两融数据显示，该股最新融资余额为11.71亿元，近5日增加9431.90万元，增幅为8.76%。（数据宝） 7月31日海天味业大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | | 折溢价（%） | | | | 股） | | （元） | | | | | 39.20 | 1503.32 | 38.35 | 0.00 | 中信证券华南股份有 | 中信证券华南股份有限公司广 | | | | | | 限公司佛山分公司 | 州昌岗东路证券营业部 | | 31.10 | 1097.21 | 35.28 | -8.01 | 中信证券华南股份有 | 中信证券华南股份有限公司佛 | | | | | | 限公司佛山分公司 | 山分公司 | （文章来源：证券时报网） 海天味业7月31日大宗交易平台共发生2笔成交，合计成交量70.30万股，成交金额2600.53万元。以折溢 价进行统计，今日有1笔为折价交易，折价率最高达8.01%。 进一步统计，近3个月内该股累计发生31笔 ...

| 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 | | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-07-31 | 海天味业 | 603288 | 38.35 | 1503.32 | 39.2 | 中信证券华南股份 | 中信证券华南股份 | | | | | | | | | 有限公司佛山分公 | 有限公司广州昌岗 | | | | | | | | | 리 | 东路证券营业部 | | | 2025-07-31 | 海天味业 | 603288 | 35.28 | 1097.21 | 31.1 | 中信证券华南股份 | 中信证券华南股份 | | | | | | | | | 有限公司佛山分公 | 有限公司佛山分公 | | | | | | | | | 티 | 리 | | 7月31日，海天味业大宗交易成交70.3万股，成交额2600.53万元，占当日总成交额的2.73%，成交均价36.99元，较市场收盘价38.35元折价3.54%，其中最高 成交价38.35 ...

海天味业6月19日在港交所上市，当日盘中最低报36.05港元，跌幅0.69%，一度跌破发行价。最终发售 价及配发结果公告显示，海天味业全球发售项下的发售股份数目为279,031,700股H股（经计及发售量调 整权获悉数行使及视乎超额配股权行使与否而定），香港发售股份数目为55,279,900股H股（经重新分 配后调整），国际发售股份数目为223,751,800股H股（经计及发售量调整权获悉数行使、经重新分配后 调整以及视乎超额配股权行使与否而定）。 中国经济网北京7月31日讯佛山市海天调味食品股份有限公司（以下简称"海天味业（603288）"， 03288.HK）今日收报34.20港元，跌幅3.66%，创上市以来收盘价新低。目前该股H股处于破发状态。 海天味业的联席保荐人、整体协调人、联席全球协调人、联席账簿管理人及联席牵头经办人为中国国际 金融香港证券有限公司、高盛（亚洲）有限责任公司、摩根士丹利亚洲有限公司，联席账簿管理人及联 席牵头经办人为中银国际亚洲有限公司、工银国际证券有限公司、交银国际证券有限公司、招银国际融 资有限公司、农银国际融资有限公司、农银国际证券有限公司、建银国际金融有限公司、香港上海汇 ...

Group 1 - The seasoning and fermentation sector experienced a decline of 1.98% on July 31, with ST Jia Jia leading the drop [1] - The Shanghai Composite Index closed at 3573.21, down 1.18%, while the Shenzhen Component Index closed at 11009.77, down 1.73% [1] - Key stocks in the seasoning and fermentation sector showed varied performance, with Lianhua Holdings increasing by 1.81% to a closing price of 6.18, while other stocks like ST Jia Jia and Jialong Co. fell by 3.40% and 3.33% respectively [1][2] Group 2 - The net outflow of main funds in the seasoning and fermentation sector was 220 million yuan, while retail investors saw a net inflow of 123 million yuan [2] - The trading volume and turnover for various stocks in the sector varied significantly, with Hai Tian Wei Yi recording a turnover of 927 million yuan despite a decline of 2.17% [2]

