The latest list of northbound funds is released!
In the past five trading days, northbound funds have bought a net of 4.842 billion yuan, continuing the net inflow trend of last week!
It is worth mentioning that in the future, the northbound funds will no longer disclose the real-time transaction amount, that is, you will not be able to see how much the northbound funds have bought and how much they have sold in the future!
In fact, it is not a bad thing to turn off the intraday foreign trading display, what I am more concerned about is whether the closing display will only be invisible to retail investors, and large funds and large institutions can also see it?
To get back to the point, in the context of the overall inflow of foreign capital, which industries or companies have obtained foreign investment?
In terms of industries, a total of 4 industries have received northbound funds to increase their positions by more than 1 billion yuan this week, namely the wine, banking, medical equipment, and insurance industries, with an increase of 4.6 billion, 1.6 billion, 1.05 billion, and 1 billion respectively;
In terms of net selling, the securities, communication equipment, and automobile industries were more likely to be fled by foreign capital, with a weekly net sale of 1.15 billion yuan, 1.08 billion yuan, and 1.06 billion yuan respectively.
The following will continue to sort out some of the listed companies that have received a large amount of northbound funds for investors' reference.
Statistics show that in the past five trading days, a total of 11 companies have received a net purchase of more than 400 million yuan from northbound funds, and these 11 companies are:
Kweichow Moutai, China Merchants Bank, Inovance Technology, Haier Smart Home, Luxshare Precision, Ping An of China, Mindray Medical, Sany Heavy Industry, Bank of Communications, Bank of Jiangsu, Hengrui Pharmaceutical
From the perspective of the amount of northbound funds, Kweichow Moutai is the most favored by foreign investors, and the northbound fund increased its position by 2.554 million shares this week, with a cumulative increase of 4.489 billion yuan, and it is also the only company that increased by more than 4 billion yuan this week;
At present, Northbound Capital holds a total of 91.788 million shares of Kweichow Moutai, accounting for 7.31% of the outstanding shares;
followed by China Merchants Bank, which spent 939 million yuan to increase its position by 26.73 million shares this week, and the total number of shares held by the northbound capital is 1.251 billion shares, with a shareholding ratio of 6.06%;
Northbound funds have increased their positions by more than 900 million yuan, as well as Inovance Technology, which has increased its positions by 14.5 million shares in the past five trading days, with an increase of 925 million yuan during the period;
In addition, Haier Smart Home, Lixun Precision, and Ping An of China have all received more than 600 million yuan of northbound funds to increase their positions, and the amount of positions increased this week was 722 million yuan, 706 million yuan, and 670 million yuan respectively;
Judging from the performance of the first quarter, except for the decline in the performance of China Merchants Bank and Ping An of China, the net profit of the other nine companies in the first quarter increased to varying degrees.
Among them, Mindray Medical's net profit growth rate in the first quarter was the highest, with a net profit of 3.16 billion yuan in the first quarter of this year, with a net profit growth rate of 22.90%;
followed by Lixun Precision and Haier Smart Home, with net profit growth rates of 22.4% and 20.16% in the first quarter.
In addition, the net profit growth rate of Kweichow Moutai, Hengrui Pharmaceutical, and Bank of Jiangsu in the first quarter exceeded 10%, which were 15.7%, 31.4%, and 10.% respectively;
In the secondary market, except for Lixun Precision, which fell 14% during the year, the other 10 companies all recorded gains during the year.
Since the beginning of this year, the company's share price has continued to fluctuate and climb, rising to 31.91 yuan, and the stock price has risen by 49.48% during the period, hitting a high in recent years.
followed by China Merchants Bank, the company's share price has risen by 28.0% since the beginning of this year, rising as high as 35.85 yuan, recovering the decline since 2023.
During the year, the stock price rose by more than 20%, and Sany Heavy Industry, Bank of Communications and Bank of Jiangsu, the company's stock price has risen by 26.2%, 20% and 20% since January;
In addition, the cumulative share price of Ping An of China, Mindray Medical, Hengrui Pharmaceutical, Kweichow Moutai and Inovance Technology all increased by less than 10% during the year;
Listed companies that have been raised by northbound funds this week!
Kweichow Moutai: Northbound funds increased their positions by 2.554 million shares in a week, with an increase of 4.489 billion yuan;
China Merchants Bank: Northbound funds increased their positions by 26.73 million shares in a week, with an increase of 939 million yuan;
Inovance Technology: Northbound Capital increased its position by 14.5 million shares in a week, with an additional amount of 925 million yuan;
Haier Smart Home: Northbound Capital increased its position by 23.02 million shares in a week, with an increase of 722 million yuan;
Lixun Precision: Northbound Capital increased its position by 23.18 million shares in a week, with an increase of 706 million yuan;
Ping An of China: Northbound funds increased their positions by 15.67 million shares in a week, with an increase of 670 million yuan;
Mindray Medical: Northbound Capital increased its position by 1.7 million shares in a week, with an additional amount of 530 million yuan;
Sany Heavy Industry: Northbound Capital increased its position by 29.71 million shares in a week, with an increase of 507 million yuan;
Bank of Communications: Northbound funds increased their positions by 73.21 million shares in a week, with an increase of 502 million yuan;
Bank of Jiangsu: Northbound funds increased their positions by 58.65 million shares in a week, with an increase of 471 million yuan;
Hengrui Pharmaceutical: Northbound funds increased their positions by 8.7 million shares in a week, with an increase of 408 million yuan;