This week, northbound funds accumulated a net purchase of 22.902 billion yuan, the second highest in a single week, and ended the net sales trend for three consecutive weeks. Among them, the total net purchase of Shanghai Stock connect was 12.725 billion yuan, and the total net purchase of Shenzhen Stock connect was 10.177 billion yuan.
The top three net purchases are Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Longi Green Energy Technology Co.Ltd(601012) , with net purchases of 1.651 billion yuan, 1.589 billion yuan and 970 million yuan respectively.
The top three net sales are Aier Eye Hospital Group Co.Ltd(300015) , China Merchants Bank Co.Ltd(600036) , Wanhua Chemical Group Co.Ltd(600309) , with net sales of 545 million yuan, 390 million yuan and 208 million yuan respectively.
In terms of the market index, the Shanghai index rose 2.19% this week, the Shenzhen Composite Index rose 1.29% and the gem index rose 1.10%.
Haitong Securities Company Limited(600837) pointed out that the market entered the second stage, that is, hot spots began to spread, low-level stocks began to make up for the rise, and high-level demon stocks made up for the fall; At present, the market as a whole is in the rebound cycle after the previous sharp decline. Stable growth and stable expectation are the vanguard of this round of rebound. In particular, the strong real estate has driven the market sentiment to warm up; However, there is still uncertainty in overseas markets. When the global supply chain will return to normal will affect global inflation in the medium and long term.
In terms of operation, Haitong Securities Company Limited(600837) suggests to maintain a half position in the medium and short term, participate in the opportunity of structural rebound, do a good job in selling high and absorbing low, and tap the blue chip stocks in the annual report of 2021 and the first quarter report of 2022, financial real estate and other low-level varieties with steady growth; Pay attention to the varieties expected to benefit from inflation in the medium and long term, such as grain, meat, seed industry, etc.
