Core Viewpoint - Foreign public funds are optimistic about Chinese assets and have significantly increased their positions in the technology growth sector during the third quarter, as revealed by the latest quarterly reports from major foreign fund companies [2][3][4]. Group 1: Fund Positioning and Strategies - Several foreign public funds, including Fidelity and BlackRock, have notably increased their holdings in technology stocks, with Fidelity's fund significantly adding 126,000 shares of the humanoid robot leader, UBTECH, making it their largest holding [2]. - The top ten holdings of Fidelity's fund now include H-shares and A-shares of SMIC and Shanghai Fudan, indicating a strategic focus on key technology players [2]. - The fund managers from Fidelity attribute the strong performance of the technology growth sector to the transitional achievements of the Chinese economy, driven by innovation [2][3]. Group 2: Sector Focus and Future Outlook - The managers of the Robeco China Opportunities Mixed Fund emphasize a balanced growth-oriented portfolio, focusing on high-end manufacturing upgrades, the automotive and electric vehicle supply chain, and AI technology [3]. - Allianz's fund managers express confidence in high-quality technology assets leading the revaluation of Chinese stocks, maintaining a high stock position and achieving good investment returns [3][4]. - BlackRock's fund managers highlight an increased focus on the electronics sector, benefiting from self-sufficient chips and AI-driven PCB cycles, while maintaining a positive outlook on Chinese assets [4]. Group 3: Investment Themes and Asset Allocation - The managers from Allianz suggest that A-shares are becoming increasingly attractive, planning to maintain an "overweight" position in stocks and dynamically adjust based on market conditions [4]. - They also plan to focus on high-quality technology assets that are expected to exceed profit expectations, as well as dividend assets with significant revaluation potential [4]. - Schroders' fund managers note a rebound in industrial profits in August and are optimistic about the potential wealth effect of the stock market on consumption, favoring cyclical and technology sectors [5].

A股代码：688981 A股简称：中芯国际 公告编号：2025-029 港股代码：00981 港股简称：中芯国际 中芯国际集成电路制造有限公司 关于召开2025年第三季度业绩说明会的预告公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 重要事项提示： ● 会议召开时间：2025年11月14日（星期五）上午8:30-9:30 一、说明会类型 中芯国际集成电路制造有限公司（以下简称"公司"）将于2025年11月13日交易时段后披露公司2025年第 三季度业绩，相关内容请详见上海证券交易所网站（http://www.sse.com.cn/）及香港交易所网站 （https://www.hkex.com.hk/）。 为方便广大投资者更全面深入了解公司经营业绩的具体情况，公司拟于2025年11月14日举行"2025年第 三季度业绩说明会"。 二、说明会召开的时间、地点 说明会将于2025年11月14日（星期五）上午8:30-9:30通过网络/电话会议方式举行。 三、投资者参加方式 1、网络参与方式： 会议将在https://edg ...

本报讯天眼查App显示，近日，中芯国际控股有限公司发生工商变更，注册资本由52.5亿美元增至59.5 亿美元。 （文章来源：证券日报） ...

资金面上，本周主力资金合计净流出2066.39亿元。其中，创业板主力资金净流出587.34亿元；科创板主力资金净流出262.72亿元；沪深300成份股 主力资金净流出868.78亿元。 本周主力资金流向概况（单位：亿元） | 日期 | 深沪两市 创业板 | 科创板 | 沪深300 | | --- | --- | --- | --- | | 一周合计 | -2066.39 -587.34 -262.72 -868.78 | | | | 10月31日 | -629.03 -150.91 -122.71 -417.33 | | | | 10月30日 | -1006.37 -331.83 -63.74 -351.19 | | | | 10月29日 | 54.06 20.59 -37.83 | | 93.92 | | 10月28日 | -483.69 -83.19 -36.03 -209.11 | | | | 10月27日 | -1.36 -42.00 | -2.41 | 14.92 | 行业来看，申万所属的一级行业中，本周上涨的有20个，涨幅居前的行业为电力设备、有色金属，涨幅为4.29%、2.56%。跌幅居前的行业 ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 8.719 billion HKD on October 31 [1] - Notable net purchases included Xiaomi Group at 646 million HKD and Meituan at 464 million HKD [2] - Significant net sales included Tencent Holdings at 1.219 billion HKD and SMIC at 711 million HKD [2] Group 2 - Southbound funds have net bought Xiaomi for three consecutive days, totaling 883.69 million HKD, and Meituan for three consecutive days, totaling 1.43718 billion HKD [4] - Southbound funds have net sold ZTE for three consecutive days, totaling 717.69 million HKD, and Tencent for three consecutive days, totaling 1.8394 billion HKD [4] Group 3 - Hua Hong Semiconductor announced progress on an asset acquisition and fundraising transaction, with audit and evaluation work ongoing [5] - Meituan upgraded its "Smart Store Manager" AI phone reception capabilities, resulting in a 44% month-on-month increase in AI reception volume for restaurants [5] - SMIC's registered capital increased from 5.25 billion USD to 5.95 billion USD, a growth of approximately 13% [5] - Pop Mart's new "Vacation Mode" series of the popular IP CRYBABY sold out immediately, with a significant price increase for the hidden variant [5]

净卖出腾讯控股12.19亿、中芯国际7.11亿、华虹半导体4.73亿、阿里巴巴-W 3.65亿、中兴通讯3.07亿、泡泡玛特2.94亿。 据统计，南下资金已连续3日净买入小米，共计8.8369亿港元；连续3日净买入美团，共计14.3718亿港元；连续3日净卖出中兴通讯，共计7.1769亿港元；连 续3日净卖出腾讯，共计18.394亿港元。(格隆汇) 格隆汇10月31日｜南下资金今日净买入港股87.19亿港元。其中： 净买入小米集团-W 6.46亿、美团-W 4.64亿； | 名称 | 沪股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | -4.1% | -4.81 | 58.52亿 | 阿里巴巴-W | | 中心国际 | -5.3% | -0.78 | 43.31 Z | 中芯国际 | | 腾讯控股 | -3.4% | -1.72 | 30.98 Z | 腾讯控股 | | 小米集团-W | -2.2% | 5.56 | 19.39 Z | 华航半导体 | | 华虹半导体 | -7.4% | -1.67 | 18.61 ...

