摩尔投研精选·2025-12-25 11:09Core Viewpoint - The article highlights the performance of various sectors and stocks in the Hong Kong market during the Christmas holiday, with a focus on capital inflows and outflows, particularly in the mechanical equipment sector and specific stocks like Goldwind Technology and Hainan Development [1][3][4]. Group 1: Market Overview - The Hong Kong stock market was closed for Christmas, and northbound capital was paused during this period [2]. - The mechanical equipment sector saw the highest net capital inflow, amounting to 27.51 billion, with a net inflow rate of 1.41% [4]. Group 2: Sector Performance - Sectors such as robotics, commercial aerospace, semiconductors, and paper manufacturing experienced significant gains, while precious metals, Hainan, and energy metals faced declines [3]. - The electronic sector had the highest net capital outflow [5]. Group 3: Stock Performance - The top stocks by net capital inflow included Aerospace Jiazi with 17.07 billion (14.73%), Goldwind Technology with 8.20 billion (16.46%), and Sunshine Power with 8.04 billion (10.05%) [6]. - The stocks with the highest net capital outflow were Shenghong Technology at -15.89 billion (-15.92%) and Hainan Development at -10.60 billion (-16.56%) [7]. Group 4: ETF Trading - The A500 ETF Huatai Baichuan had the highest trading volume at 143.997 billion, while the Robot ETF E Fund saw a remarkable increase in trading volume by 282% [9][10]. Group 5: Institutional Activity - Institutional activity was notable, with Hainan Development receiving 3.02 billion from four institutions, while Goldwind Technology saw mixed activity with 1.03 billion sold and 547.3 million bought [11][12]. - The trading activity of retail investors was also highlighted, with significant purchases in Goldwind Technology and sales in Hainan Development [13].