cryptogamesdownload| 3 shares increased positions by more than 36 million shares! Go north to increase capital positions in this industry

According to data treasure statisticscryptogamesdownload, the industry with the highest increase in capital positions in the north this week is light industry manufacturing, and the real estate industry has increased positions for five consecutive weeks. Sophia (002572) has become the company with the highest increase in capital holdings in the light industry, and its performance slightly exceeded expectations. The household products industry is highly correlated with the real estate market, and many institutions are optimistic about the investment opportunities brought by the valuation restoration of the home furnishing sector. The real estate industry has received additional positions from the north for five consecutive weeks, and the valuation of the sector may be gradually repaired following the implementation of policies.

It is recommended to pay attention to state-owned enterprises and real estate enterprises with the ability to shape improved products. Poly Development, China Merchants Shekou (001979), and Xinhu Zhongbao (600208) are the top three in the number of shares increased by Beijing Capital in the past five weeks. Poly Development's performance in the first quarter of 2024 was stable, and Changjiang Securities (000783) believed that the company's valuation was expected to be repaired. At the same time, Beishang Capital increased its holdings of 9 real estate stocks for four consecutive weeks, among which Beichen Industrial and Suzhou High-tech (600736) performed outstandingly. As an investment and operation enterprise in emerging industries, Suzhou High-tech has stable business and made progress. Judging from the performance of the secondary market, the cumulative gains of the above stocks this week were all positive.

Stock name Sophia plate name Household light industry Keywords North Capital, household goods, real estate bearish (bearish) The light industry manufacturing industry ranks first in the amount of capital increase from the north this week. The household goods industry has a high correlation with the real estate market, and favorable policies are expected to drive demand growth. Data 丨3 shares increased positions by more than 36 million shares! Capital from Beijing has increased positions in this hot industry for five consecutive weeks, and these stocks have received risk warnings for four consecutive weeks.cryptogamesdownload: The above content is only the author or guest's opinion and does not represent any position of Hexun, and does not constitute any investment advice related to Hexun. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers when necessary. Hexun strives but cannot confirm the authenticity, accuracy and originality of the above content, and Hexun makes no guarantee or commitment in this regard.