嘉实基金发布公告称，旗下两只港股通ETF——港股通消费ETF（520620）与港股通科技ETF嘉实 （520670）将于今日在上海证券交易所上市。 港股通，代表着上交所、深交所分别和港交所互联互通，内地与香港投资者可以互相买卖在对方交易所 上市的部分股票。一只港股股票被纳入港股通，意味着内地投资者不需要开通港股账户，即可直接在内 地交易所交易。港股通ETF可投资港股通标的范围内的股票，优势是不占用外汇额度。 （文章来源：21世纪经济报道） 同日上市的港股通科技ETF嘉实（520670）追踪恒生港股通科技主题指数（HSSCITI.HI），反映能通过 港股通买卖，且全部为科技主题相关的香港上市公司表现。从编制方案看，该指数以"科技主题"和"成 长性"为核心标尺，从港股通标的中选择具备成长潜力的企业，优先纳入市值较大的龙头企业，如快 手、中芯国际、小米等。Wind数据显示，截至8月15日，恒生港股通科技主题指数近一年涨幅高达 93.86%。 展望未来，在内外共振下，港股依旧值得期待。凭借投资门槛低、流动性强、交易便捷，且不受QDII 额度限制等优势，以港股通消费ETF（520620）与港股通科技ETF嘉实（5206 ...

Group 1: Top Net Buy/Sell Companies - The top net buy company is Xiaomi Group-W (1810.HK) with a net buy amount of 3.385 billion CNY, representing a holding change of 64,050,171 shares[9] - Alibaba-W (9988.HK) ranks second with a net buy amount of 1.383 billion CNY, with a holding change of 11,710,368 shares[9] - The top net sell company is Yingfu Fund (2800.HK) with a net sell amount of -6.188 billion CNY, reflecting a holding change of -239,840,000 shares[10] Group 2: Industry Distribution of Net Buy/Sell - The report highlights the distribution of net buy/sell across various industries, indicating significant activity in the Information Technology sector[12] - Financial services also show notable net buy activity, particularly with China Life (2628.HK) and AIA Group (1299.HK)[12] - The Medical Care sector has seen mixed results, with notable net buys for companies like Zai Lab (9688.HK) and net sells for WuXi Biologics (2269.HK)[12] Group 3: Active Stocks - The most active stock in the Shanghai-Hong Kong Stock Connect is Yingfu Fund (2800.HK) with a total trading volume of 8.120 billion CNY and a net buy of 8.110 billion CNY[19] - Alibaba-W (9988.HK) also remains active with a total trading volume of 4.998 billion CNY and a net buy of 0.560 billion CNY[19] - Tencent Holdings (0700.HK) shows significant trading activity with a total volume of 6.003 billion CNY but a net sell of -0.678 billion CNY[20]

Group 1: Market Overview - The A-share market experienced a significant surge on August 18, with the Shanghai Composite Index reaching a nearly 10-year high, closing at 3728.03 points, up 0.85% [1] - The total trading volume in the Shanghai and Shenzhen markets hit a new annual high of 2.76 trillion yuan, with over 4000 stocks rising [1] - The market focus shifted towards AI hardware and large financial sectors, indicating a strong interest in AI-related investments [1] Group 2: Fund News - On August 18, 65 new funds were launched, primarily stock and ETF linked funds, with the Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF Link C aiming to raise 8 billion yuan [2] - Over 95% of Fund of Funds (FOF) reported positive returns year-to-date, with 36 products exceeding a 20% return, particularly those heavily invested in Hong Kong's innovative pharmaceutical and technology sectors [2] - The issuance of new funds has increased, with 45 new funds starting fundraising from August 18 to 24, marking a 36.36% week-on-week increase [2] Group 3: ETF Insights - The Jiashi Fund's Hong Kong Stock Connect Consumer ETF and Technology ETF officially launched on August 19, allowing mainland investors to trade Hong Kong stocks without opening a separate account [3] - The Hong Kong Stock Connect Consumer ETF has seen a 42.30% increase over the past year, while the Technology ETF has surged by 93.86%, highlighting their growth potential [3] - The Hong Kong market showed mixed performance on August 18, with the innovative pharmaceutical sector gaining traction, particularly after the National Healthcare Security Administration's announcement regarding the adjustment of drug directories [3] Group 4: Fund Performance - The best-performing fund on August 18 was the Xinhua Strategy Selected Stock Fund, with a daily growth rate of 7.0792%, followed closely by the Xinhua Trend Navigation Mixed Fund at 7.0644% [6][7] - Among stock funds, the top performers included the Bosera North Certificate 50 Index Initiating C and A, both showing growth rates above 6.5% [8] - In the bond fund category, the South China Changyuan Convertible Bond A led with a daily growth rate of 2.3540% [7]

