Shanghai and Shenzhen flows significantly differentiated, steel futures many varieties of price increases, northbound funds continuously buy. Guizhou Maotai for two consecutive weeks was significantly increased position.
Steel futures to stop falling back up, the north of the funds a large increase in positions
This week the A-share market slightly shocked, the Shanghai and Shenzhen market trend significantly differentiated, the Shanghai index rose slightly by 0.14%, the SZSE index fell by 2.47%, the GEM index fell by 3.36%. On the flow of funds, this week's northbound funds total net inflow of 7.448 billion yuan, of which the Shanghai Stock Connect net inflow of 11.219 billion yuan, but the Shenzhen Stock Connect net outflow of 3.771 billion yuan, Shanghai is significantly stronger than the deep market.
Sub-industry point of view, this week, the northbound funds to increase positions more biased towards energy, traditional industries, 21 industries holdings increased significantly, comprehensive, steel, banking, utilities, non-ferrous metals, petroleum and petrochemical and other industries to increase positions, the number of holdings of weekly increase of more than 2%. Part of the previous inflow of more industry position adjustment, retail trade, computers, pharmaceuticals and biotechnology holdings of the number of week-on-week decline of more than 2%, the market this week lost the broader market.
The steel plate has been four consecutive weeks to get northbound funds to increase positions, holdings accumulated growth of more than 16%. since November, with the continuous rise in the price of iron ore, the enterprise production costs increased, the price increase to the downstream conduction, the domestic iron and steel commodity futures varieties of prices in order to stop the decline back to the main, hot-rolled coil rose 10.25% in the month, rebar rose 8.89%, the wire rod rose by more than 6%.
Guotai Junan Securities believes that, in the context of steady growth, the logic of demand recovery is still the main line of the market, it is expected that as the policy continues to force, the macro-economy is expected to be revitalized, and the iron and steel industry as a cyclical industry will be the first to benefit; at the same time downstream real estate end of the positive policy signals are clear that the real estate end of the demand is expected to gradually rise from the bottom.
Banking sector performance this week, the industry index rose 4.05% a week, is the highest weekly gain since nearly six months, the north fund holdings grew 3.66%. Banking sector has continued to pull back this year, the end of October touched a historic low of nearly seven years, this month began to rebound significantly, a cumulative rise of 11.49%, Ningbo Bank, China Merchants Bank month rose more than 20%. This Friday's downgrade landing, Soochow Securities believes that, for the banking sector, the pressure on the liability side to reduce, credit expansion ability to enhance the banking industry both benefited from the credit expansion brought about by the stabilization of the economy, while benefiting from the stabilization of the real estate chain to bring about an improvement in the quality of assets.
Guizhou Maotai for two consecutive weeks net inflow of funds from the north
Securities Times - Data Treasure statistics, this week *** there are 42 shares on the north of the funds turnover active list, belonging to the industry, electrical equipment, food and beverage stocks turnover active this week, the total amount of the total purchase and sale of more than 10 billion yuan. Non-banking financial, food and beverage stocks net inflow of top, chemical, automotive stocks were northbound funds to reduce holdings.
Guizhou Maotai for two consecutive weeks in the first place in the net inflow of transactions, a net inflow of 647 million yuan. The company announced this week, this year Maotai wine with tax sales revenue has been in 2022 on November 21, exceeded 100 billion yuan, to achieve operating income of 89.408 billion yuan (100.569 billion yuan of sales revenue with tax), compared with 2021 one month ahead of schedule to achieve the break 100 billion.
Myriad Medical net inflow of the second, a total net inflow of 600 million yuan a week, has been five consecutive weeks to get the north of the funds to increase positions. Including Miles Medical, this week, the north of the funds to increase the position of Yuyue medical, open medical, Sanuo biological , four medical equipment stocks holdings increased by more than a million shares. A few days ago, the State Council joint prevention and control mechanism held a press conference, emphasizing the strengthening of medical service capacity building and treatment resources to prepare, the meeting emphasized the reserve sufficient treatment beds, the proportion of designated ICU beds need to reach 10%, the square cabin hospital construction continued to promote, etc., medical equipment demand is expected to be boosted.
Chinese online and other 7 stocks have been increased by more than 100%
Data treasure statistics, from the increase in the magnitude of the position, this week, the number of holdings of ringgit increase of more than 100% **** there are 7, ringgit increase is the highest Chinese online , the north fund latest holdings of 12,497,800 shares, the number of holdings ringgit increase of more than 100% **** there are seven, the highest increase is Chinese online, north funds hold 12,497,800 shares. The highest increase is Chinese Online, the latest northbound funds held 12,497,800 shares, the number of shares increased by 382.6%; followed by Rongda Sensory Light, Tuoerth, Yipinhong , respectively, an increase of 299.95%, 234.37%, 116.86%.
Chinese Online involved in Web3.0, virtual people and other concepts, this week's share price continuous retracement, a cumulative decline of 10.72%, the north of the funds to buck the trend to increase positions. The company recently said on the investor Q&A platform, the company in the field of Web3.0 continue to pay attention to the latest policy developments in various countries and regions around the world, and the industry's high-quality companies to fully communicate with each other, the company has set up a wholly-owned subsidiary of COLWEB in Singapore, in line with the premise of the policy of each region to carry out the relevant business layout.
21 shares by the north of the funds greatly reduced, the shareholding of the ring fell more than 50%, Zhijiang Biological, Hongye Futures, Shanghai Steel Union the north of the funds holdings fell 79.45%, 78.33%, 77.86% respectively.