On December 24, in the Hong Kong stock market, Beishui traded a net purchase of 327 million, including a net sale of HK $74 million through Hong Kong stock connect (Shanghai) and a net purchase of HK $401 million through Hong Kong stock connect (Shenzhen).
Beishuijing bought the most stocks are China Resources Power (00836), China Power (02380) and China Mobile (00941). The most sold stocks of beishuijing are Tencent (00700), Industrial And Commercial Bank Of China Limited(601398) (01398). Top 10 active trading stocks of Hong Kong stock connect (Shanghai) top 10 active trading stocks of Hong Kong stock connect (Shenzhen)
Beishui capital continued to pursue power stocks. China Resources Power (00836), China Power (02380) and CGN new energy (01811) received net purchases of HK $235 million, HK $222 million and HK $18.42 million respectively. On the news side, Huachuang Securities believes that the state has adjusted the policy tone of the power system. Under the background of high coal prices and huge losses of thermal power enterprises this year, starting from the top-level policy, reaffirm the dominant position of coal power energy and ensure the stable operation of subsequent thermal power enterprises. Under the guidance of the policy, there will be no continuous loss in the follow-up thermal power industry, the thermal power performance is expected to improve significantly, and the valuation repair may be started. Everbright Securities Company Limited(601788) said that under the background of “dual control” policy, the demand for green power will continue to increase, which can alleviate the index pressure of local and enterprises and effectively reduce energy consumption. With technological progress and other factors, the cost of new energy power generation continues to decline, and the cost advantage of green power will continue to strengthen, accelerating its substitution for traditional energy power generation.
China Mobile (00941) received a net purchase of HK $177 million. On the news side, China Mobile disclosed the announcement of offline preliminary placement results and online winning results of A-share IPO on the Shanghai Stock Exchange. According to the strategic placement results, China Mobile introduced 19 strategic investors in the A-share IPO, with a total number of 422 million shares, accounting for 49.90% of the total issuance of the company before green shoes, with a total subscription amount of 24.3 billion yuan. The company said that in this offering, the selection of strategic investors takes into account the qualifications of investors and long-term strategic cooperative relationship with the issuer, including investors with good market reputation and market influence and representing broad public interests.
Xiaomi group-w (01810) received a net purchase of HK $79.32 million. In terms of news, Lei Jun, chairman and CEO of Xiaomi, posted a microblog today to disclose the relevant contents of Xiaomi’s press conference on December 28, including: in order to benchmark apple, Xiaomi digital series will be divided into “one large and one small” dual size flagship models; Xiaomi will continue to promote the research and development of surging chips; Xiaomi automobile is expected to be mass produced in the first half of 2024.
Yao Ming juno-b (02126) received a net purchase of HK $49.88 million. In terms of news, recently, Guangdong Pharmaceutical Trading Center publicized the new varieties (the fourth batch) newly approved for listing on the third-party pharmaceutical electronic trading platform of Guangdong Province and their proposed online prices. Among them, Shanghai mingjunuo car-t product Ricky orenza injection (trade name: benoda) is listed. The proposed online price is 1.29 million, with a volume of about 5ml per bottle, including no less than 25 × 10 * 6 car-t cells. It is reported that benoda has been approved in China to treat adult patients with recurrent or refractory large B-cell lymphoma after second-line or more systematic treatment.
Tencent (00700) was sold a net HK $298 million. On the news side, Goldman Sachs published a research report that Tencent announced the distribution of Jingdong shares as special interest, with a value of about HK $127.7 billion at the closing price of HK $279.2 on Wednesday. Goldman Sachs pointed out that Tencent currently has about 261 investments. It is expected to continue to implement the aggressive capital allocation plan in the future, including investment, withdrawal of investment, and giving back to shareholders through repurchase or similar share distribution, so as to maintain the future profit forecast unchanged. Based on the valuation in the next 12 months, the bank will reduce Tencent’s target price from the original 742 yuan to 733 yuan, Maintain the “buy” rating and be included in the “sure buy” list.
In addition, CNOOC (00883), Dongyue Group (00189) and rongchuang China (01918) received net purchases of HK $143 million, HK $25.38 million and HK $25.12 million respectively. The net sales of Industrial And Commercial Bank Of China Limited(601398) (01398) were HK $66.44 million.
(Zhitong finance and Economics Network)
