In the past month, the net outflow of northbound funds was 43.9 billion yuan, but it also bought some industries and individual stocks against the trend. With the recent signs of stabilization of the market index, these varieties bought against the trend have attracted attention. So which industries and individual stocks do northbound funds prefer?
overweight sector: photovoltaic, green power and resources
In terms of sectors, according to the data of China stock market news choice, the favorite of northbound funds in recent months is the photovoltaic equipment sector, with a net purchase of more than 7.9 billion yuan, followed by the precious metal sector, with an increase of more than 4 billion yuan.
Green power is also the focus of capital distribution in the north. The two sectors of power grid equipment and wind power equipment increased their holdings by more than 2.9 billion yuan and 2.8 billion yuan respectively. In addition, energy metal sectors such as lithium mine also obtained an increase of more than 1.5 billion yuan.
In the near future, steady growth has been sustained, and the northward capital has increased its holdings in the engineering construction sector by nearly 2 billion yuan; The agriculture, animal husbandry, feeding and fishery sector gained an increase of 1.4 billion yuan.
share reduction: brewing, battery and insurance
After watching the increase in holdings, let’s look at the reduction. According to the data of China stock market news choice, the wine sector has the largest amount of capital reduction in the north in recent months, with a reduction of more than 14.2 billion yuan; The second is the battery sector, with a reduction of more than 9 billion yuan.
The northward reduction of insurance, medical services and Internet services exceeded 4.3 billion yuan and 3.5 billion yuan respectively; The reduction amount of tourism hotels, auto parts, banks and auto parts ranges from 2.9 billion yuan to 1.8 billion yuan.
increased individual shares: nearly 50 billion to buy Sungrow Power Supply Co.Ltd(300274) , Nari Technology Co.Ltd(600406)
In terms of individual stocks, according to the data of China stock market news choice, the largest amount of capital increase in the north in recent months is the inverter leader Sungrow Power Supply Co.Ltd(300274) , with an amount of more than 2.89 billion yuan.
Ranked second is the leading stock of green power Nari Technology Co.Ltd(600406) , with an increase of more than 2.87 billion yuan; Silicon chip leader Longi Green Energy Technology Co.Ltd(601012) ranked third, with an increase of more than 1.8 billion yuan.
Zijin Mining Group Company Limited(601899) , Midea Group Co.Ltd(000333) , Focus Media Information Technology Co.Ltd(002027) , Trina Solar Co.Ltd(688599) , Bank Of Chengdu Co.Ltd(601838) and other holdings increased between 1.78 billion yuan and 1.08 billion yuan.
Luxshare Precision Industry Co.Ltd(002475) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) , Petrochina Company Limited(601857) , China State Construction Engineering Corporation Limited(601668) , Boe Technology Group Co.Ltd(000725) , Postal Savings Bank Of China Co.Ltd(601658) , Baoshan Iron & Steel Co.Ltd(600019) , Henan Shenhuo Coal&Power Co.Ltd(000933) , etc. the increased holdings ranged from 990 million yuan to 810 million yuan.
From the perspective of industry distribution, in the past month, northbound capital’s favorite is the leading stocks in various segments of photovoltaic; Secondly, the leading stocks of nonferrous metals, household appliances, mining, construction, steel and other sectors also increased their holdings to varying degrees.
reduction of individual shares: 155 yibangpan Maozu, ningwang
In terms of reducing holdings of individual stocks, according to the data of China stock market news choice, the largest amount of northward capital reduction in recent months is Kweichow Moutai Co.Ltd(600519) , with a reduction amount of more than 9.5 billion yuan; Ranked second is Contemporary Amperex Technology Co.Limited(300750) , with a reduction of more than 6 billion yuan.
The reduction amount of Wuliangye Yibin Co.Ltd(000858) , Ping An Insurance (Group) Company Of China Ltd(601318) , Yunnan Energy New Material Co.Ltd(002812) , Ping An Bank Co.Ltd(000001) , Aier Eye Hospital Group Co.Ltd(300015) and other individual shares ranges from 3.8 billion yuan to 2 billion yuan.
and other individual shares were reduced by 1.9 billion yuan to 1.2 billion yuan.
For having heard it many times, the most advanced North Korean funds are mostly white horse leading stocks, covering a wide range of industries, including Baijiu, lithium, insurance, medicine, tax-free, January and home appliances.
