Since late October 2022, "falling" Hong Kong stocks have rebounded sharply, doubling the market's attention to the Hong Kong stock market. From the perspective of public offering funds, funds have increased their allocation to Hong Kong stocks in the fourth quarter of 2022.

According to statistics, as of the fourth quarter of last year, the amount of Hong Kong stocks held by active funds was 228.249 billion yuan, an increase of 38.37% over the previous quarter, and the position of Hong Kong stocks increased from 7.22% to 9.90%.

From the perspective of industry distribution, the positions held by funds in Hong Kong stocks in the Internet and health care industries rebounded more, while positions in essential consumption, energy and telecommunications industries declined significantly.

In terms of individual stocks, as of the end of the fourth quarter of last year, the top five major Hong Kong stocks held by the fund were$TENCENT (00700.HK)$、$Meituan-W (03690.HK)$、$WUXI BIO (02269.HK)$、$HKEX (00388.HK)$和$LI NING (02331.HK)$。Among them, Tencent returned to the position of the largest public offering of Hong Kong stocks.

The following is the arrangement of CICC Research Corporation on the heavy positions in Hong Kong stocks of 4Q22 active partial stock funds:

Edit / Corrine