On October 21, northbound funds bought a net purchase of 10.154 billion yuan, the third consecutive trading day of net purchases, of which the Shenzhen Stock Connect net purchase of 4.446 billion yuan and the Shanghai Stock Connect net purchase of 5.708 billion yuan.
Securities Times • data treasure statistics show that on October 21, a total of 695 stocks increased their holdings compared with the previous trading day, based on the number of shares increased and the closing price of the day as the benchmark for calculation, among the stocks, there were 44 stocks with a market value of more than 100 million yuan, and the largest increase in market value was Ping An of China, the latest holding volume was 684 million shares, an increase of 2.86% month-on-month, the increase in market value was 1.031 billion yuan, followed by China Merchants Bank, Ganfeng Lithium, the increase in market value was 673 million yuan and 553 million yuan, respectively.
According to the statistics of the industry, among the top stocks in the above-mentioned northbound capital increase in market value, chemical, electrical equipment, mining and other industries are the most concentrated, with 6, 6 and 4 stocks on the list respectively. In terms of plate distribution, there are 36 main boards and 8 GEM boards.
In terms of performance, 8 shares of the northbound capital have announced three quarterly reports, and the highest year-on-year increase in net profit is polyfluoride, and the net profit has a year-on-year change of 5316.00%. A total of 7 companies announced the performance forecasts of the first three quarters, and 5 of them were pre-increased in terms of the type of performance forecasts. In terms of the median increase in net profit, the highest increase in net profit is Ganfeng Lithium, which is expected to have a median net profit of 2.328 billion yuan, an increase of 604.28% year-on-year.
From the perspective of institutional trends, northbound funds increased their market value in the first stocks, there are 11 that have been investigated by institutions in the past month, and the number of institutional surveys is more frequent, such as Makihara shares, BYD, etc., during which they have been investigated by institutions 2 times and 2 times; the number of institutional investigators, the institutions are more crowded with Mindray Medical, Yongtai Technology, and Yangtze River Power, with 497, 258 and 162 institutions participating in the survey. Judging from the institutions participating in the survey, among the above stocks, a total of 8 stocks such as BYD, Yangtze River Power and Huichuan Technology have been investigated by overseas institutions in the past month. (Data Treasure)
Northbound funds increased their market capitalization rankings
code
abbreviation
Latest shareholding (10,000 shares)
Comparison of the previous trading day (%)
Inflow (10,000 shares)
Increased market value (10,000 yuan)
601318
Ping An of China
68374.70
2.86
1899.26
103091.98
600036
China Merchants Bank
144638.76
0.87
1251.89
67289.09
002460
Ganfeng Lithium
7248.73
4.64
321.32
55266.18
000858
Five grain liquids
21541.80
1.07
228.99
50603.93
300750
Ningde era
17255.92
0.47
80.52
47988.97
600309
Wanhua Chemical
23097.50
1.85
420.46
46985.94
600519
Moutai in Guizhou
8770.76
0.27
23.25
42871.16
601225
Shaanxi Coal Industry
41565.28
6.80
2644.77
39856.69
002594
BYD
6135.32
2.04
122.89
35270.57
300014
Ewell Lithium Energy
12564.68
2.46
301.90
34078.90
000651
Gree electric appliances
84018.62
0.94
785.42
31479.59
600111
Northern rare earths
8525.93
8.04
634.76
31357.24
601166
Societe Generale
60901.35
2.56
1520.62
30077.93
300274
Sunshine power
14188.98
1.29
180.61
28876.04
601899
Zijin Mining
124364.84
1.86
2275.52
25804.45
600900
Yangtze River Power
157176.45
0.78
1218.46
25673.02
300207
Hin Wanda
11395.48
4.63
504.69
24118.90
002407
Polyfluoride more
1370.75
34.31
350.17
21087.17
000333
Midea Group
132629.57
0.22
286.68
19975.74
000818
Hangjin Technology
3698.30
18.05
565.47
19904.53
000568
Luzhou old cellar
3159.90
2.57
79.14
18352.82
603259
WuXi AppTec
19938.48
0.61
121.82
17201.66
300316
Jingsheng Electromechanical
7168.84
3.15
219.09
16431.46
600188
Yanzhou Coal
5692.90
10.12
523.01
16213.27
600988
Chifeng gold
4998.82
21.15
872.62
15436.73
600436
Tablets
1904.45
1.79
33.55
14557.52
300124
Huichuan technology
37833.87
0.63
236.03
14459.17
300454
Deeply convinced
3654.70
1.88
67.46
14300.97
600660
Fuyao glass
20608.84
1.39
282.55
13958.10
002352
SF Holdings
25745.60
0.84
213.42
13556.49
600887
Yili shares
92564.05
0.37
337.07
12869.38
002714
Makihara shares
12696.34
223.39
12710.94
601666
Flat coal shares
7191.02
18.33
1113.86
12352.68
002326
Yongtai Technology
2681.25
6.98
174.90
12277.83
601601
CPIC
22746.16
1.81
405.43
12061.53
600406
NARI
78595.64
0.41
320.29
11901.79
000786
North New Material
15500.06
371.52
11346.18
000516
International Medicine
1881.68
91.07
896.89
10942.06
603605
Polaria
4119.42
56.38
10843.33
601398
Industrial and Commercial Bank of China
120643.84
1.92
2276.22
10789.29
600985
Huaibei Mining
2196.10
50.04
732.45
10620.54
002050
Sanhua Intelligent Control
76252.75
0.59
446.96
10592.83
300760
Mindray Medical
10782.36
0.26
28.05
10212.11
600028
Sinopec
111093.10
2.09
2269.21
10166.07
Note: The market capitalization of the increase is calculated based on the data published by HKEX, and if there is any discrepancy, please refer to the disclosure of the exchange and the listed company. This article is a news report, does not constitute investment advice, the stock market is risky, investment needs to be cautious.
Shanghai-Shenzhen-Hong Kong Stock Connect, super reset
Shanghai-Shenzhen-Hong Kong Stock Connect, Northbound Funds, Hong Kong-funded, Position Increase, Overweight, Main Funds, Foreign Capital, Shanghai-Shenzhen Stock Connect, Shenzhen Stock Connect, Net Buy