韩伟严重违反党的政治纪律、组织纪律、廉洁纪律、工作纪律，构成严重职务违法并涉嫌受贿犯罪，且 在党的十八大后不收敛、不收手，性质严重，影响恶劣，应予严肃处理。依据《中国共产党纪律处分条 例》《中华人民共和国监察法》《中华人民共和国公职人员政务处分法》等有关规定，经中国移动通信 集团有限公司党组研究，决定给予韩伟开除党籍处分；由中央纪委国家监委驻中国移动纪检监察组给予 韩伟政务开除处分；收缴其违纪违法所得。吉林省松原市监察委员会将其涉嫌受贿犯罪问题移送检察机 关依法审查起诉，所涉财物随案移送。 经查，韩伟身为国有企业领导干部，理想信念丧失，纪律和规矩意识淡漠，违反政治纪律，对抗组织审 查；违反中央八项规定精神，频繁违规收受礼品礼金，多次违规接受宴请和旅游安排；违背组织原则， 违反干部选拔任用规定，多次在员工录用、岗位调整工作中违规为他人谋取利益；廉洁意识淡薄，在交 通、生活等方面谋取特殊待遇，违规公款报销个人费用，利用职权为特定关系人谋利；违反工作纪律， 插手干预采购活动。利用职务便利帮助他人承揽项目和业务，并非法收受巨额财物，涉嫌受贿犯罪。 中央纪委国家监委网站2月2日通报，据中央纪委国家监委驻中国移动纪检监察 ...

Market Overview - Southbound funds traded approximately HKD 138.285 billion today, a significant increase of about HKD 21.8 billion compared to the previous day, accounting for 39.75% of the total turnover of the Hang Seng Index, which has been below 40% for several consecutive days [2] - Despite the Hong Kong stock market accelerating downward, southbound funds saw a net inflow of approximately HKD 1.907 billion, with the Shanghai-Hong Kong Stock Connect recording a net inflow of about HKD 2.738 billion, while the Shenzhen-Hong Kong Stock Connect experienced a net outflow of approximately HKD 0.83 billion [2] Individual Stock Performance - Tencent Holdings (0700.HK) saw a significant net buy of HKD 1.304 billion, while its stock price fell by 1.24% [2][3] - Xiaomi Group-W (01810.HK) had a net buy of HKD 0.278 billion, with a stock price decline of 1.24% [2][3] - Huahong Semiconductor (01347.HK) experienced a net outflow of HKD 0.615 billion and a sharp decline of 11.24% [2][4] - Zijin Mining (02899.HK) had a net outflow of HKD 0.464 billion, with a stock price drop of 5.58% [2][4] - CSPC Pharmaceutical Group (01093.HK) saw a net outflow of HKD 0.393 billion and a decline of 4.69% [2][4] - Alibaba-W (09988.HK) experienced a net outflow of HKD 0.329 billion, with a stock price decrease of 3.49% [2][4] - SMIC (00981.HK) had a net outflow of HKD 0.162 billion, with a decline of 4.24% [2][4] Trading Activity - In the top ten active stocks on the Hong Kong Stock Connect (Shanghai), Alibaba-W had a net outflow of HKD 0.816 billion, while Tencent Holdings had a net inflow of HKD 0.880 billion [5] - On the Shenzhen Stock Connect, Alibaba-W recorded a net inflow of HKD 0.488 billion, while Huahong Semiconductor had a significant net outflow of HKD 0.554 billion [5]

蓝筹股方面，腾讯控股跌1.24%，收报598.5港元；香港交易所跌1.85%，收报424.2港元；中国移动 跌2.26%，收报78港元；汇丰控股跌1.39%，收报134.7港元。 香港本地股方面，长实集团跌2.71%，收报44.6港元；新鸿基地产跌4.3%，收报120.3港元；恒基地 产跌0.71%，收报30.9港元。 新华社香港2月2日电 香港恒生指数2日跌611.54点，跌幅2.23%，收报26775.57点。全日主板成交 3478.86亿港元。 国企指数跌236.9点，收报9080.19点，跌幅2.54%。恒生科技指数跌191.87点，收报5526.31点，跌 幅3.36%。 中资金融股方面，中国银行跌1.07%，收报4.62港元；建设银行跌1.01%，收报7.83港元；工商银行 跌1.23%，收报6.41港元；中国平安跌2.75%，收报70.7港元；中国人寿跌3.96%，收报33.5港元。 石油石化股方面，中国石油化工股份跌2.42%，收报5.25港元；中国石油股份跌3.56%，收报8.95港 元；中国海洋石油跌4.76%，收报23.22港元。 【纠错】 【责任编辑:邱丽芳】 ...

