this week, the funds going north were exhausted again, and the holdings were reduced every trading day, with a total net sales of 12.8 billion yuan throughout the week, and a rare net sales of more than 10 billion yuan for three consecutive weeks
Due to the continuous sharp net sales since March, the net purchases in January and February have been swallowed up in one fell swoop. As a result, the overall net sales of northbound funds have exceeded 42.8 billion yuan this year. In addition, the transaction volume of funds going north this week fell sharply by more than 30%, which once hit the second low in the year on Thursday.
This week, northward capital net bought more stocks
counter the trend and increase positions in individual stocks of new energy industry chain
This week, favorable policies in the field of new energy appeared frequently. First, the “14th five year plan” for modern energy system was released, followed by the “medium and long term plan for the development of hydrogen energy industry (20212035)” issued by the national development and Reform Commission new energy industry chain as a whole has been the focus of northbound capital. The electrical equipment industry in which it is located has bucked the trend and obtained a net purchase of more than 1.5 billion yuan, which is the industry with the largest net purchase this week
Sungrow Power Supply Co.Ltd(300274) is a national key high-tech enterprise focusing on the R & D and production of Cecep Solar Energy Co.Ltd(000591) , wind energy and other renewable energy power products. A few days ago, Sungrow Power Supply Co.Ltd(300274) said on the interactive platform that the hydrogen energy business has realized revenue and production capacity of 1GW This shows that the layout of Sungrow Power Supply Co.Ltd(300274) new energy industry chain is the next city, and the new energy board is expanded again.
Although Sungrow Power Supply Co.Ltd(300274) has adjusted continuously since October last year, with the largest decline of more than 40%, it has fallen by more than 10% this week. However, Beishang capital continued to increase its position Sungrow Power Supply Co.Ltd(300274) , and bought more and more when its share price fell. It spent 619 million yuan to increase its holdings of more than 5.37 million shares this week. Since this year, it has increased its holdings of 59.74 million shares, and the number of positions has reached a record high. The shareholding of Beishang capital has accounted for 23.82% of Sungrow Power Supply Co.Ltd(300274) circulating shares.
In addition, Nari Technology Co.Ltd(600406) , Trina Solar Co.Ltd(688599) , Hongfa Technology Co.Ltd(600885) , Contemporary Amperex Technology Co.Limited(300750) and other stocks in the new energy industry chain also received Beishang funds to buy more than 100 million yuan against the trend this week.
Guolian Securities Co.Ltd(601456) said that driven by the dual carbon goal, hydrogen energy, as a green secondary energy connecting renewable energy and terminal application scenarios, will be applied on a large scale in the fields of transportation, energy storage, metallurgy, chemical industry and so on. The implementation of the development plan means that the medium and long-term development space of hydrogen energy is opened, and the hydrogen energy industry will truly enter the process of “1” to “10”. It’s suggested that we focus on companies that are actively laying out and have a first mover advantage in every aspect of the hydrogen energy industry chain, including companies that are actively laying out and have a first mover advantage in every aspect of the hydrogen energy industry chain, including Shanxi Meijin Energy Co.Ltd(000723) Changchun Zhiyuan New Energy Equipment Co.Ltd(300985) , Zhangjiagang Furui Special Equipment Co.Ltd(300228) etc.
Wang Chuanfu, chairman of the board of directors, said that it was worth noting that the penetration rate could reach 35% at the end of this year
nonferrous resource stocks favored
On the one hand, the conflict between Russia and Ukraine has sharply increased the world’s risk aversion, and gold and other risk averse assets are favored; On the other hand, Russia is a major exporter of resources in the world. The self-determination of Europe, America and other countries has also led to continuous changes in international non-ferrous metal prices, such as nickel. This week, northbound funds also increased their positions in the non-ferrous metal industry by more than 1 billion yuan, the second largest industry in net purchase.
Zijin Mining Group Company Limited(601899) is one of the enterprises that control the most metal mineral resources in China and owns the only State Key Laboratory in the China National Gold Group Gold Jewellery Co.Ltd(600916) industry Zijin Mining Group Company Limited(601899) recently, it has also continued to explore lithium and other new energy upstream resources. According to the information on Zijin Mining Group Company Limited(601899) official website this week, its 3Q Salt Lake Lithium project with an annual output of 20000 tons of lithium carbonate was inaugurated in Catamarca Province, Argentina, on March 20 local time
Located in the famous “lithium triangle” in South America, 3Q project is one of the best lithium salt lake resources in the world. Zijin Mining Group Company Limited(601899) is expected to be officially put into operation at the end of 2023. The feasibility study of phase II project will be carried out simultaneously in 2022, and the project will be started in 2023 to expand the annual capacity of lithium carbonate to 4 Shenzhen Zhongjin Lingnan Nonfemet Co.Ltd(000060) 000 tons.
Since this year, northbound capital has also continued to significantly increase its position Zijin Mining Group Company Limited(601899) , with a net purchase of 652 million yuan this week and an increase of more than 55.84 million shares. Since this year, it has increased its holdings of more than 634 million shares, and its position has also reached a record high in a row Shandong Gold Mining Co.Ltd(600547) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Yintai Gold Co.Ltd(000975) , Ganfeng Lithium Co.Ltd(002460) and others also received a net purchase of more than 100 million yuan of northward capital this week.
CICC believes that the stagflation risk caused by the tearing and reconstruction of the global energy and commodity supply chain is increasing, and the medium and long-term allocation value of non-ferrous metals should be paid attention to. The future stagflation risk not only comes from the short-term impact brought by the conflict between Russia and Ukraine, but also the tearing and reconstruction of the global energy and commodity supply chain in the future, as well as the rise of supply interference rate, the rise of medium and long-term global inflation and the suppression of economic growth. It is suggested to pay attention to gold and basic metals such as aluminum, nickel, zinc, copper and tin with limited supply.
