值得一提的是，港股互联网ETF（513770）攀升区间持续宽幅溢价，实时溢价率达0.47%，显示买盘资 金较为强势。 板块个股中，平安好医生涨超7%，医脉通涨超5%，东方甄选涨超4%；龙头股表现分化，哔哩哔哩- W、快手-W涨超1%，小米集团-W、美团-W跟涨，阿里巴巴-W跌超1%。 7月30日，科网龙头震荡反弹，重仓港股互联网龙头的港股互联网ETF（513770）场内价格现涨 1.49%，上探收复5日线，实时成交额超2.5亿元，交投活跃。 | 分时 多日 1分 5分 15分 * 综合解 F9 前复权 超级稳加 面述 工具 @ (1) > | | | | 港股互联网ETF ① | स | | --- | --- | --- | --- | --- | --- | | 513770.SH[熟股互联网ETF] 2025/07/30 收1.157 幅1.49%(0.017) 开 1.131 高 1.157 低量 | 18157 +0.017 +1.49% | | | | N 513770 | | MAS 1.1511 MA10 1.1441 MA20 1.1061 MA60 1.0681 MA120 1.0611 ...

| 25 | | 金蝶国际 | 77.06 | 1 4 | | --- | --- | --- | --- | --- | | 26 | | 新东方 | 76.45 | 1 1 | | 27 | | 万国数据 | 75.02 | 11 | | 28 | | 用友网络 | 71.64 | 1 t | | 29 | | 巨人网络 | 65.55 | 1 t | | 30 | m | 美图公司 | 63.41 | 1 1 | | 31 | | 金山软件 | 62.27 | 2 t | | 32 | | 昆仑万维 | 62.24 | 2 1 | | 33 | | 中国软件 | 62.24 | -1 - | | 34 | | 好未来 | 62.22 | | | 35 | | 同程旅行 | 61.28 | 11 | | 36 | | 深信服 | 59.74 | 1 1 | | 37 | | 润和软件 | 59.69 | -2 1 | | 38 | | 恺英网络 | 56.34 | 11 | | 39 | | 拓维信息 | 55.83 | -1 | | 40 | | 柏楚电子 | 54.06 | | | 41 | 3) | ...

据悉，这一举措是漯河市市场监督管理局源汇分局在餐饮监管领域的又一重大突破。早在今年5月，该 局就引导全区712家美团线上餐饮在"沙澧食安"微信小程序中落实"互联网+明厨亮灶"工程。如今，美团 App端的接入，进一步完善了源汇区的餐饮监管体系，守护消费者"看得见的信任"。（董燕 李琳） 编辑：赵鼎 转自：新华财经 7月28日，河南省漯河市源汇区辖区内美团线上外卖餐饮与漯河市市场监督管理局源汇分局"互联网+智 慧监管"系统成功对接，填补了全省美团手机端实时展示线上餐饮主体"阳光厨房"的空白。 社会公众只需打开美团App外卖页面，进入在营餐饮主体的"商家"模块，便能实时查看后厨食材处理、 烹饪过程等生产加工环节，厨师的每一个动作、食材的处理过程都清晰呈现，实现"云监工"式点餐体 验。 ...

Group 1: Core Insights - China has become a significant force in the global economic landscape, influencing business and investment decisions amid complex market conditions [1][2] - Tim Campbell, CEO of Baillie Gifford, emphasizes the importance of long-term investment strategies and the need to focus on long-term trends rather than short-term noise [1][2][9] Group 2: ESG Investment Perspective - ESG factors are critical in the investment process, especially for long-term holdings, as companies with poor ESG practices struggle to succeed over time [2][12] - Baillie Gifford engages with portfolio companies to ensure adherence to the highest industry standards for sustainable development [2][12] Group 3: Emerging Market Opportunities - Tim Campbell expresses optimism about the investment potential in emerging markets, particularly China, highlighting rapid developments in electric vehicles, e-commerce, and solar energy [2][15] - The resilience of China's consumer market and technological innovation capabilities position it well to navigate tariff policies and geopolitical uncertainties [2][11] Group 4: Investment Decision Factors - Successful investment relies on a well-structured investment team culture and incentive mechanisms, with a focus on long-term performance [6][9] - Unique and valuable research inputs are essential for making differentiated investment decisions, as demonstrated by Baillie Gifford's early investments in companies like Tesla [7][9] Group 5: China's Competitive Edge - Chinese companies exhibit remarkable efficiency and competitiveness, which are crucial for their success in the global market [18][19] - The intense competition in sectors like electric vehicles and solar energy drives Chinese firms to excel and innovate [19][20] Group 6: Future Economic Trends - Despite current economic challenges, the long-term growth trajectory of the Chinese economy remains positive, with significant achievements in poverty alleviation and GDP growth [20][21] - Key sectors for future growth in China include healthcare, e-commerce, and renewable energy, with a focus on identifying valuable investment opportunities [21][22]

