Northbound funds bought 4.094 billion yuan of A shares all day, the fourth consecutive day of net buying. Among them, Shanghai shares bought 432 million yuan and Shenzhen stocks bought 3.662 billion yuan.
Northbound funds totaled 557.156 billion yuan this week, with a net purchase of 26.209 billion yuan.
Among them, northbound funds today bought 583 million yuan from Longji Green Energy and 437 million yuan from Ningde era, and sold 332 million yuan from Guizhou Moutai and 219 million yuan from Ping An Insurance.
Southbound Capital sold a net HK $1.253 billion of Hong Kong shares today. Of this total, Hong Kong Stock Connect (Shanghai) sold a net HK $1.985 billion, while Hong Kong Stock Connect (Shenzhen) bought a net HK $732 million.
Li Ning Co. Ltd., XIAOMI Group-W and China Shenhua Energy received a net sale of HK $447 million, HK $329 million and HK $294 million respectively, while Kuaishou Technology-W and Tencent made a net purchase of HK $145 million and HK $127 million, respectively.
Stocks concerned by Nanshui
Polysilicon price "avalanche" rumors, so that photovoltaic stocks are relatively active today. Go northward and buy net funds today.Longji green energy583 million yuan.
On the news side, Longji Green Energy announced on November 30 that the company and its nine subsidiaries signed a long order purchase agreement with Inner Mongolia Daqo New Energy Corp Co., Ltd., according to the agreement, the trading volume of polysilicon materials between the two sides is 251280 tons from May 2023 to December 2027. It is estimated that the total contract amount is about 67.156 billion yuan (excluding tax, this calculation does not constitute a price commitment).
In addition, according to the latest Morningstar data, the China A-share opportunity, the largest overseas Chinese equity fund, increased its holdings by 7.4% month-on-month in October, with a market capitalization of 980 million yuan as of the end of October.
Net buying of capital going northward for three consecutive daysNingde eraA total of 1.955 billion yuan was bought in the Ningde era.
The capital going northward is sold net today.Guizhou Moutai332 million yuan. Thanks to the announcement of the first special dividend + increased holdings of the group, as well as changes in epidemic prevention and control policies in many places, Guizhou Moutai shares rose 7.35% this week.
Stocks concerned by Beishui
The net sale of Beishui todayLi Ning Co. Ltd.447 million Hong Kong dollars. Gao Shengyan reported that as the mainland reopened border expectations and improved the rating of global brands, the target price of a number of sporting goods stocks was raised by 6% to 11%, of which Li Ning Co. Ltd. 's target price rose from HK $65 to HK $72; Anta's target price rose from HK $95 to HK $104; Xtep's target price rose from HK $10 to HK $10.6, all rated as buy.
The net sale of Beishui todayXIAOMI Group-WHK $329 million, with a net sale of HK $359 million yesterday. On the news side, Strategy Analytics released data show that as of October, Apple Inc mobile phone shipments in the global market ranked first, Samsung in the global market sales still ranked first, followed by XIAOMI. XIAOMI remained in third place in terms of shipments and sales. Other manufacturers in the top 10 include OPPO, vivo, Voice, Glory, realme, Lenovo-Motorola and Huawei.
Coal stocks continue to fall todayChina Shenhua EnergyA net sale of HK $294 million was made by southbound funds and HK $408 million was sold yesterday. On the news side, due to the accumulation of inventory in the main coal producing areas, sluggish terminal demand and other factors, the price index of thermal coal around the Bohai Sea closed at 733 yuan / ton on November 29, down 7 yuan / ton from the previous month. In addition, the NDRC said that since the comprehensive heating period, the supply of thermal coal in power plants has remained high, exceeding the consumption of thermal coal for many consecutive days, and coal storage has remained at an all-time high of about 175 million tons.
Southbound funds sold net yesterdayTencent142 million Hong Kong dollars. On the face of the news, I bought a net HK $127 million today. Tencent bought back 1.19 million shares at a price of HK $291.8-HK $296 on December 2, at a total cost of about HK $351 million.