南北水 | 北向資金掃貨近70億，寧德時代連續3日獲主力加倉，美團遭北水拋售近11億港元
今日，北向資金全天淨買入68.72億元，滬股通淨買入37.84億億元，深股通淨買入30.88億億元。
前十大成交股中，寧德時代、隆基綠能、藥明康德淨買入額位列前三，分別獲淨買入8.57億元、2.69億元、2.46億元。淨賣出前三個股為億緯鋰能、TCL中環、通威股份，分別遭淨賣出3.29億元、1.93億元、1.7億元。
南向資金方面，全日合計淨賣出24.05億港元。其中，滬市港股通淨賣出14.88億港元，深市港股通淨賣出9.17億港元。
前十大成交股中，中國電力、旭輝控股集團、比亞迪股份淨買入額位列前三，分別獲淨買入3.13億港元、1.06億港元、5596.40萬港元。淨賣出前三個股為美團-W、恆生中國企業、快手-W，分別遭淨賣出10.68億港元、10.07億港元、5.43億港元。
南水關注個股
寧德時代獲淨買入8.57億元，為連續3日淨買入，合計淨買入25.67億元。據市場消息，小米汽車的核心零部件之一動力電池，已經敲定了兩家主力供應商，分別為寧德時代和比亞迪旗下的弗迪電池，這兩家電池公司常年霸榜國內動力電池裝機量前兩名。
億緯鋰能遭淨賣出3.29億元。消息面上，據知情人士稱，億緯鋰能將為寶馬在歐洲生產的電動汽車提供大型圓柱形電池，寶馬正效仿特斯拉公司採用這一新技術。一名直接瞭解該交易的人士表示，億緯鋰能已簽署合同，成為寶馬將於2025年在歐洲上市的新系列電動汽車的主要電池供應商。億緯鋰能方面稱，此前公司已取得寶馬定點，目前產線正在建產，建成之後與對方協商好就可以正常供貨。
通威股份遭淨賣出1.93億元，公司披露半年報顯示，2022年上半年實現歸母淨利潤122.24億元，同比增長312.17%；實現營收603.39億元，同比增長127.16%，通威股份表示，2022年上半年中國多晶硅產量不能滿足下游需求，價格同比繼續上漲。
北水關注個股
中國電力獲淨買入3.13億港元，摩根大通發表報吿指出，四川近期限電引發投資者對內地大規模限電的憂慮。該行認為，由於今次限電是因為天氣炎熱下居民用電激增所導致，預計今年限電的規模和持續時間會較温和。行業影響方面，對火力發電營運商有利，因電價持續上升，政府加大對火力發電的支持力度，亦利好智能電網營運商，因對數字電網投資需求加大。
旭輝控股集團獲淨買入1.06億港元，最近的財報數據顯示，該股實現營業收入1,318.92億港元，淨利潤93.11億港元，每股收益1.13港元，毛利254.37億港元，市盈率2.17倍。中信建投證券認為，7月統計局數據中銷售、到位資金、投資數據降幅擴大；社融數據顯示居民中長期貸款下降明顯。當前樓市低迷，將推動各地政策進一步放鬆。繼續看好地產銷售的復甦趨勢及地產板塊的後續表現，
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