南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元

格隆汇2022-10-14

10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...

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李仕美
2022-10-17
李仕美
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href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a 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billion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00700":1,"TCEHY":1},"content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":666477707,"gmtCreate":1665975435310,"gmtModify":1665976088503,"author":{"id":"4117942384873420","authorId":"4117942384873420","name":"李仕美","avatar":"https://static.tigerbbs.com/51d32050bdf56a51cca1d882d1915f80","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4117942384873420","idStr":"4117942384873420"},"htmlText":"东西粮","listText":"东西粮","text":"东西粮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666477707","repostId":2275931367,"repostType":2,"repost":{"id":"2275931367","kind":"highlight","pubTimestamp":1665749909,"share":"https://www.laohu8.com/m/news/2275931367?lang=zh_CN&edition=full","pubTime":"2022-10-14 20:18","market":"us","language":"zh","title":"南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2275931367","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.</p><p><img src=\"https://img3.gelonghui.com/8e80a-2660d535-a190-43e1-a6fd-f57b032edc62.png\"/></p><p>活跃个股方面，北向资金净卖出较多的有<b><a href=\"https://laohu8.com/S/WX\">药明康德</a>、<a href=\"https://laohu8.com/S/601012\">隆基绿能</a>、<a href=\"https://laohu8.com/S/601888\">中国中免</a></b><span>分别获净买入6.13亿元、4.09亿元、2.74亿元。</span><b><a href=\"https://laohu8.com/S/600438\">通威股份</a></b><span>净卖出额居首，金额为3.9亿元。</span></p><p><img src=\"https://img3.gelonghui.com/ed03c-d2fe7ada-4c1e-460c-bfc9-91dc3d37e488.png\"/></p><p>南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。</p><p><img src=\"https://img3.gelonghui.com/bbf77-b493a6bf-d49e-4cd9-8678-c4546a2942dd.png\"/></p><p>今日南下资金<b>净买入较多的有<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02269\">药明生物</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>，</b><span>分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；</span><b><a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>、<a href=\"https://laohu8.com/S/01797\">新东方在线</a>分别遭净卖出</b><span>2.43亿港元、9438万港元。</span></p><p><img src=\"https://img3.gelonghui.com/51af3-89d7ab85-0671-48c0-9cda-66a462305f52.png\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">南水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><div></div><p><b><a href=\"https://laohu8.com/S/603259\">药明康德</a></b><span>获净买入6.13亿元。</span><span>德邦证券表示，</span><span>复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。</span></p><p><b>隆基绿能</b><span>获净买入4.09亿元。</span><span>公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。</span></p><p><b><a href=\"https://laohu8.com/S/01880\">中国中免</a></b>获净买入2.74亿元。消息面上，<span>cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。</span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">北水关注的个股</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><b>腾讯</b><b>控股</b><span>获净买入11.37亿港元。</span><span>中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。</span></p><p><b>药明生物</b><span>获净买入10.97亿港元。</span><span><a href=\"https://laohu8.com/S/601901\">方正证券</a>研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&amp;疫苗估值底部，业绩表现较高个股。</span></p><p><b><a href=\"https://laohu8.com/S/00853\">微创医疗</a></b>获净买入5404万港元。消息面上，国家医保局明确<a href=\"https://laohu8.com/S/002173\">创新医疗</a>器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n南北水 | 南水净买入超74亿元，通威股份净卖出额居首，北水加仓腾讯超10亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-14 20:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/556709><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多...</p>\n\n<a href=\"https://www.gelonghui.com/p/556709\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/8836a-e31f6092-9136-4d85-86a7-935436f84a69.jpg","relate_stocks":{"LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" 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USD"},"source_url":"https://www.gelonghui.com/p/556709","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2275931367","content_text":"10月14日，北向资金净买入74.72亿元，其中，沪股通净买入46.53亿元，深股通净买入28.19亿元.活跃个股方面，北向资金净卖出较多的有药明康德、隆基绿能、中国中免分别获净买入6.13亿元、4.09亿元、2.74亿元。通威股份净卖出额居首，金额为3.9亿元。南向资金成交净买入50.43亿港元，其中港股通(沪)成交净买入25亿港元，港股通(深)成交净买入25.43亿港元。今日南下资金净买入较多的有腾讯控股、药明生物、美团-W，分别获净买入11.37亿港元、10.97亿港元、4.46亿港元；恒生中国企业、新东方在线分别遭净卖出2.43亿港元、9438万港元。南水关注的个股药明康德获净买入6.13亿元。德邦证券表示，复盘近十五年医药板块行情走势，板块多次走出分化行情，在2018/2012/2015/2019年四次触底后，医药板块都在政策或大环境的边际改善下，迎来了底部反转与后续的显著强势期。当前环境下，医药已经处于低估值、低配置状态，政策端不断释放积极信号，疫情防控也得到显著进展，当前医药有望迎来新一轮强势期。隆基绿能获净买入4.09亿元。公司发布2022 年1-9 月主要经营数据公告，公司预计2022 年Q1-3 实现营收864-874 亿元，同增54-56%，其中2022Q3 实现营收359.8-369.8 亿元，同增70.5-75.2%，环增13.1-16.2%；公司预计2022 年1-9月实现归母净利润106-112 亿元，同增40-48%，其中2022Q3 实现归母净利润41.2-47.2 亿元，同增60.7-84.1%，环增7.9-23.6%，业绩超预期。中国中免获净买入2.74亿元。消息面上，cdf海口国际免税城将于10月28日开业。目前，cdf海口国际免税城已吸引800多个国际国内知名品牌入驻，其中预计将有25个海南免税店首进品牌，以及78个海南离岛免税中免集团独家品牌与消费者见面。海口免税城开业有望助推海南离岛免税市场复苏，中免的市场份额也有望持续提升。北水关注的个股腾讯控股获净买入11.37亿港元。中金发表报告，预测腾讯控股今年第三季收入按年下降3%至1,379亿人民币，经调整净利润按年增长4%至331.3亿人民币，指虽然公司收入仍在探底中，但相信其利润长期改善趋势确定 。药明生物获净买入10.97亿港元。方正证券研报认为，当前生物医药估值性价比突出，短期建议关注第三季度业绩表现高增长或有望超预期的以下细分赛道及个股：1）器械板块建议关注医疗器械设备及IVD化学发光；2)建议关注连锁药店，预计业绩稳健增长；3）中药板块建议关注中药配方颗粒、品牌OTC；4）创新药关注重点产品商业化上量；5）原料药关注原材料成本端降低，毛利率回升；6）关注生物制品&疫苗估值底部，业绩表现较高个股。微创医疗获净买入5404万港元。消息面上，国家医保局明确创新医疗器械暂不纳入集采。国家医保局表示，当前集中带量采购重点将部分临床用量大、临床使用成熟、采购金额高、市场竞争较充分带医用耗材纳入采购范围，通过公开透明带竞争规则，促使价格回归合理水平。此外，13日晚间，由江西牵头的22省区肝功能生化试剂集采方案征求意见稿传出。生化集采相对此前高值耗材集采更加温和，预计后续IVD集采压力要好于市场预期。","news_type":1,"symbols_score_info":{"00700":1,"TCEHY":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7717922,"gmtCreate":1667100703105,"gmtModify":1667100707853,"authorId":3557463925109250,"author":{"id":3557463925109250,"idStr":"3557463925109250","authorId":3557463925109250,"name":"变盘时刻","avatar":"https://static.tigerbbs.com/2c826ba914279c42001048d7ddfa2372","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":666477707,"type":1,"supId":0,"prevId":0,"content":"<span 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