On the Hong Kong stock market on August 26, there was a net sale of 3.245 billion in North Water, including HK $1.034 billion in Hong Kong Stock Connect (Shanghai) and HK $2.211 billion in Hong Kong Stock Connect (Shenzhen).

The stock that Beishuijing bought the most was Great Wall Motor.(02333), Dongyue Group(00189), Meituan-W (03690). The stocks sold most by Beishuijing are China Mobile (00941) and Li Ning Co. Ltd..(02331), Wuxi Biologics(02269)。

Hong Kong Stock Connect (Shanghai) Top Ten active Trading stocks

Beishui Capital increased its positions in Automotive stocks today, Great Wall Motor (02333), Geely Automobile(00175) net purchases of HK $173 million and HK $43.79 million respectively. On the news, according to media reports, the Ministry of Industry and Information Technology replied to proposal No. 1259 of the fourth session of the 13th National Committee of the Chinese people's political Consultative Conference (No. 175) of the 13th National Committee of the Chinese people's political Consultative Conference, saying that it will work with relevant departments to speed up the establishment of a sound automobile carbon emission standard system, and explore the establishment of a full-life-cycle carbon emission standard system, including complete vehicles, key parts, automotive materials, fuel, and comprehensive utilization of resources. In addition, according to the statistical analysis of the China Association of Automobile Manufacturers, from January to July 2021, the top 10 companies in car sales accounted for 86.3% of total car sales. From January to July of 2021, among the top 10 companies in car sales, both Chery and Great Wall grew rapidly compared with the same period last year.

Dongyue Group (00189) received a net purchase of HK $153 million. On the news side, CITICThe research newspaper pointed out that recently, due to the impact of downstream demand growth, superimposed raw materials rose, supply was limited, and domestic refrigerants rose collectively. Domestic lithium electricity, photovoltaic demand rapidly boost PVDF demand, the recent price of PVDF products rose 17-190000 yuan / ton compared with the beginning of the year. It is forecast that the demand of the PVDF industry will grow by about 22% this year, and combined with the industry expansion project, the supply shortage is expected to remain at least until the end of 2022. In addition, according to Baichuan Yingfu data, silicone DMC was quoted at 35000 yuan / ton on Aug. 24, and spot prices recently continued to hit a new high for the year, with an increase of about 59% during the year. The share price of Dongyue Silicon, a subsidiary of Dongyue Group, continued to climb, rising more than 100% during the month.

Smoore International Holdings Limited(06969) A net purchase of HK $90.52 million. On the news side, Smoore International Holdings Limited recently announced that the income in the first half of the year was 6.953 billion yuan, an increase of 79.2% over the same period last year, while the adjusted net profit was 2.975 billion yuan, a sharp increase of 127.5% over the same period last year. Among them, the business in Chinese mainland grew rapidly, with revenue of 3.156 billion yuan, an increase of 330.8%. Guojin Securities believes that Smoore International Holdings Limited, as the leading enterprise in the global e-cigarette contract manufacturing market, especially deeply bound with British American Tobacco PLC, will significantly benefit from the high growth in overseas markets. China's e-cigarette market has great potential for medium-and long-term development, and at the policy level, it is expected to regulate the development of the industry. The company will still have the ability to maintain high growth in the medium to long term. In fact, it is not just tobacco products, but Seymour has also been increasing its research and development of medical atomizer products in recent years.

Semiconductor Manufacturing International Corporation(00981) it went up and fell back today, and some of the funds from North Water fled with the market, with a net sales of HK $100 million for the whole day. On the news side, according to media reports, due to the continuous shortage of wafer foundry production capacity and the spread of the market, wafer foundry leader Taiwan Semiconductor Manufacturing Co Ltd has recently informed all IC design customers that the scope of wafer foundry fee increase will be expanded and will be increased across the board from the fourth quarter onwards. Among them, the price of the advanced process below 12nm is increased by 10% and the mature process above 12nm is increased by 20%. The move will help Taiwan Semiconductor Manufacturing Co Ltd raise his gross profit margin and stabilize the 50 per cent mark. On this rumor, Taiwan Semiconductor Manufacturing Co Ltd said that he would not comment on price movements.

In addition, Meituan-W (03690) and Tencent (00700) received a net purchase of HK $122 million and HK $22.95 million respectively. China Mobile (00941), Li Ning Co. Ltd. (02331) and Wuxi Biologics (02269) received a net sale of HK $700 million, HK $352 million and HK $185 million respectively.