Core Viewpoint - The storage chip sector experienced a decline of 2.02% as of the market close on October 31, with significant losses in several companies, while a few stocks saw gains [1]. Market Performance - The storage chip concept ranked among the top decliners, with notable drops in companies such as Yingxin Development (down 10.14%), Zhengfan Technology (down 14.30%), and Lanke Technology (down 10.33%) [1][2]. - Conversely, companies like Shikong Technology, Duofluo, and Ruineng Technology saw increases of 10.00%, 7.17%, and 7.06%, respectively [1]. Capital Flow - The storage chip sector faced a net outflow of 14.918 billion yuan, with 117 stocks experiencing net outflows, and 38 stocks seeing outflows exceeding 100 million yuan [1]. - The largest net outflow was from SMIC, totaling 1.470 billion yuan, followed by Lanke Technology and Zhaoyi Innovation with outflows of 1.417 billion yuan and 1.230 billion yuan, respectively [1]. Notable Stocks - The top stocks with significant net outflows included: - SMIC: -1.470 billion yuan, down 3.40% - Lanke Technology: -1.417 billion yuan, down 10.33% - Zhaoyi Innovation: -1.230 billion yuan, down 5.17% [1][2]. - Stocks with notable net inflows included Duofluo (4.23 million yuan), Ruineng Technology (1.30 million yuan), and Dawi Shares (1.14 million yuan) [1].

天坛生物 | 688396 | 华润微 | 5 | 2.42 | 7.40 | -6.45 | | --- | --- | --- | --- | --- | --- | | 002426 | 胜利精密 | 7 | 2.38 | 11.19 | -3.89 | | 688049 | 炬芯科技 | 7 | 2.29 | 6.55 | -5.97 | | 300641 | 正丹股份 | 7 | 2.29 | 14.40 | -12.17 | | 603005 | 晶方科技 | 5 | 2.27 | 5.30 | -1.51 | | 60021 1 | 西藏药业 | 1 1 | 2.27 | 8.87 | -5.67 | | 300332 | 天壕能源 | 10 | 2.27 | 7.47 | -6.16 | | 688582 | 芯动联科 | 7 | 2.25 | 8.93 | -4.54 | | 301 117 | 佳缘科技 | 5 | 2.20 | 9.29 | -24.21 | | 601319 | 中国人保 | 8 | 2.15 | 4.29 | -2.43 | | 300398 | 飞凯材料 | 5 | ...

Market Performance - The National Big Fund holding concept declined by 2.96%, ranking among the top declines in concept sectors as of the market close on October 31 [1] - Within this sector, notable declines were seen in companies such as Yandong Micro, Shenzhen South Circuit, and Jiangbolong, while six stocks experienced price increases, with Aisen Co., Robot, and Jingjiawei leading with gains of 4.14%, 0.88%, and 0.44% respectively [1] Capital Flow - The National Big Fund holding concept experienced a net outflow of 8.299 billion yuan, with 41 stocks seeing net outflows, and 21 stocks having outflows exceeding 100 million yuan [2] - The stock with the highest net outflow was SMIC, with a net outflow of 1.470 billion yuan, followed by Zhongwei Company, Tuojing Technology, and Huahong Company with net outflows of 646 million yuan, 638 million yuan, and 612 million yuan respectively [2] Top Decliners - The top decliners in the National Big Fund holding concept included: - SMIC: -3.40% with a turnover rate of 3.46% and a net outflow of 1.470 billion yuan [3] - Zhongwei Company: -6.89% with a turnover rate of 3.04% and a net outflow of 646 million yuan [3] - Tuojing Technology: -6.66% with a turnover rate of 4.72% and a net outflow of 638 million yuan [3] Top Gainers - The stocks with the highest net inflows included: - Aisen Co.: 4.14% increase with a net inflow of 589.075 million yuan [4] - Jingjiawei: 0.44% increase with a net inflow of 437.647 million yuan [4] - Saiwei Electronics: -0.53% with a net inflow of 23.2725 million yuan [4]

沪指10月31日下跌0.81%，申万所属行业中，今日上涨的有16个，涨幅居前的行业为医药生物、传媒， 涨幅分别为2.42%、2.39%。跌幅居前的行业为通信、电子，跌幅分别为4.07%、3.06%。电子行业位居 今日跌幅榜第二。 资金面上看，两市主力资金全天净流出629.03亿元，今日有13个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.42%，全天净流入资金44.94亿元，其次是传媒行业，日涨幅 为2.39%，净流入资金为40.29亿元。 主力资金净流出的行业有18个，电子行业主力资金净流出规模居首，全天净流出资金287.62亿元，其次 是通信行业，净流出资金为111.13亿元，净流出资金较多的还有电力设备、有色金属、非银金融等行 业。 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601138 | 工业富联 | -7.66 | 1.24 | -302849.94 | | 300476 | 胜宏科技 | -10.53 | 7.41 | -300542.21 | | ...