Group 1 - Northbound capital recorded a net purchase of 12.736 billion HKD in the Hong Kong stock market on September 22, with the Shanghai-Hong Kong Stock Connect contributing 8.154 billion HKD and the Shenzhen-Hong Kong Stock Connect contributing 4.583 billion HKD [1] - The most net bought stocks included the Tracker Fund of Hong Kong (02800), Alibaba-W (09988), and Hang Seng China Enterprises (02828) [1] - The net inflow for Alibaba-W was 26.14 billion HKD, driven by its promotional activities in Shanghai, Shenzhen, and Jiaxing [5] Group 2 - Semiconductor stocks saw increased domestic investment, with SMIC (00981) and Huahong Semiconductor (01347) receiving net purchases of 3.17 billion HKD and 657.9 million HKD respectively [7] - Analysts suggest that the effectiveness of US semiconductor restrictions is diminishing, potentially accelerating domestic substitution in China's AI and semiconductor industries [7] - The overall domestic semiconductor industry is expected to achieve a localization rate of 25%-30% by 2025 or 2027 due to strong policy support and market demand [7] Group 3 - The Tracker Fund of Hong Kong (02800) and Hang Seng China Enterprises (02828) received net purchases of 28.64 billion HKD and 8.61 billion HKD respectively [5] - Crystal Technology (02228) was included in the FTSE China Small Cap Index, which is expected to enhance its market visibility and investment appeal [8] - Crystal Technology reported a significant year-on-year growth of 615% in its drug discovery business and secured a contract worth 5.99 billion USD with DoveTree [8]
北水动向|北水成交净买入127.36亿 内资再度加仓港股ETF 抢筹盈富基金(02800)超28亿港元