Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (70.56%), COSCO Shipping Energy (69.91%), and GCL-Poly Energy (69.65%) [1][2] - Xiaomi Group-W, Meituan-W, and Pop Mart have seen the largest increases in holding amounts over the last five trading days, with increases of +1.967 billion, +1.692 billion, and +1.514 billion respectively [1][2] - The companies with the largest decreases in holding amounts over the same period include Innovent Biologics (-2.053 billion), SMIC (-1.978 billion), and Alibaba-W (-1.651 billion) [1][2] Hong Kong Stock Connect Latest Holding Ratios - China Telecom (00728): 9.793 billion shares, 70.56% holding ratio [1] - COSCO Shipping Energy (01138): 906 million shares, 69.91% holding ratio [1] - GCL-Poly Energy (01330): 282 million shares, 69.65% holding ratio [1] - China Shenhua (01088): 2.284 billion shares, 67.62% holding ratio [1] - Kaisa Group (01108): 168 million shares, 67.37% holding ratio [1] Recent Increases in Holdings (Last 5 Trading Days) - Xiaomi Group-W (01810): +1.967 billion, +42.788 million shares [1] - Meituan-W (03690): +1.692 billion, +17.904 million shares [1] - Pop Mart (09992): +1.514 billion, +5.498 million shares [1] - China Mobile (00941): +1.438 billion, +16.863 million shares [1] - Huahong Semiconductor (01347): +1.434 billion, +18.918 million shares [1] Recent Decreases in Holdings (Last 5 Trading Days) - Innovent Biologics (01801): -2.053 billion, -23.641 million shares [2] - SMIC (00981): -1.978 billion, -28.625 million shares [2] - Alibaba-W (09988): -1.651 billion, -10.691 million shares [2] - Tencent Holdings (00700): -1.475 billion, -2.426 million shares [2] - Yingfu Fund (02800): -1.259 billion, -48.701 million shares [2]
智通港股通持股解析|10月20日