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智通港股沽空统计|11月11日
智通财经网· 2025-11-11 00:23
Core Insights - The article highlights the top short-selling ratios and amounts for various companies, indicating significant market sentiment against these stocks [1][2]. Short-Selling Ratios - Lenovo Group-R (80992) has the highest short-selling ratio at 89.80% with a short-selling amount of 194.85 thousand [2]. - JD Group-SWR (89618) follows with a short-selling ratio of 82.03% and an amount of 18.12 thousand [2]. - Xiaomi Group-WR (81810) ranks third with a short-selling ratio of 69.31% and a short-selling amount of 150.53 thousand [2]. Short-Selling Amounts - Tencent Holdings (00700) leads in short-selling amount with 1.774 billion, representing a short-selling ratio of 18.90% [2]. - Alibaba-SW (09988) is second with a short-selling amount of 1.675 billion and a ratio of 17.89% [2]. - Pop Mart (09992) ranks third with a short-selling amount of 869 million and a ratio of 15.69% [2]. Deviation Values - Xiaomi Group-WR (81810) has the highest deviation value at 37.71%, indicating a significant difference from its past average short-selling ratio [2]. - Wynn Macau (01128) follows with a deviation value of 30.40% [2]. - Midea Group (N23078) ranks third with a deviation value of 23.49% [2].
智通港股通资金流向统计(T+2)|11月11日
智通财经网· 2025-11-10 23:34
Key Points - The top three stocks with net inflows from southbound funds are Xiaopeng Motors (12.25 billion), Huahong Semiconductor (9.60 billion), and Xiaomi Group (6.63 billion) [1][2] - The top three stocks with net outflows are the Tracker Fund of Hong Kong (-9.43 billion), Hang Seng China Enterprises (-5.33 billion), and Pop Mart (-4.20 billion) [1][2] - In terms of net inflow ratio, Qingdao Bank (58.10%), Modern Dairy (51.22%), and Shougang Resources (46.73%) lead the market [1][3] - The stocks with the highest net outflow ratios are Yancoal Australia (-63.89%), Cha Baidao (-55.23%), and Luk Fook Holdings (-55.03%) [1][3] Net Inflow Rankings - Xiaopeng Motors had a net inflow of 12.25 billion, representing a 29.35% increase in its closing price to 89.400 [2] - Huahong Semiconductor saw a net inflow of 9.60 billion, with a closing price increase of 9.05% to 80.100 [2] - Xiaomi Group experienced a net inflow of 6.63 billion, with a slight closing price increase of 0.28% to 43.440 [2] Net Outflow Rankings - The Tracker Fund of Hong Kong had the largest net outflow of -9.43 billion, with a closing price increase of 2.15% to 26.600 [2] - Hang Seng China Enterprises faced a net outflow of -5.33 billion, with a closing price increase of 2.09% to 95.540 [2] - Pop Mart recorded a net outflow of -4.20 billion, with a minimal closing price increase of 0.09% to 217.600 [2] Net Inflow Ratio Rankings - Qingdao Bank led with a net inflow ratio of 58.10%, with a net inflow of 49.11 million and a closing price of 4.090 [3] - Modern Dairy followed with a net inflow ratio of 51.22%, net inflow of 6.91 million, and a closing price of 1.230 [3] - Shougang Resources had a net inflow ratio of 46.73%, with a net inflow