Group 1: Market Activity - Southbound funds net bought Hong Kong stocks worth 95.74 billion HKD on June 25 [1] - Notable net purchases included Guotai Junan International (16.62 billion HKD), SMIC (14.25 billion HKD), and China Construction Bank (8.92 billion HKD) [1] - Significant net sales were observed in Tencent Holdings (5.51 billion HKD), Alibaba-W (4.6 billion HKD), and Xiaomi Group-W (3.06 billion HKD) [1] Group 2: Stock Performance - Guotai Junan International saw a remarkable increase of 198.4% with a net purchase of 13.69 billion HKD [4] - SMIC experienced a 5.6% rise with a net purchase of 7.39 billion HKD [4] - Xiaomi Group-W had a slight decline of 0.4% with a net sale of 4.16 billion HKD [4] Group 3: Company Developments - Guotai Junan International received approval from the Hong Kong Securities and Futures Commission to upgrade its securities trading license to include virtual asset trading services [5] - SMIC is facing potential changes as the U.S. Department of Commerce plans to revoke the "indefinite exemption" for semiconductor companies operating in mainland China [5] - China Ping An's shareholding by BlackRock increased from 5.91% to 6.04% as of June 19 [6] Group 4: Industry Trends - The insurance sector in Hong Kong is experiencing a wave of shareholding increases, with 19 instances reported by June 20, 2025, involving 16 companies [6] - Xiaomi announced the launch of its AI glasses, which have already received 250,000 pre-orders [6] - The launch of the Cross-Border Payment System on June 22 marks a significant step in connecting mainland China and Hong Kong's payment systems [6]

Group 1 - The core point of the news is that the main funds in the Shanghai and Shenzhen markets experienced a net inflow of 7.138 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 323 million yuan [1] - A total of 233 stocks saw net inflows, while 355 stocks experienced net outflows [1] - On the Sci-Tech Innovation Board, 452 stocks rose, with one stock, Tai Lingwei, hitting the daily limit, while 126 stocks declined [1] Group 2 - The top three stocks with the highest net inflow of main funds are: Han's Laser with 362 million yuan, SMIC with 349 million yuan, and Tai Lingwei with 107 million yuan [2] - The stock with the highest net outflow was Guangda Special Materials, which saw a net outflow of 158 million yuan despite a price increase of 2.91% [1][2] - There are 62 stocks that have seen continuous net inflows for more than three trading days, with Sanyou Medical leading at 10 consecutive days [2] Group 3 - The main funds' inflow ranking shows that Han's Laser had an inflow rate of 6.40% and a price increase of 0.64% [2] - Other notable stocks include Kingsoft Office with an inflow of 101 million yuan and a price increase of 3.87%, and Wealth Trend with an inflow of 100 million yuan and a price increase of 17.84% [2] - A total of 114 stocks experienced continuous net outflows, with Bohui Technology leading at 24 consecutive days of outflow [2]

如果您希望可以时常见面，欢迎标星收藏哦~ 6月25日上午，国台办举行例行新闻发布会，记者提问称，近日，台经济主管部门称，已将601个 实体纳入"出口管制名单"，其中包括华为、等大陆芯片研发企业。有岛内投资者担心，相关"出口 禁令"会冲击台湾半导体企业。对此有何评论？ 国台办发言人朱凤莲表示，民进党当局对于损台害台的关税霸凌，无底线卑躬屈膝、跪地求饶；对 于互惠互利的两岸经济合作，却屡下黑手，频施恶招，甚至把配合美国打压大陆企业作为向美输 诚、"倚外谋独"的"投名状"，种种卑劣行径令人不齿。我们将采取有力措施坚决维护两岸经贸交 流合作正常秩序，维护两岸同胞利益福祉。 正告民进党当局，进行技术封锁阻止不了大陆科技创新步伐；企图"脱钩断链"迟滞不了大陆产业 升级进程。民进党当局任何破坏两岸经济合作的行径，都只会损害台湾企业自身竞争力，限缩台湾 经济自身发展空间。事实一再证明，两岸携手共同壮大中华民族经济，才是人间正道。 点这里加关注，锁定更多原创内容 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一 ...