Market Overview - The Hang Seng Index is expected to rise towards 26,000 points due to a stable economic outlook in mainland China and a postponement of tariffs by the US [2] - Active trading in the Hong Kong market indicates a positive risk appetite, with capital rotating among different sectors [2] Short-term Sector Outlook - Focus on upcoming economic indicators including the US Federal Reserve's interest rate decision, Q2 GDP, and earnings reports from major companies such as HSBC and Budweiser [3] Macro Focus - The IMF has slightly raised its global growth forecast for 2025 and 2026, predicting a 4.8% growth for China this year [4][9] - The US and China are expected to hold another round of trade talks within approximately 90 days, pending approval from President Trump [4][9] Corporate News - Baoshan International has issued a profit warning, expecting a 44% drop in interim profits [5][11] - Huaneng Power International reported a 23% increase in net profit for the first half of the year, exceeding expectations [5][11] - Ideal Automotive launched its second pure electric vehicle, priced starting at 320,000 RMB [5][11] International Market Outlook - The US Federal Reserve maintained interest rates, indicating a cautious approach towards future inflation uncertainties [6] - The ongoing trade negotiations are affecting oil demand growth, with OPEC+ increasing supply to limit international oil price increases [6] Index Performance - The Hang Seng Index closed at 25,524 points, with a year-to-date increase of 27.24% [6] - The Shanghai Composite Index rose by 0.33% to close at 3,610 points, reflecting a year-to-date increase of 7.70% [6] Commodity and Currency Market - The CRB Commodity Index increased by 0.81% year-to-date, while gold prices rose by 0.36% [6] - The US Dollar Index showed a slight increase of 0.26% year-to-date [6] Company Earnings Forecasts - China Ruyi Holdings expects to turn a profit for the first half of the year, projecting a net profit of approximately 1 to 1.2 billion RMB [11] - Huaneng Power International's revenue for the first half of the year was reported at 112.03 billion RMB, a decrease of 5.7% year-on-year [11]

7月29日，商业智能数据服务商QuestMobile发布《2025年中国移动互联网半年大报告》。报告显示，截至2025年6月，全网月活跃用户规模已经达到12.67 亿，同比增长了2.5%；用户人均单日使用时长及次数分别为7.97小时、117.9次，同比提升了7.8%、2.6%。 数据显示，过去半年多，全网用户总量和用户黏性正打破此前几年的瓶颈状态，用户量同比增长重新回到了2%以上，用户人均使用时长重回5%以上，呈现 出增速回升且充满韧性。 今年上半年，头部互联网企业流量持续聚集，行业前15名的企业去重用户规模均超过4亿，其中，腾讯控股、阿里巴巴、抖音集团、百度集团构成了第一梯 队，去重用户规模分别达到12.66亿、12.48亿、11.68亿、11.05亿；拼多多、蚂蚁集团、美团、京东构成了第二梯队，去重用户规模分别达到9.52亿、9.35 亿、8.94亿、8.76亿。 受此影响，整个上半年，国内文旅市场持续火热，消费市场呈现出浓厚的"烟火气"，不仅出现了"网红景点热""网红博物馆热""大学热"， "为看演唱会奔赴 一座城市"更是轮番登上热搜，截至6月份，在线旅游行业用户规模同比增长4.4%，已达1.56亿，在 ...

| 公司名称 | 持股数量 | 最新持股比例 | | --- | --- | --- | | 中国电信(00728) | 103.66亿股 | 74.69% | | 绿色动力环保(01330) | 2.83亿股 | 69.97% | | 中国神华(01088) | 22.60亿股 | 66.91% | | 天津创业环保股份(01065) | 2.20亿股 | 64.57% | | 弘业期货(03678) | 1.59亿股 | 63.78% | | 新天绿色能源(00956) | 11.68亿股 | 63.49% | | 凯盛新能(01108) | 1.58亿股 | 63.22% | | 南方恆生科技(03033) | 55.92亿股 | 62.77% | | 白云山(00874) | 1.38亿股 | 62.70% | | 復星医药(02196) | 3.43亿股 | 62.21% | | 浙江世宝(01057) | 1.31亿股 | 60.36% | | 昊天国际建投(01341) | 46.54亿股 | 60.07% | | 京基金融国际(01468) | 10.42亿股 | 59.98% | | 东方证 ...

