透視港股通丨內資搶籌中海油
北水總結
4月6日港股市場,北水成交淨買入6.38億,其中港股通(滬)成交淨買入5.18億港元,港股通(深)成交淨買入1.2億港元。
北水淨買入最多的個股是中海油(00883)、中國海外發展(00688)、美團-W(03690)。北水淨賣出最多的個股是港交所(00388)、騰訊(00700)、華潤啤酒(00291)。
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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:港交所
個股點評
中海油(00883)獲淨買入12.07億港元。消息面上,4月4日,沙特阿美宣佈,將5月份向亞洲供應的主要產品阿拉伯輕質原油的官方銷售價格將比中東基準的阿曼/迪拜原油均價高出9.35美元/桶,較4月價格大幅跳升4.40美元/桶,達到創紀錄水平。沙特阿美向西北歐供應的阿拉伯輕質原油OSP設定爲比布倫特原油高4.60美元/桶;向美國供應的OSP定爲比ASCI高5.65美元/桶,也創下了紀錄。花旗此前發佈研報稱,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%。
中國海外發展(00688)獲淨買入9.31億港元。消息面上,中國海外發展行政總裁張智超近日表示,公司在收併購、公開市場都在發力,今年1至3月份,公司總投資額已超過200多億,大和指出,公司去年斥1379億元收購57幅地皮,多以底價或低於溢價收購,目前正就收購更多項目進行談判。相信集團的舉措有助提高中期盈利能力。
美團-W(03690)獲淨買入9.03億港元。消息面上,中金公司策略團隊發佈研報稱,港股整體來看,中期內市場面臨的機會仍然整體大於風險,國內政策對於提升投資者風險偏好起到關鍵性作用。俄烏談判取得一定進展以及中美監管機構會談總體進展順利提升了市場風險偏好,尤其是對監管較爲敏感的互聯網板塊和中概股而言。值得一提的是,同屬科網股的騰訊(00700)遭淨賣出2.91億港元。
中國移動(00941)獲淨買入4.59億港元。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”。
開拓藥業-B(09939)獲淨買入5060萬港元。開拓藥業發佈公告,公佈其新冠口服藥普克魯胺治療新冠輕中症的全球多中心三期臨牀(NCT04870606)關鍵數據結果。數據顯示,普克魯胺有效降低新冠患者(主要受Delta和Omicron變異株感染)的住院/死亡率,特別是對於服藥超過7天的全部患者,以及伴有高風險因素的中高年齡新冠患者達到100%保護率,具有統計學顯著性。同時,普克魯胺可以顯著降低新冠病毒載量,改善相關新冠症狀。
中遠海控(01919)遭淨賣出5651萬港元。消息面上,疫情防控令供應鏈普遍受困於物流,從原材料採購到生產後的出貨均有所放緩。上海航運交易所4月2日發佈的消息稱,中國出口集裝箱運輸市場總體平穩,多條遠洋航線運價自高位回落。4月1日,上海航運交易所發佈的上海出口集裝箱綜合運價指數爲4348.71點,上週爲4434.07點。
舜宇光學(02382)遭淨賣出2.22億港元。消息面上,手機鏡頭大廠大立光更新3月份營收數據,並指多數客戶需求仍疲弱,預期4月出貨動能環比走弱。富瑞發佈研報稱,因出貨量和平均售價下跌,將舜宇未來數年的收入預測下調5%至6%。同時,對公司純利預測仍然較市場共識低7%至10%。將公司目標價由215.61港元下調至156.02港元。
此外,安踏體育(02020)獲淨買入1億港元。而港交所(00388)、華潤啤酒(00291)、建設銀行(00939)分別遭淨賣出6.24億、2.45億、2.03億港元。
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