資金動向 | 北水買入港股超29億港元,加倉中國移動、華潤燃氣
3月31日,南下資金今日淨買入港股29.14億港元。
其中:淨買入中國移動8.12億、華潤燃氣7.85億、中國銀行7.8億、美團-W 5.08億、小米集團-W 3.41億;淨賣出盈富基金47.63億、恒生中國企業14.07億、比亞迪股份2.21億、快手-W 1.14億。

據統計,南下資金連續6日淨買入美團,共計28.4912億港元。
北水關注個股
中國移動:國盛證券研報指出,中國移動24年歸母淨利潤1384億元,同比增長5.0%,第四季度歸母淨利潤275億元,同比增長4.7%。C端業務穩定增長,政企業務持續突破。Capex總量下降,推理算力投資不設上限。公司先前指引,2024年起未來三年分紅比例逐步提升至75%以上,持續提升股東回報。公司資本開支穩健,股東回報持續提升,維持“買入”評級。
華潤燃氣:華潤燃氣今日大跌,盤中一度跌近18%。消息面上,華潤燃氣上週五收市後公佈,截止去年底止純利40.88億港元,同比跌21.7%;每股基本盈利1.8港元,派發末期息70仙,同比大減三成。期內收入1026.76億港元,升1.4%。
中國銀行:中國銀行3月30日公吿,擬向財政部定增募資不超過1650億元。業內人士指出,這意味着國有大型商業銀行資本補充迎來實質性進展。在資本基礎進一步夯實之後,國有大行服務實體經濟的能力將進一步增強。
比亞迪:針對王朝網部分車型非智駕版本推出限時一口價活動,秦L DM-i非智駕版起售價官降1萬元至8.98萬元,宋L DM-i非智駕版起售價官降1.6萬元至11.98萬元,活動截止日期為4月30日。
快手:高盛發表研究報吿指出,快手第四季業績基本上與預期一致。集團預料,視覺生成大模型可靈(Kling)今年收入達6000萬美元,其中50%以上收入來自海外市場。該行將其目標價由55港元上調至62港元,維持“買入”評級。
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