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- 李隽頡李隽頡
  ·2021-07-22
  h
  FF Global CEO: FF91 sales will reach 40,000 units in the next two years
  FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。上市前夕，F
  FF Global CEO: FF91 sales will reach 40,000 units in the next two years
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- 李隽頡李隽頡
  ·2021-07-19
  h
  Which stocks did foreign investors buy/sell in two consecutive trading days that exceeded 10 billion?
  外资当前对A股的行业轮动方向也产生了分歧。
  Which stocks did foreign investors buy/sell in two consecutive trading days that exceeded 10 billion?
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21:54","market":"us","language":"zh","title":"FF Global CEO: FF91 sales will reach 40,000 units in the next two years","url":"https://stock-news.laohu8.com/highlight/detail?id=2153210671","media":"一财网","summary":"FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。\n当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。\n上市前夕，F","content":"<p>FF Global CEO Breitfeld accepted an exclusive interview with China Business News, talking about topics such as Jia Yueting's debt, mass production schedule and cooperation with Geely.</p><p>On July 22, local time,<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>(Faraday Future, hereinafter referred to as \"FF\") officially landed on Nasdaq.</p><p>On the eve of the listing, FF founder Jia Yueting, FF global CEO CarstenBreitfeld and other senior executives flew to New York from the company's headquarters in Los Angeles to participate in a series of listing-related activities. Faced with the interview invitation of China Business News, Jia Yueting never showed up. Breitfeld accepted an exclusive interview with China Business News at the FF Futurist Experience Center in Manhattan.</p><p><img src=\"https://static.tigerbbs.com/e7b67a4340d5e92922c8bfe4d5b74176\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>China Business News: FF went public through a special purpose acquisition company (SPAC) and received approximately US $1 billion in financing. How will the company use the proceeds from this fund-raising? After repaying FF's debt, how much money is left that can be used for mass production?</p><p>Breitfeld: Previously, we have converted most of the debt into FF shares and transferred it to the supplier trust. Therefore, most of the proceeds from this financing can be used for business use. Of course, the goal is to achieve mass production of FF91.</p><p>China Business News: In June 2020, Jia Yueting officially completed his personal bankruptcy and reorganization. Through his personal creditor trust, he transferred all his shares to creditors. What does this listing mean to creditors?</p><p>Breitfeld: From the company's point of view, Jia Yueting's creditors are ordinary shareholders. The creditor trustee is responsible for managing and handling Jia Yueting's debt problems, and it is believed that the creditor's arrears can be repaid over time.</p><p>China Business News: According to media reports, Jia Yueting's ex-wife is also one of FF creditors and holds 7.2% of the company's shares. Is this true?</p><p>Bi Fukang: I can't respond because I don't know the details.</p><p>China Business News: You once told the media that FF 91 will be delivered in September 2020, but the latest mass production and delivery schedule has been postponed to the summer of 2022. Do you think the mass production promise can be fulfilled this time?</p><p>Breitfeld: In 2019, we expected the company to obtain financing in January 2020, but the outbreak of the epidemic dragged down the progress. This year, we raised funds through SPAC listing. At present, the funds are in place. We will still follow our previous commitment to deliver the first FF91 in the 9th month after financing and achieve mass production in the 12th month.</p><p>China Business News: The sales target of FF 91 in the next year is 2,400 units. Is this a realistic goal?</p><p>Breitfeld: Of course, I think it's relatively conservative. FF91 is positioned in the top luxury car market and to a certain extent benchmarks Maybach, Bentley,<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Also<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>At present, traditional luxury car brands have not yet set foot in electric vehicles or smart cars. After calculation, we expect FF to occupy 3% of the market share in the luxury car market, corresponding to a sales volume of 2,400 units. This is not a difficult goal to achieve. With the continuous expansion of production scale, the sales volume of FF 91 will reach 40,000 units in the next two years and 270,000 units in five years.</p><p>China Business News: Two years ago, when China Business News visited FF's Hanford Plant factory in California, there were only three workers working in the factory. What is the state of the factory now?</p><p>Bi Fukang: Due to financial problems, the factory was not built that year. Now that the Hanford plant has reopened, about 75% of the manufacturing equipment is in place, and some of the shop floors need small-scale construction, these are all in progress. When mass production starts, you will see more than 150 workers working in the plant.