南下资金流向
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图解丨南下资金净买入招商银行,净卖出中国移动和阿里
Ge Long Hui· 2025-12-29 09:59
Summary of Key Points Core Viewpoint - Southbound funds recorded a net sell-off of HKD 3.414 billion in Hong Kong stocks today, indicating a trend of capital outflow from the market [1] Group 1: Net Buying and Selling - The net buying included China Merchants Bank at HKD 0.971 billion and Hua Hong Semiconductor at HKD 0.262 billion [1] - The net selling was led by China Mobile at HKD 1.45 billion, Alibaba-W at HKD 1.024 billion, and Zijin Mining at HKD 0.621 billion [1] - Other notable net sell-offs included Tencent Holdings at HKD 0.318 billion, Xiaomi Group-W at HKD 0.282 billion, CNOOC at HKD 0.228 billion, Meituan-W at HKD 0.194 billion, and UBTECH at HKD 0.16 billion [1] Group 2: Trends in Southbound Fund Activity - Southbound funds have recorded a continuous net sell-off of China Mobile for 10 consecutive days, totaling HKD 8.65362 billion [1] - Tencent has seen net sell-offs for 3 consecutive days, amounting to HKD 2.01788 billion [1]
图解丨南下资金净买入阿里,净卖出中国移动、腾讯
Ge Long Hui A P P· 2025-12-23 10:35
| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | 0.6% | 13.67 | 38.63 Z | 腾讯控股 | | 腾讯控股 | -2.0% | -7.78 | 35.07亿 | 中芯国际 | | 中国移动 | -1.0% | -14.82 | 22.04亿 | 阿里巴巴-W | | 中芯国际 | 0.0% | -6.29 | 20.19亿 | 中国移动 | | 长飞光纤光缆 | -5.1% | -0.43 | 17.06亿 | 快手-W | | 小米集团-W | 1.5% | -1.09 | 16.48 Z | 小米集团-W | | 快手-W | -3.5% | -1.80 | 13.67 Z | 长飞光纤光缆 | | 石药集团 | 7.6% | 1.50 | 9.11亿 | 石药集团 | | 紫尖矿业 | -1.5% | 1.12 | 7.93 Z | 中国海洋石油 | | 赣祥铺业 | 4.1% | 0.13 | 6.98 Z | 美团-W | 格隆汇12月23日|南 ...
南下资金连续17日净买入小米,共计155亿港元
Xin Lang Cai Jing· 2025-12-22 09:49
Core Viewpoint - Southbound funds have net bought Hong Kong stocks worth 3.125 billion HKD today, indicating strong investor interest in specific companies [1] Group 1: Net Buying and Selling Activities - Net purchases included: SMIC at 730 million HKD, Xiaomi Group-W at 686 million HKD, Tencent Holdings at 597 million HKD, Changfei Optical Fiber at 425 million HKD, China National Offshore Oil at 232 million HKD, and Industrial and Commercial Bank of China at 122 million HKD [1] - Net sales included: China Mobile at 579 million HKD and Alibaba-W at 519 million HKD [1] Group 2: Continuous Buying and Selling Trends - Southbound funds have continuously net bought Xiaomi for 17 days, totaling 15.55635 billion HKD [1] - Tencent has seen net buying for 5 consecutive days, amounting to 2.4769 billion HKD [1] - Changfei Optical Fiber has experienced net buying for 4 days, totaling 1.3831 billion HKD [1] - China Mobile has faced net selling for 7 consecutive days, totaling 4.51787 billion HKD [1]
图解丨南下资金净卖出中国移动12.9亿,净买入小米9亿
Ge Long Hui A P P· 2025-12-18 10:17
格隆汇12月18日|南下资金今日净买入港股12.57亿港元。其中: 据统计,南下资金已连续15日净买入小米,共计147.5053亿港元;连续7日净买入美团,共计59.9241亿 港元;连续6日净卖出中海油,共计20.9138亿港元;连续5日净卖出中国移动,共计28.8582亿港元。(格 隆汇) 净买入小米集团-W 9.03亿、美团-W 4.34亿、长飞光纤光缆3.69亿、农业银行2.11亿、腾讯控股1.07亿; | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深鉄転 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | -1.3% | 0.87 | 25.32亿 | 阿里巴巴-W | -1.3% | -2.43 | 16.86 Z | | 小米菲国-W | -2.5% | 3.49 | 20.44亿 | 中金公司 | 2.5% | 0.13 | 12.22 亿 | | 长飞光纤光镜 | -0.7% | 2.51 | 17.85 Z | ...
图解丨南下资金连续14日净买入小米,共计138亿港元
Ge Long Hui A P P· 2025-12-17 10:23
格隆汇12月17日|南下资金今日净买入港股79.09亿港元。其中: 净卖出中国移动5.14亿、中国海洋石油1.32亿。 据统计,南下资金已连续14日净买入小米,共计138.4687亿港元;连续6日净买入美团,共计55.5796亿 港元;连续5日净卖出中海油,共计18.6618亿港元。(格隆汇) 净买入小米集团-W 10.63亿、美团-W 7.5亿、南方恒生科技7.45亿、阿里巴巴-W 5.43亿、腾讯控股4.57 亿、长飞光纤光缆4.13亿、紫金矿业3.57亿、中国人寿3.13亿、中芯国际2.17亿、快手-W 1.84亿; | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | 1.3% | 1.43 | 30.01亿 | 阿里巴巴-W | 1.3% | 4.01 | 25.57 Z | | 长飞光纤光缆 | 21.2% | 2.03 | 20.20 Z | 腾讯控股 | 1.4% ...
