According to the statistics of securities times · databao, last week, the cumulative turnover of Beishang capital was 510.543 billion yuan, and the net purchase was 6.203 billion yuan, of which the total net purchase of Shanghai Stock connect was 6.853 billion yuan and the net sale of Shenzhen Stock connect was 650 million yuan.
Statistics show that there were 19 industries with month on month increase in capital holdings and 12 industries with month on month decrease last week. The shareholding of the comprehensive industry increased the most month on month, with a week on week increase of 7.39%, followed by steel, architectural decoration and real estate, with a month on month increase of 6.72%, 6.67% and 5.97% respectively.
Last week, northbound capital significantly preferred the traditional infrastructure industry, and the steel, building decoration, building materials and mechanical equipment industries all received the increased positions of northbound capital. Under the overall tight real estate policy in the second half of 2021, the central economic work conference set the macro policy in 2022 as steady and effective, steadily promoted the concentration management of real estate loans and other measures, and realized the healthy and stable development of the real estate market. Infrastructure is expected to become the key to steady growth, and relevant stocks continued to rise last week.
From the perspective of the continuity of increasing holdings, the communication industry is most favored by funds going north. The shareholding has increased for eight consecutive weeks. During this period, the communication industry index has increased by 1.6%.
Last week, national defense and military industry, beauty care, textile and clothing, public utilities and computers were the most reduced by funds going north, with a month on month decrease of more than 2%. In terms of new energy, there has been a continuous correction this year, and individual stocks with excessive early gains retreated continuously last week. On the news side, the new energy subsidy policy in 2022 will decline by 30% on the basis of 2021, and the new energy policy subsidy will be terminated in December at the end of 2022. The mood of the new energy sector has dropped.
northbound Capital Holdings
traditional blue chips
According to the statistics of data treasure, a total of 33 shares were listed on the list of active transactions of funds going north last week. From the perspective of the industry, among the stocks on the list, the turnover of electrical equipment, food and beverage and electronic industries exceeded 10 billion yuan, the mechanical equipment stocks were the most net buyers, totaling 1.17 billion yuan, and the electronic industry was the most net sellers, totaling 2.999 billion yuan.
Northbound capital began to bargain hunt for blue chips in traditional industries. Last week, Sany Heavy Industry Co.Ltd(600031) and Ping An Insurance (Group) Company Of China Ltd(601318) obtained the highest net purchase amount of northbound capital, which were RMB 1.17 billion and RMB 720 million respectively. These two stocks suffered a significant retreat in 2021, with a cumulative decline of 33.4% and 40% respectively. Their valuations have entered a lower range. There are also Muyuan Foods Co.Ltd(002714) , Industrial Bank Co.Ltd(601166) with a net purchase of more than 500 million yuan, which began to adjust downward after the Spring Festival last year and have been favored by funds recently.
Huaxin Securities believes that stable investment is the main focus of stable growth. New and old infrastructure work together, and the inflection point of infrastructure has come. Abundant capital liquidity supports the undervalued sector, with loose capital. The undervalued value of the financial industry is expected to be repaired. Especially after A-Shares enter the era of comprehensive registration system, the performance increment of securities companies is worth looking forward to.
Statistics show that last week, a total of 18 shares went north and their holdings doubled month on month. In terms of the increase in holdings, Pony Testing International Group Co.Ltd(300887) , Shengyuan Environmental Protection Co.Ltd(300867) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) ranked first, with 434%, 181.05% and 176.75% respectively.
There are Capitalonline Date Service Co.Ltd(300846) , Andon Health Co.Ltd(002432) , Sunstone Development Co.Ltd(603612) , Dirui Industrial Co.Ltd(300396) , Guangdong Guanghua Sci-Tech Co.Ltd(002741) with a large reduction in capital holdings in Beishang, and the shareholding ratio decreased by more than 80% month on month.
northbound capital continued to add shares
the share price retreated slightly last week
According to the statistics of data treasure, a total of 31 shares were increased for seven consecutive weeks. In terms of the number of shares increased, China State Construction Engineering Corporation Limited(601668) , China United Network Communications Limited(600050) , China Jushi Co.Ltd(600176) obtained the largest increase in capital from going north, with 418 million shares, 198 million shares and 94 million shares respectively. Continuous overweight stocks are mainly in power equipment, medicine, biology and electronics industries.
In terms of market performance, northbound capital continued to increase its positions, and stocks retreated slightly last week, with an average decline of 2.56%. Last week, Chongqing Brewery Co.Ltd(600132) , Shenzhen Kedali Industry Co.Ltd(002850) , Hoshine Silicon Industry Co.Ltd(603260) , Will Semiconductor Co.Ltd.Shanghai(603501) all fell by more than 10%. Fangda Special Steel Technology Co.Ltd(600507) , China State Construction Engineering Corporation Limited(601668) , Anhui Construction Engineering Group Corporation Limited(600502) rose slightly, with an increase of more than 4%.
(source: Securities Times)
