| 代码 | 简称 | Δ持股(万股) | Δ占比(pp) | 增减持市值(亿) | 期末市值(亿) | 期末占比% |
|---|---|---|---|---|---|---|
| 00100 | MINIMAX-W | +3493 | +9.99 | +88.99 | 89.0 | 9.99% |
| 03308 | 中际旭创 | +511 | +8.14 | +58.73 | 58.7 | 8.14% |
| 01299 | 友邦保险 | +7441 | +0.71 | +56.37 | 280.1 | 3.49% |
| 00700 | 腾讯控股 | +1229 | +0.11 | +55.61 | 4585.8 | 11.82% |
| 06869 | 长飞光纤光缆 | +2963 | +7.02 | +45.71 | 383.8 | 49.36% |
| 09888 | 百度集团-W | +3287 | +1.19 | +28.71 | 28.7 | 1.19% |
| 02513 | 智谱 | +248 | +0.05 | +24.62 | 209.5 | 10.75% |
| 02922 | 伟禄科技股份 | +68882 | +11.92 | +21.08 | 21.1 | 11.92% |
| 01810 | 小米集团-W | +6238 | +0.31 | +16.59 | 1323.2 | 19.64% |
| 01378 | 中国宏桥 | +6907 | +0.71 | +15.89 | 247.8 | 11.55% |
| 00386 | 中国石油化工股份 | +35500 | +1.50 | +15.74 | 318.6 | 29.73% |
| 02269 | 药明生物 | +3218 | +0.72 | +15.44 | 515.3 | 24.74% |
| 01024 | 快手-W | +3946 | +0.91 | +14.63 | 264.2 | 20.38% |
| 01288 | 农业银行 | +23541 | +0.76 | +14.34 | 1002.1 | 51.57% |
| 00883 | 中国海洋石油 | +5932 | +0.12 | +13.98 | 2544.9 | 22.41% |
| 03696 | 英矽智能 | +2791 | +4.79 | +13.84 | 85.7 | 27.37% |
| 02318 | 中国平安 | +2412 | +0.33 | +13.26 | 516.5 | 13.11% |
| 00175 | 吉利汽车 | +7522 | +0.69 | +12.95 | 201.5 | 11.60% |
| 01787 | 山东黄金 | +5557 | +5.58 | +12.84 | 132.3 | 57.04% |
| 09999 | 网易 | +629 | +0.20 | +12.28 | 113.1 | 1.89% |
| 代码 | 简称 | Δ持股(万股) | Δ占比(pp) | 增减持市值(亿) | 期末市值(亿) | 期末占比% |
|---|---|---|---|---|---|---|
| 00981 | 中芯国际 | -5426 | -0.64 | -35.08 | 1528.7 | 28.60% |
| 01347 | 华虹宏力 | -8475 | -6.60 | -106.53 | 334.1 | 15.71% |
| 02513 | 智谱 | +248 | +0.05 | +24.62 | 209.5 | 10.75% |
| 03696 | 英矽智能 | +2791 | +4.79 | +13.84 | 85.7 | 27.37% |
| 03986 | 兆易创新 | +39 | +1.18 | +1.95 | 77.6 | 50.02% |
| 06082 | 壁仞科技 | -421 | -0.31 | -1.55 | 42.6 | 9.28% |
| 06809 | 澜起科技 | -123 | -1.62 | -3.30 | 47.4 | 23.36% |
| 09660 | 地平线机器人-W | +5417 | +0.33 | +2.47 | 139.2 | 21.11% |
| 09903 | 天数智芯 | -65 | -0.26 | -1.95 | 21.9 | 6.70% |
| 代码 | 简称 | Δ持股(万股) | Δ占比(pp) | 增减持市值(亿) | 期末市值(亿) | 期末占比% |
|---|---|---|---|---|---|---|
| 01347 | 华虹宏力 | -8475 | -6.60 | -106.53 | 334.1 | 15.71% |
| 01801 | 信达生物 | -5571 | — | -53.21 | 417.4 | — |
| 06160 | 百济神州 | -2360 | -1.53 | -49.68 | 199.7 | 6.13% |
| 03690 | 美团-W | -5447 | -0.87 | -44.97 | 839.0 | 18.63% |
| 01093 | 石药集团 | -42495 | -3.69 | -37.27 | 252.2 | 24.72% |
| 00981 | 中芯国际 | -5426 | -0.64 | -35.08 | 1528.7 | 28.60% |
| 02099 | 中国黄金国际 | -1175 | -2.96 | -27.07 | 195.8 | 20.01% |
| 02628 | 中国人寿 | -7497 | -1.00 | -21.53 | 591.3 | 27.74% |
| 00941 | 中国移动 | -2616 | -0.13 | -21.06 | 2278.1 | 13.25% |