Summary of Key Points Core Viewpoint - The Hong Kong stock market experienced significant net inflows from northbound capital, with a total net buy of HKD 19.07 billion on February 2, 2023, indicating strong investor interest in certain stocks while others faced net sell-offs [1]. Group 1: Northbound Capital Activity - Northbound capital recorded a net buy of HKD 27.38 billion through the Shanghai Stock Connect and a net sell of HKD 8.3 billion through the Shenzhen Stock Connect [1]. - The most bought stocks included Tencent (00700), Xiaomi Group-W (01810), and China Life (02628) [1]. - The most sold stocks were Hua Hong Semiconductor (01347), Zijin Mining (02899), and CSPC Pharmaceutical Group (01093) [1]. Group 2: Individual Stock Performance - Alibaba-W (09988) had a net sell of HKD 3.28 billion, with plans to invest HKD 30 billion in a "Spring Festival Treat Plan" [6][7]. - Tencent (00700) saw a net buy of HKD 13.03 billion, boosted by the launch of its "Yuanbao" Spring Festival red envelope activity, which is expected to increase downloads and user engagement [4]. - China Life (02628) received a net buy of HKD 1.87 billion, supported by positive forecasts for its individual insurance sales [5]. - Hua Hong Semiconductor (01347) faced a net sell of HKD 6.15 billion, amid tightening order reviews from major chip manufacturers [6]. - Zijin Mining (02899) experienced a net sell of HKD 4.64 billion, as it announced plans to issue USD 1.5 billion zero-coupon convertible bonds for project financing [7].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300560 | 中富通 | 15.84 | 4.14% | 21.24万 | 3.40亿 | | 603559 | ST通脉 | 6.80 | 3.82% | 15.10万 | 1.03亿 | | 300442 | 润泽科技 | 84.66 | 3.46% | 91.08万 | 77.38亿 | | 300959 | 线上线下 | 93.01 | 3.22% | - 5.34万 | 5.00亿 | | 300310 | 官通世纪 | 6.61 | 0.92% | 35.71万 | 2.39亿 | | 603881 | 数据港 | 37.89 | 0.85% | 83.69万 | 31.96亿 | | 300050 | 世纪鼎利 | 5.76 | 0.70% | 26.93万 | 1.58亿 | | 300921 | 南凌科技 | 27.65 | 0.36% | 17.04万 | 4.73亿 | | 300211 | *ST亿通 | 8.44 | ...

Group 1 - The Invesco Great Wall CSI National New Hong Kong Stock Connect Central Enterprise Dividend ETF (520990) closed down 3.88% on February 2, with a trading volume of 284 million yuan [1] - As of January 30, the latest share count for the ETF was 5.733 billion shares, with a total size of 6.060 billion yuan, reflecting a 0.92% increase in shares and a 6.67% increase in size year-to-date [1] - The ETF's average daily trading amount over the past 20 trading days was 248 million yuan, with a total trading amount of 5.165 billion yuan in 21 trading days this year [1] Group 2 - The current fund managers for the ETF are Gong Lili and Wang Yang, with returns of 25.65% and 11.16% respectively during their management periods [2] - The ETF's top holdings include China National Offshore Oil Corporation, China Shenhua Energy, China Petroleum & Chemical Corporation, and China Mobile, with respective holding percentages of 10.04%, 9.99%, 9.82%, and 9.65% [2][3] - The total market value of the top holdings includes 5.71 billion yuan for China National Offshore Oil Corporation and 5.68 billion yuan for China Shenhua Energy [3]

