港股通数据统计周报2024.2.12-2024.2.18-20250805

Group 1: Top Net Buy/Sell Companies - The top net buy company is BYD Company Limited (1211.HK) with a net buy amount of 14.245 billion CNY, representing a significant increase of 122,586,413 shares[8] - The second highest net buy is the Tracker Fund of Hong Kong (2800.HK) with a net buy amount of 6.866 billion CNY, with 274,875,500 shares acquired[8] - The top net sell company is China Mobile Limited (0941.HK) with a net sell amount of -2.151 billion CNY, reflecting a decrease of 25,038,050 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The financial sector shows strong activity with major net buys from China Construction Bank (0939.HK) and China Life Insurance (2628.HK), totaling 3.020 billion CNY and 2.416 billion CNY respectively[8] - The consumer discretionary sector is also prominent, with significant net buys from BYD and Li Auto (2015.HK), amounting to 14.245 billion CNY and 2.137 billion CNY respectively[8] - In contrast, the telecommunications sector, led by China Mobile, shows a notable net sell, indicating a potential shift in investor sentiment[9] Group 3: Active Stocks - Meituan-W (3690.HK) is the most active stock in the Shanghai-Hong Kong Stock Connect with a total trading volume of 4.049 billion CNY and a net buy of 1.196 billion CNY[19] - Alibaba Group (9988.HK) follows closely with a trading volume of 3.790 billion CNY and a net buy of 0.654 billion CNY[19] - Xiaomi Corporation (1810.HK) also shows strong activity with a trading volume of 3.694 billion CNY and a net buy of 0.368 billion CNY[19]