There are still two last days before the time window of December 31, and the market in 2021 is coming to an end. According to the data, since the beginning of this year, the northward capital has wildly allocated 418.8 billion yuan to additional A shares, breaking the net purchase record of 351.7 billion yuan in 2019, setting a new high since the opening of the Shanghai Stock connect. So, what are the top ten positions of “smart money” in 2021?
According to the market value of northbound holdings at the end of each month, Kweichow Moutai Co.Ltd(600519) has always been the most favored company by foreign investors, ranking first in positions in each month of 2021. The data show that on January 31, foreign capital held Kweichow Moutai Co.Ltd(600519) 210.1 billion yuan. By December 28, the market value of “one brother” held by the North changed to 191.7 billion yuan, and the market value of positions changed by – 8.76%. During this period, the total stock holdings decreased by about 14.68 million shares, with a change ratio of about – 14.07%. So far, Kweichow Moutai Co.Ltd(600519) has achieved an increase of 3.11% this year.
In addition, in addition to the “stock king”, Midea Group Co.Ltd(000333) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Ping An Insurance (Group) Company Of China Ltd(601318) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Wuliangye Yibin Co.Ltd(000858) , China Merchants Bank Co.Ltd(600036) , China Tourism Group Duty Free Corporation Limited(601888) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Bank Co.Ltd(000001) , Longi Green Energy Technology Co.Ltd(601012) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , China Yangtze Power Co.Ltd(600900) these 13 companies all appear in the top ten positions of “smart money” every month. Among them, Contemporary Amperex Technology Co.Limited(300750) has the best performance, with an increase of 64% since the beginning of the year, ranking the first in the increase. At the same time, it has jumped from the ninth place of heavy position to the second place so far in the year.
However, the heavy position of foreign capital is not equivalent to a sharp rise in share prices. Among the top ten A-Shares listed above, Jiangsu Hengrui Medicine Co.Ltd(600276) (- 46.34%), Ping An Insurance (Group) Company Of China Ltd(601318) (- 39.52%), Gree Electric Appliances Inc.Of Zhuhai(000651) (- 36.74%) and other stocks have actually had a poor performance this year. Let’s take a video to see the change of top 10 positions at the end of each month in 2021.
