**: Company E.
With the recovery of the market, the northbound funds have further increased their efforts to increase their holdings of A-shares, with a net increase of more than 23.5 billion yuan this week, increasing their positions for the fifth consecutive week, and the net ** amount has hit a new high in more than half a year. The cumulative net ** returned to more than 1.8 trillion yuan after a lapse of 4 months. Trading activity also rose sharply, with a total of more than 770.1 billion yuan traded throughout the week, a two-and-a-half-year high since September 2021.
In terms of industry, most of the first-class industries of Shenwan have received northbound funds this week, of which the electronics industry is outstanding, with a net increase of more than 4.2 billion yuan, and the four industries of automobiles, medicine and biology, food and beverage, and non-ferrous metals have received a net of more than 2 billion yuan. Only the transportation and light manufacturing industries were slightly net sold.
This week, there are more net northbound funds.
The reason why the electronics industry is favored by northbound funds may be closely related to the strong recovery of the industry. Under the wave of artificial intelligence, institutions have extremely high expectations for the consumer electronics market in 2024. Gartner**, global shipments of personal computers (PCs) with built-in generative AI and smartphones with built-in generative AI will soar to 2. by the end of 2024, up from 29 million in 20239.5 billion units, an increase of more than 10 times.
Since the second half of last year, driven by the continuous increase in demand, memory chips have continued to stop. According to market disclosure, the NAND index for the week was 173%, DRAM index **297%, of which the DRAM index has a trend of accelerating** in the past month.
According to the performance reports of companies on the Science and Technology Innovation Board that have been disclosed, many electronics companies will achieve good revenue growth in 2023 and are optimistic about the first quarter and full year of 2024.
Jingchen expects that the company's operating performance in the first quarter of 2024 and the full year of 2024 is expected to further increase year-on-year; Wright Optoelectronics expects revenue to increase by 60% quarter-on-quarter in the first quarter06%—100.01%, net profit increased by 66 year-on-year29%—105.83%；Jinghe Integration expects to achieve revenue of 20700 million yuan to 2.3 billion yuan, the comprehensive gross profit margin was 22% to 29%, and the revenue and gross profit margin were significantly boosted year-on-year.
North Huachuang, which has a market value of more than 150 billion yuan, received a net of 8 yuan of northbound funds this week1.1 billion yuan, 2.99 million shares were added, and the total position reached 28.3 million shares, a new high in two or two years, and the value of holding ** also returned to more than 8 billion yuan after two and a half years.
More than 10 shares, including China Micro Corporation, BOE A, Industrial Fortune Union, and Shengyi Technology, also received a net of more than 100 million yuan. This week, the northbound capital also increased the holdings of Wanrun Technology, Longsys, Dagang Shares, and Puran Shares by more than 200% compared with the end of last week, and the holdings of Guanghong Technology, Jingyan Technology, and Suda Vig also increased by more than 50%.
Guotai Junan said that computing power and storage are the core of the hardware development of the AI industry, and the independent and controllable industrial chain still requires the coordinated development of upstream semiconductor wafer manufacturing, equipment, materials and other links. The independent and controllable industrial chain still needs to be strengthened, and the computing power and storage sectors continue to be recommended.
Automobile is also a key industry for northbound funds.
On March 1, it was time for major car companies to post their report cards. After Friday**, Cialis announced its February production and sales report, with sales of 30,257 new energy vehicles in February 2024, a year-on-year increase of 36004%。Among them, the sales volume of Cialis cars was 28,062, a year-on-year increase of 70063%。
VOYAH sold 3,182 vehicles in February, a year-on-year increase of 187%; Li Auto delivered 2030,000 units, a year-on-year increase of 218%；AITO Wenjie delivered 21,142 new cars in February; Wuling Starlight sold 11,964 units in February.
The strong growth of Cialis has attracted funds from all walks of life, and the stock price has risen 174%, approaching an all-time high. Northbound funds are increasing their positions in Cialis every trading day this week, with a total net of **95.8 billion yuan, an increase of 11.14 million shares, and the total shareholding reached more than 34.7 million shares, the second highest in history, and the value of the holding reached nearly 3.2 billion yuan, a record high. Financiers also significantly net more than 600 million yuan this week, increasing their positions for the third consecutive week.
Fuyao Glass, Weichai Power, SAIC, BYD, etc. also received more than 100 million yuan of net funds from the north this week, and the holdings of Feilong shares and Zhongtong Bus increased by more than 1 times compared with the end of last week.
Guoyuan believes that the fourth meeting of the Financial and Economic Committee emphasized the implementation of large-scale equipment renewal and trade-in of consumer goods. As an important part of consumer goods, automobiles have played an important role in previous trade-in policies. Automobile trade-in is a consumption upgrade, and the trade-in products are concentrated in new energy and mid-to-high-end models, which is expected to achieve both volume and profit under the policy stimulus.
Editor-in-charge: Liu Junyu.
Proofreading: Liao Shengchao.
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