Compared with the sharp net outflow last week, the net outflow of northbound funds slowed down this week under the rebound of the market bottom.
Data show that the cumulative net outflow of northbound funds this week was 16.692 billion yuan, down more than half from 36.32 billion yuan last week.
In the first two trading days of this week, under the sharp decline of the market, there was a net outflow of 10 billion yuan for two consecutive days. With the stabilization and rebound of the market, the north capital also changed from outflow to inflow. On Thursday and Friday, the net inflow of north capital was 5.365 billion yuan and 8.457 billion yuan respectively.
hyaluronic acid concept stocks fell more and more and bought more cro leaders, which were sold off continuously
From the change of shareholding ratio of northbound funds this week, several stocks showed signs of falling and buying. The proportion of Bloomage Biotechnology Corporation Limited(688363) and Ningbo Ronbay New Energy Technology Co.Ltd(688005) holdings increased by 2.22% and 1.84% respectively. Other stocks with a large proportion of increase in holdings include Shenhuo shares Inly Media Co.Ltd(603598) , China Design Group Co.Ltd(603018) , Yuan Longping High-Tech Agriculture Co.Ltd(000998) , which are increased by more than 1% by funds from the north.
It is worth noting that the share price of Bloomage Biotechnology Corporation Limited(688363) as a concept stock of hyaluronic acid has dropped by nearly two-thirds compared with the highest point in the past year, and has obtained continuous net purchase of northward funds in the last six trading days. The proportion of circulating shares held by northbound funds has increased from 2.72% at the beginning of this week to 4.94% at present.
Although the medical and beauty industry has been controversial in the past year, the organization is still optimistic about Bloomage Biotechnology Corporation Limited(688363) ‘s profitability and future development.
Caixin Securities said that Bloomage Biotechnology Corporation Limited(688363) gross profit margin was stable at a high level, and the marketing investment was active during the brand construction period.
For future development, Caixin Securities pointed out that in the short term, under the superposition of multiple factors such as innovative business incubation, strategic adjustment of medical and American business, early stage of capacity expansion and the impact of equity incentive, the company’s profit growth rate is lower than that of revenue. The proportion of the company’s C-end business continues to increase. Although there may still be large sales expenses in the short term, the company’s profits in the medium and long term are expected to be released to a large extent when the medical beauty line is straightened out and the profit models of various brands of functional skin care products run through.
From the list of individual stocks reduced by northbound capital this week, there are many well-known companies, such as Yixintang Pharmaceutical Group Co.Ltd(002727) , Cnooc Energy Technology & Services Limited(600968) , China International Capital Corporation Limited(601995) and so on, with the reduction ratio of more than 1%.
FTSE Russell adjusted to rush to raise funds sharply in the north at the end of this Friday
Near the closing on Friday, several heavyweights headed by Contemporary Amperex Technology Co.Limited(300750) , Bank Of Ningbo Co.Ltd(002142) , Postal Savings Bank Of China Co.Ltd(601658) , Industrial And Commercial Bank Of China Limited(601398) , Industrial And Commercial Bank Of China Limited(601398) , such as China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) , plunged in the closing call auction, while many heavyweights such as China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) , etc. pulled up in a straight line.
From the news side, on February 18, Beijing time, FTSE Russell, an international index compilation company, announced the quarterly review results of its flagship index in February 2022. The announcement shows that its flagship index FTSE global stock index series includes 102 Chinese A shares this time, including 26 large cap a shares, 4 medium cap A-Shares and 72 small cap a shares. In addition, some previously included A-share targets have been classified and adjusted due to changes in market value. The above changes will take effect after the closing on March 18 (Friday) (before the opening on March 21).
From the inclusion list, FTSE Russell is relatively favored by financial stocks, and banks, insurance and securities companies have new stocks included in the relevant indexes. Specifically:
The . At the same time, 25 shares including Arctech Solar Holding Co.Ltd(688408) , Beijing Beimo High-Tech Frictional Material Co.Ltd(002985) , Beijing Dahao Technology Corp.Ltd(603025) , China Energy Engineering Corporation Limited(601868) , Cnnc Hua Yuan Titanium Dioxide Co.Ltd(002145) , Eyebright Medical Technology(Beijing) Co.Ltd(688050) , etc. were eliminated.
Xinjiang Tianshan Cement Co.Ltd(000877) , Yankuang energy.
in terms of FTSE China a150 index, several well-known stocks are included, such as China Life Insurance Company Limited(601628) , Aier Eye Hospital Group Co.Ltd(300015) , Eve Energy Co.Ltd(300014) , China Energy Engineering Corporation Limited(601868) , etc.
in terms of FTSE China A50 Index, 3 new stocks and 3 eliminated Bank Of Ningbo Co.Ltd(002142) , China State Construction Engineering Corporation Limited(601668) , Postal Savings Bank Of China Co.Ltd(601658) were newly included in FTSE China A50 Index, while Aier Eye Hospital Group Co.Ltd(300015) , China Life Insurance Company Limited(601628) , Eve Energy Co.Ltd(300014) were eliminated due to inclusion in FTSE China a150 index.
According to the analysis of Anxin securities, the inclusion and transfer out of FTSE index follow certain rules, and the most important factor is the market value. The entry and exit of FTSE Russell index samples does not determine the fundamentals of stocks. The performance of individual stocks still depends on the value of the company.
