August 14, 2021 10:13
Author: Wang Linpeng
Source: Data treasure
Summary
[Foreign Tanabata alternative confession: the most heart-warming and long-lasting stocks exposed Beishang Capital’s heart is the most concerned, but there are other stocks]Statistics show that since the second half of this year, a total of 831 stocks have been increased by Beishang Funds, with an increase of over 100 % Of the stocks are 164, accounting for 19.74% of the total added stocks. in,Capital Online、Sailing cable、Huaying Technology、Tunan sharesThe strength of the other 13 stocks being increased by more than 500%. Beishang Capital recently held 928,900 shares of Capital Online. Since the second half of the year, the increase in positions was 7390.78%, ranking first; Qifan Cable and Huaying Technology’s increase in positions were 3983.27% and 1154.90%, respectively. (Data treasure)
major discovery! The always rational and cool science man—foreign capital, who has a crazy heart, who are they? Taking advantage of the Qixi Festival, let’s go take a look!
Recently, the Internet has reported that the suspension of foreign investment in Chinese assets led by SoftBank has continued to ferment, which once caused market concerns. However, the data presents different opinions. Many asset management giants such as Fidelity and Schroder are still very interested in Chinese assets, and they are buying high-quality assets against the trend in the process of market correction.
So, for the A-share market, what are the recent actions of foreign investors and what are the implications for the future? Through the recent moves of buying and selling Beijing funds in A shares,SecuritiesTimes Databao conducted a summary analysis, and on the occasion of the Qixi Festival, let everyone take a look at the “smart funds” heartbeat stocks.
The most “impressive” types of funds going north:
Favorite sharp correction stocks, low stocks
Since the second half of the year, the A-share market has remained volatile, and the three major indexes have all corrected slightly.Kweichow MoutaiStocks such as important indicators have a large correction. However, “smart funds” made full use of this window of opportunity to grab many stocks that have fallen sharply while they are low; in addition, many of the low-risk stocks whose stock prices are at the bottom have been focused on by Beijing Capital for a long time. So, which stocks can make the capital that has always been ruthless northward “heartbeat” and be rushed to buy?
Data treasure statistics show that since the second half of this year, a total of 831 stocks have been increased by Northbound funds, and a total of 164 stocks have increased positions exceeding 100%, accounting for 19.74% of the total increased positions. Among them, 13 shares, including Capital Online, Qifan Cable, Huaying Technology, and Tunan, were all increased by more than 500%. Beishang Capital recently held 928,900 shares of Capital Online. Since the second half of the year, the increase in positions was 7390.78%, ranking first; Qifan Cable and Huaying Technology’s increase in positions were 3983.27% and 1154.90%, respectively.
It can be found from the stocks that are the most important to increase positions. The low stocks that have fallen sharply and are located at the relatively bottom are more favored by Beijing Capital. Capital Online,Gourd baby、AstronergyThe stocks have fallen sharply since the second half of the year, with the largest drop exceeding 30%; Qifan Cable, Tunan Co., Ltd.,Chengdu GasAlthough the stock has not fallen or even the stock price is not small, the stock price has been at a relatively bottom for a long time before the capital from Beijing began to intervene.
The most “long-lasting” stocks of Beijing Capital
People have a “seven-year itch”, will Beijing Capital also cause aesthetic fatigue on a certain stock? As the saying goes: Accompanying is the longest love confession. Let’s study the most “long love” stocks of Beijing Capital.
Data treasure statistics found that although the funds from the north are both rational and cold, there are still 20 stocks to accompany the funds from the north to successfully pass the seven-year itch (the stock market has a particularly fast pace, and the stock market is January ≈ 1 year in the world). Add positions,Medical BiologyThere are mostly 5 stocks.
Based on the cumulative increase in capital holdings of the northward capital in the past 7 months, the cumulative increase in 15 shares has exceeded 1 percentage point.Semir clothing、Haier Bio、Yifeng Pharmacy、National Porcelain MaterialsThe increase in stocks in other stocks ranks first. Among them, Semir Apparel’s latest holdings accounted for 9.04% of the total share capital of A shares. The cumulative increase in positions in 7 months was 6.35 percentage points, followed by Haier Biology, with a cumulative increase of 6.04 percentage points.
