Zhitong Financial APP learned that on the Hong Kong stock market on December 2, Beishui had a net sales of HK $1.253 billion, of which Hong Kong Stock Connect (Shanghai) had a net sale of HK $19.85 and Hong Kong Stock Connect (Shenzhen) had a net purchase of HK $732 million.
The stocks that Beishuijing bought the most were Kuaishou Technology-W (01024), Tencent (00700) and China Construction Bank Corporation (00939). The stocks sold most by Beishuijing are Li Ning Co. Ltd. (02331), China Shenhua Energy (01088) and XPeng Inc.-W (09868).
Hong Kong Stock Connect (Shanghai) actively traded stocks
Hong Kong Stock Connect (Shenzhen) active Trading stocks
Kuaishou Technology-W (01024) received a net purchase of HK $144 million. On the news side, Goldman Sachs Group released a research report saying that the bank has recently communicated with Kuaishou Technology's management. Management said that in terms of profitability and profit margins, in addition to better controlling spending and reducing losses in overseas operations, it is expected to shift to high-margin businesses through the income mix; marketing expenses continue to decline; long-term gradual cuts in R & D and administrative costs to continue to reduce domestic costs, increase profit margins and reduce losses. The bank maintains Kuaishou Technology's "buy" rating, with a target price of HK $90.
China Construction Bank Corporation (00939) received a net purchase of HK $99.31 million. On the news side, Minsheng Securities recently released a research report saying that the real estate risk may accelerate settlement, which is good for the asset quality of banks. Since November, real estate financing policies have been launched frequently, and the financing environment of real estate enterprises is expected to improve substantially. Banks respond positively and support strongly, which is good for the accelerated repair of the real estate chain, and then take care of the quality of banks' real estate-related assets. This will catalyze the repair of the market by banks.
Haichang Ocean Park (02255) received a net purchase of HK $84.56 million. In the news, Haichang Ocean Park issued an announcement that the board of directors took note of today's market news that qu Cheng, the company's executive director and controlling shareholder, sold 3.475 billion shares, accounting for about 45 per cent of the company's total issued shares. The board of directors noted that there was a lot of short selling on November 30, 2022. The board of directors has made inquiries with qu Cheng and now solemnly clarifies that the news of qu Cheng's sale of shares is false, has no factual basis, and is purely malicious rumors. The Board hereby stresses that qu Cheng has not sold any of its shares as at the date of this announcement and remains the controlling shareholder of the Company.
CNOOC (00883) received a net purchase of HK $57.94 million. On the news, CNOOC announced. The acquisition of a 5 per cent stake in Brazil's Bhost zios, the world's largest deepwater oil field, for about $1.9 billion has become Petrobras's largest partner. It is reported that CNOOC currently has five deepwater bloc assets in Brazil, including Buzos and Libra.
China Mobile Limited (00941) received a net purchase of HK $39.03 million. On the news, China Mobile Limited announced that during the period from January 21, 2022 to November 29, 2022, the company's actual controller, China Mobile Limited Group, accumulated 26.2082 million A-share holdings in the company through the Shanghai Stock Exchange trading system, with a cumulative increase of about 1.509 billion yuan. has exceeded the lower limit of the plan. China Mobile Limited Group plans to extend the program for 12 months until December 31, 2023.
Semiconductor Manufacturing International Corporation (00981) received a net sale of HK $143 million. On the news side, the World Semiconductor Trade Statistics Organization released data that the size of the semiconductor market in 2023 will be 4.1% lower than the same period last year to 556.5 billion US dollars. Compared with the previous forecast of 4.6% year-on-year growth, it turned to negative growth after four years. Demand for semiconductors for civilian products such as smartphones and personal computers will decline, and the market for storage semiconductors will also be significantly reduced.
XPeng Inc.-W (09868) received a net sale of HK $163 million. On the news, Credit Suisse issued a report that XPeng Inc. 's fourth-quarter delivery guidelines were down 50% to 52% from a year earlier and 29% to 32% from a month earlier, to about 20, 000 to 21000 vehicles, as the bank expected delivery of 5800 vehicles in November. so the guidelines mean that December delivery reached 9100 to 11000 vehicles, down 35% to 41% from a year earlier. Based on the lower-than-expected estimated sales, the bank lowered the group's earnings per share forecast for 2022-24 by 7.8% to 297.9%, and the target price was correspondingly lowered from $36 to $14, maintaining a rating of "outperforming the market."
China Shenhua Energy (01088) received a net sale of HK $294 million. On the news, Qinhuangdao Coal Network said that the current coal demand recovery situation is unstable, the supply and demand pattern tends to loose situation has not changed, coupled with the winter supply and price stability is still the focus, the price rebound is not expected to be strong, and can not fully make up for the previous decline. In addition, the transactions in the coastal coal market are still dominated by medium-and long-term contracts, and the proportion of goods in the market is on the low side. Under the role of medium-and long-term contracts as a stabilizer, the possibility of sharp fluctuations in market prices is small.
In addition, Tencent (00700), Gome Retail (00493) and Clover Bio-B (02197) received net purchases of HK $126 million, HK $13.72 million and HK $10.11 million respectively. Li Ning Co. Ltd. (02331) and Alibaba Health Information Technology (00241) received a net sale of HK $447 million and HK $38.19 million respectively.