Market sentiment was boosted again, institutional funds took advantage of the situation to buy multiple stocks, and the northward funds and institutional funds increased their positions at the same time.
infrastructure sector is favorable and frequent
Recently, the infrastructure sector has made frequent positive comments. The Political Bureau of the CPC Central Committee held a meeting yesterday. The meeting proposed to fully expand China’s demand, give play to the key role of effective investment, strengthen the guarantee of land, energy use and environmental assessment, and comprehensively strengthen infrastructure construction.
Earlier, on April 26, the 11th meeting of the central financial and Economic Commission stressed the need to comprehensively strengthen infrastructure construction and build a modern infrastructure system to lay a solid foundation for building a modern socialist country in an all-round way.
With the support of favorable policies, the capital stock of the infrastructure sector has risen against the market for many months, Guangdong Sanhe Pile Co.Ltd(003037) , Anhui Construction Engineering Group Corporation Limited(600502) , Anhui Transport Consulting & Design Institute Co.Ltd(603357) , Shandong Hi-Speed Road&Bridge Co.Ltd(000498) all increased by more than 20% since this month.
In terms of performance, the net profit attributable to the parent company of seven infrastructure stocks in the first quarter increased by more than 50% year-on-year, and the profits of Qingdao East Steel Tower Stock Co.Ltd(002545) , Zhejiang Communications Technology Co.Ltd(002061) , Xinjiang Communications Construction Group Co.Ltd(002941) and Xinjiang Communications Construction Group Co.Ltd(002941) doubled year-on-year.
Qingdao East Steel Tower Stock Co.Ltd(002545) the first quarterly report shows that the net profit attributable to the parent company is 201 million yuan, with a year-on-year increase of 326.54%. According to the previous performance forecast, the profit growth is due to the sharp rise in the market price of potassium chloride products, another main business of the company, compared with the same period of the previous year, and the company’s potassium fertilizer business is expected to achieve a substantial growth.
9 shares obtained institutional funds to increase positions against the market
In April, the A-share market fluctuated greatly. The Shanghai stock index once fell below 2900 points. Recently, affected by multiple favorable policies, the main stock indexes rose for three consecutive days, the market sentiment was boosted again, and institutional funds took advantage of the situation to buy multiple stocks.
According to the statistics of securities times · databao, according to the dragon and tiger list information disclosed after hours, the institutional special seats sold a total of 2.187 billion yuan in April, of which 22 shares were sold by the institution for more than 100 million yuan, while 9 shares were added by the institution against the market, with a net purchase of 100 million yuan. CNOOC, Andon Health Co.Ltd(002432) , Beijing Kingsoft Office Software Inc(688111) obtained the highest net purchase amount, with 1.812 billion yuan, 508 million yuan and 168 million yuan respectively.
CNOOC went public on April 21 and rose 27.69% on the day of listing. At the opening, trading was temporarily suspended due to a 44% increase. According to the data of the dragon and tiger list, on the first day of listing, organic organizations invested 704 million yuan to buy CNOOC net. On the same day, three organizations bought and sold net, with a total net purchase of 959 million yuan. In the past three days, CNOOC has continuously disclosed the dragon and tiger list due to the turnover rate of 20%, and institutional seats have been frequently listed on the list. Since listing, the total net purchase of institutional funds by CNOOC is 1.812 billion yuan.
Andon Health Co.Ltd(002432) yesterday raised the limit to disclose the first quarter report and the 2021 annual report. According to the announcement, the company realized a net profit attributable to the parent company of 909 million yuan in 2021, a year-on-year increase of 274.96%, and a net profit attributable to the parent company of 14.312 billion yuan in the first quarter of this year, a year-on-year increase of 3752735%.
The company also suggested in the annual report that the performance growth is mainly driven by the substantial growth in the sales of ihealth kit products. The development of the epidemic in the future has strong uncertainty, which may greatly affect the demand of kit products.
In terms of industry, the individual stocks with a net purchase of more than 100 million yuan by institutional funds are concentrated in the pharmaceutical and biological industry, accounting for nearly half, including Andon Health Co.Ltd(002432) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Shanghai Junshi Biosciences Co.Ltd(688180) -u, Shanxi Zhendong Pharmaceutical Co.Ltd(300158) .
The A shares rose by 77.62% in the third month of this month, with all rising by 7 month. Yesterday China Resources Double-Crane Pharmaceutical Co.Ltd(600062) opened high and then made a correction, closing up slightly by 1.24%.
two funds increase 18 shares at the same time
The action of northbound capital is often opposite to that of institutional capital. The individual stocks bought by many institutions were reduced by northbound capital, including Beijing Kingsoft Office Software Inc(688111) , Shanghai Fudan Microelectronics Group Co.Ltd(688385) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) this month.
It is worth noting that in the 18th month, the capital stock obtained two capital positions at the same time. The shareholding of Beishang capital of Huafa Industrial Co.Ltd.Zhuhai(600325) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Henan Shenhuo Coal&Power Co.Ltd(000933) ranked first, with more than 10 million shares.
In terms of the market situation, the capital stock of the two major capital positions fell by an average of 3.8% on a monthly basis, slightly outperforming the market. The infrastructure concept stocks with positions increased performed well, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) , Xinjiang Communications Construction Group Co.Ltd(002941) , Hainan Development Holdings Nanhai Co.Ltd(002163) this month, with 22.95%, 18.82% and 15.75% respectively.
Photovoltaic leader Sungrow Power Supply Co.Ltd(300274) led the correction range in this month, with a decrease of more than 40%. During the month, it still received a small increase in northbound funds, and its shareholding increased by 3.6599 million shares.