</p><p>China Business News: Roadshow documents show that FF signed a memorandum of understanding on OEM with Myoung Shin Group, a large South Korean automobile industry group. The annual production capacity of the Korean OEM factory reaches 270,000 units. Can you disclose the specific situation of the Korean factory?</p><p>Breitfeld: If you want to expand production capacity, there are two options. One is to build your own factory, which means investing at least US $1 billion, and the project is complicated and risky; The second is to seek OEM and put the required production line in the ready-made factory. Compared with the self-built factory, this method requires less investment and less risk. FF has adopted the second approach in South Korea. The Korean partner's factory is<a href=\"https://laohu8.com/S/GM\">General Motors</a>The old factory building can be put into use immediately only by installing the FF production line.</p><p>Our current production plan is that in 12 months, the American factory will be fully used for mass production of FF91, and in 30 months, the Korean factory will start production of the second model, the more affordable FF 81.</p><p>China Business News: FF has been seeking the possibility of building a factory in China. In January this year, FF and<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sign a framework cooperation agreement to explore the possibility of Geely providing OEM services. At the same time, Geely also participated in a small amount of investment in the listing of FF SPAC as a financial investor. At present, what is the progress of the cooperation negotiations between the two sides?</p><p>Breitfeld: Negotiations with Geely are still in progress. If we want to succeed in the Chinese market, we must base ourselves in China and manufacture locally, which is also our goal.</p><p>We have previously disclosed that Geely is our PIPE cornerstone investor. This is public information. I hope you can understand that there is an agreement between the two companies. We cannot disclose more details yet. What is certain is that this cooperation is crucial to all parties involved, and we will make an official announcement when the time is right.</p><p>China Business News: China is the world's largest producer of electric vehicles, accounting for 44% of global production. Considering the previous disputes of FF founder Jia Yueting, are you confident to win the Chinese market?</p><p>Breitfeld: To be honest, I'm not worried. After all, what's done is done. FF has taken on a new look and become a Nasdaq-listed company. It is worth mentioning that FF adopts a double-home strategy between China and the United States. In the medium term, I expect FF's sales in China to be close to half of the total global sales, and the remaining half will come from the United States and Europe.</p><p>China Business News: There has never been a shortage of competition in the electric vehicle market, and competitors include<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, their production and customers are growing rapidly, so why invest in FF cars and stocks?</p><p>Breitfeld: FF has two advantages that make it outperform the above-mentioned competitors. One is the product itself. The car companies you mentioned are all excellent companies and have great electric vehicle products, but they pay more attention to the driver's experience, while we are different. We also pay attention to the passenger's riding experience. The seats have enough space, interior<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>, can enjoy the interactive experience between people and electronic devices; Secondly, from the perspective of market layout, as I said before, our goal is to become a top luxury car brand. There is no competition in this field. We will seize the market and become the industry leader.</p>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>FF Global CEO: FF91 sales will reach 40,000 units in the next two years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFF Global CEO: FF91 sales will reach 40,000 units in the next two years\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">一财网</strong><span class=\"h-time small\">2021-07-22 21:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>FF Global CEO Breitfeld accepted an exclusive interview with China Business News, talking about topics such as Jia Yueting's debt, mass production schedule and cooperation with Geely.</p><p>On July 22, local time,<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>(Faraday Future, hereinafter referred to as \"FF\") officially landed on Nasdaq.</p><p>On the eve of the listing, FF founder Jia Yueting, FF global CEO CarstenBreitfeld and other senior executives flew to New York from the company's headquarters in Los Angeles to participate in a series of listing-related activities. Faced with the interview invitation of China Business News, Jia Yueting never showed up. Breitfeld accepted an exclusive interview with China Business News at the FF Futurist Experience Center in Manhattan.