透視港股通丨電力股受追捧
北水總結
12月9日港股市場，北水成交淨買入21.82億，其中港股通(滬)成交淨買入10.95億港元，港股通(深)成交淨買入10.87億港元。
北水淨買入最多的個股是華潤電力(00836)、龍源電力(00916)、中國電力(02380)。北水淨賣出最多的個股是中國移動(00941)、工商銀行(01398)、長城汽車(02333)。
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
北水資金今日追捧電力股，華潤電力(00836)、龍源電力(00916)、中國電力(02380)、華能國際(00902)分別獲淨買入4.19億、2.46億、2.08億、1.39億港元。消息面上，近日，中央深改委會議提出建設全國統一電力市場體系，推進適應能源結構轉型的電力市場機制建設，有序推動新能源參與市場交易。另外國家電網也發佈了《省間電力現貨交易規則》，提出所有的發電類型和企業都可以參與省間電力現貨交易，鼓勵省間綠電交易。銀河證券認爲，建設全國統一電力市場體系不僅可以提升綠電溢價，還可以提高綠電消納比例，有利於保障新能源發電企業的盈利能力，從而加速推動電力系統清潔低碳轉型。新能源運營商與傳統煤電轉型新能源發電的運營商都有望充分受益。值得一提的是，龍源電力公告，吸收合併平莊能源事項獲得中國證監會覈準批覆。
科網股繼續受內資青睞，騰訊(00700)、美團-W(03690)分別獲淨買入1.78億、1.71億港元。消息面上，交銀國際發佈研報稱，維持互聯網行業領先評級，預計業績明年下半年轉好機會大且估值偏低。首選買入美團，因戰略轉型零售+科技證明新業務投入決心，帶來更大可滲透市場空間；看好騰訊控股收入相對分散，業績確定性及行業調整影響小。天風證券則表示，監管措施的推進情況仍是互聯網板塊的核心矛盾，考慮前期政策的悲觀預期和歷史估值下限，不必悲觀，而是觀察邊際變化，催化劑可能來自政策靴子落地。
中金公司(03908)獲淨買入1.15億港元。消息面上，大摩發佈研究報告稱，在提前釋放流動性及逆週期寬鬆措施下，預期2022年首季的流動性增加。該行認爲，以主板爲基礎的IPO潛在進展，以及中國香港IPO渠道改善，將有利於具強大投資銀行業務的中金，並認爲中金的上行空間具吸引力。
工商銀行(01398)、建設銀行(00939)分別遭淨賣出1.41億、5899萬港元。消息面上，瑞銀髮表研究報告，預期隨著發展商融資情況改善，有助於緩解市場對內房不良貸款風險的擔憂。估計2022年首季大型內銀基於季節性強勁的信貸擴張、淨息差持續穩定及估值不高的因素而具備防禦性。不過，該行指由於大型內銀缺乏可持續重評的催化劑，其股價上行空間有限。
此外，中國移動(00941)、長城汽車(02333)分別遭淨賣出3.69億、1億港元。
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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