Beauty 100 industry performance exceeded the market, and more than half of the shares were increased by foreign capital in the same period.

Influenced by the market since July, the beautiful 100 list compiled by China Institute of Listed Companies, despite a certain correction, still stands the market test compared with the broader market. According to the statistics of Securities Times and DataBao, in July, the Shanghai and Shenzhen 300 rose by 0. 19%, the Shanghai Composite Index rose by 1.02%, and the Shenzhen Component Index fell by 2. 14%. Although the beautiful 100 index fell by 1. 12% in July, it still outperformed the market.

From the industry performance in July, in the list of Beauty 100,1industry rose, among which steel rose 15.29%, ranking first; Communications followed closely, rising by 9.60%. Leisure services, public utilities, and electrical equipment experienced the largest declines, with average declines of 12.85%, 10.03%, and 8. 12% respectively in July.

From the cumulative performance from the beginning of the year to July, there are eight industries on the list, among which the computer industry ranks first with an increase of 27. 17%, followed by steel and leisure services, with an increase of 12.28% and 7.65% respectively in the first half of the year.

Comparing the ups and downs of A-shares in the same period (from the beginning of the year to July), 18 industries in the list performed better than the same industry of A-shares, accounting for 66.66%. Among them, the computer industry outperformed the A-share industry by 34%, ranking first; The textile and garment industry followed closely, outperforming the A-share industry by 22.78%. Communications, real estate, food and beverage industries performed poorly, all of which underperformed A shares by more than 0/0 percentage point, respectively 16.75%, 12.76% and1.55%.

Funds favor the financial and infrastructure sectors.

From the perspective of the main capital flow in July, the net outflow of the main capital on the list was * * * 20.355 billion yuan, with a large outflow, and the main capital of eight industries showed a net inflow. From the perspective of capital preference, finance, infrastructure, science and technology, and public utilities are more favored by funds.

Specifically, the average net inflow of banking stocks in July was 505 million yuan, ranking first; Public institutions followed closely, with an average net inflow of 464 million yuan; Once again, the pharmaceutical and biological stocks, with an average net inflow of 43 1 10,000 yuan. From the perspective of net outflow, the communication unit outflow was the largest in July, with an average net outflow of 65.438+65.8 million yuan; Followed by household appliances stocks and food and beverage stocks, the average net outflow was 65.438+0.64 billion yuan and 83.65438+0 billion yuan respectively.

More than half of the constituent stocks are increased by funds from the north.

Poor market performance does not affect the strong rise of northbound funds in the beautiful 100 list. According to data treasure statistics, 52 stocks were increased by Northbound Capital in July, accounting for 54. 17%.

Among them, Focus Media was increased by Shenzhen Stock Connect by 1.2 1 100 million shares; ICBC followed closely, holding1.1.200 million shares; China Bank, China Ping An, Baosteel, Yili, etc. It has also greatly increased.

In terms of industries, there were 18 industries that increased their holdings in July, accounting for over 60%. Specifically, white horse stocks and defensive stocks are still the key targets of capital increase in the north. In July, the three industries of banking, steel and media received capital increase northward, reaching 275 million shares, 65.438+0.25 million shares and 65.438+0.65438+0.9 million shares respectively. The industries with large capital reduction in the north are electrical equipment, architectural decoration and light industrial manufacturing.

The interim results of 27 shares increased year-on-year.

In the first half of 20 18, the cumulative share of rising stocks in the beautiful 100 list was 3 1%, while the share of rising stocks in A shares was only half of the former, at 15.5%. This is mainly related to the fact that the constituent stocks in the list are mostly white horse blue chips and blue chips.

As of August 17, judging from the results of the disclosed semi-annual report, among the 3/kloc-0 companies in the list that disclosed the semi-annual report, only four companies, namely Mu Yuan, Yonghui Supermarket, Shenhuo and Huayi Compression, saw their net profit decrease year-on-year, while the other 27 companies all increased year-on-year. Among them, Mu Yuan's net profit decreased by 106.55% year-on-year, ranking first. The company's main business is pig breeding and sales. As the price of live pigs dropped sharply compared with the same period of last year, the net profit was lost.

Analysis of individual stock trading

Self factors. It is found that there are 10 stocks affected by their own positive and negative factors. Among the declining stocks, Vantage shares were deeply influenced by "winning the championship and returning the full amount". Despite the blessing of the French Champion team, Vantage's "Champion Package" did not make the company embark on the "peak" of marketing, and it was caught in the storm of public opinion that dealers ran away, refunds were blocked, and cards were refunded.

Caesar's tourism restructuring failed, and shareholders pledged more. 19 10 19, Caesars Travel was suspended. On February 2nd, Caesars Tourism was transferred to a major asset restructuring procedure and continued to suspend trading. Caesars Travel resumed trading in early July 19, and stopped planning major asset restructuring. In addition, a quarterly report shows that among the top ten shareholders of Caesars Tourism, 8 shareholders pledged shares, totaling 456 million shares.

Market environment. According to data treasure statistics, the stock prices of five stocks in the stock market are affected by the market. Including Valin Iron and Steel, Long Yuan Construction, Nangang and so on. Tangshan limited production and "blue sky defense war" strengthened inspectors will continue to compress steel supply. Inventory is still at a low level, and demand toughness continues to exceed expectations. It is expected that there will be a mismatch between supply and demand in the third quarter, which will push up steel prices. In addition, the the State Council executive meeting said that speeding up the issuance and use of local government special bonds 1.35 trillion yuan this year will achieve early results in promoting infrastructure projects under construction.

Plate influence. There are mainly 5 stocks affected by the sector. The new asset management regulations have led to the rise of the financial sector, and both the insurance industry and the banking industry have been boosted. In July, the Shenwan Banking Index rose by 4. 17%, while the non-bank financial industry rose by 2.47%. In addition, affected by the infrastructure policy, Shenwan steel, building materials and architectural decoration also achieved gratifying growth, rising by 9.65%, 8.84% and 4.8% respectively in July.

In the beautiful list of 100 compiled by China Institute of Listed Companies, stocks in many industries outperformed their A-share counterparts, and 52 stocks were increased by Northbound Capital, accounting for 54. 17%.