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南北水 | 南水全天净卖出60.2亿元,连续9日加仓五粮液,北水减持工商银行

North and South Water | Nanshui sold 6.02 billion yuan in net sales throughout the day, increasing Wuliangye's holdings for 9 consecutive days, and Beishui reduced its holdings of ICBC

Gelonghui Finance ·  Mar 21 08:02

Track the latest developments in north-south funding

Beishang Capital made a significant net sale of 6.02 billion yuan of A-shares today.

Among them, Yao Ming Kangde, Industrial Fulian, and Xinyisheng received net sales of 790 million yuan, 289 million yuan, and 192 million yuan respectively. Wuliangye, Ningde Times, and Midea Group received net purchases of 237 million yuan, 222 million yuan, and 204 million yuan respectively.

According to statistics, the capital of Beijing has increased Wuliangye's holdings for 9 consecutive days, totaling 3.473 billion yuan; adding Midea Group for 11 consecutive days, for a total of 2,658 billion yuan.

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Southbound made a net purchase of HK$4.772 billion in Hong Kong stocks today, making net purchases for 26 consecutive days.

Among them, net purchases of Tencent amounted to 1,624 million yuan, Bank of China 557 million, Xiaopeng Motor 550 million, CNPC 290 million, and China Shenhua 174 million; net sales of ICBC of 219 million and CNOOC of 145 million.

According to statistics, Southbound has increased Xiaomi's holdings for 4 consecutive days, totaling HK$1,0347 million; increased Bank of China's holdings for 3 consecutive days, totaling HK$1,6618.9 billion; and increased Tencent's holdings for 3 consecutive days, totaling HK$2,881.1 billion.

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Nanshui focuses on individual stocks

Medicine, Ming Kang DeToday's decline was 0.62%. Yao Ming Kangde announced that on March 21, 2024, it will spend approximately RMB 2.097 million to repurchase 407,000 A-shares, with a repurchase price of 49.92-50.7 yuan per share. On the same day, 3,400 A shares were issued to exercise the stock options for the first time after being granted and registration completed in accordance with the adjustments of the 2019 A-share Incentive Plan.

XinyishengToday's increase was 0.39%. Statistics show that in the past six months, 1 brokerage firm gave suggestions to increase their holdings, and 15 brokerage firms gave buying suggestions.

WuliangyeIt's down 0.22% today. According to media reports, after Jiang Jia, the new head of marketing for Wuliangye, took office, and adopted measures such as volume control and strict investigation of smuggling, etc., and Wuliangye's wholesale price also increased slightly after the Spring Festival. Wuliangye also specified that the target batch price for the first phase is 970 yuan/bottle. Currently, the wholesale price of Wuliangye is about 945-950 yuan/bottle, and some strong regions can reach 960 yuan/bottle, which is a slight increase from before the Spring Festival.


Beishui focuses on individual stocks

TencentToday's increase was 0.83%. According to the news, at the 2024 Global Game Developers Conference (GDC), Tencent released a self-developed game AI engine, GiiNex, which was built by the Tencent AI Lab game AI team. At the conference, Tencent showcased Giinex's innovations in game 3D city generation and UGC level design scenarios, which can provide efficient creative support for professional developers and ordinary players.

China ShenhuaToday's increase is 3.55%. The Shanxi Securities Research Report pointed out that considering the divergence between domestic prices and overseas price trends, imports may decline in the future. In anticipation of a contraction in supply, coal prices have some support. If the demand side improves in the future, coal prices are expected to rebound steadily.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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