南北水 | 南水扫货宁德时代超4亿元，北水加仓理想汽车、小鹏汽车

格隆汇2023-07-03

北向资金今日成交额为1247.17亿元，成交净买入26.85亿元。其中，沪股通净买入18.66亿元，深股通净买入8.19亿元。前十大成交股中，净买入额居前三的是宁德时代、比亚迪、中际旭创，分别获净买入4.49亿元、3.8亿元、3.63亿元。净卖出额居前三的是立讯精密、中国船舶、三花智控，分别遭净卖出5.04亿元、2.76亿元、2.43亿元。南向资金当日成交净卖额为20.27亿港元。其中，港股通(沪...

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if3524 fjd
2023-07-07
if3524 fjd
资本还是很青睐新能源板块的，充电服务商能链智电近期又从资管公司LMR融资了3000万美元

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Pro的产量削减到不超过40万台，此前苹果希望2024年的出货量达到100万部。对此，记者向MR产线设备生产商赛腾股份相关人士求证，其表示，没有接到苹果准备削减产量的相关信息。北水关注个股理想汽车-W(02015)、小鹏汽车-W(09868)分别获净买入1.7亿、7031万港元。消息面上，多家新势力车企公布了6月交付成绩单，理想汽车、哪咤汽车、蔚来汽车等车企排名居前。乘用车市场信息联席会数据显示，6月狭义乘用车零售销量预计为183万辆，环比增长5.2%。其中新能源零售67万辆左右，环比增长15.5%，同比增长26.0%，渗透率约36.6%。美团-W(03690)获净买入1.67亿港元。消息面上，交银国际发布研报称，美团收购光年之外，出资金额基本等于后者的账面净现金，对现金无实质影响。光年之外及一流科技团队技术能力领先，美团表示将继续支持光年之外的研发。该行认为，未来光年之外与美团平台结合，将更有利于其底层技术在上层应用层面的突破。工商银行(01398)获净买入4.32亿，中国银河证券认为，中特估行情明显，政策和经济环境总体利好银行。银行一季度业绩走弱，随着信贷投放节奏放缓及6月LPR下调，银行业绩预计于二季度见底，量价层面利空因素加速释放，拐点有望显现，存款成本优化及内需改善或成为主要驱动因素。机构偏好度提升，银行板块估值性价比突出。下半年银行板块投资以结构性机会为主。","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":195408076406920,"gmtCreate":1688744131638,"gmtModify":1688744133295,"author":{"id":"4124624486750802","authorId":"4124624486750802","name":"if3524 fjd","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"4124624486750802","idStr":"4124624486750802"},"htmlText":"资本还是很青睐新能源板块的，充电服务商能链智电近期又从资管公司LMR融资了3000万美元","listText":"资本还是很青睐新能源板块的，充电服务商能链智电近期又从资管公司LMR融资了3000万美元","text":"资本还是很青睐新能源板块的，充电服务商能链智电近期又从资管公司LMR融资了3000万美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195408076406920","repostId":2348590838,"repostType":2,"repost":{"id":"2348590838","kind":"highlight","pubTimestamp":1688382171,"share":"https://www.laohu8.com/m/news/2348590838?lang=zh_CN&edition=full","pubTime":"2023-07-03 19:02","market":"hk","language":"zh","title":"南北水 | 南水扫货宁德时代超4亿元，北水加仓理想汽车、小鹏汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2348590838","media":"格隆汇","summary":"跟踪南北向资金最新动态","content":"<html><body><p><span>北向资金今日成交额为1247.17亿元，成交净买入26.85亿元。其中，沪股通净买入18.66亿元，深股通净买入8.19亿元。</span></p><p><img src=\"https://img3.gelonghui.com/d273f-3d39914b-a942-416d-abd0-278e2ae3974e.png\"/></p><p>前十大成交股中，净买入额居前三的是<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/300308\">中际旭创</a>，分别获净买入4.49亿元、3.8亿元、3.63亿元。</p><p>净卖出额居前三的是<a href=\"https://laohu8.com/S/002475\">立讯精密</a>、<a href=\"https://laohu8.com/S/600150\">中国船舶</a>、三花智控，分别遭净卖出5.04亿元、2.76亿元、2.43亿元。</p><p><img src=\"https://img3.gelonghui.com/a66d5-0f1441c0-2f06-4bb1-94ff-6e2bb7092c3e.png\"/></p><p><img src=\"https://img3.gelonghui.com/b58b7-3a149112-62d6-4eb0-aea5-fc37bf76a648.png\"/></p><p>南向资金当日成交净卖额为20.27亿港元。