截至月份: 2025年9月30日 狀態: 新提交 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 致：香港交易及結算所有限公司 公司名稱: 中芯國際集成電路製造有限公司 呈交日期: 2025年10月10日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00981 | 說明 | 無 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,00 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) | 2). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 11,000 | 0.00014 % | HKD | 24.5 | | --- | --- | --- | --- | --- | --- | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 2014以認股權計劃(於2013年6月13日獲採納) | | | | | | | 變動日期 2025年10月3日 | | | | | | 3). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 7,403 | 0.00009 % | HKD | 23 | | | 而發行新股或轉讓庫存股份 - 涉及新股 | | | | | | | 2014以認股權計劃(於2013年6月13日獲採納) | | | | | | | 變動日期 2025年10月3日 | | | | | | 4). | 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | 500 | 0.00001 % | HKD ...

智通财经APP讯，中芯国际(00981)发布公告，于2025年10月10日，非本公司董事因行使根据2014以股支 薪奖励计划(于2013年6月13日获采纳)所授予的受限制股份单位而发行9296股普通股股份。 于2025年10月10日，非本公司董事因行使根据2024年股份奖励计划(于2023年6月28日获采纳)所授予的 限制性股票单位而发行8.11万股普通股股份。 ...

Core Viewpoint - The adjustment of margin trading securities and their corresponding margin ratios will take effect from October 13, with several stocks seeing significant changes in their margin ratios, indicating a shift in market sentiment and potential investment opportunities [1][2]. Group 1: Margin Ratio Adjustments - The margin ratios for stocks such as XianDao Intelligent, NanJiGuang, ManEnSiTe, LianDong Technology, HaiGuang Information, ChangYingTong, BaiWei Storage, ZhongXin International, and HuaXin YongDao have been increased from 0% to a range of 30%-70% [1][3]. - Conversely, the margin ratios for TongYu Heavy Industry and ChuangYiTong have been decreased from 65% to 0%, reflecting a more cautious approach towards these stocks [1][3]. Group 2: Regulatory Framework - According to exchange regulations, if a stock's static price-to-earnings ratio exceeds 300 times or is negative, its margin trading ratio will be adjusted to zero [2].

北水关注个股 阿里巴巴-W：伯恩斯坦将阿里巴巴目标价从167美元上调至200美元。 中芯国际：日前，有投资者反映称，接到券商短信告知，自10月9日起，信用账户持有的中芯国际的融资融券折算率由0.70调整为0。10月9日查询多家券商 网站发现，不仅是上述券商，其他多家券商也已将中芯国际的折算率调整为0。 腾讯控股：10月10日回购83.9万股股份，耗资约5.5亿港元。 药明生物：香港交易所信息显示，贝莱德在药明生物的持股比例于10月07日从5.90%降至4.99%。 据统计，南下资金已连续5日净买入小米，共计38.2084亿港元；连续2日减持中芯国际，共计51.05亿港元；连续2日减持华虹半导体，共计22.86亿港元。 | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -4.6% | -13.44 | 140.49亿 | 阿里巴巴-W | | 中芯国际 | -7.1% | -14.69 | 86.63 Z | 中芯国际 | | 腾讯控股 | -3.6% | -11.60 | 4 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 00981 | 說明 | | 港股 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 事件 | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | | 已發行股份總數 | | | | | ...

