业绩方面，6月25日，商晋景新能发布了2025财年(截至3月31日止12个月)的业绩公告。数据显示，公司 报告期内的收入约为8.7亿(港元，下同)，同比大增92.3%。若剔除若干项不反映业务持续经营表现的一 次性开支后，晋景新能2025财年已实现盈利。报告期内，晋景新能的经调整EBITDA录得盈利4476.4万 元。 智通财经APP获悉，8月22日，恒生指数公司公布最新季检结果，其中晋景新能(01783)获纳入恒生综合 指数成份股，所有变动将于2025年9月5日(星期五)收市后实施并于2025年9月8日(星期一)起生效。此 前，瑞银、中金及申万宏源预计晋景新能有望纳入港股通名单标的。 分析人士指出，一旦入港股通，晋景新能将直接解锁内地资金的流入通道，有望获得更多南向资金的关 注、青睐，以及被动资金如指数基金的增配，短期流动性便将显著提升。 ...

Group 1 - The core point of the article is that Huiju Technology (01729) is experiencing a significant stock price increase, attributed to positive earnings expectations and potential inclusion in the Hang Seng Index [1] - Huiju Technology's stock rose over 6% in the afternoon, with a current price of 12.08 HKD and a trading volume of 91.675 million HKD [1] - The company has issued a profit warning, expecting a year-on-year profit growth of approximately 50% to 60% for the first half of the year, driven by increased sales orders in the data center segment of its wire components [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 is closely monitored by investors [1] - There is a strong possibility that Huiju Technology will be included in the Hang Seng Composite Small Cap Index, meeting the requirement of a market capitalization greater than 5 billion HKD, which may lead to its inclusion in the Stock Connect list [1] - Guotai Junan Securities expresses optimism regarding the company's potential inclusion in the Stock Connect list [1]

Core Viewpoint - 汇聚科技预计上半年纯利将同比增长约50%至60%，主要受益于电线组件分部内数据中心销售订单的增加 [1] Group 1: Company Performance - 汇聚科技股价在午后交易中上涨超过6%，截至发稿时涨幅为5.59%，报12.08港元，成交额为9167.5万港元 [1] - 公司将于8月28日召开董事会会议以审批中期业绩 [1] - 公司此前发布盈喜，预计上半年纯利将同比录得约50%至60%的增长 [1] Group 2: Market Impact - 恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月8日生效 [1] - 恒生综合指数的变动将影响港股通名单，投资者对此高度重视 [1] - 国金证券指出，汇聚科技有望被纳入恒生综合小型股指数，并满足流通市值大于50亿港元的标准 [1] - 国证国际也看好公司进入港股通名单 [1]

嘉实基金发布公告称，旗下两只港股通ETF——港股通消费ETF（520620）与港股通科技ETF嘉实 （520670）将于今日在上海证券交易所上市。 港股通，代表着上交所、深交所分别和港交所互联互通，内地与香港投资者可以互相买卖在对方交易所 上市的部分股票。一只港股股票被纳入港股通，意味着内地投资者不需要开通港股账户，即可直接在内 地交易所交易。港股通ETF可投资港股通标的范围内的股票，优势是不占用外汇额度。 （文章来源：21世纪经济报道） 同日上市的港股通科技ETF嘉实（520670）追踪恒生港股通科技主题指数（HSSCITI.HI），反映能通过 港股通买卖，且全部为科技主题相关的香港上市公司表现。从编制方案看，该指数以"科技主题"和"成 长性"为核心标尺，从港股通标的中选择具备成长潜力的企业，优先纳入市值较大的龙头企业，如快 手、中芯国际、小米等。Wind数据显示，截至8月15日，恒生港股通科技主题指数近一年涨幅高达 93.86%。 展望未来，在内外共振下，港股依旧值得期待。凭借投资门槛低、流动性强、交易便捷，且不受QDII 额度限制等优势，以港股通消费ETF（520620）与港股通科技ETF嘉实（5206 ...

