Nuclear energy resurgence? Asset management companies are increasing their bets on related stocks.
①Several asset management companies see the potential of nuclear energy-related stocks and are considering adding them to their investment portfolios; ②Fund managers believe that the continuously growing AI and datacenters will significantly increase the demand for electrical utilities in the future, and nuclear energy will play a significant role in increasing power supply; ③However, nuclear energy still faces significant controversies among ESG investors.
cgn power (01816.HK): The first tranche of ultra short-term financing bonds for the year 2024 will be due for payment on September 23rd.
Guangdong Nuclear Power (01816.HK) announced that it completed the issuance of the first tranche of ultra-short-term financing bonds for the year 2024 on April 3, 2024. The issuance amount of the ultra-short term financing was 1 billion yuan, with a maturity of 169 days, a coupon rate of 2.00%, and a face value of 100 yuan. It was underwritten by Industrial and Commercial Bank of China Limited and Hua Xia Bank Limited. The ultra-short-term financing will be redeemed on September 23, 2024.
The Hang Seng Index fell 125 points, with Topsports down 16% and lithium industry stocks rebounding.
The market is waiting for US inflation data. US stock futures are soft, and Hong Kong stocks fell today. The Hang Seng Index opened 182 points lower, with the decline widening to 269 points at a low of 16,964 points. In the afternoon, the decline narrowed, with a total daily drop of 125 points or 0.7% to close at 17,108 points. The HSI Technology Index gained less than 1 point, closing at 3,450 points. The total trading volume of the market for the whole day was 105.785 billion yuan. Chinese tech stocks fell back, with Sinopec (00386.HK), CNOOC (00883.HK), and PetroChina (00857.HK) all down more than 2%.
CITIC Securities: The profit decline of the electrical equipment industry narrows, and leading enterprises show significant excess.
The top electrical utilities companies rely on their advantages in products and market layout, as well as their first-mover advantage, to bring significant profitability. Their performance in exceeding industry-wide growth is stable, which aligns well with the current domestic and international resonance in the electrical utilities system construction cycle.
Net inflow of more than 2.6 billion Hong Kong dollars in southbound funds on September 3: increased holdings of China Construction Bank and Meituan, outflow of Kuaishou and CGN Power.
① The Southbound capital had a turnover of approximately HKD 23.8 billion on the day. Which stocks did the funds continue to flow into? ② The funds inflowed into China Construction Bank Corporation by nearly HKD 0.4 billion. What is the short-term trend of the funds?
The net inflow of Hong Kong stocks for Construction Bank was HKD 0.387 billion.
There is a net inflow of funds from the north to the south in Bank of China (00939.HK), Meituan (03690.HK), and Tencent (00700.HK), reaching 0.387 billion Hong Kong dollars, 0.376 billion Hong Kong dollars, and 0.303 billion Hong Kong dollars, respectively. There is a net outflow of funds from the north to the south in Kuaishou-W (01024.HK) and CGN Power (01816.HK), reaching 0.197 billion Hong Kong dollars and 85.22 million Hong Kong dollars, respectively. The most active stocks with net inflows of funds through the Hong Kong Shanghai Connect are Bank of China (00939.HK) with 0.361 billion Hong Kong dollars, while China Mobile (00941.HK) has the highest net outflow of funds with 0.146 billion Hong Kong dollars. Hong Kong.