</p><p><img src=\"https://static.tigerbbs.com/e7b67a4340d5e92922c8bfe4d5b74176\" tg-width=\"640\" tg-height=\"358\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>China Business News: FF went public through a special purpose acquisition company (SPAC) and received approximately US $1 billion in financing. How will the company use the proceeds from this fund-raising? After repaying FF's debt, how much money is left that can be used for mass production?</p><p>Breitfeld: Previously, we have converted most of the debt into FF shares and transferred it to the supplier trust. Therefore, most of the proceeds from this financing can be used for business use. Of course, the goal is to achieve mass production of FF91.</p><p>China Business News: In June 2020, Jia Yueting officially completed his personal bankruptcy and reorganization. Through his personal creditor trust, he transferred all his shares to creditors. What does this listing mean to creditors?</p><p>Breitfeld: From the company's point of view, Jia Yueting's creditors are ordinary shareholders. The creditor trustee is responsible for managing and handling Jia Yueting's debt problems, and it is believed that the creditor's arrears can be repaid over time.</p><p>China Business News: According to media reports, Jia Yueting's ex-wife is also one of FF creditors and holds 7.2% of the company's shares. Is this true?</p><p>Bi Fukang: I can't respond because I don't know the details.</p><p>China Business News: You once told the media that FF 91 will be delivered in September 2020, but the latest mass production and delivery schedule has been postponed to the summer of 2022. Do you think the mass production promise can be fulfilled this time?</p><p>Breitfeld: In 2019, we expected the company to obtain financing in January 2020, but the outbreak of the epidemic dragged down the progress. This year, we raised funds through SPAC listing. At present, the funds are in place. We will still follow our previous commitment to deliver the first FF91 in the 9th month after financing and achieve mass production in the 12th month.</p><p>China Business News: The sales target of FF 91 in the next year is 2,400 units. Is this a realistic goal?</p><p>Breitfeld: Of course, I think it's relatively conservative. FF91 is positioned in the top luxury car market and to a certain extent benchmarks Maybach, Bentley,<a href=\"https://laohu8.com/S/RRN.UK\">Rolls-Royce</a>Also<a href=\"https://laohu8.com/S/RACE\">Ferrari</a>At present, traditional luxury car brands have not yet set foot in electric vehicles or smart cars. After calculation, we expect FF to occupy 3% of the market share in the luxury car market, corresponding to a sales volume of 2,400 units. This is not a difficult goal to achieve. With the continuous expansion of production scale, the sales volume of FF 91 will reach 40,000 units in the next two years and 270,000 units in five years.</p><p>China Business News: Two years ago, when China Business News visited FF's Hanford Plant factory in California, there were only three workers working in the factory. What is the state of the factory now?</p><p>Bi Fukang: Due to financial problems, the factory was not built that year. Now that the Hanford plant has reopened, about 75% of the manufacturing equipment is in place, and some of the shop floors need small-scale construction, these are all in progress. When mass production starts, you will see more than 150 workers working in the plant.</p><p>China Business News: Roadshow documents show that FF signed a memorandum of understanding on OEM with Myoung Shin Group, a large South Korean automobile industry group. The annual production capacity of the Korean OEM factory reaches 270,000 units. Can you disclose the specific situation of the Korean factory?</p><p>Breitfeld: If you want to expand production capacity, there are two options. One is to build your own factory, which means investing at least US $1 billion, and the project is complicated and risky; The second is to seek OEM and put the required production line in the ready-made factory. Compared with the self-built factory, this method requires less investment and less risk. FF has adopted the second approach in South Korea. The Korean partner's factory is<a href=\"https://laohu8.com/S/GM\">General Motors</a>The old factory building can be put into use immediately only by installing the FF production line.</p><p>Our current production plan is that in 12 months, the American factory will be fully used for mass production of FF91, and in 30 months, the Korean factory will start production of the second model, the more affordable FF 81.</p><p>China Business News: FF has been seeking the possibility of building a factory in China. In January this year, FF and<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Sign a framework cooperation agreement to explore the possibility of Geely providing OEM services. At the same time, Geely also participated in a small amount of investment in the listing of FF SPAC as a financial investor. At present, what is the progress of the cooperation negotiations between the two sides?