This week (from March 21 to March 25), the index fluctuated and adjusted, continuing the weak pattern. The Shanghai index fell by 1.19%, the Shenzhen composite index fell by 2.08% and the gem index fell by 2.80%.
From March 21 to March 25, northbound funds sold net for five consecutive days, with a cumulative net sales of 12.778 billion yuan. Among them, the cumulative net sales of Shanghai Stock connect were 6.372 billion yuan and that of Shenzhen Stock connect were 6.407 billion yuan.
Yuesheng financial analysis pointed out that the northward capital showed a net outflow for three consecutive weeks, which also set a recent record. Since January 27, northbound funds have basically been "red, fat, green and thin", that is, there are less inflows and more outflows, especially from March 7 to 15. Obviously, northbound funds are relatively cautious about the market in the short term, mainly reducing positions
overweight precious metals
reduction of holdings in brewing industry
In terms of net purchase amount, northbound capital increased its holdings in 23 industries, of which precious metals ranked first, with a net purchase amount of 1.233 billion yuan, followed by the battery industry, with a net purchase of 1.160 billion yuan.
Northbound capital reduced its holdings in 77 industries, of which the brewing industry was the largest, with a net sales amount of 4.335 billion yuan, followed by the power industry, with a net sales of 1.139 billion yuan.
net purchases China Merchants Bank Co.Ltd(600036) 886 million yuan
net sales Kweichow Moutai Co.Ltd(600519) 2457 million yuan
In terms of individual stocks, northbound capital net purchases China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) . SH), Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) . SH), Nari Technology Co.Ltd(600406) ( Nari Technology Co.Ltd(600406) . SH), Wuxi Apptec Co.Ltd(603259) ( Wuxi Apptec Co.Ltd(603259) . SH), Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) . SZ) ranked first.
Among them, China Merchants Bank Co.Ltd(600036) was net purchased of 886 million yuan, Zijin Mining Group Company Limited(601899) was net purchased of 652 million yuan, Nari Technology Co.Ltd(600406) was net purchased of 611 million yuan, Wuxi Apptec Co.Ltd(603259) was net purchased of 543 million yuan, Sungrow Power Supply Co.Ltd(300274) was net purchased of 534 million yuan.
The net sales of northbound funds are Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH), Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) . SZ), Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) . SH), China Yangtze Power Co.Ltd(600900) ( China Yangtze Power Co.Ltd(600900) . SH) and China stock market news ( East Money Information Co.Ltd(300059) . SZ).
Among them, Kweichow Moutai Co.Ltd(600519) was net sold by 2.457 billion yuan, Wuliangye Yibin Co.Ltd(000858) was net sold by 868 million yuan, Ping An Insurance (Group) Company Of China Ltd(601318) was net sold by 779 million yuan, China Yangtze Power Co.Ltd(600900) was net sold by 658 million yuan, and China stock market news was net sold by 575 million yuan.
