The original title [Capital moving northward in a week] The peripheral market fluctuated greatly, and the capital moving northward quietly copied the A-share real estate leader; Clean energy is favored, and this stock rose 13.24% against the trend this week
Wen Maojun
Due to the Mid Autumn Festival holiday, the capital for the north has only two trading days this week. Affected by the sharp fluctuations in the peripheral markets during the holiday, the capital for the north also tends to be cautious. The net sales of the capital for the two trading days are 1.579 billion yuan in total. From the market perspective, Beishang Capital's reduction was mainly concentrated in Shanghai Stock Connect, with a net sales of 2.852 billion yuan, and Shenzhen Stock Connect received a net purchase of 1.273 billion yuan.
(Beishang Capital sold more than 100 million individual shares this week)
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Upper air outlet of clean energy station
In the context of carbon neutrality, clean energy is getting more and more attention from the market. This week, the capital went north without fear of external shocks, and invested heavily in power, photovoltaic, wind energy and other related stocks. Against the trend, it bought 2.067 billion yuan in the electrical equipment industry and 0.89 billion yuan in the power industry. With the arrival of the National Day consumption peak, liquor shares were sought after and received a net purchase of nearly 1.6 billion yuan. Real estate, machinery and equipment, national defense and military industry, household appliances and other industries also received a net purchase of more than 100 million yuan from Beijing this week.
Evergrande's debt crisis caused the market to worry about the credit business of the bank's real estate industry. As a result, the bank shares were sold significantly more than 3.4 billion yuan, making it the only industry that sold more than 3 billion yuan this week. With the control of the epidemic situation and the deepening of intensive procurement, the market has always been doubtful about the future growth of medical and biological industry. The funds from Beijing continued to sell more than 1 billion yuan of medical and biological industry this week. In addition, non bank finance, non-ferrous metals, food and beverage and other industries were also sold by more than 100 million yuan this week.
Solar power supply Almost all elements of clean energy, such as wind energy, photovoltaic, energy storage and hydrogen energy, have been collected, so they are warmly sought after by the market. This week, Beishang's capital net bought more than 1.1 billion yuan of Sungrow Power, and its total holdings of 130 million shares hit a new high in more than two months. Driven by refinancing, Sungrow Power rose 13.24% against the trend this week.
Huichuan Technology Similarly, with the concept of multiple renewable energy sources such as photovoltaic and energy storage, it has obtained 21 institutional surveys since September, which is the largest number of institutional surveys in September. Beishang Capital bought 630 million yuan this week, the second largest number of individual stocks this week. Goldwind Technology 、 Yangtze Power 、 Linyang Energy 、 Energy saving wind power This week also saw a net purchase of more than 100 million yuan of capital from Beijing.
GF believes that on the one hand, the high prosperity growth style has advantages in prosperity; on the other hand, due to its low sensitivity to the economy, the new energy industry chain is one of the few directions with high certainty of prosperity in both the medium and short term. Supported by supply and demand mismatch and price rising logic, the resources and materials in the middle and upper reaches of new energy have a high prosperity, Worthy of attention.
Real estate stocks at the bottom
With the deepening of real estate regulation and control, the real estate companies have been involved in frequent mine explosions since this year Chinese happiness To Taihe and then to Evergrande. Real estate stocks have also changed from the hot cakes that were previously contested by all parties to the hot potato that everyone avoided. Real estate stocks can be regarded as one of the most bearish sectors in recent years, leading stocks Vanke A This year, it has dropped by more than 40% since its peak, and Huaxia Happiness has plummeted by nearly 70%.
However, when Hong Kong property stocks further plummeted this week, Beishang Capital quietly copied A-share property leading stocks. Vanke A received a net purchase of 352 million yuan from Beishang Capital this week, adding more than 17.16 million shares; China Merchants Shekou Net purchase of RMB 170 million and additional 13.68 million shares; Suning Universal 、 Gemdale Group 、 Greenland Holdings This week, they also received a huge increase in the amount of capital going north.
China Merchants Securities He said that in the context of tighter credit and tighter policies, it is expected that the sales of real estate will still decline in the fourth quarter, but the short-term margin of liquidity at the macro level will maintain well or play a certain role in underpinning. Whether at present or in the next five years, endogenous ability, that is, management dividend, will be the core factor leading real estate stocks.
Real estate is a highly indebted and highly leveraged industry. Wind data shows that the debt ratio of real estate enterprises is generally more than 80%, and the debt scale of Evergrande, Country Garden, Vanke A and Greenland Holdings among listed real estate enterprises has exceeded trillion yuan. Under the continuous influence of regulatory policies, some real estate enterprises have liquidity problems, and debt defaults occur from time to time. Since this year, there have been 39 defaults on real estate enterprise bonds, with a total bond balance of 44.487 billion yuan. Although the absolute amount is not large, it is a huge psychological pressure on investors.
Therefore, the decline of real estate also extended to the banking industry. When Evergrande's share price fluctuated sharply this week, several listed banks disclosed credit business related to Evergrande, so the bank's equity opened sharply lower this week. China Merchants Bank Net sales of more than 1.8 billion yuan by capital from Beijing, Ping An Bank It was sold more than 1.4 billion yuan, Bank of Ningbo 、 Shanghai Pudong Development Bank 、 agricultural bank Etc. were also sold significantly.
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