Group 1 - Southbound funds recorded a net purchase of 6.683 billion HKD today [1] - Xpeng Motors-W and SMIC were the top net buyers, with net purchases of 873 million HKD and 768 million HKD respectively [1] - Construction Bank also saw a net purchase of 168 million HKD [1] Group 2 - Alibaba-W had the highest net sell amount, totaling 1.487 billion HKD [1]

Group 1 - Southbound funds recorded a net sell of 30.47 billion HKD today [1] - Alibaba-W, Tencent Holdings, and Kangfang Biotech experienced net sells of 32.26 billion HKD, 8.85 billion HKD, and 7.4 billion HKD respectively [1] - Meituan-W saw a contrary trend with a net buy of 9.87 billion HKD [1]

Group 1 - The Hang Seng Index rose by 1.23% on June 25, with southbound funds totaling a transaction amount of 1416.41 billion HKD, including 756.07 billion HKD in buy transactions and 660.34 billion HKD in sell transactions, resulting in a net buy amount of 95.74 billion HKD [1] - The southbound trading through Stock Connect (Shenzhen) had a total transaction amount of 508.73 billion HKD, with net buying of 48.20 billion HKD, while Stock Connect (Shanghai) had a total transaction amount of 907.68 billion HKD, with net buying of 47.54 billion HKD [1] - The most actively traded stock by southbound funds was Guotai Junan International, with a total transaction amount of 178.72 billion HKD and a net buy of 16.62 billion HKD, followed by SMIC and Xiaomi Group with transaction amounts of 71.47 billion HKD and 50.21 billion HKD respectively [1] Group 2 - Among the stocks listed, Guotai Junan International, SMIC, and ZhongAn Online were among the nine stocks that appeared on both Shenzhen and Shanghai Stock Connect active trading lists, with Guotai Junan International having a net buy of 16.62 billion HKD and SMIC a net buy of 14.25 billion HKD [2] - There were three stocks that received net buying from southbound funds for more than three consecutive days, with China Construction Bank leading at 11 days, followed by SMIC at 5 days and Pop Mart at 3 days, with net buying amounts of 74.39 billion HKD, 33.84 billion HKD, and 10.03 billion HKD respectively [2] - The stocks with the highest net selling included Tencent Holdings, Alibaba-W, and Xiaomi Group-W, with total net selling amounts of 202.28 billion HKD, 32.10 billion HKD, and 22.12 billion HKD respectively [2]

Group 1 - Southbound funds recorded a net purchase of 12.42 billion HKD today [1] - China Construction Bank received a net purchase of approximately 2.10 billion HKD, ranking among the top [1] - Shandong Molong also saw a net purchase of about 0.27 billion HKD [1] Group 2 - Tencent Holdings experienced a net sell-off of approximately 6.13 billion HKD [1]

Group 1 - Southbound funds recorded a small net purchase of 12.42 million HKD today [1] - China Construction Bank, Shandong Molong, and United Energy Group received net purchases of 2.1 million HKD, 0.27 million HKD, and 0.25 million HKD respectively [1] - Tencent Holdings experienced the highest net sell-off, amounting to 6.13 million HKD [1]

Core Insights - Southbound funds recorded a cumulative net inflow of approximately HKD 154.57 billion this week, an increase of about HKD 5.3 billion compared to the previous week [2] - The total trading volume of southbound funds reached HKD 640.38 billion, reflecting a significant increase of approximately 56% week-on-week, while the Hang Seng Index experienced fluctuations [2] Fund Flow Summary - Major net purchases included Meituan-W (HKD 56.75 billion), BYD Company (HKD 29.79 billion), and China Construction Bank (HKD 22.05 billion) [3][5] - Significant net sales were observed in Tencent Holdings (HKD 110.29 billion), Alibaba-W (HKD 70.23 billion), and Xiaomi Group-W (HKD 64.36 billion) [4][5] Stock Performance - Meituan-W saw a cumulative decline of 2.47% this week, with short-term funds continuing to flow in, adding 28.1 million shares over the past five days [5] - BYD Company experienced a cumulative drop of 1.35%, with a slower inflow of short-term funds, adding 15.8 million shares [5] - China Construction Bank increased by 4.81%, with continued inflow of short-term funds, adding 290 million shares [5] - Xinda Biopharmaceuticals rose by 10.32%, with accelerated inflow of short-term funds, adding 28.83 million shares [5] - Tencent Holdings declined by 0.97%, with continued outflow of short-term funds, reducing holdings by 3.69 million shares [5] - Alibaba-W fell by 2.31%, with ongoing outflow of short-term funds, reducing holdings by 10.74 million shares [5] Daily Trading Activity - On June 13, southbound funds recorded a net inflow of approximately HKD 1.89 billion, with the Shanghai-Hong Kong Stock Connect showing a net outflow of HKD 27.89 billion and the Shenzhen-Hong Kong Stock Connect showing a net inflow of HKD 29.79 billion [6] - The trading volume of southbound funds on the same day was about HKD 158.25 billion, accounting for 53.77% of the total trading volume of the Hang Seng Index, indicating a strong market presence [6]

