Group 1 - Southbound funds recorded a net sell of HKD 20.441 billion in Hong Kong stocks on August 28, marking the largest single-day net sell in history [1] - Notable net buys included SMIC at HKD 0.892 billion, CanSino Biologics at HKD 0.511 billion, and Huahong Semiconductor at HKD 0.463 billion [1] - Major net sells included the Tracker Fund of Hong Kong at HKD 11.89 billion and Hang Seng China Enterprises at HKD 4.776 billion [1] Group 2 - SMIC reported a revenue of USD 4.456 billion for the first half of the year, a year-on-year increase of 22%, with a net profit of USD 0.32 billion, up 35.6% [5] - CanSino Biologics saw a revenue growth of 37.75% year-on-year, with a target price increase of 87.5% to HKD 225 by CICC [5] - Huahong Semiconductor achieved a revenue of HKD 8.018 billion, a 19.09% increase, but net profit fell by 71.95% to HKD 0.074 billion due to initial production costs and increased R&D expenses [6] Group 3 - Tencent Holdings repurchased 927,000 shares at a price range of HKD 590.500 to HKD 598.500, totaling HKD 0.551 billion on August 28 [6] - Since August 18, Tencent has repurchased a total of 8.272 million shares for a cumulative amount of HKD 4.956 billion [6] - Year-to-date, Tencent has conducted 71 repurchase transactions, totaling 9.716 million shares and HKD 44.999 billion [6] Group 4 - Xiaomi launched its new operating system, MIUI 3, with plans to roll out updates to various models starting August 29 [7]

Group 1 - Southbound funds net bought Hong Kong stocks worth 15.371 billion HKD today, with notable purchases including 5.55 billion in the Tracker Fund, 3.043 billion in Hang Seng China Enterprises, and 2.178 billion in Alibaba [1] - Southbound funds have continuously net bought Tencent for 9 days, totaling 6.92464 billion HKD, and Meituan for 6 days, totaling 4.83983 billion HKD [1] - Continuous net selling was observed in Xiaomi for 4 days, totaling 2.80031 billion HKD, and in SMIC for 3 days, totaling 2.45265 billion HKD [1] Group 2 - In the Shanghai Stock Connect, Alibaba saw a net purchase of 1.135 billion with a trading volume of 4.360 billion, while Tencent had a net purchase of 0.54 billion with a trading volume of 4.078 billion [3] - SMIC experienced a net selling of 5.86 billion with a trading volume of 6.799 billion, while Meituan had a net purchase of 1.192 billion with a trading volume of 2.581 billion [3] - The performance of various stocks showed fluctuations, with Alibaba and Tencent both experiencing slight declines of 0.2% and 1.7% respectively [3]

Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 51.66 billion today [1] - The top net purchases included Kuaishou-W at HKD 11.73 billion, SMIC at HKD 10.93 billion, and Meituan-W at HKD 10.09 billion [1] - Tencent Holdings saw a continuous net purchase for 6 days totaling HKD 60.3358 billion, while Meituan experienced net buying for 3 days totaling HKD 25.3526 billion [1] Group 2 - The Shanghai Stock Connect showed a net purchase of HKD 5.45 billion for Tencent Holdings with a price increase of 1.2% [3] - Alibaba-W had a net sell of HKD 1.02 billion despite a price increase of 2.0% [3] - Xpeng Motors-W faced a significant net sell of HKD 13.09 billion with a price drop of 13.6% [1][3]

Group 1 - Southbound funds recorded a net sell of HKD 14.682 billion in Hong Kong stocks today [1] - Notable net purchases included Tencent Holdings at HKD 969 million, Pop Mart at HKD 343 million, and Oriental Selection at HKD 302 million [1] - Significant net sells were observed in the Tracker Fund at HKD 10.32 billion, Hang Seng China Enterprises at HKD 5.727 billion, and Alibaba at HKD 527 million [1] Group 2 - Southbound funds have net bought Tencent for four consecutive days, totaling HKD 3.70154 billion [1] - In the Shanghai Stock Connect, the top net sell was in the Yi Gao Fund at HKD 6.681 billion, while the top net buy was in Oriental Gambling at HKD 304 million [3] - Pop Mart experienced a price increase of 12.5% with a net buy of HKD 606 million, while Xiaomi Group saw a slight increase of 0.3% with a net buy of HKD 651 million [3]

| | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净头入额(亿) | 成交额 | | 东方赌选 | -20.9% | -0.49 | 70.43 C | 东方鼎远 | -20.9% | -4.64 | 32.94 Z | | 益高基金 | -0.2% | 50.89 | 51.06 Z | 恒生中国企业 | -0.4% | 22.15 | 22.15 Z | | 腾讯控股 | 0.9% | 9.79 | 32.21 / | 图语非金 | -0.2% | 19.82 | 20.21 Z | | 阿里巴巴-W | -0.3% | -0.07 | 25.47 Z | 腾讯控股 | 0.9% | 0.46 | 20.18/Z | | 中芯国际 | -3.4% | 0.02 | 20.84 / | 阿里巴巴-W | -0.3% | 2.68 | 19.84 (Z | | 小米集团-W | -1.2% | 3.30 | 20.00亿 | 小米 ...

