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) | 72.56 亿元 | +1.66 亿元 | | 阿里巴巴-W(09988) | 29.45 亿元 | +9.55 亿元 | | 中芯国际(00981) | 16.87 亿元 | -4.31 亿元 | | 小米集团-W(01810) | 13.46 亿元 | +4.31 亿元 | | 南方恒生科技(03033) | 12.11 亿元 | +11.23 亿元 | | 美团-W(03690) | 10.53 亿元 | +4.04 亿元 | | 长飞光纤光缆(06869) | 10.05 亿元 | -476.84 万元 | | 快手-W(01024) | 7.68 亿元 | +2.21 亿元 | | 钧达股份(02865) | 6.75 亿元 | +7011.29 万元 | | 华虹半导体(01347) | 6.15 亿元 | -2.36 亿元 | 智通财经APP获悉，2026年2月4日当天，腾讯控股(00700)、阿里巴巴-W(09988)、中芯国际(00981)位居 ...

智通财经APP获悉，2月4日港股市场，北水成交净买入133.73亿港元，其中港股通(沪)成交净买入73.93亿港元，港股通 (深)成交净买入59.8亿港元。 港股通(深)活跃成交股 北水资金抢筹科网股，腾讯(00700)、阿里巴巴-W(09988)、美团-W(03690)、快手-W(01024)分别获净买入22.31亿、11.71 亿、4.04亿、2.2亿港元。消息面上，近日网上流传一则互联网增值服务（如游戏内购、广告）加税的传言。大摩认为市场 对于增值税法规可能带来负面影响的过度担忧。该行指出，目前没有证据表明互联网相关服务(例如虚拟游戏物品、网络 广告等，税率为6%)的增值税会发生任何变化。该行认为中国的AI路径在2026年将更加明朗，由供给端和需求端共同驱 动。 小米集团-W(01810)获净买入7.65亿港元。消息面上，中银国际发表报告指，1月小米电动车交付量超过3.9万台，表现优于 同行，主要得益于YU7储备订单及金融促销方案的推出。该行认为小米在AI大模型、机器人及芯片等领域的持续投入及潜 在回报预期，将为当前估值提供支撑。 北水净买入最多的个股是腾讯(00700)、阿里巴巴-W(09988)、南 ...

Group 1 - As of February 4, 100 stocks reached a 52-week high, with METROPOLIS CAP (08621), Asia Backup (08290), and Wenling Tooling (01379) leading the high rate at 74.55%, 63.89%, and 57.48% respectively [1] - METROPOLIS CAP closed at 0.048 with a peak of 0.096, while Asia Backup closed at 0.032 with a peak of 0.059, and Wenling Tooling closed at 3.400 with a peak of 6.000 [1] - Other notable stocks that reached new highs include Asia Internet Technology (00679) at 46.23% and Asia Pacific Financial Investment (08193) at 25.45% [1] Group 2 - The 52-week low rankings show that Gaodi Co. (01676) had the largest decline at -45.71%, followed by Xixiang Group (02473) at -23.42% and Jianfa Xingsheng (00731) at -21.51% [3] - Gaodi Co. closed at 0.243 with a low of 0.171, while Xixiang Group closed at 2.370 with a low of 2.060, and Jianfa Xingsheng closed at 0.137 with a low of 0.135 [3] - Other significant declines include Huaxia SOL-R (83460) at -14.34% and Huaxia SOL-U (09460) at -13.97% [3]

FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 海南鈞達新能源科技股份有限公司 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02865 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 63,432,300 | RMB | | 1 RMB | | | 63,432,300 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 63,432,300 | RMB | | 1 RMB | | | 63,432,300 | II. 已發行股份及/或庫 ...

