This week, the three major A-share indexes continued the downward adjustment trend, and the total turnover also contracted. However, this week, northbound funds returned to the net inflow trend on Friday, with a net purchase of 444 million yuan a week.
From the perspective of the industry, the sector with the highest net purchase amount of northbound funds this week is power equipment, followed by non bank finance and real estate, coal, agriculture, forestry, animal husbandry and fishery. In terms of individual stocks, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) obtained a net purchase of more than 1 billion yuan from BEIXIANG, of which Contemporary Amperex Technology Co.Limited(300750) obtained an additional position of 2 billion yuan. During the period of declining performance in the first quarter, China stock market news was sold by more than 1 billion yuan from the north, and China Merchants Bank Co.Ltd(600036) involving negative news from the management was sold the most, more than 2 billion yuan.
The above companies have a huge volume and are regular customers in the front row of the North fund transaction amount list. However, looking at the trend of northward funds this week, it is not completely positively related to the market performance of individual stocks.
northbound funds "buy more and buy more" Contemporary Amperex Technology Co.Limited(300750) , and continue to sell "brokerage Mao"
This week, on April 21, Contemporary Amperex Technology Co.Limited(300750) released the annual report of 2021. The net profit attributable to the parent company was 15.931 billion yuan, with a year-on-year increase of 185.34%, but the gross profit margin of its main power battery and energy storage system was eroded by the rise in the price of raw materials. Meanwhile, in the fourth quarter of last year, the public funds also reduced their holdings of Contemporary Amperex Technology Co.Limited(300750) in an overall way. This week, the total market value of Contemporary Amperex Technology Co.Limited(300750) fell below trillion.
while the northbound funds fell more and more during this period, buying against the market
Although the impact of the recent epidemic haze on the new energy vehicle sector continues, Citic Securities Company Limited(600030) said in the research report issued by Contemporary Amperex Technology Co.Limited(300750) that its power battery business is in a high-speed growth period, and the energy storage business will gradually enter the growth period from the introduction period, with high growth certainty and medium and long-term investment value. Considering that the global trend of vehicle electrification is relatively certain, the high-end power battery continues to be in short supply, and the global energy storage market is about to break out, the market space brought by energy reform is huge, maintain the target price of 754 yuan / share, and continue to recommend
China stock market news, the leading Internet brokerage that also announced its financial report this week, achieved a net profit of 2.171 billion yuan in the first quarter, a year-on-year increase of 13.63%, the lowest growth rate since 2018. Its two core revenue sources, securities service business and financial e-commerce service, were affected by the fluctuation of capital market in the first quarter.
in the first quarter, northbound capital reduced 136 million shares of China stock market news. Since April, the reduction of China stock market news has continued
which stocks will be increased by northbound funds in large proportion this week
In addition to the agitation of large market capitalization blue chips, northbound capital also increased its holdings of the following stocks by more than 1% this week. The market concepts involved include unified market construction, biomedicine, prefabricated dishes, lithium batteries, and the influencing factors running through the first quarterly report window: performance.
Eastern Air Logistics Co.Ltd(601156) released its annual report on April 11, with a net purchase of 200 million yuan this week. The operating revenue in 2021 was about 22.227 billion yuan, an increase of 47.09% year-on-year; The net profit attributable to shareholders of listed companies was about 3.627 billion yuan, a year-on-year increase of 53.12% Guosen Securities Co.Ltd(002736) said that the sharp rise in air freight rates has driven Eastern Air Logistics Co.Ltd(601156) revenue to achieve a growth rate of nearly 50%. As the global supply chain has not yet been restored, and China adheres to the "dynamic clearing" policy unswervingly, under the current epidemic prevention policy, the opening of the national door still needs to wait, and it is difficult for the belly cabin capacity of passenger aircraft to fully return. Superimposed on the continuation of Global trade growth, the freight rate is expected to remain high.
The biological vaccine concept stock Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) achieved a net profit of 1.331 billion yuan in the first quarter of 2022, with year-on-year increase of 360.18%, and the performance growth exceeded the market expectation so far, only five HPV vaccines have been approved for marketing in the world, and the domestic products are wantaixinkening and Watson wozehui respectively Western Securities Co.Ltd(002673) it is estimated that by the end of 2021, the cumulative number of HPV vaccine vaccinations in China is about 23 million, accounting for about 6.7% of school-age women. In the short term, HPV vaccine is still in short supply Beijing Wantai Biological Pharmacy Enterprise Co.Ltd(603392) as the first supplier of HPV vaccine in China, it has the first mover advantage and is expected to continue to produce high-volume HPV vaccine rapidly.
especially for enterprises such as Fu Jian Anjoy Foods Co.Ltd(603345) , Angel Yeast Co.Ltd(600298) , Henan Shuanghui Investment & Development Co.Ltd(000895) , Sanquan Food Co.Ltd(002216) , Keming noodle industry, etc., the inventory of quick-frozen rice noodles, convenience food and other categories with strong hoarding properties was accelerated in March. After the national transportation and logistics returned to normal, there is expected to be inventory replenishment demand. Combined with the low base in the second quarter of last year, there may be performance elasticity in this quarter
2 billion foreign capital in four days! The agency significantly lowered the annual net profit growth forecast of "ningwang". See the true chapter for the first quarterly report?
