During the national day, the sales of Guizhou Maotai e-commerce platform channel was officially launched. Alibabas consumption data report of the golden week of 2019 shows that three million people rushed to buy Feitian Maotai in tmall supermarket in the first three days of the national day. Suning Easy also said that as of 6 p.m. on October 7, 366,700 people had made an appointment to buy 53-degree-parity Feitianmaotai.
Stimulated by strong consumption data, Beishengs capital continued to decrease before the festival. This week, it bought a small net of 234 million yuan in Maotai, Guizhou Province. Wuliangye and Yanghe shares also received a net purchase of 267 million yuan and 112 million yuan in Beishengs capital.
This week, five stocks in the real estate sector also gained an increase of more than 100 million yuan of capital in the north, namely, Vanke As net purchase of 375 million yuan, golden land groups net purchase of 196 million yuan, Poly Real Estates net purchase of 196 million yuan, China Merchants Shekous net purchase of 180 million yuan, and Huaxia happinesss net purchase of 132 million yuan.
Dahua shares, affected by the US Department of Commerces plan to be included in the entity list, were sold a net of 387 million yuan by Beijing capital this week, the second most shares sold. PetroChina, Hengrui Pharmaceutical, Sanan Optoelectronics, Gree Electric and other 22 stocks were also sold more than 100 million yuan by Beisheng this week.
Reduction of Pork Concept Unit
Or by the impact of external shocks, this week only five shares of Jidian, Zhonggong International, Xingyuan Environment, Huapei Power, and Han Dingyuyou were more than doubled by Beisheng Capital.
According to the data of China Electric Power Enterprise Federation, the investment of wind power projects in China from January to July was 35.5 billion yuan, an increase of 51.6% over the same period last year. Since March, the domestic monthly wind power investment has achieved year-on-year growth for four consecutive months.
The shares of Jidian Electric Power, which is mainly engaged in thermal power, wind power and solar power, were favored by Beihang Capital this week. The shares increased from 3.56 million shares before the festival to 10.04 million shares, with an increase of more than 179%, especially 6.19 million shares on the first trading day after the festival.
Longjie, Suzhou, was reduced this week from 150,000 shares before the festival to 7,100 shares by the nearly empty position of Beisheng Capital.
On Thursday, four pig-raising enterprises simultaneously released the Live Pig Sales Bulletin of September 2019, which showed that the sales revenue of live pigs increased sharply year-on-year, but Northern Capital sharply reduced its holdings of pork concept stocks this week.
According to Zhengbang science and technology briefing, 522100 pigs were sold in September 2019, up 62.26% month on month, down 5.82% year on year. Sales revenue was 1.288 billion yuan, up 111.16% annually and 64.41% year-on-year. Beisheng Capital holds Zhengbang Science and Technology Stock from 33.76 million shares before the Festival to 26.41 million shares, with a cash arbitrage of nearly 120 million yuan.
After the Ao Nong Biological Festival, which is mainly engaged in feed and pig farming, was continuously reduced from 3.98 million shares to 1.03 million shares, with a reduction of 74.12%. For Longda meat, which is mainly engaged in processing meat products and slaughtering pigs, the shares held by Beishang capital decreased from 867700 shares before the festival to 291500 shares, with a reduction of more than 66%.
Shanghai Meilin, New Wufeng, Hefeng and other pork conceptual stocks have also been sharply reduced this week by northbound funds.