Group 1 - The hydroelectric concept stocks experienced a significant decline in the afternoon trading session [1] - Huaxin Cement (600801), Subote (603916), and Zhongshe Co. (002883) hit the daily limit down [1] - Shen Shui Guiyuan (301038) and Tie Jian Heavy Industry fell over 14% [1]

Group 1 - On July 24, 2025, SMIC (00981), Alibaba-W (09988), and Tencent Holdings (00700) ranked as the top three companies by trading volume in the southbound trading of the Stock Connect, with trading volumes of 4.395 billion, 3.061 billion, and 2.944 billion respectively [1] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), SMIC (00981), and Alibaba-W (09988) also ranked as the top three, with trading volumes of 2.138 billion, 1.961 billion, and 1.635 billion respectively [1] Group 2 - In the southbound trading of the Stock Connect, the top active companies included SMIC (00981) with a trading amount of 4.395 billion and a net buy of -0.684 billion, Alibaba-W (09988) with a trading amount of 3.061 billion and a net buy of -0.373 billion, and Tencent Holdings (00700) with a trading amount of 2.944 billion and a net buy of +0.381 billion [2] - In the southbound trading of the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700) had a trading amount of 2.138 billion with a net buy of +0.158 billion, SMIC (00981) had a trading amount of 1.961 billion with a net buy of +0.667 billion, and Alibaba-W (09988) had a trading amount of 1.635 billion with a net buy of +0.178 billion [2]

Group 1 - The stock of Huaxin Cement (600801) increased by 4.82% with a turnover rate of 14.42% and a trading volume of 3.431 billion yuan, showing a fluctuation of 16.76% throughout the day [2] - Institutional investors net sold 248 million yuan, while the Shanghai-Hong Kong Stock Connect saw a net purchase of 34.058 million yuan, and the total net purchase from brokerage seats was 137 million yuan [2] - The stock was listed on the Shanghai Stock Exchange due to its daily fluctuation value reaching 16.76%, with institutional specialized seats net selling 248 million yuan [2] Group 2 - As of July 23, the margin trading balance for the stock was 451 million yuan, with a financing balance of 445 million yuan and a securities lending balance of 605,940 yuan [3] - Over the past five days, the financing balance increased by 159 million yuan, representing a growth of 55.51%, while the securities lending balance rose by 433,920 yuan, a surge of 252.26% [3] - The company reported a first-quarter revenue of 7.162 billion yuan, a year-on-year increase of 1.10%, and a net profit of 234 million yuan, up 31.80% year-on-year [3] Group 3 - The company expects a net profit of between 1.096 billion yuan and 1.132 billion yuan for the first half of the year, indicating a year-on-year change of 50.00% to 55.00% [3] - In the past five days, one institution rated the stock as a buy, with the highest target price set at 17.71 yuan by Huatai Securities on July 21 [3] - The trading data on July 24 shows significant buying and selling activity from various brokerage firms, with the top buying seat being the Shanghai-Hong Kong Stock Connect specialized seat, which purchased 115.39 million yuan [4]

Group 1: Market Overview - Northbound trading recorded a net buy of HKD 37.19 billion, with HK Stock Connect (Shanghai) contributing HKD 21.52 billion and HK Stock Connect (Shenzhen) contributing HKD 15.67 billion [1] - The most bought stocks included Tencent (00700), Hong Kong Exchanges and Clearing (00388), and Hua Hong Semiconductor (01347) [1] - The most sold stocks were Xiaomi Group-W (01810), Alibaba-W (09988), and Huaxin Cement (06655) [1] Group 2: Stock Performance - Semiconductor stocks showed mixed results, with Hua Hong Semiconductor (01347) receiving a net buy of HKD 2.4 billion, while SMIC (00981) faced a net sell of HKD 166.1 million [5] - Tencent (00700) saw a net buy of HKD 5.38 billion, while Alibaba-W (09988) experienced a net sell of HKD 1.94 billion [4] - Hong Kong Exchanges and Clearing (00388) received a net buy of HKD 3.24 billion, with a projected net profit of HKD 8 billion for the first half of the year, a 31% increase year-on-year [5] Group 3: Sector Insights - The e-commerce sector is expected to see stable profit growth, with concerns over competition being overblown [4] - The demand for AI chips is anticipated to shift towards domestic foundries, benefiting companies like SMIC [5] - The duty-free retail market in Hainan is expected to grow due to relaxed policies, benefiting China Duty Free Group (01880) which received a net buy of HKD 1.11 billion [6]