其中，港股通(沪)当日成交净卖额为18.77亿港元；港股通(深)当日成交净卖额为1.5亿港元。</p><p><img src=\"https://img3.gelonghui.com/99031-cc6729e3-1726-4a5d-8358-1d51783dd588.png\"/></p><p>十大成交股显示，港股通(沪)方面，<a href=\"https://laohu8.com/S/02800\">盈富基金</a>、<a href=\"https://laohu8.com/S/601939\">建设银行</a>分别获净卖出15.51亿港元、2.08亿港元；<a href=\"https://laohu8.com/S/03690\">美团-W</a>净买入额居首，金额为2.39亿港元；港股通(深)方面，盈富基金、<a href=\"https://laohu8.com/S/02828\">恒生中国企业</a>分别获净卖出8.32亿港元、5.07亿港元；工商银行净买入额居首，金额为4.32亿港元。</p><p><img src=\"https://img3.gelonghui.com/74c04-f2388b2c-33cf-42e7-b795-3eb08ff5575f.png\"/></p><p><img src=\"https://img3.gelonghui.com/001a3-e42e7606-992c-45f9-8f28-7a33c22e755b.png\"/></p><h3><font color=\"#3daad6\">南水关注个股</font></h3><p><b>宁德时代</b>获净买入4.49亿元，据媒体透露，宁德时代M3P电池或将在今年三季度首发于上海工厂生产的改款Model 3，所配备的电池包电量将从此前磷酸铁锂电池包的60kWh升级为66kWh。</p><p><b>比亚迪</b>（002594）获净买入3.8亿元；消息面，瑞信发表报告指，比亚迪6月销售环比升5%，同比升89%至253,046辆，创下月均销量的历史新高，将此强劲的销售势头归因于“宋”SUV系列环比升12%；次季总体销量按季升27%至703,561辆，创下自成立以来的最高季度销量。该行指，比亚迪旗下腾势(Denza)品牌目标今年10月整体销量将达到2.5万。该行维持比亚迪目标价为430港元，以及其评级为“跑赢大市”。</p><p><b>立讯精密</b>遭净卖出5.04亿元，据媒体报道，两名接近<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和立讯精密的人士表示，苹果准备在2024年将今年6月6日发布的首款MR头显设备Vision Pro的产量削减到不超过40万台，此前苹果希望2024年的出货量达到100万部。对此，记者向MR产线设备生产商<a href=\"https://laohu8.com/S/603283\">赛腾股份</a>相关人士求证，其表示，没有接到苹果准备削减产量的相关信息。</p><h3><font color=\"#3daad6\">北水关注个股</font></h3><p><b><a href=\"https://laohu8.com/S/02015\">理想汽车-W</a></b>(02015)、<b><a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a></b>(09868)分别获净买入1.7亿、7031万港元。消息面上，多家新势力车企公布了6月交付成绩单，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、哪咤汽车、蔚来汽车等车企排名居前。乘用车市场信息联席会数据显示，6月狭义乘用车零售销量预计为183万辆，环比增长5.2%。其中新能源零售67万辆左右，环比增长15.5%，同比增长26.0%，渗透率约36.6%。</p><p><b>美团-W</b>(03690)获净买入1.67亿港元。消息面上，<a href=\"https://laohu8.com/S/03329\">交银国际</a>发布研报称，美团收购光年之外，出资金额基本等于后者的账面净现金，对现金无实质影响。光年之外及一流科技团队技术能力领先，美团表示将继续支持光年之外的研发。该行认为，未来光年之外与美团平台结合，将更有利于其底层技术在上层应用层面的突破。</p><p><b><a href=\"https://laohu8.com/S/601398\">工商银行</a></b>(01398)获净买入4.32亿，<a href=\"https://laohu8.com/S/601881\">中国银河</a>证券认为，中特估行情明显，政策和经济环境总体利好银行。银行一季度业绩走弱，随着信贷投放节奏放缓及6月LPR下调，银行业绩预计于二季度见底，量价层面利空因素加速释放，拐点有望显现，存款成本优化及内需改善或成为主要驱动因素。机构偏好度提升，银行板块估值性价比突出。下半年银行板块投资以结构性机会为主。</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 | 南水扫货宁德时代超4亿元，北水加仓理想汽车、小鹏汽车</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 | 南水扫货宁德时代超4亿元，北水加仓理想汽车、小鹏汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-03 19:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/619142><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北向资金今日成交额为1247.17亿元，成交净买入26.85亿元。