This week, the three major A-share indexes fluctuated. The Shanghai Composite Index fell 1.77%, the Shenzhen composite index fell 0.95% and the gem index rose 1.81%
According to 21 investment through intelligent monitoring, on March 18, the net purchase of funds from the North was 8.457 billion yuan, including 8.293 billion yuan from Shanghai Stock connect and 164 million yuan from Shenzhen Stock connect in that week, the accumulated net sales of northbound funds were 16.693 billion yuan, the first three consecutive days of net outflow and the next two days of return to the market.
In that week, the largest cumulative increase of northbound funds was the household appliance industry, with a net amount of 1.133 billion yuan, followed by agriculture, animal husbandry, feeding and fishery, coal industry and electronic components.
At the same time, northbound funds focused on reducing its holdings in the brewing industry, with a net sales amount of 7.318 billion yuan . Among them, Baijiu Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) .SH) was sold for 5 billion 269 million yuan, and Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) .SZ) was sold for 1 billion 123 million yuan, and the total sold 6 billion 392 million yuan. In addition, the battery sector was net reduced by 4.039 billion yuan from the north, and the software development, medical services, Internet services and other sectors were net reduced by more than 1 billion yuan.
increase holdings in household appliance industry and decrease holdings in brewing industry
In terms of net purchase amount, northbound capital increased its holdings in 31 industries, among which the home appliance industry ranked first, with a net purchase amount of 1.133 billion yuan, followed by the agriculture, animal husbandry, feeding and fishery industry, with a net purchase of 1.115 billion yuan.
Northbound capital reduced its holdings in 69 industries, of which the brewing industry was the largest, with a net sales amount of 7.318 billion yuan, followed by the battery industry, with a net sales of 4.039 billion yuan.
When the Wind index of Baijiu fell 6.67%, Anhui Kouzi Distillery Co.Ltd(603589) ( Anhui Kouzi Distillery Co.Ltd(603589) .SH), Jinhui Liquor Co.Ltd(603919) ( Jinhui Liquor Co.Ltd(603919) .SH), Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) ( Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) .SH), Anhui Yingjia Distillery Co.Ltd(603198) ( Anhui Yingjia Distillery Co.Ltd(603198) .SH) and Shede Spirits Co.Ltd(600702) ( Shede Spirits Co.Ltd(600702) .S) fell by more than 10%.
Sealand Securities Co.Ltd(000750) believes that in the short term, the Baijiu sector is affected by factors such as the outflow of foreign capital and the overall callback of the whole market, which leads to the obvious callback of the whole sector and the adjustment of the overall elastic space. In the future, as the sector stabilizes, we are optimistic about the repair opportunities of some leading targets.
net purchases Midea Group Co.Ltd(000333) 1825 billion yuan, net sales Kweichow Moutai Co.Ltd(600519) 5269 billion yuan
In terms of stocks, the net purchase of funds from the north is a net purchase of funds from the North: the net purchase of funds from the North: the net purchase of funds from the North: the net purchase of funds from the North: the net purchase of funds from the North: the net purchase of funds from the North: the net purchase of funds from the North: the Midea Group Co.Ltd(000333) was net purchased of 1.408 billion yuan, Ningbo Ronbay New Energy Technology Co.Ltd(688005) was net purchased of 664 million yuan, Nari Technology Co.Ltd(600406) was net purchased of 657 million yuan, Muyuan Foods Co.Ltd(002714) was net purchased of 583 million yuan.
Net net sales of funds from northnorthnorthnorthnorth: net net selling of funds net net net selling of funds to the North: the net selling of funds to the North: the net net net selling of funds for the net net selling of Kweichow Moutai Co.Ltd(600519) \ , Yunnan Energy New Material Co.Ltd(002812) was sold for 1.962 billion yuan, Contemporary Amperex Technology Co.Limited(300750) was sold for 1.469 billion yuan, Wuliangye Yibin Co.Ltd(000858) was sold for 1.123 billion yuan , China stock market news was net sold by 1.056 billion yuan.
Baijiu shares, Kweichow Moutai Co.Ltd(600519) shares fell 3.46%, Wuliangye Yibin Co.Ltd(000858) week fell 2.25%.
