purchased nearly 73 billion items in a single month!
Data shows that northbound funds achieved a net inflow of 71.799 billion yuan in the first half of the year. Among them, the total net inflow of northbound funds in June was 72.96 billion yuan, ranking third in the single-month net inflow since the opening of the interconnection mechanism.
Looking forward to the second half of the year, institutions generally believe that factors such as positive expectations and prominent long-term allocation value will continue to support the accelerated return of northbound funds.
At the same time, as my country is an important growth pole of the global economy, Chinese assets still have strong long-term allocation value, and the inflow of foreign capital into A shares is still in its early stages.
So, in June, which sectors or stocks have become the favorites of Beishang funds? In terms of the
sector, in the past month, a total of 29 industries have received funds from the north to increase their positions by more than 2 billion yuan. Among them, winemaking, photovoltaic equipment, food and beverages, banks, and the Internet service industry have increased their positions by more than 5 billion.
The brewing industry ranked first. In the past month, "smart funds" increased their positions by 16.616 billion yuan, significantly ahead of other sectors.
Regarding the later trend of liquor, the agency said: After continuous adjustments in the first half of the year, the valuation bubble and pessimism of the liquor sector may have been fully reflected in the stock price;
As economic activities begin to climb in the second half of the year, the catering industry The recovery of the chain is accelerating, driving the liquor industry to expect a change from cold to warm.
followed by photovoltaic equipment, food and beverage industry, banks, Internet services, and northbound capital increased their positions by 9.664 billion yuan, 8.406 billion yuan, 7.175 billion yuan, and 5.934 billion yuan respectively.
In addition, electronic components, power grid equipment, medical services, glass fiber, tourist hotels, agriculture, forestry, animal husbandry and fishery , etc., have all received varying degrees of increased positions from Beijing Capital.
In terms of individual stocks, in the past month, a total of 33 stocks have received funds from Beijing to increase their positions by more than 1 billion yuan. Among them, Kweichow Moutai , Yili Shares, Oriental Fortune , and China Duty Free have all received "smart funds" to raise funds. Over 3 billion.
Kweichow Moutai has become a favorite of "smart money". In the past month, funds from the north have increased their positions in Kweichow Moutai by 1.2863 million shares, with an increase of 12.863 billion yuan. It is also the only stock in which funds from the north have raised more than 10 billion.
As of the close of trading, Beishang Capital held 90.7301 million shares of Kweichow Moutai, accounting for 7.22% of the circulating A shares.
In terms of stock price, Kweichow Moutai rose strongly in June due to the continued increase in capital from the north. During the period, the stock price rose by 13.84% cumulatively, reaching the 2,000 yuan mark again.
Followed by Yili Shares and Oriental Fortune . In the past month, Beishang Capital increased its positions by 170 million shares and 228 million shares respectively, with the amount of increase being 6.36 billion yuan and 5.565 billion yuan respectively.
Currently, Beishang Capital holds 1.146 billion shares of Yili, accounting for 18.25% of the outstanding shares, and its shareholding ratio has reached a new high;
In terms of stock price, Yili shares maintained a volatile consolidation trend in the first half of the year, during which the stock price fell slightly by 5.09%. But looking over a long period of time, Yili shares have quietly emerged from a long bull market;
Yili shares have risen from around 5 yuan in 2014 to a high of 50.07 yuan/share. Calculated based on the latest closing price of 38.44 yuan/share, the cumulative stock price during the period With an increase of over 600%, it can be called a model of value investing.
In addition, Beishang Capital currently holds 1.087 billion shares of Oriental Fortune, accounting for 9.81% of the outstanding shares. Since the low in March, Oriental Fortune has rebounded by nearly 30%.
The obvious capital inclination towards the north is China Duty Free, Tongwei Co., Ltd. , Inovance Technology , Oriental Yuhong , WuXi AppTec , Enjie Co., Ltd. , China Merchants Bank , China Ping An , the amount of increased positions exceeded 2 billion yuan.
