Northbound Funds Over 30 Billion Funds, A Shares of Pharmaceutical Shares Are Continuously Reduced
For stocks, please read Jin Qilin analyst research report, authoritative, professional, timely, and comprehensive, to help you tap potential potential opportunities!
Original title: More than 30 billion yuan in funds for the Northbound A-share medical shares have been continuously reduced holdings Securities Times reporter Mao Jun This 杭州桑拿网 week is the first trading week of the Year of the Rat. Affected by the pneumonia epidemic, the value of the A-share market has fluctuated.
Firstly, it was panic-sold on Monday. More than 3,000 stocks in the two cities fell, and then rebounded continuously with the promotion of funds. The GEM index not only regained its lost ground, but also hit a new high in more than three years.
Amidst the market quake, the operation of Northbound Capital is both bold and decisive, yet stable, and worthy of investors’ possession.
When Monday ‘s plunge, Kitakami ‘s funds actually made a net purchase of 18.2 billion, making it the second largest single-day net purchase in history.
Financing customers sold 114 million net and sold their chips at the lowest price.
When the market rushed up, when some of the funds from the north started to profit, the financing customers began to buy again.
In total, the capital of the Northbound Group has net purchases of more than 30 billion yuan in the whole week, which is the third largest weekly net purchase in history, and financing customers have sold more than 3 billion yuan.
In terms of the types of stocks to buy, Kitakami Capital and Financing Customers are also quite different.
Of the 28 first-tier industries in Shenwan this week, only nine have received financing for net purchases, and most of the money is concentrated in the pharmaceutical and biological industries.
The pharmaceutical and bio-industry received a total of 49 net purchases this week.
USD 5.9 billion, more than the total net purchases of financing in the next eight industries.
But Beishang Fund is not prominent in the purchase of popular medical and biological stocks. In Guizhou Moutai, Gree Electric, Ping An of China, Ningde Times, Shanghai Airport, Yili Stock, China National Travel Service, Wuliangye, 8 were net purchased by Beishang Fund this week.None of the million-dollar stocks is directly related to the outbreak.
Beishang Capital has selected the leading companies in various industries for the bottom-up, so that it can avoid the risk of market fluctuations and enjoy short-term excess returns, which is a strategy that can be attacked and retreated.
Fingers chasing attractions may gain more profits in the short term, but once the epidemic is stable, referring to the SARS epidemic, pharmaceutical and biological stocks will face huge risks, and financiers are high-risk and high-yield speculation.
China Resources announced on the 9th and 9th that the company’s traditional Chinese medicine product Shenfu Injection and Shengmai Injection have entered the “Pneumonitis Diagnosis and Treatment Program for New Coronavirus Infection (Trial Version 4)” and are recommended for use.
In order to win the battle against epidemic prevention and expand the social responsibility of central enterprises, during the Spring Festival, the company made emergency deployments, quickly adjusted its production plan, prioritized the production of epidemic prevention varieties, and guaranteed the supply of medicines.
China Resources Sanjiu has a proper mainstream anti-pneumonia epidemic concept stock, but Kitakami Capital has continuously reduced its holdings of China Resources Sanjiu this week. Among them, it reduced 8.14 million shares on Monday, 4.11 million shares on Tuesday, and 7.25 million shares on WednesdayReduced holdings of over one million shares in 3 days. The holdings were reduced from more than 100 million shares before the holiday to 80.6 million shares. The total reduction was more than 20 million shares and cash was realized.
Before the holiday, Beijing Capital has reduced its holdings of China Resources 39 for four consecutive trading days. After the holiday, it has taken advantage of growth opportunities to increase its holdings.
Zhifei Bio-Tech also announced recently that its wholly-owned subsidiary Zhifeilong Coma and the Chinese Academy of Sciences ‘Microbiological Infection Framework Agreement will accelerate the development of a new coronavirus (2019-nCoV) vaccine.
It is also an authentic concept stock of anti-pneumonia epidemic, but Kitakami Capital also severely reduced its holding of Zhifei creatures this week, with a total net sale of 2.
4.2 billion yuan.
Due to the spread of the epidemic, the demand for epidemic-resistant and anti-epidemic related products soared, Yuyue Medical’s disinfection and control, temperature measurement, oximeter and mask products were completely out of stock, and the market demand for ventilator, nebulizer and oxygen generator products increased continuously.
However, Beishang Capital also continuously reduced its holdings of Yuyue Medical this week, replacing 23.34 million shares with 31.77 million shares before the holiday, reducing its daily holdings by more than one million shares, totaling 2 北京spa会所 cash.
3.7 billion yuan.
The medical shares of Tiger Pharmaceuticals, Yixintang, People’s Tongtai, and Baiyunshan were also sold over 100 million yuan this year by Beijing Capital.
Harbin Pharmaceutical, Uni-Phase Pharmaceuticals, Ogilvy Medical, People’s Tongtai, and other strong stocks that have daily limit daily after the holiday. Most of the funds going north are also holding down.