今日上榜个股中，小米集团-W、腾讯控股、阿里巴巴-W等8只股同时上榜港股通（深）、港股通（沪）成交活跃股， 小米集团-W合计成交额 83.68亿港元，成交净买入16.59亿港元，腾讯控股合计成交额45.43亿港元，成交净买入8.33亿港元。泡泡玛特合计成交额23.37亿港元，成交净卖 出3.51亿港元，美团-W合计成交额37.51亿港元，成交净卖出2.88亿港元。 从连续性进行统计， 有4只股获南向资金连续3天以上净买入，连续净买入天数较多的有腾讯控股、中芯国际、阿里巴巴-W，连续净买入天数分 别为4天、3天、3天。以其间净买入金额统计，净买入金额最多的是小米集团-W，合计净买入为24.46亿港元，其次是腾讯控股合计净买入为20.89 亿港元，中芯国际合计净买入为13.03亿港元。（数据宝） | 7月29日南向资金成交活跃股 | | --- | | 代码 简称 | 成交金额 成交净买入 | 今日涨跌幅（%） | | --- | --- | --- | | | （万港元） （万港元） | | | 01810 小米集团-W | 836751.42 165918.68 -2.64 | | | 00700 腾讯控股 ...

智通财经7月29日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1554.92亿港元，短线交投连续收缩后重新放量，约为今日恒指成交总额的 58.23%，占比也较前几日明显抬升。 个股方面，交易所数据显示，今日南向资金 大幅净买入：小米集团-W(01810.HK)16.59亿港元；腾讯控股(0700.HK)8.33亿港元；阿里巴巴-W(09988.HK)7.53亿港元；石药集团(01093.HK)6.52 亿港元；信达生物(01801.HK)5.14亿港元；国泰君安国际(01788.HK)4.31亿港元；中芯国际(00981.HK)3.67亿港元； 大幅净流出：泡泡玛特(09992.HK)3.51亿港元；美团-W(03690.HK)2.88亿港元。 恒指今日弱势震荡，午后有所走强。全天南向资金净流入约127.20亿港元，其中沪港股通净流入约58.78亿港元，深港股通净流入约68.42亿港元。 | 令日 | 58.78 | 68.42 | 127.20 | | --- | --- | --- | --- | | 近一月 | 573.94 | 534.16 | 1108.10 | 投资要点 小米集团-W今日 ...

| 中芯国际 | 6.421Z | 5.18 亿 | 11.60亿 | | --- | --- | --- | --- | | HK 00981 | | | +1.24 亿 | | 快手-W | 4.62亿 | 4.71亿 | 9.33亿 | | HK 01024 | | | -850.31万 | | 石药集团 | 5.88亿 | 3.24亿 | 9.11亿 | | HK 01093 | | | +2.64 乙 | | 信达生物 | 6.77 亿 | 1.62亿 | 8.39亿 | | HK 01801 | | | +5.141Z | | 泡泡玛特 | 3.63亿 | 4.43亿 | 8.06亿 | | HK 09992 | | | -7973.47万 | 港股通(深)活跃成交股 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 小米集团-W HK 01810 | 31.76亿 | 21.87 亿 | 53.64亿 | | | | | +9.89 亿 | | 国泰君安 ... | 21.58亿 | 19.90亿 | 41 ...

南向资金今日净买入127.2亿港元。小米集团-W、腾讯控股、阿里巴巴-W分别获净买入16.59亿港元、 8.33亿港元、7.53亿港元；泡泡玛特净卖出额居首，金额为3.51亿港元。 本文源自：金融界AI电报 ...

智通财经APP获悉，7月29日港股市场，北水成交净买入127.2亿港元，其中港股通(沪)成交净买入58.78 亿港元，港股通(深)成交净买入68.42亿港元。 | 石药集团 HK 01093 | 5.88亿 | 3.24亿 | 9.11亿 +2.64亿 | | --- | --- | --- | --- | | 信达生物 | 6.77亿 | 1.62亿 | 8.39亿 | | HK 01801 | | | +5.14亿 | | 泡泡玛特 | 3.63亿 | 4.43亿 | 8.06亿 | | HK 09992 | | | -7973.47万 | 港股通(深)活跃成交股 北水净买入最多的个股是小米集团-W(01810)、腾讯(00700)、阿里巴巴-W(09988)。北水净卖出最多的 个股是南方恒生科技(03033)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 净流入 | | --- | --- | --- | --- | | 小米集团-W HK 01810 | 31.76亿 | 21.87 乙 | 53.64亿 +9.89亿 | | 国泰君安 ... | 21.58 乙 | 19.90亿 | 41. ...

智通财经7月29日电，南向资金今日净买入约127.20亿港元。其中，小米集团-W、腾讯控股分别获净买 入约16.59亿港元、8.33亿港元；泡泡玛特遭净卖出约3.51亿港元。 南向资金今日净买入逾127亿港元 小米集团获净买入居前 ...

