港股市场持续强势，上周，恒生指数创4年来新高，港股主题基金表现突出，年内单位净值涨 幅最高超172%。 多位业内人士表示，市场或呈现明显的牛市特点。无论是内地机构投资者通过港股通南下， 还是海外美元基金回流中国，资金流入港股市场的趋势或已经形成且在持续；看好互联网、 新能源车、AI、创新行业等方向。 【导读】 恒指创四年来新高，港股主题基金年内最高涨超172% 中国基金报记者 曹雯璟 多因素助力港股"大反攻" 上周，港股市场在多方利好因素共同推动下，持续放量上攻。在全球各路资金追捧下，恒指 年内涨超31%，领涨全球主要股指。 与此同时，港股主题基金表现突出。从主动权益类基金来看，张韡管理的汇添富香港优势精 选A以172.12%的年内涨幅领跑，郑宁管理的中银港股通医药A同期单位净值增长率接近 130%，南方港股医药行业A、广发沪港深医药A、前海开源沪港深乐享生活、前海开源沪港 深核心资源A、宝盈医疗健康沪港深A等基金年内单位净值涨幅在70%~95%之间。 被动指数基金方面，广发中证香港创新药ETF今年以来单位净值涨幅达112.04%，万家中证 港股通创新药ETF、汇添富国证港股通创新药ETF、景顺长城中证港股通 ...

Core Viewpoint - Guoyan Platinum Industry's stock price has shown significant growth this year, with a 30.76% increase, indicating strong market performance and investor interest [1][2]. Company Overview - Guoyan Platinum Industry, established on September 25, 2000, and listed on May 16, 2003, is located in Kunming, Yunnan Province. The company specializes in the research, development, and production of precious metals and materials [1]. - The company's revenue composition includes: 36.21% from precious metal recycling products, 35.17% from precious metal supply services, 16.05% from special functional materials, 8.65% from precursor materials, 3.01% from automotive catalytic purifiers, 0.59% from information functional materials, 0.21% from industrial catalysts, and 0.10% from other sources [1]. Financial Performance - For the first half of 2025, Guoyan Platinum Industry reported a revenue of 29.554 billion yuan, representing a year-on-year growth of 20.91%. The net profit attributable to shareholders was 325 million yuan, reflecting a 2.30% increase compared to the previous year [2]. - The company has distributed a total of 1.072 billion yuan in dividends since its A-share listing, with 453 million yuan distributed over the last three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 53,100, up by 6.26%. The average number of circulating shares per shareholder decreased by 5.89% to 14,205 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 7.7584 million shares, a decrease of 1.903 million shares from the previous period. Meanwhile, Southern CSI 1000 ETF increased its holdings by 1.4948 million shares to 4.9141 million shares [3].

Company Overview - The company, Qingdao Teriade Electric Co., Ltd., is located in Laoshan District, Qingdao, Shandong Province, and was established on March 16, 2004. It was listed on October 30, 2009. The main business involves outdoor box-type power equipment and indoor switchgear, focusing on the research, design, production, and manufacturing of power distribution products rated at 220kV and below [1]. Financial Performance - As of June 30, 2025, the company achieved operating revenue of 6.256 billion yuan, a year-on-year decrease of 1.21%. However, the net profit attributable to shareholders increased by 69.32% to 327 million yuan [2]. - The company has distributed a total of 684 million yuan in dividends since its A-share listing, with 314 million yuan distributed over the past three years [3]. Stock Performance - On September 12, the company's stock price decreased by 2.00%, trading at 24.99 yuan per share, with a total market capitalization of 26.378 billion yuan. The stock has increased by 14.63% year-to-date, with a 1.15% decline over the last five trading days [1]. - The stock's trading volume on September 12 was 525 million yuan, with a turnover rate of 2.02%. The net outflow of main funds was 54.6019 million yuan, with significant buying and selling activity [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders decreased by 9.45% to 46,900, with an average of 21,882 circulating shares per person, an increase of 10.35% [2]. - The second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 29.4614 million shares, an increase of 7.3175 million shares compared to the previous period [3].

