What did Central Huijin buy?

    Central Huijin has increased its holdings of A-shares since October, as a quasi-equalization fund, its behavior is not only of great significance, but also has a certain role in the orientation of A-shares, of course, the most important significance is to stabilize the sentiment of market investors and stop the decline of the market, which plays a very important role.

      So what industries and stocks does Huijin currently buy? According to the statistics of the institutional research reports we obtained, Central Huijin buys the CSI 300 Index to stabilize the market, and at the same time focuses on growth industry ETFs such as healthcare, semiconductors, securities, wine, and new energy/automobiles.

      Through the above data, it will be found that in addition to the heavy position of the CSI 300 index, the medical industry has received the focus of Central Huijin every time it increases its holdings. Gao Shanwen said that China's urbanization rate is close to 70%, so China's land finance, or land rent economic development model, with real estate as the core, has come to an end. Judging from the expected birth population of less than 10 million this year, the demographic dividend has also disappeared. Therefore, there are two directions in the future, one is that China's aging is inevitable, and the other is to give full play to the engineer dividend and guide China's economy into a stage of high-quality development. Therefore, the general direction of stock market investment, which sectors can be bought, which sectors can not be bought to see clearly at a glance, indiscriminate buying may never be able to return to the capital, between plates, between individual stocks will be very differentiated, the future of some traditional industry stocks will be slowly marginalized. The medical sector is beneficial, and the aging population will inevitably increase medical demand. China's medical engineer dividend allows China to carry out innovative drug research and development, and can be exported OEM. Judging from the increase in the third quarter of the public fund, it seems that the public fund has also realized this and focused on the medical sector. Of course, our live broadcast on Monday focused on analyzing the stocks allocated by public funds, as well as the future allocation direction of the medical sector.