Financing customers and northbound funds jointly increase their positions and uncover the secrets of stocks.

extreme weather or affect the annual performance of the enterprise

The Central Meteorological Observatory issued a blue warning of cold wave and a yellow warning of sea gale on the 26th. At the same time, it also issued a yellow warning of blizzard. It is expected that this cold wave will not only bring some inconvenience to people’s daily life, but also cause some losses to the production and operation of enterprises.

It was announced on Roshow Technoiogy Co.Ltd(002617) 26 that due to the extreme weather and snow in Tongliao City, Inner Mongolia, the greenhouses of photovoltaic power stations of its two subsidiaries collapsed to the same extent. At present, the company is speeding up the verification of property losses and claims with the property insurance department. The company is taking positive measures to resume normal production and operation and minimize the adverse impact of Blizzard weather on production and operation. This extreme weather is a force majeure factor, which is expected to have a certain impact on the performance of this year.

Roshow Technoiogy Co.Ltd(002617) has the core technology of manufacturing silicon carbide long crystal furnace and is considered to be the leader of the third generation semiconductor silicon carbide track in the A-share market. Silicon carbide is one of the key materials for making high-temperature, high-frequency, high-power and high-voltage devices. The new energy vehicles and 5g that burned during the year are the most important downstream application fields of silicon carbide. With this east wind, the stock rose by more than 180% from the end of April to the end of November, and has been corrected recently.

central rural work conference held

the new seed law will be implemented in March next year

The central rural work conference was held in Beijing from the 25th to the 26th, Xinhua reported. The meeting stressed the need to do a good job in grain production and important Shenzhen Agricultural Products Group Co.Ltd(000061) supply, stabilize grain area, vigorously expand soybean and oil production, and ensure that grain output will be stable at more than 1.3 trillion kg in 2022. Strengthen the mayor responsibility system of “vegetable basket”, stabilize pig production and ensure the effective supply of livestock, poultry, aquatic products and vegetables. Vigorously promote key agricultural core technologies such as seed sources, improve the R & D and application level of agricultural machinery and equipment, accelerate the development of facility agriculture, and strengthen the support of agricultural science and technology.

On December 24, the Standing Committee of the National People’s Congress adopted the decision to amend the seed law of the people’s Republic of China. After the amendment, it will further encourage breeding innovation, promote the combination of industry, University and research, add relevant provisions on substantive derived varieties, and improve the protection of variety rights. The new seed law will come into force on March 1, 2022. Previously, the Party group meeting of the Ministry of agriculture and rural areas also stressed the need to deeply implement the action to revitalize the seed industry, accelerate the replenishment of the shortcomings of agricultural machinery and equipment, and explore the establishment of a reasonable income guarantee mechanism for grain farmers.

Huaxi Securities Co.Ltd(002926) believes that the seed industry is an important basis for ensuring China’s food security. Under the background of covid-19 epidemic, the state pays more attention to the seed industry, and the seed industry business environment is expected to be further optimized. Besides, the policy of seed industry is released in the period of Spring Festival, including the No. 1 central document and the central rural work conference.

According to the statistics of securities times · data treasure, the seed industry and agricultural machinery concept stocks are mostly small and medium-sized stocks, only 8 stocks with a market value of more than 10 billion yuan, Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Shandong Denghai Seeds Co.Ltd(002041) , Estun Automation Co.Ltd(002747) are more than 20 billion yuan, and only Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) with a market value of more than 50 billion yuan. This stock is also a high pullback stock during the year, with a pullback degree of 53.33%; Estun Automation Co.Ltd(002747) , Xinjiang Machinery Research Institute Co.Ltd(300159) , Qingdao Choho Industrial Co.Ltd(003033) retreated more than 40%.

Compared with agricultural machinery stocks, the recent trend of seed industry stocks is better. The latest price of Shandong Denghai Seeds Co.Ltd(002041) is only 2.25% from the year’s high, and the retreat of Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Wanxiang Doneed Co.Ltd(600371) , Zhongnongfa Seed Industry Group Co.Ltd(600313) is about 10%.

financing and northbound capital focus on adding 28 shares

According to data treasure statistics, as of December 23, the financing balance of Shanghai and Shenzhen stock markets totaled 1.72 trillion yuan, a slight decrease of 3.02 billion yuan compared with the beginning of the month. Among them, the balance of Shanghai stock market is 910.955 billion yuan and that of Shenzhen stock market is 812.978 billion yuan.

In terms of Shenwan industry, in December, food and beverage and public utilities ranked first in terms of net financing purchases, with 3.236 billion yuan and 2.221 billion yuan respectively; The industries with more financing departures are nonferrous metals, electronics and building materials , with net sales of 3.512 billion yuan, 2.443 billion yuan and 1.172 billion yuan respectively.

In terms of individual stocks, a total of 1268 shares were net purchased by financing, of which 151 shares were net purchased by more than 100 million yuan. Wuliangye Yibin Co.Ltd(000858) , Shanxi Meijin Energy Co.Ltd(000723) all received more than one billion, with net purchases of 1.255 billion yuan and 1.194 billion yuan respectively; Since then, the net financing purchase amount of Yongxing Special Materials Technology Co.Ltd(002756) , Weichai Power Co.Ltd(000338) , Beijing Dabeinong Technology Group Co.Ltd(002385) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Shede Spirits Co.Ltd(600702) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) has been more than 500 million yuan.

Many financing net purchases of shares have also been favored by northbound funds. According to the statistics of data treasure, there are 28 stocks with a net financing purchase amount of more than 100 million yuan and more than 5 million shares in the north. it is obvious that the financiers and northbound funds reached an agreement on the power and securities sectors in December, and both increased their positions by 5 shares ; The food and beverage and banking industries have also received some attention. Northbound invested heavily in 137 million shares of Boe Technology Group Co.Ltd(000725) and more than 60 million shares of Shandong Nanshan Aluminium Co.Ltd(600219) , Haier Smart Home Co.Ltd(600690) , Yonyou Network Technology Co.Ltd(600588) .

According to the statistics of data treasure, the 28 stocks with key positions of financing and northward funds performed strongly in the month, with an average increase of 9.93%, outperforming the Shanghai index in the same period. The cumulative gains of Huaneng Power International Inc(600011) , Jilin Electric Power Co.Ltd(000875) , Jinneng Holding Shanxi Electric Power Co.Ltd(000767) 3 power stocks were among the top, 61.51%, 33.47% and 30.32% respectively; Only 6 shares were callback within 6 months, Hengtong Optic-Electric Co.Ltd(600487) , Keda Industrial Group Co.Ltd(600499) , Ningbo Tuopu Group Co.Ltd(601689) , Sungrow Power Supply Co.Ltd(300274) callback range exceeded 10%.

main dynamic

List of industries and individual stocks with a net sales of more than 10 billion in which northbound funds escaped for four consecutive days (list)

The stock price fluctuates sharply, but the new energy industry chain remains hot. This company has attracted more than 200 institutions for research!

This kind of investment is on fire! Nearly 80% of the public raised 120 billion yuan to make money!

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(data treasure)