On Thursday morning, the three major indexes of A share were all red, Baijiu and brokerage stocks continued to grow.

Northbound funds continued to flow into A-Shares in early trading, with a half day net purchase of more than 10 billion yuan, which had been a net inflow for 6 consecutive days. Data show that from December 1 to December 8, the total net inflow of northbound funds reached 33.273 billion yuan.

Baijiu and financial stocks erupted in

In early trading today, the large financial sector made a strong upward attack, and brokerage stocks rose again. As of midday closing, Chinalin Securities Co.Ltd(002945) achieved second consecutive board, Zheshang Securities Co.Ltd(601878) limit, and Caida Securities Co.Ltd(600906) , Southwest Securities Co.Ltd(600369) , Boc International (China) Co.Ltd(601696) were among the top gainers.

In the banking sector, Bank Of Ningbo Co.Ltd(002142) rose by more than 3%, followed by China Merchants Bank Co.Ltd(600036) , Ping An Bank Co.Ltd(000001) , Bank Of Chongqing Co.Ltd(601963) .

Brokerage stocks have been performing for many days. From December 1 to today's noon closing, the brokerage index rose in six days in seven trading days, with an overall increase of more than 7%. In terms of individual stocks, the monthly increase of China Industrial Securities Co.Ltd(601377) was more than 16%, and the monthly increase of Gf Securities Co.Ltd(000776) was also more than 10%.

Market participants believe that at the end of the year and the beginning of the year, the market as a whole is expected to get out of the cross-year market, prompting the overall rise of brokerage stocks, and the landing of RRR has further improved the market's preference for cyclical sectors such as finance and real estate, and brokerage stocks are also expected to benefit.

Zhang Qiyao, chief strategist of China Industrial Securities Co.Ltd(601377) said that during the "cross year market" or "spring agitation" of the calendar wheel in the past decade, the brokerage sector was basically not absent. At present, the market's allocation position for the securities sector is still not high. With the interpretation of the cross-year market, securities companies are expected to become an important direction of excess returns in the market game.

Today's bright spot Baijiu continued strong, Kweichow Moutai Co.Ltd(600519) continued to rise over 2%, the stock price close to 2100 yuan pass; Anhui Kouzi Distillery Co.Ltd(603589) rose by the limit, Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) rose by more than 5%, and Jiangsu King'S Luck Brewery Joint-Stock Co.Ltd(603369) , Wuliangye Yibin Co.Ltd(000858) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) followed.

It is worth noting that the north also bought a large net share of Baijiu yesterday, of which Kweichow Moutai Co.Ltd(600519) and Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) were net purchases of 1 billion 624 million yuan and 1 billion 25 million yuan respectively.

Fan Jinsong, chief researcher of Sino Thai food and beverage industry, said that at present, the leaders of the food and beverage sub industry are trying to raise prices, and the price increase of high-grade wine is also expected to be strong. With the recovery of terminal price and the conduction of price increase, it is expected to realize the double resonance of price cycle and inventory cycle (from de inventory to inventory increase cycle) in 2022, and the performance is expected to accelerate growth.

half day net inflow of northbound funds exceeds 10 billion yuan

increased holdings in consumer and financial sectors

Since the fourth quarter, northbound funds have been buying more and selling less. After entering December, it has continuously shown a net inflow. From December 1 to December 8, northbound funds bought net for six consecutive trading days, with a total net purchase amount of more than 33.272 billion yuan.

In early trading today, the buying strength of northbound funds was further increased. As of noon closing, the net inflow of northbound funds exceeded 10 billion yuan.

From the perspective of industry, since December, the industries in which northbound funds mainly increased their holdings are consumption, finance and information technology. According to the data, the top five companies with increased capital holdings in the north in recent 7 days are Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China Merchants Bank, Gigadevice Semiconductor (Beijing) Inc(603986) , East Money Information Co.Ltd(300059) .

Citic Securities Company Limited(600030) believes that the net inflow of foreign capital next year will continue to increase compared with this year. As the allocation of overseas equity funds in A-Shares is still low, before the RMB exchange rate is stable and no new index is included, the net inflow of northbound funds is expected to be 400 billion yuan in 2022, a slight increase compared with 350 billion yuan in 2021.

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(Shanghai Securities News)