The latest movement of funds from the north exposure! 12 shares of "smart money" to increase the amplitude of more than 100%

According to statistics, this week, northward funds first rise and then fall, the whole week cumulative net selling 10.491 billion yuan, of which, this week, the deep stock pass total net selling 5.486 billion yuan, Shanghai stock pass net selling 5.005 billion yuan, is the year's second net selling more than 10 billion yuan week.

It is worth mentioning: the total of northward funds **** there are 4 times a single day net selling more than 10 billion yuan in the year, of which 2 times appeared in this week.

Among them, this Thursday net selling 10.783 billion yuan, for the year's 4th largest single-day net selling; Friday net selling 10.816 billion yuan, for the year's 2nd largest single-day net selling.

From the industry perspective, in addition to electrical equipment, most of the industry this week were north of the funds net selling, electrical equipment this week by the north of the funds against the trend of 4.758 billion yuan, for the only net buy more than 4 billion yuan of industry.

Specifically in terms of individual stocks, from the amplitude of the increase in the position, this week by the north of the funds to increase the amplitude of the position of the ring more than 50% of the **** counted 33 shares!

Among them, the largest increase is Bohui Innovation, the north of the funds latest holdings of 906.56 million shares, holdings increased by 236.35%;

Followed by CIMC vehicles, Yiyatong, the north of the funds latest holdings of 1,681,400 shares, 46,229,900 shares, an increase of 167.42%, 135.12%, the second and third in the list of the increase in the number of shares. Ranked second and third in the list of increasing positions.

Bohui Innovation: the latest funds on the north hold 9,065,600 shares, 236.35% increase this week;

The company's human trace element testing instruments (fluorescence immunochromatography analyzer, etc.) products market share first, HPV testing products by the instrument, HPV kit (microfluidic chip + reagents) two parts, testing equipment is mainly for small, easy to use, and easy to use.

Centralized Vehicles: the latest funds on the north hold 1,681,400 shares, this week, compared with the range of 167.42%;

The world's leading semi-trailer and special-purpose vehicle uploading leader; the company's main business for the semi-trailer and the special-purpose vehicle uploading, in which the semi-trailer sales have been stable for eight years, the company's main business for the first time. Semi-trailer sales for eight consecutive years ranked first in the world, and cooperation with TIP, DHL, SAIC Hongyan and many other well-known customers;

Yiyatong: the north capital latest holdings of 46,229,900 shares, this week the chain of increase in the range of 135.12%;

Domestic supply chain industry leader, a leading full-supply chain services, is a scarce supply chain business platform enterprise. It is a scarce supply chain business platform enterprise, with a logistics network covering more than 300 cities in 30 provincial administrative districts across the country;

The company's business includes breadth supply chain (production supply chain), depth supply chain (circulation and consumption supply chain), global sourcing and product integration supply chain (production supply chain), and supply chain finance;

Nei Meng A machine: northbound funds latest holdings of 8,103,300 shares, this week the ring increased position of 128.73%;

The weapons industry group listed companies, the company as the country's only set of main battle tanks series and medium and heavy wheeled armored vehicle series as one of the equipment development and production base, the main development and production of tracked, wheeled, artillery and other series of products, the formation of a wheel track

Jufei Optoelectronics: the latest funds on the north hold 5,054,400 shares, this week, compared with the range of 127.58%;

In the domestic small-size backlighting LED device absolute leader, market share of more than 30%, downstream is the display panel The company has "MiniLED module technology", using Mini flip chip mass transfer packaging technology, including driver circuit, suitable for automotive display, intelligent mobile terminal, notebook computer, gaming, TV and other high-end display.

Kodak Intelligence: the latest funds on the north shareholding of 7,365,600 shares, this week's ring increase of 117.84%;

The whole industry chain layout in the field of industrial production intelligence, to provide customers with an integrated integrated comprehensive intelligent solutions;

Acquisition of Shanghai Guanzhi Industrial Automation Co. Ltd. and Huaxiao Precision Industry (Suzhou) Co., Ltd. to consolidate the company's market position in the field of industrial production intelligence and robotics applications.

Hunan Gold: the latest northbound funds hold 35,167,500 shares, this week ringing up the range of 112.38%;

The seventh largest domestic gold enterprises; mainly engaged in gold and antimony, tungsten and other non-ferrous metal mines, such as exploration, mining, etc., the company has a 50-ton/year gold production line of the scaled production line;

Penghui Energy: the north of the funds latest holdings of 3,214,700 shares, this week the ring increased position of 104.02%;

domestic leading scale production of lithium-iron battery products; the company's main products include lithium cobalt cobaltate series products, lithium iron phosphate series products, ternary materials and multi-dimensional composite lithium material series products, lithium-iron batteries, lithium manganese The company's main products include lithium cobaltate series products, ternary materials and multiple composite lithium material series products, lithium iron batteries, lithium manganese batteries, etc.

Liande: the latest funds on the north hold 63,844,400 shares, this week, compared to the amplitude of 103.78%;

world leader in the field of small-pitch, the first layout in the relevant business areas; landscape lighting and cultural tourism, LED display and VR/AR business synergies, creatively adopt the PPP model to participate in the city lighting;

The company is a leader in the field of small-pitch, the first layout in the relevant business areas.

Landscape lighting leader, fully benefited from the city's "night tour economy"; Mini LED and Micro LED research and pre-research;

China Nuclear Construction: the latest north funds hold 3,385,100 shares, this week, compared to the amplitude of the increase in position 101.38%;

China's nuclear power engineering and construction in the field of the largest scale, the highest degree of professional integration of enterprises, in the domestic nuclear power construction market for a long time to occupy an absolutely dominant position;

Undertake the construction of all the nuclear power units exported from China, and at the same time bear the "Hualong one "

DIRUI MEDICAL: North funds latest holdings of 139,700 shares, this week, compared to the range of 100.33%;

IVD urine test field leader; the company's main medical testing instruments and supporting reagents reagents for test paper research and development.

Leading enterprise in the field of specialized treatment of urban solid and liquid wastes; the company's main business is to operate the specialized treatment of urban solid and liquid wastes, focusing on the incineration of domestic garbage and power generation and domestic sewage treatment business;

The company's domestic sewage treatment project adopts the activated sludge technology, which is currently more widely used in the international application and matured, and adopts different segmentation treatment processes according to the operational needs of different projects.

Lizhong Group: the latest funds on the north hold 3,674,400 shares, this week the chain of 88.62% increase in position;

The world's many new energy automotive leader in the wheel supporting suppliers; the company's main new energy vehicle enterprises supporting the supply of aluminum alloy wheels, has become a number of emerging car manufacturing enterprises such as the Azure Automotive, Weimar Automotive, Xiaopeng Automotive suppliers.

Southeast network frame: the latest north capital holding 598.76 million shares, this week the chain of custody increased by 83.02%;

Space steel structure field leader, the National Development and Reform Commission approved by the country's only "assembled steel structure residential low-carbon technology innovation and industrialization demonstration base.

The earliest domestic enterprises engaged in the research and production of high-end targets, special rare earth functional materials, high-performance optoelectronic materials; belonging to the semiconductor materials, is one of the key areas of investment in the second phase of the Fund;

Note: The above companies according to the results of the statement of the public information collation summarized, only as a share as well as the exchange of learning, not as a basis for buying and selling;

The first time I saw the company, I was in the middle of the game. (Some of the above companies have recently had a large increase in share price, do not chase high, do not chase high, do not chase high!)