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北水动向|北水成交净买入71.79亿 内资加仓港股ETF、科网股 买入盈富基金(02800)超20亿

Beishui Trends | Beishui's transaction net purchases of 7.179 billion yuan, increased domestic capital, Hong Kong stock ETF, and science network stocks bought Yingfu Fund (02800) exceeding 2 billion yuan

Zhitong Finance ·  08/11/2023 17:50

The Zhitong Finance App learned that in the Hong Kong stock market on August 11, the Beishui transaction had a net purchase of 7.179 billion yuan, of which the Hong Kong Stock Connect (Shanghai) transaction had a net purchase of HK$4,737 billion, and the Hong Kong Stock Connect (Shenzhen) transaction had a net purchase of HK$2,442 billion.

The most purchased individual stocks by Beishui Net were Yingfu Fund (02800), Hang Seng China Enterprise (02828), and Southern Hang Seng Technology (03033). The most sold individual stock of Beishuijing was Li Ning (02331).

Hong Kong Stock Connect (Shanghai) actively traded stocks

Hong Kong Stock Connect (Shenzhen) actively traded stocks

Beishui Capital once again added to Hong Kong stock ETFs. Yingfu Fund (02800), Hang Seng China Enterprise (02828), and Southern Hang Seng Technology (03033) received net purchases of HK$2,059 million, 864 million, and HK$295 million respectively. According to the news, Sino-Thai International believes that although the Hang Seng Index has once again pulled back to the 19,000 point edge, there is not much selling pressure, and the sentiment of going long on Hong Kong stocks is still relatively strong. China Thailand International reiterated that the bottom of the Hong Kong stock policy has arrived, but the short-term pace of economic recovery is still fluctuating. Since it is impossible to verify the effectiveness of the policy on the economy in the short term, policy expectations will still support the logic of going long on Hong Kong stocks. It is expected that the center of fluctuations in Hong Kong stocks will gradually move upward.

China's Feihe (06186) received a net purchase of HK$191 million. According to the news, China's Feihe released a performance forecast, announcing that it will achieve revenue of about 9.58 to 9.87 billion yuan in the first half of the year, which is basically stable compared to the same period last year. Net profit was approximately RMB 1.45 billion to RMB 1.75 billion. Since implementing the fresh strategy in 2022, Feihe has actively controlled dealer inventory to ensure that end consumers enjoy products with better shelf life. Judging from the newly disclosed data, Feihe's revenue is basically stable, and it can be seen that the fresh strategy has begun to bear fruit.

China Mobile (00941) received a net purchase of HK$185 million. According to the news, China Mobile announced that revenue for the first half of the year was 530.719 billion yuan, up 6.8% year on year; net profit attributable to shareholders of the parent company was 76.173 billion yuan, up 8.4% year on year; and proposed dividends of about 47.551 billion yuan. Citibank believes that profit growth is mainly driven by strong statements from DICT and fixed-line broadband services, as well as steady growth in mobile service revenue. Leon also said that China Mobile's performance in the first half of the year beat expectations.

Country Garden Services (06098) and Country Garden (02007) received net purchases of HK$154 million and HK$41.73 million respectively. According to the news, the China Securities Regulatory Commission convened an online conference of some housing enterprises and financial institutions on the morning of August 11. The main content of the conference was to learn about the latest sales and business conditions of housing enterprises, as well as their debt issuance and financing needs. Furthermore, according to a report by the Securities Times, a South China brokerage firm revealed that real estate regulation policy rules may be gradually implemented from late August to early September.

Beishui continued to add Cangke Network shares, with Meituan-W (03690) and Tencent (00700) receiving net purchases of HK$135 million and HK$134 million respectively. According to the news, DBS published a research report stating that revenue growth in the mainland's technology sector in the second half of the year will continue the strong trend of the first half of the year and maintain a positive view. Currently, the Internet regulatory environment has stabilized, the fundamentals of the Internet companies covered are improving, and the current valuation level is not high. I am most optimistic about the development of online tourism, followed by the growth of takeout and online gaming.

Ideal Automobile-W (02015) received a net purchase of HK$117 million. According to the news, SPDB International said that although the upper limit of ideal deliveries in the third quarter was affected by production capacity bottlenecks, the ideal delivery volume is expected to continue to grow in the fourth quarter as production capacity increases and is gradually released. Based on year-end order forecasts and increased production capacity, and the launch of four new models next year, including the Pure Electric MEGA and Extended Range L6, the ideal delivery volume is expected to reach 523,000 vehicles next year, an increase of 47% over the previous year. Moreover, ideal profitability is in a leading position among the new forces, which is expected to reflect valuation premiums.

In addition, CNOOC (00883) and China Construction Bank (00939) received net purchases of HK$56.29 million and HK$3.58 million respectively. Meanwhile, Li Ning (02331) received a net sale of HK$69.04 million.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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