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透視港股通丨華潤電力)再遭近9億港元拋售

北水總結

2月16日港股市場,北水成交淨買入3.65億,其中港股通(滬)成交淨賣出7.53億港元,港股通(深)成交淨買入11.18億港元。

北水淨買入最多的個股是藥明生物(02269)、中海油(00883)、中芯國際(00981)。北水淨賣出最多的個股是華潤電力(00836)、工商銀行(01398)、建設銀行(00939)。

數據來源:盈立智投APP

十大成交活躍股

數據來源:港交所

個股點評

藥明生物(02269)獲淨買入5.51億港元。消息面上,浙商證券認爲,CXO板塊在此前的持續下跌後,估值底部逐步顯現,目前CXO板塊普遍處於歷史估值底部,在外部利好催化不斷,內部經營質量和海外大客戶認可度持續提升前景下,看好CXO行情。此外,港交所權益資料顯示,2月11日,藥明生物獲美國資本集團增持553.63萬股,每股平均價56.077港元,涉資約3.1億港元。增持後,美國資本集團的最新持股數目爲2.97億股,持股比例由6.92%增持至7.05%。

中芯國際(00981)獲淨買入1.4億港元。消息面上,瑞信發表研究報告稱,中芯國際去年第四季銷售預合預期,毛利率更勝預期,管理層對2022年首季及全年前景看法非常樂觀,預期全年銷售增長38%,主要是加價及產能全開,料毛利率處於大約13%至17%區間。瑞信預期,中芯較佳的業績表現將持續,上調其2022年至2023年每股盈測,由1.58元及1.43元,升至分別1.81元及1.58元,但考慮潛在風險,維持評級“中性”,目標價由24.7港元調低至23港元。

快手-W(01024)獲淨買入1.4億港元。消息面上,近日,快手遊戲與吉比特聯合出資設立諾惟啓豐基金,主要投資領域爲文化創意及其他領域,註冊資本1億元人民幣。快手遊戲表示,將支持更多國內優秀的遊戲人才充分發揮創造力,使遊戲創作生態更加均衡、健康和富有活力。據悉,這是快手正式成立遊戲事業部之後,首次公佈的遊戲業務投資動向。

中國移動(00941)獲淨買入3320萬港元。消息面上,小摩發佈研究報告稱,中資電信股於今年開局強勁,相信是由於市場風向輪動至防禦性價值股,以及中移動的H股回購計劃,引發投資者對中資電信股宣佈更多有利於股東政策的猜測。在穩健的行業背景下,該行對中資電信板塊保持正面。

長城汽車(02333)再遭淨賣出1.89億港元。消息面上,長城汽車公佈1月產銷快報,銷量約11.18萬輛,同比減少19.59%;產量約11.13萬輛,同比減少19.35%。交銀國際發佈研究報告稱,長城汽車1月銷量同比跌19.6%,環比跌31.1%,月度銷售較預期疲弱,相信是由於半導體供應緊張及農曆新年假期。1月及2月的銷售疲弱爲短期陣痛,預計第二季銷量在主要零部件供應復甦下將有所改善。

華潤電力(00836)再遭淨賣出8.76億港元。消息面上,交銀國際報告稱,華潤電力發盈警,預計去年淨利潤按年跌70至80%,跌幅較該行原先預測更大。該行認爲消息負面,因早前與投資者交流,他們預計即使在最壞的情況下,去年盈利只會按年跌50%。對於集團在港分拆可再生能源部門上市的計劃,該行表示傾向保守,可能令其市場吸引力下降。

此外,中海油(00883)、中國神華(01088)、美團-W(03690)分別獲淨買入1.98億、1.4億、1.27億港元。而工商銀行(01398)、建設銀行(00939)、華潤啤酒(00291)分別遭淨賣出4.07億、2.73億、1.38億港元。

港股通最新持股比例排行

(港股通持股比例排行,交易所數據T+2日結算)

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