11月21日南向资金全天成交额1181.47亿港元，成交净买入1.05亿港元。 证券时报·数据宝统计显示，11月21日恒生指数下跌2.38%，南向资金合计买入成交591.26亿港元，卖出 成交590.21亿港元，合计成交额1181.47亿港元，全天成交净买入1.05亿港元，连续6日净买入。 具体看，港股通（沪）买入成交364.65亿港元，卖出成交359.67亿港元，合计成交额724.32亿港元，成 交净买入4.98亿港元；港股通（深）买入成交226.61亿港元，卖出成交230.54亿港元，合计成交457.15亿 港元，成交净卖出3.93亿港元。（数据宝） （文章来源：证券时报网） 南向资金今日成交概况 | | 买入成交额（亿港元） | 卖出成交额（亿港元） | 成交净买入（亿港元） | | --- | --- | --- | --- | | 港股通（深） | 226.61 | 230.54 | -3.93 | | 港股通（沪） | 364.65 | 359.67 | 4.98 | | 合计 | 591.26 | 590.21 | 1.05 | ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 小米集团-W(01810) | 33.45 亿元 | -5.20 亿元 | | 盈富基金(02800) | 27.09 亿元 | +26.95 亿元 | | 阿里巴巴-W(09988) | 26.28 亿元 | +8.81 亿元 | | 腾讯控股(00700) | 18.13 亿元 | +7.55 亿元 | | 中芯国际(00981) | 15.23 亿元 | -3364.83 万元 | | 南方恒生科技(03033) | 9.69 亿元 | +8.88 亿元 | | 小鹏汽车-W(09868) | 6.81 亿元 | +2.30 亿元 | | 华虹半导体(01347) | 6.40 亿元 | -614.67 万元 | | 恒生中国企业(02828) | 6.35 亿元 | +6.00 亿元 | | 赣锋锂业(01772) | 6.12 亿元 | -2587.36 万元 | 2025年11月20日当天，小米集团-W(01810)、盈富基金(02800)、阿里巴巴-W(09988)位居沪港通 ...

| 代码 | 简称 | 类型 | 成交金额 | 成交净买入 | 日涨跌幅 | | --- | --- | --- | --- | --- | --- | | | | | （万港元） | （万港元） | （%） | | 09988 阿里巴巴-W | | 港股通(沪) | | 586255.93 167841.95 | -0.19 | | 00700 | 腾讯控股 | 港股通(沪) | 391208.79 | -83071.89 | -2.04 | | 09988 阿里巴巴-W | | 港股通(深) | | 341640.00 161823.98 | -0.19 | | 01810 小米集团-W | | 港股通(沪) | 307467.84 | 63300.59 | -2.81 | | 00981 | 中芯国际 | 港股通(沪) | 258783.11 | -12799.29 | 1.44 | | 01347 华虹半导体 | | 港股通(沪) | 225237.97 | 2910.50 | 3.48 | | 09868 小鹏汽车-W | | 港股通(沪) | 203180.50 | 82887.44 | -10. ...

港股通数据统计周报 2025.11.10-2025.11.16 | 分析师： | 沈凡超 | | --- | --- | | 中央编号： | BTT231 | | 联系电话： | 852-4623 5564 | | 邮箱： | hector@cnzsqh.hk | 1 目录 2 l 港股通前十大净买入/卖出公司 l 港股通净买入/卖出行业分布 l 港股通前十大活跃个股 l 港股通与南下资金介绍 港股通前十大净买入/卖出公司 3 港股通本周前十大净买入公司（2025.11.10-2025.11.16） | | 序号 证券代码 | 证券简称 | 行业 | 港股通持股变动数 净买入金额(亿元) | | | --- | --- | --- | --- | --- | --- | | 7 | 1810. HK | 小米集团-W | 信息技术 | 105862338 | 44. 84 | | 2 | 0883. HK | 中国海洋石油 | 能源 | 147299898 | 33.00 | | 3 | 1398. HK | 工商银行 | 金融 | 319540224 | 20. 99 | | 4 | 2318. HK | ...

Core Viewpoint - The recent influx of funds into dividend-related ETFs indicates a strong long-term investment value in the dividend sector, particularly benefiting from the current "high cut low" market rotation trend [1][2] Group 1: Dividend Sector Investment Value - The Hong Kong dividend index has shown significant long-term excess returns, outperforming both the Hang Seng Index and the CSI Dividend Index, with a dividend yield of 5.80% as of November 10, compared to 4.22% for the CSI Dividend Index [1] - High-dividend companies typically possess stable profitability, solid fundamentals, ample cash flow, and lower volatility, making them attractive investment options [1] - The shift in investment paradigms from high growth to high quality aligns with the characteristics of dividend assets, which are becoming increasingly valuable in a weak economic recovery [2] Group 2: Characteristics of the Hang Seng Hong Kong Stock Connect Central State-Owned Enterprise Dividend Index - The index exhibits a lower valuation, with a price-to-earnings (P/E) ratio of 7.5 and a price-to-book (P/B) ratio of 0.66, significantly lower than other indices and the overall Hong Kong market [3] - The index has demonstrated excellent volatility control, with an annualized volatility of 18.88%, lower than comparable indices, providing a strong defensive attribute [3] - The index has delivered impressive long-term returns, with a year-to-date increase of over 39%, outperforming similar high-dividend indices [4]

