根据2025年8月6日披露数据，华润医疗（01515）、长飞光纤光缆（06869）、英诺赛科（02577）港股 通持股占比增加值最大，分别增加3.12%、1.71%、1.12%；恆生中国企业（02828）、盈富基金 （02800）、龙蟠科技（02465）港股通持股占比减少值最大，分别减少-18.37%、-8.53%、-3.07%。 2、港股通最新日占比减持榜（前20名） | 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 恆生中国企业(02828) | -18.37% | 0.65% | | 盈富基金(02800) | -8.53% | 0.65% | | 龙蟠科技(02465) | -3.07% | 48.38% | | 南方恆生科技(03033) | -2.60% | 59.94% | | 山东墨龙(00568) | -2.14% | 56.01% | | 重庆钢铁股份(01053) | -2.05% | 33.91% | | 优必选(09880) | -1.08% | 25.40% | | --- | --- | --- | | 宜搜科技(02550) | - ...

深市港股通前十大成交活跃股中，成交额居首的是晶泰控股，成交金额21.30亿港元；其次是阿里巴巴- W、美团-W，成交金额分别为20.54亿港元、18.55亿港元。以净买卖金额统计，有7只股为净买入，净 买入金额最多的是腾讯控股，净买入8.00亿港元，该股收盘上涨1.70%。净卖出金额最多的是美团-W， 净卖出3.84亿港元，收盘股价下跌1.46%。（数据宝） 8月6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（%） | | --- | --- | --- | --- | --- | --- | | 00700 | 腾讯控股 | 港股通(沪) | 455358.46 | 71753.88 | 1.70 | | 02228 | 晶泰控股 | 港股通(沪) | 451811.07 | 47520.46 | 12.42 | | 09988 | 阿里巴巴-W | 港股通(沪) | 316394.87 | 67793.11 | 0.60 | | 00981 | 中芯国际 | 港股通(沪) | 233003.74 | 36379.08 | 3.14 | | ...

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晶泰控股，合计成交额66.48亿港元， 腾讯控股、阿里巴巴-W成交额紧随其后，分别成交63.65亿港元、52.18亿港元。以净买卖金额统计，净 买入的个股共有7只，腾讯控股净买入额为15.18亿港元，净买入金额居首，该股收盘股价上涨1.70%， 阿里巴巴-W净买入额为8.76亿港元，中芯国际净买入额为6.12亿港元。净卖出金额最多的是小米集团- W，净卖出2.29亿港元，该股收盘股价下跌0.55%，泡泡玛特、美团-W遭净卖出2.23亿港元、1.48亿港 元。 8月6日恒生指数上涨0.03%，南向资金全天合计成交金额为1259.74亿港元，其中，买入成交677.30亿港 元，卖出成交582.44亿港元，合计净买入金额94.85亿港元。具体来看，港股通（深）累计成交金额 471.73亿港元，买入成交260.95亿港元，卖出成交210.78亿港元，合计净买入金额50.16亿港元；港股通 （沪）累计成交金额788.01亿港元，买入成交416.35亿港元，卖出成交371.66亿港元，合计净买入金额 44.69亿港元。 从连续性进行统计， 有4只股获南向资金连续3天 ...

| 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 晶泰控股(02228) | 21.30 亿元 | +5750.15 万元 | | 阿里巴巴-W(09988) | 20.54 亿元 | +1.98 亿元 | | 美团-W(03690) | 18.55 亿元 | -3.84 亿元 | | 腾讯控股(00700) | 18.12 亿元 | +8.00 亿元 | | 理想汽车-W(02015) | 13.94 亿元 | -3918.97 万元 | | 泡泡玛特(09992) | 13.49 亿元 | +8996.36 万元 | | 中芯国际(00981) | 12.78 亿元 | +2.48 亿元 | | 小米集团-W(01810) | 10.05 亿元 | -1.44 亿元 | | 比亚迪电子(00285) | 9.79 亿元 | +2.18 亿元 | | 康方生物(09926) | 7.28 亿元 | +1.38 亿元 | | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 45.54 亿元 | +7.18 ...

