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The 3rd China International Import Expo was held today, and 13 concept stocks were quickly rolled out with a large order exceeding 300 million yuan!
Source: Securities Daily, the largest money line on the stock market.
Original Wu Shan Ren Shibi
The 3rd China International Import Expo (CIIE) will be held in Shanghai from November 5 to 10, 2020. This exhibition established a special “public health and epidemic prevention zone”, in this exhibition area will display products Advanced epidemic prevention and public health international hot technologies, services and products that play an important role in the prevention and control of new coronary pneumonia.
A few days ago, the Foreign Investment Department of the Ministry of Commerce published the “China Foreign Investment Statistics Bulletin 2020” at the III China International Import Expo. Zong Changqing, director of the Foreign Investment Department of the Ministry of Commerce, said that unless there are special circumstances, foreign investment in the fourth quarter is expected to continue the current steady and positive trend. According to the China Foreign Investment Statistics Bulletin 2020, China’s actual use of foreign capital in 2019 reached 141.23 billion dollars, a record, an increase of 2.1% over the previous year, and the scale ranked second in the world.
In this regard, analysts generally said that continued improvement in A-share fundamentals in November will drive incremental capital inflow into the market, break the pattern of weak market liquidity and restart the slow rise in the medium term. In this context, with the opening of the CIIE, related concept stocks are expected to usher in an opportunity to move up.
At the same time, Pan Helin, Executive Dean of the Institute of Digital Economy at Zhongnan University of Economics and Law, who was interviewed by a reporter for the Securities Daily, said: “With the opening of the CIIE, there will inevitably be a wave of opportunities. for related concept stocks, but the core of the opportunities does not simply revolve around The CIIE stock concept itself is the part of publicly traded companies that benefit from China’s expanding domestic demand, increased imports of consumer goods and greater openness. For example, cross-border e-commerce, logistics, shipping, ports, domestic import agents. With China As the degree of openness increases, exit and entry should be equal, and the two-way flow of trade in goods, services and intellectual property rights is what China’s economy should have in the future. “
Pan Helin further stated, “Recently, the relationship between China and world trade has not weakened, but strengthened. This is reflected in the increase in shipping costs between China and Europe. This shows that China’s greater openness does not it will stop and it will not be able to stop. It will also pay attention to the substantial importance of the economic opening brought by the CIIE “.
It can be seen that the fundamentals of listed companies in the CIIE concepts sector are gradually improving. According to reporters from “Securities Daily”Color ladderStatistics show that among the 28 listed companies related to the CIIE, 12 companies have achieved year-on-year growth in net profit in the first three quarters of 2020, accounting for more than 40%.COSCO SHIPPING Energy、Shanghai Yashi、Debon Actions、COSCO MarineThe net profit of 4 other companies in the first three quarters of 2020 doubled year on year.
“The purpose of the CIIE is to promote countries around the world to strengthen economic and trade exchanges and cooperation, promote world trade and world economic growth, and promote the development of an open world economy. It focuses on the long-term and the future. The short-term is more of a conceptual exaggeration. In the long-term, It is recommended to pay attention to the allocation opportunities of high-yield stocks with yield support, “said Liu Youhua, senior researcher of the ranking network private equity, to a journalist from the Securities Daily.
Affected by this, on November 5, the CIIE concept sector was active and the share prices of 24 concept shares increased, representing more than 80%.Miao exhibitionThe increase was the first, reaching 13.85%,COSCO Shipping Positions（6.56%） 、COSCO Haite（4.46%） 、SIPG(3.11%), COSCO Shipping (3.00%),COSCO Haifa(2.63%) andSinotrans(2.28%) and other shares also increased more than 2%.
A good market performance is inseparable from the pursuit of conventional funds in the market A total of 13 concept stocks in the sector showed a net inflow of large individual funds, attracting a total of 323 million yuan. COSCO SHIPPING Holdings ranked first in net inflow of large individual funds, reaching 152.635 million yuan. Three concept stocks, including SIPG, Miao Exhibition and COSCO Shipping Development, were funded by large singles of more than 20 million yuan on the same day. COSCO SHIPPING and COSCO Shipping can,China Headquarters LogisticsThe net capital inflows of the top three stocks also exceed 10 million yuan. The market outlook performance of these concept stocks is noteworthy.
Table: List of CIIE concept stocks making net inflows of funds from large orders today and this Thursday
Watchmaking: Ren Shibi
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