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透視港股通丨科網股繼續受追捧

北水總結

4月27日港股市場,北水成交淨買入28.27億,其中港股通(滬)成交淨買入20.46億港元,港股通(深)成交淨買入7.81億港元。

北水淨買入最多的個股是美團-W(03690)、中海油(00883)、騰訊(00700)。北水淨賣出最多的個股是建設銀行(00939)、中國移動(00941)、中芯國際(00981)。

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

勞動節假期來臨,港股5月2日(下週一)休市一天。港股通(南向)方面,4月28日(本週四)至5月4日(下週三)不提供港股通服務,5月5日(下週四)起照常開通港股通服務。

北水資金繼續追捧科網股,美團-W(03690)、騰訊(00700)、快手-W(01024)分別獲淨買入15.54億、4.01億、2.51億港元。消息面上,大和近日發表報告表示,自3月下旬以來疫情反覆,爲互聯網行業帶來了波動影響,有跡象表明對遊戲行業的監管有所放鬆,預計內地科網行業2022年增長放緩但利潤率會有所提高。該行重申對中國互聯網行業“正面”評級。建議長期投資者可吸納優質大型科網股,首選騰訊、網易、美團及百度。該行表示,對中國互聯網行業看法較同業相對樂觀。

中海油(00883)獲淨買入4.88億港元。消息面上,世界銀行發佈報告表示,預計2022年能源價格將上漲50%以上。由於地緣政治衝突導致貿易和生產中斷,預計2022年布倫特原油平均價格爲每桶100美元,是2013年以來的最高水平,比2021年提高40%以上。預計2023年將回落至92美元,仍遠高於每桶60美元的五年平均水平。

李寧(02331)獲淨買入1.9億港元。消息面上,安信國際發佈研究報告稱,維持李寧“買入”評級,目標價85港元。該行表示,李寧作爲行業龍頭,將優先享受行業增長紅利。疫情只是短期擾動因素,在國貨崛起及國家相關政策大力支持下,國內體育用品賽道長期增長邏輯不改。

華能國際(00902)獲淨買入3899萬港元。消息面上,華能國際發佈2022年一季度業績,期內取得營業收入人民幣652.5億元,同比增加30.54%;歸屬於上市公司股東的淨虧損9.56億元,同比由盈轉虧,較2021年四季度/三季度的虧損110.47/34.99億元環比大幅改善。國海證券表示,在煤炭增產增供疊加煤價強監管約束下,看好後續煤價下行+長協履約率提高,公司二季度業績有望進一步改善。

時代電氣(03898)獲淨買入1102萬港元。消息面上,時代電氣發佈一季度業績,期內取得營業收入人民幣25.45億元,同比增加22.29%;歸屬於上市股東股東的淨利潤3.41億元,同比增加31.01%。瑞銀髮布研報稱,時代電氣首季盈利好過該行及市場預期,認爲疫情可能會在今年給鐵道機車車輛業務蒙上陰影,但可能會在未來幾年內恢復,此外功率半導體業務強勁勢頭將持續。此外,市場尚未完全反映其功率半導體業務的強勁需求前景,以及在芯片持續短缺的情況下,時代電氣的潛在市場份額擴張。

中國移動(00941)遭淨賣出9895萬港元。消息面上,瑞信發表報告稱,中國移動和中國電信首季純利差過該行預期分別7%和6%,而中國聯通在非經營項目影響下,首季純利則勝該行預期10%。報告稱,整體行業服務收入首季按年增長9.5%,符合該行早前預期,隨著電訊公司正在進行科技轉型和發展工業互聯網業務,EBITDA利潤率壓力繼續存在,並且可能會持續一兩年。

此外,藥明生物(02269)獲淨買入1.46億港元。而建設銀行(00939)、中芯國際(00981)、舜宇光學(02382)分別遭淨賣出1.58億、4455萬、3545萬港元。

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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