Edited from Central Plains Securities: northward funds continue to increase positions, big finance is favored.
Last week (07swap 09-07ax 13), southbound funds suspended eight consecutive weeks of net outflowsThe continuous net inflow of northward funds has become an important source of incremental funds in the current A-share market.Big finance and other industries like Beishui.
The net inflow of capital returned to the north, and the net outflow of funds went south for eight consecutive weeks.
Northward capital reversed the decline of two consecutive weeks of net outflow in mid-to-late June and showed a net inflow for two consecutive weeks in July.The cumulative net purchases the week before last week (07Universe 02-07swap 06) and the week before last week (07Universe 09-07swap 13) were 55.61 yuan and 6.668 billion yuan, with a turnover of 991.32 yuan and 90.617 billion yuan respectively.As of July 13, 2018, the cumulative net turnover of Lu Shitong reached 519.93 billion yuan.
After eight consecutive weeks of net outflows, southward funds returned to the trend of net inflows last week.Southward funds had a net outflow of HK $8.28 billion and a net inflow of HK $7.042 billion, respectively, with a turnover of HK $44.39 billion and HK $51.332 billion the week before last week and the week before last week.As of July 13, 2018, the cumulative net turnover of the Hong Kong Stock Connect reached HK $819.936 billion.
Go northward to increase funds, increase positions, finance and other industries
From the perspective of the market value of the shares, the market value of the shares held by northbound funds reached 694.029 billion yuan, an increase of 13.454 billion yuan compared with two weeks ago.In the past two weeks, the top five industries with the highest increase in the market value of shares in the capital industry in the past two weeks are non-bank finance, banking, construction materials, food and beverage, and transportation; only five industries have reduced their shareholdings in market capitalization. they are medicine and biology, electrical equipment, national defense and military industry, building materials, and integration.
Active individual stock
Among the stocks that have been most actively traded northward in the past two weeks, there are 4, 3 and 2 stocks in food and beverage, household appliances and banks respectively, while other industries include construction materials, non-bank finance, electronics, leisure services, transportation, real estate, medicine and biology, one each.Ping An Insurance, Yili shares, Anhui Conch Cement, Midea, China Merchants BankCumulative net inflows rank in the top five, and cumulative net outflows rank among the top five.Hengrui Pharmaceutical, Ping an Bank, Wuliangye, Gree Electric Appliances.
Investment suggestion
The continuous net inflow of northward funds has become an important source of incremental funds in the current A-share market.Since April 2018, only two weeks in mid-to-late June, the market has fallen sharply and funds have fled northward, while northward funds have been more firm in both the decline and the rebound the week before last week.In terms of industry configuration, it is suggested that we should actively pay attention to the big financial, food and beverage sectors that go northward for capital preference, and we should still pay attention to the leading stocks of various industries.
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