其中，沪股通净买入18.66亿元，深股通净买入8.19亿元。前十大成交股中，净买入额居前三的是宁德时代、比亚迪、中际旭创，分别获净买入4.49亿元、3.8亿元、3.63亿元。净卖出额居前三的是立讯精密、中国船舶、三花智控，分别遭净卖出5.04亿元、2.76亿元、2.43亿元。南向资金当日成交净卖额为20.27亿港元。其中，港股通(沪...</p>\n\n<a href=\"https://www.gelonghui.com/p/619142\">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/197c0-ee487974-f4c4-4fae-a91e-bf3e7c3054f3.jpg","relate_stocks":{"300750":"宁德时代","BK4503":"景林资产持仓","BK4555":"新能源车","002594":"比亚迪","09868":"小鹏集团-W","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","002475":"立讯精密","BK0224":"电气机械","BK0214":"IT设备","BK1231":"综合性银行","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0264":"汽车制造","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK0012":"证金概念","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A 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USD","BK4526":"热门中概股","LI":"理想汽车","XPEV":"小鹏集团","01398":"工商银行"},"source_url":"https://www.gelonghui.com/p/619142","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2348590838","content_text":"北向资金今日成交额为1247.17亿元，成交净买入26.85亿元。其中，沪股通净买入18.66亿元，深股通净买入8.19亿元。前十大成交股中，净买入额居前三的是宁德时代、比亚迪、中际旭创，分别获净买入4.49亿元、3.8亿元、3.63亿元。净卖出额居前三的是立讯精密、中国船舶、三花智控，分别遭净卖出5.04亿元、2.76亿元、2.43亿元。南向资金当日成交净卖额为20.27亿港元。其中，港股通(沪)当日成交净卖额为18.77亿港元；港股通(深)当日成交净卖额为1.5亿港元。十大成交股显示，港股通(沪)方面，盈富基金、建设银行分别获净卖出15.51亿港元、2.08亿港元；美团-W净买入额居首，金额为2.39亿港元；港股通(深)方面，盈富基金、恒生中国企业分别获净卖出8.32亿港元、5.07亿港元；工商银行净买入额居首，金额为4.32亿港元。南水关注个股宁德时代获净买入4.49亿元，据媒体透露，宁德时代M3P电池或将在今年三季度首发于上海工厂生产的改款Model 3，所配备的电池包电量将从此前磷酸铁锂电池包的60kWh升级为66kWh。比亚迪（002594）获净买入3.8亿元；消息面，瑞信发表报告指，比亚迪6月销售环比升5%，同比升89%至253,046辆，创下月均销量的历史新高，将此强劲的销售势头归因于“宋”SUV系列环比升12%；次季总体销量按季升27%至703,561辆，创下自成立以来的最高季度销量。该行指，比亚迪旗下腾势(Denza)品牌目标今年10月整体销量将达到2.5万。该行维持比亚迪目标价为430港元，以及其评级为“跑赢大市”。立讯精密遭净卖出5.04亿元，据媒体报道，两名接近苹果和立讯精密的人士表示，苹果准备在2024年将今年6月6日发布的首款MR头显设备Vision Pro的产量削减到不超过40万台，此前苹果希望2024年的出货量达到100万部。对此，记者向MR产线设备生产商赛腾股份相关人士求证，其表示，没有接到苹果准备削减产量的相关信息。北水关注个股理想汽车-W(02015)、小鹏汽车-W(09868)分别获净买入1.7亿、7031万港元。消息面上，多家新势力车企公布了6月交付成绩单，理想汽车、哪咤汽车、蔚来汽车等车企排名居前。乘用车市场信息联席会数据显示，6月狭义乘用车零售销量预计为183万辆，环比增长5.2%。其中新能源零售67万辆左右，环比增长15.5%，同比增长26.0%，渗透率约36.6%。美团-W(03690)获净买入1.67亿港元。消息面上，交银国际发布研报称，美团收购光年之外，出资金额基本等于后者的账面净现金，对现金无实质影响。光年之外及一流科技团队技术能力领先，美团表示将继续支持光年之外的研发。该行认为，未来光年之外与美团平台结合，将更有利于其底层技术在上层应用层面的突破。工商银行(01398)获净买入4.32亿，中国银河证券认为，中特估行情明显，政策和经济环境总体利好银行。银行一季度业绩走弱，随着信贷投放节奏放缓及6月LPR下调，银行业绩预计于二季度见底，量价层面利空因素加速释放，拐点有望显现，存款成本优化及内需改善或成为主要驱动因素。机构偏好度提升，银行板块估值性价比突出。下半年银行板块投资以结构性机会为主。","news_type":1,"symbols_score_info":{"300750":0.9,"JKS":1,"01398":0.9,"LI":1,"XPEV":1,"09868":1,"002594":0.9,"002475":0.9,"EVS.SI":0.6,"03143":0.6,"02015":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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