南北水 | 北向資金全天淨買入10.87億元，加倉寧德時代逾7億，美團、中芯國際遭北水拋售
今日，北向資金全天淨買入10.87億億元，滬股通淨賣出5.84億億元，深股通淨買入16.71億億元。
前十大成交股中，寧德時代、天齊鋰業、億緯鋰能淨買入額位列前三，分別獲淨買入7.25億元、5.28億元、4.46億元。淨賣出前三個股為通威股份、立訊精密、中國中免，分別遭淨賣出2.84億元、2.64億元、2.30億元。
南向資金方面，全日合計淨買入2億港元。其中，滬市港股通淨買入1.64億港元，深市港股通淨買入3626.42萬港元。
前十大成交股中，恆生中國企業、中國電信、協鑫科技淨買入額位列前三，分別獲淨買入9.52億港元、1.79億港元、1.71億港元。淨賣出前三個股為美團-W、中芯國際、騰訊控股，分別遭淨賣出2.95億港元、2.54億港元、1.2億港元。
南水關注個股
寧德時代獲淨買入7.25億元，8月13日，寧德時代發佈公吿稱，擬在匈牙利建設匈牙利時代新能源電池產業基地，規劃產能100GWh，項目投資金額73.4億歐元，首棟廠房在獲得相關審批後將於2022年內開工。這是繼德國工廠之後，寧德時代在歐洲建設的第二座工廠。按最新匯率計算，該筆投資約合人民幣509億元！
天齊鋰業獲淨買入5.28億元，為連續4日淨買入。天齊鋰業最新收盤價為120.09元，今日上漲4.33%。天齊鋰業公佈，擬使用最多1.5億元的自有資金，在香港H股二級市場購買四川能投約7750萬股股份。
億緯鋰能獲淨買入4.46億元，根據2022半年報公募基金重倉股數據，重倉該股的公募基金共424家，其中持有數量最多的公募基金為前海開源公用事業股票。前海開源公用事業股票目前規模為224.66億元。
北水關注個股
中國電信獲淨買入1.79億港元。消息面上，中國電信披露移動業務客户總數達38422 萬户，本月淨增客户數為307 萬户，本年累計淨增客户數為1179 萬户，其中5G 套餐客户數為23165 萬户。截至2022 年6 月，有線寬帶業務客户總數達17544 萬户，本月淨增客户數72 萬户，本年累計淨增客户數573 萬户。
協鑫科技獲淨買入1.71億港元，消息面上，據上海有色網報道，8月14日，四川省發佈新一輪限電通知，受此影響，四川地區硅料、硅片及電池片企業全部停產停工。協鑫科技相關負責人表示，受四川限電影響，如果當地硅料產能全部停產，單月將預計影響9000噸產量。
中芯國際遭淨賣出2.54億港元，今日收跌6.09%。摩根大通發表報吿指出，中芯今年第二季業績略優於預期，並指引第三季收入持平，主要由於智能手機庫存調整及消費者應用開始。另外，由於美國出口控制及下行週期的憂慮，摩通預期集團股份可能受壓超過一年，直至晶圓定價情況更為清晰。 摩通對中芯看法保持審慎。
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