1 目录 2 l 港股通前十大净买入/卖出公司 l 港股通净买入/卖出行业分布 l 港股通前十大活跃个股 l 港股通与南下资金介绍 港股通数据统计周报 2025.4.28-2025.5.4 | 分析师： | 沈凡超 | | --- | --- | | 中央编号： | BTT231 | | 联系电话： | 852-4623 5564 | | 邮箱： | hector@cnzsqh.hk | 港股通前十大净买入/卖出公司 3 港股通本周前十大净买入公司（2025.4.28-2025.5.4） | 序号 | 证券代码 | 证券简称 | 行业 | 港股通持股变动数 | 净买入金额（亿元） | | --- | --- | --- | --- | --- | --- | | 1 | 3690.HK | 美团-W | 可选消费 | 29862986 | 39.57 | | 2 | 1088.HK | 中国神华 | 能源 | 21482000 | 6.29 | | 3 | 2388.HK | 中银香港 | 金融 | 18780500 | 5.97 | | 4 | 2367.HK | 巨子生物 | 日常消费 | 6702768 ...

Group 1 - On May 6, the A-share market showed a positive trend with all three major indices rising, and Shandong Molong's A-shares surged by 10.13% to close at 4.35 yuan, while its H-shares increased by nearly 190% [1] - The significant market performance was attributed to the removal of risk warnings for Shandong Molong's A-shares, allowing it to be included in the Hong Kong Stock Connect list, effective from May 6, 2025, which is expected to enhance liquidity and attract more capital [1] - For 2024, Shandong Molong is projected to achieve total operating revenue of 1.356 billion yuan, a year-on-year increase of approximately 3%, with a substantial narrowing of net losses by 92.29% compared to 567 million yuan in 2023, due to various positive measures taken by the company [1] Group 2 - Shandong Molong focuses on energy equipment manufacturing, leveraging strong R&D capabilities to develop high-value special-purpose products, enhancing its competitiveness in the industry [2] - The company successfully secured orders from major clients, including the National Petroleum and Natural Gas Pipeline Group, marking a significant breakthrough in its market presence [2] - In 2024, Shandong Molong completed the divestiture of loss-making subsidiaries, which will no longer be included in the consolidated financials, and achieved a significant reduction in three major expenses by 35.61%, laying a solid foundation for performance recovery [2] Group 3 - In the first quarter of 2025, Shandong Molong reported operating revenue of 291 million yuan, a year-on-year increase of 50.51%, with net profit reaching 5.4232 million yuan [2] - The company has expanded its overseas market presence, actively establishing subsidiaries or production bases in regions such as the Middle East, Central Asia, and Southeast Asia, covering over 50 countries and regions [2] - Recent agreements with clients in the UAE, Egypt, Oman, and Chile have led to significant breakthroughs in overseas orders, ensuring a robust order backlog for sustainable development [3] Group 4 - The favorable industry environment, characterized by sustained high international oil prices, has bolstered global investment in oil and gas exploration and development, increasing demand for oil and gas equipment and services [3] - As one of the early domestic companies engaged in the manufacturing and servicing of oil drilling equipment, Shandong Molong is well-positioned to benefit from the industry's recovery [3] - Being included in the Hong Kong Stock Connect is seen as a new starting point for Shandong Molong, enhancing its market influence and brand recognition, and attracting more quality resources in the energy equipment manufacturing sector [3]

智通财经APP获悉，2025年5月6日当天，小米集团-W(01810)、美团-W(03690)、阿里巴巴-W(09988)位 居沪港通（南向）成交额前3位，成交额分别为51.71 亿元、48.21 亿元、36.24 亿元；盈富基金 (02800)、小米集团-W(01810)、美团-W(03690) 位居深港通（南向）成交额前3位，成交额分别为30.78 亿元、26.47 亿元、26.20 亿元。 沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 小米集团-W(01810) | 51.71 亿元 | -4.73 亿元 | | 美团-W(03690) | 48.21 亿元 | +22.01 亿元 | | 阿里巴巴-W(09988) | 36.24 亿元 | +9.45 亿元 | | 腾讯控股(00700) | 32.22 亿元 | -3.39 亿元 | | 中芯国际(00981) | 18.77 亿元 | -2653.78 万元 | | 盈富基金(02800) | 15.88 亿元 | +14.83 亿元 | | 石药集团(01093) | ...

