Group 1 - The Hong Kong stock market has attracted significant attention from global investors, with net inflows from mainland China reaching a record high of 10057.3 billion HKD as of September 3 [1] - Southbound funds have seen a continuous net inflow for 27 months, with six months in 2023 exceeding 1000 billion HKD, indicating a strong market performance [2] - The Hang Seng Index and Hang Seng Tech Index have both risen over 25% year-to-date, ranking among the top global indices [2] Group 2 - Major sectors attracting southbound fund inflows include finance and technology, with the banking sector seeing a market value increase of nearly 3000 billion HKD since the end of last year [3][4] - The pharmaceutical and biotechnology sectors have also benefited, with holdings increasing by over 4000 billion HKD due to breakthroughs in innovative drug development [3] Group 3 - Four industries have recorded net inflows exceeding 1000 billion HKD this year, with banking leading at over 2100 billion HKD, followed by retail and pharmaceutical sectors [4] - Traditional industries such as steel and agriculture have experienced net outflows, indicating a shift in investment focus [4] Group 4 - Nearly 60% of Hong Kong Stock Connect stocks have seen an increase in holdings this year, with significant increases in bank stocks [5] - A total of 61 stocks have been continuously accumulated by southbound funds for five months, primarily in sectors like social services and pharmaceuticals [5] Group 5 - Notable individual stocks include Yiyang Medical, which has seen its holding ratio increase by over 35 percentage points, and Delin Holdings, which has increased by over 20 percentage points [6] - The average increase in stock prices for the top 20 heavily accumulated stocks exceeds 35% year-to-date, with some stocks like Dekang Agriculture and InnoCare rising over 200% [6]
南向资金年内净流入超万亿港元 大金融及科技股受追捧
Zheng Quan Shi Bao·2025-09-03 18:15