①Southbound funds recorded a net inflow of approximately HKD 24.8 billion this week. Which individual stocks did the funds add to their positions? ②Xiaomi Group has seen cumulative fund inflows exceeding HKD 5.9 billion over the past seven days. How did its share price perform this week?
According to data from Wind, southbound funds recorded a cumulative net inflow of approximately HKD 24.773 billion this week, which is about HKD 13.9 billion less than last week. The total trading volume for the week was HKD 520.834 billion, an increase of approximately HKD 13.9 billion compared to the previous week, accounting for 44.71% of the total trading volume of the Hang Seng Index this week. In recent stages, funds have played a supportive role in the broader market.
In terms of individual stocks, over the past seven days, Southbound funds:
Significant net purchases: Xiaomi Group-W (01810.HK) with HKD 5.961 billion; China National Offshore Oil Corporation (00883.HK) with HKD 2.819 billion.
Significant net sales: Alibaba-W (09988.HK) with HKD 3.149 billion.
Key Investment Highlights
Xiaomi Group-W rose by 0.28% cumulatively this week. Short-term funds continued to flow in, with an addition of 69.63 million shares over the past five days.
China National Offshore Oil Corporation rose by 5.76% cumulatively this week. The trend of short-term fund inflows continued, with an addition of 129 million shares over the past five days.
Alibaba-W fell by 3.25% cumulatively this week. Short-term funds were mainly outflows, with a reduction of 20.96 million shares over the past five days.
Note: Due to HKEX's T+2 settlement, the data reflects the past five days as of two days ago.
Today, Southbound funds recorded a net inflow of approximately HKD 12.887 billion against the market trend, with Shanghai-Hong Kong Stock Connect contributing about HKD 7.273 billion and Shenzhen-Hong Kong Stock Connect adding about HKD 5.614 billion. The total daily turnover reached approximately HKD 96.669 billion, equivalent to 41.53% of the Hang Seng Index's trading volume for the day.
According to data from the Hong Kong Stock Exchange, today's southbound capital:
Significant net purchases: Alibaba-W (09988.HK) at HKD 2.257 billion; SMIC (00981.HK) at HKD 804 million; Xiaomi Group-W (01810.HK) at HKD 611 million; XPeng Motors-W (09868.HK) at HKD 467 million.
Significant net sales: China Life (02628.HK) at HKD 262 million; Pop Mart (09992.HK) at HKD 237 million.
SMIC fell by 2.78% today, with some short-term funds flowing back in. Over the past five days, there has been an accumulation of 9.4 million shares.
XPeng Motors-W dropped by 6.80% today, with short-term funds predominantly outflowing. In the last five days, there has been a reduction of 1.6 million shares.
China Life declined by 3.25% today, with short-term funds still primarily flowing in. Over the past five days, there has been an accumulation of 42.98 million shares.
Pop Mart fell by 1.81% today, with short-term funds continuing to flow in. Over the past five days, there has been an accumulation of 2.55 million shares.
