Core Insights - On August 8, 2025, SMIC (00981), Alibaba-W (09988), and Xiaomi Group-W (01810) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 6.668 billion, 2.541 billion, and 2.286 billion respectively [1] - In the Southbound Stock Connect for Shenzhen, SMIC (00981), Xiaomi Group-W (01810), and Alibaba-W (09988) also ranked as the top three, with trading amounts of 4.406 billion, 1.514 billion, and 1.346 billion respectively [1] Southbound Stock Connect (Shanghai) - Top active companies by trading volume: - SMIC (00981): 6.668 billion with a net buy of 0.213 billion - Alibaba-W (09988): 2.541 billion with a net buy of 0.398 billion - Xiaomi Group-W (01810): 2.286 billion with a net buy of 0.547 billion - Tencent Holdings (00700): 1.916 billion with a net buy of 0.424 billion - Huizhou Network (09878): 1.758 billion with a net buy of 0.0758 billion - Hua Hong Semiconductor (01347): 1.125 billion with a net sell of 0.336 billion - Nanjing Panda Electronics (00553): 1.075 billion with a net sell of 0.0252 billion - CSPC Pharmaceutical Group (01093): 1.075 billion with a net sell of 0.133 billion - Dongfang Zhenxuan (01797): 1.024 billion with a net buy of 0.0556 billion - Jing Tai Holdings (02228): 0.956 billion with a net buy of 0.0446 billion [1] Southbound Stock Connect (Shenzhen) - Top active companies by trading volume: - SMIC (00981): 4.406 billion with a net sell of 0.639 billion - Xiaomi Group-W (01810): 1.514 billion with a net sell of 0.0745 billion - Alibaba-W (09988): 1.346 billion with a net buy of 0.333 billion - Tencent Holdings (00700): 1.214 billion with a net sell of 0.319 billion - Hutchison China MediTech (00013): 0.958 billion with a net sell of 0.158 billion - CanSino Biologics (09926): 0.893 billion with a net buy of 0.0202 billion - Zai Lab (09688): 0.768 billion with a net buy of 0.0217 billion - Innovent Biologics (01801): 0.759 billion with a net buy of 0.0745 billion - Fufeng Group (03738): 0.747 billion with a net buy of 0.0315 billion - Tracker Fund of Hong Kong (02800): 0.729 billion with a net buy of 0.0684 billion [1]

智通财经APP获悉，8月8日港股市场，北水成交净买入62.71亿港元，其中港股通(沪)成交净买入32.8亿 港元，港股通(深)成交净买入29.92亿港元。 北水净买入最多的个股是阿里巴巴-W(09988)、盈富基金(02800)、小米集团-W(01810)。北水净卖出最 多的个股是中芯国际(00981)、华虹半导体(01347)、和黄医药(00013)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中芯国际 | 34.40 乙 | 32.28 乙 | 66.68 亿 | | HK 00981 | | | +2.13 乙 | | 阿里巴巴-W | 14.6917 | 10.72亿 | 25.41 乙 | | HK 09988 | | | +3.98 亿 | | 小米集团-W | 14.16亿 | 8.69亿 | 22.86亿 | | HK 01810 | | | +5.47 乙 | | 腾讯控股 | 11.70 乙 | 7.461Z | 19.16亿 | | HK 00700 | | | +4.24 乙 | | 汇通 ...

具体数据如下（交易所数据根据T+2日结算）： 3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 盈富基金(02800) | -17.43亿元 | -6819.70万股 | | 中国移动(00941) | -13.58亿元 | -1580.10万股 | | 康方生物(09926) | -8.75亿元 | -555.83万股 | | 恆生中国企业(02828) | -7.05亿元 | -767.24万股 | | 泡泡玛特(09992) | -5.29亿元 | -189.71万股 | | 国泰君安国际(01788) | -3.56亿元 | -6839.40万股 | | 药明合联(02268) | -3.46亿元 | -602.65万股 | | 信达生物(01801) | -3.32亿元 | -362.75万股 | | 中金公司(03908) | -2.90亿元 | -1446.49万股 | | 优必选(09880) | -2.75亿元 | -281.01万股 | 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生 ...

前十大沽空金额排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 小米集团-W(01810) | 30.06 亿元 | 18.44% | 5.50% | | 腾讯控股(00700) | 20.99 亿元 | 21.87% | 10.87% | | 阿里巴巴-SW(09988) | 10.88 亿元 | 13.67% | 0.85% | | 美团-W(03690) | 9.37 亿元 | 26.46% | 8.17% | | 比亚迪股份(01211) | 7.59 亿元 | 19.35% | -11.84% | | 石药集团(01093) | 6.80 亿元 | 25.96% | 4.29% | | 康方生物(09926) | 4.97 亿元 | 21.07% | 10.42% | | 中国平安(02318) | 4.97 亿元 | 29.85% | 7.51% | | 理想汽车-W(02015) | 4.66 亿元 | 21.28% | -4.21% | | 快手-W(01024) | 4.60 亿元 | 17.58% | -0.63% | ...

