| 代码 | 简称 | 回购股数 | 回购金额（万 | 回购最高价 | 回购最低价 | 年内累计回购金额 | | --- | --- | --- | --- | --- | --- | --- | | | | （万股） | 港元） | （港元） | （港元） | （万港元） | | 00700 | 腾讯控股 | 97.50 | 50084.93 | 516.500 | 511.500 | 2853315.68 | | 01299 | 友邦保险 | 300.00 | 20382.49 | 69.000 | 67.150 | 1206539.55 | | 00670 | 中国东方航 空股份 | 220.00 | 648.42 | 2.970 | 2.920 | 49816.45 | | 01519 | 极兔速递-W | 92.00 | 626.52 | 6.870 | 6.730 | 25362.34 | | 09987 | 百胜中国 | 1.39 | 467.34 | 339.400 | 335.200 | 70033.89 | | 01907 | 中国旭阳集 团 | 165.00 | 412.92 | 2.5 ...

Core Insights - China's technology sector is expected to show resilience in H2 2025, leveraging global trade pressures to foster indigenous innovation despite facing significant U.S. tariffs and export restrictions [2] - Major Chinese tech companies are pivoting investments towards AI infrastructure and emerging technologies, with strong demand for AI outpacing supply [2] - The semiconductor industry in China has captured over 25% of the global market share in advanced packaging technologies, showcasing its competitive edge [5] Company Highlights - **NetEase**: - Demonstrated strong financial momentum with Q1 2025 gaming revenues increasing by 12.1% year over year to RMB24.0 billion and net income rising by 35% to RMB10.3 billion [9][11] - Upcoming game titles and a robust pipeline position the company for growth in the second half of 2025 [10][11] - **Alibaba**: - Reported Q4 fiscal 2025 non-GAAP earnings surged by 23% year over year to $1.73 per ADS, exceeding estimates by 16.89% [12][13] - The Cloud Intelligence segment achieved 18% revenue growth, with AI-related products maintaining triple-digit growth for seven consecutive quarters [12] - **Taiwan Semiconductor**: - Achieved Q1 2025 revenues of $25.53 billion, a 35% year-over-year increase, with net income rising by 53% to nearly $11 billion [15] - Plans to increase capital spending to between $38 and $42 billion in 2025 to meet growing AI-driven demand for advanced chips [16] - **Tencent**: - Reported Q1 revenues of RMB180 billion, a 13% year-over-year increase, with gaming division growth accelerating [17] - Integrated AI capabilities are enhancing user engagement and advertising effectiveness, positioning the company favorably in the market [18][19] Industry Trends - The robotics sector in China is advancing with innovations such as sophisticated humanoid robots, while the electric vehicle ecosystem is bolstered by companies like Zeekr and Great Wall Motor [6] - Augmented reality companies in Beijing are developing advanced AR solutions, reflecting China's strategy to lead in high-tech sectors [7] - The overall technological advancements and significant investments in development present substantial growth opportunities for investors in the Chinese tech landscape [8]

Group 1: Market Overview - The Hong Kong stock market saw a net inflow of 35.16 billion HKD from Northbound trading on June 4, with 27.74 billion HKD from the Shanghai Stock Connect and 7.42 billion HKD from the Shenzhen Stock Connect [1] - The most bought stocks included Meituan-W (03690), Alibaba-W (09988), and BYD Company (01211), while the most sold stocks were Tencent (00700), Xiaomi Group-W (01810), and SMIC (00981) [1] Group 2: Stock Performance - Meituan-W (03690) recorded a net inflow of 14.13 billion HKD, driven by significant growth in new customers and sales during its recent promotional campaign [6] - Alibaba-W (09988) saw a net inflow of 6.19 billion HKD, with expectations of a 2 trillion RMB market opportunity in instant shopping by 2030 [6] - BYD Company (01211) had a net inflow of 3.93 billion HKD, planning to launch a low-cost micro electric vehicle in Japan and reporting a 15.3% year-on-year increase in May's new energy vehicle sales [7] - Sinopharm Group (01801) received a net inflow of 3.67 billion HKD, presenting promising clinical trial data for its innovative cancer treatment [7] - CSPC Pharmaceutical Group (01093) attracted a net inflow of 3.3 billion HKD, negotiating potential licensing deals worth up to 5 billion USD [8] - Xiaomi Group-W (01810) faced a net outflow of 13.75 billion HKD, with ongoing discussions about its automotive business profitability [8] - Tencent (00700) experienced a net outflow of 14.35 billion HKD, with management indicating that AI product monetization will take several quarters [9]

南向资金今日净买入35.16亿元。港股通（沪）方面，美团-W、信达生物分别获净买入5.55亿港元、 2.97亿港元；小米集团-W净卖出额居首，金额为8.03亿港元；港股通（深）方面，美团-W、阿里巴巴- W分别获净买入8.59亿港元、6.58亿港元；腾讯控股净卖出额居首，金额为7.59亿港元。 ...

