According to the statistics of data treasure of the securities times, the cumulative turnover of funds going north this week was 589.77 billion yuan, and the net purchase of was 15.117 billion yuan , of which the total net purchase of Shanghai Stock connect was 11.57 billion yuan and that of Shenzhen Stock connect was 3.547 billion yuan. Compared with last week, the net inflow of Shanghai Stock connect changed from negative to positive, and the buying strength of Shenzhen Stock connect decreased.
northbound capital continuously reduced its holdings in the leisure service sector
This week, there were 16 industries with month on month increase in capital holdings and 12 industries with month on month decrease. the building decoration industry was favored by northbound capital, with the largest month on month increase of . Northbound capital recently held 3.286 billion shares in the industry, an increase of 6.43% over the weekend. Public utilities, national defense and military industry, chemical industry and other industries also led the month on month growth. In terms of the net increase in shareholding, public utilities received the most net purchases of funds going north, with a total of 255 million shares.
Recently, the “double carbon” policy has been intensively introduced, and the public utility industry is expected to benefit significantly. On November 24, the Shenzhen Reform Commission deliberated and adopted the guiding opinions on accelerating the construction of a national unified power market system. On the same day, the State Grid officially issued the inter provincial power spot trading rules (for Trial Implementation) in accordance with the requirements of the national development and Reform Commission and the national energy administration. In addition, the opinions on deepening the battle of pollution prevention and control was officially released.
This week the iron and steel industry reduced its positions most significantly, with a reduction range of 3.73% . Previously, the mining industry had increased its positions for six consecutive weeks. Other industries with more position reduction also include agriculture, forestry, animal husbandry and fishery, light industry manufacturing, etc. In the long term, the construction materials industry has been continuously reduced by funds going north, and its shareholding has decreased for 13 consecutive weeks, with the latest holding of 1.567 billion shares. In addition, the real estate industry has continuously reduced its position, and its shareholding has decreased for seven consecutive weeks.
Affected by the new mutated virus, there are uncertain factors in the market’s expectation of covid-19 epidemic control, resulting in a significant decline in the valuation of the leisure service industry. The recovery of the tourism industry has ushered in the test of the epidemic again, and the subdivided fields such as catering and hotels have also been affected to a certain extent. northbound capital has reduced its holdings in the leisure service industry for six consecutive weeks, during which the industry index fell 16.6%.
northbound funds bought several semiconductor concept stocks
Data treasure statistics show that a total of 39 stocks were on the list this week, with active transactions. In terms of industries, among the listed stocks, the turnover of electrical equipment, food and beverage, electronics and non-ferrous metal industries exceeded 10 billion yuan, the electronics industry received the most net purchases, totaling 3.177 billion yuan, and the food and beverage sold the most, totaling 1.665 billion yuan.
The largest turnover is Kweichow Moutai Co.Ltd(600519) , with a cumulative turnover of 11.111 billion yuan this week; Followed by Contemporary Amperex Technology Co.Limited(300750) , with a cumulative turnover of 11.064 billion yuan; There are also Wuliangye Yibin Co.Ltd(000858) , Byd Company Limited(002594) , China Merchants Bank Co.Ltd(600036) with high transaction amount.
According to the statistics of net purchase and sale amount, among the individual stocks on the list this week, 22 stocks were net purchases, the highest net purchase amount was Contemporary Amperex Technology Co.Limited(300750) , and the net purchase amount this week was 2.27 billion yuan , followed by Gigadevice Semiconductor (Beijing) Inc(603986) , Wuxi Apptec Co.Ltd(603259) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , with net purchases of 2.999 billion yuan, 3.207 billion yuan and 2.761 billion yuan respectively. Among the net sales of individual stocks, the highest net sales amount is Kweichow Moutai Co.Ltd(600519) , with a net sales of 1.3 billion yuan this week.
Among the top stocks in net purchases, Gigadevice Semiconductor (Beijing) Inc(603986) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Will Semiconductor Co.Ltd.Shanghai(603501) are semiconductor concept stocks. Among semiconductor stocks, Gigadevice Semiconductor (Beijing) Inc(603986) led the gains this week, with a cumulative increase of 16.12%. On December 1, Gigadevice Semiconductor (Beijing) Inc(603986) quickly raised the trading limit after opening. The day before the trading limit, Gigadevice Semiconductor (Beijing) Inc(603986) released the estimated amount of related party transactions for 22 years, of which the private brand procurement OEM is expected to be 860 million (189 million actually occurred from January to November of 21), a significant increase year-on-year. Guosheng Securities said that the significant increase in OEM procurement means that the customer progress and sales channel of the company’s self-developed DRAM are progressing smoothly, Officially entered the explosive volume stage.
