资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。当港股通证券范 围发生变动导致样本不再满足互联互通资格时，指数将相应调整。 金融界8月5日消息，上证指数高开高走，中证港股通国有企业50指数 (港股通国企50，932324)报 1223.68点。 本文源自：金融界 数据统计显示，中证港股通国有企业50指数近一个月上涨2.72%，近三个月上涨15.08%，年至今上涨 19.67%。 作者：行情君 据了解，中证港股通国有企业50指数从港股通范围内选取50只规模较大的中央国有企业及地方国有企业 上市公司证券作为指数样本，以反映港股通范围内规模较大的国有企业上市公司证券的整体表现。该指 数以2016年12月30日为基日，以1000.0点为基点。 ...

Group 1: Top Net Buy/Sell Companies - The top net buy company is BYD Company Limited (1211.HK) with a net buy amount of 14.245 billion CNY, representing a significant increase of 122,586,413 shares[8] - The second highest net buy is the Tracker Fund of Hong Kong (2800.HK) with a net buy amount of 6.866 billion CNY, with 274,875,500 shares acquired[8] - The top net sell company is China Mobile Limited (0941.HK) with a net sell amount of -2.151 billion CNY, reflecting a decrease of 25,038,050 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The financial sector shows strong activity with major net buys from China Construction Bank (0939.HK) and China Life Insurance (2628.HK), totaling 3.020 billion CNY and 2.416 billion CNY respectively[8] - The consumer discretionary sector is also prominent, with significant net buys from BYD and Li Auto (2015.HK), amounting to 14.245 billion CNY and 2.137 billion CNY respectively[8] - In contrast, the telecommunications sector, led by China Mobile, shows a notable net sell, indicating a potential shift in investor sentiment[9] Group 3: Active Stocks - Meituan-W (3690.HK) is the most active stock in the Shanghai-Hong Kong Stock Connect with a total trading volume of 4.049 billion CNY and a net buy of 1.196 billion CNY[19] - Alibaba Group (9988.HK) follows closely with a trading volume of 3.790 billion CNY and a net buy of 0.654 billion CNY[19] - Xiaomi Corporation (1810.HK) also shows strong activity with a trading volume of 3.694 billion CNY and a net buy of 0.368 billion CNY[19]

Group 1: IPO Regulations and Market Dynamics - The Hong Kong Stock Exchange (HKEX) has implemented new IPO pricing regulations, requiring at least 40% of shares to be allocated to book-building investors, with a maximum public subscription clawback of 35% [1] - The new regulations aim to enhance pricing efficiency and attract international issuers and investors, reinforcing Hong Kong's status as a global financial center [1] - The new rules provide larger companies with more flexibility in public shareholding requirements, while smaller companies may face increased challenges due to higher free float requirements [1] Group 2: Fundraising Performance - In the first seven months of the year, the Hong Kong stock market has raised a total of HKD 128.6 billion through 51 IPOs, marking a year-on-year increase of over 600% [2] - More than 80% of new stocks had cornerstone investors, with total cornerstone investment amounting to HKD 51.8 billion, accounting for over 40% of the total fundraising [2] - Approximately 4 million participants engaged in IPO subscriptions, with 65% of new stocks experiencing price increases on their first trading day, and 9 stocks doubling in value this year [2] Group 3: Company Listings - Crystal Integrated (SH688249) is planning to issue H-shares and list on the Hong Kong Stock Exchange, aiming for revenue of HKD 5.07 billion to HKD 5.32 billion in the first half of 2025, representing a year-on-year growth of 15.29% to 20.97% [3] - The company anticipates a net profit of HKD 260 million to HKD 390 million for the same period, reflecting a significant year-on-year increase of 39.04% to 108.55% [3] - The listing is part of Crystal Integrated's strategy to expand internationally and broaden its financing channels amid a competitive semiconductor industry [3] Group 4: Stock Connect Updates - The Shenzhen Stock Exchange has announced the inclusion of Feng'an Technology (HK01304) and Lens Technology (HK06613) in the Stock Connect program, effective from August 4, 2025 [4] - This adjustment allows investors greater selection and is expected to enhance the visibility and capital attraction for the newly included companies [4] - The dynamic adjustment of the Stock Connect reflects market changes and investor demand [4]

