近两个月来，海西新药(02637)的K线图走出了一段标准的控盘轨迹：从10月下旬的放量启动，到11月初的缩量洗盘，再到随后凌厉的连续 阳线拉升，将股价推至年内新高，最终展开长达数周的强势震荡。这一系列节奏分明、张弛有度的盘面语言，其背后清晰映射出主力资金 强烈的意图导向——以快速提升市值、激活流动性为核心目标，为冲刺港股通纳入资格展开一场精密的盘面布局。 一场为"入通"预演的市值拉升行动 智通财经APP观察，通过对海西新药近两个月(2025年10月20日至12月9日)的分阶段盘面数据进行解构，可以清晰地辨识出一套完整的、带 有明确战略意图的主力运作图谱。其核心目标直指快速提升并稳固市值，以满足港股通的纳入标准。整个过程节奏分明，可分为四个关键 阶段： 第一阶段(10月20日至10月30日)，放量吸筹，奠定基础。此阶段呈现典型的"价量齐升"吸筹特征。股价自97.50低位启动，8个交易日内上涨 18.63%，同时伴随换手率激增至4.82%，总量达379.17万。更为关键的是，阳线成交量占比高达87.5%(331.85万)，表明买盘力量占据绝对 主导。主力在此区间通过主动买入，快速收集筹码并脱离成本区，为后续操作积 ...

南向资金今日成交概况 12月10日南向资金全天成交额862.35亿港元，成交净卖出10.19亿港元。 证券时报·数据宝统计显示，12月10日恒生指数上涨0.42%，南向资金合计买入成交426.08亿港元，卖出 成交436.27亿港元，合计成交额862.35亿港元。 具体看，港股通（沪）买入成交239.96亿港元，卖出成交272.17亿港元，合计成交额512.13亿港元，成 交净卖出32.21亿港元；港股通（深）买入成交186.12亿港元，卖出成交164.10亿港元，合计成交350.22 亿港元，成交净买入22.02亿港元。（数据宝） | | 买入成交额（亿港元） | 卖出成交额（亿港元） | 成交净买入（亿港元） | | --- | --- | --- | --- | | 港股通（深） | 186.12 | 164.10 | 22.02 | | 港股通（沪） | 239.96 | 272.17 | -32.21 | | 合计 | 426.08 | 436.27 | -10.19 | （文章来源：证券时报网） ...

11月19日，心泰医疗(02291)盘中最低价触及17.95港元。这是自今年4月22日单日上涨49.26%之后，该公司股价首次跌破18港元。 此后其股价仍下探不止。12月8日，心泰医疗收盘价17.20港元，距近期的阶段性低点17.01港元仅一步之遥。实际上，心泰医疗的这段下行周期始于8月26 日，而这就得从其大股东减持说起。 控股股东减持，场外持币观望 8月26日港股盘前，心泰医疗发布了一则"控股股东减持"的公告，称其控股股东乐普医疗（300003）"于2025年8月26日通过大宗交易出售合共1114万股本公 司H股，每股价格为22.79港元，占本公司于本公告日期已发行股份总数的约3.21%(出售事项)"，并表示，"乐普医疗对本集团的业务运营充满信心，出售事 项旨在提升本公司股票的流动性。" 公告披露后，立即在当日引发了场内持筹者的抛售。8月26日，心泰医疗股价开盘后迅速走低，1分钟内股价跳水近9%;半小时内股价最大跌幅超过12%。最 后公司股价全天低走，最终收跌12.75%，27.60港元开盘价成为心泰医疗当日最高点及其之后的阶段性高点。 至此之后，心泰医疗开启了一段持续至今的长达3个多月的下行周期。从技术 ...

Core Viewpoint - The Hang Seng Index fell by 1.23% on December 8, with southbound capital recording a total transaction amount of HKD 943.11 billion, resulting in a net inflow of HKD 15.40 billion [1] Group 1: Southbound Capital Transactions - Total southbound capital transactions amounted to HKD 943.11 billion, with buy transactions at HKD 479.25 billion and sell transactions at HKD 463.85 billion, leading to a net buy of HKD 15.40 billion [1] - The Shenzhen Stock Connect recorded a total transaction amount of HKD 381.14 billion, with net buying of HKD 4.32 billion, while the Shanghai Stock Connect had a total transaction amount of HKD 561.97 billion with net buying of HKD 11.08 billion [1] Group 2: Active Stocks - Alibaba-W had the highest transaction amount among southbound stocks at HKD 71.47 billion, followed by Xiaomi Group-W at HKD 49.42 billion and SMIC at HKD 45.85 billion [1] - Xiaomi Group-W led in net buying with HKD 11.73 billion, while Tencent Holdings saw the highest net selling at HKD 7.62 billion [1][2] Group 3: Continuous Net Buying and Selling - Three stocks experienced continuous net buying for over three days, with Xiaomi Group-W leading at 7 days and a total net buy of HKD 62.39 billion [2] - Tencent Holdings and Alibaba-W were among the stocks with the highest continuous net selling, totaling HKD 46.68 billion and HKD 18.81 billion respectively [2]

