Original title: Northbound funds take a fancy to it!The amount of increased positions surpassed that of PetroChina and Sinopec, ranking first in A-shares, and the “King of Cycles” attracted gold for 5 consecutive days
This week, the A-share market fluctuated and adjusted. The Shanghai Composite Index, Shenzhen Component Index and ChiNext Index fell by 0.52%, 2.28%, and 3.92% respectively.
Choice data shows that this week, the cumulative net outflow of northbound funds was 9.580 billion yuan. Among them, the net outflow of funds from Shanghai Stock Connect was 1.101 billion yuan, and the net outflow of funds from Shenzhen Stock Connect was 8.479 billion yuan.
This week, Northbound funds increased their holdings in 619 stocks and reduced their positions in 992 stocks. Among them, COSCO SHIPPING Holdings has the largest amount to increase its positions, and Wuliangye has the largest amount to lighten its positions.
Increased shareholding in 45 stocks by over 10 million shares
This week, the net outflow of northbound funds exceeded 9 billion yuan. Choice data shows that the net outflow of northbound funds was 5.744 billion yuan on May 23, the net outflow was 9.549 billion yuan on May 24, the net inflow was 3.409 billion yuan on May 25, and the net outflow was 1.597 billion yuan on May 26. The net inflow was 3.901 billion yuan.
From the perspective of shareholding, Choice data shows that as of May 27, the market value of northbound fund positions was 2.17 trillion yuan, and the market value of northbound fund positions decreased by 59.3 billion yuan this week. This week, the number of shares held by northbound funds in 619 stocks has increased, and the number of shares in 45 of them has increased by more than 10 million shares. The largest increase in the number of shares held by Agricultural Bank of China has increased by 86.645 million shares. PetroChina, COSCO SHIPPING Holdings Shares increased by 72.7615 million shares and 54.9464 million shares respectively.
From the perspective of market performance, among the top ten stocks with the largest increase in the number of shares held by northbound funds this week, except for China Railway, which fell by 0.86%, all other stocks rose. Shaanxi Coal Industry rose the most, rising 8.58% this week.
Northbound capital holdings increased the top ten stocks this week
Source: Choice
Judging from the changes in the market value of positions, Choice data shows that this week, the market value of Northbound funds’ holdings in 7 stocks increased by more than 500 million yuan, and the market value of Changjiang Power, Shaanxi Coal Industry, and COSCO SHIPPING Holdings increased by 1.604 billion. yuan, 1.258 billion yuan, 1.148 billion yuan.
Among the top ten stocks with the largest increase in market value of northbound funds this week, except for Proya and Jerry shares, which were reduced by 445,300 shares and 6,279,500 shares respectively, other stocks were increased by northbound funds. Among them, the holdings of Changjiang Electric Power, Shaanxi Coal Industry, COSCO SHIPPING Holdings, PetroChina and SF Holding increased by more than 15 million shares.
From the perspective of market performance, among the top ten stocks with the largest increase in market value of northbound fund positions this week, except for SF Holding, which fell by 0.91%, all other stocks rose. Jerry shares rose the most, rising 13.64% this week.
Top 10 stocks with increase in market value of northbound capital positions this week
Source: Choice
Over 800 million yuan in COSCO SHIPPING Holdings
Calculated from the average transaction price and the number of shares to be added, COSCO SHIPPING Holdings, known as the “King of Cycles”, has become the stock with the largest increase in northbound capital this week. This week, northbound funds increased their holdings of COSCO SHIPPING Holdings by 54.9464 million shares, with a total increase of 832 million yuan. From the detailed data, this week, northbound funds added COSCO SHIPPING Holdings for 5 consecutive trading days, of which over 28 million shares were added on May 23.
Choice data shows that COSCO SHIPPING Holdings rose 6.25% this week. As of May 27, Northbound Capital held 382 million shares of COSCO SHIPPING Holdings. The price of COSCO SHIPPING Holdings was 15.48 yuan per share, with a total market value of 235.1 billion yuan.
Detailed data of COSCO SHIPPING Holdings held by northbound funds
Source: Choice
36 stocks were reduced by more than 10 million shares this week
Choice data shows that this week, northbound funds have reduced their positions in 992 stocks, of which more than 10 million shares have been reduced in 36 stocks. Focus Media, which had the largest number of shares to lighten its positions, was lightened up by 67.2412 million shares, Baotou Steel Co., Ltd. and Zijiang Enterprises were lightened up by 56.9064 million shares and 53.5356 million shares respectively.
From the perspective of market performance, among the top ten stocks with the number of stocks lightened by northbound funds this week, except for Baotou Steel Co., Ltd. and Zijiang Enterprises, which rose by 5.26% and 7.13%, all other stocks fell. Sanhua Zhikong fell the most this week. Down 6.89%.
Top 10 stocks to lighten up by northbound funds this week
Source: Choice
Judging from the changes in the market value of holdings, Choice data shows that this week, the market value of Northbound funds’ holdings of 33 stocks has decreased by more than 500 million yuan, and the market value of Ningde Times, Midea Group, and Kweichow Moutai has decreased by 5.843 billion yuan and 5.843 billion yuan respectively. 5.160 billion yuan and 4.879 billion yuan.
Among the top ten stocks with the decrease in market value this week, except for Sungrow, which was increased by 2,006,000 shares, all other stocks were reduced by Northbound funds. Among them, Ping An Bank, Gree Electric Appliances, and Sanhua Zhikong were reduced by more than 20 million shares.
From the perspective of market performance, the top ten stocks with the decrease in market value of northbound capital positions all fell this week, and Vail shares fell the most, down 8.77% this week.
Top 10 stocks with a decrease in market value of northbound capital positions this week
Source: Choice
Lighten up Wuliangye over 1 billion yuan
Calculated from the average transaction price and the number of shares to lighten up positions, Wuliangye is the stock with the highest amount of lightened positions for northbound funds this week. This week, Northbound funds lightened up 6.9405 million shares of Wuliangye, with a lightening amount of 1.090 billion yuan. Judging from the detailed data, the first four trading days of this week’s northbound funds have reduced their positions in Wuliangye.
Choice data shows that Liangye fell 2.78% this Friday. As of May 27, Northbound Capital held 189 million shares of Wuliangye, and Wuliangye’s stock price was 157.95 yuan per share, with a total market value of 613.1 billion yuan.
Detailed data of Wuliangye shares held by Northbound funds
Source: Choice
Note: The shareholding ratio data in the table is the value published on the official website of the Hong Kong Stock Exchange. The specific calculation rules are: Shanghai Stock Connect is the proportion of A shares in circulation, and Shenzhen Stock Connect is the proportion of all A shares.
(The opinions in this article are for reference only and do not constitute investment advice. Investment is risky, and you need to be cautious when entering the market!)