资金动向丨南下资金2025年净买入额再创新纪录，最受欢迎个股名单揭晓

Group 1 - The core point of the article highlights that southbound capital has significantly increased its investment in Hong Kong stocks, with a record net purchase amount of 14,129 million HKD in 2025, surpassing previous years [1][3] - Since the launch of the Stock Connect mechanism in 2014, the cumulative net purchase of Hong Kong stocks by southbound capital has reached 51,107 million HKD [1] - In 2025, there were over 60 trading days where the net purchase exceeded 10,000 million HKD, including 11 days where it surpassed 20,000 million HKD, with the highest single-day net purchase recorded at 35,876 million HKD on August 5 [1] Group 2 - The top ten stocks with the highest net purchases by southbound capital in 2025 include Alibaba, Meituan-W, China Construction Bank, Tencent Holdings, Xiaomi Group, China Mobile, SMIC, Kuaishou-W, Southern Hang Seng Technology, and China National Offshore Oil [1][5] - Conversely, the top ten stocks with the highest net sales include Sunny Optical Technology, New China Life Insurance, Weichai Power, Hua Hong Semiconductor, ASMPT, BYD Electronics, China Petroleum, Huizhou Technology, Ganfeng Lithium, and Laopu Gold [1][5] Group 3 - The net purchase amounts and year-to-date price changes for the top ten net bought stocks show significant gains, with Alibaba seeing a net purchase of 1,780.04 million HKD and a price increase of 76.20% [6] - Other notable stocks include Meituan-W with a net purchase of 732.87 million HKD but a price drop of 31.91%, and Tencent Holdings with a net purchase of 228.47 million HKD and a price increase of 44.90% [6] - In contrast, the top net sold stocks show varying performance, with Sunny Optical Technology experiencing a slight net sale of 6.06 million HKD and a price decrease of 3.95% [6]