南下资金
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图解丨南下资金净买入中海油、快手和长飞光纤光缆
Ge Long Hui A P P· 2026-03-26 10:35
Group 1 - Southbound funds net bought Hong Kong stocks totaling 33.4 billion HKD on March 26 [1][3] - The top net purchases included: - 1.37 billion HKD in the Tracker Fund of Hong Kong - 1.10 billion HKD in CNOOC - 910 million HKD in Kuaishou-W - 710 million HKD in Yangtze Optical Fibre and Cable - 679 million HKD in Meituan-W - 339 million HKD in Tencent Holdings - 331 million HKD in Southern Hang Seng Technology [1] - The top net sales included: - 998 million HKD in Alibaba-W - 522 million HKD in SMIC - 372 million HKD in China Mobile [1] Group 2 - Southbound funds have net bought Yangtze Optical Fibre and Cable for four consecutive days, totaling 1.83625 billion HKD [1] - Southbound funds have net sold SMIC for nine consecutive days, totaling 3.88926 billion HKD [1]
图解丨南下资金净买入港股223亿港元,大幅加仓泡泡玛特、美团和阿里
Ge Long Hui A P P· 2026-03-25 09:56
Group 1 - Southbound funds net bought Hong Kong stocks worth 22.323 billion HKD today [1][4] - The top net purchases included: - Tracker Fund of Hong Kong (113.8 million HKD) - Hang Seng China Enterprises (33.99 million HKD) - Pop Mart (23.09 million HKD) - Meituan-W (17.19 million HKD) - Alibaba-W (15.08 million HKD) - Southern Hang Seng Technology (13.17 million HKD) - Xiaomi Group-W (9.73 million HKD) [1][4] - The top net sales included: - China National Offshore Oil Corporation (10.57 million HKD) - Tencent Holdings (6.24 million HKD) [1][4] Group 2 - Southbound funds have net bought Pop Mart for three consecutive days, totaling 3.44988 billion HKD [1][4]
2026.03.16-2026.03.22:港股通数据统计周报-20260324
Zhe Shang Guo Ji Jin Rong Kong Gu· 2026-03-24 06:02
Group 1: Top Net Buy/Sell Companies - The top net buy company is Lantu Automotive (7489.HK) with a net buy amount of ¥25.44 billion, holding an increase of 400,669,346 shares[8] - China National Offshore Oil Corporation (0883.HK) ranks second with a net buy of ¥24.94 billion, increasing 82,099,307 shares[8] - The top net sell company is SMIC (0981.HK) with a net sell amount of -¥13.12 billion, decreasing 23,053,910 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The net buy/sell distribution shows significant inflows in the Consumer Discretionary sector, while the Energy sector also sees notable activity[13] - Financials and Information Technology sectors are among the top industries for net buying, indicating strong investor interest[13] Group 3: Active Stocks - The most active stock in the Shanghai-Hong Kong Stock Connect is the Tracker Fund of Hong Kong (2800.HK) with a total trading volume of ¥100.35 billion, showing a net sell of -¥100.24 billion[18] - Alibaba (9988.HK) is also highly active with a trading volume of ¥81.62 billion and a net buy of ¥18.59 billion[18] - Tencent Holdings (0700.HK) has a trading volume of ¥35.47 billion with a net buy of ¥5.80 billion, reflecting ongoing investor interest[18]
图解丨南下资金净买入腾讯、阿里和比亚迪
Ge Long Hui A P P· 2026-03-16 10:01
Group 1 - Southbound funds recorded a net sell of HKD 1.25 billion in Hong Kong stocks today [1] - Notable net purchases included Tencent Holdings at HKD 2.287 billion, Alibaba-W at HKD 706 million, BYD Company at HKD 586 million, Geely Automobile at HKD 442 million, Hua Hong Semiconductor at HKD 387 million, China National Offshore Oil Corporation at HKD 347 million, and Yangtze Optical Fibre and Cable at HKD 165 million [1] - Significant net sells were observed in the Tracker Fund of Hong Kong at HKD 3.574 billion, Xiaomi Group-W at HKD 844 million, and Semiconductor Manufacturing International Corporation at HKD 330 million [1] Group 2 - Southbound funds have continuously net bought China National Offshore Oil Corporation for four consecutive days, totaling HKD 3.38424 billion [2]
2026.03.02-2026.03.08:港股通数据统计周报-20260311
Zhe Shang Guo Ji Jin Rong Kong Gu· 2026-03-11 03:15
Group 1: Top Net Buy/Sell Companies - The top net buy company was 盈富基金 (2800.HK) with a net buy amount of 13.734 billion CNY, representing a holding change of 529,873,500 shares[8] - The top net sell company was 阿里巴巴-W (9988.HK) with a net sell amount of -6.438 billion CNY, with a holding change of -49,259,652 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The energy sector showed a net buy of 22.70 billion CNY, while the information technology sector had a net buy of 48.86 billion CNY[14] - The financial sector experienced a net sell of -28.47 billion CNY, indicating a significant outflow from this industry[14] Group 3: Active Stocks - 腾讯控股 (0700.HK) was the most active stock in the Shanghai-Hong Kong Stock Connect with a total trading volume of 39.69 billion CNY and a net buy of 10.18 billion CNY[18] - 阿里巴巴-W (9988.HK) had a total trading volume of 36.23 billion CNY with a net sell of -1.94 billion CNY, indicating a decline in investor interest[18]
