港股通

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尾盘突变!13倍大牛股巨震
Shang Hai Zheng Quan Bao· 2025-09-16 11:15
炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 9月16日,港股药捷安康-B盘中走势跌宕起伏。当日早盘,药捷安康-B一度涨超60%,截至午盘,药捷 安康-B涨超49%,报619港元/股,市值达到2457亿港元,市值超越了信达生物、康方生物等一众知名创 新药企业。 然而,14时30分左右,药捷安康-B股价开始跳水,盘中一度跌超63%。截至9月16日收盘,药捷安康-B 跌53.73%,报192港元/股,市值缩水至762亿港元。 药捷安康-B于9月8日纳入港股通,9月12日、9月15日股价均狂飙。股价大涨背后,近日,药捷安康-B公 告了在研产品的进展。然而,药捷安康-B还是一家亏损公司,2023年、2024年合计年内亏损超过6亿元 人民币。此外,根据港交所中央结算及交收系统数据,药捷安康-B前10大券商席位持股达99.82%,股 权集中度较高。 从大涨到"闪崩" 公开资料显示,药捷安康-B是一家以临床需求为导向、处于注册临床阶段的生物制药公司,专注于发现 及开发肿瘤、炎症及心脏代谢疾病小分子创新疗法。 6月23日,药捷安康-B登陆港股,上市当日股价即大涨79%。自9月8日纳入港股通后,药捷 ...
港股通数据统计周报2024.2.12-2024.2.18-20250916
Zhe Shang Guo Ji Jin Rong Kong Gu· 2025-09-16 05:24
Group 1: Top Net Buy/Sell Companies - Alibaba-W (9988.HK) had the highest net buy amount of ¥179.99 billion with a holding change of 119,120,888 shares[8] - Horizon Robotics-W (9660.HK) ranked second with a net buy of ¥37.96 billion, increasing its holdings by 371,459,400 shares[8] - Pop Mart (9992.HK) led the net sell list with a net sell amount of -¥25.29 billion, decreasing its holdings by 9,136,051 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The report highlights significant net buying in the Consumer Discretionary sector, particularly with companies like Alibaba and Meituan[11] - Financial sector companies like Ping An (2318.HK) and AIA (1299.HK) also saw substantial net buying, indicating investor confidence in financial services[8] - The Information Technology sector experienced notable net selling, particularly with companies like Xiaomi and Kuaishou, reflecting a shift in investor sentiment[9] Group 3: Active Stocks - Alibaba-W (9988.HK) was the most active stock with a total trading volume of ¥87.74 billion and a net buy of ¥20.76 billion on the Shanghai Stock Connect[18] - Meituan-W (3690.HK) had a trading volume of ¥50.99 billion but recorded a net sell of -¥16.35 billion, indicating a decline in investor interest[18] - Tencent Holdings (0700.HK) showed a trading volume of ¥31.72 billion with a slight net buy of ¥1.85 billion, suggesting stable investor confidence[18]
一天内股价翻番,这家公司上市不到三个月股价涨超30倍,上半年营收为0
Mei Ri Jing Ji Xin Wen· 2025-09-15 11:51
Market Overview - The Hong Kong stock market experienced narrow fluctuations on September 15, with the Hang Seng Index closing at 26,446.56 points, up 58.40 points, or 0.22% [1] - The Hang Seng Tech Index closed at 6,043.61 points, increasing by 54.34 points, or 0.91% [1] Company Highlights - Pharmaceutical company Yaojie Ankang-B (02617.HK) saw its stock price surge by 115.58% to close at HKD 415, after reaching a peak of HKD 431.4 during the day [2][3] - Yaojie Ankang's stock has increased over 30 times since its IPO price of HKD 13.15, with a market capitalization exceeding HKD 120 billion [2] - The company reported zero revenue and a loss of HKD 123 million in the first half of the year, focusing on innovative therapies for cancer and other diseases [3] Clinical Developments - Yaojie Ankang received clinical approval for its core product, Tinengotinib, for treating specific types of breast cancer, indicating promising early clinical results [4] Other Company Movements - Contemporary Amperex Technology Co., Limited (CATL) saw its A-shares rise by 14%, reaching a historical high of HKD 371.52, while its H-shares peaked at HKD 476.8, closing at HKD 465, up 7.44% [7][8] - CATL's global market share remains strong, with a gross margin of 25.58% reported for the first half of 2025, and ongoing expansion in production capacity [9] Sector Performance - The technology sector showed mixed results, with companies like Bilibili-W (09626.HK) rising nearly 5%, while others like Lenovo Group (00992.HK) fell over 2% [12] - The healthcare, technology, and consumer goods sectors are expected to perform well following potential interest rate cuts, while utilities and telecommunications may lag [14]
