Northbound funds report large buy orders: China Yangtze Power suffered a net sell-out of 1.72 billion yuan.
On June 14th, the northbound funds net sold 4.735 billion yuan for the whole day, marking the fourth consecutive day of net selling.
The issue of new energy electrical utilities consumption is inevitable, and virtual power plants are expected to open a market worth hundreds of billions.
At the 2024 Shanghai International Carbon Neutrality Expo opened on June 5th, the first residential virtual power plant 2.0 platform in the country was unveiled at the Huangpu District booth. Citic Securities released research reports, expecting the overall capacity of virtual power plants to reach 72.3 billion yuan by 2025, and their market space could reach 196.1 billion yuan by 2030.
According to the data analysis, for 16 consecutive days, Northbound capital has increased its stake in China Yangtze Power, and the activity of first-tier gaming companies continues to freeze.
China Yangtze Power ranked first with a net buy of 434 million yuan in the top ten transactions of Shanghai and Shenzhen stock connect. The stock has been a net buy for 16 consecutive trading days. Short-term capital activity is still low, with only Shanghai Belling Corporation, Ltd. receiving a first-tier institutional investor's net buy of over 20 million yuan today.
[Data review] First-tier tourism activity has rebounded, and the net purchase of Guangxi Energy is 135 million in institutional seats
① Northbound Capital made a net purchase of $3.399 billion today. ② Institutional seats are less active today. Apart from the net purchase of Guangxi Energy of 135 million yuan; the net purchase of Dalian Thermal Power, which is the second largest, is only 16.09 million.
【数据看盘】北向资金连续6日加仓长江电力 IC、IM期指多头大幅加仓
①今日盘中再创历史新高的长江电力获北向资金净买入超5亿,该股已连续6个交易日获净买入。 ②IC主力合约多头加仓超千手,空头小幅减仓;IM主力合约多头加仓超4000手,加仓数量明显大于空头。
In order to meet regulatory requirements, Shenzhen Energy Finance plans to withdraw from Huatai Insurance's shareholder list, and several finance companies are intensively “selling off” financial shares
① Huatai Insurance announced that Shenzhen Energy Finance plans to transfer all of its shares, and Shenzhen Energy will take over the shares; ② Shenzhen Energy stated that the share transfer was to meet the regulatory requirement that “finance companies are not allowed to invest in financial institutions and enterprises”; ③ several other finance companies are listing to transfer their shares in financial companies. The phenomenon of regulation forcing finance companies to withdraw from financial enterprises is prominent.