On Friday, April 8, the three major A-share indexes rose or fell, with the Shanghai index rising 0.47%, the Shenzhen composite index falling 0.11% and the gem index falling 0.33%. On the disk, precious metals, engineering construction, chemical fertilizer industry, cement and building materials led the rise, while traditional Chinese medicine, medical services, cultural media and other sectors led the decline.
In terms of northward funds, there has been a net outflow for three consecutive trading days. On April 8, northbound funds sold a net 627 million yuan, including a net purchase of 1.063 billion yuan by Shanghai Stock connect and a net sale of 1.691 billion yuan by Shenzhen Stock connect. Since April, northbound funds have sold a total of 2.136 billion yuan, including 880 million yuan for Shanghai Stock connect and 3.016 billion yuan for Shenzhen Stock connect.
Recently, what industries and stocks are northbound funds optimistic about? In recent 4 months, the investment amount of photovoltaic equipment in Beijing building materials sector was analyzed and compared with that in the previous 3 and 4 months, and it was found that it was favored by the bank in recent 4 and 4 months; Tourism hotels, food and beverage, medical services, biological products and other sectors are industries with more net sales.
increased bank holdings
reduction of tourist hotels
From the perspective of net purchase amount, the northward capital has increased its holdings in 39 industries in recent five trading days, with banks taking the lead, with a net purchase amount of 3.725 billion yuan, followed by the brewing industry, with a net purchase of 1.49 billion yuan.
Northbound capital reduced its holdings in 61 industries, among which tourist hotels were the most, with a net sales amount of 1.195 billion yuan, followed by the food and beverage industry, with a net sales of 898 million yuan.
net purchase Kweichow Moutai Co.Ltd(600519) 1.545 billion yuan
net sales 6 Shenzhen Prolto Supply Chain Management Co.Ltd(002769) 22 million yuan
In terms of stocks, the net purchase of funds from the north for the net purchase of funds from the north for the past five trading days, the net purchase of funds from the north for the past five trading days of the past five trading days, the net purchase of funds from the north for the net purchase of funds from the north for the net purchase of funds from the past five trading days, the net purchase of funds from the north for the past five trading days, the net purchase of funds from the north for the net purchase of funds from the north. Kweichow Moutai Co.Ltd(600519) was bought in net amount of 1.177 billion yuan, Industrial And Commercial Bank Of China Limited(601398) was bought in net amount of 820 million yuan, Sungrow Power Supply Co.Ltd(300274) was bought in net amount of 700 million yuan, Agricultural Bank Of China Limited(601288) was bought in net amount of 614 million yuan.
It is worth mentioning that five of the top ten stocks with the highest cumulative net purchases of northbound funds in the past five trading days are bank stocks.
A trading day near a five day trading day from the north to the net selling of funds from the north of a trading day near a five day trading day. The net selling of funds from the north is a net net sale of funds from the north. The net selling of funds from the north to the net of five trading day of a five day day near a five trading day. The net selling of funds from the north to the net of five trading day of a trading day. The net selling of funds from the north to the net of five trading day of a trading day of five trading day. The net selling of funds from the north to the net net selling of 6 Shenzhen Soling Industrial Co.Ltd(002766) 00276 \ was net sold by 782 million yuan, China Tourism Group Duty Free Corporation Limited(601888) was net sold by 712 million yuan, China Merchants Bank Co.Ltd(600036) was net sold by 698 million yuan, Ganfeng Lithium Co.Ltd(002460) was net sold by 674 million yuan.
