News, after a strong rise for many days, last week's high-prosperity track lithium battery plate holding funds significantly increased, even northward funds are also in the "high" to sell a number of plate bull stocks.
High prosperity track stocks are heavily shipped by northbound funds.
Northbound capital has been pouring in and out this week, with a net sale of more than 10.8 billion yuan on Wednesday and a substantial net purchase of 12.4 billion yuan on Thursday, with a total net purchase of 1.669 billion yuan for the whole week. It is worth noting that net northward purchases reached only 1.385 billion this month, the lowest level in nearly nine months.
As striking as the large fluctuations in entry and exit, northbound Capital carried out a "batch" sale of lithium battery concept stocks this week. According to WIND data, in the past 7 days, among the top 10 active stocks sold by Beixiang Capital, lithium battery concept stocks accounted for five, of which the net sales of Ningde Times, Yiwei LiNeng, Pioneer Intelligence, Enjie shares and Divine Materials were 2.486 billion yuan, 959 million yuan, 714 million yuan, 692 million yuan and 321 million yuan respectively.
Not only that, some leading stocks of the high-prosperity industry plate, such as Yao Ming Kant of the CXO plate, COSCO Sea Control of the shipping plate, Longji shares of the photovoltaic plate, and so on, have been sold on a large scale by northward funds.
In the net sale of high-prosperity track plate stocks at the same time, northward funds are transferred to liquor and financial stocks, Wuliangye, Shanxi Fenjiu, China Merchants Bank, Ping an of China and other stocks have been northward funds to varying degrees of net purchase.
Among them, the most eye-catching is Ping an of China, whose share price has been falling unilaterally since its peak on November 30 last year, falling more than 30% this year after being cleared by Li Chi, a die-hard fan for a decade.
What is even more surprising is that after the "clearance" of Ping an of China, Li Chi expressed his optimistic attitude towards the Ningde era. In a recent interview with the Securities Market Red Weekly, Li Chi said that the Ningde era is the standard-bearer of this round of "growth cattle." the market capitalization in the future can reach 3 trillion yuan.
What is the mystery behind the big inflows and outflows of northbound funds?
Northbound funds sold more than 10.8 billion yuan on Wednesday and bought 12.4 billion yuan on Thursday, which is rare, which makes people wonder what the intention is behind the recent influx and outflow of northbound funds.
According to the Societe Generale Securities Research report, from the perspective of foreign investment entrusted to different institutions, foreign investment hosted by international securities firms (trading plates) is the "main force" of northward capital outflow / inflow of more than 10 billion yuan in the past two days. On July 14, the net outflow of trading was 7.66 billion yuan, accounting for more than 70% of the total net outflow. On July 15, the net purchase of trading was 7 billion yuan, accounting for 55.7% of the net turnover of Land Stock Tong on the day. Compared with the market value of its holdings, the outflow / inflow of foreign capital entrusted to international banks (allocation plate) in these two days is not large.
From the perspective of the industry, foreign investors also have differences on the direction of A-share industry rotation. Take the northward configuration board as an example, on 14 July, the international bank sold a net of 720 million yuan of new electric shares, and the next day, it returned to the new power industry with a net inflow of 1.14 billion yuan. this may mean that the allocation foreign capital, which is known as "long overseas money", is also "hesitant" in the high boom and high valuation of the electric power industry. But it is worth mentioning that configuration panels continue to flow into the electronics, communications and computer industries.
Societe Generale Securities Research also pointed out that differences among foreign investors on the allocation of the industry can also explain the sharp fluctuations in the direction of transactions. Transactional foreign investors increase their positions in cyclical industries such as non-ferrous and chemical industries, while northward configuration stocks are "not very interested in cyclical sectors." among them, the differences on the power new industry are the most obvious. in July, they went northward to net buy 2.24 billion yuan of new electricity shares, while trading stocks sold 3.73 billion yuan of new electricity shares in July. However, different types of foreign investors have an obvious consensus on the increase of positions in computers and communications.
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