Net buying of northbound funds hits a new high, and the battery industry becomes a popular investment target

According to the latest data, northbound funds made substantial net purchases of more than 32.8 billion yuan last week, setting a new high for the year. Among them, one of the key industries to increase holdings is the battery industry, with a net purchase amount of more than 5.5 billion yuan.

Shenwan first-level industry classification

According to Shenwan's first-level industry classification, the automobile, food and beverage, non-ferrous metals, environmental protection, trade and retail sectors were among the top gainers last week. On the contrary, coal, petroleum and petrochemicals, household appliances, banks, and public utilities were among the top decliners.

21 Investment Pass Intelligent Monitoring

According to 21 Investment Pass Intelligent Monitoring,…

Northbound capital investment strategy

In the investment strategy of the past week, northbound funds have significantly increased their holdings in the battery industry, showing their optimism for this industry. At the same time, sectors such as automobiles and food and beverages are also favored.

• The automobile industry benefits from consumption upgrades and support from new energy vehicle policies.
• The food and beverage industry has benefited from consumption upgrades and healthy lifestyles.
• The non-ferrous metal sector is affected by the rebound in demand in the international market.

Future Investment Outlook

As the global economy gradually recovers, investors' confidence in the Chinese market is gradually increasing. The movement of northbound funds will also become the focus of market attention. Investors should pay close attention to the dynamics of relevant industries and make adjustments to their investment strategies.