</p><p>Breitfeld: Negotiations with Geely are still in progress. If we want to succeed in the Chinese market, we must base ourselves in China and manufacture locally, which is also our goal.</p><p>We have previously disclosed that Geely is our PIPE cornerstone investor. This is public information. I hope you can understand that there is an agreement between the two companies. We cannot disclose more details yet. What is certain is that this cooperation is crucial to all parties involved, and we will make an official announcement when the time is right.</p><p>China Business News: China is the world's largest producer of electric vehicles, accounting for 44% of global production. Considering the previous disputes of FF founder Jia Yueting, are you confident to win the Chinese market?</p><p>Breitfeld: To be honest, I'm not worried. After all, what's done is done. FF has taken on a new look and become a Nasdaq-listed company. It is worth mentioning that FF adopts a double-home strategy between China and the United States. In the medium term, I expect FF's sales in China to be close to half of the total global sales, and the remaining half will come from the United States and Europe.</p><p>China Business News: There has never been a shortage of competition in the electric vehicle market, and competitors include<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>、<a href=\"https://laohu8.com/S/NIO\">Nio</a>, XPeng and<a href=\"https://laohu8.com/S/LI\">Li Auto</a>, their production and customers are growing rapidly, so why invest in FF cars and stocks?</p><p>Breitfeld: FF has two advantages that make it outperform the above-mentioned competitors. One is the product itself. The car companies you mentioned are all excellent companies and have great electric vehicle products, but they pay more attention to the driver's experience, while we are different. We also pay attention to the passenger's riding experience. The seats have enough space, interior<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>, can enjoy the interactive experience between people and electronic devices; Secondly, from the perspective of market layout, as I said before, our goal is to become a top luxury car brand. There is no competition in this field. We will seize the market and become the industry leader.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000xev2.html\">一财网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7b67a4340d5e92922c8bfe4d5b74176","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000xev2.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153210671","content_text":"FF全球CEO毕福康接受第一财经独家专访，谈及贾跃亭债务、量产时间表还有与吉利合作等话题。\n当地时间7月22日，法拉第未来（Faraday Future，下称“FF”)正式登陆纳斯达克。\n上市前夕，FF创始人贾跃亭、FF全球CEO毕福康（CarstenBreitfeld）及其他高管一行，由公司总部洛杉矶飞抵纽约，参加一系列上市相关活动。面对第一财经记者的采访邀约，贾跃亭始终没有露面。而毕福康则在曼哈顿FF未来主义者体验中心接受了第一财经的独家专访。\n\n第一财经：FF通过特殊目的收购公司(SPAC) 方式上市，获得大约10亿美元融资，公司将如何运用此次集资所得？在偿还FF的债务后，还剩多少资金能够用于量产？\n毕福康：此前，我们已将绝大多数债务转化成FF股份，转入供应商信托，因此本次融资所得的大部分可供经营使用，当然，目标是实现FF91的量产。\n第一财经：2020年6月，贾跃亭正式完成个人破产重组，通过他个人的债权人信托，将所持股份全部转让给债权人，此次上市对债权人来说意味着什么？\n毕福康：从公司的角度，贾跃亭的债权人就是普通股东。债权人信托受托人负责管理和处理贾跃亭的债务问题，相信随着时间的推移，债权人的欠款能够得到偿还 。\n第一财经：有媒体报道，贾跃亭的前妻也是FF债权人之一，持有公司7.2%的股权，情况属实吗？\n毕福康：我无法作出回应，因为我不清楚其中的细节。\n第一财经：你曾告诉媒体，FF 91会在2020年9月开始交付，但最新的量产和交付时间表已推后至2022年夏季，您认为这次能否兑现量产承诺？\n毕福康：2019年时，我们预期公司在2020年1月就能获得融资，谁知疫情来袭拖累了进度。今年，我们通过SPAC上市的方式筹得资金，目前资金已经到位，我们仍会遵循此前承诺，在融资后第9个月交付第一台FF91，第12个月实现量产。\n第一财经：FF 91未来一年的销售目标是2400台，这是一个现实的目标吗？\n毕福康：当然，我认为还相对保守了。FF91定位顶级豪车市场，一定程度上对标迈巴赫、宾利、劳斯莱斯还有法拉利，目前，传统豪车品牌还未涉足电动车或智能车。经过计算，我们预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。\n第一财经：两年前，第一财经探访FF加州汉福德（Hanford Plant）工厂时，厂房内仅有三名工人作业，现在工厂是怎样一种状态？\n毕福康：因资金问题，当年厂房并未建成。现在，汉福德工厂已经重新开工，大约75%的制造设备已经就位，部分车间需要进行小范围施工，这些都在进行中，当开始量产时，你会看到150多名工人在工厂作业。\n第一财经：路演文件显示，FF与韩国大型汽车产业集团明信集团（Myoung Shin Group）签署代工谅解备忘录，韩国代工工厂年产能达27万台，能否透露韩国工厂的具体情况？\n毕福康：如要扩大产能有两个选项，一是自建工厂，意味着至少投入10亿美元，且工程庞杂、风险较大；二是寻求代工，在现成的厂房里放入所需生产线，相较于自建工厂，这一方式投入更少风险较小。FF在韩国就采取了第二种方式，韩国合作方的工厂是通用汽车的老厂房，只需安装FF生产线，就可立即投入使用。\n我们现阶段的生产计划是，12个月后，美国工厂将完全用于量产FF91，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF 81。\n第一财经：FF一直寻求在中国建厂的可能性。今年1月，FF与吉利汽车签署框架合作协议，探讨由吉利提供代工服务的可能性。同时，吉利还作为财务投资人，参与了FF SPAC上市的少量投资。目前，双方的合作谈判进展如何？\n毕福康：和吉利的谈判还在进行当中。如果想在中国市场取得成功，就必须立足中国，本地制造，这也是我们的目标。\n我们此前披露过，吉利是我们PIPE基石投资者，这是公开资料，希望你能理解两家公司之间存有协议，现在还不能透露更多细节。可以肯定的是，该合作对各参与方都至关重要，待时机成熟，我们会官宣。\n第一财经：中国是全球最大的电动汽车生产国，占全球产量的44%。考虑到FF创始人贾跃亭此前的种种纠纷，您有没有信心拿下中国市场？\n毕福康：老实说，我并不担心，毕竟木已成舟，FF已经焕然一新，成为纳斯达克上市公司。值得一提的是，FF采取中美双主场战略，中期来看，我预计FF在中国的销量能接近全球总销量的一半，剩下的一半来自美国和欧洲。\n第一财经：电动车市场从来不乏竞争，对手包括特斯拉、蔚来、小鹏还有理想汽车，它们的产量和客户都在快速增长，那为什么还要投资FF的汽车和股票？\n毕福康：FF有两方面的优势，使其跑赢上述竞争对手。其一是产品本身，你提到的这些车企都是优秀企业，有很棒的电动车产品，但它们更注重驾车者的体验，而我们不同，也注重乘客的乘坐感受，座椅有足够空间，内饰豪华，可享受人与电子设备的交互体验；其二，从市场布局的角度，正如我此前所述，我们的目标是成为顶级豪车品牌，这个领域不存在竞争，我们将抢占市场，成为行业龙头。