In the first week of the year of the rat, the capital went to the north to wipe out goods and set a new high of more than 15.4 billion yuan

category:Finance
 In the first week of the year of the rat, the capital went to the north to wipe out goods and set a new high of more than 15.4 billion yuan


Market analysts generally believe that there are three advantages of A-share market that have attracted the attention of capital from Beijing.

First, China has a bright economic future. We should know that the economic fundamentals will ultimately be reflected in the performance of listed companies and market trends. In recent years, Chinas economic reform and transformation continued to increase, and its economic and financial resilience increased. In the face of the epidemic, the response was rapid and effective, which increased investors confidence in the economy. On February 3, the world bank and the International Monetary Fund (IMF) issued statements expressing their support and full confidence in Chinas measures for epidemic prevention and control and the resilience of Chinas economy. Many economists have said that on the whole, Chinas long-term economic development trend remains unchanged.

Second, the valuation of A-share market is low. Tonghuashun data shows that as of Fridays closing, the circulation market value of A-share market is 46927.252 billion yuan, the overall average dynamic P / E ratio is 15.62 times, and the average p / N ratio is 1.436 times, which is significantly lower than the average level of most so-called mature markets. There are 242 companies whose dynamic P / E ratio is less than 10 times in a shares of the two cities, and 433 companies whose stock price falls below net assets. If the P / E ratio is less than 10 times, it means that the funds invested by investors will be covered by the companys earnings in less than 10 years, while the broken net stock means buying with less than the stock assets, which indicates that the valuation of a shares has been seriously underestimated.

Third, the rule of law continues to improve, and a share is expected to be in the future. The coming implementation of the new Securities Law means that we are constantly improving the legal construction of the capital market. With the guidance of the rule of law, the development of the capital market will have power and guarantee. A mature capital market is bound to be a market highly dependent on the rule of law.

So what did Beishang capital buy after the Spring Festival? According to the data of the top ten trading active stocks of Shanghai and Shenzhen Stock connect, there are 30 active stocks bought by the capital in the north this week. The highest net purchase amount is Guizhou Maotai, with a weekly net purchase amount of 3.518 billion yuan, followed by Ping An of China, with a weekly net purchase amount of 2.843 billion yuan, followed by Gree Electric, Ningde Shidai, Shanghai airport, Yili shares and China National Tourism, with a weekly net purchase amount of 1 billion yuan Above. The weekly net purchase amount of the above-mentioned seven stocks of Beishang capital totaled 15.479 billion yuan. As for the future operation mode of northbound capital, Guoxin Securities said that generally speaking, as a typical smart capital, northbound capital has not stopped the layout of a shares in the past half a year, which is a market behavior under the global asset price comparison. Whats more, it reflects that the current a shares have a higher cost performance ratio. Standing at the current time point, a shares have a higher allocation value A fact remains true, and the trend of net inflow of capital to the north will continue. Source: responsible editor of Securities Daily: Yang qian_nf4425

So what did Beishang capital buy after the Spring Festival? According to the data of the top ten trading active stocks of Shanghai and Shenzhen Stock connect, there are 30 active stocks bought by the capital in the north this week. The highest net purchase amount is Guizhou Maotai, with a weekly net purchase amount of 3.518 billion yuan, followed by Ping An of China, with a weekly net purchase amount of 2.843 billion yuan, followed by Gree Electric, Ningde Shidai, Shanghai airport, Yili shares and China National Tourism, with a weekly net purchase amount of 1 billion yuan Above. The weekly net purchase amount of the above-mentioned seven stocks of Beishang capital totaled 15.479 billion yuan.

As for the future operation mode of northbound capital, Guoxin Securities said that generally speaking, as a typical smart capital, northbound capital has not stopped the layout of a shares in the past half a year, which is a market behavior under the global asset price comparison. Whats more, it reflects that the current a shares have a higher cost performance ratio. Standing at the current time point, a shares have a higher allocation value A fact remains true, and the trend of net inflow of capital to the north will continue.