8月6日消息，南向资金今日成交1259.74亿港元，净流入约94.85亿港元。其中沪港股通净流入约44.69亿 港元，深港股通净流入约50.16亿港元 交易所数据显示，8月6日南向资金动向： 大幅净买入：腾讯控股(00700.HK)15.18亿港元、阿里巴巴-W(09988.HK)8.76亿港元、中芯国际 (00981.HK)6.12亿港元、晶泰控股(02228.HK)5.33亿港元、康方生物(09926.HK)1.38亿港元、理想汽车- W(02015.HK)1.19亿港元。 晶泰控股今日涨12.42%，沪港股通净买入4.75亿港元，深港股通净买入5750.15万港元。 康方生物今日涨5.03%，深港股通净买入1.38亿港元。 理想汽车W今日跌5.35%，沪港股通净买入1.58亿港元，深港股通净卖出3918.97万港元。 小米集团W今日跌0.55%，沪港股通净卖出8501.64万港元，深港股通净卖出14410.94万港元。 泡泡玛特今日涨7.87%，沪港股通净卖出31306.92万港元，深港股通净买入8996.36万港元。 美团W今日跌1.46%，沪港股通净买入2.37亿港元，深港股通净卖出38412.99 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound trading, with a total net buy of 94.85 billion HKD on August 6, 2023, indicating strong investor interest in certain stocks, particularly Tencent, Alibaba, and SMIC, while Xiaomi faced notable net selling [1][4]. Group 1: Northbound Trading Activity - Northbound trading through Stock Connect saw a net buy of 44.69 billion HKD from Shanghai and 50.16 billion HKD from Shenzhen [1]. - The most bought stocks included Tencent (00700), Alibaba-W (09988), and SMIC (00981) [1]. - Xiaomi Group-W (01810) was the most sold stock, with a net sell of 2.29 billion HKD [6]. Group 2: Individual Stock Performance - Tencent Holdings (00700) had a net buy of 26.36 billion HKD, with total trading volume of 45.54 billion HKD, reflecting a net inflow of 7.18 billion HKD [2]. - Alibaba-W (09988) saw a net buy of 19.21 billion HKD, with total trading volume of 31.64 billion HKD, resulting in a net inflow of 6.78 billion HKD [2]. - SMIC (00981) recorded a net buy of 13.47 billion HKD, with a total trading volume of 23.30 billion HKD, leading to a net inflow of 3.64 billion HKD [2]. Group 3: Company-Specific News - Tencent's new mobile game "无畏契约" is anticipated to generate annual revenue of 5 to 6 billion CNY, with over 50 million pre-registrations [4]. - Alibaba launched a new membership system integrating various services, marking a strategic shift towards a comprehensive consumer platform [5]. - SMIC is expected to report a quarterly revenue decline for the first time in two years, with a guidance range of 4% to 6% [5]. - Crystal Technology (02228) secured a record order of approximately 470 billion HKD (59.9 billion USD) for drug development collaboration [6].

Group 1 - The core viewpoint of the report is that Gallium Nitride (GaN) is the most promising power semiconductor in consumer electronics, electric vehicles, and renewable energy sectors, with Innoscience (02577) being the largest GaN IDM company globally [1] - The report highlights that Innoscience has a significant advantage as a Chinese company, given that China is the largest potential GaN market, producing approximately 55% of the world's smartphones, which will rapidly adopt GaN-based fast charging technology [1] - Innoscience plans to increase its production capacity sixfold by 2028, which is expected to significantly reduce costs and drive industry adoption [1] Group 2 - The report predicts that Innoscience will achieve a gross margin of 21% by the second half of 2025, nearing breakeven in 2026, and generating positive cash flow by 2027, with a projected net profit of 685 million RMB [1]

