透視港股通丨內資加倉汽車股
北水總結
8月26日港股市場,北水成交淨賣出32.45億,其中港股通(滬)成交淨賣出10.34億港元,港股通(深)成交淨賣出22.11億港元。
北水淨買入最多的個股是長城汽車(02333)、東嶽集團(00189)、美團-W(03690)。北水淨賣出最多的個股是中移動(00941)、李寧(02331)、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
北水資金今日加倉汽車股,長城汽車(02333)、吉利汽車(00175)分別獲淨買入1.73億、4379萬港元。消息面上,據媒體報道工信部答覆政協第十三屆全國委員會第四次會議第1259號(工交郵電類175號)提案稱,將聯合相關部門加快建立健全汽車碳排放標準體系建設,探索建立包括汽車整車、重點零部件、車用材料、燃料、資源綜合利用等在內的全生命週期碳排放標準體系。此外,據中國汽車工業協會統計分析,2021年1-7月,汽車銷量排名前十位企業佔汽車銷售總量的86.3%。2021年1-7月,在汽車銷量排名前十位企業中,與上年同期相比,奇瑞和長城均呈較快增長。
東嶽集團(00189)獲淨買入1.53億港元。消息面上,中信證券研報指出,近期,受到下遊需求增長影響,疊加原料上漲,供給受限,國內製冷劑出現集體上漲。國內鋰電、光伏需求快速推升PVDF需求,近期PVDF產品價格較年初上漲17-19萬元/噸。預測今年PVDF行業需求增速約22%,結合行業擴產項目預計供應短缺起碼維持到2022年底。此外,據百川盈孚數據顯示,8月24日有機硅DMC報價爲35000元/噸,現貨價格近期持續創出年內新高,年內上漲幅度約59%。東嶽集團旗下東嶽硅材股價持續攀升,月內漲幅超100%。
思摩爾國際(06969)獲淨買入9052萬港元。消息面上,思摩爾國際近日公佈,上半年實現收入69.53億元,同比增長79.2%;經調整後淨利29.75億元,同比大增127.5%。其中,在中國大陸的業務增長迅速,實現收入31.56億元,增幅高達330.8%。 國金證券認爲,思摩爾國際作爲全球電子煙代工市場的頭部企業,尤其與英美菸草深度綁定,將顯著受益於海外市場的高增長。中國電子煙市場的中長期發展潛力巨大,並且政策層面,預計將以規範產業發展。公司中長期仍將具備維持高增長的能力。實際上不止菸草類產品,思摩爾近些年來也在加大對醫療類霧化器產品的研發。
中芯國際(00981)今日衝高回落,部分北水資金隨市出逃,全天淨賣出額達1億港元。消息面上,據媒體報道,由於晶圓代工產能持續供不應求,市場傳出,晶圓代工龍頭臺積電近日已通知所有IC設計客戶,將擴大晶圓代工費用調漲範圍,第四季起全線調漲。其中,12nm以下先進製程漲價10%,12nm以上成熟型製程調漲20%。此舉將有助於臺積電的毛利率提升,守穩50%大關。對此傳聞,臺積電表示,不評論價格動向。
此外,美團-W(03690)、騰訊(00700)分別獲淨買入1.22億、2295萬港元。而中移動(00941)、李寧(02331)、藥明生物(02269)分別遭淨賣出7億、3.52億、1.85億港元。
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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