This week (February 21-february 25), against the background of severe shocks in the peripheral market, the funds going north also fluctuated sharply. On Tuesday, there was a significant net sale of 7.34 billion yuan, the largest net sale after the Spring Festival. On Friday, there was a significant net purchase of 6.384 billion yuan, the highest after the festival, with a total net sale of 6.413 billion yuan in the whole week. In addition, at the time of capital outflow at the beginning of the week, only 75.9 billion yuan of capital was traded in the north, creating a land volume for more than a year.
(net purchase of over 100 million yuan of individual stocks by northbound capital this week)
from the perspective of industry, northbound capital did not particularly highlight the industries with increased positions this week. The top three net purchases were electronics, communication and non-ferrous metal industries, with net purchases of 998 million yuan, 954 million yuan and 952 million yuan respectively. Five industries such as public utilities, media and mining also received increased positions of more than 100 million yuan this week. This week, the food and beverage industry was sold for a substantial net sale of 4 billion 184 million yuan, mainly for Baijiu continued to be a large capital northward reduction. The chemical industry was also significantly net sold by more than 2 billion yuan, and 6 industries such as banking, non bank finance, medicine and biology were net sold by more than 1 billion yuan.
from the concept sector, growth stocks were favored by northbound funds in the annual report quarter. China stock market news received an additional position of 957 million yuan of capital going north this week, which was the largest net purchase of individual stocks this week. Recently, China stock market news announced that it is expected to realize a net profit of 8.2-8.9 billion yuan in 2021, with a year-on-year increase of 71.62% – 86.27%. In fact, funds going north after the Spring Festival have increased their positions in China stock market news for three consecutive weeks.
Due to the redemption terms triggered by convertible bonds, China stock market news recently issued 19 consecutive mandatory redemption announcements of Dongcai Zhuan 3, which aims to urge investors to trade convertible bonds or convertible shares as soon as possible before March 1, so as to avoid unnecessary losses when forced redemption. Generally speaking, when convertible bonds enter the stage of compulsory redemption, there will be selling pressure.
This is not the first time China stock market news forced redemption of convertible bonds. In May 2019 and August 2020, China stock market news also had two forced redemption of convertible bonds. Before the forced redemption, the share prices fell to varying degrees, but after the forced redemption, the share prices of China stock market news came out of a strong upward trend after short-term adjustment. Since the beginning of this year, dragged down by the sharp decline of convertible bonds, China stock market news has fallen by 28.81%, and the signs of oversold rebound are very obvious due to the continuous increase of positions after the capital Festival.
Benefiting from the shock of the international situation, the rise of risk aversion and the sharp rise in gold prices, Zijin Mining Group Company Limited(601899) also received an additional position of 908 million yuan of funds going north this week. Zijin Mining Group Company Limited(601899) previously, it also issued a performance pre increase announcement. It is expected to achieve a net profit of about 15.6 billion yuan in 2021, with a year-on-year increase of about 140%, reaching a new record.
Northbound capital also increased its position Zijin Mining Group Company Limited(601899) for three consecutive weeks after the festival. Its shareholding soared from about 1.3 billion shares before the festival, accounting for 6.39% of the circulating a shares, to 1.64 billion shares, accounting for 8% of the circulating a shares. It increased its shareholding by more than 300 million shares, and the number of shares and market value of shares reached a record high.
Shenzhen Das Intellitech Co.Ltd(002421) catching up with the upsurge of computing from the east to the west, we said on the interactive platform this week that based on the self-developed aiot intelligent Internet of things control platform and EMC energy-saving control system, we provide the data center building with an overall solution for the office area and for the computer room, covering construction consulting, planning and design, integrated construction Green data center full life cycle services such as test certification and operation and maintenance management. At present, the projects served include Lihe newspaper big data center, China Merchants Securities Co.Ltd(600999) data center, Nanfang fund data center, Shandong Weifang Municipal Government cloud computing data center, Dongguan mingqitong data center, Tencent Pingshan data center, Guangdong Hong Kong water supply data center ZTE Wangxin Jiangsu cloud computing data center, etc.
This week, the capital invested 116 million yuan to increase the position of Shenzhen Das Intellitech Co.Ltd(002421) nearly 30 million shares, and the shareholding increased from 16.45 million shares at the end of last week to 46 million shares. The increase in position was as high as 180%, accounting for 1.6% of the tradable shares, all of which were at the forefront of the increase list this week. However, it should be noted that previously Shenzhen Das Intellitech Co.Ltd(002421) predicted a net profit loss of 415-590 million yuan in 2021.
The market turmoil has been rising sharply, and the Baijiu board, which is still high in valuation, is again the target of selling the capital on the north. Kweichow Moutai Co.Ltd(600519) this week, the capital going north sold more than 3 billion yuan, and the position fell to 86.89 million shares, the lowest in nearly four years since May 2018, and the market value of shares also fell to 153.3 billion yuan, the lowest in nearly half a year. More than 120 million shares were held during the peak period, and nearly 30% of the positions have been reduced, with a total cash out of more than 60 billion yuan. Wuliangye Yibin Co.Ltd(000858) , Luzhou Laojiao Co.Ltd(000568) and others were also significantly reduced by funds going north this week.
