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HK Bull/Bear Outstanding Qty Ratio(58:42) | February 22nd

As of February 22, the latest bull-bear street ratio of the Hang Seng Index is 58:42. The data from the CITIC SEC bull-bear certificate street distribution chart shows that the heavy bear certificate area is in the range of 23500-23599, with 1001 new bear certificates in this range, an increase of 494 from the previous trading day; the area with the most new additions is the range of 23600-23699, with 860 new bear certificates in this range, an increase of 679 from the previous trading day. The heavy bull certificate area is in the range of 22100-22199, with 421 new bull certificates in this range, a decrease of 792 from the previous trading day; the area with the most new additions is the range of 22800-22899, with 255 new bull certificates in this range, an increase of 255 from the previous trading day.

49 min ago

Schroders PLC reduces its holdings in CHOW SANG SANG (00116) by 312,000 shares, with each share priced at approximately HK$6.71.

According to the latest information from the Hong Kong Stock Exchange, on February 19, Schroders PLC reduced its holdings of CHOW SANG SANG (00116) by 312,000 shares, with a price of 6.7116 Hong Kong dollars per share, totaling approximately 2.094 million Hong Kong dollars. After the reduction, the latest number of shares held is approximately 40,308,400 shares, with a current shareholding ratio of 5.99%.

21/02/2025

Kunlun Group Limited increased its holdings in INKEVERSE (03700) by 10 million shares at a price of HK$1.8808 per share.

According to the latest data from the Hong Kong Stock Exchange, on February 20, Kunlun Group Limited increased its stake in INKEVERSE (03700) by 10 million shares, with a price of 1.8808 Hong Kong dollars per share, for a total amount of 18.808 million Hong Kong dollars. After the increase, the latest total number of shares held is approximately 317 million shares, and the latest shareholding ratio is 16.35%.

21/02/2025

Zhu Yuxin increased his holdings in Future World (00572) by 23.18 million shares at a price of 0.6 Hong Kong dollars per share.

According to the latest information from the Hong Kong Stock Exchange, on February 21st, Zhu Yuxin increased his holdings in Futuris World (00572) by 23,188,300 shares at a price of 0.6 Hong Kong dollars per share, with a total amount of 13.91 million Hong Kong dollars. After the increase, the latest number of shares held is approximately 44,888,300 shares, with a latest shareholding ratio of 16.12%.

21/02/2025

Du Huiyan reduced his holdings of RA SILK ROAD (00274) by 5.12 million shares at a price of HK$0.0325 per share.

According to the latest information from the Hong Kong Stock Exchange, on February 3, Du Huiyan reduced her holdings of RA SILK ROAD (00274) by 5.12 million shares, with a price of 0.0325 Hong Kong dollars per share, totaling 166,400 Hong Kong dollars. After the reduction, the latest number of shares held is approximately 104 million shares, with a latest ownership percentage of 17.89%.

21/02/2025

Ping An Asset Management Co., Ltd. increased its stake in China Merchants Bank (03968) by 8,782,500 shares at an average price of approximately HK$44.60 per share.

According to the latest information from the Hong Kong Stock Exchange, on February 19th, Ping An Asset Management Co., Ltd. increased its holdings of China Merchants Bank (03968) by 8,782,500 shares, priced at 44.5958 Hong Kong dollars per share, with a total amount of approximately 392 million Hong Kong dollars. After the increase, the latest number of shares held is approximately 323 million shares, with a latest shareholding ratio of 7.03%.

21/02/2025

Ping An Asset Management Co., Ltd. increased its holdings in Agricultural Bank of China (01288) by approximately 131 million shares, with a price of about HK$4.53 per share.

According to the latest information from the Hong Kong Stock Exchange, on February 19, Ping An Asset Management Co., Ltd. increased its holdings of Agricultural Bank Of China (01288) by 131,329,000 shares, with a price of 4.5291 Hong Kong dollars per share, for a total amount of approximately 595 million Hong Kong dollars. After the increase, the latest number of shares held is approximately 2.478 billion shares, with a latest shareholding ratio of 8.06%.

21/02/2025

Ping An Asset Management Co., Ltd. increased its holdings of Postal Savings Bank of China (01658) by 17.25 million shares at a price of approximately HKD 4.92 per share.

According to the latest data from the Hong Kong Stock Exchange, on February 19th, Ping An Asset Management Co., Ltd. increased its holdings of Postal Savings Bank of China (01658) by 17.256 million shares, with a price of 4.9214 Hong Kong dollars per share, totaling approximately 84.9237 million Hong Kong dollars. After the increase, the latest number of shares held is approximately 1.394 billion shares, with a latest shareholding ratio of 7.02%.

21/02/2025

Fidelity International increases its stake in YIHAI INTL (01579) by 1,072,000 shares at a price of approximately HK$14.11 per share.

