Zhitong Financial APP learned that on the Hong Kong stock market on January 30, the net turnover of Beishui was 6.904 billion, including HK $3.756 billion for Hong Kong Stock Connect (Shanghai) and HK $3.148 billion for Hong Kong Stock Connect (Shenzhen).
The stocks that Beishuijing bought the most were Meituan-W (03690), China Mobile Limited (00941) and Shangtang-W (00020). The stocks sold most by Beishuijing are Tencent (00700), China Construction Bank Corporation (00939) and HKEx (00388).
Hong Kong Stock Connect (Shanghai) actively traded stocks
Hong Kong Stock Connect (Shenzhen) active Trading stocks
Meituan-W (03690) received a net purchase of HK $838 million. On the face of the news, Meituan released consumption data for the Spring Festival in 2023, showing that the life service industry got off to a good start, with the average daily consumption in the first six days of the holiday 66% higher than that of the Spring Festival in 2019. Remote consumption increased by 76% over the same period last year.
China Mobile Limited (00941) received a net purchase of HK $458 million. On the news side, China Mobile Limited released operating data for December 2022. In that month, the number of China Mobile Limited Mobile customers increased by 325000, with a cumulative net increase of 18.114 million for the whole year of 2022, bringing the total number of users to 975.006 million. In the same month, the number of customers of China Mobile Limited's 5g package increased by 18.601 million, with a net increase of 227.197 million for the whole year of 2022, bringing the total to 614.005 million.
Shangtang-W (00020) received a net purchase of HK $454 million. CITIC said that Shangtang is in a leading position in the AI industry and has formed a top, general and scarce SenseCore AI model in China. Everbright Securities said that Shangtang Technology, as the leader of domestic computer vision software, has realized the running pass of AI business landing, while actively transforming to the artificial intelligence as a service (AIaaS) model, which is expected to achieve high-quality and more stable revenue growth.
CNOOC (00883) received a net purchase of HK $134 million. In news, CNOOC recently announced its business strategy and development plan for 2023. The company raised its production target and capital expenditure budget for this year, with a net production target of 650-660 million barrels of oil equivalent, with a total capital expenditure budget of 100 billion-110 billion yuan. Goldman Sachs Group released a report saying that growing oil demand could bring the market back into short supply from June or push Brent prices back to $105a barrel by the fourth quarter.
Byd Company Limited (01211) received a net purchase of HK $47 million. On the face of the news, Guotai Junan released a research report saying that the market has fully responded to expectations of pressure on sales of the Q1 automobile sector. After entering the recovery period after the peak of the epidemic after the Spring Festival, passenger car sales are expected to gradually improve. At the same time, policy support will gradually become clear, and there is the possibility of exceeding expectations. It is worth noting that Li Auto Inc.-W (02015), which is also an automobile stock, received a net sale of HK $104 million.
Tencent (00700) received a net sale of HK $3.687 billion. On the news side, Cofco Futures released a report saying that it is necessary to guard against the risk of a higher-than-expected rise in the dollar index. The agency also said that at present, the Hong Kong stock market is gradually heating up under the resonance of internal and external advantages, and under the premise that the repair of expectations and overfalls constitute the main cause, we should pay attention to the possible disturbances between the repair of actual economic momentum and the expected derailment.
In addition, China Construction Bank Corporation (00939), HKEx (00388) and INNOVENT BIO (01801) received a net sale of HK $983 million, HK $436 million and HK $68.47 million respectively.