In the second week of 2022, the Shanghai index fell 1.63%, the Shenzhen Component Index fell 1.35% and the gem index rose 0.73%. Northbound funds still maintained a net buying trend this week, with a cumulative net buying of RMB 7.445 billion for three consecutive weeks. The total net purchase this month exceeded 13.6 billion yuan.
According to 21 INVESTMENT smart monitoring, on January 14, northbound funds bought a net 282 million yuan, ending the net sales trend on January 13. In addition, the net purchase on Wednesday (January 12) exceeded 7 billion yuan.
In terms of industry, northbound funds favor banks, photovoltaic equipment and other sectors. The net purchase amount of Nari Technology Co.Ltd(600406) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) in a week exceeds 1 billion yuan, and the net sales of China stock market news, Midea Group Co.Ltd(000333) exceed 1 billion yuan.
For the future, Haitong Securities Company Limited(600837) pointed out that the performance reports of Companies in various industries will be released in January. Considering China's good epidemic prevention and control and better economic situation, we can expect a rebound after the Spring Festival; Judging from the announcement of the performance forecast in January, most of them are small and medium-sized market growth targets with good performance. It is expected that there will still be catalysis in the follow-up, which can be configured appropriately after the market sentiment is clear.
increase bank holdings and decrease Internet services
In terms of net purchase amount, northbound capital increased its holdings in 48 industries, with banks taking the lead, with a net purchase amount of 4.869 billion yuan, followed by the photovoltaic equipment industry, with a net purchase of 2.671 billion yuan.
Northbound capital reduced its holdings in 52 industries, of which Internet services were the most, with a net sales amount of 1.673 billion yuan, followed by the home appliance industry, with a net sales of 1.194 billion yuan.
net purchases of Nari Technology Co.Ltd(600406) 1.583 billion yuan and net sales of Aier Eye Hospital Group Co.Ltd(300015) 2.229 billion yuan
In terms of individual stocks, BEIXIANG capital net bought Nari Technology Co.Ltd(600406) (600406. SH), Wuxi Apptec Co.Ltd(603259) (603259. SH), Longi Green Energy Technology Co.Ltd(601012) (601012. SH), Yunnan Energy New Material Co.Ltd(002812) (002812. SZ), Ganfeng Lithium Co.Ltd(002460) (002460. SZ), among which, Nari Technology Co.Ltd(600406) was net bought by 1.583 billion yuan, Wuxi Apptec Co.Ltd(603259) was net bought by 1.507 billion yuan, Longi Green Energy Technology Co.Ltd(601012) was net bought by 1.163 billion yuan, Yunnan Energy New Material Co.Ltd(002812) was net bought by 1.145 billion yuan, and Ganfeng Lithium Co.Ltd(002460) was net bought by 1.138 billion yuan.
Northbound capital net sales Aier Eye Hospital Group Co.Ltd(300015) (300015. SZ), Jiangsu Hengrui Medicine Co.Ltd(600276) (600276. SH), Midea Group Co.Ltd(000333) (000333. SZ), China stock market news (300059. SZ), China Jushi Co.Ltd(600176) (600176. SH) ranked first, of which Aier Eye Hospital Group Co.Ltd(300015) was net sold by 2.229 billion yuan, Jiangsu Hengrui Medicine Co.Ltd(600276) was net sold by 1.405 billion yuan, Midea Group Co.Ltd(000333) was net sold by 1.188 billion yuan, and China stock market news was net sold by 1.077 billion yuan, China Jushi Co.Ltd(600176) was sold for 745 million yuan.
