智通港股通持股解析|7月1日

Group 1 - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.59%, Green Power Environmental (01330) at 68.92%, and China Shenhua (01088) at 67.68% [1] - The latest holding ratio rankings for the top 20 companies show significant ownership levels, with companies like Tigermed (03347) and Kaisa Group (01108) also exceeding 66% [1] - The recent five trading days saw the largest increases in holdings for companies such as SMIC (00981) with an increase of 31.21 billion, Guotai Junan International (01788) with 25.39 billion, and Innovent Biologics (01801) with 23.48 billion [1] Group 2 - The largest decreases in holdings over the recent five trading days were observed in Tencent Holdings (00700) with a decrease of 25.92 billion, Xiaomi Group-W (01810) with 17.55 billion, and Xpeng Motors-W (09868) with 13.18 billion [3] - Other notable companies experiencing significant reductions in holdings include the Yingfu Fund (02800) with a decrease of 12.23 billion and China Mobile (00941) with 9.69 billion [3] - The data indicates a trend of increased investment in certain sectors while highlighting a pullback in others, reflecting market dynamics [1][3]