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透視港股通丨內資追捧青島啤酒股份

北水總結

12月14日港股市場,北水成交淨買入17億,其中港股通(滬)成交淨買入13.97億港元,港股通(深)成交淨買入3.02億港元。

北水淨買入最多的個股是青島啤酒股份(00168)、華寶國際(00336)、騰訊(00700)。北水淨賣出最多的個股是東嶽集團(00189)、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:盈立智投APP

個股點評

青島啤酒股份(00168)獲淨買入4.85億港元。消息面上,高盛此前發表報告指,受疫情、成本壓力及更廣泛的消費行業向下重評影響,啤酒股股價年初至今下跌了15%。但該行認爲啤酒行業的高端化趨勢仍然穩健,在受疫情影響的過去兩年的年均複合增長率仍有9%至10%。預計行業未來將會維持雙位數增長、產品均價繼續上升及毛利率擴張。該行將青島啤酒評級由“中性”上調至“買入”目標價由84港元升至87港元。值得一提的是,青島啤酒股份公告稱,復星集團於12月9日減持公司H股3800萬股,本次權益變動後,復星集團持有公司股份比例由7.84%下降至5.06%。

華寶國際(00336)獲淨買入3.5億港元。消息面上,華寶國際此前公佈,董事會正考慮建議分拆New Generation Global Limited(New Generation)或其可能置於公司與 NewGeneration 之間的控股公司在香港聯合交易所有限公司主板上市的可行性。現時考慮作爲建議分拆的主題事宜的業務爲以餐飲行業爲目標客戶的調味品生產、銷售、營銷及分銷。

騰訊(00700)獲淨買入2.48億港元。消息面上,騰訊控股公告,董事會預期將於2021年12月23日(星期四)審議一項決議,以批準派發中期股息。此外,有媒體報道稱,據知情人士稱,騰訊正在商討一筆交易,準備以約110億美元的估值(較當初102億美元的估值高出約10%),增持其所持芬蘭手機遊戲開發商Supercell的股份。

美團-W(03690)獲淨買入1.72億港元。消息面上,交銀國際此前發研報指,該行維持互聯網行業領先評級,指業績明年下半年轉好機會大,估值偏低。首選買入美團,戰略轉型零售+科技證明新業務投入決心,帶來更大可滲透市場空間。

特步國際(01368)獲淨買入7667萬港元。消息面上,國盛證券發佈研報稱,該公司Q4隨着消費環境回暖主品牌終端流水增速環比有所回升,預計大約在20%左右好於預期,其中線上表現優於線下。終端庫存和折扣水平維持良好狀態,截至Q3末公司披露零售折扣水平爲7.5-8折,零售存貨週轉爲4個月。

東嶽集團(00189)遭淨賣出1.81億港元。消息面上,根據生意社數據,12月13日,國內有機硅DMC市場整體下跌運行。13日,國內有機硅DMC出廠報價參考24200-27000元/噸附近,均價參考25320元/噸,與前一工作日相比,均價下調720元/噸,跌幅2.76%。據悉,近日山東大廠大幅度下調有機硅DMC出廠價格至26000元/噸,原料金屬硅也繼續弱勢下行,其他工廠以及供應商也開始大幅讓利出貨,場內有機硅DMC低端報價跌至25200元/噸,最大跌近5000元/噸。

此外,融創中國(01918)獲淨買入2.2億港元。而中國移動(00941)、中芯國際(00981)分別遭淨賣出8470萬、7827萬港元。

當日港股通淨買入和淨賣出排行榜

(港股通持股比例排行,交易所數據T+2日結)

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