This week (from March 14 to March 18), the dust of the Federal Reserve's interest rate hike fell. After the sharp outflow of funds from the North last week, it sold a net sales of 16.7 billion yuan again. Since March, it has sold a cumulative net sales of 50.8 billion yuan, which has ranked the third largest monthly net sales in history. If the decline cannot be reversed in the remaining time, it is likely to refresh the monthly historical record of net sales. At the same time of outflow, the transaction and investment of funds going north continued to increase, reaching 654.8 billion yuan, a new high in recent six months.
(net purchase of over 100 million yuan of individual stocks by northbound capital this week)
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agriculture stocks favored
The agriculture, forestry, animal husbandry and fishery industry bucked the trend and obtained a net purchase of 1.348 billion yuan this week, which is the only industry with a net purchase of more than 1 billion yuan; Mechanical equipment, household appliances, mining, building decoration and other six industries also received a net purchase of more than 100 million yuan of funds going north this week. The food and beverage industry was reduced by more than 7 billion 800 million yuan by north capital this week, but mainly concentrated on Baijiu stock, with over 7 billion 200 million yuan outflow. The pharmaceutical, biological and chemical 2 industries sold more than 2 billion yuan, while the non bank financial, computer and electrical equipment were sold more than 1 billion yuan.
agricultural development is related to the national food security strategy. Since 2004, the central government has issued the No. 1 central document entitled "three rural issues" for nineteen consecutive years. In addition, the two sessions and spring ploughing are superimposed. According to wind data statistics, there will be a wave of obvious rise in the agriculture, forestry, animal husbandry and fishery industry in the first quarter of most years
Muyuan Foods Co.Ltd(002714) as the "first brother" in the market value of Listed Companies in agriculture, forestry, animal husbandry and fishery industry, although the price of trapped pork continues to decline, the performance is expected to decline by 70.86% - 76.32% in 2021. However, Muyuan Foods Co.Ltd(002714) is still the focus of institutions. The announcement of investor relations activities shows that Muyuan Foods Co.Ltd(002714) has recently received research from more than 100 well-known institutions such as Harvest Fund, South Fund, Gaoyi assets and Danshui spring.
The Pacific Securities Co.Ltd(601099) securities gives Muyuan Foods Co.Ltd(002714) a target price of 101 yuan in the next six months. As of the closing on Friday, Muyuan Foods Co.Ltd(002714) was only 54.7 yuan, and the target price was nearly twice higher than the current price The Pacific Securities Co.Ltd(601099) Securities believes that the pig price will bottom in the first half of 2022, and there is a high probability that the pig cycle will reverse upward in the second half of 2022. It is estimated that the average price of pigs in the whole year is 15-16 yuan / kg, which is basically the same as that in 2021. It is estimated that the company will sell 59.1 million pigs and 79 million pigs from 2022 to 2023, with a net profit of 14.413 billion yuan and 52.011 billion yuan. According to the number of sales in 2022, the average market value of the first market is about 4896 yuan, which is at the bottom of history.
Northbound capital spent 583 million yuan this week to increase its holdings of Muyuan Foods Co.Ltd(002714) , adding more than 11.15 million shares Yuan Longping High-Tech Agriculture Co.Ltd(000998) , Yihai Kerry Arawana Holdings Co.Ltd(300999) , Wens Foodstuff Group Co.Ltd(300498) and others also received an increase of more than 100 million yuan of funds going north this week, and Guangdong Haid Group Co.Limited(002311) , Angel Yeast Co.Ltd(600298) , Fujian Sunner Development Co.Ltd(002299) and others also obtained an adverse increase of more than 10 million yuan.
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record reduction Kweichow Moutai Co.Ltd(600519)
Home appliances is an industry with global competitive advantage in China. This week, the capital going north was also increased against the trend. The home appliance industry was 889 million yuan. However, the attitude towards the two leading listed companies in the industry was quite different. They bought Midea Group Co.Ltd(000333) 1825 billion yuan net, which was the largest net purchase of individual shares this week, with an increase of more than 31.88 million shares; However, Gree Electric Appliances Inc.Of Zhuhai(000651) was sold for a net amount of 990 million yuan, which was at the forefront of net sales. The total position fell below 600 million shares and the market value of shares fell below 20 billion yuan, a new low in more than three years.
Midea Group Co.Ltd(000333) in this week's institutional research, the progress in the layout of cross-border new energy vehicles was announced. On February 16, the signing and foundation laying ceremony of Anqing Weiling's new energy vehicle parts strategic new base under Midea industrial technology was held in Anqing City, Anhui Province. As an important strategic project of Midea Group Co.Ltd(000333) , the total investment of the new strategic base project of new energy auto parts is about 11 billion yuan, of which the investment in fixed assets is about 6.5 billion yuan. The project mainly produces power steering motor, new energy vehicle electric compressor, new energy vehicle drive motor and other products, and creates three system R & D centers and national laboratories for thermal management, main drive and auxiliary / intelligent driving.
northbound capital sold bank stocks slightly this week, but increased its position sharply against the trend China Merchants Bank Co.Ltd(600036) , with a net purchase of more than 1.4 billion yuan on Friday, China Merchants Bank Co.Ltd(600036) released its annual report for 2021, achieving an operating revenue of 331253 billion yuan, a year-on-year increase of 14.04%, a net profit of 119922 billion yuan, a year-on-year increase of 23.20%, and a new high in net profit growth in recent six years. On Friday, northbound capital increased its holdings of China Merchants Bank Co.Ltd(600036) more than 26.43 million shares.
Baijiu shares continue to be the main selling stocks of north capital. Kweichow Moutai Co.Ltd(600519) sold a staggering 5 billion 269 million yuan this week, with its holdings in the past 4 years low, which sold more than 2 billion 700 million yuan on Tuesday, which sold a net history of Kweichow Moutai Co.Ltd(600519) in the north. Wuliangye Yibin Co.Ltd(000858) this week, it was also sold by a huge amount of funds going north, with a net sales of 1.123 billion yuan
