According to the statistics of securities times · databao, last week, the cumulative turnover of Beishang capital was 402.835 billion yuan, and the net turnover was 1.221 billion yuan, of which the total net purchase of Shanghai Stock connect was 1.12 billion yuan and the net sales of Shenzhen Stock connect was 2.341 billion yuan. Since the CSRC said last Friday that it would tighten the restrictions on mainland residents opening stock connect trading accounts in Hong Kong funded institutions in the next year, the capital trading volume of Beishang fell last week, with a small net outflow from Monday to Wednesday.
Statistics show that last week, there were 14 industries with month on month increase in capital holdings and 17 industries with month on month decrease. The agriculture, forestry, animal husbandry and fishery industry is favored by northbound funds, with the largest month on month increase. Northbound funds recently held 1.356 billion shares in the industry, with the highest month on month increase in public utilities, national defense and military industry, beauty care, computer and other industries.
The Party group of the Ministry of agriculture and rural areas held a meeting on December 21-22 to emphasize the in-depth implementation of the action to revitalize the seed industry and speed up the replenishment of the shortcomings of agricultural machinery and equipment. Among the high-quality development of agriculture, the revitalization of seed industry is one of the most important landing directions. Driven by policies, the prosperity of seed industry has been improved. This year, bulk Shenzhen Agricultural Products Group Co.Ltd(000061) prices are high, the market space for high-quality seeds is expanded, and high-quality seed varieties usher in both volume and price increases.
From the perspective of the continuity of increasing holdings, the communication industry is most favored by funds going north. The shareholding has increased for six consecutive weeks. During this period, the communication industry index has increased by 0.91%. Driven by the hot spots of the meta universe, some segments of the communication industry have risen sharply recently, such as cloud computing, optical module and 5g track. According to the statistics of data treasure, a total of 5 communication stocks increased by more than 20% this month, including Hengxin Shambala Culture Co.Ltd(300081) , Leon Technology Co.Ltd(300603) , Hangzhou Anysoft Information Technology Co.Ltd(300571) .
Last week, environmental protection, comprehensive, steel and media suffered the most share reduction from funds going north, with a month on month decrease of more than 2%, and the weekly decline of environmental protection, steel and comprehensive industry indexes ranked first. Since December, after the implementation of the comprehensive RRR reduction, it has brought great pressure to the new energy sector with high valuation. Recently, carbon neutralization and cyclical stocks have fallen, and the market has turned to large consumption and medicine again.
north capital lighten Baijiu
According to the statistics of data treasure, a total of 34 shares boarded the list of active capital transactions in the North last week. In terms of industry, among the stocks on the list, the turnover of electrical equipment, food and beverage and electronics industries exceeded 10 billion yuan, automobile stocks were the most net buyers, totaling 406 million yuan, and food and beverage were the most net sellers, totaling 2.012 billion yuan.
Many Baijiu shares in north capital were reduced. Last week, Wuliangye Yibin Co.Ltd(000858) sold the most net, which was 1 billion 465 million yuan, and the Baijiu shares such as Kweichow Moutai Co.Ltd(600519) , Luzhou Laojiao Co.Ltd(000568) and Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) were all sold in north capital.
Last week, the number of active stocks purchased by Beishang capital was small, and only Byd Company Limited(002594) , Contemporary Amperex Technology Co.Limited(300750) , China Energy Engineering Corporation Limited(601868) and other stocks received a net purchase of more than 300 million yuan. The share prices of Byd Company Limited(002594) and Contemporary Amperex Technology Co.Limited(300750) all retreated last week, falling by 3.22% and 11.42% respectively. Funds going north chose bargain hunting for layout.
northbound capital overweight stock
market performance polarization
According to the statistics of databao, there were 51 shares with a month on month increase of more than 100% last week. From the number of shares increased, Tangrenshen Group Co.Ltd(002567) obtained the highest increase of capital to go north, 13.9557 million shares, and Ningxia Zhongyin Cashmere Co.Ltd(000982) , Tecon Biology Co.Ltd(002100) , Shouhang High-Tech Energy Co.Ltd(002665) ranked first in the number of other shares increased.
In terms of market performance, northbound capital significantly increased its positions, and the performance of stocks showed polarization last week. Four stocks increased by more than 10% last week, including Lizhong Sitong Light Alloys Group Co.Ltd(300428) , Tecon Biology Co.Ltd(002100) , Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , Tangrenshen Group Co.Ltd(002567) , and eight stocks retreated by more than 10%. Overall, last week, Beishang capital not only bought agricultural stocks and computer stocks with good market, but also increased positions for continued withdrawal of electrical equipment concept stocks and chemical stocks.
Last week, a number of stocks were greatly increased by going north, including Xi’An Chenxi Aviation Technology Corp.Ltd(300581) , Guangdong Shunkong Development Co.Ltd(003039) , Chutian Dragon Co.Ltd(003040) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Zhejiang Windey Co.Ltd(300772) .
Xi’An Chenxi Aviation Technology Corp.Ltd(300581) last week, it obtained northward capital to increase its holdings of 411000 shares. The company’s main business is R & D, production and sales of aviation electromechanical products and provision of relevant professional technical services.
There are Wisesoft Co.Ltd(002253) , Shenzhen Hifuture Information Technology Co.Ltd(002168) , Hebei Huijin Group Co.Ltd(300368) , Qingdao Topscomm Communication Inc(603421) with a large reduction in capital holdings in Beishang, and the number of shares decreased by more than 70% month on month. Wisesoft Co.Ltd(002253) fell rapidly last week after four consecutive sessions, with a cumulative decline of 20.33% in three trading days. The company’s main business includes virtual reality and augmented reality.
(Securities Times)
