资金动向 | 北水抛售港股近12亿港元,加仓中芯国际、农业银行
Ge Long Hui·2025-12-24 11:49

Group 1 - Semiconductor company SMIC has implemented a price increase of approximately 10% on certain production capacities due to rising demand from mobile applications and AI, as well as increased raw material costs [4] - Agricultural Bank is expected to see a narrowing of net interest margin to around 4 basis points by 2026, marking the first annual decline in single digits since 2022, which may lead to improved revenue and net profit growth for listed banks [4] - Pharmaceutical company Stone Pharmaceutical has received approval from the National Medical Products Administration of China to conduct clinical trials for its drug Daratumumab injection [4] Group 2 - Tencent Holdings will hold a board meeting on March 18, 2026, to approve the annual performance for the year ending December 31, 2025, and consider the distribution of a final dividend, if any [5] Group 3 - Recent trading data shows net buying of SMIC at 490 million, Agricultural Bank at 174 million, and Stone Pharmaceutical at 100 million, while net selling of China Mobile reached 710 million, Tencent Holdings at 611 million, and Alibaba-W at 288 million [1][3]