Buy up universe line these stocks by northward capital key position (attached list)

category:Finance
 Buy up universe line these stocks by northward capital key position (attached list)


Northbound funds this week added 678 stocks

Specifically, choice data shows that on November 23, the net inflow of northward funds was 10.051 billion yuan; on November 24, 138 million yuan; on November 25, 1.569 billion yuan; on November 26, 6.029 billion yuan; and on November 27, 2.476 billion yuan.

Capital flow from north to north since November

Source: choice

According to choice data, as of November 27, the market value of northbound capital positions was 2.10 trillion yuan. This week, the market value of northbound capital positions increased by about 8.4 billion yuan, adding 678 stocks. Among them, more than 10 million shares were added to 53 stocks by BEIXIANG capital. Industrial and Commercial Bank of China, Baosteel Co., Ltd., and Agricultural Bank of China, which ranked first in the number of additional positions, were increased by 606519200 shares, 60082400 shares and 60075300 shares respectively. In addition, TCL technology, Angang Steel and COSCO Haikong of Bank of communications were increased by more than 40 million shares.

This week, the number of northward capital positions in the top 10 shares

Source: choice

From the perspective of the proportion of shares in circulation, choice data shows that the proportion of tradable shares held by northbound funds for 10 stocks increased by more than 1% this week. Among them, the proportion of tradable shares held by keboda increased by 3.14%, and that of Xuji Electric and Chenming Paper increased by 2.36% and 2.05% respectively.

The proportion of northward capital circulation stocks increased in the top 10 stocks this week

Source: choice

From the change of market value of positions, choice data shows that the market value of the position of northbound funds for 21 stocks increased by more than 500 million yuan this week, and the increase in the market value of Ping An of China, Maotai of Guizhou Province, and China Central Free Trade Co., Ltd. increased by 5.939 billion yuan, 2.195 billion yuan and 1.946 billion yuan respectively. The top 10 stocks with the largest increase in the market value of northbound capital positions this week, except Sany Heavy Industry, which was reduced by 22.291 million shares, all the others were increased, including more than 10 million shares in Ping An, Dongfang fortune, Hengrui pharmaceutical and SAIC Group.

In terms of market performance, the top 10 stocks with the largest increase in the market value of northward capital positions this week, except for SAIC Group, which fell 0.15%, the rest were all up. Sany made the biggest increase, reaching 7.57%.

Top 10 stocks with market value increase of northward capital positions this week

Source: choice

777 stocks suffered reduction

In the case of net inflow of northward funds of more than 16 billion yuan this week, there are many stocks suffering from northward fund reduction.

According to choice data, this week, the northbound fund has reduced 777 stocks in total, of which 26 stocks have been reduced by more than 10 million shares. Zijin Mining Co., Ltd., with 61.516 million shares reduced, has the largest number of shares reduced. In addition, more than 40 million shares of Industrial Bank, greenway and focus media were reduced.

From the perspective of market performance, the top ten stocks of northbound capital reduction this week were up and down half, industrial bank was the largest, up 8.36%; focus media was the biggest, down 2.78%.

This week, the number of northward capital positions in the top 10 shares

From the perspective of the proportion of circulating shares, choice data shows that the proportion of circulating shares held by northbound capital for 7 stocks decreased by more than 1% this week, while the proportion of circulating shares held by Shandong publishing, deli shares and Laobaigan liquor decreased by 3.48%, 1.37% and 1.21% respectively. It is worth noting that this week, the northward fund increased 482200 shares of Shandong publishing, and the reason for the sharp decrease in the proportion of circulating shares is that the circulation plate has increased substantially. Shandong publishing lifted the ban of 166 million shares on November 23.

This week, the proportion of circulating stocks held by northward funds decreased to the top 10 stocks

Source: choice

From the change of position market value, choice data shows that the position market value of northbound funds to 15 stocks decreased by more than 500 million yuan this week, and the decrease of position market value of Midea Group, Wuliangye and Hikvision ranked first, with the position market value decreasing by 3.690 billion yuan, 2.565 billion yuan and 1.383 billion yuan respectively. Among the top 10 stocks with the decrease in the market value of positions this week, except Midea Group, which was increased by 3.805 million shares by northward capital, the positions of other stocks were reduced. From the perspective of market performance, the top ten stocks all fell in the reduction of market value of northbound capital positions, with Dongfang Yuhong falling the most, down 9.17%.

This week, the market value reduction of northward capital positions ranked among the top 10 stocks

Source: choice

Foreign capital will continue to flow in

Huang Fusheng, President of Pacific Securities Research Institute, said that China has advantages in epidemic control and economic recovery. RMB has opened the space for appreciation, and the pace of opening to the outside world continues to advance. RMB assets have a strong attraction for foreign capital. Foreign capital will still be an important incremental capital for a shares in 2021, and the inflow scale is expected to reach 250-300 billion yuan.

YueKai Securities said that the pace of continued foreign investment inflow has slowed down significantly this year, mainly due to the impact of global health events, the sharp decline of global economy and the disturbance of external uncertain events. In the medium and long term, there is still a vast space for foreign capital inflow. It is estimated that in 2021, smart money northward capital is expected to return to a large net inflow, and the annual net inflow is expected to reach 200-350 billion yuan. In terms of QFII + rqfii, it is expected to maintain stable growth in 2021, which is expected to bring 10 billion US dollars of incremental funds to a shares. Overall, in 2021, overseas funds are expected to continue to flow in, and Beishang + QFII is expected to contribute 400 billion yuan of incremental funds. Editor: Zheng Yasuo source: China Securities Journal Author: Wu Yuhua, editor in charge: Zhong Qiming_ NF5619

YueKai Securities said that the pace of continued foreign investment inflow has slowed down significantly this year, mainly due to the impact of global health events, the sharp decline of global economy and the disturbance of external uncertain events. In the medium and long term, there is still a vast space for foreign capital inflow. It is estimated that in 2021, smart money northward capital is expected to return to a large net inflow, and the annual net inflow is expected to reach 200-350 billion yuan. In terms of QFII + rqfii, it is expected to maintain stable growth in 2021, which is expected to bring 10 billion US dollars of incremental funds to a shares. Overall, in 2021, overseas funds are expected to continue to flow in, and Beishang + QFII is expected to contribute 400 billion yuan of incremental funds.

Editor: Zheng Yasuo