The northward capital counter trend position increase path is exposed, and the list of large increase positions is coming

News from the Associated Press on May 25 (Editor Li Chen) Wind data display, Beixiang Capital sold 4.039 billion yuan on Friday 。 This week, northbound funds showed a net inflow trend, amounting to 835 million yuan. So far, Northbound capital has been flowing into A-share for 5 consecutive weeks 。 In addition, the A-share market continued to adjust on Friday, and the Shanghai Index fell below the 3100 point mark, down 0.88% to 3088.87 by the end of the day; Both the Shenzhen Composite Index and the GEM Index fell by more than 1%, 1.23% and 1.81% respectively.

The Choice data updated today shows that on Friday (May 24), There are 11 A-shares with a net purchase amount of more than 100 million yuan from the north, which are more concentrated in the electronics and public utilities industries 。 Specifically, the net purchases of Lixun Precision, Industrial Fulian, Zhaoyi Innovation and Lanqi Technology from the electronic industry were RMB 445 million, RMB 356 million, RMB 125 million and RMB 100 million respectively. The net purchases of Yangtze Power, Huaneng International and Shanghai Power from the public utilities sector were 154 million yuan, 121 million yuan and 105 million yuan respectively. On the selling side of foreign capital, Guizhou Moutai sold 547 million yuan, and Haitian Flavor, Wuliangye and BYD sold more than 300 million yuan.

Then we can extend the time range to Thursday and Friday The total net sales of northbound funds was 7.305 billion yuan. Among them, The net purchase amount of 8 A-shares from the north exceeded 200 million yuan 。 Here, Changjiang Power received a net purchase of 698 million yuan, ranking first, and Lucent Precision added 452 million yuan The net purchase amount of Lanqi Technology, which belongs to the electronic field, was 249 million yuan. In addition, Bank of Ningbo, Tongwei, Chinalco, Ping An and Dongfang Yuhong all increased their positions by more than 200 million yuan. Foreign capital selling side The net sales of Weichai Power, BYD and Star Semiconductors exceeded 200 million yuan.

From the weekly performance (May 20 to May 24), See the table below for individual stocks with weekly net purchases of northbound funds exceeding 300 million yuan 。 Specifically, the net purchase amount of Ningde Times and Changjiang Power was 1.554 billion yuan and 1.376 billion yuan. Bank of Ningbo, Lixun Precision, Chinalco, China Ping An and Luoyang Molybdenum all added more than 500 million yuan.

In terms of sales, This week, 12 individual stocks with a net sale of more than 300 million yuan to capital from the North (see the table below) 。 The net sales of Guodian NARI, Hengrui Pharmaceutical and Weichai Power were 918 million yuan, 736 million yuan and 711 million yuan respectively, and the net sales of Weier Shares and BYD exceeded 500 million yuan.

Flush iFinD data display, In terms of industry sector, the overall net inflow of utilities, banks and power equipment exceeded 1 billion yuan this week , 3.564 billion yuan, 1.825 billion yuan and 1.217 billion yuan respectively. In addition, the overall net sales of medicine and biology, transportation equipment, media and food and beverage exceeded 1 billion yuan.

By market segment The net purchases of Shanghai Main Board and GEM this week were 4.963 billion yuan and 106 million yuan respectively, and the reduction of Shenzhen Main Board positions was 5.07 billion yuan. Market value distribution The additional positions of the underlying stocks of the CSI 100 Index were 3.928 billion yuan, and the reduced positions of the underlying stocks of the CSI 200 Index, the CSI 500 Index and the CSI 1000 Index were 72 million yuan, 5004 million yuan and 876 million yuan, respectively.