南北水 | 美的集团获南水抢筹超3亿元，北水大举加仓中海油近10亿港元

格隆汇02-26

2月26日，北上资金今日净卖出A股13.13亿元，为连续第二日净卖出。其中，沪股通净买入8.29亿元，深股通净卖出21.42亿元。前十大成交股中，净卖出额居前三的是长安汽车、海尔智家、宁德时代，分别遭净卖出2.59亿元、1.6亿元、1.46亿元。净买入额居前三的是美的集团、工业富联、招商银行，分别获净买入3.29亿元、2.69亿元、2.14亿元。南下资金今日净买入港股17.58亿港元。其中，港股通...

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发生工商变更，注册资本由约76.3亿人民币增至约99.2亿人民币，增幅30%，同时多名主要人员也发生变更。美的集团：国泰君安发布研究报告称，据央视新闻，中央财经委员会第四次会议研究大规模设备更新和消费品以旧换新问题。该行认为以旧换新政策有望在全国范围内推行，距离上一轮家电补贴政策已超过10年，有望推动家电更新需求，刺激家电内需。该行预计本次以旧换新政策将有望推动家电估值提升工业富联：信达证券表示，展望2024年，不管是硬件端的GPU、交换机，还是基础模型端，或者各类软件和终端都有望持续迭代更新，AI的催化有望贯穿2024年，显然AI是电子行业2024年最重要的投资主线之一，建议持续关注。北水关注个股中海油：消息面上，中海油表示，亿吨级油田渤中26-6油田新钻探井测试产能创新高，新增油气探明储量超过4,000万立方米，意味着油田累计探明储量突破2亿立方米，成为全球最大的变质岩油田。光大证券指出，对标其他行业高股息资产，“三桶油”低估值+高股息价值凸显。理想汽车：今日盘后发布财报显示，2023年Q4营收417.3亿元，同比增长136.4%；2023年全年实现营收1238.5亿元，同比增长173.5%。理想汽车Q4净利润57.5亿元，2023年全年净利润118.1亿元，实现了自交付以来的健康盈利；Q4毛利率为23.5%，自由现金流达到146.4亿元。理想汽车预计2024年第一季度交付量100000至103000辆，较2023年第一季度增长90.2%至95.9%，市场预估116604辆；预计2024年第一季度营收312.5亿元人民币至321.9亿元人民币，较2023年第一季度增长66.3%至71.3%。美团：东吴证券预计Q4 公司本地核心商业实现收入544 亿元（yoy+25%），贡献运营利润76亿元（yoy+6%），新业务实现收入181 亿元（yoy+9%），运营亏损52 亿元（同比收窄19%）。我们预计 Q4 总收入实现724 亿元（yoy+20%），核心本地商业和新业务合计运营利润实现25 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