跟踪中华港股通精选100的公募基金包括：华安CES港股通精选100ETF联接A、华安CES港股通精选 100ETF联接C、华安CES港股通精选100ETF。 本文源自：金融界 从指数持仓来看，中华交易服务港股通精选100指数十大权重分别为：阿里巴巴-W（11.33%）、汇丰控 股（10.71%）、腾讯控股（10.43%）、小米集团-W（7.45%）、美团-W（6.66%）、友邦保险 （5.82%）、香港交易所（4.02%）、渣打集团（2.33%）、保诚（1.91%）、泡泡玛特（1.51%）。 从中华交易服务港股通精选100指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中华交易服务港股通精选100指数持仓样本的行业来看，可选消费占比29.28%、金融占比28.47%、通 信服务占比13.88%、信息技术占比9.30%、房地产占比4.66%、公用事业占比4.17%、医药卫生占比 3.71%、主要消费占比3.20%、工业占比2.87%、原材料占比0.47%。 金融界6月3日消息，上证指数低开高走，中华交易服务港股通精选100指数 (中华港股通精选100， CES100)上涨1.05%，报5066.3 ...

Core Viewpoint - The China Securities Hong Kong Technology Index has shown a positive trend, with a year-to-date increase of 23.11%, reflecting the performance of major technology companies listed in Hong Kong [1] Group 1: Index Performance - The China Securities Hong Kong Technology Index opened lower but closed higher, rising by 1.75% to 1664.71 points, with a trading volume of 62.007 billion [1] - Over the past month, the index has increased by 2.33%, while it has decreased by 3.70% over the last three months [1] Group 2: Index Composition - The index comprises 50 large-cap technology companies with significant R&D investment and revenue growth, selected from Hong Kong-listed securities [1] - The top ten weighted companies in the index are Xiaomi Group-W (14.18%), Alibaba-W (10.81%), Tencent Holdings (9.94%), BYD Company (8.12%), Meituan-W (6.56%), NetEase-S (6.42%), JD Group-SW (5.36%), Baidu Group-SW (3.83%), BeiGene (3.55%), and SMIC (3.2%) [1] Group 3: Sector Allocation - The sector allocation of the index shows that consumer discretionary accounts for 39.64%, communication services for 23.85%, information technology for 23.51%, healthcare for 12.64%, and industrials for 0.37% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - In special circumstances, the index may undergo temporary adjustments, such as including new listings that rank in the top ten by market capitalization [2]

| -FIFFA-JUTFAX-A-JE-N - A-2 - | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 17. 有關事件的詳情: | | | | | | | | | 以前 / 現時持有股份的身分 | | | 買 / 賣或涉及的股份 交易的貨 | | 場內 | | 播》 | | 有關事件的簡述 | 有關事件之前 | 有關事件之後 | 數目 | BE | 最高價（毎 平均價（每 平均代價（每 | | 代價的性質 | | | | | | | 慶) 慶) 慶) | | | | 好倉 1201 你的股份權益的百分率 2201 你所控制的 | | | 21,806,000HKD | | 4.7800 | 4.6325 | | | 水平有所下降,原因 | 法國的權益 | | | | | | | | קום | | | | | | | | | 你完成出售股份 | | | | | | | | | 淡盒 | | | | | | | | | 18. 緊接在有關事件之前的股份總數: | | | | | | | | | 股份總數 | | 百分 ...

港交所文件显示，腾讯控股(00700.HK)在晶泰控股(02228.HK)的持股比例从6.47%降至5.93%。 ...

数据统计显示，中证港股通回购指数近一个月上涨7.47%，近三个月上涨6.64%，年至今上涨16.06%。 据了解，中证港股通回购指数从港股通范围内选取50只回购比例较高的上市公司证券作为指数样本，以 反映港股通范围内高回购比例上市公司证券的整体表现。该指数以2018年12月28日为基日，以1000.0点 为基点。 从指数持仓来看，中证港股通回购指数十大权重分别为：汇丰控股（10.68%）、友邦保险 （10.64%）、腾讯控股（9.81%）、美团-W（7.89%）、快手-W（7.46%）、东岳集团（5.98%）、石药 集团（5.17%）、恒生银行（5.14%）、太古股份公司Ａ（4.99%）、中远海控（3.59%）。 从中证港股通回购指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通回购指数持仓样本的行业来看，金融占比26.46%、通信服务占比17.84%、可选消费占比 14.80%、医药卫生占比13.53%、房地产占比8.29%、工业占比6.27%、原材料占比6.13%、能源占比 3.31%、信息技术占比1.93%、主要消费占比1.44%。 资料显示，指数样本每季度调整一次，样本调整实施时 ...

金融界6月3日消息，上证指数低开高走，中证香港回购指数 (香港回购，932362)报1041.20点。 从中证香港回购指数持仓样本的行业来看，金融占比28.61%、通信服务占比18.20%、医药卫生占比 15.07%、可选消费占比12.99%、原材料占比6.89%、房地产占比6.62%、工业占比6.51%、信息技术占比 2.56%、主要消费占比1.62%、能源占比0.81%、公用事业占比0.12%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3、6、9、12月的第二个星期五的 下一交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个 定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指 数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证香港回购指数近一个月上涨7.97%，近三个月上涨8.41%，年至今上涨18.07%。 据了解，中证香港回购指数从香港上市证券中选取50只回购比例较高的上市公司证券作为指数样本，以 反映香港证券市场高回购比例上 ...