Ningbo Tuopu Group Co.Ltd(601689) late Friday diving
northbound funds bought
On December 3, the official website of the State Administration of Market Supervision announced that Tesla (Shanghai) Co., Ltd. has recalled 21599 domestic model y electric vehicles . The strength of the front and rear steering knuckles of some vehicles within the scope of this recall may not meet the design requirements due to the manufacturing reasons of the supplier. In this regard, Tesla said in an interview that was caused by problems with the parts of the supplier Ningbo top.
Affected by this news, the share price of Ningbo Tuopu Group Co.Ltd(601689) plunged on Friday afternoon. It fell to the limit near the end of the day, closing down 8.86%, and the amplitude of the whole day reached 12.46%. According to the announcement, Ningbo Tuopu Group Co.Ltd(601689) officially became Tesla’s supplier in August 2016. The “fixed point agreement” states that the company is recognized to supply lightweight aluminum alloy chassis structural parts to Tesla.
Thanks to the high momentum of the new energy vehicle industry chain in recent years, Ningbo Tuopu Group Co.Ltd(601689) share price has a sharp trend, rising from the low point of 9.07 yuan in August 2019 (former restoration of rights, the same below) to 68.06 yuan in November this year, an increase of 660% in the early two years, and the market value has soared from around 10 billion to more than 70 billion yuan.
With regard to the Tesla recall event, Ningbo Tuopu Group Co.Ltd(601689) announced on Sunday that the products involved in the recall only support model y, not other Tesla models , nor models of other customers; According to the company’s test results, the probability of defects in this batch of suspicious products is about 0.2% – 1.0%. According to the estimation of recall quantity and defect ratio, the company believes that this recall is a non major event and will not affect the annual operating performance, and this event will not affect the company’s business.
After hours data showed that northbound funds bought Ningbo Tuopu Group Co.Ltd(601689) 3541700 shares on Friday. This week, the northbound capital has accumulated a net purchase of Ningbo Tuopu Group Co.Ltd(601689) more than 490 million shares.
northward capital greatly increased the position of yellow feather broiler leader
Data treasure statistics show that in terms of the range of position increase, there are 17 with a month on month increase of more than 100% this week. The largest month on month increase of is China Marine Information Electronics Company Limited(600764) . Northbound capital recently held 2128400 shares, with a month on month increase of 334.86%; Followed by Jiangsu Toland Alloy Co.Ltd(300855) , Jinko Power Technology Co.Ltd(601778) , with a month on month increase of 272.25% and 180.89%.
In terms of market performance, Beishang capital significantly increased its position, and its equity performance was better this week, with an average increase of 5.95%, significantly outperforming the market. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) , China Marine Information Electronics Company Limited(600764) all increased by more than 20% this week, and other five stocks such as Shenzhen Weiguang Biological Products Co.Ltd(002880) , Jilin Electric Power Co.Ltd(000875) , Jinko Power Technology Co.Ltd(601778) increased by more than 10%.
Jiangsu Lihua Animal Husbandry Co.Ltd(300761) rose continuously this week, with an increase of 12.73% on Wednesday. Jiangsu Lihua Animal Husbandry Co.Ltd(300761) is the leader of yellow feather broilers in East China. According to the data of the industry association, the stock of yellow feather broilers in production parents at the end of October has been lower than that in the same period of 2018, and the trend of capacity reduction is still continuing. The profit of yellow chicken breeding may improve from next year.
Northbound capital holdings decreased significantly, including Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Hangzhou Haoyue Personal Care Co.Ltd(605009) , Col Digital Publishing Group Co.Ltd(300364) , Doushen(Beijing) Education&Technology Inc(300010) and other 6 shares. The shareholding ratio decreased by more than 50% month on month, of which Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) shareholding decreased by 62.14%. The company recently disclosed that the company’s supervisors plan to reduce the company’s shares accounting for 0.7% of the total share capital.
(data treasure)