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173519222,"gmtCreate":1626668875766,"gmtModify":1703763046516,"author":{"id":"3584519811389771","authorId":"3584519811389771","name":"李隽頡","avatar":"https://static.tigerbbs.com/9a1bcb4da05c14c6821e7f378a7b6910","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584519811389771","authorIdStr":"3584519811389771"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/173519222","repostId":"1175589406","repostType":4,"repost":{"id":"1175589406","kind":"news","pubTimestamp":1626665528,"share":"https://ttm.financial/m/news/1175589406?lang=en_US&edition=fundamental","pubTime":"2021-07-19 11:32","market":"sh","language":"zh","title":"Which stocks did foreign investors buy/sell in two consecutive trading days that exceeded 10 billion?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175589406","media":"兴业策略","summary":"外资当前对A股的行业轮动方向也产生了分歧。","content":"<p>Author: Industrial Securities Strategy Zhang Yidong, Li Meicen</p><p><b>Investment Key Points</b></p><p><b>On July 14, the net outflow of funds from the north was 10.806 billion, which was the ninth time in history that the net outflow in a single day exceeded 10 billion; On July 15, the net inflow of foreign capital was nearly 12.4 billion, the 28th time in history that the net inflow exceeded 10 billion.</b></p><p><b>From the perspective of foreign capital managed by different institutions, foreign capital managed by international securities firms (trading orders) is the \"main force\" of the net outflow/inflow of northbound funds exceeding 10 billion in two days.</b>On July 14, the net outflow of trading orders was 7.66 billion yuan, accounting for more than 70% of the total net outflow. On July 15, the net purchase of trading orders was 7 billion yuan, accounting for 55.7% of the net turnover of mainland stock connect on that day. Relative to the market value of its holdings, custody in<a href=\"https://laohu8.com/S/IBOC\">International banks</a>The outflow/inflow amount of foreign capital (allocation disk) in these two days is not much.</p><p><b>As of July 15, the cumulative net inflow of foreign capital in July was 5.53 billion yuan, which was lower than the average monthly inflow in the previous six months, and even lower than March, when the market conditions were poor. From a structural point of view, allocation-oriented foreign capital managed by international banks, as the main force to increase positions in A-shares, has experienced net outflows for the first time since July. In July 4, we clearly pointed out that the third quarter is the window period to resolve stock risks, and the fluctuation of market risk appetite intensifies, while the trend of foreign capital in the third quarter of the A-share market is uncertain and the risk appetite changes drastically, which may explain to a certain extent why the net outflow and net inflow of foreign capital have exceeded 10 billion yuan for two consecutive days.</b></p><p><b>From the perspective of industry, foreign investors currently have differences on the direction of industry rotation of A-shares.</b>Take the northern allocation market as an example. On July 14, international banks sold a net 720 million yuan of new electricity shares, and after a lapse of one day, it had a net inflow of 1.14 billion yuan in the new electricity industry. This may mean that the allocation-oriented foreign capital known for \"overseas long money\" is also \"hesitating\" in the high prosperity and high valuation of the new electricity industry.<b>However, it is worth mentioning that the configuration disk has continued to have a net inflow into the electronics, communications and computer industries.</b>Taking the northbound trading order as an example, the volatility of trading foreign capital is relatively greater, and its trading direction for most industries has turned within one day. For example, on July 14, nearly 1.9 billion yuan of bank stocks were sold on the trading order, and 1.4 billion yuan was bought back the next day.</p><p><b>Differences in industry allocation within foreign capital can also explain the violent fluctuations in trading directions. Trading-oriented foreign capital has increased its positions in cyclical industries such as non-ferrous metals and chemicals, while the northbound allocation disk has \"little interest\" in cyclical sectors. Among them, the differences in the new electricity industry are the most obvious. In July, the northbound allocation disk bought a net 2.24 billion yuan of electricity new shares, but the trading disk has sold 3.73 billion yuan of new electricity shares in July. However, different types of foreign investors have a quite obvious consensus on increasing positions in computers and communications.</b></p><p>Chemical industry:<a href=\"https://laohu8.com/S/600426\">Hualu Hengsheng</a>It is the greatest common denominator between allocation-type and transaction-type foreign capital positions.</p><p>Dianxin:<a href=\"https://laohu8.com/S/300750\">Ningde era</a>In two days, foreign capital sold a net of 1.46 billion yuan.<a href=\"https://laohu8.com/S/601012\">LONGi shares</a>The net purchase was 1.13 billion yuan, which may point to the fact that foreign capital's preference for individual stocks in the industry is gradually shifting from the battery industry chain to the photovoltaic sector.