The northward capital bought a net of 541 million yuan today. Of this total, Shanghai shares sold 712 million yuan and Shenzhen stocks bought 1.252 billion yuan.
Ningde era, BYD and Wuliangye received a net purchase of 318 million yuan, 233 million yuan and 229 million yuan respectively. Enjie shares ranked first in net sales, with an amount of 372 million yuan.
Southbound funds bought a net HK $2.836 billion of Hong Kong stocks today. Of this total, Hong Kong Stock Connect (Shanghai) bought a net HK $1.234 billion, while Hong Kong Stock Connect (Shenzhen) bought a net HK $1.602 billion.
Southbound funds bought a net HK $2.836 billion of Hong Kong stocks today. TRACKER FUND OF HONG KONG, Byd Company Limited and Ping An Healthcare And Technology received a net purchase of HK $3.676 billion, HK $255 million and HK $200 million respectively, while Meituan-W, Tencent, Geely Automobile and Alibaba Health Information Technology received a net sale of HK $831 million, HK $467 million, HK $302 million and HK $210 million respectively.
Stocks concerned by Nanshui
Northbound funds once again increased their positions in the liquor sector, in which Shanghai stocks were bought net.Guizhou Moutai211 million 、Shanxi Fen Liquor219 million, net buying of Shenzhen stocks.Wuliangye229 million 、Luzhou laojiao204 million .
Guotai Junan said that combined with the current market expectations and fundamentals, liquor has entered the valuation repair stage due to the optimization of epidemic control and the relaxation of real estate financing, and the valuation expansion phase still needs to observe the progress of economic and fundamental improvement. At present, 2023Q1 will be an important observation time and turning point, most likely will form a fundamental bottom, with reference to the trend of the liquor industry in 2014, the industry is expected to improve after reaching the bottom, and is expected to gradually enter the stage of valuation expansion.
Sunlight power supplyA net sale of 351 million by Shenzhen shares. Prior to the exchange meeting information triggered household energy storage and inverter plate shock, Sunshine Power supply issued a clarification notice on the 6th that the company did not significantly reduce household savings expectations, the sharp reduction is misinterpretation and excessive interpretation.
Stocks concerned by Beishui
TencentA net sale of 467 million Hong Kong dollars. As of today, southbound funds have sold Tencent for the second consecutive day, totaling about 2.4333 billion Hong Kong dollars. Tencent announced on the Hong Kong Stock Exchange that it would buy back 934400 shares today at a price of HK $307.6 to HK $310.2 per share, at a total cost of about HK $289 million.
Byd Company LimitedReceived a net purchase of HK $255 million. On December 2, BYD announced production and sales of KuaiBao. BYD sold 230400 new energy vehicles in November, compared with 91200 in the same period last year, an increase of 152.62% over the same period last year.
Ping An Healthcare And TechnologyReceived a net purchase of HK $200 million. CITIC believes that the continuation of the current market is mainly driven by expected improvement and short covering, and the future market interpretation will continue to focus on the landing of prevention and control optimization and the realization of performance expectations in 2023. Looking back on 2022Q3, Internet companies continue to reduce costs and increase efficiency, showing strong profit flexibility; looking forward to 2023, with the landing of prevention and control optimization policy is expected to promote the recovery of production and life and enterprise economic activities, macro and consumption recovery trend, the performance of Internet companies is expected to show a more significant improvement.