Since the beginning of July, the transaction activity of Beishang capital has increased significantly, and the turnover has been significantly enlarged. Specifically, Beishangs capital inflow into and out of a shares is larger than that of one-way inflow. In the short term, it has certain risk prediction. Considering that the domestic macro-economic recovery is obviously faster than that of foreign countries, RMB assets are still attractive to the outside world, and the capital may gradually return to the north in the future.
Beishang capital focuses on light industry manufacturing industry
Securities Times u00b7 data treasure statistics show that the number of northbound capital holdings increased month on month this week, with 13 industries. In light industry manufacturing, chemical industry, public utilities and other industries, the number of capital holdings increased significantly. Among them, the number of shares in the light industry manufacturing industry increased most significantly on a month on month basis. Beishang capital held 882 million shares in the industry at the end of this week, with a month on month increase of 9.18%.
This week, the textile and clothing industry had the most obvious reduction in warehouse. This week, Beishang capital held 201 million shares of the industry, down 4.7% month on month. The industries with more reduction included non bank finance, national defense and military industry, etc. In particular, the defense and military industry, based on the arithmetic average, rose by 16.29% this week, far exceeding the 5.61% increase of the second non-ferrous metals. However, Beishang capital decreased its position by 2.12% this week.
Among the above industries, electronics, steel, and building decoration industries have been invested by Beishang capital for three consecutive weeks, with the number of shares increased by 3.93%, 4.25% and 1.05% compared with that three weeks ago.
A total of 32 stocks were listed on the active trading list this week. In terms of their industries, the electronic industry was the most concentrated, with 9 stocks on the list. The largest amount of transaction was Maotai, Guizhou, with a total transaction volume of 9.8 billion yuan this week; the second was the tax-free leading stock of China immunity, with an accumulated transaction amount of 8.288 billion yuan; the higher turnover amount was China Ping An, Lixun precision, etc.
According to the statistics of net buying and selling amount, there are 19 stocks on the list this week. The largest net purchase amount is Guizhou Maotai, with the net purchase amount of 721 million yuan this week, followed by Ningde times and North Huachuang, with the net purchase amount of 671 million yuan and 396 million yuan respectively. Among the net selling stocks, Ping An of China had the largest net sales amount, with a net sales volume of 1.407 billion yuan this week.
This week, a total of 748 northbound capital positions were added, and there were 80 stocks with a margin of more than 0.5 percentage points. Specifically, this week, guanghetong was the largest individual stock with 4.4782 million shares, and the number of increased shares accounted for 2.79% of the circulating shares; followed by Chalco international, the number of increased shares accounted for 1.87% of the circulating shares; other positions increased by Dahua shares, Jingao technology, Oriental cable, Baofeng energy, Fujian cement, etc. It is worth noting that the capital stock of the light industry manufacturing industry has become the focus of Beishang capital. One fifth of the top 20 stocks in the list come from the light industry manufacturing industry, far surpassing other industries.
The Internet of vehicles and 5g concept stock guanghetong have become the king of Beishang capital this week. On the one hand, it is the rising space brought by the acquisition of Sierra wirelesss vehicle front mounted module business. Sierra wireless has accumulated 15 years of industry experience in the field of embedded vehicle mounted front mounted cellular module. Its installation quantity of vehicle mounted front mounted communication module ranks the top in the world, and its main terminal customer package Including VW (Volkswagen Group), PSA (Peugeot Citroen Group) and FCA (Fiat Chrysler automobile company) and other world-famous vehicle manufacturers. On the other hand, the performance of the first half of the year disclosed by the company is very impressive. In the first half of 2020, the total operating revenue is 1.27 billion, with a year-on-year growth of 47.4%; the net profit attributable to the parent company is 140 million, with a year-on-year growth of 70.8%.
On August 7, the three major A-share stock indexes shook violently, with the Shanghai indexs amplitude approaching 2%, all of which closed out a long shadow line, and the trend of northbound funds also diverged. The Shanghai Stock connect net sold 2.5 billion yuan, while the Shenzhen Stock connect had a net inflow of 700 million yuan. Specific to individual stocks, what kind of position adjustment has been made by northbound funds? According to the statistics of data bank, there were 14 stocks whose positions were increased by more than 0.5 percentage points, and 18 stocks were reduced by more than 0.5 percentage points. The following table shows the top ten stocks with the increase and decrease of positions.
Beishang capital bought 11 shares for seven consecutive weeks
Data treasure statistics show that Beishang capital has bought 61 shares for four consecutive weeks. In terms of industries, the media and electronic industries have more stocks, each with 7 shares.
Judging from the market performance, among the seven consecutive weeks of Beishang capital, five stocks rose this week, with the largest increase of 30.57% of the total stock price. Other big increases were Shanghai pharmaceutical, OPP lighting, etc. The stock price drops greatly has Shenghong technology and so on.
Beishang capital sold 122 shares for four consecutive weeks
Data treasure statistics show that northbound capital sold 122 shares for four consecutive weeks. In terms of industries, the media and electronic industries have the largest number of stocks, each with 11.
From the change of shareholding ratio, compared with four weeks ago, the proportion of 60 shares reduced by more than 0.5 percentage points. Saitengs position reduction was the largest, 5.1 percentage points lower than that four weeks ago. Other large positions were reduced by CNC, Huazhi liquor company, millway, etc.
From the market performance point of view, Beishang funds for four consecutive weeks of stock positions, this week, 62 stocks rose. The biggest increase was HTC electronics, which rose by 28.28% this week, with Qianhong pharmaceutical and haolaike as the biggest gainers. In the continuous reduction of shareholding, jindawei, Leo shares and so on have a larger decline. Source: Securities Times editor in charge: Wang Xiaowu_ NF
From the market performance point of view, Beishang funds for four consecutive weeks of stock positions, this week, 62 stocks rose. The biggest increase was HTC electronics, which rose by 28.28% this week, with Qianhong pharmaceutical and haolaike as the biggest gainers. In the continuous reduction of shareholding, jindawei, Leo shares and so on have a larger decline. (Wang Linpeng, databao)