North Funding back | QFII jiacang pharmaceutical photovoltaic plate

Pharmaceutical Network December 7 News Into December, north of capital a net anti-November inflow of more than one day in the net December 6 a one-day net outflow of new shares, the Shenzhen Stock Connect and Shanghai Stock Connect channel total net outflow of 3.85 billion In the meantime, according to China Securities Journal reporter found that since December, some QFII institutions choose jiacang pharmaceutical, photovoltaic plate stocks.

With the continuation of the market turmoil, the north is also a bargain-hunting layout of A shares, in November the north of the capital turnover hit a record high of 373.5 billion yuan.According to Choice statistics, last Friday, the Shanghai Stock Exchange net inflow of over 3.2 billion Yuan from the list of the top ten daily situation, the Shanghai Stock Connect last week, the main capital to buy China International Travel Service, China Construction, China Ping An, Guizhou Maotai, Qingdao Haier, Yili shares, Heng Rui medicine , China Pacific Insurance and other stocks; the main selling conch cement, China Unicom, Industrial Bank, etc., on the liquor, insurance cover up last week, Shenzhen Share capital mainly buy BOE A, Hikvision, Yang shares, Han's Laser, BYD, Ping An Bank and other stocks; the main group to sell the United States, the sea can be reached, the IDF, Gree and other stocks.

Wind statistics show that since July, the monthly turnover of Shanghai and Shenzhen Stock Exchange has increased continuously for the first time in a row, reaching a record high of 300 billion yuan for the first time in November, meanwhile, the net purchase amount of funds in the north also rose to 126% In addition, the Shanghai and Shenzhen stock indexes closed up on November 28, with a net purchase of about 3.3 billion yuan in a single day on the north, setting the sixth largest single-day net in the year Buy amount.

Into December, the north of the capital continue to appear net outflow of the situation.In addition to December 1 the same day, the north of the net inflow of funds 3.342 billion yuan into this week, the net outflow of northbound funds increased day by day, 4, 5, 6 Net outflows were 24 million, 31.32 billion and 3.85 billion respectively.

Data show that on December 6, net inter-exchange net sales of 3.85 billion yuan, setting a new high this year.Among them, the Shanghai Stock Exchange net sales of 3.83 billion yuan, refresh the high since November 2016; RMB10,000 net sales for the second day in a row; Net sales of RMB420 million yesterday, which is the third straight net sale for the north, with net sales of RMB 7.01 billion in three days.

According to Choice statistics, since December, Guizhou Moutai continued to be lined up north of the capital, while the Ping An Bank, Yang shares are combined for many days jiacang.

Yu Xiaobo, investment director of the Hong Kong listed fund management company, Value Partners Group, said that as the mainland economy warmed up, the investment in foreign A-shares went up and some QFII wanted to increase the proportion of A-share investment.

According to statistics from Southwest Securities, the market capitalization of QFIIs in the third quarter of 2017 was 114.46 billion yuan, an increase of 19.805 billion yuan or 17.30% from 114.466 billion yuan in the second quarter of 2017. Excluding Bank of Beijing, Bank of Ningbo, Bank of Nanjing, QFII holdings in the third quarter of 2017 market value reached 94.779 billion yuan, 74.894 billion yuan more than the second quarter of 2017 an increase of 198.85 billion yuan, an increase of 26.55%.

In addition to the north of funds, some QFII institutions, the latest developments in recent days, Billboard list presented.According to Choice statistics, Nov. 30, photovoltaic concept shares Longji shares day limit, but known as QFII base camp Known as China International Capital Corporation Beijing Jianguomenwai Avenue Securities Business Department seats on the same day and a number of institutions to buy the shares.According to public information, Long Ji shares has always been QFII Awkwardness, the third quarter by Deutsche Bank A total of 23 million shares positions, accounting for 1.15% of the proportion of outstanding shares on the same day the sales department also sold shares of Tongwei new energy sector 341 million yuan.

December 4 and 5, the sales department seats were sold Yida shares, Dahua smart, and on the 5th to buy Shengda biological. Among them, Dahua Smart temporarily suspended the announcement on the 6th, the company due to business development needs , Is planning non-public offering of stocks related matters.

According to the latest data released by the State Administration of Foreign Exchange, the QFII and RQFII quota doubled in volume in Nov. As of Nov. 29, QFII approved a total amount of 96.794 billion U.S. dollars, an increase of 2.3 billion U.S. dollars from the previous month ; Cumulative approved RQFII amount of RMB 604.862 billion, a substantial increase of RMB14.5 billion from the previous month.

Changjiang Securities Research reported that at present, the Shanghai Stock Connect and Shenzhen Stock Connect have exceeded the QFII channel and become the main channel for foreign capital to enter the A-share market.Currently, the channels for overseas funds to enter A-share mainly include two parts: one is the traditional QFII Channels, and the other is the Shanghai Stock Connect and the Shenzhen Stock Connect (collectively referred to as the north of funds.) From the two channels of funds size, the market value of QFII positions in the past two years as a whole remained stable, the increase and the overall market similar increase, QFII The inflow of channel funds is less, the amount of use is far less than the amount of administrative examination and approval, while the north of the rapid increase in capital, the formation of alternative relations between the two, at the same time due to land shares through the channel of the convenience of trading, and gradually realized its advantages and become overseas The main channel for funds to enter A shares.

At present, the scale of funds northward has greatly exceeded QFII, forming an alternative relationship between the two. At the same time, due to the convenience of land trading through channel trading, its advantages gradually manifest itself and become the main channel for overseas funds to enter A-shares.