Northside Capital sold a net share of 5.701 billion yuan, and Nanxia Capital bought HK$8.377 billion in net Hong Kong shares.
On August 1, after a sharp net purchase yesterday, Beishang Capital sold a net sale of 5.701 billion yuan of A-shares.
Net sales of BYD 0.448 billion yuan, Wanhua Chemical 0.433 billion yuan, Shennan Circuit 0.337 billion yuan, Xinyisheng 0.321 billion yuan, Zijin Mining 0.303 billion yuan, Kweichow Moutai 0.278 billion yuan, Wuliangye 0.259 billion yuan, Ningde Times 0.208 billion yuan, Haier Smart Home 0.246 billion yuan, COSCO Maritime Control 0.24 billion yuan, China Jixuchuang 0.175 billion yuan, Lixun Precision 0.131 billion yuan.
Net purchases of Medicinal Kangde were 0.297 billion yuan, CITIC Securities 0.191 billion yuan, Cambrian 0.126 billion yuan, and Mindray Healthcare 0.104 billion yuan.
Southbound's net purchase of Hong Kong stocks was HK$8.377 billion.
Net purchases of Yingfu Fund are 2.005 billion, Hang Seng China is 0.832 billion, Southern Hang Seng Technology 0.792 billion, Tencent 0.656 billion, CNOOC 0.428 billion, China Mobile 0.328 billion, Xiaomi 0.134 billion, and SMIC 0.106 billion.
Net sales of HSBC Holdings were 0.282 billion and China Shenhua 0.206 billion.
According to statistics, Southbound has bought Tencent for 6 consecutive days, with a total of HK$4.74743 billion; net purchases of Xiaomi for 5 consecutive days, totaling HK$0.57,788 billion; net purchases of CNOOC for 4 consecutive days, totaling HK$1.02484 billion; and net sales of China Shenhua for 4 consecutive days, totaling HK$0.90085 billion.
Nanshui focuses on individual stocks
BYD fell 1.15%, and the company's stock price was positive for 6 consecutive trading days. The BYD Equation Leopard 5 is once again reduced by 0.05 million yuan. The SEAL 07 DM-i and SEAL 07 EV will be officially launched on August 8.
Wanhua Chemical fell 4.32%, and some shares of Prime Partner International Limited, which is more than 5% of the company's shareholders, were pledged. A total of 113,405,045 shares were pledged, accounting for 65.55% of the number of shares held.
The Shennan Circuit rose 5.68%, rising for 2 consecutive days. Caixin Securities pointed out that the global PCB market is expected to recover, and high-multilayer boards, HDI boards, and packaging substrates are expected to maintain a high growth rate in the medium to long term. Judging from monthly data, the industry is expected to recover moderately. It is recommended to focus on segments of PCB with higher growth rates and barriers.
Beishui focuses on individual stocks
Tencent rose 0.94% to HK$365.6 per share, with a total market capitalization of HK$3.41 trillion.
CNOOC rose 1.95%, and the company cancelled 16.366 million shares and repurchased shares on August 1, 2024.