资金动向 | 北水狂抛港股204亿港元历史新高!加仓中芯国际近9亿
Ge Long Hui A P P·2025-08-28 12:03

Group 1 - Southbound funds recorded a net sell of HKD 20.441 billion in Hong Kong stocks on August 28, marking the largest single-day net sell in history [1] - Notable net buys included SMIC at HKD 0.892 billion, CanSino Biologics at HKD 0.511 billion, and Huahong Semiconductor at HKD 0.463 billion [1] - Major net sells included the Tracker Fund of Hong Kong at HKD 11.89 billion and Hang Seng China Enterprises at HKD 4.776 billion [1] Group 2 - SMIC reported a revenue of USD 4.456 billion for the first half of the year, a year-on-year increase of 22%, with a net profit of USD 0.32 billion, up 35.6% [5] - CanSino Biologics saw a revenue growth of 37.75% year-on-year, with a target price increase of 87.5% to HKD 225 by CICC [5] - Huahong Semiconductor achieved a revenue of HKD 8.018 billion, a 19.09% increase, but net profit fell by 71.95% to HKD 0.074 billion due to initial production costs and increased R&D expenses [6] Group 3 - Tencent Holdings repurchased 927,000 shares at a price range of HKD 590.500 to HKD 598.500, totaling HKD 0.551 billion on August 28 [6] - Since August 18, Tencent has repurchased a total of 8.272 million shares for a cumulative amount of HKD 4.956 billion [6] - Year-to-date, Tencent has conducted 71 repurchase transactions, totaling 9.716 million shares and HKD 44.999 billion [6] Group 4 - Xiaomi launched its new operating system, MIUI 3, with plans to roll out updates to various models starting August 29 [7]