7月29日，2025年《财富》世界500强发布。小米集团排名第297位，较上一年提高100位，创下2019年上 榜以来的最大增幅。2024年小米集团总收入3659亿元，收获史上最强业绩。 来源：新浪网 对此，小米集团创始人、董事长兼CEO雷军发微博表示，今年是小米创业第十五周年，小米"人车家全 生态" 战略正式闭环，手机、汽车、大家电三大增长曲线齐头并进，开启新一轮增长。 小米将始终以技 术为本，向着 "全球新一代硬核科技引领者" 挺进！ ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 对此，小米集团创始人、董事长兼CEO雷军发微博表示，今年是小米创业第十五周年，小米"人车家全 生态" 战略正式闭环，手机、汽车、大三大增长曲线齐头并进，开启新一轮增长。 小米将始终以技术为 本，向着 "全球新一代硬核引领者" 挺进！ 7月29日，2025年《财富》世界500强发布。小米集团排名第297位，较上一年提高100位，创下2019年上 榜以来的最大增幅。2024年小米集团总收入3659亿元，收获史上最强业绩。 ...

Core Viewpoint - Xiaomi's home appliance business has become a crucial strategic component, achieving significant growth with a projected CAGR of 48.8% from 2020 to 2024 in the smart home appliance sector [1] Group 1: External Factors - The cautious consumer environment and the shift in leading companies towards profitability have facilitated Xiaomi's rapid market share expansion [1] - The preference for high cost-performance products among consumers has allowed Xiaomi to enhance its market position [1] Group 2: Internal Factors - Xiaomi's competitive edge is bolstered by its ecosystem model, which enables rapid product category expansion and enhances user loyalty through AIoT integration [1] - The company's "explosive product" strategy provides cost advantages compared to similarly sized competitors, benefiting consumers [1] - Strong marketing and user operation capabilities allow Xiaomi to quickly capture user demands, supported by its high brand recognition [1] Group 3: Growth Potential - The home appliance sector shows significant growth potential, particularly in categories like air conditioning, dishwashers, and electric ovens, with strong market share and structural opportunities [2] - The optimization of offline channel systems and the globalization of major appliance products are expected to support long-term growth in Xiaomi's home appliance business [2] Group 4: Investment Outlook - Xiaomi's comprehensive "smart home" platform and the steady growth of its IoT business position the company favorably in a cautious consumer environment [2] - The ongoing high growth in Xiaomi's smartphone and IoT segments, along with the rapid expansion of new automotive business, is projected to drive substantial profit increases by 2025-2027 [2]

Investment Rating - The report maintains a "Buy" rating for the company [15]. Core Viewpoints - The company's home appliance business has shown significant growth, evolving from a supplementary role in the IoT ecosystem to a crucial component of the "human-vehicle-home" strategy. The company has established a competitive advantage through its ecosystem model, popular product strategy, and effective marketing capabilities. With the development of its automotive business, the company is expected to optimize its offline channel system and actively promote its large appliance export plans, enhancing the long-term growth potential of the home appliance segment [3][9][39]. Summary by Sections Home Appliance Business: Strategic Upgrade and Scale Breakthrough - The company has built a comprehensive "human-vehicle-home" ecosystem over more than a decade, with home appliances as a core business. The smart home appliance business is projected to achieve a CAGR of 48.8% from 2020 to 2024. The company has achieved full category coverage in home appliances, primarily developing white and black goods in-house while utilizing an ecosystem model for other categories [9][20][26]. External Factors: Differentiated Positioning and Market Trends - The company has rapidly gained market share in a mature domestic home appliance industry due to two main external factors: a cautious consumer environment leading to a preference for high cost-performance products and a shift in leading companies focusing more on profitability, which has created favorable conditions for the company [10][40]. Internal Factors: Ecosystem Support and Innovation - The company's competitive edge in home appliances is attributed to three main aspects: rapid category expansion through its ecosystem model, a successful product strategy that allows for cost advantages, and strong marketing and user operation capabilities that enable quick capture of consumer demand [11][39]. Growth Potential: Initial Foundation and Promising Outlook - The home appliance segment has significant growth potential, with high penetration rates in certain categories and room for expansion in others. The company is expected to see strong growth in online markets for air conditioners, dishwashers, and electric ovens, supported by the optimization of offline channels and global expansion of large appliances [12][39]. Investment Recommendation: Seizing Multi-Dimensional Development Potential - The company has established a leading global platform for smart terminals, with steady growth in its IoT business. The cautious consumer environment and the industry's focus on profitability provide a favorable backdrop for the company's development. The home appliance business is expected to deliver strong growth momentum in the long term, supported by the anticipated high growth of its smartphone and IoT business, as well as rapid expansion in the automotive sector. The projected net profits for 2025-2027 are estimated at 42.39 billion, 55.75 billion, and 70.08 billion respectively, with corresponding PE ratios of 32.6, 24.8, and 19.7 [13][39].