Editor's note:“North-South Water Refresher”The section is dedicated to tracking the status of North-South water capital, which is a trend vane in market conditions, and studying the direction of the “smart money” layout.
Overall net inflows of southbound capital resumed this month. As of July 27, there was a total net inflow of HK$14.451 billion and an outflow of HK$7.513 billion for the same period last month.
Looking specifically at it,This month, Beishui continued to increase the “mid-term special estimate” of the warehouse.$CNOOC (00883.HK)$,$CHINA TELECOM (00728.HK)$,$CHINA UNICOM (00762.HK)$,$BANK OF CHINA (03988.HK)$,$CHINA MOBILE (00941.HK)$,$ICBC (01398.HK)$It received purchases of HK$847 million, $743 million, $400 million, $337 million, $287 million, and HK$216 million respectively.
Furthermore, in the Science Network Unit$MEITUAN-W (03690.HK)$,$KUAISHOU-W (01024.HK)$It has regained the popularity of Beishui, with net purchases of nearly HK$1.6 billion and over HK$1.3 billion respectively this month; while$TENCENT (00700.HK)$There is still a net sale of nearly HK$3.6 billion.
It is worth noting that,$XPENG-W (09868.HK)$The stock price soared 62% this month. Judging from the flow of capital, it was bought by Beishui over HK$700 million. And the one that is also a new energy vehicle company$BYD COMPANY (01211.HK)$,$LI AUTO-W (02015.HK)$They were sold off for nearly HK$1.1 billion and over HK$300 million respectively.
Editor/Somer