透視港股通丨思摩爾國際遭淨賣出逾12億港元
北水總結
3月23日港股市場,北水淨流出44億,其中港股通(滬)淨流出14.77億港元,港股通(深)淨流出29.23億港元。
北水淨買入最多的個股是騰訊(00700)、吉利汽車(00175)、中國電信(00728)。北水淨賣出最多的個股是思摩爾國際(06969)、中海油(00883)、藥明生物(02269)。

數據來源:盈立智投APP
十大成交活躍股


數據來源:盈立智投APP
個股點評
騰訊(00700)獲淨買入4.91億港元。消息面上,騰訊將於明日公佈2020年全年業績,綜合券商預測,按非通用會計準則計算,純利介乎1192.98億至1328億元人民幣,同比升26.4%至40.75%;中位數預測爲1230.54億元,同比升30.42%。券商普遍對騰訊業績樂觀,預計遊戲收入增長強勁。
吉利汽車(00175)獲淨買入3.95億港元。消息面上,吉利汽車公佈2020年業績,實現收益約人民幣921.14億元,公司股權持有人應佔溢利約55.34億元,每股盈利0.56元,建議末期股息每股0.2港元。公告顯示,2020年,集團於中國境內批發量約124.75萬部。另一方面,該集團推出多款新產品至出口市場,2020年的出口銷量因而同比持續強勁增長25%至約7.27萬部。
中國電信(00728)獲淨買入3.38億港元。消息面上,工信部發布2021年1-2月通信業經濟運行情況。1-2月,電信業務收入累計完成2373億元,同比增長5.8%,增速同比提高4.3個百分點。按照上年不變價計算的電信業務總量爲2491億元,同比增長25.9%。然而同屬電信股的中國移動(00941)今日遭淨賣出1171萬港元。
信達生物(01801)遭淨賣出1.24億港元。消息面上,近日有媒體報道,信達生物旗下PD-1藥物——達伯舒(信迪利單抗注射液)因業績縮水而主動下調銷售指標。信達生物方面迴應稱,關於“達伯舒銷售縮水”的猜測不屬實。信達生物方面表示,在公司與禮來合作以及新肺癌適應症獲批的幫助下,達伯舒銷售狀況穩定,具體業績會根據香港聯交所信息披露要求發佈。
中海油(00883)再遭淨賣出7.37億港元。消息面上,中海油將於週四(25日)公佈去年業績,綜合16間券商預期,中海油去年純利介乎190.58億元至310.8億人民幣,較2019年純利610.45億人民幣,同比下跌49.1%至68.8%,中位數243.6億人民幣,同比跌60%。
思摩爾國際(06969)遭淨賣出12.26億港元。消息面上,工信部昨天在網站發佈了公開徵求對《關於修改〈中華人民共和國菸草專賣法實施條例〉的決定(徵求意見稿)》的意見。意見提出,電子煙等新型菸草製品參照本條例中關於捲菸的有關規定執行。中信證券點評,《徵求意見稿》的出臺提升了政策走向專賣管理的可能性,但不意味着未來一定走向專賣管理。極端情形下思摩爾2021年淨利潤預期下修20%-25%,成長中樞由40%下修至30%左右,但後續經營確定性顯著提升,大幅回撤後建議積極配置。
此外,中芯國際(00981)遭淨賣出1.07億港元。
當日港股通淨買入和淨賣出排行榜


(港股通持股比例排行,交易所數據T+2日結算)
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