Original title: Big retracement of Beijing capital!For the second time during the year, A shares were sold for over 10 billion yuan, 33 shares of “smart funds” were key to increase positions against the market. The list of stocks increased by Beijing Capital for 7 consecutive weeks is here
These are the stocks that Beijing Capital has increased its position against the market.
This week (08.16~08.20), the market fluctuated violently, and the Shanghai stock index fell 2.53% in a week. According to the statistics from Securities Times•Databao, this week’s total net sales of funds from Beijing Capital reached 10.491 billion yuan, which was the second time this year’s net outflow exceeded 10 billion yuan. The daily net outflow also occupied 2 places among the top four daily net outflows during the year. . Among them, the total net sales of Shenzhen Stock Connect this week was 5.486 billion yuan, and the net sales of Shanghai Stock Connect were 5.005 billion yuan.
The financial sector has been focused on increasing positions
Beijing Capital held a total of 2,258 stocks this weekend, with a total holdings of 97.244 billion shares. Compared with last weekend, the total shareholding decreased by 408 million shares, a decrease of 0.42% from the previous month.
In terms of different industries, the financial sector gained key positions. This week, Beijing Capital Capital’s shareholding increased month-on-month in 10 industries. Among them, the banking industry’s shareholding increased the most. The latest holding was 14.426 billion shares, an increase of 180 million shares from last week; followed by non-bank finance and steel industries. , The shareholding increased by 152.753 million shares and 116,236,600 shares compared with last week.
Statistic based on the increase rate, the construction and decoration, non-bank finance, and iron and steel industries with the highest month-on-month increase in the shareholding of Beishang Capital were 2.72%, 2.21%, and 2.06% respectively. Non-ferrous metals, national defense and military industry, and media were among the industries that had the highest month-on-month decline in shareholding, with declines of 6.16%, 5.2%, and 4.36% respectively.
From the observation of continuity, there are 6 industries that have been continuously increasing positions by Beijing Capital. Household appliances, public utilities, building materials and other industries are the most popular, and Beijing Capital has been increasing positions for 14 consecutive weeks, 6 weeks, and 4 weeks. The industry that has continuously reduced positions is electronics. , Chemical, media, etc., respectively, lighten up positions for 5 weeks, 4 weeks, and 3 weeks.
Liquor sector was sold by Beijing capital
A total of 35 stocks were on the list of active trading this week. From the perspective of the industry, the non-bank financial industry is the most concentrated among the active stocks on the list this week, with 6 stocks on the list. Kweichow Moutai had the largest transaction amount, with a total of 15.087 billion yuan this week; followed by Ningde Times, with a cumulative transaction amount of 12.373 billion yuan; Wuliangye and Dongfang Fortune also had higher transaction amounts.
According to the statistics of net transaction amount, among the stocks on the list this week, a total of 20 stocks were net purchases. Mindray Medical had the largest net purchase amount, with a net purchase amount of 2.059 billion yuan this week, followed by Tongwei shares and Midea Group. , The net purchase amount was 1.329 billion yuan and 1.222 billion yuan respectively. Among the net sold stocks, Kweichow Moutai had the largest net sale amount, with a net sale amount of 3.108 billion yuan this week.
The A-share index fluctuated violently this week, which was concentrated on the sharp setback of the A-share backbone liquor sector. Liquor stocks represented by Kweichow Moutai were not only temporarily sold by Beijing Capital, but also became the sector stocks with the most main funds to sell.
In terms of main capital flow, 7 active stocks received main capital net inflows this week. The stock with the most net inflows was Changan Automobile. The main capital net inflow amounted to 1.708 billion yuan. The main net inflow of capital was also the first of Industrial Securities. , Ningde era. There are 28 stocks with the main net outflow of funds, and Kweichow Moutai has the largest net outflow, with a net outflow of 5.751 billion yuan.
In terms of the extent of Masukura, there were 33 shares held by Beijing Capital Capital increased by more than 50% month-on-month this week. The largest increase from the previous month was Bohui Innovation. Shares fell by 13.15% this week, with a turnover rate of 24.22% during the period; followed by CIMC Vehicles and Eternal Asia. The latest holdings of Beijing Capital Capital were 1,681,400 shares and 46,229,900 shares, respectively, with a month-on-month increase of 167.42% and 135.12%, ranking first. Masukura ranked second and third.
In terms of market performance, Beijing Capital’s substantial increase in stocks increased by an average of 0.26% this week, and the trend was stronger than the performance of the Shanghai Index during the period (the Shanghai Index fell 2.53% over the same period). Specifically, 10 stocks on the list rose this week. The top gainers were Sichuan Shuangma, Hunan Gold, Eternal Asia, etc., with gains of 28.53%, 27.68%, and 24.23%; 23 stocks fell, the largest decline. Penghui Energy, Lier Chemical, Bohui Innovation, etc., fell 15.78%, 13.64%, 13.15%.
In terms of performance, 14 stocks have already announced their interim reports. The highest year-on-year increase in net profit is Langzi shares, with a net profit increase of 3,343.58%. One stock has announced its performance report, and the Southeast Grid has a higher net profit increase, with an increase of 51.28%. There are a total of 6 announcements of the first half of the year’s performance forecast. In terms of the type of performance forecast, there are 3 forecasts. In terms of the median net profit growth, Jingrui Electronics has the highest net profit growth. The median net profit is expected to be 130 million yuan, a year-on-year increase of 540.07%.
Beijing Capital bought 26 shares for 7 consecutive weeks
Beijing Capital has bought 103 shares for 4 consecutive weeks. In terms of industries, there are more stocks in the machinery and equipment industry, with 12 stocks. Among them, 26 shares were increased by Beijing Capital for 7 consecutive weeks.
From the perspective of changes in the shareholding ratio, Estun has the largest increase in holdings, which is 5.02% of the number of shares in the outstanding shares compared with 7 weeks ago; other consecutive increase in holdings include Hongchuan Wisdom, Mindray Medical, and Baichu Electronics , Haomai Technology, Qifan Cable, etc., all increased their warehousing efforts by more than 3%.
Disclaimer: All information content of Databank does not constitute investment advice. The stock market is risky and investment needs to be cautious.
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