The three major A-share indexes fluctuated lower this week. The Shanghai index fell 1.13%, the Shenzhen index fell 0.35% and the gem index rose 1.03%. However, the popularity of the disk has warmed up, and the transaction volume of the two cities is more than trillion yuan.
According to 21 INVESTMENT smart monitoring, the cumulative net sales of northbound funds this week were 6.413 billion yuan, net sales for two consecutive weeks. Among them, the Shanghai Stock connect sold a net 5.269 billion yuan and the Shenzhen Stock connect sold a net 1.144 billion yuan.
Yuesheng wealth management said that in the five trading days of this week, Beijing capital had two days of net inflow and three days of net outflow, with a total net outflow of 6.4 billion yuan throughout the week. Beijing capital has shown a net outflow trend for two consecutive weeks, which is the first time since the fourth quarter of last year. In March, the quarterly adjustment results of FTSE Russell officially took effect. It is expected that the passively allocated northern capital will flow into the A-share market.
increase holdings in power industry and decrease holdings in brewing industry
In terms of net purchase amount, northbound capital increased its holdings in 45 industries, among which the power industry ranked first, with a net purchase amount of 1.676 billion yuan, followed by the coal industry, with a net purchase of 1.602 billion yuan.
On Friday, power stocks set off a wave of limit trading, in which Shenyang Jinshan Energy Co.Ltd(600396) ( Shenyang Jinshan Energy Co.Ltd(600396) . SH) and Ningbo Energy Group Co.Ltd(600982) ( Ningbo Energy Group Co.Ltd(600982) . SH) recorded two consecutive boards.
In terms of news, on February 24, the national development and Reform Commission issued the notice on further improving the coal market price formation mechanism to guide the coal price to return to a reasonable range and improve the coal and electricity price transmission mechanism. It is proposed to guide the price of coal and electricity to be mainly formed through medium and long-term transactions. It is encouraged to reasonably set the terms linking the on grid price and the medium and long-term transaction price of coal in the medium and long-term electricity transaction contract, so as to effectively realize the transmission of coal and electricity prices.
Northbound capital reduced its holdings in 55 industries, of which the brewing industry was the largest, with a net sales amount of 3.621 billion yuan, followed by the insurance industry, with a net sales of 3.477 billion yuan.
net purchases Zijin Mining Group Company Limited(601899) 1.252 billion yuan, net sales Kweichow Moutai Co.Ltd(600519) 3357 billion yuan
In terms of individual stocks, northbound capital net purchases Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) . SH), Shaanxi Coal Industry Company Limited(601225) ( Shaanxi Coal Industry Company Limited(601225) . SH), Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) . SZ), China Three Gorges Renewables (Group) Co.Ltd(600905) ( China Three Gorges Renewables (Group) Co.Ltd(600905) . SH) ranked first.
Among them, Zijin Mining Group Company Limited(601899) was bought in net amount of 1.252 billion yuan, Shaanxi Coal Industry Company Limited(601225) was bought in net amount of 829 million yuan, Contemporary Amperex Technology Co.Limited(300750) was bought in net amount of 816 million yuan, Sungrow Power Supply Co.Ltd(300274) was bought in net amount of 808 million yuan, China Three Gorges Renewables (Group) Co.Ltd(600905) was bought in net amount of 732 million yuan.
The net sales of northbound funds are Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH), Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) . SH), Zhejiang Yongtai Technology Co .Ltd(002326) ( Zhejiang Yongtai Technology Co .Ltd(002326) . SZ), Ping An Bank Co.Ltd(000001) ( Ping An Bank Co.Ltd(000001) . SZ), Guangzhou Tinci Materials Technology Co.Ltd(002709) ( Guangzhou Tinci Materials Technology Co.Ltd(002709) . SZ).
Among them, Kweichow Moutai Co.Ltd(600519) was sold net of RMB 3.357 billion, Ping An Insurance (Group) Company Of China Ltd(601318) was sold net of RMB 2.508 billion, Zhejiang Yongtai Technology Co .Ltd(002326) was sold net of RMB 1.154 billion, Ping An Bank Co.Ltd(000001) was sold net of RMB 979 million, Guangzhou Tinci Materials Technology Co.Ltd(002709) was sold net of RMB 749 million.
