Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (71.22%), COSCO Shipping Energy (70.13%), and GCL-Poly Energy (69.57%) [1] - In the last five trading days, the largest increases in holding amounts were seen in China Mobile (+1.929 billion), Tracker Fund of Hong Kong (+1.897 billion), and InnoCare Pharma (+1.751 billion) [1] - Conversely, Alibaba (-3.254 billion), SMIC (-2.330 billion), and Laopuhuang (-0.855 billion) experienced the largest decreases in holding amounts [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding ratio of 71.22% with 9.884 billion shares [1] - COSCO Shipping Energy (01138) has a holding ratio of 70.13% with 909 million shares [1] - GCL-Poly Energy (01330) has a holding ratio of 69.57% with 281 million shares [1] - Other notable companies include China Shenhua (67.74%), Kaisa Group (67.61%), and Xinte Energy (65.33%) [1] Group 2: Recent Increases in Holdings - China Mobile (00941) saw an increase of 1.929 billion in holding amount and 22.8427 million shares [1] - Tracker Fund of Hong Kong (02800) increased by 1.897 billion and 71.8145 million shares [1] - InnoCare Pharma (09606) increased by 1.751 billion and 5.5669 million shares [1] - Other companies with significant increases include Meituan-W (+1.592 billion) and Xiaomi Group-W (+1.105 billion) [1] Group 3: Recent Decreases in Holdings - Alibaba-W (09988) experienced a decrease of 3.254 billion in holding amount and 20.0969 million shares [2] - SMIC (00981) saw a decrease of 2.330 billion and 31.1261 million shares [2] - Laopuhuang (06181) decreased by 0.855 billion and 1.2141 million shares [2] - Other companies with notable decreases include Huahong Semiconductor (-0.792 billion) and Jiangxi Copper (-0.651 billion) [2]
智通港股通持股解析|10月23日