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<Research>BOCI Expects Southbound Net Inflow into HK Stocks of RMB1.2T This Yr, Calls for Attention to Actively Traded Stocks Like BABA-W
The stock selection of southbound funds in the Stock Connect between mainland China and Hong Kong changed after the US announced 'reciprocal tariffs', BOCI released a resea...
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<Research>BOCI Expects Southbound Net Inflow into HK Stocks of RMB1.2T This Yr, Calls for Attention to Actively Traded Stocks Like BABA-W
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The stock selection of southbound funds in the Stock Connect between mainland China and Hong Kong changed after the US announced 'reciprocal tariffs', BOCI released a research report saying.

In 1Q25, the top three net inflow of southbound trading stocks were BABA-W (09988.HK)  -1.200 (-0.920%)    Short selling $514.44M; Ratio 10.969%   , TENCENT (00700.HK)  -3.500 (-0.672%)    Short selling $1.06B; Ratio 10.995%   and CHINA MOBILE (00941.HK)  +0.300 (+0.353%)    Short selling $55.92M; Ratio 6.354%   , with net inflows of $77 billion/ $47 billion/ $19 billion, respectively.

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From 1 April to 9 May 2025, BABA-W, TENCENT, KUAISHOU-W (01024.HK)  -1.250 (-2.356%)    Short selling $95.87M; Ratio 17.653%   and CHINA MOBILE maintained in the top 10 positions in net inflows for southbound trading as geopolitical risks rose.

BOCI expected southbound trading to post a net inflow of RMB1.2 trillion in 2025, up from RMB744 billion in 2024 and RMB289.4 billion in 2023. The broker believed that the Stock Connect between mainland China and Hong Kong will be a key driver for the potential re-rating of the Hong Kong market in the long term.

YTD investment behavior data shows that southbound investors have focused on internet, telecoms, semiconductors and automakers. Investors are advised to keep a close eye on some of the actively traded stocks for the southbound link, including BABA-W, TENCENT, CHINA MOBILE, MEITUAN-W (03690.HK)  -3.600 (-2.582%)    Short selling $569.36M; Ratio 19.875%   , SMIC (00981.HK)  -0.850 (-1.991%)    Short selling $51.64M; Ratio 5.987%   , XIAOMI-W (01810.HK)  +0.050 (+0.099%)    Short selling $479.83M; Ratio 9.677%   , LI AUTO-W (02015.HK)  -1.500 (-1.330%)    Short selling $145.19M; Ratio 23.031%   , POP MART (09992.HK)  +3.300 (+1.704%)    Short selling $43.62M; Ratio 3.598%   and HUA HONG SEMI (01347.HK)  -0.700 (-2.236%)    Short selling $53.70M; Ratio 16.297%   , etc..
(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-05-15 12:25.)

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