额居首的是腾讯控股，成交金额41.88亿港元；其次是中芯国 际、阿里巴巴-W，成交金额分别为21.29亿港元、21.23亿港元。以净买卖金额统计，有5只股为净买 入，净买入金额最多的是阿里巴巴-W，净买入3.13亿港元，该股收盘下跌1.54%。净卖出金额最多的是 腾讯 ...

8月14日消息，南向资金今日成交1475.43亿港元，净流入约10.34亿港元。其中沪港股通净流入约16.45 亿港元，深港股通净流出约6.11亿港元 交易所数据显示，8月14日南向资金动向： 大幅净买入：中国人寿(02628.HK)13.53亿港元、阿里巴巴-W(09988.HK)4.55亿港元、理想汽车- W(02015.HK)3.52亿港元、三生制药(01530.HK)3.04亿港元、康方生物(09926.HK)2.22亿港元、中芯国际 (00981.HK)1.62亿港元。 大幅净卖出：腾讯控股(00700.HK)119698.80万港元、美团W(03690.HK)38634.16万港元、晶泰控股 (02228.HK)25483.83万港元、药明生物(02269.HK)18831.93万港元。 成交详情 中国人寿今日涨3.60%，沪港股通净买入13.53亿港元。 晶泰控股今日涨11.61%，沪港股通净卖出13421.88万港元，深港股通净卖出12061.94万港元。 药明生物今日涨0.06%，深港股通净卖出18831.93万港元。 本文源自：金融界 阿里巴巴W今日跌1.54%，沪港股通净买入1.42亿港 ...

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]