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透視港股通丨芯片股遭拋售,中芯國際淨賣出額超7億

北水總結

8月13日港股市場,北水成交淨賣出22.53億,其中港股通(滬)成交億淨賣出9.8億港元,港股通(深)成交淨賣出12.73億港元。

北水淨買入最多的個股是中移動(00941)、吉利汽車(00175)、舜宇光學(02382)。北水淨賣出最多的個股是中芯國際(00981)、華虹半導體(01347)、藥明生物(02269)。

數據來源:盈立智投APP

十大成交活躍股

數據來源:盈立智投APP

個股點評

北水資金大舉拋售芯片股,中芯國際(00981)、華虹半導體(01347)分別遭淨賣出7.46億、4.99億港元。消息面上,8月12日,國內LED屏廠藍普視訊在微信公衆號上發佈信息稱,實名舉報富滿電子涉嫌濫用市場支配地位壟斷相關芯片市場。藍普視訊表示,截止目前已經收到了行業近100家IC受害企業的聲援、9家顯示屏幕企業請求參與聯合訴訟。此前,針對汽車芯片市場哄擡炒作、價格高企等突出問題,近日,市場監管總局根據價格監測和舉報線索,對涉嫌哄擡價格的汽車芯片經銷企業立案調查。下一步,市場監管總局將持續關注芯片等重要商品市場價格秩序,進一步加大監管執法力度,嚴厲查處囤積居奇、哄擡價格、串通漲價等違法行爲。

中國移動(00941)獲淨買入7.88億港元。消息面上,中國移動發佈業績,上半年淨利潤591.2億元人民幣,同比增長6%;營收4436億元;期內公司5G相關投資共計人民幣502億元。小摩發佈研究報告稱,維持中國移動“增持”評級,目標價由73港元上調至76港元。公司目標全年開通5G基站數量逾70萬,而截至上半年已達50.1萬個,相信對5G的投資在2020-22年達到高峯,自2023年起將減少。瑞銀則上調中移動目標價至80港元,評級“買入”。

吉利汽車(00175)獲淨買入2.99億港元。消息面上,吉利汽車將於下週三(8月18日)公佈截至6月底止中期業績,受惠上半年總銷量爲63.02萬部同比增長約19%(達至全年銷量目標153萬部的41%),但期內也受到汽車芯片短缺所影響,綜合4間券商預測,吉利2021年上半年純利預測介於23億至36.66億元人民幣,同比增加0.13%至59.6%。中位數26.5億元人民幣,同比增15.4%。此外,隨着吉利下半年推出繽瑞、CMA架構的星越S、星越L、繽越、全新帝豪等一系列車型上市、及預期付極氪001車型於10月開始交付,投資者將關注公司推出新車型進展及毛利率指引。

東嶽集團(00189)獲淨買入2502萬港元。消息面上,中信證券預計未來5年鋰電、光伏用PVDF需求CAGR將在40%以上。儘管部分龍頭企業規劃2021年開始建設PVDF產能,但是考慮到建設週期,預計至少到2022年底,PVDF供應端緊俏的趨勢仍難以緩解。

李寧(02331)績後高開,部分北水資金逢高獲利了結,全天淨賣出額達2.88億港元。消息面上,李寧發佈中期業績,公司收入101.97億元人民幣,同比增長65%;權益持有人應佔利潤19.62億元,同比增長187%。公告稱,上半年,整體零售流水(包括線上及線下)實現90%-100%增長。渠道庫存實現中單位數下降,庫齡結構改善。毛利率上升6.4個百分點至55.9%;零售折扣有明顯改善;因存貨原值下降和庫齡改善而降低了部分存貨撥備;另外毛利率較高的直面消費者渠道(直營及電商渠道)收入佔比亦有所上升。淨利率由11.1%增至19.2%。

此外,舜宇光學(02382)、長城汽車(02333)、美團-W(03690)分別獲淨買入2.93億、5612萬、2544萬港元。而藥明生物(02269)、騰訊(00700)分別遭淨賣出4.74億、4.08億港元。

當日港股通淨買入和淨賣出排行榜

(港股通持股比例排行,交易所數據T+2日結算)

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