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【600351股吧】沪港通首周“南冷北热”(2014-11-24)


600351股吧——002206

  “一到两天的短期数据并不是一个很好的解释,如果周末之后的统计数据比较全面的话。”果园村证券(香港)研究部分析师王琳峰在接受《每日经济新闻》采访时表示,上海香港证券交易所的资本偏好。
  根据记者对上海和香港过去一周的交易数据和配额使用情况的统计,发现在上海香港证交所开盘后的第一周,上海股市火热,香港股市遇冷,呈现“南冷北热”的趋势。此外,两地投资者都在买入价差较大的股票。但由于沪股通引入的投资者多为境外机构投资者,而内地投资者多为散户投资者,因此在一些热门对象上存在一定差异:如沪股通,A股特色股和低估值蓝筹股受到境外投资者的青睐,而香港证交所的投资者倾向于选择低成本、小板块目标或潜在蓝筹股。

  沪股通偏爱估值偏低的蓝筹股

600351股吧
  记者从证监会召开的记者招待会上获悉,从上海至香港证券交易所的第一周交易来看,截至上星期五(11月21日),上海香港证券交易所的总交易金额为291亿100万元,包括上海证券交易所509485笔交易,交易金额252亿3100万元,净购236亿4000万元;香港证券交易所95379笔交易,成交金额38.7亿元,净买入29.28亿元(按上周五结果计算),央行人民币汇率为0.79148

600351股吧——发行公司债券分录

  据《每日经济新闻》记者的跟踪观察,自上海香港证券交易所开盘以来,上海股票联市的日常交易活动高于香港证券交易所的每日交易活动,日配额也较高。特别是在上海香港证券交易所的第一天,一整天只花了三个半小时,130亿美元的上海股票连接配额已经用完了。然而,随着本周交易结束,上海和香港之间的交易量逐渐萎缩。周四(11月20日)的成交量最弱。当日,上海证交所的交易量仅为17.5%,成交额为24亿7800万元,而香港证交所的成交额仅为1.9%元,成交额为3亿7600万元香港元。总的来说,上海香港证券交易所的第一个星期是“南方寒冷,北方炎热”。

  In terms of individual stocks, since the evening of Tuesday (November 18), the Hong Kong Stock Exchange has continuously released the market data summary of the Shanghai Hong Kong stock connect on that day after hours of each trading day, and disclosed the top 10 active stocks traded in both places.According to the statistics of the reporter of daily economic news, the largest individual stocks traded in the Shanghai Stock connect in the past week were Daqin Railway (601006, closing price 9.27 yuan) and SAIC Group (600104, closing price 19.27 yuan) 29 yuan), Ping An of China (601318, closing price:43.98 yuan), China Pacific Insurance (601601, closing price:21.09 yuan), industrial and Commercial Bank of China (601398, closing price:3.73 yuan), Guizhou Maotai (600519, closing price:153.13 yuan).Other stocks favored by foreign investors include China Merchants Bank (600036, closing price:10.80 yuan), conch cement (600585, closing price:17.16 yuan), Yili shares (600887, closing price:24.80 yuan) 。
  It is not difficult to find that the above stocks can be roughly divided into three categories.One is ah stocks with large price difference.As of last Friday’s closing, H shares of conch cement still have a 12.73% premium over a shares, which is the largest premium of ah shares.The premium of H shares of Ping An, China Pacific Insurance, ICBC and China Merchants Bank is 5.47%, 6.7%, 4.99% and 6.15% respectively.In addition, H shares such as Tsingtao beer, Huadian International, Nanjing Shanghai Expressway, Huaneng International, China CSR and China Shenhua all have obvious premium ranges compared with a shares, which are 10.6%, 9.7%, 8.4%, 8.28%, 7.41% and 6.9% respectively.

600351股吧——理财指南

  According to the strategy of foreign investors buying stocks with large price difference in the first week, the stocks with large discount of a shares may continue to be sought after by foreign investors in the future.
  Another hot target of Shanghai Hong Kong stock connect is undervalued blue chips, such as SAIC Group and Daqin Railway, which have repeatedly appeared in the top ten active stocks.CICC has previously said that after the opening of the Shanghai Hong Kong stock connect, it will provide a certain power for offshore RMB capital return, and blue chip stocks with undervalued value and attractive dividend yield are expected to be sought after.The third category is featured stocks, such as Guizhou Maotai and Yili shares, which are not only the leaders in the food and beverage industry, but also the scarce targets relative to the Hong Kong stock market.

  Hong Kong Stock Exchange loves to pick up “cheap stock”

600351股吧——东山精密股吧

  In terms of Hong Kong stock connect, although transactions are shrinking, there are also some bright spots.据《每日经济新闻》统计,腾讯控股的营业额最大,为1.23亿港元,其次是博士登,营业额为7269.2万港元,其次是亨德利、上海石化、上海电气、艾邦保险和洛阳钼业。
  也可以大致分为三类,一类是折价比a股更深的H股,如洛阳钼业。截至上星期五,其H股折价49.59%,与A股相比,上海石化行业的其他H股出现在香港证交所十大活跃股中,折价48.31%,上海电有44.21%的折扣。其他折价幅度较大的股票还包括第一拖拉机、昆明机床、南京熊猫、北辰实业和中海。与a股相比,H股折价幅度分别为54.73%、49.64%、49.25%、48.35%和47.68%。从上周五的收盘价来看,H股的折价幅度远大于a股。

  第二类是以低价和小盘股为代表的股票,如波司登和亨德利。证券交易商告诉记者,这一类别属于香港内地和海外投资机构不太重视的投票,但它们受到南方资金的青睐,这也反映了两地投资思维的差异。波司登销售羽绒服,现在正值冬季,保暖服需求旺盛。亨得利是一种钟表,也是内地消费者经常在香港或海外购买的一种消费品。从品牌知名度来看,博士登和亨得利都是内地投资者熟悉的品牌。截至上周五,恒大的市值为26亿港元,《经济日报》的市值为101亿港元。

  第三类是以腾讯控股和友邦保险为代表的潜在蓝筹股,它们受到香港地方投资机构的青睐,具有一定程度的垄断性。虽然这些股票目前并不便宜,但腾讯最新公布的报告是124.2港元,市值1163亿港元;友邦保险最新公布的报告是43.95港元,市值5294亿港元,不少机构公开对这两只股票持乐观态度,相信未来会有不错的回报。腾讯控股对每天使用QQ和微信的内地投资者来说非常熟悉。这也是自上海香港股票交易所成立以来投资者最激动人心的目标之一。对于友邦保险,中金公司的研究报告指出,友邦保险的独特之处在于其高利润质量和对寿险的更多贡献。据记者统计,友邦保险上周累计营业额超过3000万港元。
  今天,在上海香港证券交易所开通后的第二周,双方投资者会继续上述投资思路,“冷南热北”现象会好转吗?投资者可以观望。

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