《大行》大摩:華潤飲料(02460.HK)及小菜園(00999.HK)消費類港股備受北水追捧
摩根士丹利發表研究報告指,7月份該行覆蓋的27隻主要港股消費股錄得南向資金淨流入,66隻符合港股通資格的港股主要消費股的南向持股佔其自由流通股本比例按月平均上升0.8個百分點,而年初至今南向資金淨流入,佔自由流通股本比例亦較2024年底平均增加3.6%。按行業劃分,7月份啤酒、服裝及運動服裝、農業、黃金、家電、家居裝修、玩具、教育及行李箱類股份錄得北水流出。
據大摩統計,7月有27隻股份錄得南向資金流入,38隻錄得流出,流入前五位分別為華潤飲料(02460.HK)、小菜園(00999.HK)、泉峰控股(02285.HK)、H&H國際控股(01112.HK)及天立國際(01773.HK),而流出前五位則為九毛九(09922.HK)、華潤啤酒(00291.HK)、泡泡瑪特(09992.HK)、特步國際(01368.HK)及新秀麗(01910.HK)。
年初至今,41隻股份錄得北水流入,25隻錄得流出,流入前五位為小菜園、華潤飲料、毛戈平(01318.HK)、衛龍美味(09985.HK)及H&H國際,流出前五位則為華潤啤酒、海倫司(09869.HK)、新秀麗、中匯集團(00382.HK)及光正教育(06068.HK)。
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