Northside Capital made a net purchase of 1,389 million yuan of A-shares, and today Nanxia Capital made a net purchase of HK$2,901 billion in Hong Kong shares.
On April 22, Beishang Capital made a net purchase of 1,389 billion yuan of A-shares, ending the previous net sales trend for 4 consecutive days.
Among them, Kweichow Moutai, Zijin Mining, and Lixun Precision received net purchases of 891 million yuan, 312 million yuan, and 289 million yuan respectively.
Zhongji Xuchuang had the highest net sales volume, amounting to 379 million yuan. Sanhua Intelligent Control, Agricultural Bank, Wanhua Chemical, and Changjiang Electric Power had net sales of 226 million yuan, 132 million yuan, 130 million yuan, and 123 million yuan respectively.
Southbound's net purchase of Hong Kong stocks was HK$2,901 billion.
Among them, net purchases of Tencent were $797 million, Bank of China at $577 million, China Mobile at $240 million, China Construction Bank at $217 million, and Meituan at $122 million.
Net sales of HSBC Holdings at $369 million, Luoyang Molybdenum at $115 million, and CNOOC at $113 million.
According to statistics, Southbound Capital has increased its positions with China Mobile for 13 consecutive days, totaling HK$4.82007 billion;
Increased Xiaomi inventory for 7 consecutive days, totaling HK$1,479.46 billion;
Increased positions on Tencent for 6 consecutive days, totaling HK$4.435.5 billion;
Bank of China increased its holdings for 3 consecutive days, totaling HK$2,357.5 billion.
Nanshui focuses on individual stocks
Kweichow MoutaiIt has risen by 1.73%. First-line research shows that currently the terminal price of Maotai liquor has stabilized at a reasonable level, and with the arrival of festivals such as the “May 1st Dragon Boat Festival,” the demand side is expected to usher in a wave of “small peaks”. Most terminal managers believe that the price of Maotai liquor is expected to further “rise steadily” in the future.
Zijin MiningIt fell 4.46%, the geopolitical conflict in the Middle East eased, and the price of gold recovered somewhat.
Zhongji XuchuangDown 7.23%, the company's total revenue for the first quarter was 4.843 billion yuan, up 163.59% year on year; net profit to mother was 1,009 billion yuan, up 303.84% year on year.
Beishui focuses on individual stocks
TencentUp 5.46%. The company announced today that the mobile game “Dungeons and Warriors: Origins” will be officially launched on May 21, 2024. Most Wall Street analysts expect this game to reignite the growth momentum of Tencent's gaming business.
Bank of ChinaUp 1.19%, CICC pointed out that although the profit growth rate of listed banks is expected to weaken, the stability of dividends and the ability to operate sustainably have provided some support for stock price performance.