The peripheral market continues to impact A-share capital in the north to change hands

category:Finance
 The peripheral market continues to impact A-share capital in the north to change hands


Large reduction of white horse shares

Among the 25 stocks with positions of more than 10 billion yuan held by Beishang capital, only Ningde times, Mindray medical and Industrial Bank were net purchased of 841 million yuan, 430 million yuan and 284 million yuan respectively, and other stocks with positions of more than 10 billion yuan were net sold. In total, 85 shares were sold around Beishang with net sales of over 100 million yuan.

Although the market is volatile, but trading is still very active, two consecutive eight trading days trading more than trillion yuan. As the transaction was too hot, the trading software of Tongda letter crashed for a while. Customer service responded that the server was expanding its capacity in an emergency due to failure or too large capacity. Hang Seng electronics and Tong Huashun, the listed companies that also provide securities trading services, gained a large amount of capital to increase their positions against the trend.

Hang Sengs shares hit a four-and-a-half-year high this week. Beishang capital spent 508 million yuan to increase its holding of more than 5.14 million shares of Hang Seng electronics. Its position increased from 39.79 million shares at the end of last week to 44.93 million shares, a record high, and its market value reached a record high of more than 4.5 billion yuan.

Tonghuashun announced its 2019 annual results this week, achieving a net profit of 898 million yuan, a year-on-year increase of 41.6%. Meanwhile, it is expected to achieve a net profit of 100 million yuan to 131 million yuan in the first quarter of 2020, a year-on-year increase of 0% ~ 30%. Tonghuashuns share price hit a record high this week, with a net purchase of 425 million yuan by northbound capital, the third largest single share net purchase this week. Its shareholding increased from 10.99 million shares at the end of last week to 14.04 million shares, with a market value of 1.884 billion yuan.

This week, 32 shares, including Dahua, Wentai, huiding and Weichai Power, also bucked the trend and gained a net purchase of more than 100 million yuan of capital from Beishang.

Continue to increase positions in technology stocks

Although the recent adjustment of science and technology stocks, the capital of Beishang still increased the positions of relevant stocks substantially. Yangjie technology is mainly engaged in the R & D and sales of discrete device chips. Since this year, with the popularity of technology stocks, it has more than doubled. The rich profits make the companys controlling shareholders and the actual controllers concerted action person, jiejie management plan, unable to help but plan to reduce the total number of shares no more than 14.1259 million. This week, Beishang capital bucked the trend and bought 174 million yuan. Its holding increased from 3.91 million shares at the end of last week to 9.58 million shares, with an increase of 145%. Its holding of shares and stock market value reached a record high.

Schland micro is mainly engaged in the development and sales of integrated circuit products for consumer complete machines. Although the net profit of the third quarter report fell 66.65% year-on-year, and it is expected that the performance of 2019 will drop 70% ~ 90% year-on-year, but the stock price has hit a record high in the wave of science and technology stock speculation. Although there is some adjustment this week, Beishang capital took the opportunity to significantly increase its position, and its shareholding increased from 14.35 million shares at the end of last week to 28.09 million shares, nearly doubled.

Recently, the Ministry of industry and information technology issued the guidance on orderly promoting the resumption of industrial communication enterprises, focusing on supporting the development and resumption of 5g and accelerating the pace of 5g business. 5g concept stocks also gained capital from the north and actively increased their positions. 3D communication released a quick report on its performance in 2019 on the evening of the 28th, realizing a net profit of 160 million yuan, down 25.42% year-on-year. However, this week, Beishang capital spent more than 26.15 million yuan to increase its holdings of 1.98 million shares in 3D communications. Its positions increased from 1.37 million shares at the end of last week to 3.35 million shares, more than doubling.

The national defense and military industry shares were less affected by the epidemic, with relatively stable performance, and favored by funds from the north. Yaguang technology is mainly engaged in the R & D and design of marine equipment and its products. It is expected to achieve a net profit of 215-263 million yuan in 2019, an increase of 35% - 65% year on year. Beishang capital spent 33.41 million yuan this week on net buying, and its shareholding increased from 3.19 million shares at the end of last week to 5.45 million shares, increasing the position by more than 70%. Yuxin technology, Jiafa education, Eastcom, dip technology and other 51 equity weeks were also increased by more than 50% of the capital positions of Beishang.