of 15.71 million and a closing price of 3.250 [3] Net Outflow Ratio Rankings - Yancoal Australia had the highest net outflow ratio of -63.89%, with a net outflow of -26.17 million and a closing price of 28.540 [3] - Cha Baidao recorded a net outflow ratio of -55.23%, with a net outflow of -6.01 million and a closing price of 7.160 [3] - Luk Fook Holdings had a net outflow ratio of -55.03%, with a net outflow of -27.30 million and a closing price of 23.680 [3]
汉堡王中国也被卖了!买家曾投资蜜雪冰城、老铺黄金、泡泡玛特
Mei Ri Jing Ji Xin Wen· 2025-11-10 22:22
据智通财经,2025年11月10日晚,CPE源峰宣布与汉堡王品牌达成战略合作,双方将成立合资企业"汉堡王中国"。 CPE源峰将向汉堡王中国注入3.5亿美元的初始资金,用于支持其餐厅门店扩张、市场营销、菜单创新以及运营能力提升。汉堡王中国旗下全资关联企业 将签署一份为期20年的主开发协议,该协议将授予其在中国独家开发汉堡王品牌的权利。 自今年2月RBI集团全资控股汉堡王中国以来,RBI集团已完成超过1亿美元的注资,并加速中国本土化进程,4位在中国餐饮界深耕多年的高管加入核心管 理团队。公司任命范军担任首席运营官,公开信息显示,范军在百胜中国累计工作超30年,期间曾于肯德基、必胜客两大品牌担任多个高级领导职务。 2025年是汉堡王品牌进入中国市场20周年。 2012年—2025年初,全球最大的特许经营商TFI(TAB Food Investments)全权代理汉堡王在中国的运营。今 年被RBI集团接手。 据悉,目前汉堡王中国在门店总数约1300家,年服务消费者近1.5亿人次。而在2024年底,这一数字为1474家,意味着半年多时间关停了170多家餐厅。 入主汉堡王的CPE源峰是谁?公开信息显示,CPE源峰成立于2 ...
智通ADR统计 | 11月11日
智通财经网· 2025-11-10 22:21
Market Overview - The Hang Seng Index (HSI) closed at 26,662.27, up by 13.21 points or 0.05% from the previous close [1] - The index reached a high of 26,664.74 and a low of 26,496.53 during the trading session, with a trading volume of 43.5445 million [1] Major Blue-Chip Stocks Performance - HSBC Holdings closed at HKD 112.005, an increase of 1.36% compared to the Hong Kong market close [2] - Tencent Holdings closed at HKD 649.659, up by 0.02% from the Hong Kong market close [2] ADR Performance - Tencent Holdings (ADR) was priced at 649.659, reflecting a slight increase of 0.02% compared to its Hong Kong counterpart [3] - Alibaba Group (ADR) was priced at 161.200, down by 1.35% compared to its Hong Kong price of HKD 163.400 [3] - HSBC (ADR) was priced at 112.005, showing an increase of 1.36% compared to its Hong Kong price [3]
汉堡王中国,也被卖了!买家曾投资蜜雪冰城、老铺黄金、泡泡玛特
Mei Ri Jing Ji Xin Wen· 2025-11-10 16:19
Core Insights - CPE Yuanfeng announced a strategic partnership with Burger King to establish a joint venture named "Burger King China" with an initial investment of $350 million to support expansion and operations [1] - The goal is to increase the number of Burger King outlets in China from approximately 1,250 to over 4,000 by 2035, aiming for sustainable same-store growth [2] - The transaction is expected to be completed in Q1 2026, subject to regulatory approval [4] Company Overview - CPE Yuanfeng, founded in 2008, is an asset management firm managing over 100 billion yuan, focusing on the consumer services sector with investments in various well-known companies [6] - Restaurant Brands International (RBI), which owns Burger King, is one of the largest fast-food service groups globally, with over $45 billion in system sales and more than 32,000 restaurants in over 120 countries [4] - RBI has invested over $100 million in Burger King China since acquiring full control in February 2025, accelerating localization efforts with experienced executives joining the management team [4][6] Market Context - As of now, Burger King China operates around 1,300 stores, serving nearly 150 million customers annually, but has closed over 170 restaurants since the end of 2024 [6] - The partnership comes at a time when other major players in the food and beverage industry, such as Starbucks, are also restructuring their operations in China, indicating a trend of strategic partnerships and investments in the market [6]
