北水动向|北水成交净买入48.16亿 科网股再度分化 中芯国际(00981)绩后遭抛售
智通财经网·2026-02-11 10:05

Group 1 - The Hong Kong stock market saw a net inflow of 4.816 billion HKD from Northbound trading, with 2.824 billion HKD from Shanghai and 1.992 billion HKD from Shenzhen [1] - The most bought stocks included Tencent (00700), Zijin Mining International (02259), and Meituan-W (03690), while the most sold stocks were Alibaba-W (09988), SMIC (00981), and China Life (02628) [1] Group 2 - Xiaomi Group-W had a net inflow of 15.04 million HKD, while SMIC experienced a net outflow of 17.32 million HKD [2] - Tencent Holdings saw a net inflow of 15.88 million HKD, and Alibaba-W had a net outflow of 11.12 million HKD [2] Group 3 - China Life faced a net outflow of 3.17 million HKD, while Meituan-W had a net inflow of 4.35 million HKD [3] - The net inflow for Zijin Mining International was 3.25 million HKD, indicating positive market sentiment towards the company [4][5] Group 4 - Meituan announced plans to acquire Dingdong Group's "Dingdong Grocery" business for approximately 717 million USD, which is expected to enhance its market position in fresh food delivery [5] - Zijin Mining International's acquisition of joint gold assets is projected to increase its gold production at a compound annual growth rate of about 37% from 2025 to 2027 [5] Group 5 - China Life's net outflow is attributed to ongoing discussions about deposit migration, with expectations that a significant portion of deposits will remain in the banking system [6] - SMIC's revenue guidance for Q4 2025 is expected to exceed market expectations, while its gross margin guidance is slightly below market forecasts [6]

SMIC-北水动向|北水成交净买入48.16亿 科网股再度分化 中芯国际(00981)绩后遭抛售 - Reportify