In the past week (January 9-January 13), the three major stock indexes of A shares collectively closed up. The Shanghai Composite Index rose 1.19%, the Shenzhen Component Index rose 2.6% and the Growth Enterprise Market Index rose 2.93%. This week, the cumulative net purchase of northbound funds was nearly 44 billion yuan, and the net purchase per week was the third in history since the opening of the land stock connect.

northbound funds continued to run into the market, with a cumulative net inflow of 64 billion yuan in nine trading days since January. In 222, the accumulated net purchase of northbound funds was 9 billion yuan. At the beginning of January, the net purchase in just 9 trading days exceeded 7% of last year.

The research report released by Founder Securities on the 12th pointed out that with a series of short-term negative factors gradually fading, northbound capital began to turn into net inflow after experiencing a large outflow in September and October last year, and the trend of net inflow of northbound capital has remained unchanged since the beginning of this year. Founder Securities also pointed out that the RMB exchange rate has continued to appreciate recently, hitting a new high since the middle and late August last year. The appreciation of the RMB is conducive to enhancing market confidence, and the trend of subsequent net inflow of northbound funds is expected to continue further.

Yuesheng Wealth Management also said that the strong sweep of goods by northbound funds fully demonstrated its confidence in the China A-share market.

increase holdings in the brewing industry and decrease holdings in the coal industry

In terms of net purchase amount, northbound capital increased holdings in 8 industries this week, among which the brewing industry ranked first with a net purchase amount of 5.672 billion yuan, followed by the insurance industry with a net purchase amount of 4.385 billion yuan.

northbound capital reduced its holdings in 2 industries, of which the coal industry was the largest, with a net selling amount of 885 million yuan, followed by the chemical pharmaceutical industry with a net selling amount of 576 million yuan.

net purchase of Contemporary Amperex Technology Co., Limited was 4. billion yuan, and net sale of Hengrui Pharma was 861 million yuan

In terms of stocks, this week, northbound funds bought Contemporary Amperex Technology Co., Limited (375.SZ), China Ping An (61318.SH), Kweichow Moutai (6519.SH), Wuliangye (858.SZ) and Longji. China Ping An was bought 3.818 billion yuan, Kweichow Moutai was bought 3.2 billion yuan, Wuliangye was bought 1.959 billion yuan and Longji Green Energy was bought 1.751 billion yuan.

Hengrui Pharma (6276.SH), Enjie (2812.SZ), Yiling Pharmaceutical (263.SZ), Yankuang Energy (6188.SH) and Tongwei (6438.SH) were the top net sellers of northbound funds, among which Hengrui Pharma was sold 8. 5%.