| 港股通(沪)活跃成交股 | | --- | | 小米集团-W HK 01810 | 5.72亿 | 6.04亿 | 11.76亿 -3151.82万 | | --- | --- | --- | --- | | 中国平安 | 8.47亿 | 3.23亿 | 11.70亿 | | HK 02318 | | | +5.24亿 | | 香港交易所 | 6.17亿 | 3.62亿 | 9.78亿 | | HK 00388 圖片立語· 知道 叶 久 | | | +2.55 乙 | 港股通(深)活跃成交股 7月11日港股市场，北水成交净买入17.44亿港元，其中港股通(沪)成交净卖出21.97亿港元，港股通(深) 成交净买入39.41亿港元。 北水净买入最多的个股是美团-W(03690)、中国平安(02318)、港交所(00388)。北水净卖出最多的个股是 小米集团-W(01810)、阿里巴巴-W(09988)、腾讯(00700)。 | 股票名称 | 买入额 | 卖出额 | 买卖总额 | | --- | --- | --- | --- | | | | | 净流入 | | 中州证券 HK 01375 | 44.02亿 | ...

智通财经7月11日电，截至发稿，南向资金净买入超10亿港元。 ...

今日盘中，港股建材、港股钢铁、港股银行、港股非银等板块涨幅居前，带动成分股含有较多此细分行 业的港股央企红利ETF（513910）上涨超1.2%。 目前港股央企红利ETF所跟踪指数的股息率与10年期国债收益率之差仍在4.5%的较高水平，即便短期资 金有"落袋为安"的动作，但从长期看，低估值、高确定性的资产依然会吸引资金持续流入，行情延续的 核心逻辑未被显著破坏。 7月7日-7月9日，南向资金净流入港股市场近200亿人民币，随着南向资金持续流入，港股流动性改善， 作为南向资金核心增配方向的港股银行、能源板块，成为港股估值修复预期升温的最大推手。 自4月经历关税政策反复的扰动后，南向资金的交易风格有明显变化，从一季度以进攻为主的恒生科技 切换到防守为主的红利资产。在市场风险偏好降低与无风险利率下行的双重驱动下，南向资金更青睐增 配高确定性的红利资产。 政策层面，年初推出的《关于推动中长期资金入市工作的实施方案》明确要求扩大权益类基金规模占 比，并着力引导中长期资金加速进入资本市场。从资产配置角度看，这类资金基于负债端的久期匹配特 性，更倾向于配置具有稳定分红特征的低波动资产。在此背景下，港股央企红利资产兼具"央企 ...

Group 1 - The Hong Kong IPO market has seen significant activity in June, with 15 new listings raising a net amount of HKD 26.559 billion, and over 200 companies queued for IPOs [1] - In the first half of the year, the Hong Kong IPO market raised over HKD 107 billion, ranking first globally, with a 22% increase compared to the total amount raised in the previous year [2] - Major IPOs, such as CATL's listing, which raised approximately HKD 35.5 billion, have driven the market's resurgence [2] Group 2 - The influx of mainland companies seeking secondary listings in Hong Kong has contributed to the market's growth, driven by the need for international expansion and capital [3] - Hong Kong's capital market has implemented various measures to facilitate listings, including simplified processes for A-share companies [4] - The Hang Seng Index has risen by 20% in the first half of the year, indicating strong market performance, with significant inflows of southbound capital totaling over HKD 730 billion [5] Group 3 - The market outlook for the second half of the year remains positive, with around 200 IPO applications received, reflecting increased interest from both local and international companies [6] - Anticipated policy adjustments, such as changes to H-share public holding requirements and flexible pricing mechanisms, could further enhance the attractiveness of the Hong Kong market for new listings [6]

| | | 持股量 | 占已发行 | 收盘价 | 日涨跌幅 | | | --- | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | | 股份比例 | | | 行业 | | | | （万股） | | （港元） | （%） | | | | | | （%） | | | | | 00728 | 中国电信 | 1033072.17 | 74.43 | 5.500 | 0.00 | 电讯业 | | 01330 | 绿色动力环保 | 28278.70 | 69.92 | 5.020 | 2.03 | 工业 | | 01088 | 中国神华 | 227550.50 | 67.37 | 30.700 | -0.49 | 能源业 | | 03347 | 泰格医药 | 8231.28 | 66.84 | 46.650 | 6.75 | 医疗保健业 | | 01057 | 浙江世宝 | 14120.87 | 65.13 | 5.530 | 1.47 | 非必需性消费 | | 00956 | 新天绿色能源 | 118008.78 | 64.16 | 4.070 | -0.25 | 公用事 ...

