Group 1 - Korean investors have significantly increased their investments in Chinese assets, with Hong Kong becoming the second-largest overseas investment destination for South Korea [1][2] - The cumulative trading volume in the Hong Kong stock market by Korean investors has exceeded $5.8 billion this year, with net purchases of Chinese stocks amounting to approximately $499 million [1][3] - The performance of China-themed ETFs listed in South Korea has been impressive, with some products achieving monthly returns exceeding 60% [1] Group 2 - Younger generations in South Korea are increasingly interested in investing in Chinese stocks, influenced by easier access to information and travel opportunities [2][6] - The number of active stock trading accounts in South Korea has reached 69.3 million, indicating a highly active retail investor base [2] - Korean asset management companies are launching products linked to Chinese assets, such as ETFs focused on electric vehicles and artificial intelligence [5][6] Group 3 - Korean investors are particularly focused on high-growth sectors in the Chinese market, including electric vehicles, batteries, artificial intelligence, and technology [3][7] - The net buying of Chinese stocks by Korean individual investors has turned positive for the first time in three years, with a notable increase in custodial funds in the Hong Kong market [3][7] - Korean financial institutions are actively promoting investment in Chinese stocks through various initiatives and fee waivers [4][6] Group 4 - The optimism among Korean investors regarding Chinese assets is driven by favorable policies and valuation opportunities, with expectations of continued market recovery [7][8] - Analysts predict that the revaluation of Chinese stocks will persist until 2026, supported by economic stimulus measures and structural changes in the market [7][8] - Despite short-term uncertainties, the long-term outlook for investment in China remains positive due to domestic demand recovery and manufacturing competitiveness [8] Group 5 - Investors are increasingly recognizing the global competitiveness of Chinese companies in sectors like new energy, AI, and consumer goods, leading to a shift in investment focus [6][10] - The average returns on Chinese stocks held by Korean investors have outperformed those of local stocks, with some reporting gains of 15% to 20% [10] - There is a growing trend among investors to increase their allocation to Chinese assets as a core component of their investment strategy [10]

"想了解和投资中国股票的年轻人越来越多。"韩国人李哲告诉记者，他曾就职于山东一家韩系汽车配件 厂，目前从事贸易工作。李哲本人就有投资中国的股票。"我本来想在中国的证券公司开设账户，但外 国人开户的流程和需要的资料比较复杂。所以只能回到韩国国内的券商开户。好处是方便，但现在只能 投资港股，不能直接投资A股。"李哲告诉记者，十多年前投资中国股票的韩国人并不多，他认识的韩 国人里，主要还是在中国工作过，熟悉中国产业和企业的人。 "因为工作的原因，我比较了解中国的汽车产业。相比韩国的汽车企业，中国企业的创新能力和成本控 制能力强。韩国企业原来一大优势是国际化，但现在中国企业出海的速度也很快。"李哲继续说道，"今 年的情况有些不一样，年轻一代的人越来越关注中国的市场，这或许和去年开始中国对韩国持普通护照 人员试行免签政策有关。越来越多人特别是年轻人，可以到中国了解到真实的发展状况。另外，现在社 交媒体发达，中国出现什么新潮东西，韩国这边很快就知道了。" 事实上，韩国拥有庞大且高度活跃的散户投资者群体。作为一个总人口仅为5000余万人的国家，截至 2023年底的活跃股票交易账户却高达6930万个。在2024年10月前，韩 ...