This week, which started in December and ended in November, went north for a net purchase of 15.1 billion yuan.
The total net purchase in November was RMB 18.5 billion, the 14th consecutive month. In addition, as of the end of this week, the cumulative net purchase of northbound funds since this year was 358.4 billion yuan, exceeding the highest annual net purchase of 351.7 billion yuan in 2019, setting a new record, with a year-on-year net purchase of 208.9 billion yuan, an increase of more than 71%.
Technology equity was the focus of funds going north this week. Shenwan electronics industry received a net purchase of more than 3.1 billion yuan, the industry with the largest net purchase this week; The new energy industry chain is still the heart of funds going north. The electrical equipment industry received a net purchase of more than 2.5 billion yuan this week; The chemical industry also received a net purchase of more than 2.2 billion yuan, while the pharmaceutical, biological and public utility 2 industries received a net purchase of more than 1 billion yuan this week. As Baijiu shares continued to be sold substantially, the food and beverage industry sold nearly $4 billion 700 million in net sales this week. In addition, new changes in the global epidemic this week put pressure on the transportation industry, which was sold for more than 1.2 billion yuan in the whole week. This week, northward capital net bought more stocks
continue to add warehouse Contemporary Amperex Technology Co.Limited(300750)
Contemporary Amperex Technology Co.Limited(300750) this week, it still occupied the top spot in the position increase of northbound funds, with a net purchase of 1.94 billion yuan. This is the 14th consecutive week of net purchase of northbound funds since the end of August. During this period, it has increased its holdings of more than 51 million shares, the total number of positions reached more than 196 million shares, and the market value of positions also reached a record 135.2 billion yuan.
Although some market comments recently expressed concern about the P / E ratio of Contemporary Amperex Technology Co.Limited(300750) more than 150 times, securities companies and other institutions are still strongly optimistic about Contemporary Amperex Technology Co.Limited(300750) , and all recommend buying. According to the statistics of wind data, in the past six months, 55 institutions have predicted the performance of Contemporary Amperex Technology Co.Limited(300750) in 2023, and the average net profit is predicted to be RMB 21.629 billion by 2023, with an annual compound growth rate of more than 50%. Zheshang Securities Co.Ltd(601878) gives a target price of Contemporary Amperex Technology Co.Limited(300750) 837.3 yuan. According to the current trend, after Contemporary Amperex Technology Co.Limited(300750) reaches the target price, the stock market value held by northbound capital will exceed Kweichow Moutai Co.Ltd(600519) , becoming the first heavy position stock.
Covid-19 mutant virus is rampant all over the world, making pharmaceutical stocks sought after again. Wuxi Apptec Co.Ltd(603259) as the pharmaceutical stock with the largest market value of a shares, naturally received key attention. This week, it obtained a net purchase of 1.558 billion yuan from northbound capital, increased its holdings of 10.82 million shares, and its total position reached the highest in history of 217 million shares. Its market value exceeded 30 billion yuan for the first time in history, continuously exceeding Ping An Insurance (Group) Company Of China Ltd(601318) , Nari Technology Co.Ltd(600406) , becoming the 15th largest heavy position stock of northbound capital.
Unigroup Guoxin Microelectronics Co.Ltd(002049) this week, it also obtained an increase of more than 1.4 billion yuan of funds going north, the total number of positions soared by nearly 33%, and the shareholding and market value also reached a record high. In addition, Gigadevice Semiconductor (Beijing) Inc(603986) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , Haier Smart Home Co.Ltd(600690) and other more than 100 share capital weeks received a net purchase of more than 100 million yuan of funds going north.
This week, though the Wuliangye Yibin Co.Ltd(000858) price rises were good, the north capital’s intention to share the Baijiu stock was still firm, selling Kweichow Moutai Co.Ltd(600519) 16.21 billion yuan for the week, selling the most shares for the week, Wuliangye Yibin Co.Ltd(000858) was also sold for 837 million yuan, Luzhou Laojiao Co.Ltd(000568) sold 661 million yuan, and Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and Anhui Yingjia Distillery Co.Ltd(603198) were all sold over 100 billion yuan. Only Sichuan Swellfun Co.Ltd(600779) was slightly net purchased of 62.98 million yuan, Jinhui Liquor Co.Ltd(603919) was net purchased of 48.65 million yuan, and Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) was net purchased of 14.64 million yuan.
