Kitakami funds bought more than 60 billion in a single day: 50 billion A shares have been bought since June?
Original title: Kitakami Capital has made another effort to buy more than 60 billion in a single day, and has already bought 50 billion in June!
A shares change soon?
On July 19, the three major A-share stock indexes rebounded across the board, and the Shanghai Composite Index rose by zero.
79%, Shenzhen Component Index rose 0.
81%, GEM Index rose 1.
With the overall recovery of A-shares, the pace of Northbound capital purchases has accelerated significantly.
Data show that on the 19th, Northbound funds bought a total of 61 A shares.
900 million yuan, of which the Shanghai Stock Connect net purchase 42.
8.8 billion yuan, Shenzhen Stock Connect net purchase of 19.
Including July 19, in the last 7 trading days, Northbound funds had a net buying status for 6 trading days, and the total net buying amount on the 7th reached 132.
4.9 billion yuan.
In the context of the recent A-shares sideways shock, the move was seen as a very positive sign.
In fact, after violent selling in April and May this year, Northbound funds have begun to reverse the pace since June this year and repurchase A shares.
According to Wind statistics, in June this year, Northbound funds bought 426 A shares.
03 trillion, the monthly net purchase amount ranked fifth in history.
Since July, Northbound funds have been bought and sold in a more balanced manner, showing a weak net buying status.
The 21st Century Business Herald reporter found that since June, the net purchase amount of northbound funds has reached 50 billion yuan, which changed the “short” model in April and May.
From the “sell-to-sell” in April and May to the continuous buying since June, the turn of funds to the north is worth paying attention to.
In the 7 trading days since July 11, Kitakami Capital’s bottom-sweeping rally resumed, and there was a net buying trend in 6 trading days for Kitakami Capital.
Specifically, from July 11th to 19th, the net purchase amount of Kitakami funds was: 24.
3.6 billion, 14.
5.9 billion, -14.
4.1 billion, 10.
09 billion, 17.
5.1 billion yuan, 18.
4.5 billion, 61.
900 million yuan, the total net purchase amount is 132.
4.9 billion yuan.
Among them, the net purchase amount of Shanghai Stock Connect was 80.
6.1 billion, Shenzhen Stock Connect was 51.
8.8 billion yuan.
Between July 11 and 18, the Shanghai Composite Index fell by 3.
65%; Shenzhen Component Index fell 3.
06%; GEM Index rose 0.
On the whole, during this period, A shares showed a trend of consolidating, market risk appetite was replaced, and trading volume was also at a low level.The Northbound Fund ignored the adjustment of the index, moved steadily forward, and repeatedly accelerated purchases in the late hours. This is an important signal worthy of attention from many market participants.
Overweight white horse stocks sell “explosive thunder” stocks So, what kind of stock has Beijing Capital recently grabbed?
The reporter found that according to Wind data processing statistics, the top ten stocks with the largest stock market value growth since June in Shanghai Stock Connect funds were Guizhou Maotai, Ping An of China, Conch Cement, China National Travel Service, Yili Stock, Sany Heavy Industry, Haier ZhiHome, China Pacific Insurance, Poly Real Estate, China Merchants Bank, the average stock market growth of these stocks held by the Shanghai Stock Connect Fund is more than 11 times.
Among them, the Shanghai Stock Connect Fund held Guizhou Moutai’s city ranking 918 at the end of May.
2 billion, increased to 996 as of July 18.
2.4 billion, the stock market value increased by 78.
Its corresponding Shanghai Stock Connect fund holdings increased by 199.
From the perspective of changes in the number of shares held, Hebang Biotechnology, China Everbright Bank, China Construction, Bank of Beijing, Zijin Mining and other stocks have gained the most from Shanghai Stock Connect funds in 6 months.
Among them, the number of Shanghai Stock Connect shares held by the first three companies on July 18 has increased by more than 100 million shares from the end of May, and Hebang Biological has increased its shareholding by up to 1.
4.3 billion shares.
It is worth mentioning that, on the other side of the Shanghai Stock Connect Fund’s increase in holdings, too many targets have been sold off by the Shanghai Stock Connect Fund.
Specifically, since June, there have been 24 stocks with a decrease in the number of shares held by the Shanghai Stock Connect by more than 10 million shares, including Xincheng Holdings, ST Kangmei (right protection) and other explosive targets.
From the perspective of the changes in Shenzhen Stock Connect Fund holdings, the top ten stocks with the largest increase in the number of Shenzhen Stock Connect Fund holdings since June are: BOE A, Ping An Bank, Weichai Power, Xugong Machinery, Zoomlion, Vanke A, Aier Ophthalmology, Oriental Fortune, Huatest, Midea Group, of which BOE A’s Shenzhen Stock Connect funds held shares increased by 1.
9.4 billion shares.
In addition, the top ten stocks with the largest increase in the value of Shenzhen Stock Connect’s holdings in the past six months are Wuliangye, Midea Group, Vanke, Ping An Bank, Yanghe Stock, Gree Electric, Tiger Pharmaceuticals, Luzhou Laojiao, Weichai Power,Mindray Medical, the average stock market growth of these stocks of Shenzhen Stock Connect funds is more than 1.1 billion US dollars.
Among them, the market value of Wuliangye’s Shenzhen Stock Connect Fund holding increased by 57.
Similarly, the Shenzhen Stock Connect Fund also supplemented and reduced the holdings of some targets.
Among them, since June, there were 15 stocks with a decrease in the number of shares held by Shenzhen Stock Connect Funds by more than 10 million. Hikvision suffered the largest reduction, with the number of reductions reaching 1.
1.1 billion shares.
What is the connection between the 深圳桑拿网 Northbound Fund dips and A shares?
Although the northward movement of funds is increasingly seen as a market vane, a small number of reporters’ statistics have found that there is no obvious positive correlation between the rise and fall of the market and the northbound funds trading.
From the perspective of the Beishang Fund transactions since 2018, in the 19 months since 2018 (including this month), the Beishang Fund has experienced 4 net sales and 15 net purchases.
Among them, in the month corresponding to the 4 times of net selling, the Shanghai Composite Index all declined, but in the month of 15 net buyings, the Shanghai Composite Index experienced 7 declines and 8 rises, and the rise and fall were almost flat.
Looking at the data at this stage alone, the market’s response to the sale of funds to the north 重庆耍耍网 seems to be more agile.
Some people in the organization pointed out that the market’s response to the bottom-up or increase in holdings of funds in the north is generally flat, but panic about the selling of funds in the north is panic, which is actually a typical performance in a weak market environment.
Because in a downtrend market, the market’s response to reverse news is often more intense.
In the final analysis, going north is just one of the influencing factors of A shares, and the general trend of A shares is still this internal factor.
Of course, although the Northbound Fund bottoming does not mean that A-shares can be improved, for A-shares, it means at least “preferential factors.”