In the past month, funds from the north have increased their positions in stocks worth over 2 billion!
Kweichow Moutai: In the past month, capital from the north has increased its position by 12.863 billion yuan;
one of the two leading high-end liquor brands in the country (first in the industry), representative of Maotai-flavor liquor ; the company's main business is Moutai and series of liquors Production and sales, the alcohol business revenue in 2021 was 106.059 billion yuan, accounting for 99.88% of the revenue.
Yili shares: In the past month, funds from the north have increased their positions by a total of 6.36 billion yuan;
is the largest dairy company in China, ranking first in sales. The company is mainly engaged in the processing, manufacturing and sales of various dairy products and health drinks. The company's main products There are liquid milk, cold drink series, milk powder and dairy products, etc.
Oriental Fortune: In the past month, funds from the north have increased their positions by a total of 5.565 billion yuan;
A-level securities firm, its subsidiary Oriental Fortune Securities is one of the leading Internet securities companies. The company's main business is securities business, financial e-commerce business, etc.
China China Duty Free: In the past month, capital from the north has increased its position by 3.134 billion yuan;
The world's fourth largest duty-free business operator, my country's leading duty-free shop enterprise, the company owns the world's largest duty-free commercial complex and the franchised day Go to duty-free shops , Sanya duty-free shop , and establish the only duty-free logistics and distribution system in the country.
Tongwei Shares: In the past month, funds from the north have increased their positions by a total of 2.997 billion yuan;
The world's leading high-purity crystalline silicon enterprise and the world's leading crystalline silicon battery manufacturer. The company is mainly engaged in the research and development, production and sales of aquatic feed, livestock and poultry feed, etc. R&D, production and sales of high-purity crystalline silicon, solar cells and other products.
Huichuan Technology: In the past month, capital from the north has increased by 2.856 billion yuan;
is a leading enterprise in industrial automation products. The company is a high-tech enterprise specializing in the research and development, production and sales of industrial automation control products. Its main products include inverters, rare earths Permanent magnet synchronous motor, electric vehicle motor controller, photovoltaic inverter , etc.
Dongfang Yuhong: In the past month, funds from the north have increased their positions by 2.639 billion yuan;
is the leader in domestic waterproof materials. The company's main business is the research and development, production, sales and waterproof engineering construction of new building waterproof materials, waterproof coatings and waterproof material production capacity nationwide layout.
WuXi AppTec: In the past month, capital from the north has increased its position by 2.43 billion yuan;
is the leading integrated CXO in China and one of the few comprehensive end-to-end new drug R&D service platforms, with service capabilities covering the entire drug discovery, development and production value chain. .
Enjie Shares: In the past month, funds from the north have increased their positions by a total of 2.411 billion yuan;
is the global leader in lithium battery wet separators. The company has long been committed to the research and development of lithium battery separators products, with a domestic market share of nearly 50% and a production capacity of 5 billion square meters, the company has now entered the supply chain system of most mainstream lithium battery manufacturers in the world.
China Merchants Bank: In the past month, funds from the north have increased their positions by a total of 2.192 billion yuan;
China Merchants Bank is a leading retail bank and has a significantly higher number of retail customers than other joint-stock commercial banks. is mainly engaged in banking business and its distribution network is mainly distributed in Yangtze River Delta , Pearl River Delta, Bohai Rim and other relatively economically developed regions.
Ping An of China: In the past month, funds from the north have increased their positions by a total of 2.104 billion yuan;
is the leader in the domestic insurance industry; the company operates life and health insurance businesses through Ping An Life Insurance , Ping An Pension Insurance and Ping An Health Insurance, and through Ping An Property & Casualty Insurance For the property insurance business, the original insurance premium income in 2021 was 760.333 billion yuan, and the largest business module - life insurance and health insurance operating income was 661.974 billion yuan.
Note: The above-mentioned companies are compiled and summarized based on public information such as performance reports. They are only used for sharing and communication and learning, and are not used as a basis for trading;
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