Group 1 - The core viewpoint of the articles highlights the increasing interest of South Korean investors in Chinese stocks, particularly in Hong Kong-listed companies, with Xiaomi being the most favored [1][2]. - As of July 18, 2023, South Korean investors held a total of 66.7 trillion KRW in investable deposits, indicating significant potential for further investments [1]. - The top ten Hong Kong stocks net purchased by South Korean investors over the past year include Xiaomi, BYD, CATL, Alibaba, and others, with Xiaomi leading at a net purchase of 160 million USD [2][3]. Group 2 - In the past month, the most net purchased stocks by South Korean investors include Old Town Gold, Sanhua Intelligent Control, and Xiaomi, with Old Town Gold receiving a net purchase of approximately 2.94 million USD [3]. - The net purchase amounts for other notable stocks include 6.24 million USD for BYD, 6.08 million USD for CATL, and 5.77 million USD for Old Town Gold, showcasing a diverse interest in various sectors [2][3]. - The data indicates a strong trend of South Korean investors favoring technology and consumer goods sectors, as reflected in their stock selections [1][2].

Core Insights - Korean investors show a strong preference for overseas markets, with China ranking as the second most favored market after the United States as of July 17, 2025 [1][14] - The total trading volume of Chinese stocks by Korean investors reached approximately $5.514 billion, second only to the U.S. market's $32.244 billion [14] Group 1: Investment Trends - Korean investors are particularly enthusiastic about Hong Kong stocks, with Xiaomi Group-W being the most held stock as of July 18, 2025 [2][3] - The total amount available for stock purchases by Korean investors reached 66.7 trillion KRW, indicating potential for further investment [2][18] Group 2: Net Buying Rankings - Over the past year, the top ten net bought Hong Kong stocks by Korean investors included Xiaomi Group-W ($160 million), BYD Company ($62.44 million), and CATL ($60.85 million) [3][4] - In the past month, the leading net bought stocks were Old Peking Gold ($2.94 million), followed by Sanhua Intelligent Controls ($2.09 million) and Xiaomi Group-W ($1.99 million) [4][5] Group 3: Recent Weekly Trends - From July 11 to July 18, 2025, Alibaba-W topped the net buying list among Korean investors with a net purchase of $13.38 million [7][8] Group 4: Market Capitalization - As of July 18, 2025, the top ten stocks held by Korean investors by market value included Xiaomi Group-W ($251 million), Tencent Holdings ($217 million), and Alibaba-W ($176 million) [9][10] Group 5: Market Sentiment and Leverage - The KOSPI index has increased by 32.89% this year, driven by improved corporate governance and optimistic market sentiment [18] - The amount of margin loans outstanding reached 21.6 trillion KRW, indicating a high level of leverage among retail investors [18]

Core Viewpoint - Korean investors are increasingly favoring Chinese stocks, with China ranking as the second most popular overseas market for Korean stockholders after the United States, as evidenced by significant trading volumes in 2025 [1][2]. Group 1: Trading Volume and Preferences - As of July 17, 2025, the cumulative trading volume of Chinese stocks by Korean investors reached approximately $5.514 billion, trailing only behind the U.S. stocks at $32.244 billion [1][2]. - In 2023, the trading volume for Chinese stocks was $563 million, which increased to $4.081 billion in 2024, and further to $5.514 billion in 2025, indicating a growing interest [2]. Group 2: Popular Stocks Among Korean Investors - The most held Hong Kong stock by Korean investors is Xiaomi Group-W, with a net purchase amount of $160 million over the past year [3][4]. - Other top net purchases include BYD Company with $62.44 million, CATL with $60.85 million, and Alibaba Group-W with $57.69 million [4][5]. - In the past month, the top net purchases were led by Lao Pu Gold, followed by Sanhua Intelligent Control and Xiaomi Group-W [6][7]. Group 3: Market Capitalization of Holdings - As of July 18, 2025, the market capitalization of the top ten Hong Kong stocks held by Korean investors includes Xiaomi Group-W at $251 million, Tencent Holdings at $217 million, and Alibaba Group-W at $176 million [10].

【导读】 名单来了！韩国股民疯狂加仓这些股票！ 中国基金报记者 吴娟娟 韩国股民抢筹中国股票。 来自韩国证券存托结算院（KSD）旗下 SEIBro 的数据显示，以成交额计，今年以来截至 7 月17日， 中国位列韩国股民最喜爱的海外市场的第二名，仅次于美国。 韩国股民尤其热衷港股。截至 7 月 18 日，韩国股民持有金额最多的港股为小米集团-W。 值得注意的是，截至7月18日，韩国股民可用于购买股票的投资者存款达 66.7 万亿韩元，处 于近年的高位，表明股民还有加仓的空间。 过去一年，小米集团-W位居净买入金额榜首 韩国股民对港股的热情高涨。 来自SEIBro的 数据显示，截至 2025 年 7 月 18 日，过去一年，韩国股民净买入金额排名 前10的港股分别为小米集团-W、比亚迪股份、宁德时代、阿里巴巴-W、老铺黄金、泡泡玛 特、百济神州、三花智控、 Global X 恒生科技 ETF 、优必选。 其间，韩国股民净买入小米集团-W的金额为 1.60 亿美元，净买入比亚迪股份的金额为 6243.77 万美元，净买入宁德时代的金额为 6085.39 万美元，净买入老铺黄金的金额为 5769.15 万美元，净买入 ...