(This week, Northbound Capital bought over 100 million shares)
Increase the shareholding of "Zu Mao"
The food and beverage industry received a net purchase of nearly 5.9 billion yuan from the north this week, ranking first in the net purchase of the industry; The net purchase of chemical industry exceeded 4.4 billion yuan, the net purchase of electrical equipment industry exceeded 3 billion yuan, the net purchase of computers exceeded 2 billion yuan, and the net purchase of six industries, including non-bank finance and automobile, exceeded 654.38 billion yuan.
This week, the real estate industry sold 459 million yuan against the trend, which is the industry with the largest capital reduction in the north this week, while the building decoration and building materials industries closely related to real estate also sold 456 million yuan and 394 million yuan respectively, followed by it.
This week, Northbound Capital increased its shareholding in Zu Mao, and the net purchases of Wuliangye and Kweichow Moutai were in the top two, which were 65.438+43.5 billion yuan and 65.438+0.36538+0.8 billion yuan respectively. China Merchants Bank and Oriental Fortune also received a net purchase of more than 654.38 billion yuan, while more than 100 stocks such as China Zhong Mian, LU ZHOU LAO JIAO CO.,LTD Co., Ltd., Contemporary Ampere Technology Co., Ltd. and Salt Lake Co., Ltd. received a northward capital increase of more than 1 00 yuan.
Kodak manufacturing originally belonged to the research, development, production and sales of traditional building ceramics technology and equipment, but in recent years it has frequently crossed the new energy industry. This week, Kodak Manufacturing and Zhuhai Hengqin 32 1 invested in a joint venture to establish Kodak New Energy Company, which specializes in new energy prime mover equipment.
In addition, before the announcement of Kodak Manufacturing, the China Securities Regulatory Commission reviewed the application materials submitted by the company for issuing depositary receipts and listing on the Swiss Stock Exchange, and decided to accept the application for administrative license.
This week, Beixiang Capital invested 348 million yuan to increase its shareholding in Keda by 22.88 million shares, accounting for 1.45% of the tradable share capital, which is the highest proportion of shares increased this week. The number of positions soared from 27.46 million shares last weekend to 50.34 million shares, an increase of 83%, also in the forefront. The total number of shares held and the market value of positions reached record highs.
Northbound Capital also bought shares of Guanglianda, Dongfang Bio, Tianhua Chaojing and Guanghui Energy 1% this week. Conch, BYD, Gree Electric and so on. Sales exceeded 100 million.
Bottom-hunting medical and biological stocks
From a monthly point of view, the chemical industry is still the key industry to increase capital positions in the north, with a total net purchase of 8.6 billion yuan in May, ranking first; The net purchase of banking exceeded 6.8 billion yuan, the net purchase of mining, public utilities and transportation exceeded 3 billion yuan, and the net purchase of electrical equipment, food and beverage and machinery and equipment exceeded 654.38 billion yuan.
Real estate is still the focus of capital reduction in the north in May, with net sales exceeding 2.9 billion yuan in the whole month, ranking first in net sales; Non-ferrous metals sold more than 2.7 billion, machinery and equipment, steel and other industries bought more than 654.38+billion, and medicine, biology, media, agriculture, forestry, animal husbandry and fishery, national defense and military industries sold more than 1 billion.
With the improvement of the epidemic situation in COVID-19, the market has doubts about the future performance of concept stocks such as COVID-19 Testing, and related stocks are also in a continuous downturn. However, the recent outbreaks of monkeypox virus and unexplained acute hepatitis in children around the world have once again ignited the enthusiasm of the market to chase related companies.
Dongfang Bio is a major listed company providing testing agents in COVID-19, and its share price has been falling sharply since April, even hitting a new low during the market rebound. However, a few days ago, Oriental Bio announced that the company's detection reagents such as monkeypox virus nucleic acid and antigen have obtained EU CE certification. And on the investor interaction platform, he said that he is developing and promoting a rapid screening and testing program for children with unexplained acute hepatitis.
In May, Northbound invested 494 million yuan to copy Oriental Bio, increasing its holdings by 2.76 million shares, accounting for 4.47% of the outstanding shares, which was the highest proportion of the total shares held in May. Positions hit record highs, and the stock market value also exceeded 654.38+0 billion yuan for the first time. Haier biology, junshi biology, etc. May also received a large increase in capital from the north.
In addition, Northern Capital also increased its circulating share capital of CNOOC by 3.45% in May, while China Mining Resources, Kaiying Network and Shuanghuan Transmission were increased by 2%, and more than 30 shares of Time Electric, Lear Chemical and Emma Technology were increased by 1%.