Group 1 - Southbound funds recorded a net purchase of approximately 1.376 billion HKD today [1] - China Construction Bank received the highest net purchase of about 707 million HKD [1] - Meituan also saw a significant net purchase of around 370 million HKD [1] Group 2 - Xiaomi Group experienced a net sell-off of approximately 1.832 billion HKD [1]

从连续性进行统计， 有1只股获南向资金连续3天以上净买入，连续净买入天数较多的有美团-W，连续 净买入天数分别为16天。以其间净买入金额统计，净买入金额最多的是美团-W，合计净买入为175.27 亿港元。有3只股获连续净卖出，净卖出金额居前的有腾讯控股、小米集团-W、中芯国际等，合计净卖 出金额分别为80.54亿港元、56.31亿港元、6.27亿港元。（数据宝） 6月9日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 01801 | 信达生物 | 271750.94 | 112494.78 | 8.00 | | 03690 | 美团-W | 470002.94 | 104634.04 | 4.73 | | 02015 | 理想汽车-W | 108280.18 | 45205.40 | 2.74 | | 01093 | 石药集团 | 224175.92 | 40844.52 | -0.45 | | 01530 | 三生制药 | 67163.91 | 26521.08 | 8.1 ...

6月6日恒生指数下跌0.48%，南向资金全天合计成交金额为1006.57亿港元，其中，买入成交537.12亿港 元，卖出成交469.46亿港元，合计净买入金额67.66亿港元。具体来看，港股通（深）累计成交金额 386.88亿港元，买入成交188.38亿港元，卖出成交198.50亿港元，合计净卖出金额10.12亿港元；港股通 （沪）累计成交金额619.69亿港元，买入成交348.74亿港元，卖出成交270.96亿港元，合计净买入金额 77.78亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是快手-W，合计成交额43.16亿港元，小 米集团-W、石药集团成交额紧随其后，分别成交34.12亿港元、31.57亿港元。以净买卖金额统计，净买 入的个股共有8只，比亚迪股份净买入额为25.95亿港元，净买入金额居首，该股收盘股价下跌2.18%， 美团-W净买入额为9.95亿港元，建设银行净买入额为6.95亿港元。净卖出金额最多的是腾讯控股，净卖 出13.90亿港元，该股收盘股价平盘报收，理想汽车-W、中芯国际遭净卖出2.75亿港元、2.53亿港元。 | 09923 | 移卡 | 169138.92 | ...

5月29日恒生指数上涨1.35%，南向资金全天合计成交金额为990.06亿港元，其中，买入成交516.94亿港 元，卖出成交473.12亿港元，合计净买入金额43.82亿港元。具体来看，港股通（深）累计成交金额 334.38亿港元，买入成交168.17亿港元，卖出成交166.21亿港元，合计净买入金额1.96亿港元；港股通 （沪）累计成交金额655.68亿港元，买入成交348.77亿港元，卖出成交306.91亿港元，合计净买入金额 41.86亿港元。 5月29日南向资金成交活跃股 | 代码 | 简称 | 成交金额（万港元） | 成交净买入（万港元） | 今日涨跌幅（%） | | --- | --- | --- | --- | --- | | 03690 | 美团-W | 712189.63 | 104396.29 | 6.62 | | 06060 | 众安在线 | 339810.30 | 75644.16 | 31.56 | | 01093 | 石药集团 | 202989.66 | 36597.45 | 11.73 | | 09992 | 泡泡玛特 | 192367.26 | 17803.28 | 4.31 ...