BEIXIANG Capital Bought 11.119 Billion Yuan Of Net This Week, And Vigorously Increased The Position Of Baima Shares, And Net Bought Gree Electric Appliance Co., Ltd. Of 4.785 Billion Yuan

This week (October 12 - October 16) the overall market showed a shock rebound trend, a shares opened high on Monday, closed higher, and contracted for 4 consecutive days from Tuesday to Friday, with a small shock. The Shanghai index rose 1.96%, the Shenzhen Composite Index rose 1.83%, and the gem index rose for three weeks, or 1.93%.

Hit a new 14 week high

The net purchase of northbound funds this week was 11.119 billion yuan

The total transaction volume of northbound capital this week was 406.834 billion yuan, with a net purchase of 11.119 billion yuan. Among them, the total net purchase of Shanghai Stock connect was 7.239 billion yuan, and that of Shenzhen Stock connect was 3.881 billion yuan.

Looking back this week, after a sharp net purchase of 11.267 billion yuan on October 9, northbound funds continued to increase positions, with a net purchase amount of 13.511 billion yuan on Monday. The Hong Kong Stock Exchange (HKEx) informed that due to the typhoon signal No.8 coming into effect, the northbound trading of Shanghai Shenzhen Hong Kong stock connect was suspended on Tuesday; the net outflow continued to be small from Wednesday to Friday, with the amount of RMB 1.555 billion, RMB 333 million and RMB 229 million respectively; the total net purchase of the whole week was RMB 11.119 billion.

Increase holdings in home appliance industry

Reduction of agriculture, animal husbandry, feed and fishery

From the net purchase amount, northbound funds increased 40 industries, including Leading household appliance industry In addition, the auto industry, chemical industry and electronic components sector are still "sought after" by northbound funds.

Northward funds reduced their holdings in 21 industries, including Farming, fishing and feeding The net sales amount reached 1.670 billion yuan, followed by the pharmaceutical manufacturing industry with a net sales of 899 million yuan.

In the past month, the amount of net reduction in liquor making industry was the highest, exceeding 5 billion yuan. And pharmaceutical manufacturing, automobile and other industries were net increased by more than 3 billion yuan.

Strengthen the position of Baima shares

Net purchase of Gree Electric appliances was 4.785 billion yuan

Net buying industry, northbound funds still favor white horse stocks. Gree Electric Appliances (000651. SZ) was net bought 4.785 billion yuan. On the news surface, Gree's huge Buyback program has been focused on. If the buyback plan is successfully implemented, Gree Electric may become the largest company in the history of A-share repurchase.

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The auto industry was net bought 2.491 billion yuan this week. Ningde times (300750. SZ) has been continuously purchased, with an accumulated net purchase amount of 2.292 billion yuan. Recently, the executive meeting of the State Council approved the new energy vehicle industry development plan. Institutions pointed out that under the market-oriented competition pattern, the requirements for technology, R & D and cost will continue to increase, and the advantages of leading enterprises will be enlarged. It is suggested that attention should be paid to the leading enterprises in the industry.

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Bank equity week continued to be active, and most of the bank equity week received additional positions of northbound funds, with a total net purchase of nearly 3 billion yuan, which was one of the industries with the largest net purchases this week. Among them, China Merchants Bank was net bought 1.274 billion yuan, and Ping An Bank, Everbright Bank, industrial bank and other bank shares also received a net purchase of more than 100 million yuan. Recently, the good news of bank dividend has continued. According to the latest data, the scale of new social financing and new credit are both higher than expected; the relevant person in charge of the central bank said that the macro leverage ratio should be allowed to rise periodically to expand credit support for the real economy.

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In addition, two liquor stocks are also worthy of attention. Guizhou Maotai (600519. SH) and Wuliangye (000858. SZ) ended the trend of continuous reduction, with net purchases of more than 1 billion yuan this week.

In terms of net sales industry, in the agriculture, animal husbandry, feed and fishery sector Muyuan shares (002714. SZ) The shares were reduced and the net sales were RMB 1.342 billion. Data show that the first three quarters of muyuan's performance is brilliant, but the stock price fell by more than 15% in September, which is closely related to the decline of pork price and the expected price trend. Data show that the price of livestock and meat fell by 0.8% month on month in September, of which pork price fell by 1.6%. The average wholesale price of domestic pork has fallen by more than 11%, reaching a new low in nearly four months.

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Northward funds continued to flee the pharmaceutical manufacturing industry, of which the net sales of XinHeCheng (002001. SZ), Watson biology and Changchun Gaoxin exceeded 500 million yuan.

In addition, net conch (SH) sold RMB 33.058 billion.

(statement: the contents of this article are for reference only and do not constitute investment suggestions. Investors operate on this basis at their own risk.)