Accelerating south, 43 billion 600 million capital has been pouring into Hong Kong since September-sexhu

Accelerate the South since September 43 billion 600 million funds into Hong Kong stocks sina finance App: Live on-line blogger to guide you to the you make you take will always let you still continue to fund my pass through Hong Kong stocks into Hong Kong stock market. In September 21st, Hong Kong stocks through the continuation of a substantial net inflow pattern, at the close of Shanghai day, Shanghai shares through the daily amount of balance of 13 billion 85 million yuan (the daily amount of 13 billion yuan); Shanghai shares through the day to buy 1 billion 401 million yuan turnover, sales turnover of 1 billion 656 million yuan, turnover of 3 billion 56 million yuan; as of the date of closing stocks, Hong Kong stocks through the daily amount of balance 6 billion 652 million yuan (the daily amount of 10 billion 500 million yuan); Hong Kong stocks through the day to buy turnover of HK $5 billion 298 million, selling turnover of HK $1 billion 397 million, turnover amounted to HK $6 billion 695 million. WIND statistics showed that since this year 8 month 9 day, Hong Kong stocks through 28 consecutive trading days of net capital inflows, the cumulative purchase turnover of 1043.45 billion yuan, sales turnover of 416.54 billion yuan, the cumulative net purchases amounted to 626.91 billion yuan. Over the same period, the Shanghai shares through a net buying amount of 55 billion 874 million yuan, the amount of 45 billion 149 million yuan sold, net cumulative net purchase of 10 billion 725 million yuan. Since September this year, the enthusiasm of the mainland capital "Southward" is soaring. WIND statistics show that since September 11 trading days, Hong Kong stocks through the cumulative net inflow of funds 43 billion 578 million yuan, the average daily net inflows amounted to 3 billion 960 million yuan, compared with the same period, Shanghai shares for the cumulative net outflow of 2 billion 645 million yuan. With the continued net inflow of Hong Kong stocks through Hong Kong Stock Exchange in recent years, the overall capital flow has changed since the opening of Hong Kong and shanghai. WIND statistics show that since July 11 2014 on 17 441 trading days, Shanghai shares through the total purchase turnover of 11442.53 billion yuan, sales turnover of 10133.66 billion yuan, the cumulative net purchase amount to 1308.86 billion yuan over the same period; Hong Kong stocks through the cumulative net purchase turnover of 6857.43 billion yuan, sales turnover of 4121.51 billion yuan, the cumulative net purchase amount to 2735.92 billion yuan. The mainland capital why so keen to Hong Kong? On the one hand, the expectation of the medium and long term devaluation of the RMB has been lingering. Data show that since the 811 exchange rate reform in 2015, the RMB against the U.S. dollar, the euro and the Japanese yen, the three major international currencies have different depreciation. CIC securities research pointed out that the United States to raise interest rates during the year in line with greater probability, the RMB devaluation, the diversion of funds to promote the mainland overseas asset allocation in order to disperse the risk of exchange rate, plus insurance funds approved outflow, so the expected outflow of funds will gradually flow into Hong Kong stocks. On the other hand, Hong Kong stocks still have significant valuation advantages relative to the A share market. The latest data from the Shanghai and Shenzhen Stock Exchange show that as of April 21 9, Shanghai A shares the average price earnings ratio is 15.22 times the average price earnings ratio of Shenzhen A shares of 25.41 times the average price earnings ratio of the small board and gem respectively on 50.2

加速南下 9月份以来436亿资金涌入港股 新浪财经App:直播上线 博主一对一指导 你参赛你赚你拿 总能让你过把瘾   资金仍在不断地通过港股通涌入港股市场。9月21日,港股通延续大幅净流入格局,截至当天沪市收盘,沪股通每日额度余额为130.85亿元(每日额度130亿元);沪股通当日买入成交额14.01亿元,卖出成交额16.56亿元,成交金额为30.56亿元;而截至当日港股收盘,港股通每日额度余额为66.52亿元(每日额度105亿元);港股通当日买入成交额52.98亿港元,卖出成交额13.97亿港元,成交金额为66.95亿港元。   WIND统计数据则显示,自今年8月9日以来,港股通已经连续28个交易日资金净流入,累计买入成交金额1043.45亿元,卖出成交金额416.54亿元,累计净买入额为626.91亿元。同期,沪股通累计净买入成交金额558.74亿元,卖出成交金额451.49亿元,累计净买入净额为107.25亿元。而自今年9月份以来,内地资金“南下”的热情更是高涨。WIND统计数据显示,9月份以来的11个交易日中,港股通累计净流入资金435.78亿元,日均净流入金额高达39.6亿元,相比之下,同期沪股通则累计净流出26.45亿元。   随着近一段时间港股通的持续大额净流入,沪港通自开通以来整体的资金流向也发生了变化。WIND统计数据显示,自2014年11月17日以来的441个交易日中,沪股通累计买入成交金额11442.53亿元,卖出成交金额10133.66亿元,累计净买入金额为1308.86亿元;同期港股通累计净买入成交金额6857.43亿元,卖出成交金额4121.51亿元,累计净买入金额为2735.92亿元.   内地资金缘何如此热衷港股?一方面,人民币中长期贬值的预期始终挥之不去。数据显示,自2015年811汇改以来,人民币兑美元、欧元与日元这三大国际货币均有不同幅度的贬值。中投证券研究指出,美国年内加息概率较大,人民币中长线具贬值压力,促使内地资金分流海外作资产配置以分散汇率风险,加上险资获批流出,因此预期流出资金仍会逐步流入港股。   另一方面,相对于A股市场而言,港股仍然具有显著的估值优势。来自沪深交易所的最新数据显示,截至9月21日,上证A股的平均市盈率为15.22倍,深市A股的平均市盈率为25.41倍,中小板和创业板的平均市盈率则分别为50.24倍和76.63倍。相比之下,港股市场则要便宜得多。截至目前,96只A+H上市的个股中,A股平均溢价率仍然高达77.66%,仅有潍柴动力、宁沪高速、中国平安、海螺水泥和福耀玻璃处于港股溢价的状态。   另外,政策的松动也为内地险资南下打开了方便之门。近日,中国保监会发布《关于保险资金参与沪港通试点的监管口径》,标志着保险资金可参与沪港通试点业务。中金公司分析称,目前保险行业资金运用余额约12.5万亿元,其中投资到股票和基金的比例约为13.7%。中国近年保费收入以每年约2万亿元的速度在增加,每年为港股带来的潜在增量资金约为300亿元。瑞信则预计,因香港市场估值吸引,而且更具弹性,预计保险企业会增加南下投资额度,现有的保费收入在2至3年内将为港股额外带来约3000亿元的资金流入,而新保费收入将每年带来约500亿元的资金流入。 新浪声明:此消息系转载自新浪合作媒体,新浪网登载此文出于传递更多信息之目的,并不意味着赞同其观点或证实其描述。文章内容仅供参考,不构成投资建议。投资者据此操作,风险自担。 进入【新浪财经股吧】讨论相关的主题文章: