南北水 | 北向資金重新迴流，加倉隆基綠能、寧德時代，北水連續兩日淨賣出小鵬汽車
進入7月後，北向資金流入速度明顯放緩，昨天淨流出了98億，創下6月13日以來的最大單日淨流出，今日重新迴流，淨買入36.78億元。其中滬股通淨買入19.33億元，深股通淨買入17.44億元。
隆基綠能、寧德時代、萬華化學分別獲淨買入2.24億元、2.21億元、1.55億元。三花智控淨賣出額居首，金額爲3.13億元。
南下資金淨買入港股10.12億港元，中國海洋石油、中國移動、香港交易所、美團-W分別獲淨買入2.58億港元、1.99億港元、1.69億港元、1.68億港元；小鵬汽車-W、信達生物、比亞迪股份分別遭淨賣出2.98億港元、1.34億港元、1.21億港元。
港股通（滬）方面，美團-W、香港交易所分別獲淨買入2.89億港元、1.69億港元；小鵬汽車-W淨賣出額居首，金額爲1.93億港元；
港股通（深）方面，中國海洋石油、中國移動分別獲淨買入3.17億港元、1.99億港元；信達生物淨賣出額居首，金額爲1.34億港元。
南水關注的個股
隆基綠能今日獲北向資金淨買入2.24億元。“頂流”基金經理劉格菘管理的廣發小盤成長（LOF)披露的二季報顯示，二季度增持了晶澳科技、隆基綠能、錦浪科技、聖邦股份、泰康生物。此外，近日，隆基硅異質結光伏電池(HJT)研發再次取得重大突破，經德國哈梅林太陽能研究所(ISFH)測試M6全尺寸電池(274.4c㎡)光電轉換效率達26.50%，創造了大尺寸單結晶硅光伏電池效率新的世界紀錄。
7月20日，三花智控現身深股通十大成交活躍股，位居深股通港資成交額第4位，港資總計成交6.39億。其中，買入1.63億，賣出4.76億，淨賣出3.13億，淨賣出額佔該股當日總成交量的17.85%。
三花智控最近一個月上漲13.32%，上榜深股通2次，外資累計淨賣出8.12億；近兩個月上漲61.24%，上榜深股通2次，外資累計淨賣出8.12億；今年以來上漲12.64%，上榜深股通2次，年內外資累計淨賣出8.12億。
三花智控7月20日公告，自6月28日至7月20日，公司股票已有10個交易日收盤價格不低於當期轉股價格的130%(即27.82元/股)。後續可能會觸發“三花轉債”的有條件贖回條款。
北水關注的個股
南下資金今日淨買入中海油2.58億港元，得益於油價上漲，多家油企公佈亮眼的上半年業績預告。期中，中國海油預計上半年淨利705億元-725億元，同比增112%-118%；中國石油預計上半年淨利795.36億元-850.36億元，同比增長50%-60%。
此外，中國海洋石油集團有限公司17日宣佈，我國首套自主研發的淺水水下採油樹系統在渤海海域錦州31-1氣田成功投用，單井試採氣量達31萬方/天，可供1500個家庭使用1年。
南下資金今日淨賣出小鵬汽車2.98億港元，昨日淨賣出2.04億港元。消息面上，有消息流傳由於7月15日前銷量低於預期，小鵬汽車本月15號到月底進行降價促銷活動。
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