This week (from March 28 to April 1), the index fluctuated upward. The Shanghai index rose by 2.19%, the Shenzhen Component Index rose by 1.29%, the gem index rose by 1.10%, and the Shanghai and Shenzhen 300 index rose by 2.43%, leading the major indexes.
Looking forward to the future, Yuesheng financial management pointed out that with the support of loose policy expectations, the market is expected to continue to rebound. It is suggested to dilute the index, grasp the structural market and tap the opportunities of sector rotation and individual stock rebound.
Focus on two main lines: one is the main line of performance, and April is the window period for the superposition of annual report and quarterly report; The second is to benefit from the direction of steady economic growth, focusing on the large financial and real estate sectors that underestimate the value.
In terms of northbound funds, according to intelligent monitoring, from March 28 to April 1, northbound funds bought a total of 22.902 billion yuan in the whole week, ending the previous three consecutive weeks of net selling trend, hitting a weekly high since February this year, including 12.726 billion yuan in net purchases of Shanghai Stock connect and 10.176 billion yuan in net purchases of Shenzhen Stock connectP align = “center” increased holdings in the brewing industry p align = “center” decreased holdings in medical services
In terms of net purchase amount, northbound capital increased its holdings in 74 industries, among which the brewing industry took the lead, with a net purchase amount of 3.194 billion yuan, followed by the banking industry, with a net purchase of 2.64 billion yuan.
Northbound capital reduced its holdings in 26 industries, including medical services, with a net sales amount of 799 million yuan, followed by the traditional Chinese medicine industry, with a net sales of 540 million yuanP align = “center” net purchases Suzhou Maxwell Technologies Co.Ltd(300751) .66 billion yuan p align = “center” net sales 3 Wasu Media Holding Co.Ltd(000156) 97 million yuan
In terms of individual stocks, northbound capital net purchases of Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ), Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH), Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH), China stock market news ( East Money Information Co.Ltd(300059) . SZ), China State Construction Engineering Corporation Limited(601668) ( China State Construction Engineering Corporation Limited(601668) . SH) ranked first.
Among them, Contemporary Amperex Technology Co.Limited(300750) was net purchased of RMB 1.66 billion, Kweichow Moutai Co.Ltd(600519) was net purchased of RMB 1.592 billion, Longi Green Energy Technology Co.Ltd(601012) was net purchased of RMB 974 million, China stock market news was net purchased of RMB 971 million, and China State Construction Engineering Corporation Limited(601668) was net purchased of RMB 838 million.
The net sales of northbound funds are Aier Eye Hospital Group Co.Ltd(300015) ( Aier Eye Hospital Group Co.Ltd(300015) . SZ), China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) . SH), China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) ( China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) . SZ), Topchoice Medical Co.Inc(600763) ( Topchoice Medical Co.Inc(600763) . SH), Btg Hotels (Group) Co.Ltd(600258) ( Btg Hotels (Group) Co.Ltd(600258) . SH).
Among them, Aier Eye Hospital Group Co.Ltd(300015) was sold net of 697 million yuan, China Merchants Bank Co.Ltd(600036) was sold net of 392 million yuan, China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) was sold net of 359 million yuan, Topchoice Medical Co.Inc(600763) was sold net of 327 million yuan, Btg Hotels (Group) Co.Ltd(600258) was sold net of 302 million yuan.
