Buy Buy Buy: Northbound funding continues to increase, favored by medical technology (with list)
Securities Times.com recently, the impact of the external environment on A-shares has weakened. At the same time, the internal counter-cyclical adjustment policy has been exerted again. The A-share market has continued to pick up.
The data shows that since August 8 this year, the northbound funds have basically shown a continuous net buying state, and the net buying amount gradually reached 662 during the period.
US $ 6.6 billion, of which, Northbound funds bought 354 through the Shanghai Stock Connect.
8.6 billion yuan, net purchase of 307 through Shenzhen Stock Connect.
In the first quarter of this year, the broader market continued to pick up. Northbound funds also continued to have a net and net shift, which resulted in a gradual increase in the amount of northbound funds. However, after entering the second quarter, the period of Sino-US trade friction continued to rise. Northbound funds were here.Net interest rates also continued during the period.
Specifically, after mid-August, the net inflow of northbound funds increased significantly. Among them, on August 27, the net inflow of northbound funds reached 112.
7.1 billion yuan, reaching the highest daily net purchases recently.
On the same day, A shares were divided by the second step of the MSCI index to expand and amend. The analysis pointed out that before the close, passive funds that tracked the MSCI index will subsequently complete their positions and bring incremental capital purchases.
Northbound funds increase warehouses in medicine. From the recent distribution of Northbound funds to increase holdings of individual stocks, science and technology, such as pharmaceuticals, biology, electronics and computers, are the main objects of Northbound funds holdings. Chemicals, non-bank finance, machinery and equipment,Utilities, media and other large stocks in various industries have also been favored by Northbound funds.
Specific to a stock, since August 8th, the main contradiction in the proportion of Northbound funds holdings in the total equity is Qilianshan, Boss Electric, Qiaqia Food, Ping An Bank, Qixingxing, etc.
The industry distribution of the stocks that preceded the increase in holdings can also be trimmed, and the stocks of Northbound funds that increase the holdings of biopharmaceuticals, electronics and other stocks have split.
Among them, Qilian Mountain was increased by 3257 with northbound funds.
180,000 shares, the proportion of increased shares to total equity reached 4.
2%, is the stock that Northbound Capital recently held 苏州夜网论坛 the largest share of total equity.
Data from the Qilianshan Interim Report show that the company achieved total operating revenue of 29 in the first half of 2019.
1 billion, an annual increase of 23.
9%; net profit attributable to mothers was 5 billion, an increase of 128 throughout the year.
Everbright Securities analysis pointed out that the Northwest and Northwest cement industry demand is significantly affected by infrastructure investment. The region will rapidly advance infrastructure construction projects during the year and increase efforts to compensate for shortcomings. Qilian Mountain ‘s capacity coverage area will improve demand in 2019, supply and demand dimensions will improve, cement and clinkerSales volume increased, performance flexibility increased; the company actively extended the industrial chain to expand the layout of commercial concrete and aggregate business.
However, in the near future, stocks with a proportion of Northbound capital reductions are also possible.
Data show that since August 8, Northbound funds have reduced their holdings of Concentrator 1780.
550,000 shares, the number of shares reduced to nearly 4% of total equity, the largest reduction.
Guosheng Securities analysis believes that due to the downward pressure of the economy, the prefectural government’s finances have tightened, environmental monitoring and laboratory equipment orders have been bidding for procurement, and the quality of order repayment has also declined.
Looking into the second half of the year, the annual market space for overall environmental monitoring is only 30 billion yuan. Water quality monitoring and industrial park monitoring orders will continue to be released. Concentrating technology, as the company with the largest market share in environmental monitoring, is expected to continue to receive industry dividends.
In addition, the number of shares reduced by Northbound Capital, such as Han’s Laser, Zhengmei, Heertai, Zhejiang Dingli, Jereh, etc., also accounted for over 2% of the total equity.