Guided readingOn September 26, funds heading north: net purchases were for banks and net sales were for non-ferrous metals. The top five sectors with net purchases are banking, electronics, pharmaceutical biology, communications and transportation.
On the last day of trading, the net sales of Northbound funds were 506 million. Risk appetite has been repeated recently, so we should be careful to remain relatively cautious.
The sectors with the largest net purchases of funds northbound were banks, with a net purchase of 679 million, and the sector with the largest net sales was non-ferrous metals, with net sales of 749 million. The top five sectors with net purchases are banking, electronics, pharmaceutical biology, communications and transportation. Leading banking sector stocks with net purchases include Agricultural Bank of China. In addition, Northbound funds have continued to make net purchases in the electronics sector over the past 5 trading days and need to focus on short-term monitoring and have continued to sell net in the oil and petrochemical, construction materials, non-banking and financial sectors. , and the agriculture, forestry, livestock and fisheries sectors in the last 5 trading days, which must be kept short-term with caution.
Among the top 20 net purchases, Northbound funds have made net purchases of Luxshare Precision, Wingtech, China Mobile and Daqin Railway in the last 5 consecutive trading days, which can be monitored; Muyuan, Pien Tze Huang, Shenhuo, SF Holding From from continuous net sale to net purchase, you can focus on observation.
Among the top 20 net sales, Northbound funds continued to sell net sales of Kweichow Moutai, Sungrow, CITIC Securities, Nanshan Aluminum and China Aluminum in the last few trading days 5. Be cautious in the short term: Net purchases have turned into net sales and attention should be paid to short-term follow-up observation.
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