透視港股通丨內資搶籌兗州煤業股份
北水總結
10月27日港股市場,北水成交淨賣出22.18億,其中港股通(滬)成交淨賣出9.38億港元,港股通(深)成交淨賣出12.8億港元。
北水淨買入最多的個股是兗州煤業股份(01171)、快手-W(01024)、吉利汽車(00175)。北水淨賣出最多的個股是騰訊(00700)、中國神華(01088)、建設銀行(00939)。
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數據來源:盈立智投APP
十大成交活躍股
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數據來源:盈立智投APP
個股點評
煤炭股今日現分歧,兗州煤業股份(01171)獲淨買入1.36億港元,而中國神華(01088)遭淨賣出4.35億港元。消息面上,國家發改委10月26日表示,按照價格法及制止牟取暴利等相關法律法規規定,國家發改委正在研究建立規範的煤炭市場價格形成機制,引導煤炭價格長期穩定在合理區間;研究將煤炭納入制止牟取暴利的商品範圍,已組織開展煤炭行業成本效益調查,測算確定正常情況下煤炭市場平均價格、平均差價率、平均利潤率及其合理幅度等。
快手-W(01024)獲淨買入1.28億港元。消息面上,瑞銀髮布研究報告稱,予快手-W“買入”評級,將2021年GMV預測維持在6640億元人民幣不變,認爲快手估值具有吸引力,相當於2022年預測市銷率3倍,而同業平均爲約4倍,目標價由104港元上調至140港元。報告中稱,公司第三季每日活躍用戶(DAU)及每月活躍用戶(MAU)增長表現符合預期,反映可留住核心用戶羣。瑞銀表示,數據顯示快手的用戶參與度有所提高,主要來自於期內的影片內容投資,包括短劇及奧運會相關內客,以及算法調整,預計快手今年廣告收入可同比增長101%。
吉利汽車(00175)獲淨買入1.23億港元。消息面上,東方證券發佈研究報告,維持吉利汽車“買入”評級,預測2021-23年EPS爲0.72/1.07/1.31元,2021年PE平均估值42倍,目標價36.31港元。該行表示, 吉利汽車9月銷量10.39萬輛,環比增長17.64%,環比明顯改善,新能源車表現亮眼;吉利品牌銷量環比增長,預計芯片短缺緩解及新車上市將促進銷量持續提升;領克銷量環比轉好,預計領克09等車型上市將改善銷量。
創維集團(00751)獲淨買入1.22億港元。消息面上,創維集團發佈首三季度業績,該集團取得總營業額358.91億元人民幣,同比增加33.16%;公司股權持有人應佔溢利7.63億元,同比增加40%。公告中表示,截至2021年9月30日止九個月,集團光伏業務收入錄得人民幣21.9億元,較去年同期大增27,275.0%。集團決定以相對最爲商業化、標準化的光伏系統集成行業作爲切入點。光伏行業中,分佈式光伏作爲最貼近終端下沉市場及本集團熟悉的客戶端零售領域的行業,成爲本集團最終的早期主營業務選擇。本集團計劃以戶用光伏開端,逐步開拓工商業光伏、用電側綜合智慧能源管理等業務,逐步發展成爲用電側清潔能源產業互聯網的行業領導者。
華潤電力(00836)獲淨買入8519萬港元。消息面上,國家電網官網發文稱,全面落實燃煤發電上網電價市場化改革。嚴格執行燃煤發電電量原則上全部進入電力市場,通過市場交易在“基準價+上下浮動”範圍內形成上網電價;嚴格執行燃煤發電市場交易價格上下浮動原則上均不超過20%,高耗能企業市場交易電價不受上浮20%限制等政策。
此外,騰訊(00700)、建設銀行(00939)、中芯國際(00981)分別遭淨賣出4.69億、2.49億、1.13億港元。
當日港股通淨買入和淨賣出排行榜
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(港股通持股比例排行,交易所數據T+2日結算)
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