该行预期政策利好将仍是股价主要催化剂，若中国政府推出提振香港经济增长的政策，相信将利好写字 楼租赁需求及房托板块情绪。另外，房托基金纳入"港股通"的任何进展亦可能成为催化剂。 智通财经APP获悉，星展发布研报称，泓富产业信托(00808)旗下物业组合出租率维持约94%，短期空置 风险有限。虽然续租租金跌幅预期较2024财年的6.4%扩大，但受惠于HIBOR下跌所带来的利息支出减 少，预期盈利表现将获支持。该行维持泓富产业信托的"买入"评级，目标价由1.58港元升至1.71港元， 预测2025年每基金单位分派(DPU)将增长约3%，全年分派收益率达约9%。 ...

成交活跃股方面，沪市港股通前十大成交活跃股中，英诺赛科成交额为33.33亿港元，成交金额居首； 其次是腾讯控股、阿里巴巴-W，成交金额分别为30.23亿港元、27.36亿港元。以净买卖金额统计，恒生 中国企业净买入额为17.20亿港元，净买入金额居首，该股收盘股价下跌0.95%。净卖出金额最多的是阿 里巴巴-W，净卖出4.16亿港元，收盘股价上涨1.04%。 8月1日恒生指数下跌1.07%，报收24507.81点，全天南向资金通过港股通渠道合计净买入122.07亿港 元。 | 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 02577 | 英诺赛科 | 港股通(沪) | 333267.10 | 32014.11 | 30.91 | | 00700 | 腾讯控股 | 港股通(沪) | 302266.23 | 10178.42 | -2.73 | | 09988 | 阿里巴巴-W | 港股通(沪) | 273590.21 | -41598.90 | 1.04 | | 01788 | ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 理想汽车-W(02015) | 24.04 亿元 | +2.87 亿元 | | 阿里巴巴-W(09988) | 21.48 亿元 | +1.81 亿元 | | 腾讯控股(00700) | 19.03 亿元 | -2.53 亿元 | | 信达生物(01801) | 18.63 亿元 | +3.64 亿元 | | 中芯国际(00981) | 17.74 亿元 | -4034.73 万元 | | 小米集团-W(01810) | 15.86 亿元 | +3.13 亿元 | | 石药集团(01093) | 13.20 亿元 | +3.43 亿元 | | 药明生物(02269) | 11.45 亿元 | +1.72 亿元 | | 美团-W(03690) | 9.35 亿元 | +1.72 亿元 | | 康方生物(09926) | 9.32 亿元 | +3084.87 万元 | 2025年7月30日当天，腾讯控股(00700)、理想汽车-W(02015)、中芯国际(00981)位居沪港通（南向）成 交额 ...

每经AI快讯，7月30日，恒生指数下跌1.36%。南向资金今日净买入117.14亿港元。 南向资金成交活跃个股榜单中，净买入个股共9只，金额最多的是理想汽车-W（2015.HK，收盘价： 104.5港元），净买入20.932亿港元；净卖出个股共3只，金额最多的是中芯国际（0981.HK，收盘价： 50.2港元），净卖出2.053亿港元。 （记者 张喜威） 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 | 代码 | 简称 | 收盘价 (港元) | 准庆明 (%) | 净买入金额 (亿港元) | | | --- | --- | --- | --- | --- | --- | | 2015.HK | 理想汽车-W | 104.5 | -12.84 | 20.93 | . | | 1093.HK | 石药集团 | 10.1 | 2.33 | 8.73 | . | | 3690.HK | 美团-W | 127.4 | -0.93 | 4.47 | . | | 9988.HK | 阿里巴巴-W | 117.1 | -2.98 | 3.57 | | | 0700.HK | 腾讯控股 ...

