Ending 6 consecutive days of net selling! The northbound return once again increased positions, and the four major sectors were quietly laid out

Finance Associated Press News (edited by Zilong), today (November 15), northbound funds returned to the A-share market again, as of the close, its net purchase of 3.626 billion yuan throughout the day, successfully stopped selling backflow, of which, Shanghai Stock Connect net purchase of 2.315 billion yuan, Shenzhen Stock Connect net purchase of 1.311 billion yuan. Previously, northbound funds reduced their holdings for 6 consecutive days from November 7 to November 14, with a cumulative reduction of nearly 16.77 billion yuan.

Note: Recent single-day net trading data of Northbound funds (as of the close of trading on November 15)

A list of northbound's recent layout, with 8 shares accounting for a relatively high shareholding

In terms of industries, as of November 14, based on the statistics of the past five days, northbound funds have recently focused on reducing their holdings in banking, securities, insurance and other sectors. Judging from the data, the banking, securities, insurance, photovoltaic equipment, and battery sectors were reduced by 2.3 billion yuan, 2.2 billion yuan, 1.2 billion yuan, 1.1 billion yuan, and 1 billion yuan respectively by northbound funds. In terms of specific stocks, a total of 79 shares have reduced their holdings by more than 100 million yuan in the past 5 days, among them, Ping An of China, Founder Securities, Industrial Bank, BYD, Ganfeng Lithium and other stocks have reduced their market capitalization.

Note: Northbound funds have reduced their holdings in the top 10 sectors in the past 5 days (data as of November 14)

Note: Northbound funds have reduced their holdings of the top 10 stocks in the past 5 days (data as of November 14)

Although northbound funds have been flowing out recently, there are still many sectors that have been reversed, among which the software development sector is the most favored by northbound funds. According to the statistics of the past 5 days, as of November 14, software development, semiconductors, professional services, and medical devices have received nearly 1.5 billion yuan, 870 million yuan, 800 million yuan, and 780 million yuan respectively. At the same time, sectors such as Internet services, beauty care, pharmaceutical business, real estate development, agriculture, animal husbandry and fishery, and aerospace have also received the focus of northbound funds in the near future.

Note: Northbound funds have increased their holdings in the top 10 sectors in the past 5 days (data as of November 14)

In terms of specific stocks, in the past 5 days, a total of 47 shares have been net bought by northbound funds of more than 100 million yuan, of which CTI ranks first with an increase of 890 million yuan, and the increase in holdings of 3 shares of JAC Automobile, Mindray Medical, and Transsion Holdings is also more than 400 million yuan, and Wanhua Chemical, Proya, Zhuosheng Micro, Hengrui Pharmaceutical, Huatai Securities and other stocks have also been focused. At present, there are 8 northbound capital holdings in the two cities, accounting for more than 2% of the outstanding shares, among which Inovance Technology, Venustech, and Hongfa have the highest northbound proportion.

Note: Northbound funds have increased their holdings of the top stocks by market capitalization in the past 5 days (data as of November 14)

Note: Northbound funds currently hold the largest proportion of outstanding shares (as of November 14)

Leveraged capital trends are sorted out, and these individual stocks are more popular

Compared with the northbound funds that have recently focused on reducing their holdings in the direction of big finance, financiers have significantly increased their positions in the securities and insurance sectors. Judging from the specific data, as of November 14, according to the statistics of the past 5 days, the securities sector has received nearly 3 billion yuan of funds from financing customers, ranking first. At the same time, the insurance, semiconductor, cultural media, and communication equipment sectors have all bought more than 1 billion yuan in the past 5 days, in addition, software development, auto parts, special equipment, chemical pharmaceuticals, automobiles and other sectors have also been focused on by leveraged funds recently.

Note: Financing funds have increased their holdings in the top sectors in the past 5 days (data as of November 14)

In terms of individual stocks, Ping An of China has become the favored target of financing funds in recent days with an increase in holdings of 1.29 billion yuan, and Chinese Online, Founder Securities, CICC, China Galaxy and ZTE have received 700 million yuan, 570 million yuan, 490 million yuan, 440 million yuan and 440 million yuan respectively. In addition, Changan Automobile, iSoftStone, Cambrian, Xin Yisheng and other stocks have also recently received the focus of financing funds.

Note: Financing funds have increased their holdings of the top stocks in the past 5 days (data as of November 14)

In addition, from the perspective of the proportion of financing funds in the outstanding shares of individual stocks, as of November 14, among the two financial target stocks, Rendong Holdings is still the target of the heavy position of financing customers, and its latest financing balance is 1.327 billion yuan, accounting for 40.02% of the circulating market value. It is followed by Yitian Intelligence, Cinda Securities, Chenming Paper, Kai Wit, Huaan Xinchuang, and Quanchai Power, whose financing balances account for more than 13% of the circulating market value.

Note: Stocks with the highest ratio of financing balance to circulating market capitalization (data as of November 14)

(Finance Associated Press Zilong)