Northbound funds increased their positions by 22 billion yuan in March!
Finance Associated Press, March 30 (edited by Lichen) Wind data shows that northbound funds bought a net of 5.381 billion yuan this week (there are only four trading days this week), and a total of 21.985 billion yuan of northbound funds bought in March.
According to Choice data, from the weekly (March 25 to March 28) performance, the stocks with a cumulative weekly net purchase amount of more than 300 million yuan by northbound funds are shown in the table below. Specifically, China Merchants Bank's net purchase was 909 million yuan, and the other Industrial Bank, which also belongs to the banking sector, increased its position by 361 million yuan. Wuliangye's net purchase also exceeded 900 million yuan, and Kweichow Moutai, which also belongs to the food and beverage field, added 542 million yuan. In addition, Changan Automobile, iFLYTEK, Sany Heavy Industry and Zhongji Innolight all had net purchases of more than 500 million yuan.
From the perspective of monthly performance, CATL's net purchase was 5.862 billion yuan, ranking first. In addition, foreign investors bought more than 900 million yuan of stocks in the food and beverage and household appliances industries. Specifically, the net purchases of Wuliangye, Shanxi Fenjiu and Jinshiyuan in food and beverage were 4.398 billion yuan, 1.220 billion yuan and 951 million yuan respectively, while the increase in positions of Midea Group and Gree Electric Appliances in household appliances was 3.313 billion yuan and 1.207 billion yuan respectively.
CITIC Securities said in a research report released on March 27 that in 2024, the sales of all sectors of the food and beverage industry will be stable, and the cost will be stable and decreased. Analysts expect that the performance of mass goods demand in 2024 will still depend on the recovery of the overall consumption boom. Zhou Zhen and others of Orient Securities said in a research report released on March 28 that on March 25, the Ministry of Finance released a 24-year budget for transfer payments from the central government to local governments, and a special fund budget for the disposal of waste electrical and electronic products in 24 years was 7.5 billion yuan. Analysts believe that the suspension of the treatment fund can actually reduce the burden on household appliance enterprises, and the special budget allocated by the government is conducive to activating the vitality of the recycling industry chain, thereby accelerating the improvement of the scrapping rate of household appliances.
From the perspective of selling, this week, northbound funds sold a net of more than 300 million yuan of stocks reached 8 (see the table below). Specifically, the net selling volume of Mindray Medical was 606 million yuan, and the reduction of positions of Cialis and Goertek exceeded 400 million yuan.
According to Flush iFinD data, in terms of industry sectors, the overall net inflow of banking, food and beverage, non-ferrous metals, transportation equipment, electronics, public utilities and building decoration sectors exceeded 500 million yuan this week, which were 3.057 billion yuan, 1.667 billion yuan, 744 million yuan, 738 million yuan, 731 million yuan, 680 million yuan and 617 million yuan, respectively.
In terms of market sectors, the net purchases of the Shanghai main board and the Shenzhen main board this week were 6.52 billion yuan and 450 million yuan respectively, and the reduction of the GEM was 1.89 billion yuan. In terms of market capitalization, the additional positions of the constituent stocks of the CSI 100 and CSI 500 indices were 2.922 billion yuan and 1.477 billion yuan, and the subpositions of the constituent stocks of the CSI 200 and CSI 1000 indices were 544 million yuan and 1.934 billion yuan.
(Finance Associated Press, Lichen)