图解丨南下资金净买入小米,净卖出阿里
Ge Long Hui A P P· 2025-12-16 10:02
Group 1 - Southbound funds net bought Hong Kong stocks worth 82.029 million HKD today [1] - Notable net purchases included Xiaomi Group-W at 633 million, Xpeng Motors-W at 345 million, Tencent Holdings at 197 million, and Meituan-W at 177 million [1] - Significant net sales were observed for Alibaba-W at 631 million, China Mobile at 460 million, SMIC at 459 million, CNOOC at 332 million, and PetroChina at 330 million [1] Group 2 - Southbound funds have net bought Xiaomi for 13 consecutive days, totaling 12.78378 billion HKD [1] - Meituan has seen net purchases for 5 consecutive days, amounting to 4.80742 billion HKD [1] - SMIC has experienced net sales for 6 consecutive days, totaling 2.44528 billion HKD [1] - CNOOC has faced net sales for 4 consecutive days, amounting to 1.73379 billion HKD [1]
图解丨南下资金净买入小米、中国平安
Ge Long Hui A P P· 2025-12-15 09:52
净卖出腾讯控股7.74亿、华虹半导体5.55亿、中国移动5.5亿、中芯国际4.34亿、中国海洋石油4.16亿。 据统计,南下资金已连续12日净买入小米,共计121.5043亿港元;连续4日净买入美团,共计46.2952亿港元;连续5日净卖出中芯国际,共计19.8564亿港 元;连续4日净卖出腾讯,共计24.9089亿港元;连续3日净卖出华虹半导体,共计15.4751亿港元;连续3日净卖出中海油,共计14.0144亿港元。(格隆汇) 格隆汇12月15日|南下资金今日净买入港股36.54亿港元。其中: 净买入小米集团-W 13.82亿、中国平安11.9亿、美团-W 5.47亿、中国人寿3.5亿、阿里巴巴-W 3.04亿、长飞光纤光缆1.77亿、建设银行1.04亿; | | 升段面 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -3.6% | 9.35 | 52.82 Z | 阿里巴巴-W | | 中芯国际 | -4.4% | -0.19 | 23.80 Z | 腾讯控股 | | 小米集团-W ...
图解丨南下资金连续9日净买入小米,共计74亿港元
Ge Long Hui A P P· 2025-12-10 10:03
| | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | 1.5% | 1.98 | 29.87 Z | 阿里巴巴-W | 1.5% | 1.44 | 33.40 Z | | 腾讯控股 | 0.1% | -5.67 | 23.01亿 | 腾讯控股 | 0.1% | -0.38 | 22.47 Z | | 长飞光纤光镜 | 11.0% | 1.61 | 19.43 Z | 小米集团-W | 1.3% | 7.67 | 13.03 Z | | 中心国际 | -0.2% | -3.36 | 17.07 Z | 美国-W | 2.7% | 3.21 | 11.15 Z | | 盘高点象 | 0.3% | -13.23 | 13.27 Z | 中古国际 | -0.2% | -1.15 | 10.49 Z | | 建设银行 | -0.5% | -1.24 | 12.52 Z | 长飞光纤光镜 | ...
图解丨南下资金连续7日净买入小米,共计62亿港元
Ge Long Hui A P P· 2025-12-08 10:32
格隆汇12月8日|南下资金今日净买入港股15.4亿港元。其中: 净买入小米集团-W 11.73亿、中芯国际4.66亿、泡泡玛特4.32亿、农业银行2.91亿、美团-W 1.22亿; 净卖出腾讯控股7.62亿、华虹半导体2.08亿、中国平安1.8亿、阿里巴巴-W 1.03亿。 据统计,南下资金已连续8日净买入美团,共计30.1875亿港元;连续7日净买入小米,共计62.386亿港 元;连续5日净卖出腾讯,共计46.672亿港元;连续3日净卖出阿里,共计18.8075亿港元。(格隆汇) | | 沪股通 | | | 深股通 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 | 深跌幅 | 净买入额(亿) | 成交额 | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | | 阿里巴巴-W | -1.0% | 4.12 | 35.64亿 | 同代理-W | -1.0% | -5.15 | 35.83 Z | | 中心国际 | 2.906 | 6.66 | 29.62亿 | 小米集团-W | -0.5% | 9.72 | 23.24 L | ...
图解丨南下资金大幅加仓小米超30亿港元,减持阿里
Xin Lang Cai Jing· 2025-12-05 09:57
Group 1 - Southbound funds recorded a net purchase of HKD 1.341 billion in Hong Kong stocks today [1] - Notable net purchases included Xiaomi Group-W at HKD 3.013 billion, Tracker Fund at HKD 2.606 billion, and Meituan-W at HKD 607 million [1] - Continuous net buying trends were observed for Meituan over the past 7 days totaling HKD 2.89598 billion and for Xiaomi over the past 6 days totaling HKD 5.0656 billion [1] Group 2 - Significant net selling was noted for Alibaba-W at HKD 1.776 billion and Tencent Holdings at HKD 1.445 billion [1] - Semiconductor company ASMPT experienced a net sell of HKD 439 million, while Kuaishou-W and SMIC also saw net selling [1] - The trend of net selling for SMIC has persisted for 12 consecutive days, amounting to HKD 3.56848 billion [1]