南北水 | 北向資金淨買入超7億元，加倉匯川技術、科大訊飛；藥明生物遭北水拋售超2億港元
3月2日，北向資金淨買入7.65億元。其中，滬股通淨買入18.6億元，深股通淨賣出10.95億元。
匯川技術、瀘州老窖、科大訊飛分別獲淨買入3.69億元、2.81億元、2.63億元。隆基綠能淨賣出額居首，金額為6.34億元。
南下資金今日淨買入73.11億港元。其中港股通（滬）淨買入33.79億港元，港股通（深）淨買入39.32億港元。
恒生中國企業、盈富基金、南方恒生科技、騰訊控股分別獲淨買入17.22億港元、12.07億港元、6.73億港元、5.67億港元；藥明生物淨賣出額居首，金額為2.04億港元。
南水關注的個股
匯川技術獲淨買入3.69億元。2022年度公司實現營業總收入228.63億元，比上年同期增長27.42%；實現利潤總額44.37億元，比上年同期增長16.17%；實現歸屬於上市公司股東的淨利潤42.79億元，比上年同期增長19.75%；扣除非經常性損益後的歸屬於上市公司股東的淨利潤34.14億元，同比增長16.98%。
科大訊飛獲淨買入2.63億元。公司日前發佈公吿，截至2023年2月28日，公司通過股份回購專用證券賬户以集中競價交易方式累計回購公司股份1855.6萬股，佔公司總股本的0.8%，最高成交價為44.6元/股，最低成交價為32.17元/股，已使用資金總額為7.59億元。
比亞迪獲淨買入1.38億元。2月份，比亞迪新能源汽車銷量193655輛，上年同期88283輛，同比增長119%；本年累計新能源汽車銷量344996輛，同比增長90.13%。
北水關注的個股
北水加倉港股ETF，恒生中國企業獲淨買入17.21億港元，盈富基金獲淨買入12.07億港元，南方恒生科技獲淨買入6.72億港元。光大證券表示，3月將成為港股的重要節點，仍認為基本面中長期復甦具備增長潛力，港股市場存在積極配置的佈局窗口，對未來由盈利和政策驅動的二次上升行情保持期待。
藥明生物遭淨賣出2.04億港元。招銀國際發佈報吿，維持“買入”評級，出於對融資市場的謹慎以及非新冠收入長期增速的信心，預計2023/24E收入增速為31.5%/29.3%，Non-IFRS淨利潤增速為30.2%/28.9%，目標價96.55港元。公司預計2022年收入同比增長48.4%，Non-IFRS淨利潤同比增長47%。剔除新冠收入，該行預計公司在2022年的非新冠收入同比增長約68.3%。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