According to the latest data from the Hong Kong Stock Exchange, on February 18th, Fidelity International increased its holding of YIHAI INTL (01579) by 1.072 million shares, at a price of 14.1116 Hong Kong dollars per share, totaling approximately 15.1276 million Hong Kong dollars. After the increase, the latest number of shares held is 52.026 million shares, with a new holding ratio of 5.02%. This transaction involves other related parties: Pandanus Associates Inc. and Pandanus Partners L.P.

21/02/2025

Northbound funds | Northbound trading saw a net buying of 14.035 billion yuan, Alibaba's (09988) financial report and AI guidance exceeded expectations, and Northbound trading strove to raise over 6.2 billion Hong Kong dollars throughout the day.

In the Hong Kong stock market on February 21, Beishui had a net purchase of 14.035 billion Hong Kong dollars, with a net purchase of 8.648 billion Hong Kong dollars through the Shanghai-Hong Kong Stock Connect and a net purchase of 5.386 billion Hong Kong dollars through the Shenzhen-Hong Kong Stock Connect. The stocks with the most net purchases by Beishui were BABA-W (09988), Semiconductor Manufacturing International Corporation (00981), China Mobile Limited (00941). The stocks with the most net sales by Beishui were ZTE Corporation (00763), China United Network Communications (00762). Active trading stocks through the Shanghai-Hong Kong Stock Connect Active trading stocks through the Shenzhen-Hong Kong Stock Connect BABA-W (09988) received a net purchase of 6.254 billion Hong Kong dollars. On the news front, Alibaba released its third quarter financial results, with revenue of 280.15 billion yuan, an 8% year-on-year increase; net profit of 46.434 billion yuan, a 333% year-on-year increase. Alibaba Group's CEO, Wu Yongming, stated that the company's investment in cloud and AI infrastructure in the next three years is expected to exceed the total of the past decade. Daiwa Securities stated that the group's capital expenditure will exceed that of its peers, which will help win market share in cloud business in the coming years and will continue to drive the revaluation of its cloud business. China International Capital Corporation pointed out that Alibaba AI Cloud will become the focus, and the group's future investment in AI Cloud indicates the company's confidence in maintaining its leading position in the AI Cloud field under increasing demand. Beishui is bullish on chip stocks, with Semiconductor Manufacturing International Corporation (00981) and HUA HONG SEMI (01347) receiving net purchases of 1.087 billion and 73.84 million Hong Kong dollars, respectively. On the news front, Alibaba announced an increase in AI-related investments, with Morgan Stanley believing that other internet giants would also increase spending. Guotai Junan believes that with the intensification of the AI competition, the industry is accelerating its development, and chip manufacturing is currently the main bottleneck in China's AI industry, and is expected to gradually break through as the industry chain matures. Telecom stocks show differentiation, with China Mobile Limited (00941) receiving a net purchase of 796 million Hong Kong dollars. China United Network Communications (00762) and ZTE Corporation (00763) both surged by over 15%, with some Beishui funds selling high, with net sales of 45.67 million and 197 million Hong Kong dollars, respectively. On the news front, Huatai pointed out that the State-Owned Assets Supervision and Administration Commission may establish a national data group to explore commercial operation modes of data resources, combining the recent incident of operators accessing DeepSeek to make two major prospects for the future: from the perspective of operators, their massive high-quality data resources may bring monetization value; in terms of combining operator AI business, the opening of operator data can also help models like DeepSeek with training iterations, and the commercialization process of AI in the future may accelerate. KUAISHOU-W (01024) received a net purchase of 342 million Hong Kong dollars. On the news front, the video editing software Kuaiying under Kuaishou officially accessed DeepSeek-R1 full version, becoming one of the first video editing tools to access DeepSeek capabilities in the industry. UBS previously pointed out that Kuaishou has made significant progress in AI investments, especially in video generation capabilities, with the Lingda model leading globally, and the management plans to increase investment in AI this year to improve operational efficiency and capture future business opportunities. Tencent (00700) received a net purchase of 324 million Hong Kong dollars. According to the Tencent Enterprise WeChat public account on February 21st, Tencent Enterprise WeChat announced the access to DeepSeek. This is another major upgrade for Tencent in its AI layout after WeChat access to DeepSeek, which means that Tencent Group's dual layout in personal social networks and industry internet, and the value of the WeChat ecosystem will be further enhanced. KINGSOFT CLOUD (03896) received a net purchase of 221 million Hong Kong dollars. On the news front, Goldman Sachs released a research report stating that the rise in the stock price of KINGSOFT CLOUD is attributed to investors' reaction stronger than expected to the following factors, including the framework agreement signed between the company and affiliated parties Xiaomi and KINGSOFT for 2025 to 2027; Xiaomi's increased investment in artificial intelligence; the company's launch of various artificial intelligence models, reducing the cost of artificial intelligence training and inference, etc. Huafu Securities believes that "XIAOMI + KINGSOFT CLOUD" benchmarks Tesla + xAI, with outstanding advantages in AI terminal traffic. In addition, MEITUAN-W (03690) and ALI HEALTH (00241) received net purchases of 350 million and 29.4 million Hong Kong dollars, respectively.

21/02/2025

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