2024-01-27 13:41:00
Northbound funds’ net purchases exceeded 12 billion this week!Actively enter the big financial track
Financial News Agency, January 27 (Editor Lichen Liu Yue)Wind data shows that northbound funds bought a net 1.510 billion yuan throughout the day on Friday. This week, the total net purchases of northbound funds were 12.102 billion yuan.Ending three consecutive weeks of net outflows。
Choice data shows that on January 26 (Friday)Northbound funds bought Midea Group for a net RMB 757 million, ranking first; The net purchases of Zhongji InnoLight and China Construction were 541 million yuan and 343 million yuan respectively.
foreign investmentStocks with a net purchase of over 100 million yuan were concentrated in the pharmaceutical, biological and electronics industries.. Specifically, Asymchem, Tigermed, Pharmaron and Mindray Medical from the pharmaceutical and biological fields added 145 million yuan, 118 million yuan, 117 million yuan and 104 million yuan respectively; Northern China from the electronics field added The net purchases of Chuang, BOE A and Industrial Fulian were 201 million yuan, 114 million yuan and 105 million yuan respectively.
Foreign investment sells sideBYD had net sales of 484 million yuan, and PetroChina, Oriental Fortune, Focus Media, and Gree Electric all had net sales of more than 200 million yuan.
Judging from the weekly performance (January 22 to January 26),The stocks with cumulative weekly net purchases of northbound funds exceeding 300 million yuan are shown in the table below. Among them, the net purchase amount of China Merchants Bank was 1.239 billion yuan, and the net purchases of Agricultural Bank of China, Industrial and Commercial Bank of China, Bank of Communications and Industrial Bank, which are also in the banking sector, were 690 million yuan, 590 million yuan, 550 million yuan and 310 million yuan respectively. In addition, the net purchase amount of Yangtze Power was 1.134 billion yuan, and the positions of Zhongji InnoLight and CCT Testing both exceeded 700 million yuan.
China Galaxy Zhang Yiwei said in a research report released on January 25 that on January 24, 2024, the central bank decided to lower the deposit reserve ratio of financial institutions by 0.5 percentage points starting from February 5, 2024. After this reduction, The weighted average deposit reserve ratio of financial institutions is approximately 7.0%; starting from January 25, 2024, the re-loan to support agriculture, re-loan to support small businesses, and rediscount interest rates will be reduced by 0.25 percentage points each. Central Bank Governor Pan Gongsheng said at a press conference held by the State Council Information Office that day that this RRR cut will provide the market with long-term liquidity of 1 trillion yuan.
Analysts believe thatStructural interest rate cuts are of positive significance in alleviating bank repricing pressure at the beginning of the year and protecting interest margins.: This round of interest rate cuts mainly focuses on key areas such as small and micro enterprises, private enterprises and rural areas and farmers, and reduces bank capital costs through re-loans and re-discounts, thus indirectly achieving the effect of guiding loan interest rates downward. Analysts estimate that the RRR cut is expected to improve banks’ net interest margins by 0.1 BP. After adding the impact of incremental credit, banks’ net interest margins will improve by 1.16 BP. At the same time, structural interest rate cuts will roughly improve banks’ net interest margins by 0.2 BP. These are expected to be transmitted to loan-side interest rates. , to further reduce the capital costs of small and micro enterprises, rural areas and farmers, and private enterprises.
On the selling side,The net sales of northbound funds this week exceeded 300 million yuan in stocks as shown in the table below. Specifically, the net sales of PetroChina and TCL Zhonghuan each exceeded 1 billion yuan, and the reduction in positions of JA Technology, Oriental Fortune, Zijin Mining, LONGi Green Energy, and China Free Shipping exceeded 500 million yuan.
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