This week, northbound funds flowed into A shares for four consecutive days, and the number of multi-share holdings doubled.

optimization of epidemic prevention measures

northward capital warehousing service sector

This week, the A-share market rose continuously and then fell slightly, and the Shanghai Composite Index once reached nearly 3,2 points, reaching a maximum of 3,198.41 points, the highest in the past two months. In terms of the week's ups and downs, the Shanghai Composite Index rose by 1.76%, the Shenzhen Component Index rose by 2.89%, and the Growth Enterprise Market Index rose by 3.2% in a week.

northbound funds flowed into A-shares substantially, and there was a net inflow for four consecutive days from Tuesday. According to the statistics of Securities Times and DataBao, the total net inflow of funds from the north this week was 26.57 billion yuan, of which the net inflow of Shanghai Stock Connect was 9.425 billion yuan and the net inflow of Shenzhen Stock Connect was 17.82 billion yuan.

in terms of industries, with the optimization of epidemic prevention measures in many places, funds from the north flowed into several service industries this week. Twenty-five industries gained an increase in shares held by Northbound Capital, and industries such as commerce, retail, social services and media gained more positions, with the number of shares increasing by more than 5% on a week-on-week basis. Northbound Capital slightly adjusted the positions of some technology industries, and the holdings of comprehensive, communications, real estate, electronics and public utilities all decreased by more than 1% month-on-month.

this week, the commerce and retail sector was significantly increased by funds from Northbound, with the weekly shareholding increasing by 8.8% and the industry index rising by 6.27%, which was better than most industries. Many institutions are optimistic about the recovery space brought by the optimization of epidemic prevention measures. Western Securities believes that the 2 optimization measures introduced in November will further improve the scientificity and accuracy of the follow-up epidemic prevention and control, but the domestic epidemic situation is still grim in the near future, and the transmission and implementation of policies will still take some time.

TF Securities believes that with the introduction of 2 measures to optimize epidemic prevention policies, all localities are actively responding to the implementation, and epidemic prevention measures tend to be precise and scientific. With the gradual optimization of epidemic prevention policies, the partial consumption that was delayed in the early stage due to epidemic factors is expected to be replenished in the near future.

according to statistics of databao, the social service sector's shareholding in the capital of Northbound increased by 7.69% this week, and the industry index rose by 8.49% in one week, ranking first in the whole industry. Among them, tourism and scenic spots, hotel catering sector collectively surged, Guilin Tourism, Emeishan A, ST Caesar, Lijiang shares and other stocks all rose more than 25% in a week.

According to a recent report released by the United Nations World Tourism Organization, from January to September, 7 million tourists from around the world traveled abroad, more than double the record in the same period in 221, equivalent to 63% of the level in 219. This year, international tourism will reach 65% of the pre-epidemic level.

Wuliangye received two big funds to add positions at the same time

According to the statistics of data treasure, 41 shares were listed on the active transaction list of funds in Northbound this week. In terms of industry, stocks in food and beverage, electrical equipment and non-bank financial industries were active this week, with a total trading volume of more than 1 billion yuan. Food and beverage stocks and electrical equipment stocks were among the top net inflows, while real estate stocks were reduced by northbound funds.

Recently, large consumption has become the main line of A-shares, and liquor stocks in the weighting sector have received financial attention. Wuliangye became the first net inflow of capital transactions in the north this week, with a net inflow of 2.25 billion yuan a week. This week, the stock received multiple funds and increased its positions. The main capital inflow this week was 1.578 billion yuan, ranking second among all A-shares, with the net inflow exceeding 1 billion yuan on Tuesday. Wuliangye rose 1.64% this week, the highest weekly increase since the second half of the year. In addition to Wuliangye, Kweichow Moutai and Shanxi Fenjiu in liquor stocks all received capital from the north to increase their positions.

Contemporary Amperex Technology Co., Limited ranked second in the net inflow of active stocks this week, with a total net inflow of 1.962 billion yuan. The latest shareholding of Northbound Capital exceeded 17 million shares, the highest since the second half of this year, and the market value of systematic shareholding exceeded 67 billion yuan.

At the forum on industrial chain and standard development of sodium ion batteries held this week, Huang Qisen, vice president of Contemporary Amperex Technology Co., Limited Research Institute, said that in passenger car applications, sodium ion batteries can generally meet the needs of vehicles with a battery life of less than 4km. Contemporary Amperex Technology Co., Limited, through the pioneering AB battery system integration technology, has realized the mix and match of sodium and lithium, complemented each other's advantages, and improved the energy density of the battery system, so that the application of sodium ion batteries is expected to be extended to 5-kilometer endurance vehicles. This endurance car will face 65% of the market, and its application prospect is very broad.

this week's month-on-month growth rate of the top stocks was released

According to data treasure statistics, from the perspective of the increase in positions, there are 24 shares of * * * with a month-on-month increase of more than 1% this week. The biggest increase from the previous month was in CIMC. Northbound Capital recently held 4,87,2 shares, with the number of shares increased by 355.8% from the previous month. Followed by Suwen Electric Power, Zhijiang Biology and Lanwei Medicine, which increased by 242.16%, 222.68% and 213.6% respectively.

this week, a shares and h shares of cimc vehicles rose by 6.87% and 2.5% respectively. The company's performance improved in the third quarter, achieving a net profit of 295 million yuan in a single quarter, a year-on-year increase of more than 2 times. In the investor research activities, the company indicated that in the fourth quarter of 222, domestically, with the recovery of domestic infrastructure investment, the implementation of the policy of steady growth, and the phased reduction and exemption of toll for toll road trucks, the China special purpose vehicle market showed a warming trend. The company will seek opportunities and breakthroughs in subdivided product markets, continue to expand the joint development and marketing of new energy special vehicles with OEMs, seize the opportunity of new energy development, enhance market share and consolidate and expand the company's competitive advantage.

according to the statistics of databao, 8 shares were greatly reduced by Northbound Capital, and their shareholding decreased by more than 5% month-on-month. The shareholding of China Wuyi, Magic Pharmaceutical and Shunkong Development Northbound Capital decreased by 91.47%, 89.51% and 76.57% respectively.