Financing funds in November to buy a large number of new crown testing and treatment-related concept stocks.
Financing funds net inflow in a single month hit the second highest in the year
Recently, A shares staged bottoming out counterattack market. so far in November, the Shanghai index shocked upward, cumulative rise of 9.08%, SZSI rose 7.91%, GEM index rose 5.22%, CSI 300 rose 10.32%, SSE 50 rose 13.88%.
The market counterattack, all kinds of funds into the market willingness is strong. Securities Times - data treasure statistics, in November, A-share financing net buy 21.54 billion yuan, a reversal of financing funds for three consecutive months of net outflow situation, the net buy amount for the year, the second highest. As of November 30, the two cities financing balance of 1464.357 billion yuan.
To the Shenwan primary industry division, *** counting 11 plate financing net buying amount of more than 1 billion yuan. Pharmaceutical and biological net buyers topped the list, up to 10.782 billion yuan, electric power equipment, followed by 6.9 billion yuan, communications, basic chemicals, machinery and equipment, electronics, computers and other net buyers also exceeded 2 billion yuan.
26 shares of financing funds by the greater strength of the position
Data treasure statistics, as of November 30, 26 shares of financing balance exceeded 500 million yuan, while the position at the end of October increased by more than 30%. From the market capitalization scale, 11 shares of the latest total market capitalization of more than 60 billion yuan. 7 hundreds of billions of market capitalization giants shortlisted, including high-speed rail leader Beijing-Shanghai high-speed rail, coal leader Shaanxi Coal, Yankuang Energy, communications leader China Unicom, real estate leader Poly Development, China Merchants Shekou, and semiconductor equipment leader North Huachuang.
Of the 26 shares mentioned above, nine belong to the pharmaceutical and biological sectors, accounting for more than one-third. Among them, Zongsheng Pharmaceuticals was financing funds to increase the top of the range, as high as 472.63%; followed by Squire Sanders Pharmaceuticals, Ealing Pharmaceuticals to increase the range of more than 70%; JiuAn medical more than 50%. These pharmaceutical and biological stocks have a new crown detection, vaccine or treatment concept. With the gradual optimization of domestic epidemic prevention and control policies, the relevant demand is expected to continue to climb.
IFC Securities said, antigen detection is expected to become an important means of detection, the stage of demand outbreak or driven by antigen product volume, manufacturers and related channels are expected to play an important role. Zhongtai Securities believes that in the future, the second shot to strengthen or even normalize the new crown vaccination is still indispensable, can pay attention to the development of the new crown vaccine, as well as the agent of the new crown vaccine and vaccine against mutant strains of vaccine research and development progress of the front of the relevant enterprises.
In addition to the multitude of pharmaceuticals, the deep Sanda A, love Xu shares, oil capital, Kai Ying network and other four shares of financing funds in the latest position at the end of October doubled from the ring. Among them, the deep Sanda A and Aixu shares to increase their positions in more than 200%, financing balance are more than 6 billion.
15 financing customers added positions in the stock performance growth throughout the year by the institutions optimistic
The active participation of financing funds on the stock trend to form a certain boost. Data treasure statistics,the above 26 shares in November so far rose an average of 19.32%, 10 shares rose more than 20%. Squire Patton Boggs led the way with a cumulative gain of 82.21%; CNOOC Capital jumped 63.78%; Wanfu Bio, Zongsheng Pharmaceuticals, China Unicom rose more than 40%.
Performance performance, according to the consensus forecast of more than 3 institutions, 15 shares of 2022 net profit growth is expected to exceed 20%, 5 shares of net profit is expected to double. Net profit growth rate is led by Aixu shares, a year-on-year increase of 16.62 times; high measurement shares, Shanghai Electric Power, Wanfu biological, Yankuang Energy and other 4 shares are expected to double.
It is expected that the net profit growth of the top of the Aixu shares for the photovoltaic battery industry leader, the company's high-efficiency monocrystalline PERC production capacity of 36GW, planning in the construction of the N-type ABC battery production capacity 52GW. The company's technology is profound, backed by Huafa + IDG "PV virtual integration" layout effectively control the supply chain, optimistic about the future of the company's ABC battery to continue to lead the industry technological innovation.