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龍虎榜數據 | 國軒高科單日淨買入額最多,2機構買入1.79億元,酒鬼酒獲深股通淨買入1.28億元

市場風險偏好明顯回升,賺錢效應極好,兩市4448股上漲,489股下跌,成交額9770億,北上資金淨買入61.5億。

個股上,短線資金偏好權重,茅台大漲超8%,酒鬼酒漲停,旅遊、醫藥、食品飲料、汽車等消費股全面爆發,中國中免漲停,智飛生物漲10%

下面我們來看下今日龍虎榜情況:

今日龍虎榜淨買入額榜前三為國軒高科、酒鬼酒、東方雨虹,分別為2.52億元、2.1億元、1.37億元。

龍虎榜淨賣出額前三為深桑達A、南天信息、韻達股份,分別為2.08億元、2.04億元、1.62億元。

龍虎榜中涉及機構專用席位的個股中,當日淨買入額前三為國軒高科、平高電氣、東方雨虹,分別為1.79億元、1.01億元、8196.94萬元。

龍虎榜中涉及機構專用席位的個股中,當日淨賣出額前三為怡和嘉業、韻達股份、深桑達A,分別為1.88億元、1.78億元、1.68億元。

國軒高科關注點:

1、公司主營業務為動力鋰電池和輸配電設備兩大業務板塊。主要產品為動力鋰電池產品、輸配電產品等。

2、公司是國內規模較大的電力新能源裝備生產製造企業之一;配股募資年產21萬台新能源汽車充電設施及關鍵零部件項目,大功率充電樁是主力產品。

3、公司是鋰電龍頭企業之一;在儲能應用領域早有佈局,近年來持續開拓國內外儲能市場,參股(43%)上海電氣國軒新能源科技有限公司主要業務為基於鈦酸鋰材料為負極的儲能電池及其材料、電池管理系統、系統集成、電源綜合管理系。

大港股份關注點:

1、公司業務主要包括集成電路、園區服務、房地產。主要產品及服務為房地產、租賃、集成電路封裝、集成電路測試、商貿物流及服務業。

2、公司集成電路產業:包括蘇州科陽光電科技有限公司、江蘇艾科半導體有限公司、上海旻艾半導體有限公司,主要致力於整合和聚焦集成電路相關細分領域,橫向拓展先進封裝和高端測試業務。

3、公司表示已儲備TSV、micro-bumping(微凸點)和RDL等先進封裝核心技術。

4、力信能源主要從事鋰電池業務,公司參股比例為5%。

機構重點關注個股:

國軒高科:2機構買入1.79億元

酒鬼酒:3機構買入1.05億元,2機構賣出4418萬元

平高電氣:3機構買入1.01億元

東方雨虹:3機構買入1.8億元,3機構賣出9809.51萬元

紫燕食品:3機構買入6041.84萬元

在龍虎榜中,涉及滬股通專用席位的個股有3只,威派格的滬股通專用席位淨買入額最大,淨買入27.65萬元。

在龍虎榜中,涉及深股通專用席位的個股有11只,酒鬼酒的深股通專用席位淨買入額最大,淨買入1.28億元。

遊資操作動向:

孫哥:淨賣出南天信息3860.95萬元

炒股養家:淨買入深桑達A6759.37萬元

趙老哥:淨買入華東數控1382.01萬元、淨賣出華森製藥1253.43萬元

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