Core Insights - The article discusses the AH premium rates of various stocks as of August 7, highlighting the top and bottom performers in terms of premium rates and deviation values [1][2]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 831.03%, followed by Hongye Futures (03678) at 233.11% and Andeli Juice (02218) at 211.82% [1][2]. - The top three stocks with the highest deviation values are Andeli Juice (02218) at 29.36%, Kinglong Magnet (06680) at 18.33%, and Zhaoyan New Drug (06127) at 14.37% [1][2]. Group 2: Bottom AH Premium Rates - The stocks with the lowest AH premium rates include Heng Rui Pharmaceutical (01276) at -6.07%, China Merchants Bank (03968) at 5.94%, and Zijin Mining (02899) at 8.09% [1][2]. - The bottom three stocks with the lowest deviation values are BYD Company (01211) at -185.95%, Chenming Paper (01812) at -71.15%, and Northeast Electric (00042) at -62.30% [1][2]. Group 3: Detailed Premium and Deviation Data - The top ten AH stocks by premium rate include Fudan Zhangjiang (01349) at 205.08% and Zhejiang Shibao (01057) at 190.91% [2]. - The bottom ten AH stocks by premium rate include Midea Group (00300) at 8.93% and Weichai Power (02338) at 9.41% [2]. - The deviation values for the top ten AH stocks show significant positive deviations for Andeli Juice, while BYD Company shows a substantial negative deviation [2][3].

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) | - ...

Core Viewpoint - The Korea Trade Commission has made a preliminary affirmative ruling on anti-dumping measures against single-mode optical fibers originating from China, suggesting a temporary anti-dumping duty of 43.35% on specific Chinese companies and other manufacturers/exporters [1] Group 1: Anti-Dumping Investigation - The investigation was initiated on March 7, 2025, focusing on single-mode optical fibers from China [1] - The dumping investigation period is set from July 1, 2023, to June 30, 2024, while the injury investigation period spans from January 1, 2021, to December 31, 2024 [1] Group 2: Affected Companies - The companies affected by the ruling include Hengtong Optic-Electric Co., Ltd., Yangtze Optical Fibre and Cable Joint Stock Limited Company, and Hangzhou Jinxingtong Optical Fiber Technology Co Ltd., along with their affiliates and other Chinese manufacturers/exporters [1] - The products under investigation fall under the Korean tax code 9001.10.0000, excluding low-loss fiber bundles, cables, and single-mode fibers specified as G.652.D primarily used for optical equipment [1]

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%。 ...