南北水 | 北向資金今日淨流出14.14億元，大幅淨買入陽光電源1.51億元；中海油(00883)獲北水超8億搶籌
今日，北向資金開盤迅速進場後緩慢流出，午後流出速度有所加快，全天淨賣出14.14億元；其中，滬股通淨賣出13.54億元，深股通淨賣出0.6億元，前十大成交中淨賣出個股居多。寧德時代淨賣出位居首位，招商銀行淨賣出位居次席，連續12日遭淨賣出。CRO概念股泰格醫藥和藥明康德均遭外資大幅淨賣出。
具體來看，前十大成交股中，淨買入額居前三的是陽光電源、比亞迪、萬華化學，分別淨買入1.51億元、1.38億元、1.24億元。淨賣出額居前三的是寧德時代、招商銀行、泰格醫藥，分別獲淨賣出5.4億元、4.28億元、2.93億元。
南向資金全天成交192.26億港元，單日淨買入49.63億港元，其中滬港股通淨賣出22.82億港元，深港股通淨買入26.81億港元。
港股通（滬）方面，中國海洋石油、藥明生物分別獲淨買入6.59億港元、3.44億港元；吉利汽車淨賣出額居首，金額為0.87億港元；港股通（深）方面，盈富基金、藥明生物分別獲淨買入12.74億港元、4.27億港元；快手-W淨賣出額居首，金額為1.02億港元。
南水關注的個股
陽光電源今日獲南水淨買入1.51億元，陽光電源最近一個月下跌4.70%，上榜深股通20次，外資累計淨賣出8.69億；近兩個月下跌6.68%，上榜深股通38次，外資累計淨賣出36.20億；今年以來下跌19.29%，上榜深股通125次，年內外資累計淨買入4.03億，截止今日收盤，陽光電源流通市值為1327.30億。
比亞迪今日獲南水淨買入1.38億元，獲滬股通連續淨買入期間，主力資金累計淨流入0.20億元。今日下跌1.76%，獲滬股通連續淨買入期間，股價累計下跌0.71%，期間上證指數上漲0.06%，該股所屬的基礎化工行業下跌1.77%。
北水關注的個股
中海油(00883)獲淨買入8.44億港元。消息面上，小摩發佈研報稱，中國海洋石油於9月13日斥逾1.49億港元於聯交所回購1493萬股，每股平均回購價約10港元。該行預計中海油在未來三個月將持續購回H股，主因預測現價僅反映油價65美元/桶水平。該行維持中國海洋石油“增持”評級，目標價15港元。
藥明生物(02269)再獲淨買入7.7億港元。消息面上，9月12日，美國拜登政府簽署一項鼓勵美國生物技術和生物製造的倡議，用以確保美國創新產品均由美國生產。海通國際認為，短中期該法案對藥明生物影響有限。該行表示，藥明生物2022-2023年收入和利潤保持高速增長。預計收入增長分別為47%和37%，利潤增長分別為47%和38%。公司在新興技術領域包括雙抗、ADC等佔據優勢，項目數量和佔比提升。公司無錫工廠已實質上不受到UVL影響。
中金公司(03908)配股消息重創股價，北水資金逢低吸籌，全天淨買入額約6542萬港元。消息面上，中金公司公吿稱，公司擬A、H同步供股，基準每10股供3股。集資總額270億元人民幣，，當中240億元人民幣用作於支持業務發展資本金需求，餘下則用作於日常營運。瑞銀認為，配股預計對EPS稀釋有限，有助打開資本業務中期發展空間。
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