南北水 | 中國中車獲南水淨買入2.8億元，北水加倉建設銀行、中國移動
6月21日，北上資金淨買入400萬元，終結此前連續9日淨賣出態勢。
中國中車、海光信息、鹽湖股份分別獲淨買入2.8億元、2.69億元、2.56億元。貴州茅台、美的集團分別遭淨賣出8.76億元和4.5億元。據統計，北上資金已連續5日淨賣出貴州茅台，共計45.88億元。
南下資金淨買入港股45.78億港元。
建設銀行、中國移動、中國海洋石油分別獲淨買入6.75億港元、5.44億港元、3.98億港元；兗礦能源 、聯合能源集團分別遭淨賣出9478萬港元、292萬港元。
據統計，南下資金已連續11日淨買入中海油，共計41.1823億港元；連續5日淨買入建設銀行，共計16.8243億港元；連續4日淨買入工商銀行，共計10.5916億港元；連續4日淨買入中國移動，共計11.808億港元；連續3日淨買入騰訊，共計9.4679億港元。
南水關注個股
中國中車：6月19日，由中國中車自主研製的首批CR240EG型高原電傳動礦用自卸車在西藏拉薩正式交付。CR240EG高原型電傳動礦用自卸車是由中車大同電力機車有限公司為高原地區打造的一款礦用運輸產品，額定載重220噸，滿載總重400噸，實現了技術全面自主可控。
鹽湖股份：公司於2024年6月19日召開業績説明會，就“新增4萬噸鋰能按計劃在2024年底完工嗎？”，公司回覆稱，4萬噸鋰鹽一體化項目的建設正在加速推進，目前項目整體進度在公司計劃之內，預計2024年底建成。
貴州茅台：據酒價參考數據，茅台1935批發參考價今日跌破800元/瓶大關，報780元/瓶，已經出現價格“倒掛”的情況。茅台1935採用合同量計劃內外有別的進貨模式，其中計劃內價格為798元/瓶，計劃外價格為1088元/瓶，茅台1935是貴州茅台戰略性單品，去年銷售額超過100億元。
北水關注個股
中國移動：公司發佈2024年5月客户數據，移動業務方面，客户總數累計到達99,844.0萬户，本月淨增客户107.8萬户，5G網絡客户數達 50,255.8萬户。有線寬帶業務方面，客户總數累計到達30,752.1萬户，本月淨增數111.8萬户。
兗礦能源：廣發證券研報表示，供給延續低位+迎峯度夏來臨，供需面或趨於平衡略偏緊。板塊或受益於煤價逐步企穩回升。預計隨着季節性需求提升，宏觀預期向好，電力和非電需求均有提升空間。加之，產地安監維持常態化，煤價或延續穩中有升趨勢。二季度各公司產量預計平穩回升，尤其山西、河南等區域產量預計回升明顯，業績預計穩步向好。
商湯：公司獲20億港幣投資，多家戰略投資人及頭部基金入股，現有股東增持。另外，商湯將於7月5日世界人工智能大會發布日日新5.5。
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.
