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韩国人,大量涌入中国股市
36氪· 2025-08-13 00:25
韩国证券存托结算院(KSD)旗下子公司SEIBro的数据显示,以成交量为指标,截止至7月25日, 中国已经超越日本和欧盟,成为韩国投资者关注的第二 大海外股票市场。 韩国人又有了"新去处": 中国股票市场。 文 | 任早羽 编辑 | 江江 来源| 盐财经(ID:nfc-yancaijing) 封面来源 | Pixabay 在冲到张家界旅游、扎堆上海city walk之后,韩国人又有了"新去处":中国股票市场。 以下文章来源于盐财经 ,作者任早羽 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 有趣的是,即使是第十名美团-W,其净买入金额也达到了1919.09万美元。但与之相对比,A股市场里,韩国股民所青睐的比亚迪、恒立液压和华泰证券 等股票,其净买入金额仍为百万级别。 | 年份 | 欧盟 | 美国股票 | 日本股票 | 中国股票 | | --- | --- | --- | --- | --- | | | 成交额 | 成交额 | 成交额 | 成交额 | | 2023 | 3735.2 | 273206.46 | (3900.26 | 5630.38 | | 2024 | 7396.99 | 509 ...
韩国人,大量涌入中国股市
虎嗅APP· 2025-08-10 13:24
Core Viewpoint - The article discusses the increasing interest of South Korean investors in the Chinese stock market, highlighting a shift in investment strategies due to market conditions and the pursuit of higher returns [4][11][20]. Group 1: Investment Trends - As of July 25, 2023, China has surpassed Japan and the EU to become the second-largest overseas stock market for South Korean investors, with a cumulative trading volume of $5.63 billion [5][4]. - In 2025, the cumulative trading volume of the Chinese stock market is projected to reach $4.08 billion, indicating a growing trend in South Korean investments [5]. - South Korean investors have shown a preference for Hong Kong stocks over A-shares, with significant net purchases in companies like Xiaomi and BYD, each exceeding $100 million [8][10]. Group 2: Market Dynamics - The net inflow of funds into Chinese stock funds reached 654 billion KRW in the past three months, with a notable 273.9 billion KRW in April alone, reflecting a sustained interest [13][14]. - The average return of Chinese stock funds in Korea was 43.56% over six months, significantly higher than the returns from Korean and US stock funds, which were 1.6% and 13.08% respectively [16]. - The shift in focus towards Chinese stocks is partly driven by the volatility in the US market, prompting South Korean investors to diversify their portfolios [16][17]. Group 3: Socioeconomic Factors - The rising interest in overseas markets, including China, is influenced by stagnant domestic economic conditions, such as a declining job market and low-interest rates, leading to a search for alternative investment opportunities [24][26]. - A survey indicated that 31% of respondents view stocks as the most favorable investment method, surpassing real estate for the first time since 2006, reflecting a significant change in investment preferences [26][27]. - The number of active stock trading accounts in South Korea reached 69.3 million by the end of 2023, indicating a widespread engagement in stock trading among the population [27][28]. Group 4: Regulatory and Market Environment - The South Korean government is taking steps to enhance the attractiveness of the domestic stock market, aiming to address the "Korean discount" phenomenon and encourage investment [29]. - Despite the focus on overseas markets, South Korean investors still maintain a significant interest in the US market, with 96% of offshore trading volume attributed to US stocks as of July 2023 [17][18].