Group 1: Market Overview - The Hang Seng Index closed down 113 points or 0.43%, ending at 26,086, after fluctuating throughout the day with a low of 25,878 and a high of 26,241 [3] - The total market turnover increased by 12.8% to 32.52 billion HKD, with a net inflow of 18.99 billion HKD from northbound trading [3] - Among 88 blue-chip stocks, 39 rose while 38 fell, indicating mixed performance in the market [4] Group 2: Company News - Alibaba (09988) plans to issue approximately 3.2 billion USD in zero-coupon convertible bonds, closing up 0.4% at 143.3 HKD [4] - Future Machine Limited (01401) announced a rights issue of 2 for 1, aiming to raise up to 140 million HKD, with a subscription price significantly lower than the previous closing price [11] - Nissin Foods (01475) successfully acquired land use rights for two plots in Zhuhai, Guangdong, for 30.68 million RMB to build new production facilities [12] Group 3: Industry Dynamics - The Cambodian bank, Acleda Bank, has received approval to establish a representative office in Hong Kong, marking a significant step in enhancing economic cooperation between Hong Kong and Cambodia [7] - The retail sales of passenger cars in mainland China fell by 10% year-on-year, with a total of 304,000 vehicles sold in the first week of the month [10] - Ningde Times (03750) is implementing cost-reduction plans across the entire lithium mining process to maintain competitiveness amid expected oversupply of lithium carbonate [13]

Company Overview - Tianqi Lithium Industries, Inc. is located in Chengdu, Sichuan Province, and was established on October 16, 1995. The company was listed on August 31, 2010. Its main business involves the production and sales of lithium concentrate products and lithium compounds and their derivatives [1][2]. Financial Performance - For the first half of 2025, Tianqi Lithium achieved operating revenue of 4.833 billion yuan, a year-on-year decrease of 24.71%. However, the net profit attributable to shareholders increased by 101.62% to 84.41 million yuan [2]. - Since its A-share listing, Tianqi Lithium has distributed a total of 7.868 billion yuan in dividends, with 7.137 billion yuan distributed over the past three years [3]. Stock Performance - As of September 12, Tianqi Lithium's stock price increased by 2.03%, reaching 44.82 yuan per share, with a trading volume of 1.734 billion yuan and a turnover rate of 2.68%. The total market capitalization is 73.56 billion yuan [1]. - Year-to-date, Tianqi Lithium's stock price has risen by 35.82%, with a recent decline of 3.30% over the last five trading days, a 2.40% increase over the last 20 days, and a 52.81% increase over the last 60 days [1]. Shareholder Information - As of June 30, 2025, Tianqi Lithium had 270,800 shareholders, a decrease of 6.08% from the previous period. The average number of circulating shares per shareholder increased by 6.45% to 5,451 shares [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 64.82 million shares, an increase of 8.70 million shares from the previous period [3].

9月12日，尚纬股份盘中下跌2.10%，截至11:07，报8.87元/股，成交1.20亿元，换手率2.16%，总市值 55.13亿元。 截至6月30日，尚纬股份股东户数3.86万，较上期增加27.37%；人均流通股16105股，较上期减少 21.49%。2025年1月-6月，尚纬股份实现营业收入5.49亿元，同比减少24.79%；归母净利润-3162.40万 元，同比减少1131.88%。 分红方面，尚纬股份A股上市后累计派现9336.71万元。近三年，累计派现1225.57万元。 责任编辑：小浪快报 资料显示，尚纬股份有限公司位于四川省乐山高新区迎宾大道18号，成立日期2003年7月7日，上市日期 2012年5月7日，公司主营业务涉及特种电缆的研发、生产、销售和服务。主营业务收入构成为：特种电 缆91.97%，普通电缆5.87%，其他1.42%，其他(补充)0.74%。 尚纬股份所属申万行业为：电力设备-电网设备-线缆部件及其他。所属概念板块包括：新能源、储能、 新能源车、光伏玻璃、太阳能等。 资金流向方面，主力资金净流出2446.36万元，特大单买入293.38万元，占比2.44%，卖出1802.95万元 ...

