According to the intelligent monitoring of 21 INVESTMENT link, on January 12, the net purchase of northbound funds was 7.018 billion yuan, including 4.783 billion yuan for Shanghai Stock link and 2.235 billion yuan for Shenzhen Stock link.
increase bank holdings and decrease household appliance industry
In terms of net purchase amount, northbound capital increased its holdings in 67 industries, with banks taking the lead, with a net purchase amount of 1.776 billion yuan, followed by the photovoltaic equipment industry, with a net purchase of 1.158 billion yuan. Northbound capital reduced its holdings in 33 industries, including the home appliance industry, with a net sales amount of 573 million yuan, followed by the steel industry, with a net sales of 385 million yuan.
Huatai Securities Co.Ltd(601688) said that the social finance increment in December was 2.37 trillion yuan (wind unanimously expected 2.43 trillion yuan), an increase of 720.6 billion yuan year-on-year. The stock increased by 10.3% year-on-year at the end of December, which was + 0.2pct compared with the end of November. The main concerns are: 1) weak credit demand and policy support; 2) The decline of off balance sheet financing expanded and the issuance of government bonds accelerated; 3) The growth rate of M2 increased and the lending rate decreased. In the history of resumption of trading, banks can often obtain excess returns relative to the Shanghai stock index in January. Performance catalysis + policy care + capital allocation drive the bank sector to repair the market. It is suggested to grasp the opportunity of high-quality stocks.
net purchase Nari Technology Co.Ltd(600406) 681 million yuan, net sales Eve Energy Co.Ltd(300014) 552 million yuan
In terms of individual stocks, BEIXIANG capital net bought Nari Technology Co.Ltd(600406) (600406. SH), Contemporary Amperex Technology Co.Limited(300750) (300750. SZ), Industrial Bank Co.Ltd(601166) (601166. SH), Longi Green Energy Technology Co.Ltd(601012) (601012. SH), Ganfeng Lithium Co.Ltd(002460) (002460. SZ), of which Nari Technology Co.Ltd(600406) was net bought by 681 million yuan, Contemporary Amperex Technology Co.Limited(300750) was net bought by 626 million yuan, Industrial Bank Co.Ltd(601166) was net bought by 624 million yuan, Longi Green Energy Technology Co.Ltd(601012) was net bought by 561 million yuan, and Ganfeng Lithium Co.Ltd(002460) was net bought by 419 million yuan.
Northbound capital net sales Eve Energy Co.Ltd(300014) (300014. SZ), Midea Group Co.Ltd(000333) (000333. SZ), Aier Eye Hospital Group Co.Ltd(300015) (300015. SZ), Jiangsu Hengrui Medicine Co.Ltd(600276) (600276. SH), and China stock market news (300059. SZ) ranked first, of which Eve Energy Co.Ltd(300014) was sold for 552 million yuan, Midea Group Co.Ltd(000333) was sold for 521 million yuan, Aier Eye Hospital Group Co.Ltd(300015) was sold for 472 million yuan, and Jiangsu Hengrui Medicine Co.Ltd(600276) was sold for 392 million yuan, China stock market news was sold a net of 243 million yuan.
