于2025年10月22日登陆港交所的广和通(00638)，以首日11.72%的跌幅，打破了港股新股连续16家录得上市首日收涨的"长红"记录，且其股价在短短不到两 个月的时间内，已经历了破发、护盘、补跌、拉涨、回落的多个波动周期。 不过，在股价起伏背后，一个关键信号不容忽视：南向资金对广和通的持股比例已一路快速上升至12月8日的8.3%，显示出做多力量的不断积蓄。当市场仍 在消化短期波动时，南向资金的稳步加仓已为后市埋下伏笔——广和通的港股故事，或许正迎来转折点。 暗盘收跌触发恐慌情绪蔓延 广和通上市首日的破发其实在暗盘阶段已有所警示。在10月21日的暗盘交易中，广和通股价呈现高开低走、小幅收跌的态势。其暗盘最高涨幅达16.3%，但 随后震荡回落，最终收于发行价下方，小幅下跌0.93%。 暗盘收跌并不是一个好信号，因为广和通采取了"机制B"的发行方式。自2025年8月4日港股IPO新规实施以来，"机制B"便已成为发行人的主流选择，例如在 10月份上市的25只新股中，有22只采用了"机制B"方案。而该方案的核心在于"固定比例、无回拨"，可减少散户手中获配股份的比例，从而减少抛压。 "机制B"的推出可以说是重塑了港 ...

以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 微创医疗科学有限公司是一家主要从事医疗器械的销售、生产、研究及开发（R&D）的投资控股公 司。该公司通过八个分部开展业务。心血管介入业务分部包括植入器械、通路器械等产品。骨科医疗器 械业务分部包括关节重建、脊柱等器械。心律管理（CRM）业务分部包括起搏器、除颤器等器械。大 动脉及外周血管介入业务分部包括"L-REBOA"主动脉阻断球囊等产品。神经介入业务分部包括脑动脉 粥样硬化狭窄、弹簧圈等产品。结构性心脏病业务分部包括经导管主动脉瓣植入术等产品。手术机器人 业务分部从事手术机器人器械的制造及研发。外科医疗器械业务分部从事外科医疗器械的制造及研发。 证券之星消息，12月9日南向资金增持31.0万股微创医疗（00853.HK）。近5个交易日中，获南向资金增 持的有5天，累计净增持531.82万股。近20个交易日中，获南向资金增持的有15天，累计净增持1417.28 万股。截至目前，南向资金持有微创医疗（00853.HK）9.07亿股，占公司已发行普通股的47.42%。 ...

平安健康医疗科技有限公司是一家通过移动平台和线下资源从事提供医疗及健康服务的公司。该公司通 过两个分部开展其业务。医疗服务分部主要从事在线咨询、转诊及预约挂号、住院安排、疾病诊疗及相 关药品、医疗器械销售。健康服务分部提供多种整合医疗健康机构服务的标准化健康服务包，以满足用 户健康相关需要，覆盖体检、养老、齿科、抗衰、泛健康等多品类及服务形态。 证券之星消息，12月9日南向资金增持8.18万股平安好医生（01833.HK）。近5个交易日中，获南向资金 增持的有4天，累计净增持176.7万股。近20个交易日中，获南向资金增持的有16天，累计净增持4076.81 万股。截至目前，南向资金持有平安好医生（01833.HK）4.98亿股，占公司已发行普通股的23.03%。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

粤海投资有限公司是一家主要从事供水和污水处理的投资控股公司。该公司通过七个分部运营其业务。 水资源分部从事供水、污水处理以及供水和污水处理基础设施建设。物业投资及发展分部从事物业的开 发和销售并为商业物业提供物业管理服务。百货营运分部分部营运百货店。发电分部经营营运燃煤发电 厂以及提供电力和蒸汽。酒店经营及管理分部分部从事酒店营运。道路及桥梁分部从事收费公路运营。 其他分部提供司库服务。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 | 交易日 | 持股总数(股) | 持股变动(股) | 变动幅度 | | --- | --- | --- | --- | | 2025-12-01 | 5.20亿 | 11.40万 | 0.02% | | 2025-11-28 | 5.20亿 | 23.20万 | 0.04% | | 2025-11-27 | 5.20亿 | -42.20万 | -0.08% | | 2025-11-26 | 5.20亿 | 146.60万 | 0.28% | | 2025-11-25 | 5.19亿 | 61.60万 ...

