南北水 | 南水拋售寧德時代近4億元,北水全天淨賣出58.15億港元,中國移動獲買入超5億港元
11月22日,北向資金全天淨賣出7.59億元。其中,滬股通淨買入9.37億元,深股通淨賣出16.96億元。

北向資金買賣前十成交榜中,貴州茅台、隆基綠能、招商銀行位居滬股通成交前三,寧德時代、邁瑞醫療、東方財富位居深股通成交前三。
其中,寧德時代、寧波銀行、恆瑞醫藥分別淨賣出3.92億元、3.39億元、2.79億元。平安銀行淨買入額居首,金額為3.59億元。


今日,南向資金合計淨賣出58.15億港元。其中,港股通(滬)淨賣出31.84億港元,港股通(深)淨賣出26.31億港元。

南向資金買賣前十成交榜中,騰訊控股、盈富基金、美團位居滬市港股通成交前三,美團、騰訊控股、盈富基金位居深市港股通成交前三。
其中,盈富基金、美團-W、恆生中國企業分別遭淨賣出35.1億港元、17.32億港元、8.01億港元;中國移動獲淨買入5.48億港元。


南水關注的個股
寧德時代遭淨賣出3.92億元。中信證券指出,鋰電材料環節,龍頭企業地位持續鞏固,產業格局初步形成,行業進入產能加速擴張階段。2023年是各家企業的關鍵之年,新增建設產能將於2023年起集中投放,行業2023年可能面臨競爭加劇。競爭加劇格局下,企業的產能利用率是關鍵,影響產品的毛利率水平,在競爭中能夠憑藉自身技術、成本優勢維持高產能利用率的企業將脱穎而出,建議關注能給公司帶來競爭優勢的新技術、低成本工藝。
恆瑞醫藥遭淨賣出2.79億元。恆瑞醫藥發佈公吿,近日,公司收到美國食品藥品監督管理局(“FDA”)通知,公司向美國FDA申報的釓布醇注射液簡略新藥申請(ANDA,即美國仿製藥申請,申請獲得美國FDA審評批准意味着申請者可以生產並在美國市場銷售該產品)已獲得批准。
以嶺藥業獲淨買入為896.8萬元。以嶺藥業今日發佈聲明稱,近期市場上出現諸多名稱為“連花清温茶”“鏈花清温茶”“蓮花清温膏“蓮花清温口服液”“蓮花清温植物飲料”及“蓮花清温丸”的商品,均與公司生產的“以嶺連花清瘟” (藥品)及下屬公司生產的連花品牌“連花清菲茶”(飲品)品牌名稱、外包裝等相近或相似,極易混淆,已經有消費者對此產生重大誤解。
北水關注的個股
中國移動獲淨買入5.48億港元。消息面上,中國證監會主席易會滿21日在2022金融街論壇年會發表講話,特別指出“探索建立具有中國特色的估值體系,促進市場資源配置功能更好發揮”。據中證報發文援引專家觀點表示,國企估值偏低,當前央企上市公司市盈率不足8倍,為近十年以來最低水平,亟需完善契合國企特點的估值方法。
中國聯通獲淨買入4.18億港元。招商證券指出,四季度佈局央企正當時。長期看,經歷了本輪全面深化國企改革,上市央企盈利能力明顯提升、槓桿率明顯下降、激勵機制更為健全、科技創新能力不斷增強,長期投資價值凸顯。短期看,在當前經濟下行背景下,央企逆週期屬性明顯、估值性價比高、高股息優勢顯著,在四季度風格切換場景概率提升背景下短期配置意義同樣較高。
藥明生物獲淨買入1.87億港元。消息面上,國金證券發佈研報稱,國內三季報來看CXO板塊(特別是龍頭企業)訂單和業績持續超預期,多數公司訂單高增長、排產飽滿,業績高增長、未來成長確定性強。目前板塊估值及市場情緒處於歷史底部,看好CXO板塊估值持續修復。繼續重點關注具備國際競爭力和國內市場優勢的綜合性龍頭企業和細分領域龍頭。
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