Data shows that this week, Northbound funds sold a total of 6.088 billion yuan in net sales.

Among them, net buying was 3.971 billion yuan on Tuesday, the only single-day net buying this week; net selling was 4.512 billion yuan on Friday, the largest single-day net selling this week.

Judging from the increase in positions in the industry, the logistics industry has been bought the most by funds from Beijing in the past five trading days, reaching 1.702 billion yuan.

In addition, photovoltaic equipment and insurance ranked second and third in the net purchases of northbound funds this week.

In the news, Guangdong has introduced 16 measures to help transportation and logistics companies solve problems.

In the first seven months of this year, a total of 1,864 small and medium-sized enterprises in the transportation field implemented deferred principal and interest payments worth 3.43 billion yuan.

Open a green approval channel to provide enterprises with flexible and convenient services and facilitate financing.

For example, Postal Savings Bank Guangdong Branch has issued online loans of 339 million yuan to logistics companies through mobile banking channels.

Logistics leader SF Holding took over the largest shareholding in the Beijing, Shanghai and Guangzhou capital sector this week.

A research report from an organization shows that the gross profit margin of the company's main logistics and freight forwarding business has been significantly improved, mainly due to accurate business forecasts and reasonable planning of off-peak resources; the product structure has been optimized, and the business volume of low-margin products has been reduced; and the deployment of branch line drivers has been optimized.

mode, improve efficiency, save unit costs, and at the same time utilize branch line backup resources to help Wangfeng Express transport bulk cargo and increase branch line loading rate.

However, the photovoltaic sector, which has the second largest capital increase in the north, encountered Waterloo this week.

After the entire industry plummeted, the total market value evaporated by more than 350 billion yuan last month.

In terms of news, the photovoltaic sector was affected by external market news this week, and investor sentiment was disturbed.

However, brokerages still do not change their optimistic expectations for the photovoltaic industry.

Soochow Securities believes that silicon material prices are expected to begin to decline at the end of September and early October, and price cuts will stimulate an explosion of domestic ground demand.

It is estimated that global photovoltaic installed capacity will be 240-250GW in 2023, an increase of 40%, of which domestic demand will be 90GW, an increase of about 64%, and overseas demand will be 150-160GW, an increase of 30%.

Among them, due to global energy shortages, soaring overseas electricity prices and strong demand for photovoltaics and energy storage, inverters are expected to bring explosive growth in demand and improvement in profit structure; among the top ten net stocks bought by Beijing Capital this week, Ping An of China,

Shaanxi Coal Mining, Gree Electric Appliances, Mindray Medical, and SF Holding ranked high; the top net sales amounts were China Merchants Bank, Times Anpu, BOE A, WuXi AppTec, and Oriental Fortune.

It is worth noting that this week, Contemporary Ampere Technology Co., Ltd. was sold by Beishang funds for a net amount of 1.302 billion yuan. Beishang funds chased the rise and fell less, and their style was more inclined to buy low and sell high.

This week, Contemporary Ampere Technology Co., Ltd. fell more than 9% and was sold by Beishang funds.

Why did it fall?

From a sector perspective, the new energy vehicle sector fell by more than 6% this week.

According to the news, the Ministry of Industry and Information Technology recently stated that new energy vehicles have become a popular industry, attracting a large amount of technology and capital to gather in this industry.

In addition, some local governments also have the desire to transform and upgrade.

Under the combined effect of various factors, blind investment and redundant construction do exist in some provinces, cities and localities.

On the one hand, the resources of the industry have not been optimized; on the other hand, the benefits in the industry chain have not been equally shared.

Some insiders said, "The contradictions in the development process of the new energy industry chain are quite prominent. The high growth of terminal demand has led to the upstream links making money. OEMs that directly face customers are operating at a loss. If they cannot make money, they naturally have no confidence. Investment

It is easy to be timid about new technologies and new products. According to the latest news, the price of lithium carbonate batteries is still hot, returning to 500,000/ton after 5 months. However, some people in the industry believe that new energy vehicle companies will also face more intense competition in the future.

Competition. With the ban on the sale of fuel vehicles in Europe in 2035 and China's proposal that the proportion of non-fossil energy consumption will exceed 80% in 2060, the transformation of the global traditional automobile industry is imperative.

When powerful brands transition to new energy vehicles, the advantages of existing domestic new energy vehicle companies will not be that great. In addition, Dongfang Fortune, a leading Internet brokerage with a market value of 260 billion yuan, fell more than 10% this Friday and was netted by Beijing Capital.

Selling 448 million yuan, it also suffered from "chasing the rise and killing the fall". Some people in the market believe that the recent plunge in brokerage stocks is caused by various factors. On the one hand, for securities and fund companies, both upstream and downstream fee reductions.

, the overall impact is not large; on the other hand, the recent fund-raising and share allocation by some brokerages has also led to poor speculation in the entire sector. This article comes from Zhao Liang, a financial association. Related questions and answers: What are the leading stocks of photovoltaic stocks in 2023?

: Sungrow (300274), Tongwei (600438), Tongwei (600438). Related concept stocks include: Shenzhen Energy, Dongxu Blue Sky, Fangda Group, Shenzhen SEG, China Great Wall, Sichuan Power: Leader.

Stocks refer to stocks that have influence and appeal on other stocks in the same industry sector during the stock market speculation during a certain period. Its rise and fall often play a guiding and demonstrative role in the rise and fall of other stocks in the same industry sector.

It is not static, and its position can only be maintained for a period of time. The basis for becoming a leading stock is that any information related to a certain stock will be immediately reflected in the stock price.