太疯狂!一天内股价翻番,这家公司上市不到三个月股价涨超30倍,上半年营收为0
Mei Ri Jing Ji Xin Wen· 2025-09-15 10:42
Market Overview - The Hong Kong stock market experienced narrow fluctuations on September 15, with the Hang Seng Index closing at 26,446.56 points, up 58.40 points, or 0.22% [1] - The Hang Seng Tech Index closed at 6,043.61 points, increasing by 54.34 points, or 0.91% [1] Company Highlights - The stock of Yaojie Ankang-B (02617.HK) surged by 115.58% on the day, reaching a closing price of 415 HKD after hitting a peak of 431.4 HKD, marking a 124% intraday increase [2][3] - Yaojie Ankang's initial public offering price was 13.15 HKD, and within less than three months, its market value has exceeded 120 billion HKD, with a cumulative increase of over 30 times [2][3] - Yaojie Ankang is focused on developing innovative small molecule therapies for oncology, inflammation, and cardiovascular metabolic diseases, currently in the clinical registration phase [3] Clinical Developments - On September 10, Yaojie Ankang received clinical approval from the National Medical Products Administration of China for its core product, Tinengotinib (TT-00420), in a Phase II trial for treating HR+/HER2- breast cancer [4] - Early clinical results indicated promising effects of Tinengotinib in patients who have undergone multiple treatments, suggesting potential breakthroughs in treatment strategies [4] Other Company Movements - Contemporary Amperex Technology Co., Limited (CATL) saw its A-shares rise by 14%, reaching a historical high of 371.52 CNY, while its H-shares peaked at 476.8 HKD, closing at 465 HKD, up 7.44% [7][8] - CATL's global market share remains strong, with a gross margin of 25.58% reported for the first half of 2025, indicating stable profitability [9] Sector Performance - The technology sector showed mixed results, with notable gains in companies like Alibaba (09988.HK), which rose over 2% [10] - The automotive sector also performed well, with NIO-SW (09866.HK) increasing by over 3% [12] - Southbound funds continued to see significant net inflows, exceeding 14 billion HKD on the first trading day of the week [12] Future Market Outlook - Analysts predict that the Hong Kong market will strengthen following the Federal Reserve's potential interest rate cuts, with historical data suggesting an average increase of 35.4% in the Hang Seng Index over the following 12 months [14]
药捷安康-B涨超50%破顶 不到三个月股价飙涨21倍 总市值突破1100亿港元
Zhi Tong Cai Jing· 2025-09-15 06:12
Core Viewpoint - The stock of药捷安康-B (02617) has surged over 50% since its listing on June 23, with a current price increase of 21 times from the initial offering price of 13.15 HKD, reaching 287 HKD and a market capitalization exceeding 110 billion HKD [1] Group 1: Stock Performance - The stock price has increased by 49.09% as of the latest report, with a trading volume of 2.199 billion HKD and a total market value surpassing 110 billion HKD [1] - The stock has experienced a significant volatility with an amplitude of 71% and a turnover rate of only 3.14% [1] Group 2: Regulatory and Clinical Developments - The company has been included in the Hong Kong Stock Connect list effective from September 8, as announced by the Shanghai and Shenzhen Stock Exchanges [1] - On September 10, the company announced that its core product, Tiengogatin combined with Fulvestrant, received clinical implied approval from the National Medical Products Administration for a Phase II trial in treating hormone receptor-positive (HR+) and HER2-negative or low-expressing recurrent or metastatic breast cancer, expected to be