透視港股通丨中海油獲內資增持超3億
北水總結
5月20日港股市場,北水成交淨買入2.23億,其中港股通(滬)成交淨賣出0.15億港元,港股通(深)成交淨買入2.38億港元。
北水淨買入最多的個股是中海油(00883)、藥明生物(02269)、金科服務(09666)。北水淨賣出最多的個股是中國移動(00941)、建設銀行(00939)、中國神華(01088)。
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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)再獲淨買入3.4億港元。消息面上,申萬宏源研報指出,受供需基本面以及地緣政治因素影響,國際油價持續走高,今年一季度布倫特原油現貨平均價格爲102.23美元/桶,同比上漲67.3%。中長期來看,全球供需的再平衡取決於OPEC和美國頁巖油。然而無論是從增產能力還是增產意願來看,供應端的增量都相對有限,中長期油價有望高位運行。
藥明生物(02269)獲淨買入1.91億港元。消息面上,申萬宏源日前表示,CXO整體行業仍然處於加速發展階段,仍是搶佔市佔率和增量空間的競爭,遠遠沒到產能過剩、存量空間的博弈。國金證券則表示,國內外需求旺盛,繼續看好CXO板塊高成長。原料藥產業升級(CDMO)+產業延展雙路徑成長,預計2022年API板塊盈利能力將持續得到提升。
金科服務(09666)獲淨買入1.06億港元。消息面上,據界面,重慶市政府對金科集團制定相關紓困措施,包括分批發放紓困資金,牽頭重慶國企以股權入股金科,以及金融管理部門給予金科集團融資、信貸方面的支持等。金科內部人士迴應稱,確實接觸洽談中,但具體進展還需等待公告。
比亞迪股份(01211)獲淨買入1.03億港元。消息面上,星展發佈研究報告稱,維持比亞迪股份“買入”評級,目標價330港元。新能源汽車具有更好的上行潛力,另將比亞迪列爲行業首選,主要由於其優秀的首季新能源汽車銷售,而公司是首家汽車原始設備生產商宣佈退出燃油車業務,並專注於新能源汽車業務,這將加速公司估值重評潛力。
煤炭股現分化,兗礦能源(01171)獲淨買入4556萬港元,中國神華(01088)遭淨賣出4280萬港元。消息面上,國家能源局近日表示,2022年以來,內地煤炭生產保持較快增長態勢,煤炭供應保障能力持續增強。生產方面,今年首四個月,原煤產量同比增長10.5%,其中山西、陝西、內蒙古、新疆4省區合計佔比80.9%。
此外,中芯國際(00981)獲淨買入4489萬港元。而中國移動(00941)、建設銀行(00939)分別遭淨賣出3.72億、9207萬港元。
港股通最新持股比例排行
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(港股通持股比例排行,交易所數據T+2日結算)
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