Northward capital overweight of a shares of RMB 5.5 billion

On August 4, the three major A-share indexes collectively closed up, the Shanghai stock index closed up 0.85%, the gem index rose 2.47%, and continued to rise 3576 points before the attack. The total turnover of the two cities was 1.29 trillion yuan, a decrease of about 120 billion yuan compared with the previous day, breaking through 1 trillion yuan for the 11th consecutive trading day.

On the disk, the king of hot topics returned, the new energy vehicle industry chain was hyped, and the sports industry staged a rising tide; Virus control and consumer stocks were depressed.

According to the intelligent monitoring of 21 INVESTMENT link (micro signal ID: touzit21), on August 4, the north capital bought a net 5.546 billion yuan, including 1.744 billion yuan for Shanghai Stock link and 3.801 billion yuan for Shenzhen Stock link.

Yuesheng wealth management said that the continued net inflow of funds from the North shows that it is relatively positive to the market, which is conducive to boosting the risk appetite of the market.

Increasing holdings of electronic components and reducing holdings of banks

In terms of net purchase amount, northbound capital increased its holdings in 26 industries, of which electronic components ranked first, with a net purchase amount of 2.047 billion yuan, followed by the material industry, with a net purchase of 1.959 billion yuan.

Northbound capital reduced its holdings in 33 industries, among which banks were the largest, with a net sales amount of 463 million yuan, followed by the food and beverage industry, with a net sales of 359 million yuan.

The net purchase of Longji shares was 1.119 billion yuan and the net sale of Guizhou Maotai was 483 million yuan

In terms of individual stocks, BEIXIANG capital net purchased Longji shares (601012. SH), Wuliangye (000858. SZ), Mindray medical (300760. SZ), Lixun precision (002475. SZ) and Dongfang Yuhong (002271. SZ).

Among them, Longji shares were net purchased by RMB 1.119 billion, Wuliangye by RMB 846 million, Mindray medical by RMB 644 million, Lixun precision by RMB 408 million and Dongfang Yuhong by RMB 359 million.

Guizhou Maotai (600519. SH), leading intelligence (300450. SZ), Rongsheng Petrochemical (002493. SZ), Dongfang fortune (300059. SZ) and yaomingkant (603259. SH) are among the top in the net sales of northbound funds.

Among them, Guizhou Maotai was sold a net 483 million yuan, leading intelligence was sold a net 442 million yuan, Rongsheng Petrochemical was sold a net 336 million yuan, Dongfang fortune was sold a net 328 million yuan, and Yaoming Kant was sold a net 323 million yuan.

It is worth noting that northbound funds have sold Guizhou Maotai net for 5 consecutive days, with a total amount of 3.1 billion yuan.

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