港股通数据统计周报-20260303
Zhe Shang Guo Ji Jin Rong Kong Gu· 2026-03-03 08:36
Group 1: Top Net Buy/Sell Companies - Tencent Holdings (0700.HK) had a net buy amount of ¥146.77 billion, with a holding change of 28,334,468 shares[8] - Alibaba Group (9988.HK) saw a net buy of ¥52.66 billion, with a holding change of 36,851,141 shares[8] - Zijin Mining (2899.HK) was the top net sell company with a net sell amount of -¥16.98 billion, with a holding change of -37,743,221 shares[9] Group 2: Industry Distribution of Net Buy/Sell - The technology sector had significant net buying, leading with ¥146.77 billion from Tencent and ¥42.69 billion from Xiaomi[8] - The materials sector experienced notable net selling, with Zijin Mining and Jiangxi Copper reporting net sells of -¥16.98 billion and -¥10.90 billion respectively[9] - The financial sector also saw net selling, with China Ping An reporting a net sell of -¥10.46 billion[9] Group 3: Active Stocks - The top active stock in the Shanghai-Hong Kong Stock Connect was the Yingfu Fund (2800.HK) with a total trading volume of ¥68.61 billion and a net buy of ¥67.77 billion[18] - Tencent Holdings (0700.HK) was also active with a trading volume of ¥27.64 billion and a net buy of ¥2.36 billion[18] - Alibaba Group (9988.HK) had a trading volume of ¥27.41 billion but a net sell of -¥1.93 billion, indicating selling pressure despite high activity[18]
图解丨南下资金净买入美团、小米和快手
Ge Long Hui A P P· 2026-02-24 10:24
Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 3.131 billion today [1] - The largest net purchases were in Southern Hang Seng Technology (HKD 1.585 billion), Meituan-W (HKD 0.687 billion), Xiaomi Group-W (HKD 0.437 billion), Kuaishou-W (HKD 0.304 billion), UBTECH (HKD 0.242 billion), and SMIC (HKD 0.22 billion) [1] - Southbound funds have net bought Meituan for five consecutive days, totaling HKD 2.62343 billion, and Xiaomi for three consecutive days, totaling HKD 2.66892 billion [1] Group 2 - Tencent Holdings experienced a decline of 3.4% with a net buy of HKD 0.393 billion [3] - Alibaba-W also saw a drop of 2.8% with a net sell of HKD 0.065 billion [3] - Longi Green Energy had a slight increase of 1.2% with a net buy of HKD 0.247 billion [3] - Bubble Mart faced a significant decline of 5.9% with a net sell of HKD 1.01 billion [3] - Meituan-W declined by 4.2% with a net buy of HKD 0.25 billion [3]
南下资金净买入港股超20亿港元
Jin Rong Jie· 2026-02-13 02:16
Group 1 - The core point of the article is that southbound funds have net purchased over 2 billion Hong Kong dollars in Hong Kong stocks to date [1] Group 2 - The article highlights the increasing interest of southbound capital in the Hong Kong stock market [1] - The net inflow of funds indicates a positive sentiment towards Hong Kong equities [1] - This trend may suggest potential investment opportunities in the Hong Kong market [1]
图解丨南下资金净买入腾讯、小米和美团
Ge Long Hui A P P· 2026-02-12 10:16
Group 1 - Southbound funds net purchased Hong Kong stocks worth 45.67 billion HKD today [1] - The top net purchases included Tencent Holdings at 14.29 billion HKD, Xiaomi Group-W at 10.2 billion HKD, Meituan-W at 9.84 billion HKD, Kingsoft Cloud at 1.89 billion HKD, and China National Offshore Oil Corporation at 1.38 billion HKD [1] - The top net sales were WuXi Biologics at 3.91 billion HKD, Zijin Mining at 3.46 billion HKD, and Pop Mart at 3.01 billion HKD [1] Group 2 - Southbound funds have net purchased Meituan for three consecutive days, totaling 16.9334 billion HKD [1] - Southbound funds have also net purchased China National Offshore Oil Corporation for three consecutive days, totaling 6.8067 billion HKD [1]
图解丨南下资金净买入腾讯,净卖出阿里
Xin Lang Cai Jing· 2026-02-11 09:56
Group 1 - Southbound funds net bought Hong Kong stocks worth 4.816 billion HKD on February 11 [1] - Notable net purchases included Tencent Holdings at 735 million HKD, Zijin Mining International at 191 million HKD, Meituan-W at 162 million HKD, Pop Mart at 144 million HKD, and CNOOC at 122 million HKD [1] - Significant net sales were observed in Alibaba-W at 520 million HKD, SMIC at 390 million HKD, China Life at 246 million HKD, Yangtze Optical Fibre at 159 million HKD, and Xiaomi Group-W at 100 million HKD [1]