Core Viewpoint - Since June, there has been a significant acceleration in southbound capital inflows into the Hong Kong stock market, with a record net purchase of 12.067 billion HKD on July 7, marking the highest net inflow since June [1] Group 1: Southbound Capital Inflows - Cumulative net inflows of southbound capital into Hong Kong stocks have reached 751.9 billion HKD this year, exceeding 93% of the total for the entire year of 2024 and surpassing the total for any year from 2014 to 2023 [1] - The continuous improvement in liquidity has led to some funds strategically investing in related ETFs despite recent fluctuations in the Hong Kong technology sector [1] Group 2: Hang Seng Tech ETF (513130) - The Hang Seng Tech ETF (513130) has seen net inflows for four consecutive trading days from July 2 to July 7, accumulating 1.074 billion HKD, pushing its fund size to a historical high of 38.672 billion units, with a latest scale of 26.8 billion HKD [1] - The ETF has experienced year-to-date increases in both fund size and units of 17% and 34%, respectively, with an average daily trading volume of 5 billion HKD, indicating strong liquidity and scale in the Hong Kong technology ETF market [1] Group 3: Index Composition and Features - The Hang Seng Tech Index, closely tracked by the ETF, includes leading technology companies in Hong Kong, aiming to capture long-term growth trends and reflecting the rise of Chinese tech enterprises [1] - The top ten constituents of the index include major players such as Xiaomi, NetEase, Tencent, Alibaba, BYD, Meituan, JD.com, SMIC, Kuaishou, and Li Auto, all recognized for their competitiveness and innovation [1] - The index has a weight limit of 8% for each constituent, which helps mitigate the impact of individual stock volatility on the overall index [1] Group 4: ETF Characteristics - The Hang Seng Tech ETF (513130) is a popular choice for investors looking to gain exposure to the Hong Kong technology sector, having achieved growth in units for three consecutive years since its inception [1] - It supports T+0 trading, providing both scale and liquidity advantages, with management and custody fees of 0.2% and 0.05% per year, respectively [1] - The ETF also offers off-exchange linked funds (Class A 015310 / Class C 015311) for investors without stock accounts to participate [1]
南向资金净买入港股再超百亿港元,恒生科技ETF(513130)连续4个交易日资金净流入,累计吸金超10亿元,最新份额再创新高
Mei Ri Jing Ji Xin Wen·2025-07-08 06:17