Pop Mart recorded the largest Q1 Southbound holding increase, up 8.7 percentage points of free float among 74 HK consumer stocks.
IFBH, China Modern Dairy, Vitasoy and UPC followed with 7.3, 6.3, 5.8 and 5.2 percentage‑point gains respectively.
Outflows dominated with 47 stocks, led by Chervon (-7.0pp), CTGDF (-6.0pp) and China Foods (-5.5pp).
Sectoral outflows spanned Alcoholic Beverages, Catering, OEM, Apparel & Sportswear, Agriculture, IMF, Home Appliances, Education and Duty Free.