This week, northbound funds bought a net 7.445 billion yuan, and the average daily turnover shrank slightly compared with last week.
not too far from the market, it continues the pattern of strong Shanghai and weak Shenzhen since the new year. The Shanghai Stock connect bought a net 7.466 billion yuan for the seventh consecutive week, while the Shenzhen Stock connect was sold a small net of 2002 million yuan for two consecutive weeks.
This week, northward capital net bought more stocks
bank shares were net bought by 5.4 billion
Undervalued bank stocks continue to be favored by northbound funds. This week, they bought more than 5.4 billion yuan again, far ahead of other industries. The electrical equipment industry received a net purchase of more than 3.5 billion yuan this week, and the non-ferrous metal industry received a net purchase of nearly 2.9 billion yuan, ranking second and third in the industry respectively. Transportation, chemical industry, mechanical equipment, light industry manufacturing and other 10 industries also received a net purchase of more than 100 million yuan of funds going north this week.
with the repeated global epidemic, pharmaceutical stocks have soared continuously since the new year, becoming the strongest plate. However, it is unexpected that this week, the funds going north sold nearly 3 billion yuan in the pharmaceutical and biological industry, which is the only industry with a net sales of more than 1 billion yuan. Computer, household appliances, public utilities, real estate and other 12 industries were also net sold by funds going north this week, exceeding 100 million yuan.
In recent years, China’s population structure is aging day by day, and the application of industry Siasun Robot&Automation Co.Ltd(300024) is growing rapidly. According to the data of the National Bureau of statistics, the industrial Siasun Robot&Automation Co.Ltd(300024) output from January to November 2021 was 207000 sets, with a year-on-year increase of 22.2%. China has become the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) market, accounting for 45.8% of the global market share. However, compared with developed countries in automation level, there is still a certain gap in China’s industrial Siasun Robot&Automation Co.Ltd(300024) density. According to the data of the international Siasun Robot&Automation Co.Ltd(300024) Federation, the industrial Siasun Robot&Automation Co.Ltd(300024) density in China is 246 sets / 10000 people, while the industrial Siasun Robot&Automation Co.Ltd(300024) density in Japan, Germany and South Korea are 390 sets / 10000 people, 371 sets / 10000 people and 932 sets / 10000 people respectively, all exceeding China by more than 50%.
Estun Automation Co.Ltd(002747) is strongly sought after by funds
Siasun Robot&Automation Co.Ltd(300024) concept equity week is the focus of northbound capital. Nari Technology Co.Ltd(600406) mainly engaged in software and hardware development and system integration services of power automation. Automation products are involved in many fields such as power, petrochemical, municipal, rail transit and so on. Nari Technology Co.Ltd(600406) patrol inspection Siasun Robot&Automation Co.Ltd(300024) has become unique in technology and market. According to the prediction of NARI Group, the industrial scale of Siasun Robot&Automation Co.Ltd(300024) live distribution operation alone will reach 2.3 billion yuan by 2023.
Northbound capital spent more than 1.5 billion yuan this week to increase its holdings of Nari Technology Co.Ltd(600406) 3857 million shares, which was the largest net purchase of stocks this week. Its total holdings reached 754 million shares, a new high in recent two months. Its total stock market value reached 29.8 billion yuan, continuously surpassing China stock market news and Shenzhen Inovance Technology Co.Ltd(300124) , becoming the 16th largest heavy position stock of northbound capital.
Estun Automation Co.Ltd(002747) main automation core components and motion control systems, and intelligent manufacturing systems such as industrial Siasun Robot&Automation Co.Ltd(300024) . This week, Estun Automation Co.Ltd(002747) said on the investor interaction platform that the company’s Siasun Robot&Automation Co.Ltd(300024) design capacity is 15000 sets / year, and provides Siasun Robot&Automation Co.Ltd(300024) services for yuancosmic ar equipment enterprises.
Therefore, Estun Automation Co.Ltd(002747) was strongly sought after by funds this week, rising 11.64% against the trend. Northbound capital also spent 544 million yuan to increase its holdings of Estun Automation Co.Ltd(002747) more than 20.86 million shares, accounting for 2.4% of the total share capital. It is the only stock to increase its holdings of shares accounting for more than 2% of the total share capital this week. After nearly three months, its total position broke through 200 million shares again, accounting for 23.48% of the total share capital
Due to the substantial increase in the position of funds going north, the total shareholding of Estun Automation Co.Ltd(002747) foreign capital (including QFII and rqfii) is as high as 243 million shares, exceeding 28% of the total share capital. According to relevant regulations, from this Friday, foreign capital will be prohibited from continuing to buy Estun Automation Co.Ltd(002747) and can only be sold unilaterally. Normal buying can not be resumed until the foreign capital shareholding falls below 26% of the total share capital.
Galaxy Securities said that China’s Siasun Robot&Automation Co.Ltd(300024) industrial scale has grown rapidly and has become the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) consumer for eight consecutive years. During the 14th Five Year Plan period, the development target of Siasun Robot&Automation Co.Ltd(300024) is to double the finger density, and the average annual growth rate of industrial revenue is more than 20%. It is expected that there will be leading local ontology and core parts enterprises in the future. Focus on the investment opportunities of hard technology related mechanical equipment under meta universe and intelligent manufacturing, including 3C automation leading enterprises.