Core Viewpoint - Victory Precision's stock price has shown volatility, with a year-to-date increase of 35.07% but a recent decline of 6.46% over the past five trading days [2]. Group 1: Stock Performance - As of September 12, the stock price of Victory Precision was 3.62 CNY per share, with a market capitalization of 12.318 billion CNY [1]. - The stock has experienced a 6.46% decline over the last five trading days, while it has increased by 13.84% over the past 20 days and 21.89% over the past 60 days [2]. Group 2: Trading Activity - On September 4, the stock was featured on the "龙虎榜" with a net buying amount of 523 million CNY, accounting for 34.54% of the total trading volume [2]. - The main funds saw a net outflow of 51.88 million CNY on September 12, with large orders buying 70.35 million CNY and selling 91.44 million CNY [1]. Group 3: Company Overview - Victory Precision, established on December 5, 2003, and listed on June 8, 2010, is located in Suzhou, Jiangsu Province, and primarily engages in consumer electronics and automotive parts [2]. - The company's revenue composition is 68.87% from consumer electronics, 29.93% from automotive parts, and 1.21% from other sources [2]. Group 4: Financial Performance - For the first half of 2025, Victory Precision reported a revenue of 1.699 billion CNY, a year-on-year decrease of 0.53%, and a net profit loss of 42.41 million CNY, a significant decline of 355.45% [2]. - The company has not distributed dividends in the last three years, with a total payout of 513 million CNY since its A-share listing [3]. Group 5: Shareholder Information - As of June 30, 2025, the number of shareholders was 250,300, a decrease of 2.04% from the previous period, with an average of 13,592 circulating shares per person, an increase of 2.09% [2][3]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3].

Core Viewpoint - Desay Battery has shown a mixed performance in stock price and financial results, with a notable increase in revenue but a decline in net profit, indicating potential challenges ahead for the company [1][2]. Financial Performance - As of August 29, 2025, Desay Battery reported a revenue of 9.762 billion yuan for the first half of 2025, representing a year-on-year growth of 9.32% [2]. - The net profit attributable to shareholders for the same period was 97.545 million yuan, which reflects a year-on-year decrease of 9.36% [2]. Stock Market Activity - On September 12, 2025, Desay Battery's stock price increased by 2.02%, reaching 26.20 yuan per share, with a trading volume of 260 million yuan and a turnover rate of 2.63% [1]. - The company's total market capitalization stood at 10.078 billion yuan [1]. - Year-to-date, the stock price has risen by 13.03%, with a slight decline of 0.27% over the last five trading days [1]. Shareholder Information - As of August 29, 2025, the number of shareholders increased to 61,500, up by 3.29% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.19% to 6,252 shares [2]. Dividend Distribution - Desay Battery has cumulatively distributed 1.484 billion yuan in dividends since its A-share listing, with 495 million yuan distributed over the past three years [3]. Institutional Holdings - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited, which increased its holdings by 2.0681 million shares, and several ETFs that have also increased their positions [3].

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Del Corporation, indicating a 37.13% increase in stock price year-to-date, with a recent decline of 4.74% over the last five trading days [1] - As of June 30, 2025, Del Corporation reported a revenue of 2.441 billion yuan, representing a year-on-year growth of 6.72%, and a net profit attributable to shareholders of 50.87 million yuan, which is a significant increase of 178.09% [2] - The company has a diverse product portfolio, with 73.77% of its revenue coming from noise reduction, thermal insulation, and lightweight products, while 24.42% comes from motors, pumps, and mechanical pump products [2] Group 2 - Del Corporation has a total market capitalization of 5.157 billion yuan, with a trading volume of 2.32 billion yuan and a turnover rate of 4.62% as of September 12 [1] - The company has seen a reduction in the number of shareholders, with 24,800 shareholders as of June 30, 2025, down 14.78% from the previous period [2] - Del Corporation has not distributed any dividends in the last three years, with a total payout of 242 million yuan since its A-share listing [3]

Group 1 - The stock price of Hualing Steel increased by 2.07% on September 12, reaching 6.40 CNY per share, with a total market capitalization of 44.215 billion CNY [1] - Hualing Steel's stock has risen 56.82% year-to-date, with a 14.49% increase over the past 20 days and a 49.15% increase over the past 60 days [1] - The company reported a revenue of 63.092 billion CNY for the first half of 2025, a year-on-year decrease of 16.93%, while net profit attributable to shareholders increased by 31.31% to 1.748 billion CNY [2] Group 2 - Hualing Steel has distributed a total of 10.436 billion CNY in dividends since its A-share listing, with 3.934 billion CNY distributed in the last three years [3] - As of June 30, 2025, the number of shareholders increased by 19.94% to 90,300, while the average circulating shares per person decreased by 16.63% to 76,500 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable increases in their holdings [3]