香港联交所最新数据显示，11月24日，贝莱德增持美的集团（000333）(00300)203.7899万股，每股作价 88.7535港元，总金额约为1.81亿港元。增持后最新持股数目约为3331.6万股，持股比例为5.12%。 ...

香港联交所最新数据显示，11月24日，贝莱德增持美的集团(00300)203.7899万股，每股作价88.7535港 元，总金额约为1.81亿港元。增持后最新持股数目约为3331.6万股，持股比例为5.12%。 ...

美的集团(00300.HK)11月28日耗资人民币1亿元回购125万股A股 美的集团(00300.HK)11月27日耗资人民 币1亿元回购125万股A股 格隆汇11月28日丨美的集团(00300.HK)公告，11月28日耗资人民币1亿元回购125万股A股。 相关事件 ...

智通财经APP讯，美的集团(00300)发布公告，于2025年11月28日，该公司斥资人民币9999.67万元回购 125.46万股A股股份，每股回购价人民币79.37-80元。 ...

2025 年 11 月 28 日 开源金股，12 月推荐 策略研究团队 ——投资策略专题 韦冀星（分析师） weijixing@kysec.cn 证书编号：S0790524030002 策略：近期调整结束后成长或仍占优 本轮调整结束后有望延续前期成长风格，把握 AI 硬件优质 Alpha 的同时重视科 技潜在的高低切：军工、传媒（游戏）、AI 应用、港股互联网、电力设备等。 商贸零售：上美股份（2145.HK） Q4 主推产品有望快速放量，双十一表现亮眼。 传媒：巨人网络（002558.SZ） 圣诞、元旦活动或推动《超自然行动组》DAU、流水等关键数据突破新高。 电子：北方华创（002371.SZ） 财务压力得到改善，长鑫与长存上市进展公布、国内 FAB 开启招标、地缘政治 带动自主可控情绪加强。 金融工程：基于行业轮动模型的 12 月行业多头 基于行业动力学模型，12 月行业组合为：美容护理，社会服务，家用电器，石 油石化，商贸零售，通信，交通运输，汽车，传媒，食品饮料。 海外：阿里巴巴-W（9988.HK） 积极投入 AI 基础设施建设并计划追加更多投入有望驱动云业务增长提速，淘天 短期加大闪购投入，用户 ...

从资金流向上来看，当日白色家电板块主力资金净流入2.36亿元，游资资金净流出8231.64万元，散户资 金净流出1.54亿元。白色家电板块个股资金流向见下表： 证券之星消息，11月28日白色家电板块较上一交易日上涨0.03%，深康佳Ａ领涨。当日上证指数报收于 3888.6，上涨0.34%。深证成指报收于12984.08，上涨0.85%。白色家电板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 000016 | 深康佳A | 5.20 | 1.76% | 25.44万 | | 1.32 Z | | 600983 | 惠而浦 | 10.15 | 0.89% | 2.08万 | 2099.05万 | | | 000333 | 美的集团 | 79.86 | 0.08% | C 18.13万 | | 14.45 Z | | 000651 | 格力电器 | 40.36 | 0.07% | 1 20.44万 | | 8.23亿 | | 600690 | 海尔智家 | 27. ...

智通财经记者 郭莎莎 11月26日下午，香港新界大埔屋邨宏福苑多栋住宅楼发生火灾，造成重大人员伤亡，牵动社会各界关 注。 据中国新闻网，截至11月28日上午6时，香港宏福苑火警共造成94人遇难，当中一名遇难者为消防员。 另由消防处处理的伤者共有76人，包括11名消防员。 百度宣布捐赠1000万港元专项资金，用于受灾民众的紧急安置、生活保障及灾后重建。 网易公司决定捐赠1000万港元，用于支持当地紧急救援、过渡安置、灾后社区恢复、居民情绪疏导等各 项工作。 小米集团创始人、董事长兼CEO雷军在个人微博发文表示，香港小米基金会捐赠1000万港元，紧急驰援 香港大埔火灾救援。 快手宣布通过北京快手公益基金会捐赠500万港元，支援香港大埔火灾的紧急救援和灾后恢复工作。 据新华网，香港特区政府民政及青年事务局发言人27日表示，为援助大埔宏福苑的居民，特区政府当日 已成立"大埔宏福苑援助基金"，并投入3亿港元作为启动资金，协助居民及支持各项相关工作。 灾情发生后，多家企业、机构纷纷捐款，紧急驰援香港大埔火灾救援。据记者不完全统计，截至11月27 日24时，已有逾40家企业参与捐赠，物资和捐款总额超6亿港元。 多家互联网科 ...

