Northward capital allocation accounts for half of the market value of manufacturing industry, and the market value of manufacturing positions exceeds 1.4 trillion.
covid-19 epidemic broke out in scattered spots across the country, and covid-19 detection plate strengthened
At the beginning of 2022, covid-19 epidemic is still in large-scale outbreak, and the global capital market is not peaceful. At the opening of trading on January 10, the three major A-share indexes fell sharply, then gradually rose and all turned red.
From the disk view, covid-19 detection, medical devices, biological vaccines and other sectors rushed to the forefront of growth. Among them, the covid-19 detection sectors Anxi biology, Shenzhen Bioeasy Biotechnology Co.Ltd(300942) 20cm rose strongly, and Hangzhou Alltest Biotech Co.Ltd(688606) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) and toujin life rose by more than 10%. An Xu’s biological limit has been rising for three consecutive days, with a cumulative gain of 72%. The company said New Coronavirus antigen nasal examination reagent (self testing) was approved by the European Union CE.
According to the news, recently, the covid-19 epidemic broke out in many provinces and cities in China, including Shaanxi, Henan, Zhejiang, Guangdong, Tianjin and other places. There were local cases of Omicron in Tianjin. The cases in Anyang and Jinnan District of Tianjin belong to the same transmission chain and are all Omicron mutants.
the cumulative confirmed cases of covid-19 pneumonia in the world exceeded 300 million
Up to now, the cumulative confirmed cases of covid-19 pneumonia in the world have exceeded 300 million. The overseas epidemic situation is extremely severe. Nearly 1.9 million cases have been added daily in the past week, more than twice the peak of the previous wave of epidemic. The emergence of a new virus strain “del tacron” with the combination of Omicron and Delta has further increased the difficulty of epidemic prevention.
According to the global population of more than 7.7 billion, the population infected by covid-19 pneumonia accounts for nearly 4%, which means that one in every 25 people is infected.
From the perspective of major countries, the cumulative infection rate of Britain, the United States and France ranks among the top three, all exceeding 15%, of which the cumulative infection rate of Britain exceeds 21%, which means that one in five people is infected, almost the highest in the world.
In recent weeks, the number of hospitalized children under the age of 5 in the United States due to covid-19 pneumonia has soared to the highest level since the outbreak began. The associated press recently said that the outbreak of Omicron has led to an “explosive growth” in the number of covid-19 infections in the United States, which is now leading to the “disintegration” of basic public services. Although fire departments, hospitals, schools and government departments have mobilized all staff to ensure the operation of public services, the situation is still not optimistic. I don\’t know how long it can last.
foreign capital continues to actively embrace Chinese assets
Entering the new year, foreign capital still maintained the pace of net inflow, with a net inflow of 6.203 billion yuan last week. Compared with a year ago, the turnover of Beishang capital last week significantly exceeded the level two weeks before New Year’s day.
Experts said that with the continuous opening of China’s capital market to the outside world and the steady recovery of macro economy, foreign investment will continue to actively embrace Chinese assets and share China’s development achievements and opportunities in 2022. Especially under the background of the deterministic expectation of US interest rate hike and the continuous sharp rise of US stocks in the past, the investment attraction of A-share market is higher.
In the past few years, major international index companies have basically completed the inclusion of a shares, the incremental scale of passive funds has gradually decreased, the awareness of active inflow has gradually increased, and the inflow scale has exceeded market expectations.
northward capital allocation manufacturing accounts for half of the market value
In the early stage of entering the A-share market, the funds going north were mainly allocated for large finance and large consumption. During the peak period, the market value of the shares held by the two plates accounted for nearly 50%. However, from the rolling data, this ratio is gradually declining, replaced by the rise in the proportion of manufacturing holding the stock market value.
According to the statistics of the securities times · databao, by the end of 2021, the market value of the financial industry with capital positions in Beishang accounted for the lowest in recent six years, less than 12%, and the market value of holdings in the large consumer sector accounted for less than 20%. The proportion of the market value of manufacturing positions rose to the highest level in history at the end of 2021, reaching 53.37%, and the market value of positions exceeded 1.4 trillion.
The change of the wind direction of capital positions in the north is the embodiment of the rise of China’s manufacturing industry. Among the top Shanghai New World Co.Ltd(600628) 500 enterprises, 73 Chinese industrial enterprises were shortlisted, and the influence of made in China in the global industrial chain supply chain continued to rise.
more than 100 manufacturing stocks have been increased by going north for three consecutive weeks
According to the statistics of data treasure, as of last Friday (January 7), there were as many as 136 manufacturing stocks added positions by northbound capital for three consecutive weeks. Before these companies were added positions continuously, the shareholding ratio of northbound capital was generally low, with more than 60% of the shares holding 2% and less than 20% of the shares holding more than 5%.
15 shares such as Risen Energy Co.Ltd(300118) , Shenzhen Dynanonic Co.Ltd(300769) , Zhejiang Windey Co.Ltd(300772) have increased their positions by more than 1 percentage point, of which Risen Energy Co.Ltd(300118) has increased their positions by 2.15 percentage points. The company is an important professional supplier of Cecep Solar Energy Co.Ltd(000591) photovoltaic application products in China.
37 shares such as Ganfeng Lithium Co.Ltd(002460) , Hangzhou Lion Electronics Co.Ltd(605358) increased positions by 0.5 to 1 percentage point. Zhonghong Pulin Medical Products Co.Ltd(300981) and Xi’An Chenxi Aviation Technology Corp.Ltd(300581) are new stocks held in December 2021.
Among the 136 shares mentioned above, 18 are currently holding less than 1%, and the organization predicts that the performance is expected to double in 2021, which are concentrated in materials, information technology, industry and other sectors. Among the 18 shares, 10 shares hold less than 0.5%, including Beijing Relpow Technology Co.Ltd(300593) , Cngr Advanced Material Co.Ltd(300919) , Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) .
Performance is their biggest bright spot. The organization predicts that the net profit of Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Jiangsu Sopo Chemical Co.Ltd(600746) in 2021 is expected to increase by more than 1000%, Jiangsu Huachang Chemical Co.Ltd(002274) more than 700%, Zhejiang Shuanghuan Driveline Co.Ltd(002472) has issued performance forecast, with an increase of 5.17 times to 5.56 times.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
(source: Data treasure)
