60 billion in 8 days! Northbound funds are crazy at the bottom! "Three-character classic demon stocks" fell in batches

65438+1October 13, the three major indexes of A shares opened higher and went higher, and the Shanghai Composite Index approached 3200 points. At the close, the Shanghai Composite Index rose 1.0 1%, the Shenzhen Component Index rose 1. 19%, and the Growth Enterprise Market Index rose 1.4 1%. The SSE 50 Index rose more than 1.5%, the highest since mid-August 2022.

On the disk, financial stocks collectively strengthened, with Cai Xiang shares trading daily, CITIC Construction Investment rose more than 6%, and Xinhua Life Insurance rose more than 5%. Household appliance stocks fluctuated higher, and the times were relaxed. Roborock rose more than 10%, while Cobos and Qumei had daily limit. Medical device stocks rebounded, led by ophthalmology. He Ophthalmology rose by over 10%, while Huaxia Ophthalmology and Opcom rose by over 7%.

Digital economy concept stocks were collectively adjusted, and Infineon fell. Some stocks with high popularity in the early stage fell sharply, and Gui Faxiang, Black Sesame and Anna Nair fell. State-owned cloud, industrial mother machine, Topcon battery and Xinchuang were among the top losers. On the whole, stocks rose more and fell less. More than 2,800 stocks in the two cities rose, with a total turnover of 702.3 billion yuan today.

Northbound funds "crazy" bargain-hunting

The gross index rose by more than 2%

Northbound funds continued to buy heavily at the end of today, with a net purchase of 65.438+03.336 billion yuan, of which Shanghai Stock Connect bought 6.305 billion yuan and Shenzhen Stock Connect bought 70.3 10 billion yuan. So far, northbound funds have been bought net for 8 consecutive trading days, with accumulated net purchases exceeding 60 billion yuan.

With the substantial net purchase of funds from Northbound, the core assets continued to push up the index, with the gross index rising by 2.4 1%, Roborock rising by 1 1%, Cobos closing the board, Tongce Medical Juck Zhang by 7%, Aier Ophthalmology by 6%, and Guizhou's "waterproof wool", "soy sauce wool" and "You Mao" all rose more than.

Consumer stocks performed well.

Since the beginning of 2023, one of the main targets of northbound funds is consumer stocks.

Today, in the context of a large-scale rise in the market, liquor stocks naturally performed well, but what is even more surprising is that beer stocks, Yanjing Beer, Chongqing Beer and Tsingtao Beer all rose by more than 5%.

Other consumer stocks also performed well. In the soft drinks sector, the fragrance is floating daily, while Dong Peng drinks and Li Ziyuan rose by more than 5%.

In the household products sector, Qumei Home and Golden Cupboard rose daily, while Zhibang Home and Mousse rose by more than 5%.

In the white goods sector, Martians and Bear Electric Appliances rose more than 6%. In the food sector, peach and plum bread was among the top gainers.

Peng Yanyan, head of consumer goods industry in UBS Greater China, said on June 65438+1October1day that the consumption growth in China will reach about 10% in the next two years. Peng Yanyan believes that with the recovery of consumption scenes, services such as catering, hotels and tourism will usher in a recovery in 2023. Compared with liquor industry, Peng Yanyan is more optimistic about the development trend of beer industry. She predicted that this sector will perform better after entering the peak season of beer consumption in the second quarter of this year. Peng Yanyan believes that household appliances, furniture, clothing and other durable consumer goods have also been greatly affected in the past three years. With the recovery of consumer confidence, it is expected that these industries will usher in a more significant recovery.

Collective callback of new energy track

The new energy track collectively pulled back today, with the POE film sector leading the decline, and photovoltaic inverters, energy storage, sodium ion batteries, Topcon batteries and other sectors leading the decline. At the close, Xinlei Neng and Paineng Technology had a big decline, while Yuneng Technology, En Jie and Goodway were among the top losers.

However, as the leader of new energy, Contemporary Ampere Technology Co., Ltd. rose more than 1% today, which supported the GEM to perform better than the main board.

Contemporary Ampere Technology Co., Ltd. released its performance forecast last night, and it is estimated that the net profit of returning to the mother in 2022 will be 29/kloc-0.50 billion yuan, an increase of 82.66%-97.72% year-on-year; The non-net profit attributable to the mother was 26.8 billion yuan to 29 billion yuan, up by 99.37%- 1 15.74% year-on-year.

It is worth noting that in the first three quarters of 2022, Contemporary Ampere Technology Co., Ltd. achieved a net profit of 654.38+076 billion yuan. Based on this calculation, it means that the net profit of Contemporary Ampere Technology Co., Ltd. reached11500 million yuan-139 billion yuan in the fourth quarter of last year, and the single-season profit exceeded 100 billion yuan for the first time.

"Three-character classic demon stocks" fell in batches

As the Spring Festival approaches, the strong desire for capital profit has also caused an interesting phenomenon in today's market: a number of early bull stocks such as Gui Faxiang, An Naier, Quanjude, Maiquer, Black Sesame and Infineon have fallen in batches. Bunny, the leading stock of building materials, had a daily limit in early trading and closed down nearly 2%.

The data shows that the net outflow of the main funds of Infineon and Black Sesame today is 726,543.8 billion yuan and 592 million yuan respectively, ranking first and third in the two cities.