Group 1 - Southbound funds net bought HK stocks worth 2.258 billion HKD on October 28, with notable purchases in China Mobile (512 million HKD), Hua Hong Semiconductor (396 million HKD), and Pop Mart (322 million HKD) [1] - Significant net sales were observed in Alibaba (522 million HKD), Tencent Holdings (356 million HKD), and Li Auto (292 million HKD) [1] - Southbound funds have continuously net bought SMIC for six days, totaling 3.01773 billion HKD [3] Group 2 - China Mobile announced a leadership change, with Chen Zhongyue appointed as the new Chairman and Party Secretary [4] - Pop Mart is projected to achieve net profits of 13 billion, 17.9 billion, and 22.9 billion CNY from 2025 to 2027, with a significant revenue growth forecast of 245-250% year-on-year for Q3 2025 [4] - Meituan's international delivery brand Keeta launched operations in Abu Dhabi, expanding its service coverage in the UAE [4] Group 3 - Tencent Holdings is the largest institutional shareholder in Minglue Technology, holding 27.33% before its global offering [5] - Li Auto announced promotional offers for its new i6 model, including cash discounts and additional features valued at 30,000 CNY for orders placed in November [5]

Group 1 - Southbound funds net bought Hong Kong stocks worth 2.258 billion HKD today [1] - The top net purchases included China Mobile at 512 million HKD, Hua Hong Semiconductor at 396 million HKD, Pop Mart at 322 million HKD, Meituan-W at 166 million HKD, and Sanhua Intelligent Control at 114 million HKD [1] - The top net sales included Alibaba-W at 522 million HKD, Tencent Holdings at 356 million HKD, and Li Auto-W at 292 million HKD [1] Group 2 - Southbound funds have net bought SMIC for six consecutive days, totaling 3.01773 billion HKD [1]

Group 1 - Southbound funds net purchased Hong Kong stocks worth 2.873 billion HKD today, with notable purchases in SMIC (1.143 billion HKD), Tencent (1.03 billion HKD), and China National Offshore Oil Corporation (0.544 billion HKD) [1] - Southbound funds have continuously net purchased SMIC for 5 days, totaling 2.94096 billion HKD, and Tencent for 4 days, totaling 1.97926 billion HKD [1] - Significant net selling was observed in Alibaba (1.985 billion HKD) and Li Auto (0.812 billion HKD) [1] Group 2 - SMIC's stock increased by 3.5% with a net purchase of 0.02 billion HKD, while Alibaba's stock rose by 3.2% but faced a net sell of 1.204 billion HKD [3] - Tencent's stock rose by 2.9% with a net purchase of 1.256 billion HKD, while Huahong Semiconductor saw a 5.0% increase but a net sell of 0.176 billion HKD [3] - China National Offshore Oil Corporation's stock increased by 0.2% with a net purchase of 0.545 billion HKD [3]

Group 1 - Southbound funds net bought Hong Kong stocks worth 5.345 billion HKD today [1] - The top net purchases included China National Offshore Oil Corporation (CNOOC) at 979 million HKD, Pop Mart at 793 million HKD, and Meituan-W at 524 million HKD [1] - Southbound funds have net bought Pop Mart for three consecutive days, totaling 2.15428 billion HKD, and have also net bought SMIC for three consecutive days, totaling 1.19602 billion HKD [1] Group 2 - Alibaba-W saw a net purchase of 268 million HKD despite a 1.7% decline [3] - CNOOC experienced a 2.2% increase with a net purchase of 529 million HKD [3] - Tencent Holdings had a net purchase of 163 million HKD with a 1.5% increase [3]

Group 1 - Southbound funds recorded a net purchase of Hong Kong stocks amounting to 1.171 billion HKD today [1] - Notable net purchases include Pop Mart at 1.121 billion HKD, Xiaomi Group-W at 481 million HKD, and Hua Hong Semiconductor at 441 million HKD [1] - Southbound funds have sold Alibaba-W for three consecutive days, totaling a net sell of 4.329 billion HKD [1] Group 2 - Southbound funds ended an eight-day net selling streak for SMIC, with a net purchase of 128 million HKD [1] - The net selling of the Tracker Fund of Hong Kong reached 1.102 billion HKD [1] - Cumulatively, southbound funds have sold Alibaba for a total of 4.33685 billion HKD over the last three days [1]

