透視港股通丨內資本週累計買入理想汽車近27億
6月24日港股市場，北水成交淨買入30億，其中港股通(滬)成交淨買入10.61億港元，港股通(深)成交淨買入19.39億港元。
北水淨買入最多的個股是理想汽車-W(02015)、吉利汽車(00175)、協鑫科技(03800)。北水淨賣出最多的個股是中國移動(00941)、中海油(00883)。
港股通(滬)十大活躍成交股
港股通(深)十大活躍成交股
北水繼續加倉汽車股，理想汽車-W(02015)、吉利汽車(00175)、小鵬汽車-W(09868)分別獲淨買入9.14億、5.24億、3.38億港元。值得一提的是，內資本週累計淨買入理想汽車約26.92億港元。消息面上，中信建投證券認爲，本週國常會再度加碼汽車以提振消費，其中較重磅消息系“研究免徵新，能源汽車購置稅政策延期問題”，預計在新能源車免稅延期政策下新能源車銷量繼續增長，利好新能源汽車整個產業鏈。活躍二手車市場相關政策直接提振二手車市場，或間接刺激網約車等二手車主要應用場景，此外本次國常會強調要“支持停車場建設”，關注相關投資主體如城投平臺和民間資本的參與情況。
協鑫科技(03800)獲淨買入4.8億港元。消息面上，6月21日，協鑫科技發佈公告稱，協鑫科技樂山顆粒硅項目投產進入倒計時。截至當日，樂山協鑫10萬噸顆粒硅項目各生產模塊已經完成或正在進入工程建築安裝節點，開啓單機調試待產狀態，近日將陸續投產，計劃於年底前滿負荷投運。此外，中國有色金屬工業協會硅業分會公佈的最新多晶硅報價顯示，本週國內單晶復投料價格區間在26.8萬元~28萬元/噸，最高成交價打破了去年11月創下的27.5萬元/噸歷史紀錄。
藥明生物(02269)獲淨買入1億港元。消息面上，西南證券表示，成本優勢推動下，海外CXO產能持續向我國轉移，同時國內創新藥崛起進一步爲CXO行業帶來增量空間，預計CXO板塊業績有望保持高速增長，且確定性較高。還有機構表示，參考海外CXO龍頭估值水平，目前國內CXO行業估值已經見底，投資性價比較高。其中，國內中低增速CXO具備投資性價比，高增速CXO超預期空間大。
快手-W(01024)獲淨買入9271萬港元。消息面上，開源證券發佈研究報告稱，根據2022年“618”電商大促情況，該行認爲直播電商仍處於發展快車道。基於直播電商縮短信息流、決策流，在“人、貨、場”方面更高效的優勢，該行判斷其對電商大盤的滲透率將持續提升，市場規模或延續高增長，而其產業鏈分配格局變遷的過程中，平臺、頭部MCN機構和代運營公司或更受益。
中海油(00883)遭淨賣出3.01億港元。消息面上，方正中期期貨表示，宏觀衰退風險持續上升，同時美國施壓沙特帶領OPEC增產，但歐美對俄製裁仍在加碼或令原油供需結構維持偏緊，宏觀面與原油供需面持續博弈加大了油市波動性。
此外，騰訊(00700)、寶新金融(01282)分別獲淨買入3.86億、5430萬港元。而中國移動(00941)遭淨賣出4.41億港元。
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