On the industry side, after a period of adjustment, this week food and beverage has regained the favor of BeiShang Capital, which has invested heavily in relevant stocks. The surge in international gold prices has also attracted heavy capital from the north to buy gold stocks. Cement, medicine and biology industries have also received the focus of northbound funds.
Repeated Operation of Military Industry Unit
In terms of individual stocks, Beisheng Capitals recent operations on defense military industry stocks appear to be volatile. The research, production and sale of military electronic components such as HTC Tantalum Capacitor, which is the main business of HTC Electronics, reported a net profit increase of 30.07% in the first quarter compared with the same period of last year. It is estimated that the net profit will reach 155 million to 194 million yuan in the second half of the year, an increase of 20% to 50% over the same period of last year. But last week, Beisheng Capital just reduced its short position in Hongda Electronics. This week, it was bought back by Beisheng Capital. Its stock holdings increased from 79,500 shares last weekend to 1,665,700 shares, more than 20 times larger than that of the previous weekend, making it the largest increase in capital position in Beisheng this week, with a record number of shares.
China Shipping Technology, which is engaged in technology development in the field of ship science and technology and marine science and technology, operates the same way as HTC Electronics. Last week, it sharply reduced its position by nearly 80%. Its stock holdings dropped from 1.23 million shares to 260,000 shares. This week, it bought back more than 2 million shares and increased its stock holdings to 2.62 million shares, which is close to the highest level in history. China Shipping Technology reported net profit of 65.43 million yuan in 2018, an increase of 115.09% over the same period last year, and 85.53 million yuan in the first quarter of 2019, an increase of 672.99% over the whole year last year.
Chinas emergency response was also sharply reduced by Beishengs capital last week without warning. Its stock holdings dropped from a high of 22.29 million shares to a low of 425.9 million shares. This week, it suddenly bought back a large number of shares. When Chinas emergency rise and stop on Thursday, Beishengs capital bought more than 1.32 million shares and its position increased to 190.78 million shares.
Continue to buy gold stocks
Prices of gold, cobalt, nickel, rare earth and other non-ferrous metals have risen sharply, which has led to a sharp rise in the A-share non-ferrous metal plate. Capital from the North has also made a lot of money. Thirteen of the top 20 stocks in this weeks northbound fund holdings are non-ferrous stocks, but the operation of specific stocks is quite different.
For gold stocks, the north capital continues to buy warehouses. Gold, Guizhou and Silver Northern Capital Holdings soared from 880,000 shares last weekend to 9.04 million shares, more than 10 times the increase, the second largest increase in the Northern Capital this week. Huayu Minings Northern Capital Holdings increased from 669,000 shares last weekend to 505,900 shares.
Hunan Gold and Shengtun Mining Industry has more than doubled its warehouse by going north this week. The northward capital holdings in Zijin Mining and Zhongjin Gold were increased to the highest level in history this week.
For rare earth and cobalt conceptual stocks, northbound funds are on the rise and on the decline. Beisheng Capital has reduced its holdings of research materials for nine consecutive trading days. Last week, it sharply reduced its holdings of more than 5 million shares, from a historical peak of 10.64 million shares to 5.44 million shares. This week, it reduced its holdings of more than 3 million shares to 1.7 million shares, and reduced its holdings by more than 80% in two weeks.
BeiShang Capital has been very successful in the operation of the cold cobalt industry. Last week, the capital of Beisheng just doubled its holding in the cold cobalt industry, with a total of 169,400 shares and a maximum of 463,300 shares. This week, the cold sharp cobalt industry had two consecutive trading boards, taking advantage of the opportunity to reduce capital holdings, shareholding fell to 227,700 shares. Hengdian Dongmagnet, Zhongse Stock, Zhongke Sanhuan and other rare earth conceptual stocks were reduced by more than 50% this week.
After five months of continuous reduction, Beisheng Capital invested 850 million yuan this week to increase its holdings of more than 716,000 shares of Wuliangye, the largest net purchases for Beisheng Capital this week. Yanghe shares have fallen continuously in recent years. Beisheng Capital took the opportunity to bottom more than 2.24 million shares this week at a cost of 237 million yuan. Maotai, Guizhou Province, was also slightly increased by more than 50,000 shares this week. Nineteen shares, including Wens, Longji, Wanhua Chemistry and Conch Cement, were also increased by more than 100 million yuan this week.
This week, funds went north to sharply reduce their holdings of financial stocks. Ping An was sold 1.658 billion yuan net, China Merchants Bank was sold 680 million yuan net and Industrial Development Bank was sold 657 million yuan net, accounting for the top three net sales of funds this week. In addition, nine bank stocks, such as Bank of China, Construction Bank, Agricultural Bank and Industrial and Commercial Bank, were also sold more than 100 million yuan in net capital from Beisheng this week. China Taibao, Shaanxi Investment A, Anxin Trust and other non-bank financial stocks were also among the top holdings of northbound funds.
This week, non-ferrous stocks have made a big profit for Beisheng, while real estate stocks have caused heavy losses for Beisheng. Bright Real Estate has fallen 23.9% this week for two consecutive stops, making it the biggest drop in capital positions this week. This weeks northbound funds also continued to reduce their holdings of Bright Real Estate, from 36.26 million shares last weekend to 22.25 million shares. The stock market value dropped from more than 200 million yuan to 89 million yuan. Shanghai Lingang also had two stops this week, and Beisheng capital held more stock market value. At the beginning of this week, it also held 488 million yuan market value of Shanghai Lingang, with 13.18 million shares. When the stock price fell sharply, Beisheng capital sold more than 5 million shares, reduced its position to 8.25 million shares, and reduced its market value to 234 million yuan. Real estate stocks held by Shangshi Development, Chongqing Development and other capital from Beisheng all fell the most this week. Source: Responsible Editor of Securities Times: Yang Bin_NF4368
This week, non-ferrous stocks have made a big profit for Beisheng, while real estate stocks have caused heavy losses for Beisheng. Bright Real Estate has fallen 23.9% this week for two consecutive stops, making it the biggest drop in capital positions this week. This weeks northbound funds also continued to reduce their holdings of Bright Real Estate, from 36.26 million shares last weekend to 22.25 million shares. The stock market value dropped from more than 200 million yuan to 89 million yuan.