In the last week of 2021, the three major indexes closed in red. The Shanghai stock index rose 0.6% to 3639.78 points; The Shenzhen Component Index rose 1% this week to close at 14857. The gem index rose 0.78% to 3322.67 points.
In terms of the trend of the whole year, the Shanghai index rose by 4.8%, the Shenzhen Component Index rose by 2.67%, and the gem index rose by 12.02%. The annual lines of the three major indexes closed positive for three consecutive years. The main line of the double carbon policy runs through the whole year, including the direction of new energy and new energy vehicles in the high boom track, as well as the direction of cycle (steel, coal, chemical industry, etc.); Insurance, real estate and many other sectors have been adjusted.
At the same time, the inflow of northward capital accelerated in 2021, with a total of 432.170 billion yuan of additional positions in a shares, double that in 2020 and set a new historical record. The cumulative net purchase of northbound funds in December was nearly 89 billion yuan, and the monthly net purchase also hit a record high.
According to the research and judgment of Yuesheng financial management, in the medium and long term, the inflow of international funds into the A-share market is still the general trend.
From the last five trading days with northbound capital trading at the end of the year, northbound capital also net bought A-Shares for five consecutive days, with a total net purchase of 17.16 billion yuan from December 23 to 31.
increased holdings of batteries and decreased holdings of medical services
From the perspective of net purchase amount, northbound capital increased its holdings in 70 industries, of which battery ranked first, with a net purchase amount of 2.523 billion yuan, followed by photovoltaic equipment industry, with a net purchase of 2.003 billion yuan.
Northbound capital reduced its holdings in 30 industries, including medical services, with a net sales amount of 2.709 billion yuan, followed by the securities industry, with a net sales of 1.342 billion yuan.
net purchase Contemporary Amperex Technology Co.Limited(300750) 1.817 billion yuan, net sales Kweichow Moutai Co.Ltd(600519) 1.142 billion yuan
In terms of individual stocks, BEIXIANG capital net bought Contemporary Amperex Technology Co.Limited(300750) (300750. SZ), Tongwei Co.Ltd(600438) (600438. SH), Ganfeng Lithium Co.Ltd(002460) (002460. SZ), Industrial Bank Co.Ltd(601166) (601166. SH), Guangzhou Tinci Materials Technology Co.Ltd(002709) (002709. SZ), of which Contemporary Amperex Technology Co.Limited(300750) was net bought by 1.817 billion yuan, Tongwei Co.Ltd(600438) was net bought by 967 million yuan, Ganfeng Lithium Co.Ltd(002460) was net bought by 620 million yuan, Industrial Bank Co.Ltd(601166) was net bought by 564 million yuan, and Guangzhou Tinci Materials Technology Co.Ltd(002709) was net bought by 514 million yuan.
Northbound capital net sales Kweichow Moutai Co.Ltd(600519) (600519. SH), Luxshare Precision Industry Co.Ltd(002475) (002475. SZ), Wuliangye Yibin Co.Ltd(000858) (000858. SZ), Focus Media Information Technology Co.Ltd(002027) (002027. SZ), Asymchem Laboratories (Tianjin) Co.Ltd(002821) (002821. SZ) ranked first, of which Kweichow Moutai Co.Ltd(600519) was sold net of 1.142 billion yuan, Luxshare Precision Industry Co.Ltd(002475) was sold net of 1.108 billion yuan, Wuliangye Yibin Co.Ltd(000858) was sold net of 1.009 billion yuan, Focus Media Information Technology Co.Ltd(002027) was sold net of 946 million yuan, and Asymchem Laboratories (Tianjin) Co.Ltd(002821) was sold net of 885 million yuan.
(statement: the contents of the article are for reference only and do not constitute investment suggestions. Investors operate accordingly at their own risk.)
(21st Century Business Herald)
