On January 4, in the Hong Kong stock market, Beishui sold a net turnover of 1.575 billion, of which Hong Kong stock connect (Shanghai) sold a net turnover of HK $02 million and Hong Kong stock connect (Shenzhen) sold a net turnover of HK $1.573 billion.
Beishuijing bought the most stocks are China traditional Chinese medicine (00570), meituan-w (03690) and CNOOC (00883). The stocks most sold by beishuijing are Tencent (00700), China Resources Power (00836) and SIMORE International (06969). Top 10 active trading stocks of Hong Kong stock connect (Shanghai) top 10 active trading stocks of Hong Kong stock connect (Shenzhen)
Chinese traditional medicine (00570) received a net purchase of HK $391 million. In terms of news, on December 30, the State Medical Security Bureau and the State Administration of traditional Chinese Medicine issued the guiding opinions of the State Medical Security Bureau and the State Administration of traditional Chinese medicine on medical insurance supporting the inheritance, innovation and development of traditional Chinese medicine, giving full play to the advantages of the medical security system and supporting the inheritance, innovation and development of traditional Chinese medicine. CICC released a research report that traditional Chinese medicine preparations, Internet traditional Chinese medicine services and appropriate technologies of traditional Chinese medicine were included in the scope of medical insurance, and promoted the reform of payment mode of traditional Chinese medicine medical insurance. Traditional Chinese medicine medical institutions do not implement DRG payment for the time being. The sales of prepared pieces of traditional Chinese medicine shall not exceed 25%, and formula particles are encouraged to be collected everywhere. The bank believes that the policy encourages the development of traditional Chinese medicine obviously, and there is premium space in the valuation center of traditional Chinese medicine compared with the whole biomedical sector.
Meituan-w (03690) received a net purchase of HK $256 million. In terms of news, according to media reports, Ali’s local life was exposed that it was about to start a round of massive layoffs. The layoffs involved almost all business lines, including personnel of regional branches, excluding third-party riders; Some people close to hungry said that the layoffs were due to the widening gap between hungry and meituan in the field of local life. In this regard, hungry Yao said: “the news is not true. We do not have the so-called layoff plan, but we have made a clear plan for the next development.”
Li Ning (02331) received a net purchase of HK $87.03 million. On the news side, Tianfeng Securities Co.Ltd(601162) recently released a research report that it continues to be optimistic about the product operation and expansion bonus release driven by the upward trend of Li Ning brand. The bank expects the growth rate of Li Ning’s offline business to be 20% in December, which will continue to increase compared with November. The same store discount and sold out will continue to rise, and continue to lead all kinds of sports brands with gratifying performance; It is expected that the online growth rate is better than the offline, the overall performance is expected, and shows strong growth toughness under adverse factors such as repeated epidemic and weak consumption.
China Mobile (00941) received a net purchase of HK $43.45 million. On the news side, China Mobile announced that the company’s shares will be listed on the Shanghai Stock Exchange on January 5, 2022. It is reported that the IPO price of China Mobile is 57.58 yuan / share. The total amount of funds raised this time is nearly 56 billion yuan, becoming the fifth largest IPO in the history of a shares. It is worth mentioning that China Mobile announced after hours today that shareholders authorized the board of directors to buy back Hong Kong shares on the Hong Kong stock exchange. Repurchase no more than 2.048 billion shares, equivalent to no more than 10% of the number of Hong Kong shares issued on the date of the 2021 annual general meeting. According to the closing price on January 4, the market value of 10% equity is HK $98.2 billion.
Xinda Biology (01801) was sold net of 134 million. On the news side, analysts said that the market believes that the pharmaceutical CXO boom comes from the demand boom, and the demand brought by industrial transfer has been strengthened by the epidemic. Therefore, with the continuous progress of covid-19 specific drugs, investors believe that this logic may be worse on the edge. YueKai securities recently reminded investors to pay attention to the future market risk of the sector. Considering the general rise of CXO plate in 2020 and 2021, the current plate valuation is high, so we must be vigilant against the correction and differentiation of CXO plate in the future.
Smore International (06969) was sold a net HK $396 million. On the news side, Citic Securities Company Limited(600030) said that on the first day of the new year, SIMORE international fell sharply, mainly due to market concerns about the performance of the fourth quarter. The bank said the Chinese market recovered less than expected in the fourth quarter. With the release of the new national standard and the draft of e-cigarette management measures, the e-cigarette industry has entered a transitional period. During the transition period, new production capacity, brands, sales outlets and new products cannot be added, and the performance of the Chinese market will not be very good in the short term. Overseas, the trend of major customers continues, waiting for PMTA catalysis.
In addition, CNOOC (00883), China Resources beer (00291) and China Power (02380) received net purchases of HK $157 million, HK $84.93 million and HK $29.61 million respectively. Tencent (00700), China Resources Power (00836) and COFCO Jiakang (01610) were sold net of HK $481 million, HK $469 million and HK $38.98 million respectively.
(Zhitong finance and Economics Network)
