港股通数据统计周报-20251216

Group 1: Top Net Buy/Sell Companies - The top net buy company is Xiaomi Group-W (1810.HK) with a net buy amount of 56.44 billion CNY, representing a holding change of 131,375,016 shares[9] - The second highest net buy is China Merchants Bank (3968.HK) with a net buy amount of 22.49 billion CNY, with a holding change of 43,890,998 shares[9] - The top net sell company is Tencent Holdings (0700.HK) with a net sell amount of -33.37 billion CNY, reflecting a holding change of -5,417,066 shares[10] Group 2: Industry Distribution of Net Buy/Sell - The net buy/sell distribution shows that the consumer discretionary sector had significant activity, with a net buy of 10.57 billion CNY for Li Auto (9863.HK) and 9.62 billion CNY for BYD Company (1211.HK)[9][10] - The financial sector also saw notable net buys, particularly with China Merchants Bank (3968.HK) and Agricultural Bank of China (1288.HK) totaling 29.71 billion CNY combined[9] - The energy sector experienced net sells, with China Petroleum (0857.HK) and China Shenhua (1088.HK) totaling -12.51 billion CNY in net sells[10] Group 3: Active Stocks - Alibaba-W (9988.HK) was the most active stock with a total trading volume of 35.98 billion CNY and a net sell of -6.26 billion CNY on December 12, 2025[19] - Xiaomi Group-W (1810.HK) had a trading volume of 20.57 billion CNY with a net sell of -5.97 billion CNY on the same date[19] - The trading activity indicates a trend where major tech stocks like Tencent and Alibaba are facing net sells, while companies in the consumer discretionary sector are attracting net buys[19]