本文源自：金融界 作者：行情君 8月25日消息，截至当日收盘，中华港股通价值指数报3615.8点，上涨75点，涨幅2.12%。今日最高 3617.34点，今日最低3579.87点。 据了解，中华港股通价值指数选股范畴包括：在港股主板上市的股票中，选取盈利高、流动性好的40 只。 中华港股通价值指数于2018年12月28日推出，指数基值2000点，成份股数目40只。 ...

晋景新能(01783)盘中涨超8%，截至发稿，涨6.3%，报8.1港元，成交额1067.65万港元。 消息面上，8月22日盘后，恒生指数公司公布了其定期的半年度指数调整结果，其中晋景新能获纳入恒 生综合指数成分股，变动将于9月5日收市后实施并于9月8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。 ...

碧桂园同时表示，已获得持有大量现有债务的债权人大力支持，公司正与项目小组及协调委员会就正式 文件紧密合作，力争在2025年年底前完成建议重组。公告透露，超过77%的现有美元票据持有人及Ever Credit双边贷款下的现有贷款人已签署重组支持协议。 8月22日，恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果，其中碧桂园(02007)获 纳入恒生综合指数，变动将于9月5日(星期五)收市后实施并于9月8日(星期一)起生效，届时沪深交易所 会相应调整港股通可投资标的范围。据华泰证券研报，碧桂园有可能被调入港股通，因其满足了包括市 值、流动性和上市时间等在内的一系列标准。 近日，碧桂园发布公告，公司就境外债务重组建议已与银行协调委员会协定主要条款，协调委员会占现 有银团贷款本金总额的49%，其成员已加入重组支持协议，或正履行内部程序以取得加入批准。 ...

此前，南山铝业国际发布公告，于2025年7月24日(授出日期)，公司根据公司股东于2025年3月10日批准 的购股权计划(购股权计划)，向155名合资格参与者(承授人)提呈授出合共2617万份购股权，以认购公司 股本中合共2617万股每股0.0000002美元的普通股(股份)，惟须待各承授人于接纳购股权时支付1.00港 元。 8月22日，恒生指数公司宣布截至2025年6月30日之恒生指数系列季度检讨结果，其中南山铝业 （600219）国际(02610)获纳入恒生综合指数，变动将于9月5日(星期五)收市后实施并于9月8日(星期一) 起生效，届时沪深交易所会相应调整港股通可投资标的范围。据华泰证券研报，南山铝业国际有可能被 调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

消息面上，汇聚科技将于8月28日召开董事会会议以审批中期业绩。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。此次增长主要是由于电线组件分部内数据中心的销售订单增加，从 而推动了公司的收入。 值得注意的是，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。由于恒生综合 指数的变动将影响港股通名单，其变动受到投资者的高度重视。国金证券则指出，汇聚科技有望被纳入 恒生综合小型股指数，且满足流通市值大于50亿港元的标准，进而有望进入港股通名单。国证国际也看 好公司进入港股通名单。 智通财经APP获悉，汇聚科技(01729)午后涨超6%，截至发稿，涨5.59%，报12.08港元，成交额9167.5万 港元。 ...

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 - 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]

值得注意的是，立讯精密（002475）拟发行H股赴港上市，深化全球化战略布局。公开资料显示，2022 年2月，立讯精密通过其子公司香港立讯精密有限公司收购汇聚科技，收购完成后，立讯精密持有汇聚 科技74.67%的股权。此外，华泰证券预计19只股份或于9月初被纳入港股通，其中包括汇聚科技。 汇聚科技(01729)涨超5%，高见11.48港元再创历史新高。截至发稿，涨5.52%，报11.47港元，成交额 3980.51万港元。 消息面上，汇聚科技发布公告，预计截至2025年6月30日止六个月的纯利将较2024年中期报告所披露的 纯利录得约50%至60%的增长。此次增长主要是由于电线组件分部内数据中心的销售订单增加，从而推 动了公司的收入。 ...

据统计，本周（8月4日至8月10日）南向资金净流入217.51亿港元，环比下降63.15%，今年以来累计净 流入达到9008亿港元，首次突破9000亿港元。中银国际研报认为，随着港股通制度的不断深化，内地南 下资金已成为港股市场重要增量资金来源，特别偏好中概股这类具有中资背景、符合新经济方向的标 的。相较于美股对中概股在信息披露、审计合规等方面的制度性打压，港股被视为更具制度包容性与政 策安全感的资本港湾，因而形成一定的估值溢价预期。从成交净买入金额来看，大型科技股均获得南向 资金加仓。其中，阿里巴巴-W本周获南向资金净买入金额最高，达到33.39亿港元，已连续4周获南向 资金持股量增长，最新持股量为15.79亿股，占港股总股数的8.26%。另外腾讯控股、小米集团-W、中 芯国际净买入金额均在10亿港元以上。 ...

Group 1 - The fund is named "Bank of China CSI Hong Kong Stock Connect Internet Index Fund" and has been approved for registration by the China Securities Regulatory Commission [1][10] - The fund is an open-ended, equity-type index fund that aims to closely track the performance of its benchmark index [10][13] - The fund's investment scope includes constituent stocks of the benchmark index, Hong Kong Stock Connect stocks, and other financial instruments as permitted by regulations [14][15] Group 2 - The fund's subscription period is from August 13, 2025, to August 13, 2025, with a minimum total subscription amount of 10 million units [19][20] - Investors can subscribe through various sales channels, including direct sales by the fund management company and other designated sales institutions [22][40] - The fund offers two classes of shares: Class A, which charges a subscription fee, and Class C, which does not charge a subscription fee but deducts service fees from the fund's assets [17][26] Group 3 - The fund management company is Bank of China Investment Management Co., Ltd., and the custodian is Ningbo Bank Co., Ltd. [1][46] - The fund's assets must maintain at least 80% in stocks, including depositary receipts, and at least 5% in cash or short-term government bonds [15][14] - The fund may participate in financing and securities lending activities as permitted by law and the fund contract [15][9]