证券之星消息，截至2025年6月9日收盘，茂化实华(000637)报收于3.92元，下跌0.25%，换手率2.57%， 成交量9.46万手，成交额3704.89万元。 6月9日的资金流向数据方面，主力资金净流出804.16万元，占总成交额21.71%，游资资金净流出163.11 万元，占总成交额4.4%，散户资金净流入967.27万元，占总成交额26.11%。 近5日资金流向一览见下表： | | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净点比 散户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-06-09 | 3.92 -0.25% | | -804.16万 | -21.71% | -163.11万 | -4.40% | 967.27万 | - 26.11% | | 2025-06-06 | 3.93 | 1.29% | -149.25万 | -3.45% | 39.46万 | 0.91% | 109.79万 | 2.54% | | 2025-06-05 | | 3.88 ...

Group 1 - Southbound funds net bought HKD 717 million in Hong Kong stocks on June 9, with notable net purchases in companies like Innovent Biologics (HKD 1.125 billion), Meituan (HKD 1.046 billion), and Li Auto (HKD 452 million) [1] - Tencent Holdings saw a significant net sell-off of HKD 2.141 billion, marking a continuous seven-day net sell totaling HKD 8.05292 billion [1] - Meituan has experienced a continuous net buy for 16 days, accumulating a total of HKD 17.52673 billion [1] Group 2 - Innovent Biologics' stock rose by 8% to HKD 79 per share, driven by positive clinical data presented at the ASCO annual meeting [5] - Goldman Sachs upgraded Innovent Biologics' risk-adjusted sales forecast for IBI363 from USD 1.4 billion to USD 3.2 billion, anticipating its market launch in 2028 [5] - Tencent Holdings' stock slightly increased by 0.58% to HKD 518 per share, with the company repurchasing 968,000 shares at prices ranging from HKD 513 to HKD 520.5 [5] Group 3 - Xiaomi Group's stock rose by 1.98% to HKD 54.15 per share, with over 250,000 units of the Xiaomi SU7 delivered [5]

Group 1 - The core viewpoint of the articles highlights the transformation of the 618 shopping festival, where instant retail has become a strategic necessity for major platforms like Meituan, JD.com, and Taobao, indicating a shift from bulk purchasing to immediate satisfaction among consumers [1][2] - Instant retail is evolving into a new competitive dimension, extending beyond food delivery to include supermarkets, electronics, and beauty products, with predictions that the market size will exceed 2 trillion yuan by 2025, with non-food categories accounting for over 60% [2][3] - The role of third-party delivery services, exemplified by SF Same City, is becoming crucial as they provide comprehensive support for brands and platforms, enhancing delivery efficiency and meeting the growing demand for instant retail [1][4] Group 2 - SF Same City has established itself as a preferred partner for leading brands, with over 7,500 new key account collaborations planned for 2024, providing one-stop delivery solutions across various platforms [3][4] - The company’s neutral positioning allows it to serve as a flexible delivery partner for both platforms with and without their own logistics, supporting diverse scenarios such as live streaming and private domain e-commerce [4][5] - SF Same City is leveraging big data and AI scheduling to create tailored delivery solutions, enhancing operational efficiency and responsiveness during peak periods, with a significant increase in the deployment of unmanned delivery vehicles [5][6]

6月9日，随着布鲁可、古茗和蜜雪集团被调入港股通标的生效，三只新消费个股均大涨，其中布鲁可上 涨达22.34%，总市值超过480亿港元，今年上市以来上涨76.37%。古茗和蜜雪集团均上涨超过4%，总市 值分别超650亿和超2000亿港元，上市以来上涨达176.5%和115.84%。 这一调整意味着内地投资者可以直接通过港股通机制投资这些新消费龙头，无需绕道香港市场，为这些 公司带来了增量资金的注入。 Wind数据显示，被调入港股通名单时间，布鲁可用了99个交易日，古茗用了79个交易日，而蜜雪集团 仅用了66个交易日。 深交所发布关于深港通下港股通标的调整的通知。因恒生综合中型股指数实施成份股调整，根据《深圳 证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整，调入布鲁可(00325)、 古茗(01364)、蜜雪集团(02097)，自2025年06月09日起生效。 | 代码 | 简称 | 调整方向 | | --- | --- | --- | | 00325 | 布鲁可 | 调入 | | 01364 | 古落 | 调入 | | 02097 | 蜜雪集团 | 调入 | ● 估值偏高 蜜雪集团的动态 ...

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Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound capital, with a total net buy of 717 million HKD on June 9, 2023, indicating strong investor interest in certain stocks, particularly in the innovative pharmaceutical sector and local businesses like Meituan [1][2]. Group 1: Northbound Capital Inflows and Outflows - Northbound capital had a net buy of 12.47 billion HKD through the Shenzhen Stock Connect and a net sell of 5.3 billion HKD through the Shanghai Stock Connect [1]. - The stocks with the highest net inflows included Xinda Bio (01801), Meituan-W (03690), and Li Auto-W (02015) [1]. - The stocks with the highest net outflows were Tencent (00700), Xiaomi Group-W (01810), and Alibaba-W (09988) [1]. Group 2: Active Stocks and Their Performance - Meituan-W (03690) saw a net buy of 10.46 billion HKD, supported by strong fundamentals and a solid merchant base [5]. - Xinda Bio (01801) received a net buy of 7.73 billion HKD, benefiting from favorable developments in the pharmaceutical sector [4]. - Alibaba-W (09988) and Tencent (00700) faced significant net sells of 9.39 billion HKD and 21.41 billion HKD, respectively, due to concerns over capital expenditures and cloud revenue growth [6]. Group 3: Sector Trends and Insights - The innovative pharmaceutical sector is gaining traction, with Xinda Bio, Shiyao Group, and Sanofi Pharmaceutical receiving substantial net buys, reflecting a positive outlook for domestic innovative drugs [4]. - The automotive sector showed mixed results, with Li Auto-W (02015) gaining 4.52 billion HKD while Xiaomi Group-W (01810) faced a net sell of 14.52 billion HKD, indicating ongoing challenges in the industry [5]. - The banking sector, represented by China Bank (03988), attracted a net buy of 326.7 million HKD, driven by stable fundamentals and dividend attractiveness [6].

