A total of 97 shares have been net purchased by institutional funds since December, and 5 shares have been net purchased by institutional funds of more than 100 million yuan.

According to China Central Television News, it was learned from Tianjin epidemic prevention and control headquarters on the 13th that Tianjin Center for Disease Control and prevention sequenced and sequenced the whole genome of covid-19 virus in respiratory specimens of asymptomatic people infected with covid-19 virus imported from outside Tianjin on December 9, which was reviewed by China Center for Disease Control and prevention, The Omicron variant of covid-19 virus (b.1.1.529 evolutionary branch) was confirmed. It is reported that this is the first discovery of the Omicron variant of covid-19 virus in China.

Previously, Wu Liangyou, deputy director of the disease control bureau of the National Health Commission, said recently that it still needs to be further observed whether the Omicron mutant has stronger transmission and immune escape risk than the delta mutant. Omicron mutant does not affect the sensitivity and specificity of existing nucleic acid detection reagents in China. Moreover, China's surveillance system has the ability to detect the imported cases of Omicron mutant in time.

The Omicron mutant has recently spread widely around the world. On the 13th local time, British health secretary Javed said that the Omicron strain accounted for 20% of the new cases in England and more than 44% of the new cases in London. It will become the main epidemic strain in the British capital in the next 48 hours.

Earlier, researchers from Israel's Sheba Medical Center and the central Virology Laboratory of the Ministry of Health said that they found that the booster vaccine of Pfizer and biontech could well prevent serious diseases caused by the new variant of Omicron, while those who did not receive the third vaccine were very vulnerable.

The news also stimulated the market, with US stocks and anti epidemic stocks rising. As of the latest closing, the three major US stock indexes fell collectively, with the Dow down 0.89%, the NASDAQ down 1.39% and the S & P 500 down 0.91%. Several anti epidemic stocks rose against the market. Biontech rose more than 11%, closed up 7.97%, Moderna rose more than 5%, Pfizer pharmaceutical rose 4.62% and Novax pharmaceutical rose 1.5%.

institutional funds rush to raise mechanical equipment shares

According to the statistics of the securities times and databao, since December, institutions have appeared on the dragon and tiger list of 168 stocks. According to the disclosure, the recent transactions of institutional funds are more cautious. Statistics show that since December, institutional funds have net purchased 97 shares, with a total of 649 million yuan, of which 5 shares have been net purchased by institutional funds of more than 100 million yuan, including Circuit Fabology Microelectronics Equipment Co.Ltd(688630) , Huaneng Power International Inc(600011) , Shanghai International Port (Group) Co.Ltd(600018) , Avary Holding (Shenzhen) Co.Limited(002938) , Miracle Automation Engineering Co.Ltd(002009) .

Circuit Fabology Microelectronics Equipment Co.Ltd(688630) recently obtained the highest net purchase of institutional funds. It was disclosed on the Dragon Tiger list on December 3 that a total of two institutional seats were listed, with a total net purchase of 153 million yuan. The company's share price fluctuated greatly recently. The share price rose rapidly by more than 30% from December 2 to 3, and then retreated slightly. It has fallen by 16.61% since last Monday.

Huaneng Power International Inc(600011) on December 3, the dragon and tiger list disclosed that the company obtained three institutional seats to buy and one institutional seat to sell, with a total net purchase of 144 million yuan. The company is one of the largest listed power generation companies in China. Recently, the power sector has been active, and individual stocks have continued to rise. Since December, Huaneng Power International Inc(600011) has increased by 40.9%.

Since December, institutional funds have focused on the manufacturing industry with growth attributes. Previously, the central economic work conference mentioned the need to improve the core competitiveness of the manufacturing industry and stimulate the emergence of a large number of specialized and special new enterprises. The number of Companies in the mechanical equipment industry ranks first in specialized and special new enterprises. Individual stocks are obviously favored by institutional funds, with a total of 15 net purchases. In addition, there are higher net purchases of individual stocks in the electronics, pharmaceutical and biological industries. In the mechanical equipment industry, Circuit Fabology Microelectronics Equipment Co.Ltd(688630) , Miracle Automation Engineering Co.Ltd(002009) , Sijin Intelligent Forming Machinery Co.Ltd(003025) won the top net purchase of main funds.

From the market point of view, the individual stocks net purchased by institutions this month generally rose more or fell less, 14 stocks rose by more than 30%, and 3 of the falling stocks retreated by more than 20%. Qiming Information Technology Co.Ltd(002232) this month's increase ranks first, with a cumulative increase of 99.12% since the beginning of the month. Individual stocks have harvested 7 trading boards in nearly 10 trading days, which is one of the most powerful stocks in addition to new shares in the near future. The continuous rise of individual stocks may be related to a policy in the automotive industry. Since January 1, 2022, all newly produced passenger cars in China are required to be equipped with EDR, Qiming Information Technology Co.Ltd(002232) is the leading enterprise in the field of EDR.

two funds buy these shares at the same time

According to the statistics of data treasure, in the past two weeks, funds going north appeared on the dragon and tiger list of 51 stocks, with a total net purchase of 892 million yuan. Different from institutions, northbound capital purchase is relatively strong, Ningbo Tuopu Group Co.Ltd(601689) , Chengxin Lithium Group Co.Ltd(002240) obtained net northbound capital purchase of 530 million yuan and 415 million yuan respectively.

Ningbo Tuopu Group Co.Ltd(601689) received the most net purchases from northbound funds. The company recently fell into Tesla recall, and its share price fell continuously. Since this month, it has fallen by 23.82%. After hours data show that northbound capital recently increased its position Ningbo Tuopu Group Co.Ltd(601689) against the market, adding a total of 10759600 shares this month, accounting for 0.98% of its circulating a shares.

According to the statistics of databao, according to the data disclosed in the dragon and tiger list, only 11 shares were net purchased by two funds at the same time this month, and the total net purchase amount of Chengxin Lithium Group Co.Ltd(002240) , Navinfo Co.Ltd(002405) , Cecep Solar Energy Co.Ltd(000591) ranked first.

Chengxin Lithium Group Co.Ltd(002240) the trading limit was raised on December 10, and the net purchase of Shenzhen Stock connect and institutional funds was obtained at the same time. The company recently said on the investor Q & a platform that according to the company's preliminary planning, the designed capacity of sabixing Lithium Tantalum project is expected to be 900000 tons / year of ore processing capacity and about 200000 tons of lithium concentrate per year. It is expected that the mine will be completed and put into operation by the end of 2022 or early 2023. After the sabixing lithium project is put into operation, the self-sufficiency rate of lithium ore supply of the company can be greatly improved.

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(data treasure)