According to the statistics of securities times · databao, as of May 19, the net outflow of funds from northbound has exceeded 8.5 billion yuan since May. From a single trading day in May, the net outflow on May 16 and May 10 was more than 7.5 billion yuan, and the net inflow of funds going north on the latest trading day was 5.124 billion yuan.
There were differences between leveraged funds and northbound funds. On May 18, the financing balance was 1.45 trillion yuan, an increase of 12.66 billion yuan over the end of last month, and increased for three consecutive weeks.
Beishang capital active shares
style switching
Compared with before, the northbound capital active stocks listed since may have switched from pharmaceutical consumption to new energy, home appliances and other industries China Merchants Bank Co.Ltd(600036) net purchases topped the list, reaching 1.256 billion yuan, and Midea Group Co.Ltd(000333) , Byd Company Limited(002594) net purchases exceeded 1 billion yuan. In addition, the net purchases of Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Longji green energy and Gree Electric Appliances Inc.Of Zhuhai(000651) all exceeded 800 million yuan.
In the same period, the net outflow of Contemporary Amperex Technology Co.Limited(300750) , Zijin Mining Group Company Limited(601899) , Kweichow Moutai Co.Ltd(600519) exceeded 1 billion yuan, of which the net outflow of Contemporary Amperex Technology Co.Limited(300750) was as high as 3.725 billion yuan, and the net outflow on May 5 alone exceeded 3.5 billion yuan, which was mainly dragged down by the lower performance of the first quarter than the market expectation.
Beishang funded financial customers
increase positions of 15 blue chip stocks that are oversold
According to the statistics of databao, 48 stocks have been continuously increased by northbound capital and financing customers in the past two weeks, with a large number of basic chemical, food and beverage and mechanical equipment stocks. Kingnet Network Co.Ltd(002517) , Anhui Jinhe Industrial Co.Ltd(002597) , Kpc Pharmaceuticals Inc(600422) and other stocks increased significantly by more than 0.5 percentage points; In the same period, financing customers increased their positions significantly, including Shanghai Junshi Biosciences Co.Ltd(688180) -u, Gd Power Development Co.Ltd(600795) , Kpc Pharmaceuticals Inc(600422) and so on, with positions increased by more than 40%.
From the perspective of fundamentals, the average increase of net profit of the above 48 shares in the first quarter of 2022 exceeded 75%, and the increase of Jiangxi Special Electric Motor Co.Ltd(002176) , Do-Fluoride New Materials Co.Ltd(002407) , Jizhong Energy Resources Co.Ltd(000937) , etc. exceeded 500%; In terms of valuation, the 48 stock market has an average earnings ratio of 30 times; 48 shares fell by more than 10% on average during the year, while Will Semiconductor Co.Ltd.Shanghai(603501) , Beijing Shunxin Agriculture Co.Ltd(000860) , Estun Automation Co.Ltd(002747) and other shares fell by more than 35%.
Further, among the 48 stocks mentioned above, the net profit increased by more than 20% in the first quarter of 2022, and there were 15 stocks with a decrease of more than 10% in the year. The price earnings ratio of Ping An Bank Co.Ltd(000001) , Cts International Logistics Corporation Limited(603128) , Anhui Jinhe Industrial Co.Ltd(002597) and other five stocks with low valuation was less than 15 times, and the correction of Estun Automation Co.Ltd(002747) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) and other five stocks exceeded 30% in the year. The performance of 4 shares doubled, including Do-Fluoride New Materials Co.Ltd(002407) , Nanjing Yunhai Special Metals Co.Ltd(002182) , Beijing Yanjing Brewery Co.Ltd(000729) , Anhui Jinhe Industrial Co.Ltd(002597) . Compared with the increase of positions on May 6, the latest positions held by financiers are Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) etc.