沃什获美联储主席提名引爆鹰派预期，全球资产遭遇剧烈波动。港股三大指数全天下行，恒指失守两万 七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报26775.57点，全日成 交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌3.36%，报5526.31点。 华泰证券表示，当前市场回调更多是上涨过快的背景下，偏鹰派美联储主席提名导致的技术性回撤。该 行认为，经历了如此调整后，当前的核心问题是波动的持续性和会不会终结市场表现。当前情绪已在乐 观区间，且拥挤度尚未明显回落，波动短期或持续，但更多是回撤而不是反转。一季度市场空间的三个 驱动因素——流动性改善、资金面共振与盈利预期上修仍然成立。 蓝筹股表现 金沙中国(01928)逆市上扬。截至收盘，涨4.05%，报17.72港元，成交额7.76亿港元，贡献恒指2.66点。 澳门博彩监察协调局公布数据显示，1月博彩毛收入226.33亿澳门元，同比增长24%，较前一个月升 8.4%。摩根士丹利研报指出，澳门今年一月博彩总收入优于市场预期。又因农历新年8日假期全落在二 月，预计该月应能获得额外增长动力，估计 ...

智通财经APP获悉，沃什获美联储主席提名引爆鹰派预期，全球资产遭遇剧烈波动。港股三大指数全天 下行，恒指失守两万七大关，恒科指数午后一度跌超4%。截至收盘，恒生指数跌2.23%或611.54点，报 26775.57点，全日成交额为3478.86亿港元；恒生国企指数跌2.54%，报9080.19点；恒生科技指数跌 3.36%，报5526.31点。 华泰证券表示，当前市场回调更多是上涨过快的背景下，偏鹰派美联储主席提名导致的技术性回撤。该 行认为，经历了如此调整后，当前的核心问题是波动的持续性和会不会终结市场表现。当前情绪已在乐 观区间，且拥挤度尚未明显回落，波动短期或持续，但更多是回撤而不是反转。一季度市场空间的三个 驱动因素——流动性改善、资金面共振与盈利预期上修仍然成立。 蓝筹股表现 金沙中国(01928)逆市上扬。截至收盘，涨4.05%，报17.72港元，成交额7.76亿港元，贡献恒指2.66点。 澳门博彩监察协调局公布数据显示，1月博彩毛收入226.33亿澳门元，同比增长24%，较前一个月升 8.4%。摩根士丹利研报指出，澳门今年一月博彩总收入优于市场预期。又因农历新年8日假期全落在二 月，预计该月应能 ...

Core Viewpoint - The adjustment of the value-added tax rate from 6% to 9% for telecom services by major Chinese telecom operators will impact their revenue and profits, as announced by China Mobile, China Telecom, and China Unicom [1] Group 1: Tax Rate Adjustment - The tax rate for telecom services will increase from 6% to 9% starting January 1, 2026, as per the announcement from the Ministry of Finance and the State Taxation Administration [1] - The adjustment categorizes mobile data services, SMS, MMS, and internet broadband access from value-added telecom services to basic telecom services [1] Group 2: Financial Performance - For the first three quarters of 2025, China Mobile, China Telecom, and China Unicom reported revenues of 794.7 billion, 394.3 billion, and 293 billion respectively, with a decline in growth rates [1] - China Mobile's average revenue per user (ARPU) decreased to 48 yuan from 49.5 yuan year-on-year, while China Telecom's ARPU for 2024 was reported at 45.6 yuan [1] Group 3: Market Dynamics - Despite the tax increase, experts suggest that significant price hikes for consumers are unlikely due to the competitive market environment [2] - The shift from value-added to basic telecom services indicates a trend towards more inclusive pricing for mobile data and related services [2] Group 4: Emerging Business Growth - Telecom operators are accelerating their transition from traditional services to emerging businesses such as AI, computing power, and cloud computing [2] - Revenue from emerging businesses reached 168.1 billion, growing by 28.8% year-on-year, with cloud computing and big data showing remarkable growth rates of 94.8% and 33.3% respectively [2]

2月2日，香港恒生指数收跌2.23%，恒生科技指数跌3.36%。现货黄金、白银日内大跌，贵金属板块遭 重挫，山东黄金、赤峰黄金跌超12%，灵宝黄金跌超8%，中国白银集团跌超8%。 三大电信运营商集体走弱，中国联通跌超6%，中国电信跌超5%，中国移动跌超2%；消息面上，电信服 务增值税税目适用范围调整，税率由6%调整为9%，将对三家公司收入及利润产生影响。 芯片股持续走低，华虹半导体跌超11%，兆易创新跌超9%，中芯国际跌超4%。汽车股下挫，比亚迪跌 近7%，小鹏汽车跌超6%。 ...