The banking sector gained the capital to go north to increase its position against the trend, and its shareholding increased by 4.16% month on month in one week, ending the decline of shareholding for five consecutive weeks.
The A-share market continued to fluctuate sideways this week, and the Shanghai index fell slightly by 0.45% in a week. The net outflow of funds going north for three consecutive days, of which the net outflow on Thursday and Friday was controlled within 1 billion yuan. In terms of transaction amount, the total amount of capital trading in Beishang this week continued to maintain a low level, and the average daily total amount of trading for 13 consecutive trading days did not exceed 100 billion yuan.
industries, the capital going north this week was mainly reduced, and 20 industries were reduced by capital going north. The theme of scientific and technological growth was cold, and the holdings of environmental protection, social services, automobiles and electronics ranked first in the month on month decline northbound capital warehousing is mainly concentrated in 11 Shenwan industries such as banking, commercial retail, comprehensive, architectural decoration and so on.
The banking sector gained the capital to go north to increase its position against the trend, and its shareholding increased by 3.54% month on month in one week, ending the decline of shareholding for five consecutive weeks. At present, the market value of northbound capital’s shareholding in bank shares has increased to the third place, surpassing the pharmaceutical and biological industry, and the gap with the food and beverage sector has gradually narrowed. In terms of news, the banking sector has been positive frequently this week. On April 6, the central bank publicly solicited opinions on the financial stability law of the people’s Republic of China (Draft for comments). Financial stability has been strengthened from the legal system, which is conducive to the stable and orderly operation of the banking industry. The national standing committee pointed out that we should do a good job in replenishing the capital of small and medium-sized banks with special government bonds and enhance the credit capacity of banks.
Galaxy Securities believes that the introduction of the financial stability law is consistent with the relevant deployment of risk prevention and control in the government work report of the two sessions, which helps to stabilize market expectations, prevent external shocks, and firmly adhere to the bottom line of no systemic financial risks, which is of positive significance for stabilizing the overall business environment of the banking industry.
In terms of the market situation, the infrastructure sector boosted the market trend this week, and the construction machinery, infrastructure, real estate and water conservancy sectors took turns on Friday to drive the market to pick up. In terms of the rise and fall of the week, the indexes of building decoration, steel, building materials and real estate industries all rose by more than 1%, and the rise of building decoration week reached 6.06%. Except for the steel sector, they all obtained the capital increase of going north.
Recently, the national standing committee pointed out that steady growth should be placed in a more prominent position, and steady growth, structural adjustment and reform should be coordinated to effectively stabilize the macro-economic market. The speed of infrastructure investment in all regions has accelerated significantly. At present, 24 provinces and cities have disclosed the construction plans of major projects in 2022, involving a total annual investment scale of 12.7 trillion. The comparable caliber has increased by 11% compared with 2021, higher than the growth rate of 9% in 2021 Everbright Securities Company Limited(601788) believes that the impact of the epidemic on infrastructure construction is relatively limited, and infrastructure investment will continue to grow at a high rate in the first half of the year.
From the perspective of the continuity of capital flow, the capital holdings of computers, environmental protection and social services have been going north for five consecutive weeks, and the concept stocks have declined in varying degrees recently. The computer industry index fell by 4.49% in a week, leading the decline. The sector has fallen continuously since January, and 18 concept stocks have fallen by more than 40% in the year.
Kweichow Moutai Co.Ltd(600519) obtained northward capital to increase positions for two consecutive weeks
According to the statistics of data treasure, a total of 28 shares were listed on the list of active capital transactions in the north this week. In terms of their industries, the total sales volume of electrical equipment, food and beverage and banking industries exceeded 5 billion yuan. This week, a number of bank stocks received net purchases from northbound capital, including Ping An Bank Co.Ltd(000001) , Postal Savings Bank Of China Co.Ltd(601658) , Industrial Bank Co.Ltd(601166) , with net purchases of 502 million yuan, 115 million yuan and 52 million yuan respectively. Only China Merchants Bank Co.Ltd(600036) was net sold by funds going north in bank stocks.
Kweichow Moutai Co.Ltd(600519) regained the favor of northbound capital after being reduced by northbound capital for five consecutive weeks. The shareholding increased in the past two weeks, and the highest net purchase was this week, with 617 million yuan Kweichow Moutai Co.Ltd(600519) last week, the 2021 annual report was released, and the net profit attributable to the parent company was 52.46 billion yuan, with a year-on-year increase of 12.34%. The performance growth rate was relatively stable.
According to the statistics of data treasure, there are 18 stocks with a month on month increase of more than 50% in terms of the increase in positions this week. The largest increase in is Qilu Bank Co.Ltd(601665) . Northbound capital recently held 616600 shares, with a month on month increase of 323.74% ; Followed by Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , with a month on month increase of 154.8% and 134.64%.
Qilu Bank Co.Ltd(601665) this month, the company has harvested three trading boards. The company said that the current operation is normal and there is no major information that should be disclosed but not disclosed. The company previously announced its 2021 performance express, which is expected to realize a net profit attributable to the parent company of 3.036 billion yuan, a year-on-year increase of 14%. The company actively responded to the macro policy guidance, increased support for the real economy, accelerated the breakthrough development, achieved steady growth in various businesses, continuously optimized the business structure, and continuously improved the quality and efficiency of operation.
15 shares were significantly reduced by the funds for going north, and the shareholding decreased by more than 50% month on month. The shareholding of Sunvim Group Co.Ltd(002083) , Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , and Chunli medical’s funds for going north decreased by 99.06%, 93.23% and 86.93% respectively.
northbound capital has increased its position in only 16 shares for seven consecutive weeks
According to the statistics of data treasure, 16 shares have gained the capital to go north for seven consecutive weeks, of which the market value of Nari Technology Co.Ltd(600406) , Sungrow Power Supply Co.Ltd(300274) , Focus Media Information Technology Co.Ltd(002027) latest positions is more than 10 billion yuan.
In terms of the market, the continuous positions of northbound capital in individual stocks this week were mainly callback, and the theme of carbon neutralization fell significantly, Sieyuan Electric Co.Ltd(002028) , Trina Solar Co.Ltd(688599) led the decline, and Nari Technology Co.Ltd(600406) , Sungrow Power Supply Co.Ltd(300274) also declined to a certain extent Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) rose 23.94% in one week, the best performance, and the limit was raised on April 7
Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) is a popular Chinese medicine stock recently. The company announced on April 8 that it decided to donate 50 million yuan of Lianhua anti plague materials to Shanghai through the China Red Cross Foundation. Previously, the company has donated Lianhua Qingwen capsule worth 11 million yuan to Shanghai through the China Red Cross Foundation and Shanghai Red Cross Society, which is the second batch of donations urgently needed for local epidemic prevention and control.
