It took only a week for the northbound funds in January to “rush out” from “crazy bottom hunting”.
According to the data, in January this year, northbound funds bought 16.775 billion yuan of a shares, with a total net inflow of 42.8 billion yuan in the first three weeks, but there was a significant outflow in the last week, with a net outflow of 26.071 billion yuan in a single week.
Details of net capital flow to North in January
From the perspective of the shareholding ratio of northbound funds in January, ranked in the top 10 in terms of shareholding ratio, with 5 companies on the science and innovation board , and the largest shareholding ratio is Beijing Huafeng Test & Control Technology Co.Ltd(688200) . From the shareholding ratio of 2.24% of northbound funds at the beginning of the month to 6.8% at the end of the month, the shareholding ratio reached 4.56%. The Shanghai Bright Power Semiconductor Co.Ltd(688368) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Jenkem Technology Co.Ltd(688356) of the science and technology innovation board also obtained a large proportion of the increase in the north capital.
it is worth mentioning that the circulation market value of Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Zhejiang Orient Gene Biotech Co.Ltd(688298) three companies is more than 10 billion.
Beijing Huafeng Test & Control Technology Co.Ltd(688200) its main business is the R & D, production and sales of semiconductor automatic test system. Boc International (China) Co.Ltd(601696) the research report points out that the sealing and testing equipment industry is booming, and the performance of international brands has maintained high growth. The global demand for chips remains enthusiastic. Under the trend of digital transformation and the increase of unit silicon content, the test demand has increased significantly, and the test requirements have also increased. Semi predicts that the market space of test equipment will increase by 26% year-on-year to US $7.6 billion in 2021, indicating that the demand for test equipment is accelerating and the demand for high value-added products is also growing.
Changes in shareholding ratio of northbound funds in January
Among the stocks with a large proportion of shares reduced by northbound funds in January, Keboda Technology Co.Ltd(603786) with the concept of new energy vehicles was significantly reduced by northbound funds, from 22.46% at the beginning of the month to 12.98% at the end of the month, with a reduction of 9.48%. In addition, the wind power Bull Stock Ming Yang Smart Energy Group Limited(601615) was also greatly reduced by 4.36% by north capital this month. In the second half of last year, the share price of Ming Yang Smart Energy Group Limited(601615) nearly tripled in five months.
In terms of performance, among the Sci-tech Innovation Board companies that have disclosed the performance forecast of last year, 129 companies have predicted in their annual reports. Among them, Beijing Huafeng Test & Control Technology Co.Ltd(688200) which has been increased by northbound funds is expected to increase its net profit by 1.12 to 1.34 times last year; Shanghai Bright Power Semiconductor Co.Ltd(688368) it is expected that the performance growth last year will reach 858% to 887%.
