In the first trading week after the beginning of the year in 2022, all three major A-share indexes closed down in four trading days. The Shanghai index fell 1.66% and the Shenzhen composite index fell 3.46%. The gem index fell the most, falling 3100 points. It fell 6.8% this week, and its increase in 2021 was only about 12%.
According to the intelligent monitoring of 21 INVESTMENT link, from January 4 to 7, the net purchase of funds from the North was 6.204 billion yuan, of which the net purchase of Shanghai Stock link was 6.854 billion yuan and the net sale of Shenzhen Stock link was 650 million yuan. In addition to the net outflow on Thursday, the remaining three trading days showed net inflow.
increased holdings in banks and decreased holdings in the brewing industry
From the net purchase amount in the past five trading days (December 31, January 4-7), northbound funds increased their holdings in 70 industries, of which banks took the lead, with a net purchase amount of 4.102 billion yuan, followed by the real estate development industry, with a net purchase of 1.975 billion yuan.
Northbound capital reduced its holdings in 30 industries, of which the wine industry was the largest, with a net sales amount of 2.336 billion yuan, followed by the home appliance industry, with a net sales of 1.116 billion yuan.
From the perspective of disk structure, there has been a certain degree of high-low switching in the recent market style. While track stocks fell, undervalued varieties such as banks, real estate and household appliances performed strongly. For example, the banking sector index rose 2.84% this week, and the real estate sector index rose more than 4%.
in 2022, the previous “bottom building” of bank stocks laid the foundation for the upward trend . China International Capital Corporation Limited(601995) , Anxin securities, Everbright Securities Company Limited(601788) and other institutions are optimistic about the opening market of bank stocks in 2022. The announcement of performance and the intensive overweight of bank executives also boosted market confidence. Some funds have increased the allocation of bank shares.
China International Capital Corporation Limited(601995) believes that the policy of steady growth is effective, some problem assets of banks are resolved by restructuring, and industry indicators will remain stable. At the same time, after the impact of the epidemic, profits returned to the track of steady growth, and the stabilization of net interest margin and high increase in handling fee income led to higher profit growth.
net purchases of China Vanke Co.Ltd(000002) 1.241 billion yuan and net sales of Luxshare Precision Industry Co.Ltd(002475) 2.266 billion yuan
In terms of individual stocks, the net purchase of China Vanke Co.Ltd(000002) (00000 2. SZ), Sany Heavy Industry Co.Ltd(600031) (600031. SH), Nari Technology Co.Ltd(600406) (600406. SH), Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) (600436. SH), Foshan Haitian Flavouring And Food Company Ltd(603288) (603288. SH) by northbound funds in the past five trading days (December 31, January 4-7) ranked first.
Among them, China Vanke Co.Ltd(000002) was net purchased by 1.241 billion yuan, Sany Heavy Industry Co.Ltd(600031) by 1.184 billion yuan, Nari Technology Co.Ltd(600406) by 893 million yuan, Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) by 773 million yuan, and Foshan Haitian Flavouring And Food Company Ltd(603288) by 762 million yuan. It is worth noting that northbound funds have increased their holdings of China Vanke Co.Ltd(000002) for five consecutive trading days.
The net sales of northbound funds are Luxshare Precision Industry Co.Ltd(002475) (002475. SZ), Gigadevice Semiconductor (Beijing) Inc(603986) (603986. SH), Kweichow Moutai Co.Ltd(600519) (600519. SH), Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) (600809. SH), Wuxi Apptec Co.Ltd(603259) (603259. SH).
Among them, Luxshare Precision Industry Co.Ltd(002475) was net sold by 2.266 billion yuan, Gigadevice Semiconductor (Beijing) Inc(603986) by 1.277 billion yuan, Kweichow Moutai Co.Ltd(600519) by 1.116 billion yuan, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) by 841 million yuan, and Wuxi Apptec Co.Ltd(603259) by 788 million yuan.
(source: 21 finance and Economics)