汉堡王中国业务易主,接手方还投资过蜜雪冰城、老铺黄金、泡泡玛特
Sou Hu Cai Jing· 2025-11-10 15:58
红星资本局11月10日消息,CPE源峰将与汉堡王品牌达成战略合作,后者由餐饮品牌国际集团(RBI)全资持有。双方将成立合资企业"汉堡王中国"。 据汉堡王中国官网最新资料,CPE源峰将向汉堡王中国注入3.5亿美元的初始资金,用于支持其餐厅门店扩张、市场营销、菜单创新以及运营能力提升。在 本次交易中,汉堡王中国旗下全资关联企业将签署一份为期20年的主开发协议,该协议将授予其在中国独家开发汉堡王品牌的权利。交易完成后,CPE源峰 将持有汉堡王中国约83%的股权,RBI将保留约17%的股权。 资料图 图据IC photo CPE源峰董事总经理毛卫表示:"汉堡王是全球知名品牌,长期以来备受中国消费者青睐。此次投资彰显了我们对汉堡王在中国长期增长潜力的信心。" RBI首席执行官Joshua Kobza表示:"中国仍是汉堡王在全球范围内最具吸引力的长期增长市场之一。近期投资及此次成立的合资企业彰显了我们对中国市场 的信心。" 与资产管理公司合作逐渐成为全球知名品牌在中国拓店的新途径。一周前,星巴克(SBUX.US)宣布与博裕投资战略合作,将成立合资企业,博裕持有至 多六成股权,星巴克保留四成股权,以共同运营星巴克在中国市场 ...
港股通成交活跃股追踪 中国中免近一个月首次上榜
Core Insights - China Duty Free Group (中国中免) made its first appearance on the Hong Kong Stock Connect active trading list in nearly a month, with a trading volume of 1.698 billion HKD and a net sell of 29 million HKD on November 10 [1] - The total trading volume of active stocks on the Hong Kong Stock Connect reached 30.933 billion HKD, accounting for 29.76% of the day's total trading amount, with a net buying amount of 688 million HKD [1] - Alibaba (阿里巴巴-W) led the trading volume with 5.302 billion HKD, followed by SMIC (中芯国际) and Tencent (腾讯控股) with 4.304 billion HKD and 4.019 billion HKD respectively [1] Trading Activity Summary - The active stocks on November 10 included: - Tencent Holdings (00700): 4.019 billion HKD, net sell of 128 million HKD, 20 appearances in the last month, closing price 649.5 HKD, daily increase of 2.44% [1] - SMIC (00981): 4.304 billion HKD, net sell of 217 million HKD, 20 appearances in the last month, closing price 74.7 HKD, daily decrease of 0.99% [1] - Huahong Semiconductor (01347): 1.306 billion HKD, net sell of 198 million HKD, 20 appearances in the last month, closing price 78.1 HKD, daily decrease of 1.70% [1] - Xiaomi Group (01810): 3.256 billion HKD, net buy of 173 million HKD, 20 appearances in the last month, closing price 42.36 HKD, daily increase of 0.28% [1] - Alibaba (09988): 5.302 billion HKD, net sell of 653 million HKD, 20 appearances in the last month, closing price 163.4 HKD, daily increase of 2.06% [1] - Pop Mart (09992): 3.164 billion HKD, net buy of 519 million HKD, 17 appearances in the last month, closing price 221.4 HKD, daily increase of 8.11% [1] - Meituan (03690): 570 million HKD, net sell of 31 million HKD, 13 appearances in the last month, closing price 103.3 HKD, daily increase of 1.27% [1] - CNOOC (00883): 3.742 billion HKD, net buy of 1.313 billion HKD, 13 appearances in the last month, closing price 22.44 HKD, daily increase of 5.95% [1] - China Mobile (00941): 758 million HKD, net sell of 79 million HKD, 7 appearances in