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南北水 | 北向資金搶籌TCL中環、中國中免, 北水連續8日加倉中移動

北上資金今日淨買入A股0.76億元。其中,滬股通當日成交淨買額5.30億元;深股通當日成交淨賣出4.54億元。

北向資金買賣前十成交榜出爐,貴州茅台、招商銀行、隆基綠能位居滬股通成交前三,寧德時代、五糧液、陽光電源位居深股通成交前三。

具體來看,TCL中環、寧德時代、中國中免分別獲北上資金淨買入5.14億元、5.06億元、4.08億元;招商銀行淨賣出額居首,金額為5.84億元。

南下資金今日淨買入港股22.73億港元。

南向資金買賣前十成交榜出爐,騰訊控股、中國移動、中國海洋石油位居港股通(滬)成交前三,中國移動、新東方在線、香港航天科技位居港股通(深)成交前三。

具體來看,中國移動、香港交易所、中國電信分別獲淨買入5.05億港元、4.1億港元、1.38億港元;建設銀行淨賣出額居首,金額為3.4億港元。

 

南水關注的個股

 

TCL中環獲北上資金淨買入5.14億元。消息面上,在硅料、電池片、組件等光伏產品價格小幅走跌的背景下,硅片價格卻逆勢走強。 3月3日晚間,隆基綠能官網公示硅片最新價格環比上升4%左右。 TCL中環今日公示單晶硅片價格,150μm厚度P型210、182硅片報價分別為8.2元/片、6.22元/片。130μm厚度N型210、182硅片報價分別為8.35元/片、6.39元/片。均較2月4日報價持平。

中國中免獲北上資金淨買入4.08億元。消息面上,今日,發改委表示將制定出台關於恢復和擴大消費的政策文件。國家發改委表示,當前一些制約消費釋放的不確定因素正在逐步消除,隨着消費潛力的快速釋放,上半年消費領域主要指標增速有望逐步回升。展望全年,消費能夠成為經濟增長的主拉動力,更好發揮對經濟增長的基礎性作用。這是對今年消費形勢的預判。

今日A股的保險、銀行的等金融股走弱,其中招商銀行跌逾3%,遭北上資金淨賣出額居首,金額為5.84億元。高盛研報指,考慮到房貸增長與銀行的消費金融業務之間存在很強的相關性,預期零售銀行的收入復甦步伐將受到房貸提前償還風險的影響,料將拖累淨利息收入及手續費增長。將招行評級從買入下調至中性,目標價降至43.15港元。

 

北水關注的個股

 

南下資金今日淨買入中國移動、中國電信分別是5.05億港元、1.38億港元。南下資金已連續8日淨買入中國移動,累計約25.1663億港元。消息面上,中國工業和信息化部部長金壯龍5日透露,今年將新建開通5G基站60萬個,總數將突破290萬個。金壯龍表示,要擴大5G應用,實施“5G+”行動計劃。“5G+工業互聯網”的賦能對製造業跨越式發展非常重要,計劃“十四五”期間建1萬個以上的5G工廠。

建設銀行遭南下資金淨賣出額居首,金額為3.4億港元。高盛表示,目前更看好專注於企業服務的銀行,包括工行(1398.HK)及建行(0939.HK),認為基礎建設項目的企業貸款需求較高,重申對工行及建行 的“買入”評級,目標價分別上調至4.98港元及6.07港元。

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