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透視港股通丨汽車股受追捧

北水總結

8月24日港股市場,北水成交淨賣出2.93億,其中港股通(滬)成交淨買入0.98億港元,港股通(深)成交淨賣出5.62億港元。

北水淨買入最多的個股是中海油(00883)、李寧(02331)、理想汽車-W(02015)。北水淨賣出最多的個股是騰訊(00700)。

數據來源:盈立智投APP

十大成交活躍股

港股通(滬)十大活躍成交股

港股通(深)十大活躍成交股

數據來源:港交所

個股點評

中海油(00883)獲淨買入4.35億港元。消息面上,美國石油協會(API)公佈的數據顯示,美國上週原油庫存減少了563萬桶,預期爲減少150萬桶。此外,沙特石油大臣此前表示,期貨市場與基本面越來越脫節,歐佩克+可能被迫減產。市場擔憂供應趨緊,原油價格延續漲勢。週二,WTI 10月原油期貨收漲3.74%,報93.74美元/桶;布倫特10月原油期貨收漲3.88%,報100.22美元/桶。

李寧(02331)獲淨買入3.25億港元。消息面上,瑞銀近日表示,市場近期憂慮體育用品行業的庫存及折扣問題,預計國際品牌積極提供折扣的情況可於9月持續改善,令本土品牌的庫存壓力逐步舒緩,並於今年底恢復至正常水平。中信證券發研報稱,建議重點關注品牌勢能持續向上、長期仍有開店和提價空間且估值具備吸引力的國產品牌以及經營邊際改善的零售和代工龍頭,重點推薦李寧等。

汽車股獲北水資金追捧,理想汽車-W(02015)、小鵬汽車-W(09868)分別獲淨買入2.2億、5324萬港元。消息面上,日前召開的國務院常務會議決定,將今年底到期的免徵新能源汽車購置稅政策延期實施至明年底,預計新增免稅1000億元。光大證券表示,此舉避免了政策取消後新能源車漲價對消費的抑制,同時通常年末政策退坡帶來的搶裝現象有望有所緩解,行業發展更加均衡化。華福證券則表示,川渝限電影響汽車產業鏈生產,汽車板塊或承壓。考慮到政策支撐下需求向好、原材料價格繼續回落、新能源汽車持續滲透下自主品牌崛起趨勢明朗,調整或是買入機會。

特步國際(01368)獲淨買入4001萬港元。消息面上,特步國際近日發佈中期業績,收入約人民幣56.84億元,同比增長37.5%,普通股股權持有人應佔溢利5.9億元,同比增長38.4%。方正證券發佈研究報告稱,維持特步國際“強烈推薦”評級,特步主品牌處於品牌勢能上升期,且四個新品牌有望開啓第二增長曲線。公司管理層上調全年收入增長目標至接近30%,同時由於兒童運動市場孕育着較大的發展機遇,將在2H22加大研發與廣告投入,在此影響下預計全年淨利率將下滑0.3-0.5個點。

此外,新東方在線(01797)、小米集團-W(01810)分別獲淨買入4920萬、2409萬港元。而騰訊(00700)遭淨賣出4686萬港元。

港股通最新持股比例排行

(港股通持股比例排行,交易所數據T+2日結算)

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