After the beginning of the “Russia Ukraine conflict”, geopolitical risks intensified. Affected by this, A-Shares fluctuated downward and market sentiment cooled. Today (the 9th), the three major indexes are in a deep V-shaped trend. In terms of sectors, precious metals, photovoltaic, green power and other sectors strengthened, with a net outflow of foreign capital of 10.9 billion yuan throughout the day. So far, the cumulative net outflow of foreign capital in the year of the tiger is 21.663 billion yuan. Let’s take a look at the northbound funds known as “smart money” and which companies have increased or decreased their holdings in the year of the tiger.
In terms of individual stocks, since the year of the tiger, 17 companies have received foreign capital holdings of more than one billion yuan, of which Zijin Mining Group Company Limited(601899) was the first, with a net inflow of 5.905 billion yuan. Followed by Sungrow Power Supply Co.Ltd(300274) (RMB 3.947 billion), China Yangtze Power Co.Ltd(600900) (RMB 2.353 billion), Nari Technology Co.Ltd(600406) (RMB 1.452 billion), and Industrial Bank Co.Ltd(601166) (RMB 1.406 billion). In addition, there are 13 companies that have received a reduction of more than one billion foreign capital, among which the top five companies are Contemporary Amperex Technology Co.Limited(300750) (6.877 billion yuan), Kweichow Moutai Co.Ltd(600519) (4.094 billion yuan), Ping An Insurance (Group) Company Of China Ltd(601318) (3.1 billion yuan), Wuliangye Yibin Co.Ltd(000858) (2.404 billion yuan), Yunnan Energy New Material Co.Ltd(002812) (2.074 billion yuan)
In terms of industries, foreign capital mainly flows into non-ferrous metals (9.933 billion yuan), public utilities (4.283 billion yuan), transportation (3.705 billion yuan), and out of food and beverage (- 6.917 billion yuan), computer (- 5.304 billion yuan) and automobile (- 4.773 billion yuan).
Russia and Ukraine believe that the increase of foreign investment has led to the escalation of the photovoltaic market. Affected by the “conflict between Russia and Ukraine”, the transaction volume, turnover rate and financing purchase amount of A-Shares fell in the recent week. During this period, while continuing to increase the position of the cycle sector, foreign capital has significantly increased its holdings in the growth styles of power equipment and electronics. Structurally, in the recent week, the northbound capital increased photovoltaic and reduced electric vehicles, of which Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) were greatly increased, while Byd Company Limited(002594) , Contemporary Amperex Technology Co.Limited(300750) were greatly reduced.
