Hong Kong Stock Connect Southbound Capital Flows (T+2): July 11 Activity Highlights

Market Watcher07-16

Significant capital movements occurred in Hong Kong Stock Connect southbound trading on July 11, with China Construction Bank (00939), Ping An Insurance (02318), and Meituan-W (03690) emerging as the top net inflow recipients. These financial heavyweights attracted HKD 850 million, HKD 784 million, and HKD 718 million respectively. Conversely, Tracker Fund (02800) experienced the largest net outflow at HKD 1.701 billion, trailed by Xiaomi Group-W (01810) with HKD 736 million exiting and Pop Mart (09992) seeing HKD 605 million depart.

Capital concentration metrics revealed striking patterns. China Zheshang Bank (02016) registered the highest net inflow ratio at 59.23%, slightly ahead of Standard Chartered (02888) at 58.07% and China Datang Renewable Power (01798) at 56.13%. The outflow extremity belonged to ZTO Express-W (02057) with a -45.88% net outflow ratio, closely followed by Hygeia Healthcare (06078) at -44.44% and Green Power Eco (01330) at -43.12%.

Top net inflow performers demonstrated varied sector strength. Financial institutions dominated with China Construction Bank leading at HKD 850 million inflow (23.93% ratio) despite a 1.53% price dip to HKD 8.350. Ping An Insurance followed with HKD 784 million inflow (11.77% ratio) as shares climbed 2.32% to HKD 52.850. Meituan-W captured HKD 718 million (10.00% ratio) while gaining 1.18% to HKD 120.000. Notable entries included Laopu Gold (06181), absorbing HKD 279 million despite an 11.42% plunge, and Akeso (09926) securing HKD 271 million amid a 4.52% surge.

Outflow trends exposed concentrated selling pressure. Tracker Fund's substantial HKD 1.701 billion exit (-9.87% ratio) contrasted with its modest 0.41% gain to HKD 24.620. Xiaomi Group-W witnessed HKD 736 million departures (-14.38% ratio) despite shares edging up 0.79% to HKD 57.350. Pop Mart's HKD 605 million outflow (-15.60% ratio) accompanied a 4.14% retreat to HKD 254.600. Electric vehicle maker XPeng (09868) suffered disproportionately with HKD 475 million exiting (-32.36% ratio) even as shares rose 0.89%.

Specialized metrics highlighted unusual capital concentration. Beyond the inflow ratio leaders, JinKe Services (09666) captured 55.45% of flows with HKD 4.335 million entering. Swire Pacific 'B' (00087) attracted 53.24% of capital flows totaling HKD 6.520 million. Dekang Agriculture (02419) saw remarkable focus with 51.80% inflow ratio translating to HKD 244 million entering amid a 5.12% rally.

Outflow intensity metrics revealed dramatic exits. Tigermed (03347) recorded -41.38% outflow ratio with HKD 151 million departing despite a 3.94% share increase. Yadea Group (01585) experienced concentrated selling at -37.28% ratio, amounting to HKD 124 million exiting as shares surged 5.18%. Jiangsu Expressway (00177) registered -38.63% outflow ratio with HKD 33.907 million leaving during a 1.58% decline.

*Note: Southbound capital flow data reflects T+2 settlement delays. Figures are automatically generated by Zhitong AI using HKEX data and aren't guaranteed for absolute accuracy.*

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