Core Points - Over 40 companies and foundations have contributed more than 600 million HKD to support the fire disaster relief and reconstruction efforts in Tai Po, Hong Kong [1][2] - The Hong Kong government and various sectors are actively engaged in firefighting, rescue operations, and post-disaster support [1] Company Contributions - Alibaba Group has initiated a donation of 20 million HKD for disaster relief and has activated its emergency response mechanism to provide essential supplies [2] - Anta Group and Xtep Group each announced donations of 20 million HKD for disaster relief efforts [2] - Tencent, Xiaomi, and other companies have also contributed amounts ranging from 5 million HKD to 20 million HKD [2] Foundation Contributions - The Ma Yun Public Welfare Foundation donated 30 million HKD to assist affected families and support emergency personnel [3] - The Li Ka Shing Foundation allocated 80 million HKD, including 30 million HKD for immediate aid and 50 million HKD for community rebuilding [3] - The Hong Kong Red Cross received a donation of 2 million RMB for emergency rescue and humanitarian assistance [4] Insurance Sector Response - Multiple insurance companies, including China Life and Ping An, have activated emergency claims procedures to ensure rapid support for affected families [4]

Core Insights - The report provides a summary of recommended stocks across various industries for December 2025, highlighting investment logic and potential growth opportunities for each company [2]. Industry Summaries Construction - Shenghui Integrated (603163.SH) is a Taiwanese cleanroom engineering service provider and a core engineering supplier for Google's TPU, poised to benefit from TSMC's expansion in the U.S. with potential orders from TSMC Arizona and multiple North American data centers [2]. Banking - China Merchants Bank (600036.SH) is expected to attract investors due to its stable operations and a projected dividend yield of 4.62% for the 2024 annual report, with increased demand for low-volatility stocks as market fluctuations rise [2]. Electronics - Aojie Technology (688220.SH) is positioned to benefit from the AI trend, with its unique 2-5G full-standard cellular communication capabilities and strong ASIC customization experience, which are expected to drive growth in wearable technology and other applications [2]. Power Equipment and New Energy - Delijia (603092.SH) maintains a leading market share in wind power main gearboxes, with a projected global market size of $11.563 billion by 2030 and a compound annual growth rate of 5.10% from 2024 to 2030, indicating stable growth prospects [2]. Basic Chemicals - Yaqi International (000893) is set to increase its potash fertilizer production capacity significantly, benefiting from a rising global potash market [2]. Agriculture, Forestry, Animal Husbandry, and Fishery - Youran Dairy (9858.HK), a leading global dairy farming company, is expected to benefit from rising milk prices and beef prices, leading to improved performance [2]. Internet - Alibaba (9988.HK) is experiencing accelerated growth in cloud revenue, with a 34% year-on-year increase in FY26Q2, and is expected to continue improving profitability through enhanced user engagement and AI integration [2]. Pharmaceuticals - Yifeng Pharmacy (603939.SH) is anticipated to see profit improvements due to ongoing optimization of its store structure and a clear plan for non-pharmaceutical profit growth [2]. Home Appliances - Midea Group (000333.SZ) is focusing on dual-driven strategies in domestic and international markets, with strong cash flow and a favorable dividend yield, despite facing some pressure in Q4 [2]. Non-Bank Financials - Ping An Insurance (601318.SH) is increasing investments in high-quality long-term assets, with potential for valuation improvement as market conditions shift [2].

Group 1: Incident Overview - A major fire occurred in Hong Kong's Tai Po district, resulting in 94 fatalities, including one firefighter, and 76 injuries, with 11 being firefighters [1] - The Hong Kong government established a relief fund with an initial allocation of 300 million HKD to assist affected residents [1] Group 2: Corporate Donations - Alibaba Group announced a donation of 20 million HKD for immediate relief efforts and additional support for affected families [2] - Tencent Charity Foundation pledged a total of 30 million HKD, including an initial 10 million HKD and an additional 20 million HKD to the relief fund [2] - ByteDance (Hong Kong) and Baidu each committed 10 million HKD for emergency relief and community recovery efforts [2] Group 3: Additional Corporate Contributions - Various companies, including NetEase, Xiaomi, and Kuaishou, each donated 10 million HKD to support emergency relief and community recovery [3] - Anta Group and Bosideng Group each contributed 30 million HKD, while Li Ning Group and Xtep Group donated 20 million HKD each for disaster relief [4][5][6] - Other companies like 361°, Chow Tai Fook, and Nongfu Spring also made significant contributions, totaling millions in cash and supplies [7][8] Group 4: Broader Industry Response - Multiple sectors, including automotive, real estate, and finance, participated in the relief efforts, with companies like Chery Automobile and BYD each donating 10 million HKD [9][10] - Financial institutions and logistics companies, such as Didi and SF Express, also pledged substantial amounts for emergency aid and recovery efforts [15]