completed by September 10, 2025 [1] Group 3: Financial Performance - The company reported no revenue from its main business in the first half of the year, with other income declining from 10.4 million HKD in the first half of 2024 to 3.6 million HKD, a decrease of 65.1% [1] - The pre-tax loss for the first half of the year was 123 million HKD, an improvement compared to a loss of 160 million HKD in the same period of 2024 [1] Group 4: Shareholding Structure - The founder, Wu Yongqian, holds a significant stake of 32.98%, contributing to a limited market float due to substantial institutional holdings [1]
港股异动 | 沪上阿姨(02589)早盘涨超11% 公司近期获纳入港股通名单 上半年门店数量平稳增长
智通财经网· 2025-09-15 03:18
Core Viewpoint - The stock of Hu Shang A Yi (02589) has seen a significant increase, attributed to its inclusion in the Hong Kong Stock Connect list and positive mid-year financial results [1][1]. Financial Performance - For the first half of the year, Hu Shang A Yi reported revenue of 1.818 billion RMB, representing a year-on-year increase of 9.7% [1]. - The profit attributable to the parent company was 203 million RMB, showing a year-on-year growth of 20.9% [1]. - Basic earnings per share were reported at 1.97 RMB [1]. Market Strategy - The company has been optimizing its store structure and steadily opening new locations, focusing on the lower-tier markets [1]. - The number of stores has seen stable growth, contributing to revenue enhancement [1]. - The net profit margin attributable to the parent company increased by 1.0 percentage points year-on-year, reflecting improved profitability [1]. Product Development - Hu Shang A Yi is actively exploring other sub-brands, such as the lower-priced "Tea Waterfall," and has maintained a strong pace in research and new product launches, introducing 136 new products during the period [1]. Competitive Position - The company has demonstrated significant competitiveness in northern markets, and with improved management and adjustments in weaker markets, there is potential for gradual improvement and upward elasticity [1].
天岳先进或下周一纳入港股通 技术领先与资金涌入共塑高成长
Zhi Tong Cai Jing· 2025-09-12 13:10
Group 1 - Tianyue Advanced (02631) is expected to be included in the Hong Kong Stock Connect after the price stabilization period, which typically lasts for 30 days, with predictions for inclusion around September 15 or mid to late September [1][2] - Inclusion in the Hong Kong Stock Connect is anticipated to attract more southbound capital, enhance market liquidity, and increase the company's visibility in the capital market, which may also boost the entire silicon carbide industry chain [1] - Historical data indicates that stocks included in the Hong Kong Stock Connect often experience significant short-term benefits, with passive funds, especially ETF funds tracking related indices, likely to buy in for allocation needs, providing support for the stock price [1] Group 2 - Tianyue Advanced is recognized as a leading company in the domestic silicon carbide substrate sector, having achieved mass production of 8-inch substrates and being the first to launch 12-inch substrate products, demonstrating technological leadership [2] - The company's customer base includes top international semiconductor manufacturers such as Infineon, Bosch, and ON Semiconductor, with applications in electric vehicles, AI data centers, and photovoltaics, showcasing strong customer recognition and downstream expansion capabilities [2]
港股1630 | 突然猛拉!港股通新进标的盘中涨超130%
Mei Ri Jing Ji Xin Wen· 2025-09-12 08:58
