Recently, due to the turmoil in the external situation, the international market has fluctuated violently. In contrast, the performance of A-Shares is relatively resistant to decline. Today (23rd), A-Shares rebounded, and the market trading volume exceeded trillion, the first time since January 20. The net inflow of funds from the North was 1.422 billion yuan. So far, the cumulative net inflow of foreign capital in the year of the tiger is 328 million yuan. Let’s see which companies northbound funds, known as “smart money”, have bought.
From the year of the tiger to the 22nd, in the industry, foreign capital mainly flowed into the fields of banking (7.571 billion yuan), non bank finance (5.549 billion yuan) and transportation (2.461 billion yuan), and flowed out of the fields of medicine and Biology (- 4.857 billion yuan), computers (- 4.095 billion yuan) and power equipment (- 2.668 billion yuan).
In terms of individual stocks, 9 companies gained more than one billion yuan of foreign capital. Among them, China Merchants Bank Co.Ltd(600036) topped the list of foreign capital holdings, with a net inflow of 2.766 billion yuan, followed by Zijin Mining Group Company Limited(601899) (2.715 billion yuan), Ping An Insurance (Group) Company Of China Ltd(601318) (1.911 billion yuan), Citic Securities Company Limited(600030) (1.701 billion yuan), Industrial Bank Co.Ltd(601166) (1.521 billion yuan), Sungrow Power Supply Co.Ltd(300274) (1.242 billion yuan), China Tourism Group Duty Free Corporation Limited(601888) (1.207 billion yuan), Inner Mongolia Yili Industrial Group Co.Ltd(600887) (1.123 billion yuan) and Shenzhen Inovance Technology Co.Ltd(300124) (1.019 billion yuan), with a net inflow of more than 1 billion yuan. In addition, the top five companies receiving foreign capital reduction are Kweichow Moutai Co.Ltd(600519) (1.940 billion yuan), Longi Green Energy Technology Co.Ltd(601012) (1.445 billion yuan), Hoshine Silicon Industry Co.Ltd(603260) (1.384 billion yuan), Ganfeng Lithium Co.Ltd(002460) (1.335 billion yuan) and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) (1.296 billion yuan).