The United States’ foreign shareholding ratio hits a new high. Who will be the next buy hot stock

The United States’ foreign shareholding ratio hits a new high. Who will be the next “buy hot stock”
Come to Sina University of Finance and listen to Peng Daofu’s “Five Lectures on Super Long and In-depth Analysis of Leading Tactics” to reveal the best stock investment strategy for retail investors! Authoritative, in-depth, and practical financial information is here. Midea Group ‘s foreign shareholding ratio is at a new high, only 0 from the 28% “purchase limit line”.2 averages.  On January 13, the information disclosed on the official website of the Shenzhen Stock Exchange, as of January 10, foreign investors through QFII, RQFII, Midea Group shares held by Shenzhen Stock Connect accounted for the company’s total share capital.80%, a record high, further approaching the 28% “purchase limit line”.In addition, the foreign shareholding ratio tested by China Test also exceeded the 26% forecast line, reaching 26.19%.  As of this morning’s close, Midea Group reported at 60 yuan for the first time, approaching a level 60.Historical high of 8 yuan per pair.  Data source: These stocks of Wind have been bought and sold since 2019. Two stocks have reached the 28% upper limit stipulated in the Securities Exchange Implementation Rules for Qualified Foreign Institutional Investors and RMB Qualified Foreign Institutional Investors.It is a group of Han’s Laser and Midea.  Data source: Before this, Wind ‘s closed Shanghai-Hong Kong Stock Connect trading channel dates back to 2015. Shanghai Airport ‘s Shanghai-Hong Kong Stock Connect purchase channel was temporarily closed due to its overseas holdings of more than 28%.The first stock to temporarily suspend buying due to its overseas holdings exceeding the red line.  Data source: Wind According to the relevant regulations of the China Securities Regulatory Commission, the shareholding ratio of all foreign investors in the A shares of a delisted listed company shall not exceed 30% of the total shares of the listed company.  The Hong Kong Stock Exchange also has corresponding regulations: when foreign investors hold more than 28% of shares, they will suspend acceptance of buying until the total shareholding ratio drops below 26%; at the same time, if they exceed 30%, they will be forced to start sellingProcedure, according to the principle of “buy first, sell first” will sell more than part.  In addition, if a stock reaches the limit of 28% of foreign shares, there is no longer room for foreign investment, which violates the principle of “investable”.Relevant targets will be removed from the index system by MSCI, FTSE Russell and other international index compiling companies.Once it is removed, it needs to be observed and replaced at least (for example, MSCI needs to observe for 12 months) before considering whether to re-substitute the replacement.  How to go sustainable after buying explosion?  After reaching the upper limit of the 28% foreign shareholding ratio, the Hong Kong Stock Exchange only accepts selling orders but not buying orders. Investors cannot help worrying about whether this will affect performance?  Judging from previous cases, a buying explosion does not necessarily mean that the skyrocketing or profitable funds leave the market leading to a slump.After all, individual stock trends need to return to company fundamentals.  On March 5, 2019, Han’s Laser issued an announcement saying that due to the total overseas shareholding ratio of more than 28%, Shenzhen-Hong Kong Stock Connect will suspend accepting buying of the stock from March 5, 2019, and the selling order will still be blocked.accept.The following month, Han’s Laser continued to briefly re-establish a new stage high.  Surprisingly, Han’s laser performance suddenly changed its face only six months later.On the evening of July 12, 2019, Han’s Laser released the 2019 semi-annual results preview,天津夜网 which shows that the net profit attributable to shareholders of listed companies can replace 60% to 65%.  Subsequently, Han’s laser aging declined all the way, with a 20% decline over four trading days, and its market value evaporated by about 8 billion.The proportion of Han’s lasers held by foreign owners has dropped sharply. Data shows that on July 15, 2019, Han’s Lasers were sold at least 5 million shares by QFII, RQFII, and Shenzhen Stock Connect investors, accounting for 0 of the company’s total share capital.46%.  However, from the perspective of consecutive cycles, the forward trend of each stock still needs to return to the company’s fundamentals.  Shanghai Airport issued an announcement on May 19, 2015, reminding that the total foreign shareholding ratio reached a warning line of 28%.From 2015 to June 2018, the foreign 南京夜网 shareholding ratio of Shanghai Airport has hovered above the 26% forecast line for a long time.  From the general trend point of view, since May 19, 2015, Shanghai Airport has gradually increased by 195%, far outperforming the broader market.  In addition to the United States, Northbound funds also bought these first days of 2020, and Northbound funds clearly bought 101.47 trillion US dollars, a total of 343 net inflows for the seven trading days ended January 10.02 billion.  From the perspective of public trading information, Northbound Capital has begun to deploy A-share cyclic assets since the new year.  One of the most iconic is China Construction, a leader in the construction industry.From January 2nd to 10th, China’s building construction expanded by 5 degrees.16%.  During this period, the number of shares held by Northbound Capital increased from 8.6.6 billion shares increased to 10.9.9 billion shares, an increase of 27%; holding the stock market value from 48.6.6 billion to 64.8.3 billion yuan, an increase of 33%.The public transaction information from January 2 to 10 shows that the shareholding ratio of northbound funds of many cyclical stocks such as Jinshi Resources, Bio-Chem, Hailier, and Suzhou Longjie increased significantly.  In addition, Tianqi Lithium Industry related to new energy, Ganfeng Lithium Industry, Tongwei Shares related to the photovoltaic industry, Jidong Cement related to infrastructure construction, and Zhongnan Construction have all received sufficient capital to increase their positions since the New Year.  Although the progress in the expansion of A-shares by major index companies has temporarily come to an end, they have been excessive and continuously re-inserted into the market.Guosheng Securities analysis believes that the reason for the sustained growth of foreign investment in the near future is the easing of external disturbances and the recovery of risk appetite to accelerate the expansion of transnational emerging markets.