Group 1: Top Net Buy/Sell Companies - The top net buy company is Xiaomi Group-W (1810.HK) with a net buy amount of 3.385 billion CNY, representing a holding change of 64,050,171 shares[9] - Alibaba-W (9988.HK) ranks second with a net buy amount of 1.383 billion CNY, with a holding change of 11,710,368 shares[9] - The top net sell company is Yingfu Fund (2800.HK) with a net sell amount of -6.188 billion CNY, reflecting a holding change of -239,840,000 shares[10] Group 2: Industry Distribution of Net Buy/Sell - The report highlights the distribution of net buy/sell across various industries, indicating significant activity in the Information Technology sector[12] - Financial services also show notable net buy activity, particularly with China Life (2628.HK) and AIA Group (1299.HK)[12] - The Medical Care sector has seen mixed results, with notable net buys for companies like Zai Lab (9688.HK) and net sells for WuXi Biologics (2269.HK)[12] Group 3: Active Stocks - The most active stock in the Shanghai-Hong Kong Stock Connect is Yingfu Fund (2800.HK) with a total trading volume of 8.120 billion CNY and a net buy of 8.110 billion CNY[19] - Alibaba-W (9988.HK) also remains active with a total trading volume of 4.998 billion CNY and a net buy of 0.560 billion CNY[19] - Tencent Holdings (0700.HK) shows significant trading activity with a total volume of 6.003 billion CNY but a net sell of -0.678 billion CNY[20]

Group 1: Market Overview - The A-share market experienced a significant surge on August 18, with the Shanghai Composite Index reaching a nearly 10-year high, closing at 3728.03 points, up 0.85% [1] - The total trading volume in the Shanghai and Shenzhen markets hit a new annual high of 2.76 trillion yuan, with over 4000 stocks rising [1] - The market focus shifted towards AI hardware and large financial sectors, indicating a strong interest in AI-related investments [1] Group 2: Fund News - On August 18, 65 new funds were launched, primarily stock and ETF linked funds, with the Huaxia SSE Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme ETF Link C aiming to raise 8 billion yuan [2] - Over 95% of Fund of Funds (FOF) reported positive returns year-to-date, with 36 products exceeding a 20% return, particularly those heavily invested in Hong Kong's innovative pharmaceutical and technology sectors [2] - The issuance of new funds has increased, with 45 new funds starting fundraising from August 18 to 24, marking a 36.36% week-on-week increase [2] Group 3: ETF Insights - The Jiashi Fund's Hong Kong Stock Connect Consumer ETF and Technology ETF officially launched on August 19, allowing mainland investors to trade Hong Kong stocks without opening a separate account [3] - The Hong Kong Stock Connect Consumer ETF has seen a 42.30% increase over the past year, while the Technology ETF has surged by 93.86%, highlighting their growth potential [3] - The Hong Kong market showed mixed performance on August 18, with the innovative pharmaceutical sector gaining traction, particularly after the National Healthcare Security Administration's announcement regarding the adjustment of drug directories [3] Group 4: Fund Performance - The best-performing fund on August 18 was the Xinhua Strategy Selected Stock Fund, with a daily growth rate of 7.0792%, followed closely by the Xinhua Trend Navigation Mixed Fund at 7.0644% [6][7] - Among stock funds, the top performers included the Bosera North Certificate 50 Index Initiating C and A, both showing growth rates above 6.5% [8] - In the bond fund category, the South China Changyuan Convertible Bond A led with a daily growth rate of 2.3540% [7]

Group 1 - On August 18, 2025, the top three companies by trading volume in the Southbound Stock Connect were Yingfu Fund (02800) with 4.148 billion, Tencent Holdings (00700) with 3.654 billion, and Hua Hong Semiconductor (01347) with 3.365 billion [1] - In the Southbound Stock Connect for the Shenzhen-Hong Kong Stock Connect, the top three companies were Hua Hong Semiconductor (01347) with 2.360 billion, Yingfu Fund (02800) with 2.301 billion, and Tencent Holdings (00700) with 2.214 billion [1] Group 2 - In the Southbound Stock Connect, the most active companies included Yingfu Fund (02800) with a trading amount of 4.148 billion and a net buy amount of -4.130 billion, Tencent Holdings (00700) with 3.654 billion and a net buy amount of +1.098 billion, and Hua Hong Semiconductor (01347) with 3.365 billion and a net buy amount of +0.966 billion [2] - In the Shenzhen-Hong Kong Stock Connect, Hua Hong Semiconductor (01347) had a trading amount of 2.360 billion with a net buy amount of -0.577 billion, Yingfu Fund (02800) had 2.301 billion with a net buy amount of -2.283 billion, and Tencent Holdings (00700) had 2.214 billion with a net buy amount of -0.798 billion [2]

