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.
Since September, the three major indices of Hong Kong stocks have collectively pulled back.$Hang Seng Index (800000.HK)$Missed 18,000 points. However, the pace of capital going south to continue to buy Hong Kong stocks has not stopped. As of September 26, there has been a total net inflow of HK$46.652 billion.
Looking specifically at it,Some domestic housing stocks are trending well.$SUNAC (01918.HK)$It returned to Hong Kong Stock Connect this month. Spurred by this news, it surged by nearly 140% during the month, receiving net purchases of over HK$1.1 billion from Beishui. In addition, Kitamizu also added to the warehouse$COUNTRY GARDEN (02007.HK)$Nearly HK$600 million.
Diet pills are highly sought after by the market,$INNOVENT BIO (01801.HK)$The reverse market rose by nearly 9% this month, receiving an increase of over HK$1.7 billion from Beishui, ranking first in the net purchases list.
According to the news, Cinda Biotech previously announced that it plans to place 68 million new shares at HK$34.92 per share, and raise about HK$2.357 billion to accelerate various clinical R&D plans and product commercialization.
Notably, Cinda Biotech claims that about 30% (about HK$707 million) of this financing will be used to develop, market and commercialize IBI362 (Masterceptide).A GLP-1R/GCGR dual agonist for the treatment of diabetes and obesity and a potential clinical candidate.
It is worth noting that,There was a disagreement over capital in the Science and Technology Network stock this month.North Water Sweeper$MEITUAN-W (03690.HK)$Nearly HK$1.5 billion, sold$KUAISHOU-W (01024.HK)$Nearly HK$600 million.
Furthermore, Beishui continues to be popular$XPENG-W (09868.HK)$, positions increased by more than HK$1.2 billion this month, increased by nearly HK$1.4 billion last month, and continued sell-off$LI AUTO-W (02015.HK)$Over HK$500 million, with sales exceeding HK$700 million in the same period last month.
Editor/Somer