证券日报网讯 2月3日，创元科技（000551）在互动平台回答投资者提问时表示，公司全资子公司江苏 苏净是国内洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商，江苏苏净下属江苏苏 净工程江苏有限公司是从事洁净室等空气净化系统工程的高新技术企业，拥有超高等级洁净环境集成核 心技术，可为电子信息、医疗卫生、新能源、生物制药等行业客户提供综合的空气净化系统解决方案。 目前，尚未接到海力士和中芯国际的半导体洁净室订单。 ...

Group 1: Stock Movements - Tencent Holdings saw a net buy of 19.55 billion, while the net sell for the Yingfu Fund was 37.63 billion [1] - Southbound funds have continuously net bought Xiaomi for four days, totaling 21.6392 billion HKD, while net selling for SMIC has lasted for seven days, totaling 29.6606 billion HKD [4] Group 2: Tax Adjustments and Impacts - Concerns arise regarding potential VAT increases for internet service companies following the adjustment for telecom companies, although some institutions believe this concern is overstated [5] - Morgan Stanley's report indicates that the VAT adjustment for telecom services will impact net profits of China Mobile, China Telecom, and Unicom by 7.1%, 12.6%, and 11.9% respectively, with China Mobile facing the least impact due to its higher gross margins [5] Group 3: Semiconductor Industry Trends - Domestic chip manufacturers, including Guokai Micro, Zhongwei Semiconductor, and Yingjixin, have announced price increases of up to 80% across key sectors such as storage and MCU [5] - The trend of rising prices in the domestic chip market is expected to continue into the first half of 2026, with more companies likely to follow suit [5] Group 4: Optical Fiber Industry Insights - The optical fiber industry is experiencing a clear upward price trend, driven by increased demand from telecom operators and seasonal stocking ahead of the Spring Festival [6] - Recent price increases in fiber optics are expected to persist, with major domestic clients likely to accept these price hikes [6]

智通财经2月3日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1264亿港元，较前一日缩量约119亿；约占今日恒指成交总额的37.72%，占比继续低 于四成，且降至短线低点。 港股今日短线企稳，南向资金净流入约9.52亿港元。其中，沪港股通净流入约17.33亿港元，而深港股通净流出约7.81亿港元。 不过，盈富基金(02800.HK)作为场内最大规模的ETF遭净卖出37.62亿港元，显示仍有部分资金继续流出。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)19.55亿港元；中国移动(00941.HK)4.08亿港元；美团-W(03690.HK)2.41亿港元。 大幅净流出：中芯国际(00981.HK)15.77亿港元；阿里巴巴-W(09988.HK)11.99亿港元；快手-W(01024.HK)3.68亿港元；长飞光纤光缆 (06869.HK)1.72亿港元。 投资要点 腾讯控股今日跌2.92%，资金前5日加仓663万股，短线继续流入。 中国移动今日涨0.38%，资金前5日减持4164万股，短线仍以流出为主。 美团-W今日跌1.74%，资金前5日减持655万股，短线仍以 ...

(本文来自第一财经) 南向资金净买入9.52亿港元，腾讯控股、南方恒生科技、中国移动净买入额位列前三，分别获净买入 19.55亿港元、6.69亿港元、4.08亿港元。净卖出方面，盈富基金、中芯国际、阿里巴巴-W分别遭净卖 出37.63亿港元、15.77亿港元、11.98亿港元。 来源：第一财经 ...

2月3日，中芯国际大宗交易成交18.5万股，成交额1920.3万元，占当日总成交额的0.29%，成交价103.8 元，较市场收盘价116.03元折价10.54%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-03 | 中芯国际 | 1868889 | 103.8 ાં રે | 1712.7 | 委高温馨投资有限 | 203 11866 | | Ka | | 2026-02-03 | 中芯国际 | 688981 | 103.8 7 | 207.6 | 去制量免费图筒任 | 是有些的不是在线 | | Ka | ...

格隆汇2月3日丨创元科技(000551.SZ)在投资者互动平台表示，公司全资子公司江苏苏净是国内洁净环 保领域技术创新、装备制造和工程整体解决方案的综合供应商，江苏苏净下属江苏苏净工程江苏有限公 司是从事洁净室等空气净化系统工程的高新技术企业，拥有超高等级洁净环境集成核心技术，可为电子 信息、医疗卫生、新能源、生物制药等行业客户提供综合的空气净化系统解决方案。 目前，尚未接到 海力士和中芯国际的半导体洁净室订单。 ...

