During the year, it has increased its holdings by 30 billion! In the northbound sweeping electronics sector, "Kete Valuation" continued to ferment, and leveraged funds also entered the market in a big way

Finance Associated Press

2024-06-18 17:43Published on the official account of Cailianpress, a subsidiary of Shanghai Poster Industry Group

Finance Associated Press, June 18 (edited by Zilong), recently, the concept of "Kete Valuation" has continued to ferment, and related sectors have also performed actively, among which, as of today's close, the electronic sector index has achieved 6 consecutive yangs, with a cumulative increase of nearly 7.8%. In terms of individual stocks, more than 480 electronic stocks have risen by nearly 9.4% on average in the past 6 days, significantly outperforming the level of A-shares in the same period, and at the same time, a total of 44 shares have recorded a daily limit during this period. Nearly four of them became 20cm sealing plates.

Note: The electronic sector index achieved 6 consecutive positives (as of the close of trading on June 18)

The electronics sector is highly popular, and the northbound has increased its holdings significantly during the year

From the perspective of this year's allocation direction, the current popular electronic sector has been "swept up" by its focus during the year. As of June 17, according to the scale of changes in the market value of the sector, the electronics sector has received a total of nearly 30.2 billion yuan of northbound capital holdings this year, ranking second only to the banking sector (53.8 billion yuan). In addition, the northbound holdings of communications, power equipment, national defense and military industry related to the "Kete Valuation" were also relatively large during the year.

Note: Changes in the market value of northbound funds during the year (data as of June 17)

In terms of specific stocks, according to the statistics of the most popular electronic stocks in the "Kete Valuation", a total of nearly 45 shares have increased by more than 100 million yuan in market value during the year. Among them, North Huachuang, Industrial Fortune Union, Lixun Precision, BOE A, and Weir shares were favored by northbound funds, and their market value increased by nearly 7.71 billion yuan, 7.48 billion yuan, 5.15 billion yuan, 3.43 billion yuan, and 3.20 billion yuan respectively. According to the statistics of changes in shareholdings, Zhongshi Technology, Fuchuang Precision, Shengong Shares, Anjie Technology, Juchen Shares and other shares ranked first in terms of shareholding growth during the year.

Note: Northbound e-stocks with the highest market capitalization growth during the year (data as of June 17)

Note: Northbound e-stocks with the highest growth rate during the year (data as of June 17)

If only this month's data is calculated, northbound funds increased their positions in the electronics sector by a total of 20.86 billion yuan in the month, accounting for nearly seventy percent of the total increase in holdings during the year. Among them, Lixun Precision ranked first with an increase of 4.22 billion yuan, and the increase in holdings of Industrial Fortune Union, North Huachuang, Weir Shares, Transsion Holdings, and Hudian Shares was also more than 1 billion yuan. At present, a total of 12 electronic stocks account for more than 7% of the northbound shares in circulation, among them, Anker Innovations, Weir Shares, Sinocera Materials, Laibao Hi-Tech, and Shunluo Electronics have a northbound control ratio of more than 10%.

Note: This month's northbound holdings have the largest growth in market capitalization (as of June 17)

Note: At present, the proportion of northbound holdings in the largest proportion of outstanding A shares is electronic shares (data as of June 17)

The doubling of electronic bull stocks appeared, and the financing funds increased their positions in many shares

Recently, the popularity of "Kete Valuation" has remained high, and electronic stocks have been driven by this and the stock price has risen sharply, among them, Jemet has soared nearly 108.9% in the past 7 trading days, becoming another electronic bull stock whose stock price has doubled, during which it has won a total of 4 times 20cm daily limit. As of June 17, its financing balance has increased sharply by nearly three percent to 64.98 million yuan in the past five days, setting a new record for the financing scale of the year and rebounding to the level of early December 2023.

Note: Jemet's recent financing balance (as of June 17)

In addition to Jemet, many electronic stocks have also recently been focused on increasing positions by financing customers, among them, North Huachuang, BOE A, Cambrian, Ziguang Guowei, China Micro Corporation, Wanrun Technology, Wall Nuclear Materials, Nanda Optoelectronics, Kinwong Electronics 9 shares in the past 1 week (June 11 to 17) financing net purchase of more than 100 million yuan. It is worth noting that among the above-mentioned stocks, the northbound capital holdings of BOE A, Cambrian, and Nanda Optoelectronics have also increased in the past 1 week, especially Cambrian, whose holdings have increased by nearly 16% in the past 1 week.

Note: The top e-stocks in the past 1 week (as of June 17)

In addition, some funds have recently entered the market through A-share ETFs. Also based on the data statistics of the past 1 week (June 11-17), screening semiconductors, chips, and science and technology related ETFs, the current fund size of the China AMC Fund Science and Technology Innovation 50 ETF (588000) has increased by nearly 2.1% in the past 1 week, and at the same time, Harvest Fund Science and Technology Innovation Chip ETF (588200), Penghua Fund Science and Technology Innovation 100 ETF Fund (588220), and Yinhua Fund Science and Technology Innovation 100 ETF (588190) fund shares have increased by 11.0% respectively 、6.5%、4.3%。

Note: Changes in the fund size of semiconductor, chip, and science and technology-related ETFs with the top fund size in the past 1 week (data as of June 17)

(Finance Associated Press Zilong)

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