After the outflow of northward funds in the previous week, the northward funds returned to net inflow this week.
The data showed that this week’s northward capital was similar to the Shanghai index, showing a trend of first strengthening and then restraining, with a cumulative net inflow of 4.274 billion yuan. In addition to the inflow of RMB 2.047 billion and RMB 3.276 billion in the first two trading days, there were significant net inflows and outflows in the following days.
From the change of shareholding ratio of northbound funds this week, the largest proportion of northbound funds to increase positions this week is Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , with an increase ratio of 1.52%; Among the top ten stocks with increased positions, Jiangsu Goodwe Power Supply Technology Co.Ltd(688390) and Kbc Corporation Ltd(688598) of Kechuang board were increased by 0.99% and 0.89% respectively, and both have photovoltaic concept
It is worth noting that Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , which has the largest proportion of capital increase in the north this week, has obtained the increase in the north for three consecutive weeks, and the share price has almost halved from the highest point of 51.81 yuan.
Dongxing Securities Corporation Limited(601198) said that the new energy market is developing rapidly and Nanjing Chervon Auto Precision Technology Co.Ltd(603982) has been working in this field for several years, which has a first mover advantage over its friends. With the rapid development of the new energy industry, the relevant aluminum die casting products for electric vehicles are still in the process of upgrading, providing more opportunities for Chinese suppliers who have accumulated in this field for many years. In 2013, the company cooperated with Siemens to develop electric drive related businesses. Its first mover advantages are mainly reflected in: (1) it has nearly 10 years of experience in R & D and mass production of new energy products; (2) It has a deep foundation for cooperation with internationally renowned Tier1 in new energy products, endorsing the company’s ability to obtain new orders. The company has planned the capacity construction of new energy products in Ma’anshan, Nanjing and Hungary. It is estimated that the new energy output value of Ma’anshan factory will be 430 million and that of Nanjing new energy production base will be 520 million.
Among the stocks with a large proportion of capital reduction in the north this week, once the leader of cro concept Shanghai Medicilon Inc(688202) was reduced the most, with a reduction ratio of 1.63% Guangxi Liugong Machinery Co.Ltd(000528) , Hunan New Wellful Co.Ltd(600975) , Bluefocus Intelligent Communications Group Co.Ltd(300058) , etc. followed closely.