简历显示：郑宁先生:中国,研究生、硕士。曾任泰康资产管理有限责任公司股票研究经理、高级股票研 究经理;中庚基金管理有限公司研究员、高级研究员(医药组组长)。2022年加入中银基金管理有限公司。 2022年7月1日担任中银创新医疗混合型证券投资基金基金经理。2022年10月13日担任中银医疗保健灵活 配置混合型证券投资基金基金经理。2023年2月28日任中银大健康股票型证券投资基金基金经理。 来源：金融界 金融界2025年8月7日消息，中银创新医疗混合A(007718) 最新净值2.1723元，下跌3.54%。该基金近1个 月收益率12.66%，同类排名684|4457；近6个月收益率78.76%，同类排名23|4316；今年来收益率 80.53%，同类排名29|4287。 中银创新医疗混合A股票持仓前十占比合计62.83%，分别为：信达生物（8.33%）、科伦博泰生 （8.15%）、恒瑞医药（8.08%）、康方生物（8.07%）、新诺威（6.13%）、百利天恒（5.99%）、百济 神州-U（5.97%）、翰森制药（4.15%）、荣昌生物（4.05%）、康诺亚-B（3.91%）。 公开资料显示，中银创新医疗混合 ...

8月7日恒生指数上涨0.69%，南向资金全天合计成交金额为1407.38亿港元，其中，买入成交707.00亿港 元，卖出成交700.38亿港元，合计净买入金额6.61亿港元。具体来看，港股通（深）累计成交金额 526.81亿港元，买入成交283.53亿港元，卖出成交243.29亿港元，合计净买入金额40.24亿港元；港股通 （沪）累计成交金额880.57亿港元，买入成交423.47亿港元，卖出成交457.10亿港元，合计净卖出金额 33.63亿港元。 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 01810 | 小米集团-W | 1047772.68 | 172172.52 | -3.98 | | 00981 | 中芯国际 | 426693.35 | 49971.98 | 0.76 | | 09988 | 阿里巴巴-W | 443298.37 | 49292.76 | 2.14 | | 00700 | 腾讯控股 | 377791.38 | 42667.88 | -0.26 | | 01347 ...

（文章来源：证券时报网） 康方生物获南向资金连续3天净买入，累计净买入金额为6.74亿港元，股价累计上涨3.48%。 8月7日上榜的成交活跃股中，康方生物通过港股通渠道成交金额为11.38亿港元，净买入金额为2.46亿港 元，不仅如此，该股已连续3日出现成交净买入，累计净买入金额为6.74亿港元，其间股价上涨3.48%。 （数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 证券时报·数据宝统计显示，8月7日港股通（包括沪市港股通及深市港股通）成交活跃股合计成交437.22 亿港元，净卖出金额为8.01亿港元。 ...

Group 1 - Xiaomi Group-W (01810) leads the southbound trading volume on both Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, with transaction amounts of 62.12 billion and 42.66 billion respectively [1][1][1] - The top three companies by trading volume on Shanghai-Hong Kong Stock Connect are Xiaomi Group-W (01810), Yingfu Fund (02800), and Alibaba-W (09988) [1][1] - On Shenzhen-Hong Kong Stock Connect, the top three companies are Xiaomi Group-W (01810), SMIC (00981), and Alibaba-W (09988) [1][1] Group 2 - The net buying amount for Xiaomi Group-W (01810) on Shanghai-Hong Kong Stock Connect is +17.67 billion, while on Shenzhen-Hong Kong Stock Connect it is -45.59 million [1][1] - Alibaba-W (09988) has a net buying amount of +3.25 billion on Shanghai-Hong Kong Stock Connect and +1.68 billion on Shenzhen-Hong Kong Stock Connect [1][1] - SMIC (00981) shows a significant net buying amount of +5.26 billion on Shenzhen-Hong Kong Stock Connect, while it has a net buying amount of -25.94 million on Shanghai-Hong Kong Stock Connect [1][1]

Core Insights - Sanofi has confirmed the cessation of the promotion of its PCSK9 inhibitor, Alirocumab, in the Chinese market due to global supply issues and a strategic upgrade in its cardiovascular product line [2][3] - The exit of Alirocumab from the market has opened opportunities for domestic pharmaceutical companies to enter the PCSK9 inhibitor space [1][3] Industry Overview - PCSK9 inhibitors are considered a milestone in lipid-lowering therapies, with significant implications for managing high LDL cholesterol levels, which are primarily influenced by genetic factors [1][3] - The understanding of lipoprotein(a) [Lp(a)] in cardiovascular diseases has led to increased interest in developing new lipid-lowering drugs targeting this specific marker [1][7] Market Dynamics - The market for lipid-lowering medications is competitive, with established statin drugs and newer PCSK9 inhibitors being used in combination for optimal patient outcomes [4][5] - There are currently seven approved PCSK9 inhibitors in China, including both imported and domestic products, with ongoing developments from various companies [5][6] Emerging Opportunities - Companies are actively pursuing the development of alternative medications in light of Alirocumab's market exit, indicating a robust interest in the PCSK9 inhibitor segment [3][6] - The market is also seeing advancements in therapies targeting Lp(a), with several multinational corporations engaged in clinical trials for new drugs aimed at lowering Lp(a) levels [7]

Group 1 - Southbound funds net bought Hong Kong stocks worth 661 million HKD today [1] - Notable net purchases include Xiaomi Group-W at 1.722 billion HKD, SMIC at 499 million HKD, Alibaba-W at 492 million HKD, and Tencent Holdings at 426 million HKD [1] - Southbound funds have net bought Tencent for 11 consecutive days, totaling 6.3707 billion HKD, and Alibaba for 4 consecutive days, totaling 2.60865 billion HKD [1] Group 2 - The net selling included the Tracker Fund of Hong Kong at 4.72 billion HKD and Pop Mart at 283 million HKD [1] - Xiaomi Group-W experienced a price drop of 4.0% with a net buy of 1.767 billion HKD [3] - The Tracker Fund of Hong Kong had a slight increase of 0.6% but saw a significant net sell of 4.72 billion HKD [3]