Finance Associated Press, February 24 (edited by Lichen).Wind data shows that northbound funds sold a small net of less than 100 million yuan throughout the day on Friday. This week's cumulative net ** is nearly 10.7 billion yuan,This month's total net **3186.5 billion yuan。In addition, northbound funds have been net for 4 consecutive weeks, completely reversing the trend of continuous net selling since the second half of last yearThe cumulative increase in positions for four consecutive weeks is nearly 49 billion yuan
Choice data shows thatOn February 24 (Friday), northbound funds were net ** Ping An of China 43.9 billion yuan, ranking first on the list, Oriental Wealth, which also belongs to the non-bank financial industry, and CITIC **net** amounted to 17.1 billion yuan, 14.4 billion yuan.
Net foreign capital exceeds 100 million yuanIt is more concentrated in the banking industry。Specifically, Industrial and Commercial Bank of China, Agricultural Bank of China, China Merchants Bank, Ping An Bank, China Construction Bank, Industrial Bank, and Bank of Chengdu were 39.2 billion yuan, 22.1 billion yuan, 19.8 billion yuan, 15.9 billion yuan, 13.3 billion yuan, 12.3 billion yuan and 10.7 billion yuan.
Foreign investors sell on one side, Luzhou Laojiao net sold 20.9 billion yuan, Hongbo shares, Focus Media, Changan Automobile, Tigermed, Hengwei Technology, BYD, Industrial Fortune Union, Cialis, Desay SV, Huaying Technology and Zijin Mining all sold more than 100 million yuan.
Judging by the weekly performance (February 19-23),The cumulative weekly net purchase amount of northbound funds exceeds 300 million yuan** See the table below。Among them, Kweichow Moutai net ** amount was 369.5 billion yuan, which can be described as "one ride in the dust"; CATL, Ping An of China, and China Merchants Bank all exceeded 1 billion yuan. In addition,It is also in the banking fieldThe Industrial Bank, Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of Jiangsu, Bank of Communications, Ping An Bank, Postal Savings Bank, and China Construction Bank were 98.6 billion yuan, 98.5 billion yuan, 88.9 billion yuan, 61.5 billion yuan, 58.2 billion yuan, 51.6 billion yuan, 44.8 billion and 35.4 billion yuan.
Oriental ** thinks,In 2024, the fundamentals of bank operations are expected to bottomPay attention to the strength of the disposal and liquidation of the banking industry after the risk confirmation, the inflection point of the new loan interest rate, and the bottoming of the bank interest rate spread after the debt cost of all sectors of the society is reduced, the current monetary and credit environment is friendly, and the financial department is also expected to move forward to stabilize economic expectations, and continue to be optimistic about the performance of bank stocks.
Selling,This week, the net sale of northbound funds exceeded 300 million yuan** as shown in the table below。Specifically, WuXi AppTec's net selling volume was 9700 million yuan. Focus Media, Sichuan Changhong, People's Daily Online, GigaDevice, Sanhua Intelligent Control, Guanghong Technology and Zhongbei Communications all sold more than 300 million yuan.
Finance Associated Press, Lichen).