Is the A+H share market a wealth code? The rise rate in the past 5 days reached as high as 77%, with Shandong Molong Petroleum Machinery soaring over 80%.
The recent rise of Hong Kong stocks A+Listed in Hong Kong is the result of valuation repair, policy support, and capital inflow resonance. Institutions generally believe that Hong Kong stocks still have investment value, but it is necessary to select symbols carefully and pay attention to profit certainty. Investors can reference the trends of Southbound capital and changes in AH premiums, adjusting the strategy dynamically according to their own risk preferences.
【Data Viewing】China Southern CSI 1000 ETF trading volume surged, Institutions continuously reduced their holdings in Aerospace South Lake.
① The trading volume of several CSI 1000 Index and 500ETF has significantly increased, with the 1000ETF (159629) experiencing a 336% increase in trading volume compared to yesterday. ② The Defense stock Aerospace Nanhu was sold by three Institutions for 0.216 billion, and this stock was also sold by three Institutions for 0.143 billion yesterday.
20CM limit up! The Defense stock Aerospace South Lake has reached a historical high. Several public Funds have newly entered or increased their Shareholding in the first quarter.
From April 29 to May 8 this year, the stock price of Aerospace Nanhu has risen for five consecutive days, with a total increase of 38.48%. On May 8, its stock price reached a historic high since the company listed on the Star on May 18, 2023; In the list of the company’s top ten circulating Shareholders, several public Funds have newly entered or increased their Shareholding in the first quarter of this year, while several individual investors have exited the top ten circulating Shareholders list.
[Data Observation] The IM futures index bears have significantly decreased their positions while Institutions and speculative funds are engaged in fierce competition against AVIC Chengfei.
① The Block Orders of the IM futures contract saw a reduction of nearly 8,000 contracts, with the reduction amount significantly greater than that of the long positions. ② Among the popular stocks in the Military Industry, AVIC Chengfei received a total purchase exceeding 0.4 billion from four speculative trading seats, while facing a total sale of 0.23 billion from two speculative trading seats, and was also sold 0.212 billion by one Institution.
The market's long and short game has entered a phase of intense competition, and in the short term, it may continue to rotate around the three hot directions of chemicals, Siasun Robot&Automation, and AI.
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The low-altitude sightseeing routes in Shenzhen are gaining popularity, and the low-altitude economy Industry Chain is expected to accelerate the commercialization process.
① According to reports, during the Labor Day holiday, CHINA TELECOM, in collaboration with China Merchants Shekou Industrial Zone Holdings and Citic Offshore Helicopter, successfully launched the first flight of the "Aerial View of Shekou" helicopter sightseeing route in the Qianhai-Shekou low-altitude economic pilot zone. ② According to predictions by the Civil Aviation Administration of China, the low-altitude economic market in our country is expected to reach 1.5 trillion yuan by 2025, and is expected to reach 3.5 trillion yuan by 2035.