(Original title: Beijing Capital favored the infrastructure industry last week to increase its position in 31 shares for seven consecutive weeks)
Securities Times reporter Liu Junling
According to the statistics of Securities Times and Databao, last week, the total turnover of Northbound funds was 510.543 billion yuan, and the net purchases were 6.203 billion yuan. Among them, the total net purchases of Shanghai Stock Connect were 6.853 billion yuan and the net sales of Shenzhen Stock Connect were 650 million yuan.
Statistics show that last week, Beijing Capital Capital increased its shareholding in 19 industries and 12 industries decreased. The shareholdings of the general industry increased the most month-on-month, with a week-on-week increase of 7.39%, followed by the steel, construction and decoration, and real estate industries, with a month-on-month increase of 6.72%, 6.67%, and 5.97%, respectively.
Last week, Beishang funds significantly favored the traditional infrastructure industry, and the steel, building decoration, building materials, and machinery and equipment industries all received the increase in Beishang funds. Under the overall tight real estate policy in the second half of 2021, the Central Economic Work Conference will set the 2022 macro policy to be stable and effective, steadily promote measures such as the management of real estate loan concentration, and achieve healthy and stable development of the real estate market, and infrastructure is expected to grow steadily Grasp, related stocks continued to rise last week.
From the perspective of the continuity of the increase in holdings, the communications industry is most favored by funds from the north. The shareholding has increased for eight consecutive weeks, during which the communications industry index has risen by 1.6%.
Last week, the national defense industry, beauty care, textiles and apparel, public utilities, and computers suffered the most from capital reductions from the north, and their shareholding fell by more than 2% from the previous month. New energy has continued to pull back this year, and stocks that have gained too much in the previous period have retraced continuously last week. On the news, the new energy subsidy policy in 2022 will decline by 30% on the basis of 2021, and the new energy policy subsidy will be terminated at the end of December 2022, and the sentiment of the new energy sector has declined.
Northward capital increase
Traditional blue chips
According to data statistics, a total of 33 shares were on the list of active capital transactions in Beijing last week. From the industry perspective, among the listed stocks, the electrical equipment, food and beverage, and electronics industries have all exceeded 10 billion yuan in turnover. The machinery and equipment stocks received the most net purchases with a total of 1.17 billion yuan. The electronics industry has the largest net sales, a total of 29.99 100 million yuan.
Beijing Capital started to deploy blue chip stocks in traditional industries on dips. Sany Heavy Industry and China Ping An received the highest net purchases of Beijing Capital last week, which were 1.17 billion yuan and 720 million yuan, respectively. Both of these stocks suffered substantial losses in 2021. Retracement, the cumulative decline was 33.4% and 40% respectively, and the valuations have all entered a lower range. Muyuan shares and Industrial Bank also had net purchases of more than 500 million yuan, both of which began to adjust downwards after the Spring Festival last year and have recently been favored by funds.
Huaxin Securities believes that stable investment is the main focus of stable growth. The new and old infrastructure will work together, and the inflection point of infrastructure has arrived. Abundant liquidity supports the low-valuation sector, and the funding is loose. The low-valuation of the financial industry is expected to usher in a restoration. Especially after the A-shares enter the era of full registration, the increase in the performance of securities firms is worth looking forward to.
Statistics show that last week, a total of 18 shares of Beishang Capital doubled the month-on-month. From the perspective of increase in holdings, Pony Test, Shengyuan Environmental Protection, and Shennong Group ranked first, with 434%, 181.05%, and 176.75% respectively.
Beijing Capital Online, Jiu’an Medical, Suotong Development, Dirui Medical, and Guanghua Technology have the largest reduction in capital holdings in Beijing, and their shareholding ratios have all fallen by more than 80% from the previous month.
Beijing Capital continues to increase its position in stocks
The stock price pulled back slightly last week
According to data statistics, a total of 31 shares have received capital from Beijing to increase their positions for seven consecutive weeks. From the perspective of the number of increased shares, China Construction, China Unicom, and China Jushi have received the largest increase in holdings of Beijing funds, with 418 million shares, 198 million shares, and 94 million shares respectively. Continuous gaining stocks are dominated by the power equipment, medical and biological, and electronics industries.
In terms of market performance, Beijing Capital’s continuous increase in stocks had a slight retracement last week, with an average decline of 2.56%. Chongqing Beer, Kodali, Hesheng Silicon Industry, and Weir shares all fell by more than 10% last week. Fangda Special Steel, China State Construction and Anhui Construction Engineering rose slightly, with an increase of more than 4%.
List of the top stocks in the total turnover of Beijing Capital last week
Code
Abbreviation
Last week’s total turnover (100 million yuan)
Last week’s net purchases (100 million yuan)
Last week’s change (%)
300750
600519
002594
002475
601012
300059
600036
000858
601318
300760
300014
600887
002714
603259
000651
600031
300274
002241
Ningde era
Kweichow Moutai
BYD
Luxshare Precision
Longi shares
Oriental wealth
China Merchants Bank
Wuliangye
Ping An of China
Mindray Medical
Yiwei Lithium Energy
Yili shares
Muyuan shares
WuXi AppTec
Gree Electric
Sany Heavy Industry
Sungrow
GoerTek
133.00
89.97
54.35
53.98
50.75
50.57
50.29
43.63
35.64
32.47
31.44
30.76
30.24
28.07
23.20
23.14
20.51
20.02
-1.42
-10.56
-0.09
-18.62
2.04
-9.05
-7.10
-7.70
7.20
-4.69
4.35
-2.41
5.55
-8.33
0.71
11.70
-7.91
-4.49
-8.18
-5.27
-8.06
-5.26
-6.88
-9.05
0.70
-2.25
5.02
-13.87
-10.82
-3.21
5.45
-8.18
8.40
8.82
-12.00
-4.62
(This edition of thematic data is provided by the Securities Times Central Database. Chen Jinxing/Drawing)