Core Viewpoint - The trend of A-share companies listing in Hong Kong has gained momentum since 2025, driven by major players like CATL, with over 40 companies having submitted applications to the Hong Kong Stock Exchange and more than 30 others announcing plans to do so [1][3]. Group 1: Market Trends - A-share companies are increasingly pursuing dual listings in Hong Kong, with a significant number of small-cap stocks announcing plans to do so in July [2][3]. - The majority of companies that have applied or announced plans to list in Hong Kong are industry leaders, with 5 companies having a market capitalization exceeding 100 billion yuan and only one company below 10 billion yuan [3]. Group 2: Regulatory Changes - Regulatory authorities are considering setting a minimum market capitalization requirement for A-share companies seeking to list in Hong Kong, potentially increasing the threshold from 10 billion yuan to 20 billion yuan [1][8]. - The proposed market cap requirement may align with the standards set for Global Depositary Receipts (GDR), which currently stipulates a minimum average market cap of 20 billion yuan over the 120 trading days prior to the application [7][8]. Group 3: Implications for Companies - The potential new requirements are not expected to significantly impact the current wave of A-share companies seeking to list, as most of them are already industry leaders with substantial market capitalizations [1][3]. - The trend of smaller companies announcing plans to list in Hong Kong indicates a shift influenced by the demonstration effect of larger firms, suggesting a growing interest among mid-cap companies [3][10]. Group 4: Market Benefits - Listing in Hong Kong offers significant advantages, including a favorable financing environment and increased visibility to international investors, which can enhance company valuation [4][10]. - Analysts suggest that setting a market cap threshold could improve the quality of companies entering the Hong Kong market, attracting more institutional investors and enhancing the overall market appeal [8][10].

Group 1 - Tianyue Advanced, the world's second-largest silicon carbide substrate manufacturer, has passed the Hong Kong Stock Exchange hearing, while lithium battery giant XWANDA and AI inference chip service provider Yuntian Lifi have submitted their listing applications [1] - As of July 30, a total of 236 companies are queued for Hong Kong stock listings, with 42 A-share companies having submitted their applications [5][8] - In 2023, 10 companies successfully listed in Hong Kong, raising a total of HKD 88.286 billion, with CATL leading at HKD 41.006 billion, marking the largest IPO globally this year [2][4] Group 2 - The average cumulative increase for the 10 A+H shares listed this year is 38.55%, with notable performers including Jihong Co. at 117.71% and Hengrui Medicine at 79% [4] - The Hong Kong Stock Exchange has seen significant inflows, with over HKD 850 billion entering the market this year, surpassing the total for 2024 [12] - A growing number of A-share companies are choosing to list in Hong Kong due to supportive domestic policies and improved liquidity in the Hong Kong market [12][13]

仅有机 甲国恢电 中观时代 (发名) 2422.60亿市值 1890.20亿市值 6811.95亿市值 16.55亿成交额 72.09亿成交额 9.87亿成交额 15.64 9.19 27.84 -0.34(-2.13%) -0.07(-0.76%) -0.86(-3.00%) 证券 电池 中信证券 宁德时代 国泰海通 C CATL 4300.92亿市值 3578.83亿市值 12064.85亿市值 41.47亿成交额 29.90亿成交额 120.89亿成交额 29.02 20.30 264.62 -0.76(-2.55%) -0.56(-2.68%) -12.47(-4.50%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 a Lond Fil 6873.36亿市值 2656.41亿市值 3671.28亿市值 105.15亿成交额 37.40亿成交额 104.38亿成交额 34.61 23.23 36.63 -1.11(-2.94%) -0.58(-2.44%) +1.97(+6.04%) 家电行业 食品饮料 海天味业 格力电器 kk 海尔智家 2330.72亿市值 2244.17亿市值 2555 ...