格隆汇6月9日丨四环医药(00460.HK)宣布，集团旗下非全资附属公司轩竹生物自主研发的1类创新药吡 洛西利片(商品名：轩悦宁®)新增适应症的新药上市申请("NDA")获得中国国家药品监督管理局 ("NMPA")受理，具体适应症为：与芳香化酶抑制剂联用作为激素受体阳性(HR+)、人表皮生长因数受体 2阴性(HER2-)("HR+/HER2-")晚期乳腺癌患者的初始内分泌治疗，以及经他莫昔芬或托瑞米芬辅助治疗 后进展患者的后续治疗。是该产品申报NDA的第3项适应症。 吡洛西利是轩竹生物自主研发的一款CDK4/6(细胞周期依赖性激酶4和6)抑制剂，凭藉其独特的 CDK2/4/6/9多靶点协同作用机制，在强效抑制肿瘤细胞增殖的同时，显着降低传统CDK4/6抑制剂常见 的3/4级中性粒细胞减少等血液学毒性，提升患者治疗耐受性。此前已获批联合氟维司群二线内分泌治 疗及单药后线治疗两大适应症，未来该产品将覆盖HR+/HER2-晚期乳腺癌患者的一线、二线、后线治 疗的全部人群，将进一步完善乳腺癌全程管理布局，为国内患者提供更精准的治疗选择。 吡洛西利此次新适应症NDA获受理，不仅是本集团创新研发实力的有力证明，也意味着我 ...

日前，玄武云(2392.HK)旗下的智慧U客产品荣获广东软件风云榜"行业应用解决方案TOP 15"奖项，这 彰显了玄武云CRM在耐消行业的数智化应用实力。 AI大模型、数据智能、行业解决方案、信创适配及专利布局等多个维度，始终贯彻落实"业务+技术"双 轮发展战略。 去年，玄武云凭借DI数据智能技术及行业应用入选"广州市首批数据要素企业"名单，其DI平台已构建 680万+零售终端知识图谱，推荐准确率超85%，数据类产品应用已落地多家企业客户，助力企业挖掘数 据资产价值。同期还入围了广州"最具市场价值AI企业"及"应用场景创新榜""广州企业创新TOP100榜"， 获"科技创新服务商"奖，这都体现了玄武云AI技术的商业化能力。 玄武云本次获评"行业应用解决方案TOP 15"的"智慧U客(LTC+ITR+PRM+AI)"是玄武云为耐消行业打造 的智慧CRM系统。平台基于华为销售管理领域LTC(Leads to Cash)的管理理念，聚焦于打通销售服务业 务端到端流程，实现以客户为中心的企业价值链再造。通过LTC+ITR构建企业销售服务一体化业务闭环 能力，结合PRM打造高效伙伴协同能力，赋能业绩规模化增长。另外，解决 ...

南向资金今日净买入7.17亿元。港股通（沪）方面，美团-W、信达生物分别获净买入6.2亿港元、3.0亿 港元；阿里巴巴-W净卖出额居首，金额为9.16亿港元；港股通（深）方面，信达生物、理想汽车-W分 别获净买入8.25亿港元、4.52亿港元；腾讯控股净卖出额居首，金额为13.26亿港元。 ...

截至6月9日收盘，亿达中国（03639.HK）报0.062港元，较上个交易日下跌6.06%，当日盘中最低价触 及0.060港元，创近一年新低。 资金流向方面，当日主力流入0.756万港元，流出5.221万港元，净流出4.46万港元。 亿达中国控股有限公司(股票代码:3639.HK)于2014年6月27日在香港联交所主板上市,是集园区开发、园 区运营、工程建设等业务于一体的综合性集团化企业。作为中国领先的商务园区运营商,秉承"以产促 城、产城融合、协调发展、共创价值"的运营理念,自1998年开始,亿达中国重点布局京津冀、长三角、大 湾区、中西部及其他经济活跃区,已在全国二十余个城市先后开发和运营了大连软件园、武汉软件新 城、郑州亿达科技新城、长沙亿达中建智慧科技中心、重庆亿达创智广场、成都亿达天府智慧科技城、 合肥亿达智慧科技城、沈阳中德亿达智慧科技城、北京中关村壹号等50余个产业园项目,凝聚了包括近 百家世界五百强企业、百余家行业百强企业在内的两千五百余家企业客户和合作伙伴,积累了丰富的产 业园区开发建设和运营管理的经验,形成了独特的商业模式和产业优势。聚集智慧产业,打造智慧新城。 亿达中国致力于在更多的城市 ...