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南北水 | 寧德時代遭南水拋售3.42億元,北水持續加倉中海油、中國移動

1月8日,北上資金淨賣出A股43.47億元。其中,滬股通淨賣出11.56億元,深股通淨賣出1.36億元。

其中,寧德時代、長安汽車、五糧液分別淨賣出3.42億元、2.33億元、2.22億元。賽力斯淨買入額居首,金額為2.31億元。

南向資金今日淨賣出14.29億港元。其中,港股通(滬)淨賣出2.94億港元,港股通(深)淨賣出11.36億港元。

個股方面,南下資金淨買入中海油5.22億港元,中國電信1.15億港元,中國移動1.09億港元;淨賣出騰訊6.38億港元,美團2.6億港元,中芯國際2.71億港元,小鵬汽車2.5億港元。

據統計,南下資金已連續9日加倉中海油,共計34.45億港元;連續10日加倉中國移動,共計30.52億港元;連續三日淨賣出騰訊,共計23.62億港元。

南水關注個股

 

寧德時代:當地時間1月5日,福特汽車的一位發言人表示,福特汽車公司在IRA和指南中沒有看到“任何將我們與中國電池生產商寧德時代的技術許可合作排除在(獲得補貼資格)外的內容”。這意味着寧德時代與福特汽車公司的技術合作未被排除在新細則已生效的《美國通貨膨脹削減法案》(IRA法案)補貼之外。對此,寧德時代有關人士1月6日晚證實,寧德時代和福特汽車的合作正在推進過程中。

美的集團:隨着現金分紅機制不斷完善,上市公司現金分紅的意願及能力也在不斷提升。Wind統計數據,2023年1782家深市上市公司實施現金分紅(含2022年年度分紅及2023年中期分紅),累計派現4183.46億元。其中,龍頭企業帶頭引領,45家大市值深市上市公司去年累計派現1519億元,分紅總額前三公司分別是美的集團(171.89億元)、五糧液(146.80億元)、格力電器(112.28億元)。

 

北水關注個股

 

騰訊控股:公司發佈公吿,於2024年1月8日回購174萬股,每股回購價格為285.6-294.4港元,共耗資約5億港元。

中芯國際:荷蘭政府部分撤銷了此前頒發的ASML相關DUV浸潤式光刻機的出口許可證。ASML表示,這將對公司在中國的個別客户產生影響。中信證券指出,此前ASML公吿稱許可證延期至2023年底,因此本次事件整體符合預期。

電信股(中國電信、中國移動):瑞銀髮表報吿指,中資電訊股是今年宏觀經濟不確定的避風港,估計今年中資電訊行業服務收入按年增長6.3%,增幅略低於去年的6.5%,主要受經濟前景影響,而傳統電訊業務增長保持在3%以上的穩定水平,工業互聯網業務增長20%,為整體服務收入貢獻超過一半增長,但相關業務前景仍受宏觀經濟影響。5G資本開支將會持續減少,5G基站數目已超出政府計劃,營運商能夠在增長及盈利能力方面取得平衡。派息方面,估計中電信及聯通今年及以後的派息比率,分別維持於70%及54%。中移動今年派息比率估計為72%,由於公司持有大量現金儲備,相信2025年會提升派息比率,繼續改善股東回報。

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