The net inflow of funds from Beijing to the north during the month exceeds 70 billion yuan, and the banking and electronics industries are favored
■ Reporter Ren Xiaoyu Since September, the three major A-share stock indexes have shown a trend of shock and rebound. The market’s trading activity has gradually picked up. The market sentiment has been too positive. The capital of Northbound has continued to flow into A-share sweeping stock.On the 5th (September 20), the Shanghai Index returned to 3000 points to achieve the third consecutive Yang Yang.
It is worth mentioning that the simultaneous expansion of A-share factors by FTSE Russell and S & P Dow Jones will officially take effect when the market opens on September 23.
According to the previous plan, after the implementation of the second step divided by the A-share arrangement, the replacement factor of A-shares in the corresponding index was replaced by 5% to 15%.
Based on past experience, Kitakami Capital often sweeps stocks late in the day before the index adjustment performance. At 14:50 pm on Friday, the net inflow of Kitakami Capital is only 99.
5.7 billion yuan, as of 14:59 that day, the net inflow of funds to the north was as high as 312.
The net inflow of funds to the north was 184 billion US dollars, ending the closing of the day.
5.8 billion yuan.
”Securities Daily” reporter found that according to statistics from Oriental Fortune Choice, since September, the Shanghai Stock Exchange has gradually net inflow of funds to 433.
The net inflow of funds from Shenzhen Stock Exchange was 4.6 billion U.S. dollars.
US $ 5.2 billion, with a total net inflow of 728 capital.
9.8 billion yuan, the cumulative net purchases reached 607.
6.9 billion yuan.
This shows that in September, the net inflow of funds to the north is expected to hit a record high during the year.
From the Shanghai Stock Connect and Shenzhen Stock Connect, the top ten active trading stocks, since September, a total of 49 stocks have appeared in the top ten active trading stocks list, 31 active stocks in the period of net buying, totalBuy 213.
Specifically, China Merchants Bank (35.
1.3 billion), Ping An Bank (31.
5.5 billion), Ping An of China (28.
1.4 billion), Gree Electric (27.
1 billion), Midea Group (17.
8 billion yuan), Conch Cement (13.
5.4 billion) and Vanke A (10.
During the period, 7 stocks and other seven stocks gradually increased their net purchases to more than US $ 1 billion.
Sany Heavy Industry (7.
8.3 billion), Hikvision (6.
4.5 billion), Poly Real Estate (4.
6 billion), Industrial Bank (4.
4.3 billion), Oriental Fortune (4.
2 billion), Huiding Technology (4.
1.2 billion), CITIC Securities (2.
5.9 billion yuan) and the Ningde era (2.
3.3 billion) and other 16 stocks during the period also suffered more than 100 million funds to 武汉桑拿 go north.
In addition, Changjiang Power, Hang Seng Electronics, Dahua Co., Ltd., Pioneer Intelligence, Haitian Flavor, Lixun Precision, TCL Group, Sinopec and other eight stocks also achieved net capital purchases during the period.
The above-mentioned 31 stocks favored by the capital of Beijing and Shanghai have generally performed well since September, and 26 stocks are gradually growing, accounting for more than 80%.
Among them, Gore shares (27.
58%), TCL Group (17.
39%), pilot intelligence (15.
83%), Lixun Precision (13.19%), UOB shares (12.
64%), Hikvision (11.
29%) and Sany Heavy Industry (10.
02%) and other stocks have gradually increased during the period, and both are more than 10%.
In terms of estimates, 16 of the above stocks have the latest dynamic price-earnings ratio of less than 20 times.
81 times), Agricultural Bank of China (5.
86 times), SPDB (5.
90 times), ICBC (6.
46 times), Conch Cement (6.
92 times), Poly Real Estate (7.
76 times), Vanke A (8.
30 times) and Ping An Bank (9.
81 times) and the latest dynamic P / E ratios of 8 blue-chip stocks are all less than 10 times, which has a high safety margin and it is estimated that the advantages are prominent.
In terms of industry characteristics, the above 31 Northbound funds favored the target groups mainly in the two major industries of banking and electronics, involving the replacement of 6 individual stocks, and the total net purchase amount of Northbound funds reached 88.
3 billion yuan.
In addition, stocks in industries such as food and beverage, household appliances, machinery and equipment, non-bank finance, real estate, and electrical equipment can also be shortlisted.
Regarding the layout of the market outlook, Lianxun Securities said that in the near future, the four major benefits including the improvement of the external environment, the continuous development of policies, surpassing expectations of social finance, and the continued expansion of overseas markets are expected to help. The market’s hesitation is expected to gradually dissipate and the market will continue to bloom.Excessive breadth, more comprehensive direction extension, forming a comprehensive flowering situation.
It is expected that the market before the National Day is expected to hit 3100 points, completely breaking through the high point in early July, and preparing for the new high in the year.
Yuanda Investment Consulting said that the world has entered a period of loose resonance and overseas funds will continue to flow in.
During the counter-cyclical hedging process, the market’s medium-term logic will return to the domestic economic and policy direction.
Optimistic about the structural market outlook, certain technology and consumer stocks.
Core assets represented by consumption and technology stocks represented by 5G are attracting more and more capital attention.