1uparcadegames| The highest increase in positions exceeded 270 million shares, and funds from the north increased positions in this industry for five consecutive weeks! Doubled positions bought for four consecutive weeks were released

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Environmental protection this week received northward funding to increase the position by more than 9%.

Capital going northward for five consecutive weeks to increase positions in the non-ferrous metals industry

According to data Bao of the Securities Times, northward Capital increased its positions in 18 emergency industries this week (May 6-10), excluding the latest holdings of less than 500 million shares.1uparcadegamesAfter the industry, the number of positions in 11 industries increased by more than 1% month-on-month, with the most significant increase in the environmental protection industry, up from 6% at the end of last week.1uparcadegames.9.9 billion shares increased to 7.1uparcadegames.6.3 billion shares, an increase of 9.1%.

Guosheng Securities said that according to Guosheng's environmental protection portfolio, the overall operating income of the environmental protection industry in 2023 was 360.94 billion yuan, a growth rate of 5.4%.1uparcadegamesThe net profit is 22.05 billion yuan, a growth rate of 0.9%. Among them, energy conservation achieved a growth rate of 1725.5%, water treatment achieved a growth rate of 211.9%, and profitability increased rapidly. And the performance in the first quarter of 2024 continued to be strong, with operating revenue up 4.8% year-on-year and home net profit up 8.2% year-on-year. In the future, with the recovery of the industry and the continuous introduction of policies, environmental protection segments are expected to usher in new opportunities to accelerate the release of growth momentum.

From the perspective of individual stocks in the environmental protection industry, Xingrong Environment received the highest intensity of northward capital increase this week (the proportion of northward capital holdings accounted for tradable shares), reaching 1%.

Xingrong Environment is a leading integrated service provider of water and environmental protection in China, mainly engaged in tap water production and supply, sewage treatment, reclaimed water utilization, sludge disposal, landfill leachate treatment and garbage incineration power generation. In 2023, the company achieved revenue of 8.087 billion yuan, an increase of 5.99% over the same period last year, and its net profit was 1.843 billion yuan, an increase of 13.97% over the same period last year, mainly due to the incremental benefits of water production and sale, sewage and sludge disposal, landfill leachate treatment, garbage incineration and power generation. In the first quarter of 2024, the company achieved revenue of 1.846 billion yuan, an increase of 16.7% over the same period last year, and a net profit of 457 million yuan, an increase of 20.55% over the same period last year.

Changjiang Securities said that Xingrong Environment is mainly operating business, with steady accumulation of performance and growth, and good cash flow, which is the target of high-quality absolute income. The company is expected to return to its parent net profit of 2.14 billion yuan in 2024, an increase of 16.1% over the same period last year. Maintain the "buy" rating. The recent strong performance of the unit, the monthly K-line has been 6 consecutive positive.

For a long time, the capital going northward has increased its holdings in the non-ferrous metals industry for five consecutive weeks. Among them, Tongling Nonferrous ranked first in the number of capital holdings by going northward, with the number of shares increased by 577 million shares from 298 million shares five weeks ago, to 279 million shares. The company's revenue in the first quarter of 2024 was 32.72 billion yuan, down 4.71% from the same period last year, while the non-return net profit was 1.1 billion yuan, an increase of 52.59% over the same period last year.

Southwest Securities said that the manufacturing inventory growth rate in China and the United States rebounded at the bottom, and the switch from the destocking cycle to the replenishment cycle is expected to lead to a cyclical rebound in demand. The switch in the Fed's monetary cycle is expected to drive the dollar index and US bond yields down, helping to boost the financial nature of copper. In the long run, the copper supply disturbance intensified, the supply growth rate moved down year by year, the demand benefited from the high demand for new energy, the gap between copper supply and demand showed a magnifying trend, low inventory became the new normal, and the fundamentals supported the upward trend of copper price center.

The capital going northward bought 24 shares for 4 consecutive weeks and its position doubled.

According to Databao statistics, excluding stocks that held less than 1 million shares four weeks ago, funds going northward increased their holdings by 24 shares for four consecutive weeks and doubled their positions.

The proportion of soft control shares changed the highest, reaching 292.88%, and the number of shares increased to 22.5458 million shares from 5.7386 million shares four weeks ago. The company's main business is the R & D and manufacture of tire and rubber equipment and systems, and a relatively complete product chain has been formed. it can provide intelligent equipment and system software services for tire batching, mixing, Calendering, cutting, molding, vulcanization and testing. The company's revenue in the first quarter of 2024 was 1.464 billion yuan, an increase of 22.61% over the same period last year, and its net profit was about 68.42 million yuan, an increase of 266.90% over the same period last year.

Judging from the performance of the secondary market, most of the 24 shares rose in the past month, with Dahao Technology leading the way.

Dahao Technology mainly focuses on the field of information technology, including intelligent equipment electronic control system and related products, intelligent factory cloud platform system, customized development of information security hardware and network communication hardware and platform integration services. In 2023, the company achieved revenue of 2.033 billion yuan, an increase of 27.22% over the same period last year; net profit of 397 million yuan, an increase of 15.61%; and revenue of 643 million yuan in the first quarter of 2024, an increase of 50.7% over the same period last year, deducting 143 million yuan of non-return net profit, an increase of 101.48% over the same period last year.

In addition, Dingxin Communications (rights protection), Rock shares (rights protection), Jinlei shares, Vico Technology and other stocks have fallen in varying degrees, of which Vico Technology has received northward funds to increase its position most significantly, with the proportion of shares changing by 162.87% in the past four weeks.

Disclaimer: all the information content of Databao does not constitute investment advice, the stock market is risky, investment should be cautious.