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南北水 | 北向資金連續5日淨賣出,減持貴州茅台近11億元;內資加倉騰訊控股、比亞迪股份

北上資金今日淨賣出33.74億元。其中,滬股通淨賣出9.38億元,深股通淨賣出24.36億元。貴州茅台、比亞迪、招商銀行分別獲淨賣出10.9億元、6.32億元、3.78億元。格力電器淨買入額居首,金額為3.88億元。北上資金已連續5日淨賣出貴州茅台,共計40.78億元。

北向資金買賣前十成交榜出爐,貴州茅台、隆基綠能、通威股份位居滬股通成交前三;寧德時代、比亞迪、億緯鋰能位居深股通成交前三。

南下資金淨買入港股8.33億港元。其中,港股通(滬)淨買入1.63億港元,港股通(深)淨買入6.7億港元。騰訊控股、比亞迪股份、中國海洋石油分別獲淨買入3.83億港元、3.67億港元、1.93億港元;快手-W、藥明生物分別遭淨賣出4.14億港元、1.28億港元。

南向資金買賣前十成交榜出爐,騰訊控股、中國海洋石油、快手-W位居港股通(滬)成交前三,新東方在線、中國海洋石油、騰訊控股位居港股通(深)成交前三。

南水關注的個股

 

格力電器今日跌0.57%,獲淨買入3.88億元。格力電器此前公佈2022年半年度報吿,上半年營業收入952.22億元,同比增長4.58%;歸母淨利潤114.66億元,同比增長21.25%。

億緯鋰能今日漲3.89%,遭淨賣出1.56億。億緯鋰能官微消息,公司鋰亞電池第四代自動化產線正式啟用。據介紹,該產線擁有460+設備專利,實現產品雙通道生產,產能提升超30%,生產效率提升超50%。

白酒板塊中貴州茅台、五糧液分別遭淨賣出10.9億元、1.25億元。白酒概念板塊整體跌幅0.88%,36只股票下跌。截至今日,白酒概念板塊近一週漲幅-0.80%,近一月漲幅-1.99%,近一季漲幅-8.57%。

安信證券研報表示,隨着消費復甦趨勢顯現,中秋國慶雙節來臨,宴席市場快速恢復,預期宴席場景恢復確定性強。白酒板塊當前悲觀預期將得到修復,豐富的產品線和完善的經銷商體系將助力優秀企業穿越週期,建議把握基本面和激勵改革兩條主線:一是基本面強勁抗風險能力強的公司。二是具有改革激勵催化的公司。

 

北水關注的個股

新東方在線今日獲淨買入1.11億港元。據京東物流官方消息,京東物流現已與東方甄選達成合作,實現自營產品同城訂單即日達或次日達,跨省訂單可在72小時送達。

比亞迪股份今日漲1%,獲淨買入3.67億港元。有消息稱,比亞迪公司或將於週四與泰國最大工業地產開發商WHA簽署土地購買協議,建設其在東南亞的首家電動汽車工廠。

中國海外發展今日漲1.58%,獲淨買入1.65億港元。中國海外發展公佈於2022年8月,中國海外系列公司的合約物業銷售金額約人民幣225.07億元,同比下跌10.1%;2020年1-8月,中國海外系列公司累計合約物業銷售金額約人民幣1784.77億元,同比下跌30.0%。國金證券認為,優質房企已有企穩復甦趨勢,供貨充足疊加政策利好,銷售拐點基本確立,當前正是佈局的好時機。

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