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 other companies are expected to have a chance of being 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]

2025年8月14日当天，腾讯控股(00700)、阿里巴巴-W(09988)、中芯国际(00981)位居沪港通（南向）成 交额前3位，成交额分别为60.03 亿元、36.89 亿元、36.59 亿元；腾讯控股(00700)、中芯国际(00981)、 阿里巴巴-W(09988) 位居深港通（南向）成交额前3位，成交额分别为41.88 亿元、21.29 亿元、21.23 亿 元。 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 腾讯控股(00700) | 60.03 亿元 | -6.78 亿元 | | 阿里巴巴-W(09988) | 36.89 亿元 | +1.42 亿元 | | 中芯国际(00981) | 36.59 亿元 | -9340.71 万元 | | 晶泰控股(02228) | 29.34 亿元 | -1.34 亿元 | | 中国人寿(02628) | 22.47 亿元 | +13.53 亿元 | | 小米集团-W(01810) | 20.08 亿元 | +1.34 亿元 | | 美团-W(03690) | 16.33 亿元 | -1.41 亿元 | | 国泰君 ...

Core Insights - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index rose by 4.3%, while the Hang Seng Stock Connect New Economy Index and the Hang Seng Internet Index both increased by 4.0% [1] - The Hang Seng Technology Index saw a gain of 3.5%, and the CSI Hong Kong Stock Connect Consumer Theme Index rose by 3.4% [1] - The E Fund Hang Seng Technology ETF (513010) recorded a trading volume of 1.1 billion yuan and has experienced net inflows for 12 consecutive trading days, reaching a historical high of 13.6 billion yuan in product size [1] Index Performance - The Hang Seng Technology Index consists of 30 stocks related to technology themes, with over 90% of the index composed of information technology and consumer discretionary sectors. It recorded a daily increase of 3.5% and has a rolling P/E ratio of 21.5 times, with a valuation percentile of 20.3% since its inception in 2020 [3] - The CSI Hong Kong Stock Connect Medical and Health Comprehensive Index is made up of 50 highly liquid and large-cap stocks in the healthcare sector, which accounts for over 90% of the index. It increased by 4.3% with a rolling P/E ratio of 30.3 times and a valuation percentile of 48.1% since its inception in 2017 [3] - The CSI Hong Kong Stock Connect Internet Index includes 30 internet companies and has shown a daily increase, with specific performance details not provided in the text [3] Consumer Sector - The E Fund Hong Kong Consumer ETF (513070) tracks the CSI Hong Kong Stock Connect Consumer Theme Index, which consists of 50 large-cap and liquid consumer stocks, with nearly 60% in discretionary consumption. The index rose by 3.4% and has a rolling P/E ratio of 21.0 times, with a valuation percentile of 17.4% since its inception in 2020 [5]

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 快手-W(01024) 25.13 亿元 -10.52 亿元 中芯国际(00981) 20.25 亿元 +1.44 亿元 小米集团-W(01810) 18.27 亿元 +2.50 亿元 阿里巴巴-W(09988) 17.48 亿元 +2.59 亿元 腾讯控股 (00700) 16.86 亿元 +4.80 亿元 盈富基金(02800) 15.11 亿元 +15.00 亿元 晶泰控股(02228) 10.32 亿元 -1217.96 万元 美团-W(03690) 9.84 亿元 +3132.11 万元 信达生物(01801) 8.67 亿元 +9124.57 万元 美图公 司(01357) 8.58 亿元 -2.00 亿元 公司名称 成交金额 净买入额 中芯国际(00981) 35.61 亿元 +1.62 亿元 快手-W(01024) 35.32 亿元 -13.23 亿元 盈富基金(02800) 26.64 亿元 +26.60 亿元 小米集团-W(01810) 26.64 亿元 +1.34 亿元 国泰君安国际 (01788) 22.44 亿元 +889 ...

Group 1 - The core viewpoint of the article highlights that Huiju Technology (01729) has seen its stock price increase by over 5%, reaching a historical high of 11.48 HKD, with a current price of 11.47 HKD and a trading volume of 39.81 million HKD [1] - Huiju Technology announced an expected growth of approximately 50% to 60% in net profit for the six months ending June 30, 2025, compared to the mid-year report of 2024, primarily driven by increased sales orders in the data center segment of its wire components division [1] - Luxshare Precision (002475) plans to issue H-shares for a listing in Hong Kong to deepen its global strategic layout, having acquired Huiju Technology through its subsidiary in February 2022, holding 74.67% of Huiju's shares post-acquisition [1] Group 2 - Huatai Securities anticipates that 19 stocks, including Huiju Technology, may be included in the Hong Kong Stock Connect in early September [1]

