The end of the diving North fund but scramble to raise! These foreign positions are listed

category:Finance
 The end of the diving North fund but scramble to raise! These foreign positions are listed


Continuous net inflow of northward funds

Although the market as a whole the main capital is a net outflow, but northward funds are again a large net inflow. Wind data showed that on August 10, the northward net inflow of funds was 0.07 billion, reversing the situation of three consecutive days of net outflow. On August 11, the mode of buying and buying was opened, with a large net inflow of 3.948 billion, a new high since the end of July.

Earlier, in late July, the north of the rapid net outflow of funds, the market ushered in a wave of high callback. In August, the net outflow of northward funds slowed down sharply and continued net inflow this week, indicating that the market is likely to recover again.

Net purchase of individual stocks by northward funds

On August 11, northbound funds bought a large amount of net, which stocks have been snatched into. Wind data showed that Hikvision was the largest net buyer of northbound funds on November 11, with a net purchase of 699 million yuan, ranking first among the top 10 active stocks, followed by muyuan shares, China Merchants Bank, Fosun Pharmaceutical and Ping An of China all bought more than 300 million yuan by northbound funds. In addition, 10 stocks, such as CITIC Securities, were bought net over 100 million yuan.

The latest position of foreign capital in the second quarter

In addition to northward funds, with the continuous update of A-share semi annual report, some individual shares held by foreign investors have also emerged. Wind data shows that 41 stocks have obtained QFII positions in the second quarter, of which 19 stocks are new heavy positions. Overall:

1. In terms of the number of positions, 15 held more than 10 million shares, of which Hengrui pharmaceutical, qimingxingchen and Hikvision respectively held 67.5187 million shares, 49.0794 million shares and 46.2272 million shares, ranking among the top three.

2. In terms of the market value of positions, there are 19 positions with a market value of more than 100 million yuan. Among them, Hengrui pharmaceutical, Qiming Xingchen and Haida group have a market value of 6.232 billion yuan, 2.065 billion yuan and 1.780 billion yuan respectively, ranking among the top three.

In terms of increase or decrease in holdings, excluding the newly entered heavy positions, 13 stocks of QFII have increased their holdings, 7 stocks have been reduced, and 2 positions remain unchanged.

1. Increase of individual shares: Industrial Fulian obtained the largest number of additional foreign shares, reaching 23.8655 million shares, followed by Weixing Xincai, Jierui shares and QIMINGXING star, which were all increased by more than 10 million shares.

2. Reduction of individual shares: Hengrui Pharmaceutical Co., Ltd. suffered the largest reduction, reaching 11.1766 million shares. In addition, Huitian new materials and Nader Electric Co., Ltd. also experienced a large number of reduction.

In terms of new heavy positions, up to now, 19 stocks are held for new positions.

2. In terms of the market value of positions, there are five positions with a market value of over 100 million yuan. Among them, Hikvision, Hongfa shares and Huafeng measurement and control group have a market value of 1.403 billion yuan, 415 million yuan and 227 million yuan respectively, ranking among the top three.

A shares is a flop or will the trend change?

Guotai Junan Li Shaojun team analysis that the shock pattern is expected to continue.

1. From the perspective of profitability, the current economy is gradually improving, and corporate profits continue to rise. With the advent of the intensive disclosure period of semi annual reports, the support of profits to the market will be strengthened.

2. From the perspective of risk-free interest rate, it is difficult to change the expectation of long-term interest rate fall, residents have abundant deposits, and the logic of incremental funds brought by the decline of risk-free interest rate is still in place.

Looking forward to the future, under the pattern of Shanghai strong and deep weak, the Shanghai composite index is still likely to be high before the impact. However, from the bottom up, the opportunity of selected stocks declines, and the upward momentum weakens. It is still expected that the future will be in a pattern of shock, and the shock center will be enhanced.

Guosheng securities Zhang Qiyao and Hu Siyu analyzed that adjustment is an opportunity, and the core lies in the abundant liquidity of the stock market and the continuous entry of institutional increment. Looking back on the performance of a shares this year, we can find that there are few big adjustments. Only when the domestic epidemic hit in February and the overseas financial crisis hit in March, the market made a significant adjustment. It turns out that every extreme fluctuation is an opportunity to increase positions. Since then, whenever the market began to be cautious, the performance of A-share is very resilient. The core reason is: the stock market liquidity is abundant this year, and the incremental capital has entered the market by a large margin. In the first half of the year, funds, insurance and foreign investment alone have injected more than 600 billion capital into the market, of which the issuance of funds in July hit a new record. In the whole year, it is estimated that the capital increment of each institution is expected to exceed trillion yuan, which has become an important cornerstone of the market and the most important reason for the support to maintain optimism. Source: Wind Information Editor: Yang Bin_ NF4368

Guosheng securities Zhang Qiyao and Hu Siyu analyzed that adjustment is an opportunity, and the core lies in the abundant liquidity of the stock market and the continuous entry of institutional increment. Looking back on the performance of a shares this year, we can find that there are few big adjustments. Only when the domestic epidemic hit in February and the overseas financial crisis hit in March, the market made a significant adjustment. It turns out that every extreme fluctuation is an opportunity to increase positions. Since then, whenever the market began to be cautious, the performance of A-share is very resilient. The core reason is: the stock market liquidity is abundant this year, and the incremental capital has entered the market by a large margin. In the first half of the year, funds, insurance and foreign investment alone have injected more than 600 billion capital into the market, of which the issuance of funds in July hit a new record. In the whole year, it is estimated that the capital increment of each institution is expected to exceed trillion yuan, which has become an important cornerstone of the market and the most important reason for the support to maintain optimism.