Which industries are favored and which are coldly treated?
On the stage of the capital market, northbound funds play an important role. So, what's going on in the near future? Which industries are favored by it, and which are neglected? Let's find out.
According to statistics, on January 31, the single-day net ** of northbound funds reached an astonishing 370.2 billion yuan. Among them, the net ** of Shanghai-Hong Kong Stock Connect is 75.8 billion yuan, and 29 percent for Shenzhen-Hong Kong Stock Connect4.4 billion yuan. On this day, the total turnover of northbound funds reached 13849.7 billion yuan, accounting for 1827%。This represents an increase of 14 percent from the previous trading day73%, with a significant increase in trading activity.
Let's take a look at the position layout of northbound funds. The industries with the top market value of their holdings are food and beverage, electrical equipment, medicine and biology, banking and household appliances, and the market value of this large industry accounts for 48% of the market value of the entire northbound fund holdings17%。In the past 20 trading days, the market value of the national defense industry, comprehensive and computer industries has increased the most significantly, respectively. 02% and 651%。Conversely, the market value of holdings in the media, leisure services and non-ferrous metals sectors decreased by the magnitude of the following. 62% and 577%。
In terms of industry flow, the electrical equipment, pharmaceutical biology and electronics industries are the main targets of northbound funds, with a net amount of 133.4 billion yuan, 10200 million yuan and 10200 million yuan. Mining, banking and non-bank financial institutions were the main sellers, with net sales of 49.6 billion yuan, 45.7 billion and 45.6 billion yuan.
From the perspective of the first day, Aerospace Hongtu, Beijing-Shanghai high-speed railway and Shiji Information have the most consecutive net days, which are 15 days, 14 days and 11 days respectively. Proya, Ningke Biotech and New Schindler were the top net sellers in a row**, with 53 days, 31 days and 30 days, respectively.
Finally, from the perspective of the trading amount, CATL, Kweichow Moutai and Cialis are the main targets of northbound funds, with a net amount of 118.9 billion yuan, 28.8 billion and 25.9 billion yuan. WuXi AppTec, China Shenhua and Gree Electric were its main sellers, with net sales of 32.8 billion yuan, 23.9 billion and 19.3 billion yuan.
Northbound funds' investment strategy seems to be more inclined towards emerging industries and technology**. But that doesn't mean that traditional industries don't have investment value. When making decisions, investors should conduct comprehensive market analysis and judgment based on their own investment objectives and risk tolerance.