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]

Market Overview - The Shanghai Composite Index increased by 0.37% this week, while the Shenzhen Component Index decreased by 1.26%, and the ChiNext Index fell by 3.86%. The CSI 300 Index declined by 0.51% [1] - Among the tradable A-shares, 2,963 stocks rose, accounting for 54.66%, while 2,379 stocks fell [1] Capital Flow - This week, the total net outflow of main funds was 145.75 billion yuan, with every trading day showing a net outflow. The ChiNext saw a net outflow of 50.69 billion yuan, the Sci-Tech Innovation Board had a net outflow of 22.16 billion yuan, and the CSI 300 components experienced a net outflow of 64.64 billion yuan [2][1] Industry Performance - Out of the 28 primary industries classified by Shenwan, 17 industries saw an increase this week. The top-performing sectors were non-ferrous metals and coal, with increases of 4.44% and 4.41%, respectively. The worst-performing sectors were media and electronics, with declines of 3.82% and 2.63% [2][1] - In terms of capital flow by industry, seven industries experienced net inflows, with the construction and decoration industry leading with a net inflow of 0.98 billion yuan and a rise of 2.84%. The public utilities sector followed with a net inflow of 0.97 billion yuan and a rise of 3.45% [2][3] Individual Stock Performance - A total of 1,962 stocks saw net inflows this week, with 138 stocks having net inflows exceeding 100 million yuan. The stock with the highest net inflow was ZTE Corporation, which rose by 13.94% with a net inflow of 4.05 billion yuan. Other notable stocks included Hikvision and Vision China, with net inflows of 0.965 billion yuan and 0.904 billion yuan, respectively [4][1] - Conversely, 375 stocks experienced net outflows exceeding 100 million yuan, with the largest outflows from SMIC, Sunshine Power, and Oriental Fortune, which saw net outflows of 4.525 billion yuan, 4.468 billion yuan, and 3.679 billion yuan, respectively [4][1]

Core Insights - The average stock price on the STAR Market is 41.75 yuan, with 72 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1247.08 yuan, which fell by 6.43% today [1][2] - A total of 93 stocks rose while 490 stocks declined on the STAR Market today, with the average decline for stocks priced over 100 yuan being 4.15% [1][2] - The average premium of stocks priced over 100 yuan relative to their issue price is 482.56%, with the highest premiums seen in companies like Shunwei New Materials and Cambrian-U [1][2] Stock Performance - Cambrian-U closed at 1247.08 yuan, down 6.43%, followed by Maolai Optics at 412.99 yuan and Yuanjie Technology at 385.01 yuan [2][3] - Among the stocks priced over 100 yuan, the top gainers today included Kaipu Cloud and Huahai Chengke, while the largest declines were seen in Huahong Company and Dekeli [1][2] Fund Flow - The net outflow of main funds from stocks priced over 100 yuan today totaled 8.966 billion yuan, with the largest net inflows seen in companies like Zhongke Feimeng and Cambrian-U [2][3] - The total margin financing balance for stocks priced over 100 yuan is 91.105 billion yuan, with the highest balances in Zhongke Feimeng and Cambrian-U [2][3] Industry Distribution - The stocks priced over 100 yuan are primarily concentrated in the electronics, pharmaceutical, and computer industries, with 35, 11, and 10 stocks respectively [1][2]

Market Overview - The Sci-Tech Innovation Board (STAR Market) index fell by 5.61%, closing at 1452.68 points, with a total trading volume of 5.854 billion shares and a turnover of 290.526 billion yuan, resulting in an average turnover rate of 3.09% [1] - Among the tradable stocks on the STAR Market, 93 stocks closed higher, with 6 stocks rising between 5% and 10%, while 490 stocks closed lower, with 12 stocks declining over 10% [1] Stock Performance - The highest turnover rate was recorded by Canxin Semiconductor, which closed down 1.68% with a turnover rate of 29.17% and a transaction amount of 2.654 billion yuan [1] - Other notable stocks with high turnover rates include Xianfeng Precision (up 1.91%, turnover rate 17.58%) and Huahai Chengke (turnover rate 16.41%) [1] - Among stocks with a turnover rate exceeding 5%, notable gainers included Ouke Yi (up 8.51%), Kesi Technology (up 8.34%), and Jinpan Technology (up 6.99%), while major losers included Airo Energy (down 14.38%), Liyuanheng (down 13.43%), and Dongxin Co. (down 12.63%) [1] Sector Analysis - The electronics sector had the highest number of stocks with a turnover rate exceeding 5%, totaling 57 stocks, followed by the power equipment and computer sectors with 22 and 18 stocks, respectively [2] - In terms of capital flow, 32 stocks with high turnover rates experienced net inflows from main funds, with the highest net inflows recorded for Junpu Intelligent (155 million yuan), Kesi Technology (143 million yuan), and Jinpan Technology (96.506 million yuan) [2] - Conversely, significant net outflows were observed in stocks such as SMIC (2.472 billion yuan), Dongxin Co. (513 million yuan), and Jucheng Co. (463 million yuan) [2] Leverage Fund Movements - A total of 81 stocks with high turnover rates saw net purchases from leveraged funds, with notable increases in financing balances for Yandong Micro (482 million yuan), Huahong Company (478 million yuan), and Jucheng Co. (250 million yuan) [2] - Conversely, significant reductions in financing balances were noted for SMIC (920 million yuan), Tengjing Technology (152 million yuan), and Yingshi Innovation (101 million yuan) [2]

Market Overview - The Shanghai Composite Index fell by 0.94% on October 10, with 18 out of the 28 sectors in the Shenwan classification experiencing gains, led by the construction materials and coal sectors, which rose by 1.92% and 1.37% respectively [1] - The electronic and electrical equipment sectors had the largest declines, with drops of 4.71% and 4.46% respectively, making the electronic sector the worst performer of the day [1] Capital Flow Analysis - The main capital outflow from both markets totaled 125.784 billion yuan, with 8 sectors seeing net inflows. The construction materials sector led with a net inflow of 418 million yuan, followed by the agriculture, forestry, animal husbandry, and fishery sector with a net inflow of 379 million yuan and a daily increase of 0.94% [1] - A total of 23 sectors experienced net capital outflows, with the electronic sector leading at 38.319 billion yuan, followed by the electrical equipment sector with a net outflow of 25.535 billion yuan. Other sectors with significant outflows included non-ferrous metals, computers, and communications [1] Electronic Sector Performance - The electronic sector saw a decline of 4.71%, with a total net capital outflow of 38.319 billion yuan. Out of 468 stocks in this sector, 61 rose, 2 hit the daily limit up, while 402 fell, with 1 hitting the daily limit down [2] - Among the stocks with net capital inflows, 111 stocks saw inflows, with 5 exceeding 100 million yuan. The top inflow was for Xiangnong Chip, with 226 million yuan, followed by Igor and Yake Technology with inflows of 151 million yuan and 150 million yuan respectively [2] - Conversely, 79 stocks experienced net capital outflows exceeding 100 million yuan, with the largest outflows from Luxshare Precision, SMIC, and Shenghong Technology, with outflows of 2.803 billion yuan, 2.472 billion yuan, and 2.396 billion yuan respectively [2] Top Gainers and Losers in Electronic Sector - The top gainers in the electronic sector included Xiangnong Chip (+2.35%), Igor (+5.50%), and Yake Technology (+4.70%) [3] - The top losers included Luxshare Precision (-6.89%), SMIC (-7.89%), and Shenghong Technology (-6.77%) [3]