the last month, closing price 87.8 HKD, daily increase of 0.75% [1] - Ganfeng Lithium (01772): 1.142 billion HKD, net sell of 74 million HKD, 4 appearances in the last month, closing price 54.0 HKD, daily increase of 2.47% [1] - Sangfor Technologies (01530): 605 million HKD, net sell of 12 million HKD, 3 appearances in the last month, closing price 29.0 HKD, daily increase of 0.62% [1] - Xpeng Motors (09868): 1.067 billion HKD, net buy of 103 million HKD, 3 appearances in the last month, closing price 92.0 HKD, daily increase of 1.21% [1] - China Duty Free Group (01880): 1.698 billion HKD, net sell of 29 million HKD, 1 appearance in the last month, closing price 81.6 HKD, daily increase of 15.34% [1]
港股通11月10日成交活跃股名单
今日上榜个股中,中国海洋石油、泡泡玛特、小米集团-W等7只股同时上榜港股通(深)、港股通 (沪)成交活跃股, 中国海洋石油合计成交额37.42亿港元,成交净买入13.13亿港元,泡泡玛特合计成 交额31.64亿港元,成交净买入5.19亿港元。阿里巴巴-W合计成交额53.02亿港元,成交净卖出6.53亿港 元,中芯国际合计成交额43.04亿港元,成交净卖出2.17亿港元。 从连续性进行统计, 有2只股获南向资金连续3天以上净买入,连续净买入天数较多的有小米集团-W、 小鹏汽车-W,连续净买入天数分别为9天、3天。以其间净买入金额统计,净买入金额最多的是小米集 团-W,合计净买入为53.68亿港元,其次是小鹏汽车-W合计净买入为16.80亿港元。有2只股获连续净卖 出,净卖出金额居前的有阿里巴巴-W、美团-W等,合计净卖出金额分别为13.23亿港元、2.45亿港元。 (数据宝) 11月10日恒生指数上涨1.55%,南向资金全天合计成交金额为1039.41亿港元,其中,买入成交552.98亿 港元,卖出成交486.44亿港元,合计净买入金额66.54亿港元。具体来看,港股通(深)累计成交金额 409.06亿港元,买 ...
港股通(沪)净买入11.52亿港元
Market Overview - On November 10, the Hang Seng Index rose by 1.55%, closing at 26,649.06 points, with a total net inflow of HKD 6.654 billion through the southbound trading channel [1] - The total trading volume for the southbound trading was HKD 103.941 billion, with a net buying amount of HKD 6.654 billion [1] Southbound Trading Details - The Shanghai Stock Exchange's southbound trading had a total transaction amount of HKD 63.035 billion, with a net buying of HKD 1.152 billion [1] - The Shenzhen Stock Exchange's southbound trading recorded a transaction amount of HKD 40.906 billion, with a net buying of HKD 5.502 billion [1] Active Stocks - In the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest transaction amount of HKD 30.14 billion, followed by SMIC and Tencent Holdings with transaction amounts of HKD 25.38 billion and HKD 23.94 billion, respectively [1] - In terms of net buying, China National Offshore Oil Corporation (CNOOC) led with a net buying amount of HKD 564 million, with its stock price increasing by 5.95% [1] - Alibaba-W recorded the highest net selling amount of HKD 748 million, while its stock price rose by 2.06% [1] Shenzhen Stock Exchange Active Stocks - In the Shenzhen Stock Exchange's southbound trading, Alibaba-W also topped the transaction amount with HKD 22.88 billion, followed by SMIC and CNOOC with transaction amounts of HKD 17.66 billion and HKD 16.28 billion, respectively [2] - CNOOC had the highest net buying amount of HKD 750 million, with its stock price increasing by 5.95% [2] - SMIC recorded the highest net selling amount of HKD 12.6 million, with its stock price declining by 0.99% [2]
南向资金丨中国海洋石油获净买入13.13亿港元
Di Yi Cai Jing· 2025-11-10 13:13
南向资金净买入66.54亿港元,中国海洋石油、泡泡玛特、小米集团-W分别获净买入13.13亿港元、5.19 亿港元、1.73亿港元;阿里巴巴-W净卖出额居首,金额为6.53亿港元。 (本文来自第一财经) ...