透視港股通丨中海油繼續獲加倉
北水總結
3月29日港股市場，北水成交淨賣出9.12億，其中港股通(滬)成交淨賣出11.63億港元，港股通(深)成交淨買入2.51億港元。
北水淨買入最多的個股是中海油(00883)、騰訊(00700)、美團-W(03690)。
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
中海油(00883)獲淨買入3.65億港元。消息面上，幾位接近歐佩克+的消息人士表示，儘管烏克蘭危機導致油價飆升，且消費國呼籲增加供應，但歐佩克+可能會堅持其5月份小幅增產的計劃。花旗發佈研報稱，在油價上漲的環境下，中海油是“三桶油”中的主要受益者，因爲中海油爲純上遊企業，原油產量佔總產量的80%。
騰訊(00700)、美團-W(03690)、快手-W(01024)分別獲淨買入2.75億、2.69億、1.26億港元。消息面上，據媒體報道，針對近期市場關注的中美審計監管合作事宜，一位接近監管部門的業內人士表示，中美雙方監管機構都充分知悉對方關切，正在相向而行，努力尋求解決問題的方案，以儘快實現有效、可持續的合作。據悉，中國證監會經與相關行業主管部門溝通協調，對震坤行等擬赴美上市企業出具了無異議回覆。這表明監管部門積極落實金融委3月16日會議精神，努力保持境外上市渠道暢通。
中國神華(01088)獲淨買入1.41億港元。消息面上，美銀證券發佈研報稱，中國神華今年每股派2.54元人民幣，相當於中國公認會計準則100%派息，股息收益率14%，延續去年92%的高派息率，成爲一大驚喜。 該行稱，對煤價已非常看好，但年初至今煤價升幅仍有驚喜，上調2022財年煤炭價格至每噸870元人民幣，上調2022每股盈測3%，將神華目標價由27港元上調至30港元，爲該行首選之一，評級“買入”。
藥明生物(02269)獲淨買入1.21億港元。消息面上，摩根士丹利發表研究報告，下調藥明生物今年盈利預測8%，但將2023至2030年盈測上調介乎1%至6%，認爲其業務由臨牀服務/製造進化至商業製造，產量更高，但毛利率更低。該行指出，藥明生物於內地生物藥外包市場保持領先地位，對公司2021至2024年的經調整純利複合年增長率料43%，而行業只有25%。對公司評級“增持”，以反映其高增長潛力及行業領先地位，目標價由80港元上調至86港元。
中移動(00941)獲再淨買入8195萬港元。消息面上，小摩發佈研報稱，去年第四季中國電訊業的服務收入增長放緩，營運商的盈利趨勢亦好壞參半。行業中，該行認爲中移動爲行業首選，看好其資產負債表強勁，淨現金佔市值的40%；10%收益率吸引，高增長的可見性；H股回購計劃對股價有支持；爲業內防禦性和流動性最高的公司。目標價70港元，評級“增持”。大摩則表示，中移動2021年派息比率從2020年的54%增加到60%是一個重大驚喜，集團指引在未來三年內派息比率進一步增加至70%以上。該行將中移動2022年至2024每股派息預測各上調18%、24%及29%。
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）
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.