南向资金今日净买入约96亿港元 国泰君安国际获净买入居前 智通财经6月25日电，南向资金今日净买入95.74亿港元。其中，国泰君安国际、中芯国际分别获净买入 约16.62亿港元、14.25亿港元；腾讯控股遭净卖出约5.52亿港元。 ...

Core Viewpoint - The article discusses the recent developments in cross-strait relations, highlighting the Chinese government's efforts to facilitate exchanges with Taiwan and respond to external pressures, particularly from the United States. Group 1: Cross-Strait Relations - The Chinese government announced a policy to waive fees for Taiwanese residents applying for travel documents from July 1, 2025, to December 31, 2027, to promote easier travel and exchanges between Taiwan and the mainland [2] - The spokesperson criticized the Taiwanese government's export control measures against mainland companies, asserting that such actions would harm Taiwan's own economic competitiveness and development [3] - The spokesperson emphasized that the Taiwan issue is an internal matter for China and condemned U.S. legislative actions that interfere with this issue, reaffirming that Taiwan, as part of China, has no right to participate in international organizations like the IMF [4] Group 2: Straits Forum - The 17th Straits Forum held in Xiamen on June 15 was attended by over 7,000 Taiwanese participants, with a significant representation of youth, indicating a strong desire for closer ties and exchanges [6] - The forum showcased various initiatives and projects aimed at enhancing economic and cultural cooperation between the two sides, including financial support measures and the establishment of a technology cooperation base [7] - Cultural activities during the forum, such as poetry readings and traditional performances, aimed to strengthen the shared cultural heritage and emotional connections between the people of Taiwan and the mainland [8]

国台办举行例行新闻发布会。近日，台经济主管部门称，已将601个实体纳入"出口管制名单"，其中包 括华为、中芯国际等大陆芯片研发企业。有岛内投资者担心，相关"出口禁令"会冲击台湾半导体企业。 对此有何评论？国台办发言人朱凤莲表示，民进党当局对于损台害台的关税霸凌，无底线卑躬屈膝、跪 地求饶；对于互惠互利的两岸经济合作，却屡下黑手，频施恶招，甚至把配合美国打压大陆企业作为向 美输诚、"倚外谋独"的"投名状"，种种卑劣行径令人不齿。我们将采取有力措施坚决维护两岸经贸交流 合作正常秩序，维护两岸同胞利益福祉。(日月谭天) ...

恒指涨幅扩大至1%，新东方(09901.HK)、中芯国际(00981.HK)领涨成分股，恒生科技指数现涨1.5%。 ...

智通财经6月25日电，港股半导体板块走强，华虹半导体涨近5%，中芯国际涨近3%，晶门半导体、宏 光半导体等跟涨。 ...

港股半导体板块走强，华虹半导体(01347.HK)涨近5%，中芯国际(00981.HK)涨近3%，晶门半导体 (02878.HK)、宏光半导体(06908.HK)等跟涨。 ...

沪深两市全天主力资金净流入172.11亿元，其中，科创板主力资金净流入5.13亿元，主力资金净流入的 有272只股，主力资金净流出的有316只股。 证券时报•数据宝统计显示，今日科创板个股上涨的有527只，涨停的有利元亨、华盛锂电等2只，下跌 的有59只。 资金流向方面，今日主力资金净流入的科创板股共有272只，其中，6只个股主力资金净流入超5000万 元，寒武纪主力资金净流入3.81亿元，净流入资金居首；海光信息、利元亨紧随其后，全天净流入资金 分别为2.45亿元、8272.66万元。主力资金净流出的有316只，净流出资金最多的是仕佳光子，该股今日 下跌6.32%，全天主力资金净流出1.23亿元，其次是中芯国际、中无人机，主力资金净流出分别为 8875.15万元、8566.17万元。 | 688122 | 西部超导 | 169.48 | 0.47 | 1.65 | 1.14 | | --- | --- | --- | --- | --- | --- | | 688215 | 瑞晟智能 | 158.42 | 5.74 | 4.59 | 1.46 | | 688348 | 昱能科技 | 156.14 | 1.6 ...