Core Insights - The report highlights significant changes in the shareholding ratios of various companies under the Hong Kong Stock Connect program, indicating shifts in investor sentiment and potential investment opportunities. Group 1: Increased Shareholding Ratios - The companies with the largest increases in shareholding ratios include: - Hang Seng China Enterprises (02828) with an increase of 4.29%, reaching a holding ratio of 19.02% [1][2] - Dongjiang Environmental (00895) with an increase of 2.08%, reaching a holding ratio of 42.98% [1][2] - Meizhong Jiahe (02453) with an increase of 2.02%, reaching a holding ratio of 32.46% [1][2] - Over the last five trading days, the top gainers in shareholding ratios were: - Hang Seng China Enterprises (02828) with an increase of 11.75% [5] - Changfei Optical Fiber (06869) with an increase of 7.15%, reaching a holding ratio of 45.78% [5] - Zhengzhou Bank (06196) with an increase of 3.95%, reaching a holding ratio of 51.58% [5] Group 2: Decreased Shareholding Ratios - The companies with the largest decreases in shareholding ratios include: - Shandong Molong (00568) with a decrease of 3.32%, holding 58.15% [3][4] - Kanglong Chemical (03759) with a decrease of 1.21%, holding 54.05% [3][4] - Green Leaf Pharmaceutical (02186) with a decrease of 1.09%, holding 39.33% [3][4] - Over the last five trading days, the top decliners in shareholding ratios were: - Shandong Xinhua Pharmaceutical (00719) with a decrease of 5.14%, holding 42.62% [6] - Guolian Minsheng (01456) with a decrease of 2.30%, holding 52.59% [6] - Dongfang Electric (01072) with a decrease of 2.06%, holding 40.71% [6] Group 3: Long-term Trends - Over the last 20 trading days, the companies with the largest increases in shareholding ratios included: - Hang Seng China Enterprises (02828) with an increase of 18.02%, holding 19.02% [8] - Changfei Optical Fiber (06869) with an increase of 17.40%, holding 45.78% [8] - Junda Co., Ltd. (02865) with an increase of 14.19%, holding 27.55% [8] - The companies with the largest decreases in shareholding ratios over the last 20 trading days included: - Shijiazhuang Octagon (09676) with a decrease of 13.12%, holding 9.51% [9] - Marco Digital Technology (01942) with a decrease of 9.35%, holding 43.30% [9] - Tigermed (03347) with a decrease of 8.65%, holding 58.37% [9]

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: 2025年7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: 長飛光纖光纜股份有限公司 呈交日期: 2025年8月5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) | 06869 | 說明 | 長飛光纖光纜 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 351,566,794 | RMB | | | 1 RMB | | 351,566,794 | | 2. 股份分類 | ...

消息面上，隔夜英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。国金证券近日研报指出，海外 AI产业链业绩及资本开支超预期，AI算力硬件需求持续强劲。全球AI产业链公司陆续公布2025Q2业 绩，很多公司AI业绩超预期，Meta及微软也发布了超预期的Q2业绩，并对2026年资本开支展望乐观。 值得注意的是，长飞光纤光缆近期公告指出，公司注意到近期市场对算力数据中心相关光纤光缆产品， 尤其是空芯光纤关注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小，其 中，空芯光纤作为行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的价 格及利润水平。空芯光纤从早期试用验证到规模商用仍需产品及产业链进一步成熟，目前相关业务尚未 对公司财务数据产生明显影响，后续发展存在不确定性。 长飞光纤（601869）光缆(06869)涨超6%，近一个月股价累涨超五成，公司A股今日涨停。截至发稿， 涨6.21%，报30.46港元，成交额11.87亿港元。 ...

消息面上，隔夜英伟达昨晚收涨3.62%报每股180美元，再创收盘新高。国金证券近日研报指出，海外 AI产业链业绩及资本开支超预期，AI算力硬件需求持续强劲。全球AI产业链公司陆续公布2025Q2业 绩，很多公司AI业绩超预期，Meta及微软也发布了超预期的Q2业绩，并对2026年资本开支展望乐观。 值得注意的是，长飞光纤光缆近期公告指出，公司注意到近期市场对算力数据中心相关光纤光缆产品， 尤其是空芯光纤关注度较高。与数据中心相关的光纤光缆产品占全球光纤光缆需求总量的比例较小， 其中，空芯光纤作为行业前沿产品，其应用目前仍处于早期阶段，尚未形成规模销售、尚未形成稳定的 价格及利润水平。空芯光纤从早期试用验证到规模商用仍需产品及产业链进一步成熟，目前相 关业务 尚未对公司财务数据产生明显影响，后续发展存在不确定性。 智通财经APP获悉，长飞光纤光缆(06869)涨超6%，近一个月股价累涨超五成，公司A股今日涨停。截 至发稿，涨6.21%，报30.46港元，成交额11.87亿港元。 ...