the two giants of household appliances suffered a huge reduction
From the perspective of month, the net purchase of Contemporary Amperex Technology Co.Limited(300750) 10.3 billion yuan by funds going north in November is unique. East Money Information Co.Ltd(300059) received a net purchase of 3.2 billion yuan, followed by Shenzhen Inovance Technology Co.Ltd(300124) , Goertek Inc(002241) , China Tourism Group Duty Free Corporation Limited(601888) , Yunnan Energy New Material Co.Ltd(002812) received a net purchase of more than 2 billion yuan, and 9 shares such as Ganfeng Lithium Co.Ltd(002460) , Sungrow Power Supply Co.Ltd(300274) , Shenzhen Capchem Technology.Ltd(300037) received a net purchase of more than 1 billion yuan. In November, Beishang capital increased its holdings of the top stocks in the proportion of circulating stocks
In November, Shanghai Sinotec Co.Ltd(603121) obtained a net purchase of 82.23 million yuan of northbound capital, which is not large in absolute terms, but the share price of Shanghai Sinotec Co.Ltd(603121) is low. As of Friday’s closing, it was only 11.82 yuan. In addition, the circulating share capital of Shanghai Sinotec Co.Ltd(603121) is also very small, only 119 million shares. Northbound capital increased its position Shanghai Sinotec Co.Ltd(603121) to 7.26 million shares in November, accounting for 6.1% of the circulating share capital, becoming the largest individual share with increased shares in November.
Keeson Technology Corporation Limited(603610) in November, it obtained a net purchase of 169 million yuan from going north, with an increase of more than 5.8 million shares, accounting for 3.57% of the circulating share capital. More than 10 shares such as Shanghai Chuangli Group Co.Ltd(603012) , Grinm Advanced Materials Co.Ltd(600206) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Arcsoft Corporation Limited(688088) were increased by northbound capital in November, all of which exceeded 2% of the circulating share capital.
Nanjing Chervon Auto Precision Technology Co.Ltd(603982) in November, the stock price soared by more than 62%, and the stock price hit a record high. The funds going north took the opportunity to reduce their holdings of 5.71 million shares and cash in 205 million yuan. Nanjing Chervon Auto Precision Technology Co.Ltd(603982) the circulating share capital is smaller, with only 81.72 million shares. In November, the shares reduced by northbound funds accounted for nearly 7% of the circulating share capital, becoming the largest share reduction this week. In November, Raytron Technology Co.Ltd(688002) was reduced by Beishang capital by 14.53 million shares, accounting for 6.29% of the circulating share capital, Shenzhen Desay Battery Technology Co.Ltd(000049) was reduced by 4.54% of the circulating shares, China International Capital Corporation Limited(601995) , Sinotrans Limited(601598) was reduced by 3% of the shares exceeding the circulating shares.
Gree Electric Appliances Inc.Of Zhuhai(000651) in November, it was net sold by northbound funds of more than 3.3 billion yuan, becoming the largest individual stock sold in the month, and its shareholding reached a new low in more than two years. Only one year ago Gree Electric Appliances Inc.Of Zhuhai(000651) was a good idea to go north for funds. It had a position of more than 1.2 billion shares and a market value of nearly 80 billion yuan, accounting for more than 26% of circulating shares. It was once continuously warned by the Shenzhen Stock Exchange. As of the end of this week, northbound capital reduced its position by about half, superimposed on the continuous decline of share price, and the market value of its position was only 23.4 billion yuan.
Midea Group Co.Ltd(000333) was also sold for more than 2.4 billion yuan in November, becoming a difficult brother with Gree Electric Appliances Inc.Of Zhuhai(000651) . In November, Ping An Insurance (Group) Company Of China Ltd(601318) , Nari Technology Co.Ltd(600406) , Longi Green Energy Technology Co.Ltd(601012) were also sold for more than 2 billion yuan, while China Vanke Co.Ltd(000002) , China Merchants Bank Co.Ltd(600036) , Sangfor Technologies Inc(300454) , Saic Motor Corporation Limited(600104) were sold for more than 1 billion yuan.
(E company)