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9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中芯國際集成電路製造有限公司 呈交日期: 2025年10月10日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00981 | 說明 | 無 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,000 | | 增加 / 減少 (-) | | | 0 | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,00 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced a net sell-off of 3.99 billion HKD from northbound trading, with significant movements in various stocks, indicating a shift in investor sentiment and trading strategies. Group 1: Northbound Trading Activity - Northbound trading saw a net sell of 12.2 billion HKD in the Shanghai-Hong Kong Stock Connect and a net buy of 8.21 billion HKD in the Shenzhen-Hong Kong Stock Connect [1] - The most bought stocks included Xiaomi Group-W (01810), Pop Mart (09992), and ZTE Corporation (00763) [1] - The most sold stocks were SMIC (00981), Alibaba-W (09988), and Hua Hong Semiconductor (01347) [1] Group 2: Stock-Specific Insights - Xiaomi Group-W (01810) had a net buy of 9.33 billion HKD, with a reported increase in electric vehicle deliveries to over 40,000 units in September, up from 36,000 in August [4] - Pop Mart (09992) received a net buy of 6.69 billion HKD, with new product launches selling out quickly and expectations for strong sales during upcoming festive seasons [5] - ZTE Corporation (00763) saw a net buy of 4.9 billion HKD, with analysts highlighting its unique position in providing end-to-end communication solutions and potential benefits from AI development [5] Group 3: Notable Sell-offs - Alibaba-W (09988) faced a net sell of 18.1 billion HKD, while Tencent (00700) experienced a net sell of 9.51 billion HKD, reflecting concerns over market valuations and potential corrections [6] - SMIC (00981) and Hua Hong Semiconductor (01347) were sold off significantly, with net sells of 27.08 billion HKD and 11.44 billion HKD respectively, attributed to high static P/E ratios leading to adjustments in margin financing [6]

Core Insights - The Hong Kong stock market experienced a net sell-off of 399 million HKD from northbound trading, with a net sell of 1.22 billion HKD from the Shanghai-Hong Kong Stock Connect and a net buy of 821 million HKD from the Shenzhen-Hong Kong Stock Connect [1] Group 1: Stock Performance - The most bought stocks by northbound trading include Xiaomi Group-W (01810), Pop Mart (09992), and ZTE Corporation (00763) [1] - The most sold stocks include Semiconductor Manufacturing International Corporation (00981), Alibaba-W (09988), and Hua Hong Semiconductor (01347) [1] Group 2: Detailed Stock Transactions - Alibaba-W had a buy amount of 6.353 billion HKD and a sell amount of 7.696 billion HKD, resulting in a net outflow of 1.344 billion HKD [2] - Semiconductor Manufacturing International Corporation had a buy amount of 3.597 billion HKD and a sell amount of 5.066 billion HKD, leading to a net outflow of 1.469 billion HKD [2] - Xiaomi Group-W had a buy amount of 1.921 billion HKD and a sell amount of 1.385 billion HKD, resulting in a net inflow of 535 million HKD [2] Group 3: Notable Company Updates - Xiaomi Group-W reported over 40,000 electric vehicle deliveries in September, an increase from 36,000 in August, benefiting from improved production capacity [4] - Pop Mart (09992) saw strong sales with its new product series selling out immediately, and analysts expect continued sales momentum due to upcoming consumer seasons [5] - ZTE Corporation (00763) is recognized as a rare provider of end-to-end communication equipment solutions and is expected to benefit from AI development [5] - Meituan-W (03690) reported a 30% increase in travel orders during the recent holiday period compared to the previous year, indicating a trend towards deep tourism [5] Group 4: Market Sentiment and Trends - Northbound trading has reduced holdings in tech stocks, with Tencent (00700) and Alibaba-W (09988) facing net sell-offs of 951 million HKD and 1.81 billion HKD respectively [6] - Concerns have arisen regarding the high valuations of certain stocks, particularly in the semiconductor sector, leading to significant sell-offs [6]

Group 1 - Southbound funds recorded a net sell of HKD 399 million in Hong Kong stocks today [1] - Notable net purchases included Xiaomi Group-W at HKD 933 million, Pop Mart at HKD 669 million, and ZTE Corporation at HKD 490 million [1] - Significant net sells were observed in SMIC at HKD 2.709 billion, Alibaba-W at HKD 1.81 billion, and Tencent Holdings at HKD 951 million [1] Group 2 - Southbound funds have continuously net bought Xiaomi for 5 days, totaling HKD 3.82084 billion [1] - There has been a consecutive 2-day reduction in holdings for SMIC, amounting to HKD 5.105 billion [1] - A similar trend of reduction was noted for Hua Hong Semiconductor, with a total decrease of HKD 2.286 billion over 2 days [1]