</p><p>Automobile: The consensus between allocation-type and transaction-type foreign investors lies in buying<a href=\"https://laohu8.com/S/603197\">Baolong Technology</a>, the difference lies in<a href=\"https://laohu8.com/S/600741\">Huayu Auto</a>。</p><p>Home appliances: Both types of foreign capital have continuously reduced their holdings<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>。</p><p>Food and beverage: Add positions to Maotai on the allocation plate, and lay out second-tier liquor companies on the trading plate.</p><p>Medicine: Allocation-oriented foreign investment love<a href=\"https://laohu8.com/S/300760\">Mindray Medical</a>, favored by transactional foreign capital<a href=\"https://laohu8.com/S/600276\">Hengrui Medicine</a>。</p><p>Bank: Even on July 14, the day when the overall net outflow of foreign capital exceeded 10 billion yuan, allocation-type foreign capital still bought 1 billion yuan in reverse<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>。</p><p>Non-bank finance: total net purchase of allocation-type foreign capital<a href=\"https://laohu8.com/S/601318\">China Ping An</a>450 million yuan, net purchase of trading foreign capital for two consecutive trading days<a href=\"https://laohu8.com/S/02318\">China Ping An</a>Nearly 900 million yuan, northbound funds have obvious intentions to \"bargain-hunting\" Ping An of China.</p><p>Electronics: Both allocation-type and transaction-type foreign capital are optimistic<a href=\"https://laohu8.com/S/603501\">Weir Shares</a>, but the performance of northbound allocation increased holdings was less than expected<a href=\"https://laohu8.com/S/300782\">Zhuo Shengwei</a>240 million yuan, while the overall trading order sold a small net sale of 28 million yuan.</p><p>Computer: Both allocation-type and transaction-type foreign capital favor it<a href=\"https://laohu8.com/S/002230\">IFlytek</a>。</p><p><b>Risk warning: This report is a historical analysis report and does not constitute any judgment or suggestion on market trends, nor any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it.</b></p><p><b>Report text</b></p><p><img src=\"https://static.tigerbbs.com/67bcaa82fd7f2d1bc33e2e0884a02523\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/53656e52020ffd9b2636c5e073af5bba\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/fcf158c0409c1fc167b33650a3c6435f\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/7ae52f9ad5836a523e538d551b8faac4\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4b083d6794bde67e5ec84107b8671351\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/24976b6948a0c594a775c71683826246\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/56a383f3eeeae987bc6af03b1cdd5d27\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4801e7d5065f516db4a44014e82059a9\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/8bdaa62cfb84fe80391bfc7597c9d10e\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/dced526fc1ba71b3cf74f66dfdf21fa5\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/49c1d8c9343430165de20f00607f17b6\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/41b3dc313ab128e01bd35d35b7b936c8\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c0a0928322f654cc692057bd9565be5a\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2be10b24028fd7b925cdc9eda689f26e\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2f8cedf1c4534a7609fb1b511d79ac7e\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/535c0dc9ca3b07b6c899753e195605bb\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4bbb392dc664cadb79a8a0165964c4c8\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/42faf103e6a2bf5b88bbe47338f90a5f\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/1d97fe2361335068d290ee5ecc28dddc\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cdcb9db0371decc3d4f6873e97f2aedf\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/f048e709da7783ab93c1cde48764a03c\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e321fb4770a32d47b28a0149945ddb56\" tg-width=\"1080\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/ea26573278ae2d023ea6353811186045\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>This report is a historical analysis report and does not constitute any judgment or suggestion on market trends, nor any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it.</b></p>","source":"lsy1583897507412","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which stocks did foreign investors buy/sell in two consecutive trading days that exceeded 10 billion?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich stocks did foreign investors buy/sell in two consecutive trading days that exceeded 10 billion?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">兴业策略</strong><span class=\"h-time small\">2021-07-19 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author: Industrial Securities Strategy Zhang Yidong, Li Meicen</p><p><b>Investment Key Points</b></p><p><b>On July 14, the net outflow of funds from the north was 10.806 billion, which was the ninth time in history that the net outflow in a single day exceeded 10 billion; On July 15, the net inflow of foreign capital was nearly 12.4 billion, the 28th time in history that the net inflow exceeded 10 billion.