Core Viewpoint - SMIC's stock experienced a slight decline of 0.88% on February 3, with a trading volume of 6.5 billion yuan and a market capitalization of 928.29 billion yuan, ranking 42nd in popularity on Sina Finance's A-share market Group 1: Company Overview - SMIC is the largest integrated circuit manufacturing enterprise group in mainland China, known for its advanced technology and comprehensive support [4] - The company's main business includes integrated circuit wafer foundry services based on various technology nodes and platforms, along with design services, IP support, and photomask manufacturing [4] - As of September 30, 2025, SMIC reported a revenue of 49.51 billion yuan, representing a year-on-year growth of 18.22%, and a net profit attributable to shareholders of 3.82 billion yuan, up 41.09% year-on-year [8] Group 2: Investment and Shareholding - The National Integrated Circuit Industry Investment Fund holds a 1.61% stake in SMIC [2] - As of September 30, 2025, the number of shareholders in SMIC increased to 336,200, with an average of 6,134 shares held per shareholder, a decrease of 25.41% from the previous period [8] - Major shareholders include various ETFs, with notable reductions in holdings from several funds, indicating a shift in institutional investment [9] Group 3: Market Activity - The stock has seen a net outflow of 445 million yuan from major investors today, with a total net outflow of 1.375 billion yuan over the past three days [6] - The average trading cost of SMIC's shares is 123.98 yuan, with the stock price approaching a resistance level of 118.00 yuan, suggesting potential for upward movement if this level is surpassed [7]

Group 1 - The main stocks with significant capital outflows include Zhongji Xuchuang (-1.91 billion), BlueFocus (-1.13 billion), and Xinye Sheng (-1.10 billion) [1] - Zhongji Xuchuang experienced a slight decline of 0.22%, while BlueFocus saw an increase of 3.23% despite the capital outflow [2] - Other notable stocks with capital outflows include Industrial Fulian (-1.04 billion), Western Materials (-0.73 billion), and Tongling Nonferrous Metals (-0.65 billion) [1][3] Group 2 - The sectors affected by capital outflows include communication equipment, cultural media, and precious metals [2][3] - Stocks like Western Materials and Tongling Nonferrous Metals showed positive price movements of 8.63% and 5.38% respectively, despite significant capital outflows [2][3] - The overall trend indicates a mixed performance among the top stocks, with some experiencing price increases while others faced declines [1][2]

2月3日，存储、半导体设备、卫星产业等热门板块再度走强。半导体设备ETF（561980）午后上涨1.25%、一度张超1.8%，实时成交额2.23亿 元；资金面数据显示，该ETF最近10个交易日累计获得资金净流入约4.83亿元。 成份股涨跌互现，中微公司、中科飞测涨超3%，长川科技、华峰测控涨超6%，神工股份涨超5%，盛美上海、晶瑞电材、华海清科、南大光电 等多股拉升，寒武纪、海光信息、中芯国际调整。 6 市场热点 当下正值年报披露高峰期，近期国内外多家半导体设备厂商与设计龙头业绩高增。以半导体设备ETF（561980）标的指数为例，截至1月30 日，中证半导前十大中微公司、长川科技、寒武纪等陆续公布年报预告，均实现营收、净利双增长，其中寒武纪、中科飞测首次实现归母净利 扭亏为盈。 海外方面，国际半导体设备龙头ASML（阿斯麦）、KLA（科磊）亦公布了最新财报，均显示业绩全面超预期。截至2025年年底，国产设备平 台型龙头北方华创正式跻身全球芯片设备制造商TOP5，刻蚀设备龙头中微公司新进榜单、排名第13，标志国产设备或从追赶过渡到引领。 此外，存储涨价大周期正史诗级上线，全球多家存储巨头扩产计划为设备需求提供 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts leaving the communication equipment and precious metals sectors [1][2][3] Group 1: Stock Performance and Capital Outflow - Zhongji Xuchuang experienced a capital outflow of 1.647 billion, with a slight increase in stock price of 0.37% [2] - Xinyi Sheng saw a capital outflow of 1.169 billion, with a decline in stock price of 1.7% [2] - BlueFocus Media had a capital outflow of 1.067 billion, with a stock price increase of 2.48% [2] - Industrial Fulian faced a capital outflow of 1.022 billion, with a decrease in stock price of 0.32% [2] - Zijin Mining reported a capital outflow of 0.844 billion, with a stock price increase of 3.88% [2] - Western Materials had a capital outflow of 0.747 billion, with a notable stock price increase of 7.73% [2] Group 2: Sector Analysis - The communication equipment sector is facing significant capital outflows, with Zhongji Xuchuang and Xinyi Sheng leading the outflows [1][2] - The precious metals sector, including companies like Shandong Gold and Zijin Mining, is also experiencing notable capital outflows [1][3] - The automotive sector, represented by BYD, has a capital outflow of 0.396 billion, with a slight decrease in stock price of 0.25% [3]