8月18日，南下资金净买入港股13.86亿港元。其中： 净买入中国人寿6.72亿港元、阿里巴巴-W 6.17亿港元、华虹半导体3.89亿港元、腾讯控股2.99亿港元、 东方甄选2.99亿港元、中芯国际1.62亿港元；净卖出盈富基金64.13亿港元、恒生中国企业14.45亿港元、 南方恒生科技5.73亿港元、小米集团-W 2.1亿港元、快手-W 1.49亿港元。 北水关注个股 中国人寿：据天眼查工商信息显示，近日，长沙聚财壹号股权投资基金合伙企业（有限合伙）成立，执 行事务合伙人为国寿置业投资管理有限公司，出资额8.01亿人民币，经营范围包括以私募基金从事股权 投资、投资管理、资产管理等活动。股权全景穿透图显示，该基金由财信吉祥人寿保险股份有限公司、 中国人寿旗下国寿置业投资管理有限公司共同出资。 据统计，南下资金已连续5日净买入中芯国际，共计10.3549亿港元；连续3日净买入阿里巴巴，共计 25.2673亿港元。 华虹半导体：中金发表研究报告指出，华虹半导体次季营收5.66亿美元，按年升18.3%，符合此前指引 的5.5至5.7亿美元区间；毛利率10.9%，按年升0.4个百分点，超出此前指引7%至9%；归母 ...

| | 丁胶地 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 腾讯控股 | 0.7% | -6.78 | 60.03 Z | 腾讯控股 | | 阿里巴巴-W | -1.5% | 1.42 | 36.89 Z | 中芯国际 | | 中心国际 | -0.1% | -0.93 | 36.59亿 | 阿里巴巴-W | | 南泰控股 | 11.6% | -1.34 | 29.34 Z | 面乘控股 | | 中国人寿 | 3.6% | 13.53 | 22.47 亿 | 美团-W | | 小米集团-W | -0.1% | 1.34 | 20.08亿 | 小米集团-W | | 美团-W | 0.1% | -1.41 | 16.33 Z | 三生制药 | | 国泰君安国际 | 1.1% | 0.21 | 15.49 Z | 康方生物 | | 华虹ま导体 | 3.0% | -0.56 | 14.38 Z | 华虹半导体 | | 理想汽车-W | -1.6% | 3.52 | 13.04亿 | 药明生物 | 格隆汇8月14日 ...

Group 1 - The core point of the news is that despite a significant rise in the Hong Kong stock market, southbound funds recorded a net sell-off of 8.277 billion HKD, indicating a potential shift in investor sentiment [1] - Southbound funds have consistently net bought Xiaomi for five consecutive days, totaling 3.31711 billion HKD, suggesting strong investor interest in the company [1] - The net buying and selling activities highlight specific stocks, with notable net purchases in companies like Innovent Biologics (709 million HKD) and Li Auto (366 million HKD), while significant net sell-offs were observed in the Tracker Fund of Hong Kong (6.85 billion HKD) and Tencent Holdings (2.5 billion HKD) [1][3] Group 2 - The data shows that Tencent Holdings experienced a 4.7% decline with a net sell-off of 1.81 billion HKD, while Alibaba saw a 6.1% drop with a net sell-off of 5.25 billion HKD [3] - The Tracker Fund of Hong Kong had a significant net sell-off of 4.6 billion HKD, indicating a bearish sentiment towards this fund [3] - In contrast, companies like Innovent Biologics and Li Auto saw positive movements, with net purchases of 709 million HKD and 1.12 billion HKD respectively, reflecting a more favorable outlook from investors [3]

Group 1 - Southbound funds net bought HKD 6.271 billion in Hong Kong stocks today [1] - Notable net purchases include Alibaba-W at HKD 730 million, Tracker Fund at HKD 683 million, and Xiaomi Group-W at HKD 472 million [1] - Southbound funds have net bought Tencent for 12 consecutive days, totaling HKD 6.47567 billion [1] Group 2 - Significant net sales were observed in SMIC at HKD 426 million, Hua Hong Semiconductor at HKD 335 million, and Hutchison China MediTech at HKD 158 million [1] - Alibaba-W has seen net purchases for 5 consecutive days, amounting to HKD 3.33906 billion [1]

Group 1: Market Activity - Net purchases included Xiaomi Group-W at 1.722 billion, SMIC at 499 million, Alibaba-W at 492 million, Tencent Holdings at 426 million, and Huahong Semiconductor at 372 million [1] - Southbound funds have net bought Tencent for 11 consecutive days, totaling 6.3707 billion HKD; Alibaba for 4 consecutive days, totaling 2.60865 billion HKD; and SMIC for 4 consecutive days, totaling 1.45077 billion HKD [1] Group 2: Company Performance - Xiaomi Group-W is expected to report Q2 2025 earnings on August 19, with smartphone shipments projected to be slightly below previous forecasts, primarily due to a 25% year-on-year decline in the Indian market; global market share reached a historical high of 15% at the cost of declining gross margins [5] - SMIC reported Q2 revenue of 2.209 billion USD, a year-on-year increase of 16.2% but a quarter-on-quarter decrease of 1.7%; Q3 revenue is expected to grow by 5%-7% quarter-on-quarter, with gross margin projected between 18%-20% [6] - Alibaba-W's Tongyi Qianwen released new smaller models, indicating ongoing innovation in AI [6] - Morgan Stanley noted that Pop Mart's platform value may be underestimated, highlighting potential for cultural diversity in its IP and product offerings over the next 3-5 years [6]