On January 21, in the Hong Kong stock market, Beishui traded a net purchase of 2.036 billion, of which Hong Kong stock connect (Shanghai) traded a net purchase of HK $550 million and Hong Kong stock connect (Shenzhen) traded a net purchase of HK $1.486 billion.
The largest number of stocks bought by Kwai Shui net are -W (03690), Tencent (00700) and fast -W (01024). The most sold stocks of beishuijing are Wuxi Apptec Co.Ltd(603259) (02359), Li Ning (02331) and Shun optics (02382).
Top 10 active trading stocks of Hong Kong stock connect (Shanghai)
Top 10 active trading stocks of Hong Kong stock connect (Shenzhen)
The Kwai Tung stock was then raised by the north water rush. The US group -W (03690), Tencent (00700) and fast hand -W (01024) were purchased 923 million, 629 million, and 349 million Hong Kong dollars respectively. In terms of news, on January 19, nine departments including the national development and Reform Commission issued several opinions on promoting the healthy and sustainable development of platform economy. The opinions proposed to amend the anti-monopoly law and improve the supporting rules of the data security law and the personal information protection law. Formulate and promulgate regulations prohibiting unfair competition on the Internet. Refine the platform enterprise data processing rules. Formulate and issue price behavior rules in the field of platform economy to promote the orderly and healthy development of the industry. We will improve the regulatory rule system in the financial field, adhere to the principle that all financial activities are included in financial supervision, and financial businesses must be licensed. Clarify the responsibility boundary of the platform and strengthen the responsibility of super large Internet platforms. Establish a platform compliance management system to form an effective external supervision and evaluation system for platform compliance. Strengthen the research and development of national standards related to platform economy.
China Mobile (00941) received a net purchase of HK $134 million. In terms of news, China Mobile announced the operation data of December 2021. In terms of mobile business, the net increase in customers this month was 109000, and the cumulative net increase in customers this year was 14.974 million; Among them, there are about 822 million 4G customers and 387 million 5g package customers. In terms of wired broadband services, the net number of customers decreased this month was 459000, and the cumulative net number of customers increased this year was 29.785 million.
Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) (02196) received a net purchase of HK $83.25 million. On the news, on January 20, the Geneva pharmaceutical patent pool (MPP) announced that it had signed agreements with 27 generic pharmaceutical enterprises to produce molnupiravir, an oral covid-19 drug of methadone, and supply it to 105 low-income and middle-income countries. It is reported that Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) is licensed to produce molnupiravir’s API and finished drug at the same time. Analysts said that it is estimated that if 50 million courses of drugs are produced globally in 2022, the corresponding demand for APIs will be more than 400 tons, providing future performance support for listed companies that have obtained the agreed production license.
Rongchuang China (01918) received a net purchase of HK $50.85 million. On the news front, media reports yesterday learned from a number of sources that rongchuang has recently repaid two debts totaling about 4.25 billion yuan as scheduled, including a domestic resale private debt of 3.315 billion yuan and a domestic ABS of 936 million yuan.
CNOOC (00883) received a net purchase of HK $49.84 million. On the news front, Goldman Sachs published a research report, raising the Brent futures price forecast for 2022 and 2023 from $81 and $85 per barrel to $96 and $105 per barrel respectively. The bank pointed out that the global inventory under the epidemic is low, and it is estimated that the inventory of OECD will fall to the lowest level since 2000 by this summer, and the standby capacity of OPEC will also fall to the lowest level since 2004, Therefore, it is expected that the oil price will rise to push up inventories.
Shunyu optics (02382) was sold for HK $217 million. On the news side, Furui released a research report saying that due to the weaker demand for smart phones, the share of Shunyu optical technology in the high-end market has declined, and the trend of standardization will promote the overall profit of the market. Therefore, the rating was reduced from “buy” to “hold”, and the target price was reduced from HK $255.58 to HK $215.61. Furui said in the report that the shipment growth of Shunyu’s mobile phone lens (HLS), mobile phone lens module (HCM) and vehicle lens (VLS) in fiscal year 2021 failed to meet the standard. The bank said that the global smartphone market was saturated, the products lacked breakthrough innovation in recent years, the attraction of 5g declined, there was a trend of lens de standardization in the market, and the degradation of product specifications would put more pressure on Shunyu’s future sales.
Wuxi Apptec Co.Ltd(603259) (02359) was sold net of HK $287 million. On the news side, Lyon released a research report, reiterating the “buy” rating of Wuxi Apptec Co.Ltd(603259) (02359), and the target price was reduced from HK $202 to HK $192. The bank said that the company’s 2021 performance and 2022 performance guidelines were strong. The recent negative stock price performance may reflect the profit selling of some investors; And some investors’ potential concerns about the sustainability of the revenue contribution of covid-19 related projects after 2022. Due to the confidentiality agreement between Wuxi Apptec Co.Ltd(603259) and the customer, the order size of covid-19 related projects and its contribution to the revenue in 2022 were not disclosed.
In addition, Li Ning (02331), Yao Ming Biology (02269) and Huaneng Power International Inc(600011) (00902) were sold net of HK $227 million, HK $164 million and HK $28.22 million respectively.