</b></p><p><b>From the perspective of foreign capital managed by different institutions, foreign capital managed by international securities firms (trading orders) is the \"main force\" of the net outflow/inflow of northbound funds exceeding 10 billion in two days.</b>On July 14, the net outflow of trading orders was 7.66 billion yuan, accounting for more than 70% of the total net outflow. On July 15, the net purchase of trading orders was 7 billion yuan, accounting for 55.7% of the net turnover of mainland stock connect on that day. Relative to the market value of its holdings, custody in<a href=\"https://laohu8.com/S/IBOC\">International banks</a>The outflow/inflow amount of foreign capital (allocation disk) in these two days is not much.</p><p><b>As of July 15, the cumulative net inflow of foreign capital in July was 5.53 billion yuan, which was lower than the average monthly inflow in the previous six months, and even lower than March, when the market conditions were poor. From a structural point of view, allocation-oriented foreign capital managed by international banks, as the main force to increase positions in A-shares, has experienced net outflows for the first time since July. In July 4, we clearly pointed out that the third quarter is the window period to resolve stock risks, and the fluctuation of market risk appetite intensifies, while the trend of foreign capital in the third quarter of the A-share market is uncertain and the risk appetite changes drastically, which may explain to a certain extent why the net outflow and net inflow of foreign capital have exceeded 10 billion yuan for two consecutive days.</b></p><p><b>From the perspective of industry, foreign investors currently have differences on the direction of industry rotation of A-shares.</b>Take the northern allocation market as an example. On July 14, international banks sold a net 720 million yuan of new electricity shares, and after a lapse of one day, it had a net inflow of 1.14 billion yuan in the new electricity industry. This may mean that the allocation-oriented foreign capital known for \"overseas long money\" is also \"hesitating\" in the high prosperity and high valuation of the new electricity industry.<b>However, it is worth mentioning that the configuration disk has continued to have a net inflow into the electronics, communications and computer industries.</b>Taking the northbound trading order as an example, the volatility of trading foreign capital is relatively greater, and its trading direction for most industries has turned within one day. For example, on July 14, nearly 1.9 billion yuan of bank stocks were sold on the trading order, and 1.4 billion yuan was bought back the next day.</p><p><b>Differences in industry allocation within foreign capital can also explain the violent fluctuations in trading directions. Trading-oriented foreign capital has increased its positions in cyclical industries such as non-ferrous metals and chemicals, while the northbound allocation disk has \"little interest\" in cyclical sectors. Among them, the differences in the new electricity industry are the most obvious. In July, the northbound allocation disk bought a net 2.24 billion yuan of electricity new shares, but the trading disk has sold 3.73 billion yuan of new electricity shares in July. However, different types of foreign investors have a quite obvious consensus on increasing positions in computers and communications.</b></p><p>Chemical industry:<a href=\"https://laohu8.com/S/600426\">Hualu Hengsheng</a>It is the greatest common denominator between allocation-type and transaction-type foreign capital positions.</p><p>Dianxin:<a href=\"https://laohu8.com/S/300750\">Ningde era</a>In two days, foreign capital sold a net of 1.46 billion yuan.<a href=\"https://laohu8.com/S/601012\">LONGi shares</a>The net purchase was 1.13 billion yuan, which may point to the fact that foreign capital's preference for individual stocks in the industry is gradually shifting from the battery industry chain to the photovoltaic sector.</p><p>Automobile: The consensus between allocation-type and transaction-type foreign investors lies in buying<a href=\"https://laohu8.com/S/603197\">Baolong Technology</a>, the difference lies in<a href=\"https://laohu8.com/S/600741\">Huayu Auto</a>。</p><p>Home appliances: Both types of foreign capital have continuously reduced their holdings<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>。</p><p>Food and beverage: Add positions to Maotai on the allocation plate, and lay out second-tier liquor companies on the trading plate.</p><p>Medicine: Allocation-oriented foreign investment love<a href=\"https://laohu8.com/S/300760\">Mindray Medical</a>, favored by transactional foreign capital<a href=\"https://laohu8.com/S/600276\">Hengrui Medicine</a>。</p><p>Bank: Even on July 14, the day when the overall net outflow of foreign capital exceeded 10 billion yuan, allocation-type foreign capital still bought 1 billion yuan in reverse<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>。