Core Viewpoint - Southbound capital recorded a net inflow of 450.89 billion HKD this week, marking the highest level in five weeks, indicating strong buying interest despite market corrections [1] Group 1: Market Activity - Southbound capital has seen continuous net inflows for 22 weeks [1] - The total trading volume of the Hong Kong Stock Connect reached 855.29 billion HKD for Alibaba-W, the highest among all stocks this week [1] - Major technology stocks experienced mixed trading activity, with Xiaomi Group-W receiving the highest net inflow of 35.82 billion HKD [1] Group 2: Stock Performance - Meituan-W recorded a net inflow of 19.56 billion HKD, while Alibaba-W and Tencent Holdings faced net sell-offs of 29.53 billion HKD and 18.94 billion HKD, respectively [1] - A total of 21 stocks appeared in the top ten active stocks list this week [1] Group 3: Shareholding Changes - 17 stocks saw a more than 10% increase in southbound capital holdings week-on-week, with Restructured Energy leading at a 111.97% increase [1] - Ying En Biological-B and Jinli Permanent Magnet both experienced over 30% growth in holdings from southbound capital [1]

Group 1 - Southbound funds net bought Hong Kong stocks worth 6.303 billion HKD today [1] - The top net purchases included Meituan-W at 1.149 billion HKD, Tracker Fund at 0.937 billion HKD, and CNOOC at 0.539 billion HKD [1] - Continuous net buying trends were observed for Xiaomi, totaling 7.40256 billion HKD over 10 days, and for Pop Mart, totaling 1.46812 billion HKD over 4 days [1] Group 2 - Significant net selling was noted for Alibaba-W at 2.153 billion HKD, SMIC at 1.578 billion HKD, and Huahong Semiconductor at 0.892 billion HKD [1] - The net buying and selling activities reflect a broader trend in investor sentiment towards specific technology and consumer stocks [1][2] - The performance of stocks such as Meituan-W and Pop Mart indicates a potential shift in market focus towards consumer-related sectors [1][2]

据统计，南下资金已连续9日净买入小米，共计69.8844亿港元；连续6日减持中芯国际，共计75.2365亿 港元。 净卖出中芯国际2.94亿、巨子生物2.37亿。 来源：格隆汇APP 10月16日，南下资金净买入港股158.22亿港元。 其中，净买入紫金黄金国际17.38亿、小米集团-W 10.6亿、阿里巴巴-W 8.57亿、康方生物6.02亿、泡泡 玛特4.7亿、华虹半导体1.4亿； ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 15.822 billion HKD today [1] - Notable net purchases include Zijin Mining International at 1.738 billion HKD, Xiaomi Group-W at 1.06 billion HKD, Alibaba-W at 0.857 billion HKD, and others [1] - Southbound funds have continuously net bought Xiaomi for 9 days, totaling 6.98844 billion HKD, while reducing holdings in SMIC for 6 days, totaling 7.52365 billion HKD [1] Group 2 - In the Shanghai Stock Connect, Alibaba-W saw a slight decline of 0.3% with a net purchase of 0.575 billion HKD, while Xiaomi Group-W declined by 3.6% with a net purchase of 1.02 billion HKD [3] - SMIC experienced a decline of 2.8% with a net sale of 0.054 billion HKD, while Tencent Holdings saw a decline of 1.1% with a net sale of 0.235 billion HKD [3] - Zijin Mining International increased by 3.8% with a net purchase of 1.738 billion HKD, and Bubble Mart rose by 5.6% with a net purchase of 0.285 billion HKD [3]

格隆汇10月15日｜南下资金今日净卖出港股54.43亿港元。其中： | 名称 | 沖股通 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | --- | --- | --- | --- | --- | | 阿里巴巴-W | 3.9% | 4.86 | 71.32亿 | 阿里巴巴-W | | 監官長金 | 1.7% | -62.71 | 63.49 Z | 中芯国际 | | 中心国际 | 3.6% | -6.87 | 53.61 亿 | 腾讯控股 | | 华虹半导体 | 5.3% | 1.32 | 28.53 Z | 監目春金 | | 腾讯控股 | 1.0% | 6.12 | 27.04亿 | 华虹半导体 | | 恒生中国企业 | 1.7% | -23.20 | 25.55 Z | 南方恒生科技 | | 小米集团-W | 1.8% | 0.33 | 18.06 Z | 山东黄金 | | 泡泡玛特 | 3.8% | 2.04 | 16.98亿 | 小米集团-W | | 二花智控 | 12.9% | 1.64 | 15.69亿 | 老铺黄金 | | 山东黄金 | -3.4% | 2.67 | 15.57亿 | ...