Zhitong Finance APP learned that in the Hong Kong stock market on June 15, Beishui’s net buying volume was 4.348 billion, of which Hong Kong Stock Connect (Shanghai) net buying was HK$2.007 billion, and Hong Kong Stock Connect (Shenzhen) net buying was HK$23.42 billion Hong Kong dollars.
The stocks that Bei Shui Net bought the most are Hong Kong Stock Exchange (00388), CNOOC (00883), and New Oriental Online (01797).
The top ten actively traded stocks in Southbound Trading (Shanghai)
The top ten actively traded stocks in Southbound Trading (Shenzhen)
Hong Kong Stock Exchange (00388) received a net purchase of HK$555 million. On the news, Paul Chan, the Financial Secretary of the Hong Kong Special Administrative Region of China, said in an exclusive interview that he is currently working hard with the relevant mainland authorities to allow Chinese concept stocks listed in Hong Kong to be included in the Hong Kong Stock Connect, hoping to increase incentives to attract Chinese concept stocks to return to Hong Kong. , enhance Hong Kong’s financial competitiveness. In addition, CITIC Securities said that under the arrangement of ETF Connect, mainland investors can indirectly hold such targets by investing in ETFs that track the Hang Seng Index , the State-owned Enterprise Index and the Hang Seng Technology Index. The increase in the scale of interoperability ADT will further enhance the performance of the Hong Kong Stock Exchange. The bank expects that ETF interconnection will be truly realized around August.
New Oriental Online (01797) received another net purchase of HK$363 million, and the cumulative net purchase amount in the past three days was approximately HK$1.223 billion. In terms of news, since June 9, the live broadcast room "Oriental Selection" of New Oriental , a bilingual product, has been on the hot search list many times. CITIC Securities believes that due to the short-term benefit from the 618 peak season and the continued popularity of publicity, Oriental Selection is expected to continue its strong growth momentum. Under the strong short-term momentum, it is expected that the number of fans of Oriental Selection will gradually reach tens of millions.
Tencent (00700), Kuaishou-W (01024), Meituan -W (03690) received net purchases of HK$347 million, 211 million, and 193 million Hong Kong dollars respectively. On the news, Tianfeng Securities previously believed that the 21Q1 performance of many leading Internet companies exceeded expectations. The fundamentals of the Internet sector are likely to bottom out in the second quarter. Subsequently, as the macro environment improves and the company’s high-quality growth strategy is realized, the revenue growth rate will be consistent with The gradual resonance of operating leverage and improvement is expected to promote a flexible recovery in performance. What is worthy of vigilance is that U.S. inflation remains high, the Federal Reserve aggressive interest rate hike expectations are heating up, and Fed officials may consider raising interest rates by 275 basis points this week.
Li Auto -W (02015) received another net purchase of HK$195 million. According to the news, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that the next step will be to study and clarify the continuation policy of preferential vehicle purchase tax for new energy vehicles as soon as possible. This policy will end by the end of this year. We are now studying with relevant departments whether to continue this policy. At the same time, we will also optimize the "double points" management method, increase research and breakthroughs in new system batteries, vehicle operating systems, etc., and launch urban pilot projects for comprehensive electrification of public sector vehicles.
Xiaomi Group -W (01810) received a net purchase of HK$66.79 million. On the news, CMB International said that even if the mobile phone market is weak, it still believes that Xiaomi will continue to increase its share in the global mobile phone market, and macro issues will become short-term factors affecting the mobile phone and AIoT businesses. The company's current valuation level is attractive, and the launch of new mobile phone products in the second half of the year will become a driver of the stock price. The bank maintains a "buy" rating and a target price of HK$15.1.
Everbright Securities (06178) received a net purchase of HK$9.17 million. On the news, Wang Simin, an analyst at Everbright Securities, said that under the favorable credit background and capital market reform in the second half of the year, the importance and development space of the securities industry will further increase, and he is still optimistic about the performance of the securities industry. However, this round of market rebound has lasted for nearly two months, and institutions have become more cautious about the short-term market. Northeast Securities believes that social financing exceeded expectations and increased expectations for profit stabilization, overseas tightening expectations have revived, risk appetite is neutral, and the rebound has entered the tail market.
In addition, CNOOC (00883), China Overseas Development (00688), and China Mobile (00941) received net purchases of HK$373 million, HK$213 million, and HK$89.85 million respectively.