</p><p>Non-bank finance: total net purchase of allocation-type foreign capital<a href=\"https://laohu8.com/S/601318\">China Ping An</a>450 million yuan, net purchase of trading foreign capital for two consecutive trading days<a href=\"https://laohu8.com/S/02318\">China Ping An</a>Nearly 900 million yuan, northbound funds have obvious intentions to \"bargain-hunting\" Ping An of China.</p><p>Electronics: Both allocation-type and transaction-type foreign capital are optimistic<a href=\"https://laohu8.com/S/603501\">Weir Shares</a>, but the performance of northbound allocation increased holdings was less than expected<a href=\"https://laohu8.com/S/300782\">Zhuo Shengwei</a>240 million yuan, while the overall trading order sold a small net sale of 28 million yuan.</p><p>Computer: Both allocation-type and transaction-type foreign capital favor it<a href=\"https://laohu8.com/S/002230\">IFlytek</a>。</p><p><b>Risk warning: This report is a historical analysis report and does not constitute any judgment or suggestion on market trends, nor any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it.</b></p><p><b>Report text</b></p><p><img src=\"https://static.tigerbbs.com/67bcaa82fd7f2d1bc33e2e0884a02523\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/53656e52020ffd9b2636c5e073af5bba\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/fcf158c0409c1fc167b33650a3c6435f\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/7ae52f9ad5836a523e538d551b8faac4\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4b083d6794bde67e5ec84107b8671351\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/24976b6948a0c594a775c71683826246\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/56a383f3eeeae987bc6af03b1cdd5d27\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4801e7d5065f516db4a44014e82059a9\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/8bdaa62cfb84fe80391bfc7597c9d10e\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/dced526fc1ba71b3cf74f66dfdf21fa5\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/49c1d8c9343430165de20f00607f17b6\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/41b3dc313ab128e01bd35d35b7b936c8\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c0a0928322f654cc692057bd9565be5a\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2be10b24028fd7b925cdc9eda689f26e\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2f8cedf1c4534a7609fb1b511d79ac7e\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/535c0dc9ca3b07b6c899753e195605bb\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4bbb392dc664cadb79a8a0165964c4c8\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/42faf103e6a2bf5b88bbe47338f90a5f\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/1d97fe2361335068d290ee5ecc28dddc\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cdcb9db0371decc3d4f6873e97f2aedf\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/f048e709da7783ab93c1cde48764a03c\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e321fb4770a32d47b28a0149945ddb56\" tg-width=\"1080\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/ea26573278ae2d023ea6353811186045\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>This report is a historical analysis report and does not constitute any judgment or suggestion on market trends, nor any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it.</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635652\">兴业策略</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3635652","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175589406","content_text":"作者：兴证策略张忆东、李美岑\n投资要点\n7月14日，北上资金净流出108.06亿，是历史上第9次单日净流出破百亿；7月15日，外资净流入净流入近124亿，是历史上第28次净流入破百亿。\n从托管于不同机构的外资来看，托管于国际券商（交易盘）的外资是两日北上资金净流出/入破百亿的“主力军”。7月14日，交易盘净流出76.6亿元，占全部净流出金额7成以上，7月15日，交易盘净买入70亿元，占陆股通当日成交净额的55.7%。相对其持股市值来看，托管于国际银行（配置盘）的外资在这两日的流出/入金额并不算多。\n截止7月15日，7月外资累计净流入55.3亿元，低于前6个月的月均流入规模，甚至低于市场行情较差的3月份。结构上来看，托管于国际银行的配置型外资作为加仓A股的主要力量，7月以来却首次出现净流出。我们在7.4的《科创“小巨人”震荡正是布局时——A股策略月报》中明确指出三季度是化解存量风险的窗口期、市场风险偏好波动加剧，而外资对A股市场三季度的走势有所不确定、风险偏好剧烈变化，这或许能在一定程度上解释为何会出现外资在连续两天内出现外资净流出、净流入均破百亿元的现象。\n从行业角度来看，外资当前对A股的行业轮动方向也产生了分歧。以北上配置盘为例，7月14日，国际银行净卖出7.2亿元的电新股，而时隔一日，它又重新净流入电新行业11.4亿元，这或许意味着以“海外长钱”著称的配置型外资也在电新行业的高景气和高估值中“犹豫”。但值得一提的是，配置盘连续净流入电子、通信和计算机行业。以北上交易盘为例，交易型外资的波动相对更大，其针对大部分行业的交易方向在一天内则出现了转向，例如，7月14日，交易盘卖出近19亿元的银行股，第二天又重新买回14亿。\n外资内部的对于行业配置的分歧同样可以解释交易方向剧烈波动的原因。交易型外资加仓有色和化工等周期行业，而北上配置盘对周期板块“兴趣不大”，其中，有关电新行业的分歧最为明显，7月，北上配置盘净买入22.4亿元的电新股，而交易盘7月却已抛售37.3亿元的电新股。但是，不同类型的外资对于计算机和通信有相当明显的加仓共识。\n化工：华鲁恒升是配置型与交易型外资加仓的最大公约数。\n电新：宁德时代两天被外资净卖出14.6亿元，隆基股份则被净买入11.3亿元，或指向外资对行业内个股的偏好正从电池产业链逐步向光伏板块转移。\n汽车：配置型与交易型外资的共识在于买保隆科技，分歧在于华域汽车。\n家电：两种类型的外资均有连续减持格力电器。\n食品饮料：配置盘加仓茅台，交易盘布局二线白酒企业。\n医药：配置型外资爱迈瑞医疗，交易型外资青睐恒瑞医药。\n银行：哪怕是在7月14日外资整体净流出超百亿的当天，配置型外资依旧逆向地净买入10亿元的招商银行。\n非银金融：配置型外资共计净买入中国平安4.5亿元，交易型外资连续两个交易日净买入中国平安近9亿元，北上资金“抄底”中国平安意图明显。\n电子：配置型与交易型外资均看好韦尔股份，但北上配置增持业绩不及预期的卓胜微2.4亿元，而交易盘整体小幅净卖出0.28亿元。\n计算机：配置型与交易型外资均青睐科大讯飞。\n风险提示：本报告为历史分析报告，不构成任何对市场走势的判断或建议，不构成任何对板块或个股的推荐或建议，使用前请仔细阅读报告末页“相关声明”\n报告正文\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n风险提示\n本报告为历史分析报告，不构成任何对市场走势的判断或建议，不构成任何对板块或个股的推荐或建议，使用前请仔细阅读报告末页“相关声明”","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}