This week (February 28 – March 4), the A-share market continued to suffer from the impact of the situation in Russia and Ukraine on the global market. However, the capital going north took the lead in ending the outflow of the first two weeks and began to actively copy the bottom of the A-share market, with a total net purchase of 4.275 billion yuan throughout the week. According to the market, Shanghai is strong and Shenzhen is weak again. The Shanghai Hong Kong stock connect has obtained a net purchase of 5.035 billion yuan, and the Shenzhen Stock connect has been sold for 750 million yuan, which is the fifth consecutive week.
(this week, Beishang capital net bought the top 10 stocks with more than 100 million yuan)
The conflict between Russia and Ukraine has led to drastic fluctuations in the international crude oil market. European countries have re examined the new energy planning, and the global new energy construction is expected to accelerate. Photovoltaic, wind energy and other sectors are sought after by funds going north. The electrical equipment industry received a net purchase of more than 3.5 billion yuan this week, far ahead of other industries; In addition to crude oil, the prices of non-ferrous metals have also soared one after another. Lun aluminum and Lun tin have repeatedly hit record highs. The prices of Lun copper and Lun zinc are also near the highest point in history. The price of gold has also changed one after another. Northbound funds have made a significant net purchase of more than 2.2 billion yuan in the non-ferrous metal industry this week. The public utilities and electronics industries also received a net purchase of more than 1 billion yuan, and the transportation, real estate, steel and other industries also received an increase of more than 100 million yuan.
After the Spring Festival, the market continued to be weak, and the trading volume was less than trillion yuan, which was far from the end of last year. Therefore, securities companies and insurance stocks were under pressure. The non bank financial industry was sold more than 2.7 billion yuan by funds going north, which was the only industry with a net sales of more than 2 billion yuan this week; Affected by the Spring Festival holiday, automobile sales fell sharply month on month in February, which was lower than market expectations. Therefore, the automobile industry was also sold by northbound funds for more than 1.6 billion yuan this week. In addition, chemical industry, agriculture, forestry, animal husbandry and fishery, medicine and biology and other industries were also reduced by more than 100 million yuan this week.
Benefiting from the rise in the price of non-ferrous metals, Zijin Mining Group Company Limited(601899) performance has also increased significantly. It is expected that the net profit will reach a record of about 15.6 billion yuan in 2021, an increase of 139.67% year-on-year. Recently, Zijin Mining Group Company Limited(601899) also announced an ambitious capacity improvement plan for kamoa kakura copper mine, which plans to increase the design capacity of phase I and phase II from 7.6 million tons / year to 9.2 million tons / year, with an annual output of more than 450000 tons of copper, becoming the fourth largest copper producing mine in the world. In 2021, the copper of kamoa kakula copper mine will be about 106000 tons, and it is planned to produce 29 Digital China Group Co.Ltd(000034) 0000 tons of copper in 2022.
In addition, Zijin Mining Group Company Limited(601899) tentacles also extend to the new energy industry. This week, Fuda Zijin Hydrogen Energy Technology Co., Ltd. was established. The equity penetration of enterprise investigation shows that the company is jointly held by Fuzhou University Asset Management Co., Ltd. Beijing Sanju Environmental Protection & New Materials Co.Ltd(300072) , Zijin Mining Group Company Limited(601899) . The business scope includes R & D of emerging energy technology, R & D of new material technology, sales of new energy prime mover equipment, etc.
Zijin Mining Group Company Limited(601899) after the Spring Festival, the position has been increased significantly in other trading days except for only two trading days in the four weeks since the festival. This week, the net purchase was RMB 10.77, which was the largest net purchase of stocks again, with a total increase of 95.53 million shares. Since the Spring Festival holiday, northbound capital has accumulatively increased its holdings of Zijin Mining Group Company Limited(601899) up to 457 million shares Yunnan Aluminium Co.Ltd(000807) , Hoshine Silicon Industry Co.Ltd(603260) , Sinomine Resource Group Co.Ltd(002738) , Shandong Nanshan Aluminium Co.Ltd(600219) and other non-ferrous industries also received a capital increase of more than 100 million yuan.
European energy has soared one after another in the conflict between Russia and Ukraine. In order to get rid of the of Russian energy, the German government announced this week that it plans to accelerate the expansion of wind energy and Cecep Solar Energy Co.Ltd(000591) infrastructure, and achieve the goal of 100% renewable energy power supply 15 years ahead of schedule (to 2035). It is planned to increase the power generation capacity of onshore wind energy and Cecep Solar Energy Co.Ltd(000591) facilities by about three times, and the offshore wind power generation capacity will more than double.
Subsequently, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) said on the investor interaction platform that the company has subsidiaries in Germany to continuously improve its market development, marketing and service capabilities Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) has long been engaged in system products in the field of new energy power, involving the conversion of new energy power supply equipment, energy storage conversion, energy management, etc.
Northbound capital spent 263 million yuan this week to increase its position of Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) more than 610000 shares, and its position increased from 450000 shares at the end of last week to 1.06 million shares, with an increase of more than double. Financiers also bought a net 26.34 million yuan this week. Driven by funds, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) once bucked the trend and soared by more than 10% this week, with its share price rising to 400 yuan, a new high after the Spring Festival Sungrow Power Supply Co.Ltd(300274) , Longi Green Energy Technology Co.Ltd(601012) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Ming Yang Smart Energy Group Limited(601615) and other new energy sectors also received an increase of more than 100 million yuan in capital from the north this week.