Group 1 - The core event was the simultaneous listing of five mainland companies and one ETF on the Hong Kong Stock Exchange, marking a significant moment for the market [1][2] - The IPO market in Hong Kong has shown resilience and vitality, with over 200 companies currently in the IPO queue, indicating a potential for more simultaneous listings in the future [1][3] - In the first half of the year, Hong Kong completed 42 IPOs, raising over HKD 107 billion, a 22% increase compared to the entire year of 2024, making it the leading global market for IPOs [3][4] Group 2 - The active performance of the IPO market is attributed to ongoing reforms by regulatory bodies and improved valuations and liquidity in the Hong Kong market [4] - Deloitte forecasts that by 2025, there will be 80 new listings in Hong Kong, raising HKD 200 billion, significantly higher than previous estimates [4] - Southbound capital has been a positive factor for liquidity in the Hong Kong market, with net inflows reaching HKD 211.26 billion in just five trading days in July [4][5] Group 3 - The secondary market's activity is a key driver for attracting companies to list in Hong Kong, although there has been a recent slowdown in the upward momentum of major indices [6] - Analysts suggest focusing on technology, consumer, and high-dividend opportunities in the Hong Kong market, with a particular emphasis on the pharmaceutical and discretionary consumption sectors [6]

智通财经7月9日讯（编辑 冯轶）据Wind数据显示，南向资金今日成交约1326亿港元，交投量连续两日放大，约为今日恒指成交总额的56.72%，份额占比也 升至短线高位。 恒指今日再度回调，但资金有逆势加仓迹象。全天南向资金净流入约92.56亿港元，其中沪港股通净流入约65.85亿港元，深港股通净流入约26.72亿港元。 个股方面，交易所数据显示，7月9日南向资金 大幅净买入：建设银行(00939.HK)11亿港元；阿里巴巴-W(9988.HK)10.14亿港元；美团-W(03690.HK)8.33亿港元；小米集团-W(01810.HK)4.22亿 港元；巨星传奇(06683.HK)3.89亿港元；中国生物制药(01177.HK)3.09亿港元。 巨星传奇今日涨94.38%，短线资金加速流入，前5日加仓398万股。 投资要点 建设银行今日跌0.24%，短线资金流入趋缓，前5日加仓1.62亿股。 阿里巴巴-W今日跌3.83%，短线资金仍以流出为主，前5日减持6555万股。 美团-W今日跌2.46%，短线资金流入趋缓，前5日加仓1222万股。 小米集团-W今日跌2.13%，短线资金继续流出，前5日减持2166万股。 ...

Core Viewpoint - Hong Kong's IPO market has rebounded significantly, reclaiming its position as the world's top fundraising hub in the first half of 2025, driven by strong policy support and a surge in high-quality listings [3][5][9]. Group 1: IPO Market Recovery - In the first half of 2025, Hong Kong's IPO count reached 43, with a fundraising amount exceeding 1,067.1 billion HKD, marking a 708.4% increase year-on-year [5][9]. - Notable IPOs include CATL, which raised 353 billion HKD, making it the largest IPO globally for the year [5][10]. - The resurgence of the IPO market is attributed to strong policy backing from the Chinese government, including measures to support leading companies from the mainland to list in Hong Kong [5][15][16]. Group 2: Market Dynamics - The Hang Seng Index saw a 20% increase in the first half of 2025, ranking third among major global markets, indicating a healthy cycle between primary and secondary markets [5][9]. - Southbound capital has become a significant driver of the Hong Kong market, accounting for 20% of total trading volume, enhancing its influence [7][22]. - The influx of international long-term capital is evident, with notable participation from sovereign wealth funds and institutional investors in major IPOs [13][21]. Group 3: Future Outlook - There are currently 190 companies in the pipeline for IPOs, reflecting the market's attractiveness and potential for continued growth [5][9]. - Analysts predict that the IPO boom will persist into the second half of 2025, supported by ongoing capital inflows and favorable market conditions [21][22]. - The Hong Kong Stock Exchange is actively reforming its systems to attract more high-quality listings and enhance investor experience [8][19][36]. Group 4: Investment Trends - The demand for new economy companies, particularly in sectors like technology and healthcare, is driving the current IPO frenzy [19][27]. - The market is witnessing a shift in investor preferences towards companies with clear profitability paths and innovative capabilities [26][27]. - The strong performance of new consumer brands and innovative pharmaceutical companies is attracting significant attention from both domestic and international investors [28][29].

TENX NE IN10 @ JIN10.COM COM 金十数据 | 一个交易工具 上教馆 金十图示：2025年07月09日（周三）沪深港通南向资金流向 ...

截至目前，南向资金净买入额超50亿港元。 ...