Shine Trader Live reports:
This morning, the main line of new energy stood at the tuyere again. The photovoltaic and new energy vehicle sectors have always maintained a leading position since the opening. The upstream lithium hexafluorophosphate, PVDF and other chemical materials have been rising like a rainbow, and Lianchuang shares and other leading shares have continued to reach a new high.
Compared with the collective changes of small and medium-sized varieties, the early performance of Ningde era, the leader of trillion market value, is relatively “low-key”. After closing up more than 5% yesterday, Ningde era’s share price fluctuated at a low level in early trading today, falling 1.7% as of noon.
Although the trend is low-key, the capital side behind the Ningde era has long been surging. According to the data disclosed by the Hong Kong stock exchange, as of yesterday’s closing, Ningde times had obtained net purchases of northbound funds for 14 consecutive trading days, with a cumulative net purchase of nearly 10 billion yuan.
The latest northward capital holding stock market value of Ningde era reaches 87.4 billion yuan, while the market value of Midea Group, the largest heavy warehouse of Shenzhen Stock connect, is 87.9 billion yuan. If the net inflow trend continues, the largest heavy position stocks of Shenzhen Stock connect are expected to change owners.
Ningde times has gained additional positions of funds from the north for 14 consecutive days
In the first two trading days of this week, northbound funds showed an overall outflow trend, with a total net sales of nearly 8 billion yuan in the two days. In the context of the overall outflow, it is particularly conspicuous that some stocks have been added against the trend.
In the list of the top ten trading active stocks in the North released by the Hong Kong Stock Exchange yesterday, Ningde times ranked first in all stocks with a single day turnover of 3.447 billion yuan, including 2.379 billion yuan of purchase amount and 1.069 billion yuan of sales amount, realizing a net purchase of 1.31 billion yuan.
Lengthen the time dimension. In the past 14 trading days, no matter how the overall flow of foreign capital fluctuated, the northbound funds continued to increase in Ningde era, with a cumulative net purchase of up to 9.982 billion yuan. Over the same period, the share price of Ningde times was stable, with an overall slight decline of 0.06%.
Ningde times obtained net purchase of northbound funds for 14 consecutive trading days
In terms of the number of shares held, according to the pre market data of the Hong Kong Stock Exchange today, northbound funds recently held 165 million shares of Ningde era, and increased their positions by about 20 million shares in the past 14 trading days, with an increase of about 14%.
Changes in the number of northward capital holdings in Ningde Era
In terms of shareholding amount, Shenzhen Stock connect recently holds a market value of 87.449 billion yuan in Ningde era, while at present, the market value of the largest position of Shenzhen Stock connect, stock Midea Group, is 87.871 billion yuan, which is almost the same. If the trend of northward capital overweight Ningde era continues, the largest heavy position shares of Shenzhen Stock connect may change owners in the near future.
Ningde era north capital holding stock market value approaches Midea Group
The new energy sector is positive and frequent
After hours yesterday, the new energy sector had frequent positive news, which could reflect the strong prosperity of relevant industries (especially upstream fields).
First of all, spodumene concentrate once again sold at sky high prices.
On the afternoon of September 14, Beijing time, Pilbara, the main lithium mining enterprise in Australia, ended the second lithium concentrate auction this year. The final transaction price of this auction was US $2240 / ton, setting a new record for the price of lithium concentrate. Previously, analysts generally predicted that the auction price would be between us $1600 / ton and US $2000 / ton, while the final transaction price of the first auction this year was US $1250 / ton.
Insiders said that the final transaction price of the lithium concentrate auction far exceeded market expectations, which will stimulate the trend of lithium price in the future. At present, the terminal cathode material factory basically maintains full production and sales, with strong demand for lithium, while the upstream lithium concentrate is still in short supply, and the prices of all links of the lithium battery industry chain are expected to resonate upward.
Reprint indicated source：Shine Trader Limited Live information