Market Overview - The Hong Kong stock market opened higher and slightly retreated, with the Hang Seng Index closing at 26,388.16 points, up 301.84 points, a rise of 1.16% [1] - The Hang Seng Tech Index closed at 5,989.27 points, increasing by 100.50 points, a rise of 1.71% [1] Company Highlights - A notable company,药捷安康 (Jiangsu Hengrui Medicine Co., Ltd.), is focused on discovering and developing innovative small molecule therapies for tumors, inflammation, and cardiovascular metabolic diseases. It was recently added to the Hong Kong Stock Connect list, allowing southbound funds to purchase its shares [3] -药捷安康-B (02617.HK) saw its stock price rise over 130% during the day, ultimately closing with a gain of 77% [4] - Other newly added stocks in the Hong Kong Stock Connect include 博雷顿 (Boreton, 01333.HK), which closed up over 21%, and 曹操出行 (Caocao Chuxing, 02643.HK), which peaked at a 14% increase during the day [5] Market Trends - Analysts noted a strong influx of southbound funds into the Hong Kong stock market, leading to significant price increases for newly added stocks. However, the T+0 trading system in Hong Kong presents risks of high volatility [7] - The technology sector in Hong Kong maintained a strong performance, with notable increases in stock prices for major companies such as 百度集团 (Baidu, 09888.HK) up over 8%, 阿里巴巴 (Alibaba, 09988.HK) up over 5%, and 腾讯控股 (Tencent, 00700.HK) up over 2%, closing at 643.5 HKD, nearing its historical high [7] Future Outlook - 中金公司 (CICC) highlighted that the Hong Kong market's key characteristic this year is structural performance over index performance, with a focus on sectors driven by profit trends [10] - 花旗 (Citi) raised its year-end target for the Hang Seng Index by 7% to 26,800 points, with expectations for further increases to 27,500 points and 28,800 points in the first half and by year-end next year, respectively [10] - 广发证券 (Guotai Junan) analyzed past performance during the Federal Reserve's rate-cutting cycles, indicating that the Hong Kong market tends to rise in the 12 months following the first rate cut, suggesting a favorable environment for A/H assets [10]
港股异动 | 映恩生物-B(09606)涨超10%再破顶 进入港股通有望获内资追捧 现金储备充足可支持未来数年研发
智通财经网· 2025-09-11 06:04
智通财经APP获悉,映恩生物-B(09606)午后涨超10%,高见480港元,再创上市新高。截至发稿,涨 10.85%,报480港元,成交额5.79亿港元。 消息面上,映恩生物发布公告,自2025年9月8日起,公司股份将获恒生指数有限公司纳入恒生综合指数 成份股及被调入沪港通下港股通标的名单。公告表示,股份获纳入恒生综合指数及沪港通合资格证券, 代表资本市场对公司表现及价值的高度认同,中国内地合资格投资者从而可以透过上交所直接投资于香 港联交所上市的股份。预期该项纳入将进一步扩大公司的投资者基础,并有望增加股份的交易流通量。 海通国际发布研报称,映恩生物中期间营收12.3亿元,主要由于确认了DB-1418授权Avenzo的首付款 5000万美元以及DB-1303国内权益授权三生制药的首付款 2000万美元。公司期内亏损大幅增加主要来自 以公允价值计量且变动计入当期损益的金融负债公允价值变动。考虑到未来潜在的BD交易里程碑及销 售分成收入,公司目前持有的37.5亿元现金足以支撑未来3~5年的临床及早期研发投入。该行指出,公 司和BioNTech合作的管线稳步推进,早期分子有望展露潜力。 ...
富力地产跌超4% 拟进行境内公司债券重组 近期被剔除港股通名单
Zhi Tong Cai Jing· 2025-09-11 06:03
Core Viewpoint - R&F Properties (02777) is facing significant financial challenges, leading to a proposed restructuring of its domestic bonds due to a substantial loss and declining revenue [1] Financial Performance - In the first half of the year, R&F Properties reported a revenue of 5.765 billion RMB, a year-on-year decrease of 59.43% [1] - The company recorded a loss attributable to shareholders of 4.046 billion RMB, which represents a year-on-year increase of 73.6% [1] Bond Restructuring Proposal - R&F Properties announced a preliminary plan to provide a comprehensive restructuring scheme for domestic bondholders, which includes six options: cash buyback, debt-for-asset swaps, receivables trust shares, asset trust shares, equity economic rights payment, and full debt extension [1] - The restructuring involves six bonds with an outstanding principal balance exceeding 12.2 billion RMB [1] Market Reaction - Following the announcement, R&F Properties' stock price dropped over 4%, trading at 0.71 HKD with a transaction volume of 6.2197 million HKD [1] - The company has been removed from the Hong Kong Stock Connect list, effective from September 8 [1]