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Last week, due to Federal Reserve hikes rate , the global market plummeted, and Dow Jones Index fell below 30,000 points, hitting a new low in more than one and a half years.
Recently, A shares have clearly emerged from the independent market and become the best safe haven for funds. Northbound funds once again bought more than 17.4 billion yuan, increasing their positions for the third consecutive week, of which Shanghai Stock Connect has bought 12.4 billion yuan in net purchases and Shenzhen Stock Connect has bought 5 billion yuan in net purchases.
The banking industry received a net purchase of 2.58 billion yuan of northbound funds last week, becoming the industry with the most increased positions; last week, the northbound funds also net purchases of 2.151 billion yuan of the food and beverage industry, while the five industries including pharmaceutical, biological, mining, and media received a net purchase of more than 1 billion yuan. Chemical, , non-ferrous metals, , and Utilities, were net sold for more than 1 billion yuan last week. In addition, the non-bank financial industry, which was very popular last week, was reduced by 610 million yuan by northbound funds at highs.
Northbound funds net purchases over 100 million stocks last week
significantly increased their holdings in dairy leaders
Northbound funds on significantly increased their holdings in dairy leaders Yili shares with a net purchase of 2.262 billion yuan, the only stock with net purchases last week that exceeded 2 billion yuan. Recently, northbound funds have increased their holdings in Yili shares for 10 consecutive days, and their holdings have hit record highs, and their holdings have also hit a record high of 42.5 billion yuan.
2021 Yili Group's revenue reached 110.6 billion yuan, becoming the first Asian dairy company to have revenue exceeding 100 billion yuan, and therefore has attracted the attention of many institutions. Wind data statistics show that 44 institutions have recently given Yili shares buy rating , and unanimously predicted that Yili shares' net profit growth this year and next year will be 23.66% and 18.19%.
Among them, UBS Securities gave Yili shares the highest target price of 56 yuan, which is 38.29 yuan from the closing price last Friday, with a potential space of more than 46%. In addition, powerful institutions such as Nomura Oriental International, CITIC Securities , Shenwan Hongyuan , GF Securities also gave Yili shares a target price of more than 50 yuan.
increased its position. This chemical stock has a nearly 50 times
Chemical industry was the industry with the largest net selling of northbound funds last week, but Yuntianhua was against the trend and became the stock with the largest increase in northbound funds last week. Last week, northbound funds spent 320 million yuan to increase their holdings in Yuntianhua by 9.94 million shares. 's holdings in soared from only 200,000 shares last weekend to 10.14 million shares, with an increase of nearly 50 times.
Yuntianhua is a giant in the agrochemical industry and has transformed into the new energy industry in recent years. Yuntianhua plans to build a 500,000-ton/year iron phosphate battery new material precursor and supporting project with a total investment of 7.286 billion yuan at the end of last year. The first phase of the 100,000-ton/year iron phosphate project will be completed by the end of June this year and will be officially put into production by the end of August.
Northbound funds increased their holdings of Goodway 1.39 million shares last week, accounting for 52.42% of the circulating share capital of , and spent another 366 million yuan this week, increasing their holdings by more than 1.17 million shares, accounting for 2.02% of the circulating share capital. The circulating of Goodway 4 has only 57.39 million shares. A typical micro-cap stock, with the continuous buying of huge funds, Goodway's stock price has been rising recently, and has risen by more than 110% since its April low.
Recently, Hefei Zhongheng Micro Semiconductor underwent industrial and commercial changes, with a new shareholder, Gudewei, with a shareholding ratio of 2.86%. Zhongheng Micro Semiconductor is a high-tech enterprise specializing in the research and development, design, manufacturing and system application of power semiconductor modules. Its products are mainly used in new energy vehicles, motor drives, photovoltaics and inverters and other industries. Goodway has strategically invested in Zhongheng Micro Semiconductor and has successfully extended its layout from an inverter manufacturer to power semiconductors.
Goodway will implement the 12 yuan equity distribution plan for 10 to 4 shares in 2021. The equity registration date is June 20, the ex-rights (interest) date is June 21, and the listing date of the newly added unrestricted circulating shares is June 22.
In addition, more than 90 shares including TB Electrician , Changan Automobile , China Shenhua also received net purchases of over 100 million yuan last week; Tianqi Lithium , Lianhong Xinke, Boteng Co., Ltd. and more than 60 shares, and the holdings of northbound funds increased by more than 100% last week. CATL was sold for a net sale of more than 3.6 billion yuan, BYD was sold for more than 1 billion yuan, Ganfeng Lithium , Salt Lake Shares , Sungrow Power , etc. were sold for more than 100 million yuan.
Source: e Company (ID: lianhuacaijing)
Editor: Ye Shuyun
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