Group 1 - The core viewpoint of the report indicates that after a period of consolidation, the Hong Kong stock market is expected to reach new highs, supported by factors such as a potential resolution in the trade war, improvement in Sino-US relations, and a restart of the US interest rate cut cycle [2][4]. - The Hang Seng Index experienced a "V" shaped trading pattern, closing at 25,524 points, down 37 points or 0.15%, with a notable increase in trading volume, particularly in the Stock Connect segment [2][3]. - The report highlights that the Northbound capital flow remains strong, with a net inflow of HKD 12.7 billion, marking a 37.5% increase from the previous day, and a total net inflow exceeding HKD 45 billion over the last four trading days [3]. Group 2 - The report discusses the upcoming review of the Hang Seng Index, with significant increases in the average market capitalization thresholds for inclusion and exclusion, rising to HKD 7.33 billion and HKD 4.63 billion respectively, reflecting increases of 21.6% and 17.8% [6]. - It is anticipated that 20 non A+H stocks and 5 new A+H stocks will become new additions to the Stock Connect, with 22 non A+H stocks expected to qualify based on average market capitalization and turnover rates [6][8]. - The report identifies specific stocks that are particularly noteworthy for potential inclusion in the Stock Connect, including Nanshan Aluminum International (2610.HK) and KANAT Optics (2276.HK), among others [8].

南向资金今日成交概况 （原标题：南向资金今日净买入127.20亿港元） 7月29日南向资金全天成交额1554.92亿港元，成交净买入127.20亿港元。 证券时报•数据宝统计显示，7月29日恒生指数下跌0.15%，南向资金合计买入成交841.06亿港元，卖出 成交713.86亿港元，合计成交额1554.92亿港元。 具体看，港股通（沪）买入成交521.11亿港元，卖出成交462.33亿港元，合计成交额983.44亿港元，成 交净买入58.78亿港元；港股通（深）买入成交319.95亿港元，卖出成交251.53亿港元，合计成交571.48 亿港元，成交净买入68.42亿港元。（数据宝） | | 买入成交额 | 卖出成交额 | 成交净买入 | | --- | --- | --- | --- | | | （亿港元） | （亿港元） | （亿港元） | | 港股通（深） | 319.95 | 251.53 | 68.42 | | 港股通（沪） | 521.11 | 462.33 | 58.78 | | 合计 | 841.06 | 713.86 | 127.20 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资 ...

Group 1: Top Net Buy/Sell Companies - The top net buy company is China Life (2628.HK) with a net buy amount of 40.30 billion CNY, acquiring 177,142,212 shares[8] - The second highest net buy is China Construction Bank (0939.HK) with a net buy of 25.53 billion CNY, acquiring 307,628,796 shares[8] - The top net sell company is China Mobile (0941.HK) with a net sell amount of -29.03 billion CNY, selling 33,535,578 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The financial sector shows significant net buying activity, led by China Life and China Construction Bank, indicating strong investor confidence in financial stocks[8][9] - The technology sector, represented by Kuaishou (1024.HK) and SMIC (0981.HK), also sees substantial net buying, with Kuaishou netting 19.03 billion CNY[8] - Conversely, the telecommunications sector, particularly China Mobile, experienced notable net selling, reflecting potential investor concerns in this area[9] Group 3: Active Stocks - The most active stock in the Shanghai-Hong Kong Stock Connect is the盈富基金 (2800.HK) with a total trading volume of 49.37 billion CNY and a net buy of 49.02 billion CNY[18] - SMIC (0981.HK) is also among the top active stocks with a trading volume of 40.80 billion CNY but a net sell of -6.84 billion CNY, indicating volatility[18] - Tencent Holdings (0700.HK) shows significant trading activity with a total volume of 22.47 billion CNY and a net buy of 2.48 billion CNY, suggesting ongoing interest[18]