[ad_1]
Investment Research Report
[Informe de investigación incondicional]The biggest carbon culprit has been found! Against the backdrop of carbon neutrality, the cycle of expansion is over, industry profitability rises, and the sector opens up significant investment opportunities. These high-quality leaders have enormous potential
[Noticias de vehículos de nueva energía]Exceeding Expectations Again! Domestic EV Sales Are Expected To Increase Again, Lithium-Iron Batteries Are A Bright Spot And Leading Companies’ Inventories Have Slashed Significantly
[Informe de investigación incondicional]Sword is targeting the 4 trillion soil remediation market, and new orders are up 33%! Hazardous waste production capacity has increased fivefold in four years. Will this resource leader with a market value of just over 10 billion become the second “Oriental Yuhong”?
[Alimentos y bebidas Alpha Nuggets]Accelerating growth, “Luo Wei Yi Ge” revenue will increase by at least 80% in the next 3 years
Since the holidays, the net inflow of funds to the north has exceeded 13.1 billion yuan, and 19 shares have been added to favor the four industries, revealing the route of advance and retreat!
Source: Voice of Securities Daily
Daily original values
9.01 billion yuan! On Wednesday (March 3), Beijing Capital’s net purchase exceeded 9 billion yuan, which caught the attention of all parties in the market.
“Foreign capital represented by Beijing Capital, another net inflow of nearly 10 billion yuan on Wednesday, the future trend is still worth waiting for. After all, among the world’s major economies, China is a relatively safe economy that can maintain a growth rate, “Qin Hong, an analyst at Jinbailin Consulting, told a Securities Daily reporter.
You can see that since the Year of the Ox, the A-share market has seen ups and downs. Northbound funds, known as “smart money,” have also fluctuated in their positions, and their participation and investment income trends have attracted the attention of all parties.
According to reporters from “Securities Daily”Color ladderStatistics found that after the Spring Festival of the Year of the Ox, in the 10 business days from February 18 to the present, Beijing Capital’s cumulative net purchase amount reached 13.131 billion yuan. It can be seen that, in the process of change and move, Beijing Capital has already undergone a share swap.
From the perspective of the top ten active stocks of Shanghai Stock Connect and Shenzhen Stock Connect, in the 10 business days since the holidays, 37 stocks appeared on the top ten active stocks list and 19 active stocks were net buy during the period. . In the state, the total net purchase of funds from the north was 18.279 billion yuan. among them,It was from Ningde(3,250 million yuan),Ping An from China(2,248 million yuan),Merchant Bank of China(2,148 million yuan),Muyuan shares(1,528 billion yuan),Wanhua Chemical(1,238 million yuan),Vanke A(1,219 billion yuan),Industrial Bank(1,113 billion yuan),Ping a bank(1.02 billion yuan) and other stocks during the period, the North’s total net fund purchases were the highest, all were more than one billion yuan, and most of them were top-line stocks.
Also, there are 18 active shares in the net sale period, which has been highly praised by all parties before.Kweichow moutai、Free china、Shanghai airport、BYD、Luxshare AccuracyDuring the period of such individual shares, the total net sales of northern funds exceeded 1 billion yuan.
“Beijing capital layout is mainly based on first-class stocks and leading stocks. It is good to build positions to the left and wait for the market to start. At the same time, it pays to hold high-quality stocks for a long time. Especially some leading stocks can be seen as increasing their positions after side stocks. But in the short term it is necessary to avoid high-earning stocks and overvalued stocks, “said Bai Yi, Qianming’s asset management partner, in an interview. with a reporter from Securities Diario.
It is worth mentioning that of the distribution of Shenwan’s top-tier industries, since the holidays, of the 19 shares bought by Beishang Capital since the holidays, 3 shares in the four industries of electrical equipment, banking, non-ferrous metals and pharmaceutical . and biological industries.
In this regard,China Merchants ValuesThe analysis believes that, at present, there is little room for the market to continue to sink, and for high-quality assets, the attractiveness will gradually increase after the sharp short-term decline. In the short term, we can continue to focus on pro-cyclical sectors such as chemicals and non-ferrous metals, as well as insurance, banking and low-value real estate. In the medium term, we continue to recommend focusing on high-quality slopes. such as FMCG, medicine, technology (including high-end manufacturing) and design will be post-callback opportunity.
“Recently, there has been a clearer change in the flow of funds in the A-share market.” Qin Hong said that on the one hand, the funds are cashed in and out of the shares of core assets with high valuations and high prices, and even include some directional assets with very optimistic industrial trends. The main varieties of the company can hardly escape to the pressure of for-profit sales. On the other hand, overflow funds have started to flock to low-value products. The most typical are insurance stocks represented by China’s Ping An, banking stocks represented by Industrial Bank,Baosteel Co., Ltd.Like representative steel stocks. Iron and steel stocks and chemicals stocks also have a typical pro-cyclical-themed overlap lead, thus releasing strong long-term momentum. As long as there is clear protective information, as long as the trend of net capital inflows is determined, short-term fluctuations will only affect one or two trading days, or even intraday fluctuations. Therefore, in operation, it is recommended that market participants can pay attention to low-value products and basic asset stocks with price advantages.
Regarding the market outlook, Bohai Securities also believes that it will continue to maintain its judgment that the market is in the process of changing its style. In terms of industry setup, you may lean toward low-valuation, low-expectation sectors, focusing on banks. , real estate, building materials, transportation, chemicals, etc. The low allocation value of the sector and the mapping effect of the increase in international bulk in the corresponding sector. Also, you can pay attention to thematic investment opportunities in related fields, such as the military industry and chips.
Table: Status of individual stocks with net capital inflows from February 18 to the present:
Watchmaking: Zhang Ying
Sina Statement: Sina.com publishes this article for the purpose of conveying more information, and does not mean that I agree with their views or confirm their description. The content of the article is for reference only and does not constitute investment advice. Investors trade accordingly at their own risk.
Disclaimer: The content provided by Wemedia is derived from Wemedia and the copyright belongs to the original author. Contact the original author and get permission to reprint. Opinions in the article only represent the author, not Sina’s position. If the content involves investment advice, it is for reference only and should not be used as an investment basis. Investing is risky, so you need to be careful when entering the market.
Massive information, accurate interpretation, all in the Sina Finance APP
Editor in Charge: Yang Hongbu
