南北水 | 北向資金連續兩日出逃，今日淨賣出13.82億元；先導智能獲淨賣出超15億元
7月6日，北向資金全天單邊淨賣出13.83億元，其中，滬股通今日淨賣出22.81億元，深股通淨買入8.98億元。
個股方面，前十大成交股中，北向資金淨買入較多的有五糧液、中國中免、寧德時代、貴州茅台、華友鈷業，淨買入金額分別為6.64億元、5.99億元、5.65億元、4.34億元、3.73億元。北向資金淨賣出較多的有先導智能、藥明康德、隆基綠能，淨賣出金額分別為15.13億元、2.03億元、1.76億元。
南向資金方面，全日合計淨賣出35.65億港元。其中，滬市港股通淨賣出22.56億港元，深市港股通淨賣出13.09億港元。
個股方面，前十大成交股中，南向資金淨買入較多的有華能國際電力股份、信達生物、協鑫科技，淨買入金額分別為1.93億港元、1.50億港元、1.42億港元。北向資金淨賣出較多的有美團、吉利汽車、長城汽車、中國海洋石油，淨賣出金額分別為5.41億港元、3.1億港元、2.87億港元、2.92億港元。
南水關注的個股
五糧液獲淨買入6.64億元，山西證券發佈研究報吿稱，短期看，白酒企業整體回款進度過半，中報業績韌性較強，但仍需觀察去庫存情況以及未來中秋國慶的真實動銷。中長期看，在存量競爭的階段，白酒企業的產品結構仍將繼續升級，以高檔酒為主導的產品結構盈利能力更強，有望在新一輪增長週期內擁有更多進位可能
中國中免獲淨買入5.99億元，消息面上，近日，中國旅遊集團中免股份有限公司（下稱“中國中免”）發佈公吿，公司正在進行申請發行境外上市外資股並在港交所主板掛牌上市的相關工作，並已向港交所重新遞交了發行上市的申請。業內人士認為，“A+H”的兩地上市，一方面能盡享兩地融資便利，另外還可提升公司股票流動性和公司的品牌與市場影響力。
北水關注的個股
華能國際電力股份獲淨買入1.93億港元。消息面上，中電聯預計，迎峯度夏、迎峯度冬期間部分區域電力供應偏緊，預計2022年全社會用電量增速在5%-6%之間。此外，今年前5個月，全國煤炭產量完成18.1億噸，同比增長10.4%，全國原煤日均產量超過了1200萬噸，創歷史高位，夏季全國煤炭市場將繼續保持基本平衡略顯寬鬆態勢。
協鑫科技再獲淨買入1.41億港元。消息面上，光伏產業鏈產業鏈疫後修復較快、再加之海外需求激增，行業整體保持高增長；硅料作為剛性瓶頸環節，分走了終端需求強度超預期及短期供給擾動下的大部分超額利潤。展望後市，在硅料供需出現顯著逆轉之前，短期內硅料價格存在繼續小幅提升的可能，因此對於硅料以及其上游產業鏈仍具有進一步上行的可能。
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