Group 1 - The main consumption index of China Securities fell by 1.84% as of July 31, 2025, with Shanxi Fenjiu leading the decline, followed by Meihua Biological, Luzhou Laojiao, and Dongpeng Beverage [1] - The consumption ETF, Jiashi (512600), experienced a turnover of 2.39% and a transaction volume of 12.4811 million yuan, with an average daily transaction of 15.3627 million yuan over the past week [3] - As of July 30, 2025, the Jiashi consumption ETF reached a new high in scale at 529 million yuan and a new high in shares at 755 million, with a net inflow of 24.5174 million yuan over the past three days [3] Group 2 - The Jiashi consumption ETF has seen a net value increase of 6.68% over the past six months, ranking in the top two among comparable funds, with a maximum monthly return of 24.50% since inception [3] - The price-to-earnings ratio (PE-TTM) of the index tracked by the Jiashi consumption ETF is currently at 19.24 times, indicating a valuation lower than 85.71% of the time over the past year, suggesting historical low valuations [3] Group 3 - The recent performance of the liquor sector is attributed to trading factors, with liquor stocks being favored for their low valuations and high dividends, making them attractive to funds seeking stable returns [4] - The liquor sector is currently at a five-year low in valuation, with public fund holdings at a record low, indicating a favorable chip structure and low market pressure [4] - The focus for investment in the second half of the year should be on low-valuation liquor stocks, while new consumer companies should be analyzed for core competitiveness and industry trends [4] Group 4 - The Jiashi consumption ETF tracks the major consumption index of China Securities, which includes leading consumer stocks across various sectors, with liquor being the largest sector, accounting for 45% of the index [4] - The top stocks in the index include Yili Group, Kweichow Moutai, and Wuliangye, all of which experienced declines in their stock prices [6]

金十图示：2025年07月31日（周四）富时中国A50指数成分股午盘收盘行情一览：多数板块下跌，银行股涨跌互现 2433.44亿市值 1886.09亿市值 6831.53亿市值 43.93亿成交额 5.84亿成交额 8.99亿成交额 15.71 27.92 9.17 -0.78(-2.72%) -0.27(-1.69%) -0.09(-0.97%) 证券 电池 宁德时代 中信证券 国泰海通 CATL 4366.13亿市值 3607.04亿市值 12306.03亿市值 71.39亿成交额 18.54亿成交额 15.98亿成交额 269.91 29.46 20.46 -0.40(-1.92%) -7.18(-2.59%) -0.32(-1.07%) 消费电子 互联网服务 XD工业富 立讯精密 东方财富 7042.17亿市值 2715.88亿市值 3732.91亿市值 17.55亿成交额 47.18亿成交额 69.90亿成交额 35.46 37.45 23.62 -0.19(-0.80%) +2.82(+8.64%) -0.29(-0.77%) 家电行业 食品饮料 格力电器 海尔智家 海天味业 油气电音 2255. ...

Group 1 - A significant trend of A+H share listings has emerged since 2025, led by industry giants such as CATL, Heng Rui Medicine, and Haitian Flavoring, with over 40 companies having submitted listing applications to the Hong Kong Stock Exchange [1][2] - The current wave of listings is primarily driven by large-cap companies, with 6 companies having a market capitalization exceeding 100 billion yuan and 26 companies in the 20 billion to 100 billion yuan range [2] - Smaller companies with market caps between 5 billion and 8 billion yuan are also rapidly pursuing listings, indicating a strong interest in capitalizing on the recovering Hong Kong market [2] Group 2 - There are rumors that the mainland regulatory authorities may raise the minimum market capitalization requirement for A-share companies seeking to list in Hong Kong from 10 billion yuan to 20 billion yuan [4] - Analysts believe that this potential new requirement may not significantly hinder the current listing trend, as most companies already in the pipeline exceed the proposed threshold [4] - The proposed market cap threshold is seen as a way to ensure that only high-quality companies list in Hong Kong, thereby enhancing the overall quality of the market and attracting global investors [4][5] Group 3 - The regulatory approach appears to be aimed at nurturing the current favorable conditions in the Hong Kong market, with a focus on supporting leading enterprises [5][6] - The motivations for companies seeking to list in Hong Kong vary, with some aiming for financing opportunities while others focus on expanding their overseas business [5] - Future considerations may include not only market cap thresholds but also industry and financial standards to select truly competitive companies for listing [6]