Cycles and technology sectors are the most exciting for capital from Beijing
Foreign capital, represented by Beijing Capital, has always favored the A-share consumer, pharmaceutical, and technology sectors, but recentlyCommoditySuch as the substantial price increase of upstream resources, the advantages of the cycle leader appear, making the cycle sector extremely hot, and the capital of the north can not resist its charm, and the cycle-related industry sectors have been increased significantly.
Data treasure statistics show that since the second half of this year, Beijing Capital has slightly increased its A-share holdings, with the latest holdings of 97.817 billion shares, an increase of 0.86% compared to the end of the first half of the year. Among the 28 Shenwan industries, Beijing Capital increased its holdings in 19 industries, and 13 industries increased their holdings by more than 5%.
The cycle and the technology sector are the most exciting for the capital in the north, machinery and equipment, communications,Non-ferrous metals、computerSince the second half of the year, the increase in holdings of the four Shenwan industries has exceeded 10%. Among them, Beishang Capital recently held 3.996 billion shares of machinery and equipment industry stocks, and the increase in holdings since the second half of the year was 14.42%. The increase in holdings in the communications, non-ferrous metals, and computer industries was 13.77%, 12.22%, and 10.32%, respectively.
The most “careful” stocks of Beijing Capital
Although Beishang Capital has increased a lot of stocks this year, there is always one of the most important positions left for the most “important” in their hearts. They have long used their absolute stock market value advantage to form the largest stocks of Beishang Capital, which are also Beijing Capitals. The most important basis for profit.
From an industry perspective,food and drinkThe industry is a well-deserved ballast stone for funds from the north. The latest stock market value is as high as 338.432 billion yuan. However, compared with the end of the previous year, the market value of holdings has decreased by 93.089 billion yuan, a drop of 21.57%. Medical biology, electrical equipment, electronics,BankThe market value of holding positions in eight industries has exceeded 100 billion yuan. It is worth noting that electrical equipment is the only industry where the market value of its holdings has increased by more than 100 billion, an increase of 72.81%.
In terms of individual stocks, the market value of 48 shares of Beijing Capital holdings exceeds 10 billion yuan. Kweichow Moutai is the first heavy warehouse stock in an absolute sense. The market value of Beijing Capital holdings is as high as 154.061 billion yuan, the second largest.Midea GroupThere are 85.516 billion yuan,Ningde era、China Merchants Bank、WuliangyeThe market value of the three-share holdings also exceeded 50 billion yuan.
Although maintaining the ranking of the top stocks, the market value of Kweichow Moutai’s holdings decreased by 54.439 billion yuan compared with the end of the previous year, making it the most depleted stock in the two cities.Hengrui Medicine、Gree Electric、Ping An of ChinaThe decrease of 7 shares including Midea Group and Midea Group also exceeded tens of billions.Shanghai Airport、HikvisionBeing “snuggled”, the rankings of heavy stocks dropped by 44 and 78 respectively.
by”Carbon neutral”、New energy sourceCars and other hot spots are blessed, and new energy concept stocks have become the fastest rising stocks in the ranking of heavy holdings of Beijing Capital, and they have become the “new favorites” of foreign investors. The market value of Ningde Times’ holdings increased by 27.761 billion yuan, and the ranking of heavy-duty stocks rose by 6 places, and the latest ranking of the third largest heavy-duty stocks by Beijing Capital. also,Longi shares、Sungrow、Enjie shares、Guodian NARIThe increase in market value of other new energy concept stocks are among the top, and the ranking of heavy stocks has also risen by dozens.
Article source: data treasure
Original title: Alternative confession of foreign investment Tanabata: The most “heart-beating” and “long-lasting” stocks have been exposed, but there are other stocks in the heart of Beijing Capital that “care most”
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