Beishang Capital has significantly increased its holdings in the media sector.
Net inflow of funds from Beijing for 5 consecutive days
This week, the market is in a period of shock and consolidation, and the return of capital from the north is significant. It has been a net inflow for 5 consecutive trading days. The total net inflow for the week is 14.781 billion yuan, of which the net inflow of Shanghai Stock Connect is 2.214 billion yuan, and the net inflow of Shenzhen Stock Connect is 12.567 billion yuan , This month, the flow of capital going north has turned from negative to positive.
In terms of industries, this week, Beishang Capital increased positions in most industries, and 24 industries increased their shareholdings. Comprehensive, media, national defense and military industries, environmental protection, and beauty care industries increased their positions more, with a week-on-week increase in shareholdings. More than 5%. The iron and steel industry has reduced its holdings more, and it has reduced its holdings for two consecutive weeks.
In addition to the comprehensive industries with a low base, the media industry was the most favored by Beijing funds this week, and its holdings increased by 6.66% in a week. The market performance of the media industry this week was outstanding. The industry index rose by 5.86% to the top of the list. Since November last year, it has risen for five consecutive months, with a cumulative increase of 38.4%, far ahead of other industries.
The recovery of the game industry is conducive to boosting the media as a whole. In 2022, the number of game version numbers issued will continue to increase, and the reissue of version numbers is expected to boost the valuation of the entire sector again. At present, the game version numbers have entered the normalization, the target area has bottomed out, the industry trend is improving, and the overall valuation center is expected to rise.
The increase in shareholding in the national defense sector followed closely behind. A few days ago, the policy of the military sector continued to be positive. The Ministry of Finance stated in the government budget draft report that this year's defense budget is about 1.5537 trillion yuan, an increase of 7.2% year-on-year. This month, the State-owned Assets Supervision and Administration Commission of the State-owned Assets Supervision and Administration Commission (SASAC) launched an initiative to benchmark state-owned enterprises with world-class value creation. State-owned enterprises in the military industry play an important role in technological innovation and strategic new industrial layout, and are expected to benefit from the rapid development brought about by the new round of state-owned enterprise reform.
The leader in silicon wafers received a net inflow of over 600 million yuan from Beijing
This week, a total of 39 stocks were listed on the Beishang Capital Transaction Active List. In terms of their industries, electrical equipment, food and beverage stocks were actively traded this week, with a total transaction volume of more than 10 billion yuan. The net inflows of agriculture, forestry, animal husbandry, fishery, and pharmaceutical and biological industries are among the top, while non-bank financial and food and beverage stocks have been reduced by more than 1 billion yuan from Beijing Capital.
TCL Zhonghuan ranked first in the net inflow of funds from Beijing this week, with a net purchase of 693 million yuan a week. Individual stocks fell 9.31% this week, and funds from Beijing still increased their positions in reverse. The company's 2022 annual performance report shows that the net profit attributable to the parent is 6.6 billion to 7.1 billion yuan, a year-on-year increase of 63.79% to 76.2%. The company stated that it insists on technological innovation and transformation of industrial 4.0 manufacturing methods, enhances endogenous competitiveness, and goes through the industry cycle many times. In 2022, under the large fluctuations in the supply chain of the new energy photovoltaic industry, the company's profitability and sustainable development competitiveness will be guaranteed.
my country Ping An suffered the largest net outflow of funds from Beijing this week, totaling 1.794 billion yuan. The company's 2022 annual report has been released, and the net profit attributable to the parent company was 83.774 billion yuan, a year-on-year decrease of 17.56%, which has declined for three consecutive years. The company stated in its performance statement that residents' willingness to consume has been weakened in stages, sales of long-term life and health protection products have declined, and offline activities such as employee recruitment and customer interviews have been limited, resulting in a decline in the value of new business in life insurance and health insurance.