Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (71.15%), COSCO Shipping Energy (70.05%), and GCL-Poly Energy (69.20%) [1] - The largest increases in holding amounts over the last five trading days were seen in the Tracker Fund of Hong Kong (+39.80 billion), China National Offshore Oil Corporation (+17.62 billion), and Hua Hong Semiconductor (+16.45 billion) [1] - The largest decreases in holding amounts were recorded for Alibaba-W (-15.35 billion), Li Auto-W (-12.16 billion), and Innovent Biologics (-7.70 billion) [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding ratio of 71.15% with 9.874 billion shares [1] - COSCO Shipping Energy (01138) has a holding ratio of 70.05% with 908 million shares [1] - GCL-Poly Energy (01330) has a holding ratio of 69.20% with 280 million shares [1] Group 2: Recent Increases in Holdings - Tracker Fund of Hong Kong (02800) saw an increase of +39.80 billion in holding amount, with a change of +15.154 million shares [1] - China National Offshore Oil Corporation (00883) increased by +17.62 billion, with +8.613 million shares added [1] - Hua Hong Semiconductor (01347) increased by +16.45 billion, with +2.138 million shares added [1] Group 3: Recent Decreases in Holdings - Alibaba-W (09988) experienced a decrease of -15.35 billion, with a reduction of -0.94078 million shares [2] - Li Auto-W (02015) saw a decrease of -12.16 billion, with -1.50328 million shares reduced [2] - Innovent Biologics (01801) had a decrease of -7.70 billion, with -0.85364 million shares reduced [2]
智通港股通持股解析|11月4日