In the first quarter of this year, the Hang Seng index and Hang Seng index rose 15.3% and 20.1% respectively, and the Hong Kong share allocation ratio of AIFs that can invest in Hong Kong stocks continued to increase by 4 percentage points to 27% from 22.7% in the previous quarter. In the first quarter of this year, the market capitalisation of 100 companies in the Mainland's first quarter increased from 56.8% to 57.4%, and the market capitalisation of the 50 companies before redeployment rose from 44.1% to 44.9%. BIADI (002594.SZ), SHANXI FENSJU (600809.SH) AND SHENZHENG TECHNOLOGY (300476.SZ) INCREASED IN THE SIZE OF THEIR HOLDINGS IN THE QUARTER, WHILE NINGDE (300750.SZ), SHANGHAI ELECTRIC CO (002463.SZ) AND CHINATAN ASAHZONG (300308.SZ) DECREASED THEIR HOLDINGS More; Tencent (00700.HK), Ali-W (09988.HK), Mid-China (00981.HK) gained more positions, while USA-W (03690.HK) fell More storage.
The Bank lists the first quarter restocking of Hong Kong stocks by Mainland Active Offset Funds:
Shares │ Market capitalization of holdings in the first quarter of this year (RMB) │ Increase in market value relative to the fourth quarter of last year (RMB)
Tencent (00700.HK) │ $62.05 billion │ +20.48 billion
Ali-W (09988.HK) │ $30.48 billion │ +$20.18 billion
China (00981.HK) │ $17.75 billion │ +$12.96 billion
Xiaomi -W (01810.HK) │ $15.07 billion │ +$5.54 billion
China Moves (00941.HK) │ $9.58 billion │ $0.42 billion down
China Petroleum (00883.HK) │ $8.89 billion │ $2.8 billion reduction
United States -W (03690.HK) │ $8.51 billion │ $5.68 billion down
Bubble Mart (09992.HK) │ $7.64 billion │ +$3.86 billion
Ideal -W (02015.HK) │ $4.76 billion │ +$1.45 billion
Xiaopeng -W (009868.HK) │ $4.26 billion │ +$1.82 billion
SKB BIO-B (06990.HK)│ 4.23 billion====+2.36 billionyuan
Unicom (00762.HK) │ $3.85 billion │ +$2.13 billion
Sinda Bio (01801.HK) │ $3.64 billion │ +$1.25 billion
Geely (00175.HK) │ $3.5 billion ====+$0.31 billion
KUAISHOU-W (01024.HK)│ 3.22 billion====+2.81 billion yuan
Kangfang Bio (09926.HK) │ $2.56 billion │ +$1.1 billion
Baixeng China (09987.HK) │ $2.45 billion │ +$30 million
Giant Creatures (02367.HK) │ $2.43 billion │ +$0.48 billion
Pharmaceutical Biologics (02269.HK) │ $2.33 billion │ +$0.91 billion
Great Wall Motor (02333.HK) │ $2.19 billion │ +$0.27 billion
Purple Gold (02899.HK) │ $2.17 billion │ +$1.2 billion
WUXI XDC (02268.HK)│ 2.1 billion====+0.81 billionyuan
Swissing (02018.HK) │ $1.55 billion │ +$0.88 billion
Green Beer (00168.HK) │ $1.49 billion │ $0.75 billion reduction
Old Gold (06181.HK) │ $1.49 billion │ +$0.88 billion
China Telecom (00728.HK) │ $1.49 billion ====+$0.25 billion
BYD (01211.HK) │ $1.48 billion │ +$0.58 billion
China (01818.HK) │ $1.43 billion │ +$0.69 billion
China Hongqiao (01378.HK) │ $1.41 billion │ +$0.29 billion
Construction Company (00939.HK) │ $1.37 billion │ +$0.36 billion
Golden Butterfly (00268.HK) │ $1.37 billion │ $60 million off
Shandong Gold (01787.HK) │ $1.33 billion │ +$1.07 billion
HSBC (00005.HK) │ $1.33 billion │ +$0.26 billion
Runaway (09863.HK) │ $1.28 billion │ +$0.74 billion
China Finance (02328.HK) │ $1.28 billion │ $0.55 billion reduction
Gao Wei Electronics (01415.HK) │ $1.22 billion │ +$0.1 billion
Shun Yu (02382.HK) │ $1.19 billion │ $1.39 billion off
Yadi (01585.HK) │ $1.19 billion │ +$0.62 billion
Beep Mile (09626.HK) │ $1.17 billion │ $0.48 billion reduction
Jinshan Yun (03896.HK) │ $1.15 billion │ $0.39 billion reduction
Huayun Land (01109.HK) │ $1.1 billion ====+$0.1 billion
Sansheng Pharmaceuticals (01530.HK) │ $1.09 billion │ +$1.07 billion
KEYMED BIO-B (02162.HK)│ 1.07 billion====+0.22 billionyuan
Baijinzhou (06160.HK) │ $1.03 billion │ +$0.79 billion
Huahong Semiconductor (01347.HK) │ $0.92 billion │ +$0.53 billion
?$#@$ Naw (02319.HK) │ $0.91 billion │ +$0.07 billion
China Express -W (02057.HK) │ $0.9 billion │ $0.12 billion off
China Weibo (03808.HK) │ $0.86 billion │ down $0.69 billion
Taibao (02601.HK) │ $0.84 billion │ $0.61 billion down
Li Ning (02331.HK) │ $0.84 billion