Core Viewpoint - Recent dovish signals from the Federal Reserve officials indicate that there is still room for further interest rate cuts in the short term due to a weakening labor market, which has significantly boosted market confidence and led to a rebound in the Hong Kong stock market [1] Economic Indicators - The U.S. unemployment rate rose to 4.4% in September, the highest level since October 2021 [1] - The probability of a 25 basis point rate cut by the Federal Reserve in December is currently close to 70%, up from 30% a week ago [1] Market Implications - Despite short-term disruptions in the Fed's rate cut schedule, the backdrop of potential rate cuts may lead to unexpected foreign capital inflows, coupled with sustained increases in southbound capital [1] - The Hong Kong stock market is expected to experience further liquidity easing, particularly benefiting sectors that are more sensitive to liquidity, such as technology and pharmaceuticals [1] Related ETFs - Hong Kong innovative drug industry: Hang Seng Pharmaceutical ETF (159892) [1] - Hong Kong market AI sector: Hang Seng Technology Index ETF (513180) [1]

Group 1 - The core point of the article is that southbound funds have increased their holdings in Yipai Sunshine (02522.HK), with a total net increase of 443.35 million shares over the last five trading days [1][2] - As of November 21, 2025, southbound funds hold 130 million shares of Yipai Sunshine, accounting for 44.32% of the company's total issued ordinary shares [1][2] - The increase in holdings has been observed on three out of the last five trading days, indicating a positive trend in investor sentiment towards the company [1][2] Group 2 - Yipai Sunshine Group Co., Ltd. is primarily engaged in specialized medical imaging services in China, providing imaging services and solutions [2] - The company operates three segments: imaging center services, imaging solutions, and Yipai cloud services, which support the development of imaging center services and data-driven operations [2]

Group 1 - Southbound funds increased their holdings in GF Securities (01776.HK) by 2,800 shares on November 19, 2025 [1] - Over the past 5 trading days, southbound funds have increased their holdings for 4 days, with a total net increase of 3.5166 million shares [1] - In the last 20 trading days, there were 13 days of net increases in holdings by southbound funds, totaling 15.1412 million shares [1] Group 2 - As of now, southbound funds hold 1.002 billion shares of GF Securities, accounting for 58.87% of the company's total issued ordinary shares [1] - The total number of shares held by southbound funds on November 19, 2025, was 1.002 billion, with a change of 0.00% [2] - The trading data shows fluctuations in shareholding, with a maximum increase of 1.413 million shares on November 13, 2025 [2]

Core Viewpoint - Southbound funds have increased their holdings in Yuehai Investment (00270.HK) by 1.138 million shares on November 11, 2025, indicating a positive trend in investor sentiment towards the company [1]. Group 1: Shareholding Changes - In the last 5 trading days, southbound funds have increased their holdings for 5 days, with a total net increase of 8.454 million shares [1]. - Over the past 20 trading days, there have been 18 days of net increases, totaling 40.0937 million shares [1]. - As of now, southbound funds hold 511 million shares of Yuehai Investment, accounting for 7.82% of the company's total issued ordinary shares [1]. Group 2: Company Overview - Yuehai Investment Co., Ltd. primarily engages in water supply and wastewater treatment as an investment holding company [2]. - The company operates through seven divisions, including water resources, property investment and development, department store operations, power generation, hotel management, and toll road operations [2].

Core Insights - Southbound funds increased their holdings in Sinopec Kantons Holdings Limited (00934.HK) by 376,000 shares on November 6, 2025, marking a net increase of 1,298,000 shares over the past five trading days [1] - Over the last 20 trading days, there have been 13 days of net increases in holdings, totaling 5,338,000 shares [1] - As of now, southbound funds hold 265 million shares of Sinopec Kantons, representing 10.65% of the company's total issued ordinary shares [1] Trading Data Summary - On November 6, 2025, total shares held were 265 million, with a change of 376,000 shares, reflecting a 0.14% increase [2] - On November 5, 2025, total shares held were 264 million, with a decrease of 1,280,000 shares, indicating a -0.48% change [2] - On November 4, 2025, total shares held were 266 million, with an increase of 630,000 shares, showing a 0.24% change [2] - On November 3, 2025, total shares held were 265 million, with an increase of 1,292,000 shares, reflecting a 0.49% change [2] - On October 31, 2025, total shares held were 264 million, with an increase of 280,000 shares, indicating a 0.11% change [2] Company Overview - Sinopec Kantons Holdings Limited primarily engages in oil and gas-related businesses through two segments: crude oil terminal and storage services, and ship leasing and transportation services [2] - The crude oil terminal and storage services segment focuses on providing crude oil transportation, unloading, storage, and other tanker terminal services [2] - The ship leasing and transportation services segment is mainly involved in providing ship leasing services for liquefied natural gas transportation [2]

Group 1 - Southbound funds increased their holdings in Uni-President China (00220.HK) by 1.102 million shares on October 27, 2025, marking a 0.31% change [1][2] - Over the past five trading days, southbound funds have cumulatively increased their holdings by 11.059 million shares [1] - In the last twenty trading days, the total net increase in holdings by southbound funds reached 47.7338 million shares [1] Group 2 - As of now, southbound funds hold a total of 352 million shares of Uni-President China, accounting for 8.14% of the company's issued ordinary shares [1] - The company operates primarily in the domestic market and is engaged in the production and sale of beverages and food products [2] - Uni-President China has four main business segments: food, beverages, other products, and an undistributed segment [2]