Group 1 - Copper cable stocks continued to strengthen in the afternoon, with Changxin Bochuang rising over 16%, reaching a historical high [2] - Yidong Electronics increased by over 10%, indicating strong market performance [2] - Other companies such as Xinke Materials, Taicheng Light, Zhaolong Interconnect, Changfei Fiber, and Huamai Technology also experienced gains [2]

Group 1 - The core point of the article is that Draka Comteq B.V. has reduced its stake in Changfei Optical Fiber (601869) from 15.00% to 10.00% through a sale of 37,595,255 H-shares, representing 5.00% of the total share capital after excluding shares in the repurchase account [1] - On August 4, shareholders transferred shares worth HKD 422 million from the Hong Kong Stock Connect (Shanghai) to BNP Paribas, accounting for 4.47% of the total shares [1]

长飞光纤光缆公布，Draka Comteq B.V.于 2025 年 7 月 29 日通过香港联交所大宗交易方式出售上市公司 37,595,255 股 H 股股份，占上市公司剔除回购专用证券账户中股份数量后的总股本的 5.00%。本次权益 变动后，Draka Comteq B.V.持有上市公司股份比例由 15.00%下降至 10.00%。 智通财经APP获悉，香港联交所最新资料显示，8月4日，长飞光纤光缆(06869)股东将股票由港股通(沪) 转入法国巴黎银行，转仓市值4.22亿港元，占比4.47%。 ...

3、港股通5日占比增持榜（前10名） 智通财经APP获悉，根据2025年8月4日披露数据，恆生中国企业（02828）、安德利果汁（02218）、美 中嘉和（02453）港股通持股占比增加值最大，分别增加6.53%、2.56%、2.52%；国联民生（01456）、 长飞光纤光缆（06869）、山东新华製药股份（00719）港股通持股占比减少值最大，分别减 少-1.64%、-1.15%、-1.03%。 在最近有统计数据的5个交易日内，恆生中国企业（02828）、长飞光纤光缆（06869）、山东墨龙 （00568）港股通持股占比增加值最大，分别增加14.25%、11.93%、6.52%；山东新华製药股份 （00719）、白云山（00874）、重庆钢铁股份（01053）港股通持股占比减少值最大，分别减 少-4.86%、-2.18%、-1.98%。 具体数据如下（交易所数据根据T+2日结算）： 1、港股通最新日占比增持榜（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) | +6.53% | 14.73% | | 安德利果汁(0221 ...

资金流向方面，今日主力资金净流入5739.22万元，占比成交额6.82%。其中，超大单净流入4136.23万 元、占成交额4.92%，大单净流入1602.99万元、占成交额1.91%，中单净流出流入971.58万元、占成交 额1.15%，小单净流出6710.79万元、占成交额7.98%。 长飞光纤最新一期业绩显示，截至2025一季报，公司营业总收入28.94亿元、同比增长21.23%，归属净 利润1.52亿元，同比增长161.91%，扣非净利润4324.86万元，同比增长77.07%，流动比率1.331、速动比 率1.026、资产负债率51.93%。 金融界消息 截至2025年8月4日收盘，长飞光纤（601869）报收于51.82元，上涨2.15%，换手率4.01%， 成交量16.30万手，成交金额8.41亿元。 通过天眼查大数据分析，长飞光纤光缆股份有限公司共对外投资了43家企业，参与招投标项目2943次， 知识产权方面有商标信息223条，专利信息1733条，此外企业还拥有行政许可402个。 来源：金融界 天眼查商业履历信息显示，长飞光纤光缆股份有限公司，成立于1988年，位于武汉市，是一家以从事计 算机、 ...

Core Insights - The article highlights the changes in the Hong Kong Stock Connect holdings, indicating significant increases and decreases in ownership percentages for various companies [1][2]. Group 1: Companies with Increased Holdings - Shandong Molong (00568) saw the largest increase in holdings, up by 7.40%, bringing its total to 61.14% [2]. - Changfei Fiber Optic Cable (06869) experienced a 3.04% increase, with a new holding percentage of 47.11% [2]. - Meizhong Jiahe (02453) had a 2.67% increase, resulting in a holding percentage of 27.92% [2]. - Over the last five trading days, Changfei Fiber Optic Cable (06869) led with a 14.30% increase, now at 47.11% [3]. - Yisou Technology (02550) followed with a 12.39% increase, reaching 58.26% [3]. Group 2: Companies with Decreased Holdings - Baiyunshan (00874) recorded the largest decrease in holdings, down by 0.86%, now at 60.69% [2]. - Huaneng International Power (00902) also decreased by 0.86%, with a holding percentage of 46.50% [2]. - Beijing Capital Machinery (00187) saw a reduction of 0.83%, bringing its total to 46.04% [2]. - In the last five trading days, Shandong Xinhua Pharmaceutical (00719) had the most significant decrease at 3.52%, now at 43.97% [3]. - Asymchem Laboratories (06855) decreased by 2.89%, with a holding percentage of 47.86% [3].