Market Overview - On August 5, the Hang Seng Index rose by 0.68%, with total southbound trading amounting to HKD 129.701 billion, including buy transactions of HKD 76.563 billion and sell transactions of HKD 53.138 billion, resulting in a net buy of HKD 23.426 billion [1] Southbound Trading Details - The southbound trading through Stock Connect (Shenzhen) had a total trading amount of HKD 47.198 billion, with buy transactions of HKD 28.343 billion and sell transactions of HKD 18.854 billion, leading to a net buy of HKD 9.489 billion [1] - The southbound trading through Stock Connect (Shanghai) had a total trading amount of HKD 82.504 billion, with buy transactions of HKD 48.220 billion and sell transactions of HKD 34.284 billion, resulting in a net buy of HKD 13.936 billion [1] Active Stocks - The most actively traded stock by southbound funds was the Tracker Fund of Hong Kong, with a total trading amount of HKD 6.3006 billion and a net buy of HKD 6.2929 billion, closing with a price increase of 0.63% [1] - Tencent Holdings and SMIC followed, with trading amounts of HKD 4.898 billion and HKD 3.569 billion, respectively [1] - A total of 12 stocks experienced net buying, with Tencent Holdings seeing a net buy of HKD 0.832 billion and Southern Hang Seng Technology a net buy of HKD 0.798 billion [1] Continuous Net Buying - Among the stocks, Tencent Holdings, Xiaomi Group-W, and Kuaishou-W were continuously net bought for more than three days, with Tencent Holdings leading with a total net buy of HKD 4.426 billion over nine days [2] - Xiaomi Group-W followed closely with a net buy of HKD 4.411 billion over eight days, and Kuaishou-W with HKD 2.452 billion over four days [2] Summary of Active Stocks on August 5 - The following table summarizes the active stocks and their respective trading amounts, net buying, and daily price changes: | Code | Name | Trading Amount (HKD million) | Net Buy (HKD million) | Daily Change (%) | |--------|--------------------|------------------------------|-----------------------|-------------------| | 02800 | Tracker Fund | 6300.64 | 6292.99 | 0.63 | | 00700 | Tencent Holdings | 4897.79 | 831.72 | 1.64 | | 03033 | Southern Hang Seng Tech | 868.05 | 798.36 | 0.93 | | 01024 | Kuaishou-W | 2408.49 | 646.71 | 2.79 | | 02015 | Li Auto-W | 2927.53 | 586.03 | 1.58 | | 09988 | Alibaba-W | 3391.32 | 511.50 | -0.17 | | 01357 | Meituan | 2976.58 | 386.43 | -6.92 | | 09926 | CanSino Biologics | 877.47 | 290.20 | 7.17 | | 03690 | Meituan-W | 901.74 | 270.26 | -0.08 | | 01810 | Xiaomi Group-W | 2887.14 | 248.22 | -0.46 | | 02577 | InnoCare Pharma | 2303.82 | 232.89 | -6.65 | | 00981 | SMIC | 3568.78 | 121.27 | -0.97 | | 01788 | Guotai Junan International | 2225.67 | -5.07 | -0.94 | [2]

（文章来源：证券时报网） 证券时报·数据宝统计显示，8月5日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交365.34 亿港元，净买入金额为111.66亿港元。 8月5日上榜的成交活跃股中，英诺赛科通过港股通渠道成交金额为23.04亿港元，净买入金额为2.33亿港 元，不仅如此，该股已连续3日出现成交净买入，累计净买入金额为9.60亿港元，其间股价上涨 59.43%。（数据宝） 英诺赛科获南向资金连续3天净买入，累计净买入金额为9.60亿港元，股价累计上涨59.43%。 ...

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 | | --- | --- | --- | | 腾讯控股(00700) | 19.54 亿元 | +3.05 亿元 | | 小米集团-W(01810) | 13.14 亿元 | +244.56 万元 | | 中芯国际(00981) | 12.65 亿元 | +2.74 亿元 | | 理想汽车-W(02015) | 12.52 亿元 | +3.00 亿元 | | 阿里巴巴-W(09988) | 12.19 亿元 | +2.55 亿元 | | 美图公司(01357) | 11.05 亿元 | +2.67 亿元 | | 快手-W(01024) | 9.07 亿元 | +3.05 亿元 | | 美团-W(03690) | 9.02 亿元 | +2.70 亿元 | | 康方生物(09926) | 8.77 亿元 | +2.90 亿元 | | 南方恒生科技(03033) | 8.68 亿元 | +7.98 亿元 | 智通财经APP获悉，2025年8月5日当天，盈富基金(02800)、腾讯控股(00700)、英诺赛科(02577)位居沪 港通（南向） ...