A large proportion of northward funds to increase the position of the list of shares has come! Lithium hexafluorophosphate concept unit is listed

Data show that northbound Capital bought a total of 10.089 billion yuan in A shares this week (the first trading week in August).

Under the market shock pattern, capital went northward throughout July, but the overall inflow trend remained. According to institutional statistics, the net inflow was 10.762 billion yuan, and the short-term adjustment of the market could not conceal the trend of northward capital inflows into A-shares.

For the August market, the Bohai Securities Strategy team said that the larger test of the index is mainly on the performance side, and the market differentiation caused by performance differentiation will become inevitable, but on the whole, the broad-based index will still maintain the characteristics of partial concussion. With the goal of encouraging innovation and taking into account risk prevention, if the market falls unexpectedly, it will be more likely to give birth to buying points.

From the point of view of the transactions and capital flows of the top 10 active stocks of northward funds in the past seven days, Mindray Medical Care ranked first with a net purchase of 2.3 billion yuan, while Sany and China Ping an ranked second and third with a net purchase of 1.5 billion yuan and 1.4 billion yuan, respectively. Guizhou Moutai ranked first with a net sales of 3.9 billion yuan in the past seven days, while Zhaoyi Innovation and Ningde ranked second and third with net sales of 700 million yuan and 600 million yuan, respectively.

From the point of view of the transactions and capital flows of the top 10 active shares of northward funds in the past month, the net purchase amount of Wuliangye ranked first with 3.1 billion yuan, while China Ping an and Mindray Medical ranked second and third with 3.1 billion yuan and 2.2 billion yuan respectively. Guizhou Moutai ranked first in terms of net sales of northward funds of 5.4 billion yuan in the past month, while Ningde Times and BOE A ranked second and third with net sales of 3.5 billion yuan and 2.5 billion yuan respectively.

Judging from the list of stocks with the highest proportion of northbound funds increasing their positions this week, there are six stocks with an increase of more than 1%, namely Shanhe Intelligence, Zhaoyan New Drug, Tianyin Holdings, Yongtai Technology, Geodian shares and Hyprey.

Shanhe Intelligence led the proportion of northward capital increase this week, reaching 1.97%.

According to a research report released by Minsheng Securities Guan Qiliang on March 23, considering the high demeanor of the construction machinery industry, Shanhe intelligent deep ploughing construction machinery industry for many years, the certainty of performance and sales volume is strong, the valuation can be repaired, and it will be covered for the first time. Give a "recommended" rating.

It is worth noting that with the strengthening of the construction machinery sector represented by Sany heavy Industry, Shanhe Smart's share price reached a new year high this week.

Zhaoyan's new drug ranks second in the proportion of northward capital increases this week, reaching 1.91%. The research report released by Chen Zhu of CITIC Securities on May 12th pointed out that Zhaoyan new drug, as the leader of domestic preclinical CRO, has sufficient orders on hand, and the high growth of business is expected to be realized gradually with the gradual release of new production capacity. In the medium and long term, the company will continue to benefit from the strong demand for preclinical research by domestic innovative pharmaceutical equipment and new treatment technology companies, and its performance is expected to maintain rapid growth within 2-3 years; in addition, the company will actively promote the international strategic layout, overseas preclinical and clinical phase I and other derivative business is expected to gradually improve, which is expected to bring medium-and long-term growth space for the company.

Tianyin Holdings ranked third in the proportion of northward capital increase this week, reaching 1.52%. According to a research report released by Liu Jiaren of Societe Generale Securities on July 30th, the sound mobile phone distribution business of Tianyin Holdings and the reduction of cost and fee control have contributed to the steady growth of 21H1's parent net profit. Looking to the future, the strategic layout of the company is gradually clear, the expansion of JD.com platform will promote the sustained and rapid growth of mobile phone distribution business, the "going out" strategy opens the development space of lottery business, in addition, the company lays out a new electronic cigarette track, e-cigarette business has become the second life curve, it is suggested that active attention should be paid to it.

Lithium hexafluorophosphate concept stock, which has nearly tripled this year, ranks fourth in the proportion of northward capital increase this week, reaching 1.51%. According to a research report released by Wang Xixin of Guosheng Securities on August 4, the company is based on the accumulation of technology in the field of fluorine-containing fine chemicals, the production capacity of lithium materials is expanding rapidly, and the strategic procurement agreement in Ningde era has greatly enhanced the certainty and sustainability of the company's performance growth. maintain a "buy" rating.