智通财经网·2025-03-24 10:08Group 1: Market Overview - Northbound trading recorded a net purchase of HKD 25.32 billion, with HKD 21.88 billion from Shanghai Stock Connect and HKD 3.44 billion from Shenzhen Stock Connect [1] - The most net bought stocks included Meituan-W (03690), BYD Company (01211), and Kuaishou-W (01024) [1] - The most net sold stocks were BYD Electronic (00285), China Mobile (00941), and SMIC (00981) [1] Group 2: Individual Stock Performance - Meituan-W (03690) saw a net purchase of HKD 8.05 billion, with a reported Q4 2024 revenue of RMB 885 million, a 20% year-on-year increase [4] - BYD Company (01211) received a net purchase of HKD 4.27 billion, with expectations of achieving over USD 100 billion in revenue by 2024 [5] - Kuaishou-W (01024) had a net purchase of HKD 2.55 billion, with predictions of a 9% year-on-year sales increase in Q4 [5] Group 3: Notable Sell-offs - China Mobile (00941) faced a net sell-off of HKD 3.51 billion, with UBS adjusting its capital expenditure forecasts downwards for 2025-2027 [7] - SMIC (00981) experienced a net sell-off of HKD 3.3 billion, although Goldman Sachs remains optimistic about its long-term growth [6] - BYD Electronic (00285) and Alibaba-W (09988) also saw significant net sell-offs of HKD 3.96 billion and HKD 1.82 billion, respectively [7]