一、本持股计划的基本情况 公司分别于2020年8月11日、2020年9月25日召开公司第九届董事会第十八次 会议及2020年第二次临时股东大会，审议通过了《关于公司2020-2022年核心员 工持股计划（草案）及其摘要的议案》《关于提请股东大会授权董事会办理公司 2020-2022年核心员工持股计划相关事宜的议案》等相关议案，具体内容详见公 司分别于2020年8月13日、2020年9月26日在指定信息披露媒体发布的相关公告。 证券代码：600801 证券简称：华新水泥 公告编号：2025-025 华新水泥股份有限公司 关于2020-2022年核心员工持股计划 股票出售完毕的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重 大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 华新水泥股份有限公司（以下简称"公司"）2020-2022年核心员工持股计 划（以下简称"持股计划"）所持有的公司股票已全部出售完毕。根据中国证监 会《关于上市公司实施员工持股计划试点的指导意见》《上海证券交易所上市公 司自律监管指引第 1 号——规范运作》及《公司2020-2022年核心员工持股计 ...

Group 1 - The core viewpoint of the article highlights the significant rise in Hong Kong's construction and cement stocks, with notable increases in share prices for specific companies [1] Group 2 - Western Cement (02233.HK) experienced a surge of over 10% in its stock price [1] - Huaxin Cement (06655.HK) saw an increase of more than 5% [1] - Shanshui Cement (00691.HK) rose by over 3% [1]

Group 1 - The core viewpoint of the article highlights the continued upward trend of certain Hong Kong cement stocks, with notable gains reported [1] - Western Cement (02233.HK) experienced a significant increase of 16.48% [1] - Other cement companies also saw positive movements, including Shanshui Cement (00691.HK) with a rise of 5.08%, Huaxin Cement (06655.HK) up by 2.51%, and Dongwu Cement (00695.HK) increasing by 2.33% [1]

7月23日恒生指数上涨1.62%，报收25538.07点，全天南向资金通过港股通渠道合计净卖出13.20亿港 元。 证券时报·数据宝统计，7月23日港股通全天合计成交金额为1816.67亿港元，成交净卖出13.20亿港元。 具体来看，沪市港股通成交金额1191.16亿港元，成交净卖出9.28亿港元；深市港股通成交金额625.51亿 港元，成交净卖出3.92亿港元。 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63.44亿港元，成交金额居首； 其次是国泰君安国际、阿里巴巴-W，成交金额分别为52.45亿港元、44.41亿港元。以净买卖金额统计， 中国人寿净买入额为6.65亿港元，净买入金额居首，该股收盘股价上涨3.34%。净卖出金额最多的是美 团-W，净卖出8.26亿港元，收盘股价上涨3.26%。 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41.19亿港元；其次是阿里巴巴- W、美团-W，成交金额分别为28.20亿港元、21.29亿港元。以净买卖金额统计，有6只股为净买入，净 买入金额最多的是阿里巴巴-W，净买入6.18亿港元，该股收盘上涨2.46%。净卖出金额最多的是腾讯 ...

Group 1 - On July 23, 2025, Tencent Holdings (00700), Guotai Junan International (01788), and Alibaba-W (09988) were the top three companies by trading volume in the Southbound Stock Connect, with transaction amounts of 6.344 billion, 5.245 billion, and 4.441 billion respectively [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, Tencent Holdings (00700), Alibaba-W (09988), and Meituan-W (03690) also ranked as the top three, with transaction amounts of 4.119 billion, 2.820 billion, and 2.129 billion respectively [1] Group 2 - In the Southbound Stock Connect (Shanghai-Hong Kong), the top active trading companies included Tencent Holdings (00700) with a net buy amount of -0.177 billion, Guotai Junan International (01788) with +0.104 billion, and Alibaba-W (09988) with -0.416 billion [2] - In the Southbound Stock Connect (Shenzhen-Hong Kong), the top active trading companies included Tencent Holdings (00700) with a net buy amount of -0.952 billion, Alibaba-W (09988) with +0.618 billion, and Meituan-W (03690) with -0.195 billion [2]

证券代码：600801 证券简称：华新水泥 公告编号：2025-024 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ◆华新水泥股份有限公司（以下简称"公司"）股票于2025年7月21日、22日、 23日连续三个交易日收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所 交易规则》的有关规定，属于股票交易异常波动。 ◆经公司自查并向第一大股东核实，截至本公告披露日，不存在应披露而未 披露的重大信息。 ◆公司敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 华新水泥股份有限公司 一、 股票交易异常波动的具体情况 公司股票于2025年7月21日、22日、23日连续三个交易日内收盘价格涨幅偏 离值累计达到20%，根据《上海证券交易所股票交易规则》的有关规定，属于股 票异常波动情形。 二、公司关注并核实的相关情况 针对公司股票异常波动的情况，公司对有关事项进行了核查，并发函询问了 公司第一大股东，现就有关情况说明如下： （一）生产经营情况 经公司自查，公司目前生产经营正常，市场环 ...