Beishui Trends | Beishui made a net purchase of 7.167 billion yuan, and Beishui re-added AI hardware stocks to raise Smart Spectrum (02513) over HK$1.1 billion throughout the day

The Zhitong Finance App learned that on July 21, in the Hong Kong stock market, Beishui traded a net purchase of HK$7.167 billion. Among them, Hong Kong Stock Connect (Shanghai) had net purchases of HK$1,309 billion, and Hong Kong Stock Connect (Shenzhen) had net purchases of HK$5.859 billion.

The individual stocks that Beishui Net bought the most were Huahong Hongli (01347), SMIC (00981), and Zhiguo (02513). The individual stocks sold the most by Beishui Net were Tencent (00700) and Lanqi Technology (06809).

Hong Kong Stock Connect (Shanghai) active trading stocks

Hong Kong Stock Connect (Shenzhen) active trading stocks

Huahong Hongli (01347) and SMIC (00981) received net purchases of HK$2.25 billion and HK$1.926 billion respectively. According to reports, various sources said that TSMC plans to raise the prices of advanced and mature chip production services by up to 10% in 2027 to reflect rising costs of materials, manufacturing equipment, and the construction of new overseas chip factories. TSMC has now begun negotiations with major customers on the new pricing plan for 2027 capacity reservations.

Smart Spectrum (02513) received a net purchase of HK$1,141 million. According to a report by the Science and Technology Innovation Board Daily, Smart Spectrum AI has built a 1GW domestic AI computing power data center, and all use domestic AI chips. On the same day, Zhipu officially completed the acquisition of xCore Sigma (xCore Sigma), a domestic AI heterogeneous computing power software company, which is regarded by the industry as one of the top AI Infra teams in China. Analysts believe that these two actions, respectively, complement the two key capabilities of computing power supply and computing power release.

Changfei Optical Cable (06869) received a net purchase of HK$1,044 million. Zhuang Dan, executive director and president of Changfei Optical Fiber, said that the polarized fiber market is currently very popular. Demand for polarized fiber is expected to increase by 10 times and 20 times in the next year or two, and the company is working with partners in the industry chain to expand polarized fiber production. According to data, in the first half of this year, Changfei Optical Fiber Cable is expected to achieve net profit of about 2.4 billion yuan to 3 billion yuan, an increase of 711% to 914% over the previous year.

Jiantao Laminate (01888) and Jiantao Group (00148) received net purchases of HK$929 million and HK$427 million respectively. On July 16, Jiantao Group began construction of a new electronic cloth and high-performance electronic materials project in Nansha, Guangzhou, focusing on the R&D and production of AI high-end copper-clad plate (CCL) core raw materials and building a global supply base for high-end electronic information materials. After the project is fully completed, it is estimated that an additional annual output value of 2 billion yuan will be added.

GigaYi Innovation (03986) received a net purchase of HK$416 million. Zhaoyi Innovation expects to achieve revenue of about 11.5 billion yuan in the first half of the year, an increase of about 177% over the previous year; net profit of about 6.9 billion yuan, an increase of about 1099% over the previous year. According to estimates, the company's net profit for the second quarter in a single quarter was about 5.439 billion yuan, an increase of about 272% over the previous quarter. It is worth noting that China Life Insurance's eight asset management companies collectively sold about 1.1092 million shares of GigaYi Innovation on July 8, with a cumulative cash out of over 682 million yuan. All transactions were confirmed on the same day.

Xiaomi Group-W (01810) received a net purchase of HK$126 million. Earlier this morning, there was news that Xiaomi has raised its annual smartphone shipment target from about 90 million units to 110 million units, an increase of about 16%, mainly due to internal Xiaomi belief that the current storage market is expected to reverse. According to news after the market, IDC China research manager Guo Tianxiang said that the 90 million to 95 million units is Xiaomi's production plan for this year, and the annual shipping target has never been lower than 100 million units. The latest target is 100 million units to 110 million units.

In addition, Alibaba-W (09988) received a net purchase of HK$14.31 million, while Lanqi Technology (06809) and Tencent (00700) had net sales of HK$57.58 million and HK$1,025 billion respectively.