南北水 | 北向資金搶籌恩捷股份、三一重工，北水淨賣出美團2.21億港元，
北上資金今日淨買入35.52億元，終結連續5日淨賣出態勢。
其中貴州茅台、通威股份、隆基綠能位居滬股通成交前三，寧德時代、比亞迪、東方財富位居深股通成交前三。
恩捷股份、三一重工、天齊鋰業分別獲淨買入5.12億元、4.21億元、3.22億元。北向資金淨賣出較多的有比亞迪、明陽智能、長安汽車、正泰電器、陽光電源，淨賣出金額分別為4.64億元、3.79億元、3.3億元、2.77億元、2.17億元。
南下資金尾盤加速離場，全天淨賣出港股7.4億港元。
恆生中國企業、美團-W、吉利汽車分別遭淨賣出10.36億港元、2.21億港元、2.01億港元；騰訊控股、比亞迪股份、小鵬汽車-W分別獲淨買入4.32億港元、2.21億港元、1.09億港元。
南水關注的個股
恩捷股份獲南水淨買入5.12億元。恩捷股份7月13日公吿，預計2022年上半年盈利19.96億元-20.76億元，同比增長增長90.06%—97.68%。天齊鋰業獲淨買入3.22億元。
中信證券研報指出，智能汽車的域控化已成趨勢，重點推薦域控制器相關公司。主流車企的車型平台不斷升級出新，新能源車的三電和熱管理環節處於高速成長期，當前時點建議關注特斯拉、寧德時代、LG化學等優質整車、電池企業供應鏈。
三一重工淨買入位居次席，該股連續兩日獲外資大幅淨買入。三一重工7月14日公吿，預計2022年半年度實現歸母淨利潤為22億元-30億元，同比下降70.22%-78.16%。上半年工程機械市場需求減少，營業收入下降幅度較大。另外，三一重工連續兩日獲外資青睞，或許外資是看中下半年基建將會進一步發力託底中國經濟。
北水關注的個股
比亞迪股份上一個交易日還獲北水淨買入6.7億港元，今日繼續買入2.21億港元，摩通預計，比亞迪下半年銷量將較上半年增長58%至100萬，相信比亞迪將在第四季達到另一個里程碑，即月度新能源車銷量約20萬輛，將跑贏所有內地車企。H股目標價為410港元，評級“增持”；A股目標價為353元人民幣，評級“中性”。
南下資金淨賣出美團2.21億港元。花旗、瑞信。富瑞最新研報皆看好美團。花旗發表研報指，美團(3690.HK)受惠於餐廳的逐步重新開放、父親節期間的強勁需求，及端午節期間的旅遊需求。該行維持其“買入”評級，將其目標價由222港元上調1.4%至225港元
富瑞上調美團股份目標價，由323港元升至326港元，評級維持“買入”，預計集團的新舉措可使基本面有改善。瑞信繼續看好美團，並維持其目標價245元及評級為“跑贏大市”。
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