| 01398 | 工商银行 | -26184 | -0.31 | -19.19 | 2693.1 | 41.25% |
| 01530 | 三生制药 | -11301 | -4.44 | -19.18 | 149.0 | 36.72% |
| 02259 | 紫金黄金国际 | -1308 | -0.49 | -19.10 | 148.6 | 3.57% |
| 02319 | 蒙牛乳业 | -9717 | -2.51 | -17.83 | 70.2 | 10.01% |
| 02359 | 药明康德 | -875 | -2.66 | -17.08 | 107.5 | 9.68% |
| 00762 | 中国联通 | -26891 | -0.87 | -16.47 | 206.9 | 11.54% |
最近 30 个交易日南向资金累计净买入 357.8 亿港元，其中 21 天净流入、9 天净流出，日均 +11.9 亿。
互联网/科技板块南向增减持市值月内 +33.9 亿元，跟踪标的中 4 只被增持、3 只被减持。
半导体/芯片板块南向增减持市值月内 -146.5 亿元，跟踪标的中 1 只被增持、5 只被减持。
MINIMAX-W、中际旭创、友邦保险 增减持市值居前，是本月南向资金重点收集的方向。
华虹宏力、信达生物、百济神州 增减持市值居后，南向资金持续撤出。
跟踪 9 只 AI/芯片标的，4 只被增持，合计增减持市值 -105.5 亿元。
跟踪 8 只医药标的，2 只被增持，合计增减持市值 -46.2 亿元。
| 日期 | 净买入(亿) | 买入额(亿) | 卖出额(亿) | 累计净买(万亿) | HS300涨跌 |
|---|---|---|---|---|---|
| 2026-08-07 | -7.78 | 637.4 | 645.1 | 5.4765 | +0.54% |
| 2026-08-10 | +20.21 | 550.2 | 530.0 | 5.4785 | +1.05% |
| 2026-08-11 | -13.76 | 460.8 | 474.6 | 5.4772 | -1.10% |
| 2026-08-12 | -29.06 | 461.5 | 490.5 | 5.4742 | -0.83% |
| 2026-08-13 | +36.67 | 618.5 | 581.8 | 5.4779 | -0.17% |
| 2026-08-14 | -13.16 | 579.1 | 592.2 | 5.4766 | -1.10% |
| 2026-08-17 | +30.77 | 493.6 | 462.9 | 5.4797 | +1.34% |
| 2026-08-18 | +140.02 | 660.0 | 520.0 | 5.4937 | +0.07% |
| 2026-08-19 | -106.21 | 492.2 | 598.4 | 5.4831 | +0.09% |
| 2026-08-20 | -104.12 | 543.9 | 648.0 | 5.4726 | +0.80% |
| 2026-08-21 | -76.30 | 463.9 | 540.2 | 5.4650 | +1.21% |
| 2026-08-24 | +115.67 | 646.0 | 530.4 | 5.4766 | -1.89% |
| 2026-08-25 | -66.05 | 431.9 | 497.9 | 5.4700 | -0.02% |
| 2026-08-26 | +4.53 | 485.0 | 480.5 | 5.4704 | +0.56% |
| 2026-08-27 | +31.80 | 494.3 | 462.5 | 5.4736 | -0.34% |
| 2026-08-28 | +11.76 | 447.3 | 435.6 | 5.4748 | +0.07% |
| 2026-08-31 | +21.39 | 544.2 | 522.8 | 5.4769 | -0.07% |
| 2026-09-01 | +77.57 | 498.9 | 421.3 | 5.4847 | -0.93% |
| 2026-09-02 | +40.93 | 433.9 | 393.0 | 5.4888 | -0.07% |
| 2026-09-03 | +33.95 | 418.5 | 384.5 | 5.4922 | -0.39% |
| 2026-09-04 | -100.21 | 483.3 | 583.6 | 5.4821 | +1.74% |
| 2026-09-07 | +12.75 | 463.6 | 450.8 | 5.4834 | -0.93% |
| 2026-09-08 | +61.28 | 484.6 | 423.3 | 5.4896 | -0.38% |
| 2026-09-09 | +37.20 | 447.3 | 410.1 | 5.4933 | -0.17% |
| 2026-09-10 | +45.51 | 441.0 | 395.5 | 5.4978 | -1.27% |
| 2026-09-11 | +44.31 | 499.6 | 455.3 | 5.5023 | -0.60% |
| 2026-09-14 | +44.71 | 384.7 | 340.0 | 5.5067 | +0.45% |
| 2026-09-15 | +8.81 | 377.4 | 368.6 | 5.5076 | -1.00% |
| 2026-09-16 | +20.99 | 404.4 | 383.4 | 5.5097 | +0.19% |
| 2026-09-17 | +33.63 | 406.9 | 373.2 | 5.5131 | -0.44% |