Group 1 - Hong Kong solar stocks experienced a rise in the afternoon trading session [1] - JunDa Holdings (02865.HK) increased by 10.39%, reaching HKD 50.45 [1] - GCL-Poly Energy (03800.HK) rose by 4.76%, trading at HKD 1.1 [1] - Xinyi Solar (00968.HK) saw an increase of 4.34%, priced at HKD 3.61 [1] - Flat Glass Group (06865.HK) gained 2.41%, with a price of HKD 11.47 [1]

Core Viewpoint - Solar stocks experienced a significant rise in the afternoon trading session, driven by rumors of Elon Musk's team visiting multiple Chinese solar companies for potential collaboration and technology assessment [1] Group 1: Stock Performance - JunDa Co., Ltd. (02865) saw an increase of 10.39%, reaching HKD 50.45 [1] - GCL-Poly Energy Holdings Limited (03800) rose by 4.76%, trading at HKD 1.1 [1] - Xinyi Solar Holdings Limited (00968) increased by 4.34%, priced at HKD 3.61 [1] - Flat Glass Group Co., Ltd. (06865) gained 2.41%, with a share price of HKD 11.47 [1] Group 2: Market Rumors and Investigations - Reports indicated that Elon Musk's team conducted secret visits to various Chinese solar enterprises, focusing on equipment, silicon wafers, and battery components, particularly those utilizing heterojunction and perovskite technologies [1] - A representative from JinkoSolar, a leading solar module manufacturer, confirmed contact with Musk's investigation team, noting that the team inquired about the company's technological capabilities and production equipment, although specific collaboration intentions were not disclosed [1] - The representative also mentioned that other major domestic solar companies were similarly approached for assessments [1]

Core Viewpoint - The stock of Junda Co., Ltd. (02865) has increased by over 6%, reaching HKD 48.5, with a trading volume of HKD 646 million, driven by heightened market interest in the photovoltaic sector following Elon Musk's comments on building a space solar AI data center and a 200GW photovoltaic capacity plan [1] Group 1: Market Reaction - Junda Co., Ltd. experienced a stock price increase of 6.13% [1] - The trading volume reached HKD 646 million, indicating strong investor interest [1] Group 2: Industry Developments - Elon Musk's team has reportedly visited several Chinese photovoltaic companies to explore projects related to equipment, silicon wafers, and battery components, focusing on heterojunction and perovskite technology [1] - A photovoltaic company confirmed contact with Musk's team, stating that the details of the visit need to remain confidential [1] Group 3: Company Initiatives - In December of last year, Junda Co., Ltd. signed a strategic cooperation framework agreement with Shangyi Optoelectronics to collaborate on flexible perovskite technology research and industrialization for space computing and energy applications [1] - The company disclosed plans to invest HKD 30 million for a 16.67% stake in Shanghai Xingyi Xinneng, with the aim of establishing a joint venture focused on CPI films and products combining CPI films with crystalline silicon batteries for low-orbit and space photovoltaic applications [1]

北水净买入最多的个股是腾讯(00700)、南方恒生科技(03033)、中国移动(00941)。北水净卖出最多的个股是盈富基金 (02800)、中芯国际(00981)、阿里巴巴-W(09988)。 港股通(深)活跃成交股 智通财经APP获悉，2月3日港股市场，北水成交净买入9.52亿港元，其中港股通(沪)成交净买入17.33亿港元，港股通(深) 成交净卖出7.81亿港元。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 腾讯控股 | 64.50亿 | 42.48亿 | 106.98亿 | | HK 00700 | | | +22.02亿 | | 阿里巴巴-W | 29.05亿 | 34.92 Z | 63.97 亿 | | HK 09988 | | | -5.87 亿 | | 中芯国际 | 15.13亿 | 23.19 乙 | 38.32亿 | | HK 00981 | | | -8.06 Z | | 盈富基金 | 7802.83万 | 26.36亿 | 27.14亿 | | HK 02800 | | | -25.58 ...

本文源自：金融界AI电报 港股商业航天板块震荡走高，钧达股份(02865.HK)涨超27%，亚太卫星(01045.HK)涨超12%，金风科技 (02208.HK)、中航科工(02357.HK)、蓝思科技(06613.HK)等个股跟涨。 ...

钧达股份(02865.HK)涨23.2%，报45.4600港元，股价创历史新高，总市值141.50亿港元。 ...