港股通数据统计周报2024.2.12-2024.2.18-20250623

Group 1: Top Net Buy/Sell Companies - The top net buy company is China Construction Bank (0939.HK) with a net buy amount of 34.80 billion CNY, increasing holdings by 450,164,470 shares[8] - Meituan-W (3690.HK) ranks second with a net buy of 24.87 billion CNY, with 19,338,868 shares added[8] - Tencent Holdings (0700.HK) is the top net sell company, with a net sell amount of -48.10 billion CNY, reducing holdings by 9,515,111 shares[9] Group 2: Industry Distribution of Net Buy/Sell - Financial sector shows significant net buying, led by China Construction Bank and China Life Insurance, indicating strong investor confidence in financial stocks[8][9] - The technology sector, represented by Tencent and Xiaomi, experienced substantial net selling, reflecting potential investor concerns about growth prospects in this industry[9] - The consumer discretionary sector, including Meituan and BYD, also saw mixed results with both net buying and selling activities, suggesting varied investor sentiment[8][9] Group 3: Active Stocks - The most active stock in the Shanghai-Hong Kong Stock Connect is Pop Mart (9992.HK) with a total trading volume of 40.19 billion CNY and a net sell of -6.40 billion CNY[18] - In the Shenzhen-Hong Kong Stock Connect, Meituan (3690.HK) had a trading volume of 34.09 billion CNY with a net sell of -4.31 billion CNY[19] - The trading activity indicates high volatility in these stocks, with significant fluctuations in net buying and selling over the week[18][19]