Group 1 - The core point of the article is that Shandong Molong's stock price surged, increasing by 200% after being included in the Hong Kong Stock Connect program by the Shenzhen Stock Exchange [1] Group 2 - The stock price increase indicates strong market interest and potential investor confidence in Shandong Molong following its inclusion in the eligible securities list for the Stock Connect program [1]

Core Viewpoint - The stock of Shandong Molong (00568.HK) experienced a significant increase, rising over 100% after being included in the Hong Kong Stock Connect program by the Shenzhen Stock Exchange [1] Group 1 - Shandong Molong's stock surged in the afternoon trading session [1] - The stock's increase was attributed to its inclusion in the Hong Kong Stock Connect program [1] - The stock reached a peak increase of over 100% during the trading session [1]

Group 1 - The core point of the article is that Shandong Molong's stock has surged over 100% following its inclusion in the Hong Kong Stock Connect program by the Shenzhen Stock Exchange [1] Group 2 - Shandong Molong's stock performance indicates strong investor interest and market confidence after being added to the list of eligible securities for the Hong Kong Stock Connect [1]

证券时报•数据宝统计，4月30日港股通全天合计成交金额为894.01亿港元，成交净买入56.37亿港元。 具体来看，沪市港股通成交金额580.69亿港元，成交净买入47.89亿港元；深市港股通成交金额313.33亿 港元，成交净买入8.48亿港元。 4月30日港股通成交活跃股 代码简称类型成交金额 4月30日恒生指数上涨0.51%，报收22119.41点，全天南向资金通过港股通渠道合计净买入56.37亿港 元。 成交活跃股方面，沪市港股通前十大成交活跃股中，小米集团-W成交额为53.25亿港元，成交金额居 首；其次是阿里巴巴-W、中国银行，成交金额分别为27.93亿港元、26.06亿港元。以净买卖金额统计， 盈富基金净买入额为15.80亿港元，净买入金额居首，该股收盘股价上涨0.54%。净卖出金额最多的是阿 里巴巴-W，净卖出3.01亿港元，收盘股价上涨2.17%。 深市港股通前十大成交活跃股中，成交额居首的是小米集团-W，成交金额31.66亿港元；其次是阿里巴 巴-W、腾讯控股，成交金额分别为16.29亿港元、14.63亿港元。以净买卖金额统计，有5只股为净买 入，净买入金额最多的是阿里巴巴-W，净买入5. ...

Core Viewpoint - The ETF market shows mixed performance with significant movements in various ETFs, indicating potential investment opportunities in index ETFs for rebound strategies [1] Group 1: ETF Performance - The Super Large Cap ETF (510020) leads with a gain of 10.00% [1] - The Carbon Neutral 50 ETF (159861) increases by 1.70% [1] - The Hong Kong Stock Connect Innovative Drug ETF (工银, 159217) rises by 1.28% [1] - The Pension ETF (516560) experiences a decline of 0.75% [1] - The Gold Stock ETF Fund (159322) falls by 0.72% [1] - The Hong Kong State-Owned Enterprises ETF (513810) decreases by 0.71% [1] Group 2: Investment Strategy - The recommendation is to buy index ETFs to capitalize on market rebounds, focusing on leading market players [1]

港股通数据统计周报 2025.4.21-2025.4.27 | 分析师： | 沈凡超 | | --- | --- | | 中央编号： | BTT231 | | 联系电话： | 852-4623 5564 | | 邮箱： | hector@cnzsqh.hk | 1 目录 2 l 港股通前十大净买入/卖出公司 l 港股通净买入/卖出行业分布 l 港股通前十大活跃个股 l 港股通与南下资金介绍 3 港股通本周前十大净买入公司（2025.4.21-2025.4.27） | 序号 | 证券代码 | 证券简称 | 行业 | 港股通持股变动数 | 净买入金额（亿元） | | --- | --- | --- | --- | --- | --- | | 1 | 9988.HK | 阿里巴巴-W | 可选消费 | 36308762 | 41.97 | | 2 | 0700.HK | 腾讯控股 | 信息技术 | 4657084 | 22.27 | | 3 | 3690.HK | 美团-W | 可选消费 | 11177084 | 14.26 | | 4 | 2367.HK | 巨子生物 | 日常消费 | 15718400 | 12 ...

Group 1 - On April 24, 2025, Xiaomi Group-W (01810), Alibaba-W (09988), and Meituan-W (03690) were the top three companies by trading volume in the Southbound Stock Connect, with trading amounts of 4.778 billion, 3.499 billion, and 2.585 billion respectively [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, Xiaomi Group-W (01810), Alibaba-W (09988), and Tencent Holdings (00700) also ranked as the top three, with trading amounts of 2.577 billion, 2.066 billion, and 1.799 billion respectively [1] Group 2 - In the Southbound Stock Connect, the top active trading companies included Xiaomi Group-W (01810) with a trading amount of 4.778 billion and a net buy of -0.273 billion, and Alibaba-W (09988) with a trading amount of 3.499 billion and a net buy of 1.445 billion [2] - Other notable companies in the Southbound Stock Connect included Meituan-W (03690) with a trading amount of 2.585 billion and a net buy of 0.850 billion, and Tencent Holdings (00700) with a trading amount of 2.578 billion and a net buy of 0.111 billion [2] - In the Shenzhen-Hong Kong Stock Connect, Xiaomi Group-W (01810) had a trading amount of 2.577 billion with a net buy of 0.167 billion, while Alibaba-W (09988) had a trading amount of 2.066 billion with a net buy of 0.165 billion [2]