Group 1 - On August 18, 2025, the top three companies by trading volume in the Southbound Stock Connect were Yingfu Fund (02800) with 4.148 billion, Tencent Holdings (00700) with 3.654 billion, and Hua Hong Semiconductor (01347) with 3.365 billion [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, the top three companies were Hua Hong Semiconductor (01347) with 2.360 billion, Yingfu Fund (02800) with 2.301 billion, and Tencent Holdings (00700) with 2.214 billion [1] Group 2 - In the Southbound Stock Connect, the most active companies included Yingfu Fund (02800) with a trading amount of 4.148 billion and a net buy amount of -4.130 billion, Tencent Holdings (00700) with 3.654 billion and a net buy amount of +1.098 billion, and Hua Hong Semiconductor (01347) with 3.365 billion and a net buy amount of +0.966 billion [2] - In the Shenzhen-Hong Kong Stock Connect, Hua Hong Semiconductor (01347) had a trading amount of 2.360 billion with a net buy amount of -0.577 billion, Yingfu Fund (02800) had 2.301 billion with a net buy amount of -2.283 billion, and Tencent Holdings (00700) had 2.214 billion with a net buy amount of -0.798 billion [2]

周六福(06168)午后涨超10%，截至发稿，涨8.2%，报47.48港元，成交额9423.78万港元。 消息面上，周六福拟8月22日(本周五)举行董事会会议以审批中期业绩。国海证券此前指，周六福以加 盟模式低成本快速扩张，加盟店占比高达98%，盈利能力领先同行。截至2024年12月31日周六福门店总 数4129家，其中加盟店占比约98%，三线及低线城市门店占比55.1%，深度覆盖下沉市场。加盟业务采 用"产品销售+服务收费"双轨模式，2024年服务费占加盟店总营收29.4%，服务费毛利率高达97.1%，驱 动公司整体毛利率达25.9%，显著领先老凤祥、中国黄金（600916）等同行。 此外，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生 效，据华泰证券预测，周六福有望于9月被纳入港股通范围。中信证券认为，周六福凭借以整合研发、 指定供应商供货为主的轻资产模式、较同行更具吸引力的加盟政策，迅速发展，当前大众珠宝市场趋于 轻量化、时尚化，公司的轻资产模式较好保障了效率，同时公司兼顾创新，未来计划着力提升品牌势 能，深挖海内外黄金珠宝消费市场。 ...

周六福(06168)午后涨超10%，截至发稿，涨8.2%，报47.48港元，成交额9423.78万港元。 此外，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生 效，据华泰证券预测，周六福有望于9月被纳入港股通范围。中信证券认为，周六福凭借以整合研发、 指定供应商供货为主的轻资产模式、较同行更具吸引力的加盟政策，迅速发展，当前大众珠宝市场趋于 轻量化、时尚化，公司的轻资产模式较好保障了效率，同时公司兼顾创新，未来计划着力提升品牌势 能，深挖海内外黄金珠宝消费市场。 本文源自：智通财经网 消息面上，周六福拟8月22日(本周五)举行董事会会议以审批中期业绩。国海证券此前指，周六福以加 盟模式低成本快速扩张，加盟店占比高达98%，盈利能力领先同行。截至2024年12月31日周六福门店总 数4129家，其中加盟店占比约98%，三线及低线城市门店占比55.1%，深度覆盖下沉市场。加盟业务采 用"产品销售+服务收费"双轨模式，2024年服务费占加盟店总营收29.4%，服务费毛利率高达97.1%，驱 动公司整体毛利率达25.9%，显著领先老凤祥、中国黄金等同行。 ...

