Strong attention! These 12 stocks have entered the list of top ten shareholders

category:Finance
 Strong attention! These 12 stocks have entered the list of top ten shareholders


Since October, most of the 12 companies have continued to outperform the market. The third quarter results disclosed by some companies exceed market expectations, which is an important reason for the stock price to maintain a strong position.

Top 10 new circulation shareholders of northward fund

Source: wind, as of October 21

In the third quarter report of Yanjing Beer, there were 100.32 million shares held by BEIXIANG capital, which directly became the second largest circulating shareholder, accounting for 4% of the circulating share capital. According to the data released by the exchange, Yanjing Beer held only 25.38 million shares by the end of June. In a short quarter, the number of northbound capital holdings increased nearly three times.

Changes in the number of shares held by Yanjing Beers northward capital

The automobile industry chain is also the focus of the third quarter layout of northward funds. Among the 12 companies with the top 10 circulation shareholders who have newly entered into the northward capital market, 4 stocks belong to the automobile industry, namely, Jinggu shares, WanLiYang, Wanfeng Aowei and Yunnei power.

Jingu shares were included in the Shenzhen Stock connect standard in 2016, but the number of northbound capital holdings has been at a low level in the past few years. In the third quarterly report of 2020 disclosed by the company a few days ago, Hong Kong Central Clearing Co., Ltd. entered the list of the top ten circulating shareholders for the first time, ranking seventh with 27.7981 million shares, accounting for 3.42% of the circulating share capital.

According to the data of the stock exchange, the number of shares held by the northward capital of Jinggu shares increased explosively in the third quarter, from 3.32 million shares at the end of June to 27.8 million shares at the end of September, an increase of more than 700%. Over the same period, the stock price of golden solid rose unilaterally, with a quarterly increase of 63.77%.

Daily trend of Jingu shares

In addition to consumer stocks, cyclical industries with significantly improved performance are also the main direction of foreign investment. Jinfa Technology Co., Ltd., Riyue Technology Co., Ltd. and Zengsheng Technology Co., Ltd. won the top 10 circulating shareholders of northbound capital. Meanwhile, the net profit growth of the company in the first three quarters exceeded 100%.

In the first three quarters, Jinfa technology realized a net profit of 3.794 billion yuan, up 301.76% year on year. At the end of the third quarter, Hong Kong Central Clearing Co., Ltd. held 54.3775 million shares, ranking the ninth largest circulating shareholder, accounting for 2.11% of the circulating share capital. Driven by the inflow of foreign capital, Jinfa technologys share price rose by 19.44% in the third quarter.

It is worth noting that golden hair technology was once excluded from the list of Shanghai Stock connect, and was re included on June 15 this year. In the following three months, the number of shares held by the northbound capital of Jinfa technology increased steadily, and now it has entered the list of top ten circulating shareholders, which shows that foreign investors pay more attention to the stock.

In the fourth quarter, institutions generally believe that with the gradual landing of peripheral risks, foreign investors are expected to continue to allocate a shares. Chen Xianshun, chief strategist of Guotai Junan, believes that the recent net outflow of foreign capital is due to the decline of risk preference and the lack of risk compensation for heavy positions in the external uncertain environment, thus switching to buy bonds with low-risk characteristics and cyclical stocks. Looking back, with the gradual landing and pricing of peripheral risks, Chinas economic recovery and profit recovery are developing in depth, and foreign capital is expected to increase allocation of a shares in the fourth quarter. Editor: Zhu Shaoyong source: Shanghai Securities News Editor in charge: Zhong Qiming_ NF5619

Changes in the number of shares held by Jinfa technologys northward capital

Chen Xianshun, chief strategist of Guotai Junan, believes that the recent net outflow of foreign capital is due to the decline of risk preference and the lack of risk compensation for heavy positions in the external uncertain environment, thus switching to buy bonds with low-risk characteristics and cyclical stocks. Looking back, with the gradual landing and pricing of peripheral risks, Chinas economic recovery and profit recovery are developing in depth, and foreign capital is expected to increase allocation of a shares in the fourth quarter.

Editor: Zhu Shaoyong