南北水 | 南水淨賣出A股4.03億元，北水連續6日加倉建設銀行
6月24日，北上資金淨賣出A股4.03億元。
其中，立訊精密、美的集團、新易盛分別遭淨賣出3.26億元、2.94億元、2.48億元。寧德時代、賽力斯、邁瑞醫療分別獲淨買入3.04億元、2.14億元、1.91億元。
南下資金今日淨賣出港股21.19億港元，終結此前持續26日淨買入態勢。其中：
淨買入建設銀行5.15億、工商銀行4.24億、中石化1.86億、小米1.51億；淨賣出盈富基金15.9億、美團3.92億、快手2.39億、中海油1.98億、騰訊1.95億、中國移動1.08億。
據統計，南下資金已連續6日淨買入建設銀行，共計21.9779億港元；連續5日淨買入工商銀行，共計14.8391億港元。
南水關注個股
寧德時代今日升0.98%。寧德時代在調研紀要中透露了全固態電池的進展情況。寧德時代表示，如果用技術和製造成熟度作為評價體系（1-9打分），公司的全固態電池研發項目目前處於4分的水平，目標是到2027年達到7-8分的水平，有望實現小批量生產全固態電池。
賽力斯今日跌4.44%。2024世界智能產業博覽會在天津舉行。賽力斯集團董事長張興海表示，賽力斯為用户累計推送並完成140萬次OTA升級，更新5天迭代一次。截至目前，總智駕里程累計2.65億公里，近期每天新增約235萬公里。
北水關注個股
建設銀行今日升1.23%。建設銀行6月24日在互動平台表示，近期，惠譽評級公司宣佈將中國主權信用評級A+的展望由穩定調整為負面；隨後將包括我行在內的多家銀行的長期評級展望由穩定調整為負面，並維持銀行目前評級。從實際情況來看，此次調整對我行總體影響極其有限。
中石化今日升1.44%。海通國際發佈研報稱，2024年二季度，布倫特原油均價上升，預計上游原油勘探開發企業有望受益。4-5月原油高位回落，預計煉化企業或面臨一定庫存損失壓力。
中國移動今日跌0.47%。近期，中國電信、中國移動、中國聯通相繼公佈2024年5月主要運營數據。數據顯示，中國電信、中國聯通5G套餐用户數與中國移動5G網絡客户數總和已經突破11億，5G價值持續凸顯。
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