Core Viewpoint - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF (159281) experienced a closing drop of 0.77% on December 8, with a trading volume of 34.4572 million yuan [1]. Group 1: Fund Overview - The Tianhong CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend ETF was established on August 20, 2025, with an annual management fee of 0.50% and a custody fee of 0.10% [1]. - As of December 5, the fund had a total of 304 million shares and a total size of 316 million yuan [1]. - The fund's performance benchmark is the adjusted return of the CSI Hong Kong Stock Connect Central State-Owned Enterprises Dividend Index [1]. Group 2: Liquidity and Performance - Over the past 20 trading days, the fund's cumulative trading amount reached 799 million yuan, with an average daily trading amount of 39.9361 million yuan [1]. - The current fund manager, He Yuxuan, has managed the fund since its inception, achieving a return of 4.01% during the management period [1]. Group 3: Top Holdings - The fund's top holdings include: - COSCO Shipping Holdings (0.85% holding, 218,000 shares, market value of 2.9175 million yuan) - Orient Overseas International (0.40% holding, 10,500 shares, market value of 1.3717 million yuan) - China Foreign Transport (0.33% holding, 270,000 shares, market value of 1.1396 million yuan) - China National Petroleum (0.32% holding, 162,000 shares, market value of 1.0973 million yuan) - CITIC Bank (0.32% holding, 175,000 shares, market value of 1.1136 million yuan) [2]. - Other significant holdings include China National Offshore Oil (0.29%), China Shenhua Energy (0.29%), China People's Insurance Group (0.29%), China Unicom (0.28%), and Agricultural Bank of China (0.27%) [2].

银诺医药-B(02591)再涨超5%，股价暂现三连阳。截至发稿，涨5.03%，报43.42港元，成交额764.33万 港元。 消息面上，恒生指数系列季度检讨结果此前公布，其中，银诺医药获纳入恒生综合指数成份股，变动将 于2025年12月8日起生效。据中金预测，银诺医药等符合港股通纳入范围。公开资料显示，银诺医药是 一家专注于代谢性疾病领域的生物医药公司，目前拥有多项针对糖尿病、肥胖和非酒精性脂肪性肝炎等 适应症的创新药物研发管线，全部为自主研发，具备全球知识产权，覆盖全球研发与市场布局。 ...

智通财经APP获悉，银诺医药-B(02591)再涨超5%，股价暂现三连阳。截至发稿，涨5.03%，报43.42港 元，成交额764.33万港元。 消息面上，恒生指数系列季度检讨结果此前公布，其中，银诺医药获纳入恒生综合指数成份股，变动将 于2025年12月8日起生效。据中金预测，银诺医药等符合港股通纳入范围。公开资料显示，银诺医药是 一家专注于代谢性疾病领域的生物医药公司，目前拥有多项针对糖尿病、肥胖和非酒精性脂肪性肝炎等 适应症的创新药物研发管线，全部为自主研发，具备全球知识产权，覆盖全球研发与市场布局。 ...

港股通数据统计周报 2025.11.24-2025.11.30 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 港股通前十大净买入/卖出公司 | 分析师： | 蒋开来 | | --- | --- | | 中央编号： | BWL381 | | 联系电话： | 852-6430 1060 | | 邮箱： | jiangkl@cnzsqh.hk | 1 目录 2 3 港股通本周前十大净买入公司（2025.11.24-2025.11.30） | 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 | 86161822 | 130.54 | | 2 | 2979.HK | 万国黄金集团(并) | 材料 | 501802800 | 39.94 | | 3 | 1024.HK | 快手-W | 信息技术 | 32228490 | 21.85 | | 4 | 3968.HK | 招 ...

港股通50ETF（159712）领涨超1.2%，科技消费板块获资金关注。 国泰海通指出，科技制造板块中，电子行业获外资和融资资金显著流入，机械设备则出现明显流 出；TMT板块表现活跃，传媒行业外资小幅流入，计算机和通信行业融资资金流入居前。消费板块整 体承压，食品饮料行业外资持续流出，但ETF资金逆势流入。从全球资金流向看，外资边际流入新兴市 场，中国和韩国市场获外资增配，港股市场外资流入规模居前。 注：如提及个股仅供参考，不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考，不 预示未来表现。市场观点随市场环境变化而变动，不构成任何投资建议或承诺。文中提及指数仅供参 考，不构成任何投资建议，也不构成对基金业绩的预测和保证。如需购买相关基金产品，请选择与风险 等级相匹配的产品。基金有风险，投资需谨慎。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 港股通50E ...

Core Points - On December 1, the Hang Seng Index rose by 0.67%, closing at 26,033.26 points, with a net inflow of HKD 2.148 billion through the southbound trading channel [1] - The total trading volume for the southbound trading on December 1 was HKD 85.910 billion, with a net buying amount of HKD 2.148 billion [1] - In the Shanghai-Hong Kong Stock Connect, the trading volume was HKD 54.104 billion with a net selling of HKD 0.765 billion, while in the Shenzhen-Hong Kong Stock Connect, the trading volume was HKD 31.806 billion with a net buying of HKD 2.913 billion [1] Active Stocks Summary - Alibaba-W was the most actively traded stock in both the Shanghai and Shenzhen Connects, with a total trading amount of HKD 76.90 billion in Shanghai and HKD 33.84 billion in Shenzhen, and a net buying amount of HKD 5.44 billion and HKD 7.77 billion respectively, closing up by 2.24% [1][2] - Xiaomi Group-W and Meituan-W followed as the second and third most traded stocks in Shanghai, with trading amounts of HKD 29.10 billion and HKD 27.80 billion respectively, with Meituan-W closing down by 2.88% [1][2] - Tencent Holdings had the highest net selling amount of HKD 5.83 billion in Shanghai, while its stock price increased by 1.31% [1][2] - In the Shenzhen Connect, Tencent Holdings also had significant trading activity with a total amount of HKD 16.53 billion and a net buying of HKD 67.71 million [2]