Foreign capital crazy scanning 12 stocks to buy "red lights" in shock

The scene of foreign investment crazy buying A shares has not been seen for a long time!

Recently, the continuous rise in A shares has completely detonated how enthusiastic the foreign capital was to do. Not only did the northern direction flow continuously inflow, but the "hunting" of foreign investment as a whole is also very radical.

Data source: Reporter sorted out pictures of pictures of Yang Jing

As of June 28, the data published by the exchange showed that 12 companies have already lit foreign capital to buy "red lights", and 3 of them have been "burst". Buy.

According to the reporter of the "Daily Economic News", according to relevant regulations, after the proportion of foreign shares exceeds 24%, the exchanges will announce the latest shareholding situation on the next trading day until the shareholding will fall below this ratio; After the share ratio of more than 28%, the Shanghai -Shenzhen Stock Connect channels will be suspended and can only be sold until the shareholding ratio will drop below 26%. At this time, foreign capital can continue to buy through the Shanghai -Shenzhen Exchange's account; if foreign capital holds it After the share ratio of more than 30%, all foreign capital buying channels are closed and can only be sold. The principle of selling for the excess of the excess is later, until the shareholding ratio is within 30%.

3 stocks encounter foreign investment restrictions

The latest data on the exchange shows that China Test Test (SZ300012, the stock price is 22.94 yuan, the market value is 38.550 billion yuan), Guanglianda (SZ002410, the stock price is 56.29 yuan, the market value is 67.07 billion yuan), and the Oriental Yuhong (SZ002271, a stock price of 48.09 yuan, a market value of 1211.6999999.69 100 million yuan) has been held by QFII, RQFII, Shanghai -Shenzhen Stock Connect investors over 28%, and reached the suspension of buying points specified by the exchange. As early as last week, the robot concept leader Eston (SZ002747, the stock price was 20.94, 20.94, 20.94 Yuan, market value of 18.203 billion yuan) has also been bought by more than 28%, but the proportion of foreign capital holdings this week has fallen to about 27%.

In addition to these four stocks, Huichuan Technology (SZ300124, stock price of 69.80 yuan, market value of 184.013 billion yuan), Qiaqia food (SZ002557, stock price 55.58 yuan, market value 28.179 billion yuan), national porcelain material (SZ300285, stock price 36.08 yuan, market value, market value Eight stocks, such as 36.217 billion yuan), pilot intelligence (SZ300450, shares of 67.50 yuan, market value of 105.554 billion yuan), were also bought by foreign capital to "warning points", and foreign investment accounted for more than 24%.

Many institutions said that foreign investment currently scanning A shares also shows that they are optimistic about long -term investment in A shares.

Wang Yan, the chief stock strategist of Morgan Stanley China, said recently that he is optimistic about the performance of A shares. First, because the loose policy cycle has been established; second, in the middle and long term, A -share investment opportunities are more concentrated in industries supported by policies such as IT, high -end manufacturing, and green environmental protection economy; third, China has recently announced personal pension In the long run, it will increase the participation of institutional investors in the A -share market.

"Copy operation" should pay attention to the fundamental aspect

However, being "burst" by foreign investment does not mean that this stock is worthy of buying domestic investors. For the investment direction of individual stocks, it still needs to pay attention to the company's reasonable valuation and fundamentals.

As early as 2019, the Great Laser (SZ002008, the stock price of 32.32 yuan, and a market value of 33.992 billion yuan) became the stock of Shenzhen -Hong Kong Stock Connect that was only "restricted". From February of that year, the proportion of foreign laser stocks in foreign investment continued to rise. At the beginning of the month, the number of QFII, RQFII, and Shenzhen Stock Connect investors held 302 million shares of A shares of Laser Laser trading, accounting for 28.38%of the company's total share capital, and was restricted to purchase. Judging from the performance of the Laser market outlook, in March of that year, it became a high point in the year of the Laser, and the stock price had a trend of shock adjustment in the later period.

Of course, in addition to the laser of the big clan, at the time, the high shareholding ratio of the foreign investment included the Midea Group (SZ000333, the stock price of 57.80 yuan, the market value of 404.430 billion yuan), and the Chinese test testing, and the Midea Group became the A -share of A shares from 2019 to 2020. share.

A private equity manager in Shenzhen told the reporter of "Daily Economic News": "From the perspective of the situation in recent years, the individual stocks bought by foreign capital are basically big white horses in the industry, so after a significant increase in holdings, even if they were bought, even if they were bought, they were bought. Restrictions do not mean that the stock will be sold by foreign capital. The final performance of individual stocks still follows its own fundamentals. As long as the valuation is low and the growth is fast, it is still the focus of funds. After the large proportion occupies the stock, investors need to consider the adjustment of the target and weight of the overseas international index. After all, after the purchase restrictions, the lack of foreign capital to continue buying space. This stock exists in the overseas index. "

Indeed, after the foreign investment restrictions to buy Great Laser in 2019, MSCI immediately eliminated the Laser of the MSCI China Union, and at the same time adjusted the weight coefficient of the group's weight.

Daily Economic News

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