今日港股表现强势，消费板块领涨，医药股午后发力，截至收盘，中证港股通消费主题指数上涨3.0%，中证港股通互联网指数上涨2.2%，恒生港股通新经 济指数上涨1.6%，中证港股通医药卫生综合指数上涨1.4%，恒生科技指数上涨1.3%。 港股市场迎来又一里程碑，今日南向资金通过港股通净买入66.54亿港元，使得年内净买入额突破1.3万亿港元，自港股通开通以来的累计净流入规模也突破5 万亿港元，刷新互联互通机制开通以来的最高纪录。 1. 3 港股通医药ETF 跟踪中证港股通医药卫生综合指数 该指数由港股通范围内医疗卫 生行业中50只流动性较好、市 值较大的股票组成,医疗保健 行业权重占比超90% �日 该指数消 1. 4' 技主题高度相关的、市值最大 的30只股票组成,信息技术及 可选消费行业合计占比超90% 该指数泪 港股通互联网ETF 跟踪中证港股通互联网指数 该指数由港股通范围内30家互 联网龙头公司的股票组成,主 要包括信息技术、可选消费行 令日 该指数污 每日经济新闻 ...

Core Insights - Southbound funds through the Hong Kong Stock Connect recorded a net purchase of HKD 66.54 billion on November 10, marking a year-to-date net inflow exceeding HKD 1.3 trillion, and the cumulative net inflow since the launch of the Stock Connect has surpassed HKD 5 trillion, setting a new record since the interconnection mechanism was established [1] Summary by Categories Monthly and Yearly Performance - Total net purchases for the month reached HKD 453.32 billion, with HKD 160.53 billion from the Shanghai Stock Connect and HKD 292.79 billion from the Shenzhen Stock Connect [2] - Year-to-date total net purchases stand at HKD 13,053.49 billion, with HKD 7,735.22 billion from the Shanghai Stock Connect and HKD 5,318.27 billion from the Shenzhen Stock Connect [2] Recent Trends - In the last three months, net purchases amounted to HKD 4,045.50 billion, with HKD 1,754.66 billion from the Shanghai Stock Connect and HKD 2,290.83 billion from the Shenzhen Stock Connect [2] - Over the past six months, total net purchases reached HKD 6,927.56 billion, with HKD 3,549.36 billion from the Shanghai Stock Connect and HKD 3,378.20 billion from the Shenzhen Stock Connect [2] Historical Data - Since the launch of the Stock Connect, cumulative net inflows have reached HKD 50,031.41 billion, with HKD 27,927.31 billion from the Shanghai Stock Connect and HKD 22,104.10 billion from the Shenzhen Stock Connect [2]

Core Insights - As of November 10, southbound funds net purchased Hong Kong stocks amounting to 6.654 billion HKD, pushing the year-to-date net purchase amount to over 1.3 trillion HKD [1] - Cumulative net inflow since the launch of the Stock Connect program has surpassed 5 trillion HKD, setting a new record since the inception of the mutual market access mechanism [1] Summary by Categories - **Market Activity** - Southbound funds net buying reached 6.654 billion HKD on November 10 [1] - Year-to-date net purchases exceeded 1.3 trillion HKD [1] - **Cumulative Inflows** - Total net inflow since the Stock Connect program began has crossed 5 trillion HKD [1] - This figure marks the highest level recorded since the mutual market access mechanism was established [1]

Core Insights - The Hong Kong stock market has reached a new milestone with southbound funds net buying 66.54 billion HKD on November 10, leading to a total net purchase exceeding 1.3 trillion HKD for the year [1] - Cumulative net inflow since the launch of the Stock Connect program has surpassed 5 trillion HKD, setting a new record since the inception of the mutual market access mechanism [1]

Core Insights - The Hong Kong stock market has reached a new milestone with a net inflow of 66.54 billion HKD from southbound funds on November 10, marking a significant increase in investment activity [1] - The total net inflow for the year has surpassed 1.3 trillion HKD, indicating strong investor interest and confidence in the market [1] - Cumulatively, the net inflow since the launch of the Stock Connect program has exceeded 5 trillion HKD, setting a new record since the inception of the mutual market access mechanism [1]