3月21日，北向资金全天净买入42.95亿元，为连续7日净买入；其中沪股通净买入24.8亿元，深股通净买入18.15亿元。
前十大成交股中，净买入额居前三的是贵州茅台、工业富联、长春高新，分别获净买入5.84亿元、3.06亿元、2.28亿元。
净卖出额居前三的是山西汾酒、伊利股份、隆基绿能、业，分别遭净卖出2.63亿元、2.53亿元、2.47亿元。
南向资金全日合计净买入超10.13亿港元。其中，沪市港股通净买入7.58亿港元，深市港股通净买入2.55亿港元。
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腾讯控股、药明生物、美团分别获净买入12.46亿港元、4.15亿港元、2.04亿港元；恒生中国企业净卖出额居首，金额为10.24亿港元。
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南水关注个股
工业富联今日跌1.88%。3月14日晚间，工业富联披露2022年年报，业绩及分红比例皆创新高。3月16日，公司举办线上业绩说明会，易方达基金、中金公司、高盛亚洲等在内的196家机构参与。3月17日下午，工业富联对外表示，工业富联向客户供应的高效运算（HPC）系统，已经应用于ChatGPT，以及接下来ChatGPT Plus和其他AI相关的应用中。
贵州茅台今日长2%。国海证券亦表示，白酒板块将步入年报和一季报业绩公告期，预计短期业绩也将形成催化。整体来看，板块调整过后行业将走出齐涨共跌，继续看好板块全年表现，未来走势将呈现分化趋势下的复苏，有真实动销的名优酒企将跟随经济复苏而恢复，部分公司的经营压力和库存风险可能在未来释放。从中长期看，白酒仍将延续向上+分化的趋势，继续看好茅台+区域次高端龙头。
北水关注个股
药明生物今日涨8.86%。公司2022年公司实现营业收入393.55亿元，创纪录的业绩增长71.84%，并预计2023年收入将继续增长5-7%。中信建投证券研报称，淡化短期投融资波动，看好CRO长期发展。建议把握布局时机，看好CRO各个方向头部企业的发展。
On March 21, Northbound Capital made net purchases of 4.295 billion yuan throughout the day, for 7 consecutive days; of these, Shanghai Stock Connect had net purchases of 2.48 billion yuan and Shenzhen Stock Connect had net purchases of 1,815 billion yuan.
Among the top ten traded stocks, the top three in net purchases were Kweichow Moutai, IFF, and Changchun Hi-Tech, which received net purchases of 584 million yuan, 306 million yuan, and 228 million yuan respectively.
The top three net sales were Shanxi Fenjiu, Yili Co., Ltd., Longji Green Energy, and Industry, which received net sales of 263 million yuan, 253 million yuan, and 247 million yuan respectively.
The total net purchases of Southbound Capital exceeded HK$1,013 million throughout the day. Among them, the Shanghai-Hong Kong Stock Connect made a net purchase of HK$758 million and the Shenzhen-Hong Kong Stock Connect made a net purchase of HK$255 million.
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Tencent Holdings, Pharmaceutical Biotech, and Meituan received net purchases of HK$1,246 million, HK$415 million, and HK$204 million respectively; Hang Seng China EnterprisesNet sales topped the list, amounting to HK$1,024 million.
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Nanshui focuses on individual stocks
IFFIt fell 1.88% today.On the evening of March 14, IFF revealed its 2022 annual report. Both performance and dividend ratio reached new highs. On March 16, the company held an online performance briefing. E-Fonda Fund,China Gold Corporation196 organizations, including Goldman Sachs Asia, participated.On the afternoon of March 17, IFF stated to the outside world that the efficient computing (HPC) system supplied by IFF to customers has been applied to ChatGPT, as well as future ChatGPT Plus and other AI-related applications.
Kweichow MoutaiToday's increase is 2%.Guohai Securities also said that the liquor sector will enter a performance announcement period for annual reports and quarterly reports, and it is expected that short-term results will also be catalyzed. Overall, after the sector is adjusted, the industry will go out of sharp rise and fall, and continue to be optimistic about the sector's performance throughout the year. Future trends will show a recovery under a divergent trend. Famous wine companies with real sales will follow the economic recovery, and the performance of some companiesOperational pressure and inventory risks are likely to be released in the future. Looking at the medium to long term, liquor will continue the upward trend of differentiation, and continue to be optimistic about Maotai+ regional sub-high-end leaders.
Beishui focuses on individual stocks
Yao Ming BiologyIt rose 8.86% today. incorporationThe company achieved revenue of 39.355 billion yuan in 2022, a record increase of 71.84%, and is expected to continue to increase revenue by 5-7% in 2023. According to the CITIC Construction Investment Securities Research Report, short-term investment and financing fluctuations will be downplayed, and they are optimistic about the long-term development of CRO. It is recommended to seize the timing of the layout and be optimistic about the development of leading enterprises in all directions of CRO.