Wind数据显示，截至7月29日，南向资金今年以来累计净流入8420.02亿港元，创年度净流入金额历史新 高，为2024年同期的2倍多。其中，4月9日单日净流入355.86亿港元，创单日净流入纪录。在今年以来 南向资金交易的135个交易日中，出现净流入的交易日有114个，占比超八成。 今年以来，南向资金在港股交易占比持续提升。7月29日，南向资金成交额为1554.92亿港元，为当日港 股市场成交额的近六成。 从南向资金持仓情况来看，Wind数据显示，截至7月28日，南向资金持股数量达5256.06亿股，较2025年 初增加598.21亿股；持仓市值超过5.6万亿港元，较2025年初增加2.03万亿港元。根据今年以来截至7月 28日南向资金的净流入金额计算，今年以来南向资金浮盈达1.2万亿港元。 行业方面，南向资金对金融、信息技术、可选消费行业持仓市值居前，分别达14517.43亿港元、 11115.84亿港元、7175.67亿港元。此外，南向资金对医疗保健行业持仓市值超5300亿港元，对通讯服务 行业持仓市值超4900亿港元。 个股方面，南向资金持仓腾讯控股超过5400亿港元，持仓建设银行、中国移动、小米集团 ...

Group 1 - Recent heavy rainfall in Beijing has led to flooding and geological disasters, prompting the city to issue a red rainstorm warning and activate a level one emergency response for flood control [1] - Meituan Public Welfare Foundation, in collaboration with One Foundation, has initiated an emergency response mechanism to assist severely affected areas such as Miyun and Huairou, providing transitional housing, sanitation kits, and heavy equipment for disaster recovery [1] - Meituan has committed to donating 5 million yuan for post-disaster reconstruction efforts in the affected regions [1] Group 2 - Meituan Xiaoxiang Supermarket has urgently dispatched over 25,000 items, including self-heating pots, bottled water, instant noodles, and ham sausages, to support residents in disaster-stricken areas [3] - Meituan Medical Health has coordinated with partners to send 160 stretchers and over 2,000 medical supplies to support disaster relief and medical care for affected communities [5][6] Group 3 - Meituan Travel has implemented protective measures for hotel, attraction, and vacation bookings affected by the heavy rain, offering free cancellations and refunds, and providing risk alerts on the Meituan app [8] - The company has established a special task force for flood relief in North China and will continue to monitor the disaster situation while cooperating with relevant authorities for rescue and recovery efforts [8]

Market Overview - The Hang Seng Index closed at 25,271.92, down by 252.53 points or 0.99% on July 29 [1] - The index reached a high of 25,554.41 and a low of 25,232.19 during the trading session, with a trading volume of 66.91 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 102.137, up by 1.33% compared to the Hong Kong market close [2] - Tencent Holdings closed at HKD 550.482, down by 0.81% compared to the Hong Kong market close [2] ADR Performance Summary - Tencent Holdings: ADR price at HKD 550.482, down by HKD 4.518 or 0.81% [3] - Alibaba Group: ADR price at HKD 117.114, down by HKD 3.586 or 2.97% [3] - HSBC Holdings: ADR price at HKD 102.137, up by HKD 1.337 or 1.33% [3] - Xiaomi Group: ADR price at HKD 54.601, down by HKD 0.699 or 1.26% [3] - Meituan: ADR price at HKD 126.886, down by HKD 1.714 or 1.33% [3] - AIA Group: ADR price at HKD 74.746, down by HKD 0.054 or 0.07% [3] - Hong Kong Exchanges: ADR price at HKD 435.801, down by HKD 4.999 or 1.13% [3] - Industrial and Commercial Bank of China: ADR price at HKD 6.024, down by HKD 0.046 or 0.75% [3] - BYD Company: ADR price at HKD 126.396, down by HKD 1.904 or 1.48% [3] - Ping An Insurance: ADR price at HKD 56.163, down by HKD 0.237 or 0.42% [3]