Group 1 - Boreton (01333) shares increased by over 8%, reaching a price of 29.88 HKD with a trading volume of 16.298 million HKD [1] - The company announced that on August 8, 2025, it learned that the China Securities Regulatory Commission (CSRC) accepted its application for H-share full circulation, submitted by several shareholders [1] - Upon obtaining all necessary approvals, including those from the CSRC and the Stock Exchange, certain non-listed shares will be converted into H-shares and listed for trading on the main board of the Stock Exchange [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] - As per Huatai Securities, Boreton and other stocks may be included in the Hong Kong Stock Connect scope in September [1] - Boreton is a provider of electric engineering machinery, ranking third and seventh in 2024 among all new energy wide-body dump truck and loader manufacturers, with market shares of 18.3% and 3.8% respectively [1]

Group 1 - The core point of the article is that Boleton (01333) has seen a significant stock price increase of over 8%, currently trading at 29.88 HKD with a transaction volume of 16.298 million HKD [1] - Boleton has submitted a filing to the China Securities Regulatory Commission (CSRC) regarding the implementation of full circulation of H-shares, which will convert non-listed shares into H-shares upon receiving all necessary approvals [1] - The company is recognized as a leading provider of electric engineering machinery, ranking third and seventh in market share for all new energy wide-body dump trucks and loaders, with respective market shares of 18.3% and 3.8% [1] Group 2 - The Hang Seng Index Company is set to release its mid-year review results on August 22, with changes effective from September 8, which may include Boleton in the Hong Kong Stock Connect investment scope [1] - Boleton is noted as the only pure new energy engineering machinery manufacturer among the top manufacturers in the new energy sector [1]

截至2025年8月11日 14:16，恒生科技指数(HSTECH)下跌0.18%。成分股方面涨跌互现，比亚迪电子(00285)领涨6.64%，小鹏汽车-W(09868)上涨5.04%，哔哩 哔哩-W(09626)上涨2.02%；华虹半导体(01347)领跌4.59%，金蝶国际(00268)下跌3.79%，携程集团-S(09961)下跌2.37%。恒生科技指数ETF(159742)上涨 0.13%，最新价报0.75元。拉长时间看，截至2025年8月8日，恒生科技指数ETF近1月累计上涨4.49%，涨幅排名可比基金1/10。 流动性方面，恒生科技指数ETF盘中换手8.09%，成交1.98亿元。拉长时间看，截至8月8日，恒生科技指数ETF近1年日均成交2.69亿元。 消息面上，8月10日消息，小鹏汽车7月新增自营充电站86座，包括5座S5超快充站、77座S4超快充站等。截至8月1日，其自营充电网络已布局超2440座自营 站、13200枪充电桩，覆盖430座城市。8月11日，工信部官网公示了小鹏首款增程车型X9的申报图。新车采用鲲鹏超级电动体系，基于全域800V高压碳化硅 平台，预计今年第四季度上市。 中银国际研报认 ...

Group 1 - The net inflow of southbound funds reached 21.751 billion HKD during the week of August 4 to August 10, representing a 63.15% decrease compared to the previous week [1] - Cumulatively, the net inflow for the year has surpassed 900 billion HKD, marking the first time it has exceeded this threshold [1] - According to a report by Bank of China International, southbound funds from the mainland have become a significant source of incremental capital for the Hong Kong stock market, particularly favoring Chinese concept stocks with a Chinese background and aligned with new economic directions [1] Group 2 - The Hong Kong stock market is perceived as a more accommodating capital haven compared to the US stock market, especially regarding regulatory pressures on Chinese concept stocks related to information disclosure and audit compliance [1] - This perception has led to a certain valuation premium expectation for stocks listed in Hong Kong [1] - Major technology stocks have seen increased net purchases from southbound funds, with Alibaba-W receiving the highest net inflow of 3.339 billion HKD, marking four consecutive weeks of increased holdings [1] Group 3 - The latest holding amount for Alibaba-W is 1.579 billion shares, accounting for 8.26% of the total shares in the Hong Kong stock market [1] - Other companies such as Tencent Holdings, Xiaomi Group-W, and SMIC also experienced net inflows exceeding 1 billion HKD [1]

Group 1 - The fund is named "Bank of China CSI Hong Kong Stock Connect Internet Index Fund" and has been approved for registration by the China Securities Regulatory Commission [1][10] - The fund is an open-ended, equity-type index fund that aims to closely track the performance of its benchmark index [10][13] - The fund's investment scope includes constituent stocks of the benchmark index, Hong Kong Stock Connect stocks, and other financial instruments as permitted by regulations [14][15] Group 2 - The fund's subscription period is from August 13, 2025, to August 13, 2025, with a minimum total subscription amount of 10 million units [19][20] - Investors can subscribe through various sales channels, including direct sales by the fund management company and other designated sales institutions [22][40] - The fund offers two classes of shares: Class A, which charges a subscription fee, and Class C, which does not charge a subscription fee but deducts service fees from the fund's assets [17][26] Group 3 - The fund management company is Bank of China Investment Management Co., Ltd., and the custodian is Ningbo Bank Co., Ltd. [1][46] - The fund's assets must maintain at least 80% in stocks, including depositary receipts, and at least 5% in cash or short-term government bonds [15][14] - The fund may participate in financing and securities lending activities as permitted by law and the fund contract [15][9]