Mao Jun/Table Zhou Jingyu/Drawing
Securities Times Reporter Mao Jun
This week, go north to the northFund continued to buy 10.7 billion yuan in nets, and bought a net purchase for 4 consecutive weeks, completely reversing the trend of continuous net sales since the second half of last year.From the perspective of the market, the focus of funds in the north is in the Shanghai market. The Shanghai Stock Connect received a net purchase of over 16.7 billion yuan, while the Shenzhen Stock Connect was sold over 6 billion yuan.
In terms of industry, bank stocks with high dividends and low -value valuations have received the focus of north funds and bought more than 6.6 billion yuan in net net.Northern Shanghai funds exceeded 6.1 billion yuan in net buying; non -silver finance, power equipment, transportation and other industries also received net buying over 1 billion yuan.Computer, media, pharmaceuticals, communications and other industries have been sold over 1 billion yuan.
Since the beginning of this year, investors who buy bank stocks are undoubtedly the biggest winner. Not only did they carry the storms of the pre -holiday market, they also received good benefits.As of February 23, the bank sector index rose 14.81%during the year, and hit a record high this week.
Bank of China and Agricultural Bank of China have set a record high (re -rights, the same below), and the stock price of ICBC and Construction Bank is also approaching the highest point of history, making preparations for breakthroughs at any time.The Chongqing Rural Commercial Bank, , Bank of Jiangsu, Bank of Beijing, etc. have reached a new high for many years.
This week, the State Administration of Finance and Administration released the main regulatory indicators of commercial banks in the fourth quarter of last year. Commercial banks realized net profit of 2.4 trillion yuan in 2023, an increase of 3.2%year -on -year, and the non -performing loan ratio rate1.59%, a decrease of 2 basis points from the end of the third quarter of last year.
The performance of the listed bank is significantly better than the entire industry average.As of February 23, a total of 10 listed banks announced the 2023 performance express report, all of which have achieved positive growth. The fastest Hangzhou Bank achieved net profit of 14.383 billion yuan, a year -on -year increase of 23.15%.Banks such as banks have increased more than 10%.
China Merchants Bank received a net purchase of more than 1 billion yuan in funds this week, with a position of 31.83 million shares, and the total shareholding reached 1.128 billion shares.The stock market value is nearly 37 billion yuan, a new high in more than 4 months.In addition to northward funds, financing customers also raised 233 million yuan in China Merchants Bank this week.
11 shares including Industrial Bank, Agricultural Bank, Industrial and Commercial Bank of China, and Bank of Communications also received a net purchase of more than 100 million yuan in funds.Among them, over 163 million shares of the Agricultural Bank of China, and 120 million shares of Industrial and Commercial Bank of China.
Oriental Securities believes that the fundamentals of banking operations are expected to build a bottom in 2024. Pay attention to the clearing of the banking risk after confirmationAfter the cost of the cost, the bank interest difference is built. The current currency credit environment is friendly, and the finance is also expected to stabilize the economic expectations of the economy, and continue to be optimistic about the performance of bank stocks.
In addition, the sales of the Spring Festival liquor sales are hot., A total of more than 89.75 million shares, a new high in half a year.
The wine industry received 136 million yuan in net funds this week, an increase of more than 1.71 million shares.The increase is as high as 32%.Wuliangye, Shanxi Fenjiu, Yanghe shares, Luzhou Laojiao, etc. also received a net purchase of over 100 million yuan this week.
According to Tmall supermarket data, from February 1st to February 16The consumption unit price increases by about 20%.
In addition to the increase in sales, the recovery of liquor companies is generally better than last year.According to data from Huachen Securities Report, Guizhou Maotai has a quota of about 30%from January to February, and the annual quota is stable in the first quarter.It is better than the 30%return progress at this time; the current return on regional wine is roughly 30%, which continues a good trend.
Shen Wanhongyuan said that in the short term, the white wine industry is at the grounding stage, the mid -term dimension, and the macroeconomics has now stabilized the signs of stability and recovered.Below, consumer demand is expected to stabilize and recover.At this stage, it is relatively optimistic about high -end wine and strong regional head enterprises. In the mid -term, it is more concerned about the bottom brands with long -term competitiveness and adjusting more sufficient adjustment.