周六福(06168)午后涨超10%，截至发稿，涨8.2%，报47.48港元，成交额9423.78万港元。 消息面上，周六福拟8月22日(本周五)举行董事会会议以审批中期业绩。国海证券此前指，周六福以加 盟模式低成本快速扩张，加盟店占比高达98%，盈利能力领先同行。截至2024年12月31日周六福门店总 数4129家，其中加盟店占比约98%，三线及低线城市门店占比55.1%，深度覆盖下沉市场。加盟业务采 用"产品销售+服务收费"双轨模式，2024年服务费占加盟店总营收29.4%，服务费毛利率高达97.1%，驱 动公司整体毛利率达25.9%，显著领先老凤祥、中国黄金（600916）等同行。 此外，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生 效，据华泰证券预测，周六福有望于9月被纳入港股通范围。中信证券认为，周六福凭借以整合研发、 指定供应商供货为主的轻资产模式、较同行更具吸引力的加盟政策，迅速发展，当前大众珠宝市场趋于 轻量化、时尚化，公司的轻资产模式较好保障了效率，同时公司兼顾创新，未来计划着力提升品牌势 能，深挖海内外黄金珠宝消费市场。 ...

周六福(06168)午后涨超10%，截至发稿，涨8.2%，报47.48港元，成交额9423.78万港元。 此外，恒指公司将于8月22日发布上半年检讨结果，相关变动将于9月5日收市后实施并于9月8日起生 效，据华泰证券预测，周六福有望于9月被纳入港股通范围。中信证券认为，周六福凭借以整合研发、 指定供应商供货为主的轻资产模式、较同行更具吸引力的加盟政策，迅速发展，当前大众珠宝市场趋于 轻量化、时尚化，公司的轻资产模式较好保障了效率，同时公司兼顾创新，未来计划着力提升品牌势 能，深挖海内外黄金珠宝消费市场。 本文源自：智通财经网 消息面上，周六福拟8月22日(本周五)举行董事会会议以审批中期业绩。国海证券此前指，周六福以加 盟模式低成本快速扩张，加盟店占比高达98%，盈利能力领先同行。截至2024年12月31日周六福门店总 数4129家，其中加盟店占比约98%，三线及低线城市门店占比55.1%，深度覆盖下沉市场。加盟业务采 用"产品销售+服务收费"双轨模式，2024年服务费占加盟店总营收29.4%，服务费毛利率高达97.1%，驱 动公司整体毛利率达25.9%，显著领先老凤祥、中国黄金等同行。 ...

浙商证券发布研报称，公司运营网络已覆盖全国136座城市，以轻资产模式进军85个新城市，即向当地 运力合作伙伴销售定制车，并激励其向曹操出行平台提供出行服务。公司开放全产业链生态合作，2024 年末全模式合作商家超1000家，合作伙伴收入年同比+34%，计划2025年新开200城。该行认为，公司依 托吉利生态，凭借"定制车+轻资产扩张"已稳居网约车行业第二，并有望在即将到来的Robotaxi商业化 浪潮中抢占先机，打开中长期估值空间。 东吴证券(国际)指出，曹操出行与吉利集团的战略协同在定制车领域形成独特竞争优势，公司定制车车 队规模居行业首位，定制车通过TCO(总持有成本)优化及体验升级，支撑平台在司机留存、用户满意度 等方面的核心竞争力，成为驱动公司网约车业务持续增长的关键引擎。该行续指，此前摩根大通预测曹 操出行有望于9月8日被纳入港股通名单，允许内地投资者参与交易，有望带来显著资金增量。 曹操出行(02643)涨超8%，盘中高见68.5港元再创上市新高。截至发稿，涨8.08%，报66.25港元，成交 额4768.6万港元。 本文源自：智通财经网 ...