南北水 | 北向資金搶籌中國中免、寧德時代；北水連續3日加倉中國移動超20億港元
北上資金今日淨買入A股19.18億元，為連續第2日淨買入。
北向資金買賣前十成交榜出爐，貴州茅台、招商銀行、中國平安位居滬股通成交前三，寧德時代、北方華創、東方財富位居深股通成交前三。
具體來看，寧德時代、中國中免、貴州茅台分別獲淨買入4.69億元、4.4億元、2.71億元；東方財富淨賣出額居首，金額為7.17億元。
南下資金淨買入港股74.27億港元。其中，港股通(滬)成交淨買額為41.15億港元；港股通(深)成交淨買額為33.12億港元。
南向資金買賣前十成交榜出爐，盈富基金、中芯國際、中國海洋石油位居港股通（滬）成交前三，盈富基金、騰訊控股、中國移動位居港股通（深）成交前三。
具體來看，盈富基金、恒生中國企業、中國移動分別獲淨買入31.2億港元、13.73億港元、10.2億港元；騰訊控股淨賣出額居首，金額為7.2億港元。南下資金已連續3日淨買入中國移動，累計約20.4952億港元。
南水關注的個股
北上資金淨買入貴州茅台2.71億元。消息面上，貴州茅台第一季度實現營業總收入391.6億元左右，同比增長18%左右；歸母淨利潤205.2億元左右，同比增長19%左右。
北向資金淨買入寧德時代4.69億元。昨日，奇瑞汽車宣佈，寧德時代鈉離子電池將首發落地奇瑞車型。同時，奇端將聯合寧德時代推出電池品牌“ENER-Q”。根據相關材料，ENER-Q主打“高性價比”概念，還具備“-30℃應用”、“8年80萬公里超長壽命”、“24小時全工況主動監測”等屬性。寧德時代方面評價鈉離子電池，是“突破資源瓶頸的高性價比之選”。
北上資金淨賣出東方財富7.17億元。東方財富年報顯示，2022年公司主營收入124.86億元，同比下降4.65%；歸母淨利潤85.09億元，同比下降0.51%；扣非淨利潤82.04億元，同比下降2.79。
北水關注的個股
南下資金已連續3日淨買入中國移動，累計約20.4952億港元。4月17日，中國移動A股一度升近5%自今年年初至今累升超50%，股價創上市以來新高，且盤中市值首度超越茅台；港股一度升超2%報68.45港元，創2015年以來新高。
南下資金淨買入中芯國際1.86億港元。三星電子近日通知分銷商，將不再以低於當前價格出售DRAM芯片。招商證券認為，在三星電子近期減產後，內存芯片價格出現一年多以來的首次反彈，市場價格復甦有望快於預期，2023全年預計呈現先抑後揚態勢。
中國海洋石油、中國石油股份分別獲南下資金淨買入3.92億港元、2.7億港元中信建投發研報表示，OPEC+宣佈超預期減產計劃，23年5月起產量配額下調164.9萬桶/日，使得油價維持高位的韌性再度增強。看好上游油氣標的表現，重點推薦能源央企中國海油和中國石油，石油央企估值低位並具高分紅屬性，23年有望受到中國特色估值體系建設的顯著帶動。
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