今年以来南向资金净流入超9000亿港元｜南财早新闻

Macro Economy - Foreign investment projects in China are progressing steadily, with the National Development and Reform Commission planning to introduce a new batch of major foreign investment projects and a revised "Encouraging Foreign Investment Industry Catalog" to attract more foreign capital [3] - As of the end of July, the total number of registered local companies in Hong Kong exceeded 1.5 million, and over 15,000 non-Hong Kong companies were registered, both reaching historical highs [3] - Investment in Xiong'an New Area increased by 13.5% year-on-year in the first half of the year, with over 300 central enterprise branches established [3] - The total box office for the summer movie season in 2025 has surpassed 8.5 billion yuan as of August 10 [3] Investment News - Hong Kong Investment Management Company has invested in over 100 projects, with more than 10 companies preparing to apply for listing in Hong Kong [4] - Southbound capital inflow has reached 900.8 billion HKD this year, marking a significant milestone and highlighting the importance of mainland funds in the Hong Kong stock market [4] - Public funds are experiencing a resurgence in self-purchase activities, with several institutions announcing plans to buy their own equity funds [5] - The issuance of new technology innovation bonds has reached 880.66 billion yuan in three months, with financial institutions accounting for 36% of the issuance [5] - A total of 40 restricted shares will be unlocked this week, with a total market value of 232.775 billion yuan [5] Company Movements - Changan Automobile's chairman visited Huawei's CEO to discuss industry competition and received targeted advice on supporting Changan and its Avita brand [6] - Huawei is set to release breakthrough technology in AI reasoning on August 12, which may reduce reliance on high-bandwidth memory technology [6] - Industrial Fulian reported a revenue of 360.76 billion yuan in the first half of the year, a year-on-year increase of 35.58%, with a net profit of 12.11 billion yuan, up 38.61% [6] - Yanjing Beer achieved a revenue of 8.558 billion yuan in the first half of the year, with a net profit of 1.103 billion yuan, reflecting a year-on-year growth of 6.37% and 45.45% respectively [7] - Wantong Development plans to invest 854 million yuan to acquire a 62.98% stake in Shudu Technology, injecting quality chip design business assets [8]