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南北水 | 北水搶籌“中字頭”股票!中海油獲加倉3.35億港元,南水買入招商銀行逾7億元

北上資金全天淨買入A股62.94億元,單日淨買額創2023年12月28日以來新高。

其中,招商銀行、長江電力、比亞迪分別獲淨買入7.34億元、6.06億元、3.41億元。中國石油淨賣出額居首,金額為4.2億元。

南下資金今日淨買入港股18.17億港元。

其中,淨買入中海油3.35億港元,中國移動2.9億港元,中國石油股份2.53億港元,中國神華1.1億港元;淨賣出騰訊11.24億港元,中國平安1.09億港元。據統計,南下資金已連續4日減倉騰訊,共計24.1698億港元。

南水關注個股

招商銀行獲淨買入7.34億元,今日升2.69%。國家金融監督管理總局新聞發言人、統計與風險監測司負責人劉志清在國新辦新聞發佈會上表示,初步統計顯示,2023年,商業銀行淨利潤2.38萬億元人民幣,按年增長3.24%。展望2024年,銀行業有望持續保持穩健發展勢頭,機構和功能佈局更為合理,金融資源配置將進一步優化。

中國石油遭淨賣出4.2億元,今日升停。消息面上,國資委研究將市值管理納入中央企業負責人業績考核,在利好刺激下,中字頭股爆發。

北水關注個股

中海油淨買入3.35億港元。2023年公司淨產量預計完成約675百萬桶油當量,實現連續5年產量創新高。對於2024年的戰略展望,中國海油預計在2024年資本支出預計將達1250億-1350億元人民幣,產量目標定在700-720百萬桶油當量,儲量替代率不低於130%。

中國移動淨買入2.9億港元。1月24日,在聯交所購回3.7萬股,每股作價介乎63.8-64.5元,涉及總額約237萬元。自普通決議案通過至今,共計購回237.7萬股,佔公司股本0.01112%。此外,羣益證券研報指出,國資委進一步推動市值管理相關要求,中國移動作為運營商央企龍頭或將受益。

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