Two pharmaceutical stocks Aier Eye Hospital Group Co.Ltd(300015) and Jiangsu Hengrui Medicine Co.Ltd(600276) were among the top net sellers of funds going north.
funds going north continue to flow into the communication industry
This week, the A-share market received a net purchase of 7.445 billion yuan from funds going north, of which the net inflow of Shanghai Stock connect was 7.465 billion yuan and the net outflow of Shenzhen Stock connect was 20 million yuan. In January, the net inflow of northbound capital was 13.649 billion yuan, of which Shanghai Stock connect was the main inflow channel, with a net inflow of 14.318 billion yuan, while Shenzhen Stock connect had a net outflow of 670 million yuan. Since December last year, the underlying stocks of Shanghai Stock connect have become more popular, and the net inflow of Shanghai stock market has been greater for many weeks. Since December, the Shanghai stock index has fallen by 1.2%, and the Shenzhen Component Index has fallen by 4.36%. The performance of Shenzhen stock market is weaker than that of Shanghai stock market.
In terms of the industry, the shareholding of 11 Shenwan industries increased this week, with the highest month on month increase of 5.44% for non-ferrous metals, followed by the month on month increase of comprehensive, banking and communication, with a month on month increase of more than 2%, and there was little change in the shareholding of other net inflow industries. The market fluctuated greatly this week. Bank stocks, as an undervalued risk aversion sector, were favored by funds, and nearly 80% of bank stocks were increased by going north.
Northbound capital recently reduced its holdings in the carbon neutralization sector, and the holdings of environmental protection and public utilities decreased by more than 3% month on month. This week, the utility sector showed an oversold rebound, and the industry index kept rising by 2.13% while adjusting the market. Funds going north chose to reduce their positions in the carbon neutralization sector at this time.
From the perspective of shareholding continuity, communication industry has obtained funds to go north for nine consecutive weeks, during which the shareholding increased by 21.15%. In terms of news, the digital economy has been highlighted many times recently. The State Council has issued the “14th five year plan” for the development of digital economy. The plan focuses on the optimization and upgrading of four major information network infrastructure projects, including 5g, IPv6, optical fiber and the Internet of things. The communication sector is fully positive. The top communication stocks with increased holdings of northbound funds this week include Jiangsu Zhongtian Technology Co.Ltd(600522) , Hengtong Optic-Electric Co.Ltd(600487) , Eoptolink Technology Inc.Ltd(300502) .
medical white horse was sold by funds going north
According to the statistics of securities times · databao, a total of 40 shares were listed on the list of active capital transactions in the north this week. In terms of industries, among the listed stocks, the turnover of food and beverage, electrical equipment, medicine and biology industries exceeded 10 billion yuan, the net purchase of electrical equipment was the most, totaling 2.6 billion yuan, and the net sales of medicine and biology were the most, totaling 1.979 billion yuan.
Power equipment equity week is favored by funds going north. Four of the top ten active stocks purchased net belong to the electrical equipment industry, including Nari Technology Co.Ltd(600406) , Longi Green Energy Technology Co.Ltd(601012) , Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) . Last week, the national energy administration, the Ministry of agriculture and rural areas and the National Bureau of Rural Revitalization jointly issued the implementation opinions on accelerating the transformation and development of rural energy and promoting rural revitalization. The document specifies that a number of green and low-carbon pilot projects for rural energy will be completed by 2025, and the proportion of wind power, Cecep Solar Energy Co.Ltd(000591) , biomass energy and geothermal energy in rural energy will continue to increase, The document further clearly supports the development of rural renewable energy and accelerates the release of rural renewable energy resources.
Aier Eye Hospital Group Co.Ltd(300015) , Jiangsu Hengrui Medicine Co.Ltd(600276) two pharmaceutical stocks ranked first in the net sales of funds going north, with 2.226 billion yuan and 1.168 billion yuan respectively. The trend of the pharmaceutical industry is divided this week. Under the short-term catalysis of the epidemic, the anti epidemic related detection and innovative drugs sectors have performed well, while the performance of traditional Chinese medicine, hospitals and offline pharmacies is relatively weak.
The capital position of 21 shares going north doubled
According to the statistics of data treasure, in terms of the range of position increase, there were 21 stocks with a month on month increase of more than 100% this week. The highest month on month increase was Guangdong Guanghua Sci-Tech Co.Ltd(002741) . Northbound capital recently held 960300 shares, with a month on month increase of 710.48%; Followed by Xiamen Hongxin Electronics Technology Group Inc(300657) , Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , with a month on month increase of 408.3% and 323.16%.
In terms of market performance, northbound capital significantly increased its position, and the performance of equity was differentiated this week, with an average slight decline of 0.7%. Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Zhejiang Tiantie Industry Co.Ltd(300587) Hebei Changshan Biochemical Pharmaceutical Co.Ltd(300255) led the increase, with an increase of more than 10%, and Kbc Corporation Ltd(688598) fell by 12.35%.
Ningbo Ronbay New Energy Technology Co.Ltd(688005) has been greatly increased by northbound funds for two consecutive weeks. The stock opened the Shanghai Stock connect on December 13 last year, and its shareholding has continued to grow since its opening. According to the company’s performance forecast for 2021, the net profit attributable to the parent company in 2021 is expected to be RMB 890 million-920 million, with a year-on-year increase of 317.71% to 331.79%. The company said that during the reporting period, the penetration rate of high nickel technology route in the terminal of new energy vehicles was further improved. Driven by the high demand of downstream customers, the company accelerated the release of new production capacity, doubled its annual sales year-on-year, and maintained its leading position in China’s ternary cathode material market.
There are Dirui Industrial Co.Ltd(300396) , Ningbo Construction Co.Ltd(601789) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) , Jones Tech Plc(300684) with a significant reduction in capital holdings in Beishang, and the shareholding ratio has decreased by more than 70% month on month. The number of shares held by Dirui Industrial Co.Ltd(300396) decreased by 83.89%. Recently, the company said on the investor Q & a platform that the company has no direct sales products for detecting Helicobacter pylori, and there is a technical platform for detecting Helicobacter pylori. The specific mass production and sales time of relevant products are not determined in the registration and declaration.
17 shares were increased by northbound capital for seven consecutive weeks
According to the statistics of data treasure, a total of 17 shares have been increased by northbound capital for seven consecutive weeks. From the number of increased shares, China State Construction Engineering Corporation Limited(601668) , Haitong Securities Company Limited(600837) , Tongkun Group Co.Ltd(601233) have the largest number of increased shares by northbound capital, with 506 million shares, 91 million shares and 26 million shares respectively. The continuous increased shares are mainly in banking, electronics and power equipment industries.
China State Construction Engineering Corporation Limited(601668) this week, the correction was 4.2%, and the funds going north continued to increase their positions. The company announced on Friday that it formed a consortium with China Construction First Engineering Bureau and other units to win the PPP project of Jiangyong Guilin (Guangxi section) phase I project. The estimated total investment of the project is about 10.702 billion yuan, accounting for about 0.66% of the company’s audited operating revenue in 2020..
In terms of market performance, the capital stock of northbound capital increased continuously, with mixed weekly gains and losses, with an average slight increase of 0.74%, Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) falling by 14.16%, leading the decline, Bethel Automotive Safety Systems Co.Ltd(603596) , Yunnan Energy New Material Co.Ltd(002812) , Hunan New Wellful Co.Ltd(600975) rising greatly.