Core Viewpoint - Cao Cao Mobility (02643) has seen its stock price rise over 8%, reaching a new high of 68.5 HKD, driven by its strategic expansion and partnerships in the ride-hailing industry [1] Group 1: Company Performance - The company's operational network now covers 136 cities nationwide, with plans to enter 85 new cities using a light-asset model by selling customized vehicles to local partners [1] - As of the end of 2024, the company aims to have over 1,000 cooperative merchants across its entire ecosystem, with partner revenue expected to grow by 34% year-on-year [1] - The company plans to open 200 new cities by 2025, indicating aggressive growth strategies [1] Group 2: Strategic Advantages - Cao Cao Mobility has established a unique competitive advantage in the customized vehicle sector through strategic collaboration with Geely Group, leading the industry in the scale of its customized vehicle fleet [1] - The optimization of Total Cost of Ownership (TCO) and enhancements in user experience are key drivers for the company's sustained growth in the ride-hailing business, contributing to driver retention and user satisfaction [1] Group 3: Market Outlook - The company is well-positioned to capitalize on the upcoming Robotaxi commercialization wave, potentially unlocking long-term valuation opportunities [1] - Previous predictions by JPMorgan suggest that Cao Cao Mobility may be included in the Hong Kong Stock Connect list, allowing mainland investors to participate in trading, which could lead to significant capital inflow [1]

Group 1 - The Hong Kong Securities Index rose by 1.3% as of 13:50, with the Hong Kong Securities ETF (513090) exceeding a trading volume of 27 billion [1] - On August 15, the financing buy-in amount for the Hong Kong Securities ETF reached 3.68 billion, with a financing balance exceeding 2 billion, both ranking high in the ETF market [1] - The Hong Kong Securities ETF has seen continuous net inflows for 11 trading days in August, with the latest fund size surpassing 27.2 billion [1] Group 2 - The CSI Hong Kong Securities Investment Theme Index focuses on stocks within the Hong Kong Stock Connect, including major companies like CITIC Securities, Hong Kong Exchanges, and Guotai Junan [1] - The Hong Kong Securities ETF (513090) is currently the only ETF product tracking this index, providing a unique investment opportunity [1] - The ETF supports T+0 trading and has a low management fee rate of 0.15% per year, facilitating cost-effective investments in leading brokerage firms [1]

Group 1 - Boleton (01333) shares increased nearly 10%, reaching a new high of 42.7 HKD, with a trading volume of 7.3465 million HKD [1] - The company plans to hold a board meeting on August 27 to approve its interim results [1] - Boleton ranks third and seventh among all new energy wide-body dump truck and loader manufacturers in 2024, with market shares of 18.3% and 3.8% respectively, being the only pure new energy engineering machinery manufacturer in these categories [1] Group 2 - The Hang Seng Index Company will release its mid-year review results on August 22, with changes effective from September 8 [1] - Changjiang Securities reported that companies potentially entering the Hong Kong Stock Connect have a high probability of stock price increases prior to inclusion, particularly in sectors like power equipment, defense, agriculture, and retail [1] - Boleton and several other companies are expected to be included in the Hong Kong Stock Connect, which may lead to further stock price increases as the number of shares held through the Connect rises [1]

此外，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生 效，据华泰证券预测，周六福有望于9月被纳入港股通范围。中信证券认为，周六福凭借以整合研发、 指定供应商供货为主的轻资产模式、较同行更具吸引力的加盟政策，迅速发展，当前大众珠宝市场趋于 轻量化、时尚化，公司的轻资产模式较好保障了效率，同时公司兼顾创新，未来计划着力提升品牌势 能，深挖海内外黄金珠宝消费市场。 智通财经APP获悉，周六福(06168)午后涨超10%，截至发稿，涨8.2%，报47.48港元，成交额9423.78万 港元。 消息面上，周六福拟8月22日(本周五)举行董事会会议以审批中期业绩。国海证券此前指，周六福以加 盟模式低成本快速扩张，加盟店占比高达98%，盈利能力领先同行。截至2024年12月31日周六福门店总 数4129家，其中加盟店占比约98%，三线及低线城市门店占比55.1%，深度覆盖下沉市场。加盟业务采 用"产品销售+服务收费"双轨模式，2024年服务费占加盟店总营收29.4%，服务费毛利率高达97.1%，驱 动公司整体毛利率达25.9%，显著领先老凤祥、中国黄金等同行。 ...