密集研究和开放的两支海外融资基金涌入了A股市场！ _东方财富网

原始标题：深入研究，两次融资开放，海外资金涌入A股市场！

概要

[IntensiveresearchandopeningupofthetwofinancingoverseasfundsintotheA-sharemarket!AccordingtodatafromOrientalWealthChoicesincethefourthquarteratotalof110listedcompaniesinShanghaiandShenzhenhavereceivedintensiveQFIIsurveysincludingMorganStanleyFidelityFundsBlackRockBishengAssetsHanyaInvestmentWell-knownassetmanagementinstitutionssuchasBaringAssetsNomuraAssetManagementandSingaporeGovernmentInvestmentCoLtd(ShanghaiSecuritiesNews)

2020 will end soon, known as “smart money”QFIIAlready geared up to prepare for the layout of the A-share market next year.

According to statistics, since the fourth quarter,Share110 listingsthe companyQFII intensiveResearchThese varieties are most likely to be the focus of QFII’s 2021 layout. In addition, with the official launch of the QFII financing business, foreign “leveraged funds” will also flood the A-share market.

　　Intensive research on A-share listed companies

　　Oriental wealthChoice dataIt shows that since the fourth quarter, a total of 110 listed companies in Shanghai and Shenzhen have received intensive QFII surveys, includingMorgan Stanley、Fidelityfund、BlackRock, Bisheng Assets, Hanya Investment, Baring Assets, Nomura Asset Management, Singapore Government Investment Co., Ltd. and other well-known asset management institutions.

Specifically,Morgan StanleyCompany researchedSunlord Electronics、Pinwo Food、Tianrongxin、Goldwind Technology、Weining Health、ZTEWaiting for more than 30 companies;FidelityThe number of companies investigated by the fund has reached 28, includingChangchun High-techVeriSilicon,Mindray Medical、Inovance TechnologyEtc.; Singapore Government Investment Co., Ltd. investigatedOfo Environmental Protection、BYD、Zhou Dasheng、Sea star、Topband、ArowanaWaiting for 9 companies.

　　It can be seen that since the fourth quarter of 2020, QFII has been enthusiastic about investigating A-share listed companies, and the types of QFII investigations are most likely to be the focus of its layout in 2021. These listed companies are mainly distributed in consumption, medicine, technology, etc. field.

Excellent annual reportPerformanceIt is expected or an important driving force for frequent foreign investment research in the near future.With more QFII surveysInovance TechnologyAs an example, the company expects 2020Net profit1.808 billion to 2.284 billion, an increase of 90%-140%;BYD2020Net profitPre-increase 1.6 times to 1.85 times;Goertek2020 net profit is expected to increase by 1.15 times to 1.25 times;Mindray MedicalNet profit in 2020 is expected to increase by 30%-40%.

　　CICCResearch reportSaid that foreign investors generally prefer leading companies with large market capitalization and high profitability, and the quality of fundamentals or the basis for selecting stocks that are more important to foreign-funded institutions.

　　QFIIs are early adopters of two financial transactions

In terms of capital, foreign capital has also prepared sufficient “bullets.”According to the latest regulations, from December 29 this year, QFII can participate in the A-share marketMargin tradingThis is the first time for foreign investors to conduct such transactions.

December 28,CITIC SecuritiesAnnounced through official WeChat that the company successfully opened the first batch of margin trading and securities lending in the A-share market for QFII customerscreditAccount. Coincidentally, on December 29th,Guotai JunanSecurities stated that the company assisted large overseas institutional investors to complete the first QFII margin trading business in the A-share market.Start a businessboard,Science and Technology Innovation BoardAnd many other stocks.

Chinese peoplebankAccording to website data, as of the end of September 2020, the market value of domestic stocks held by overseas institutions and individuals was 2.75 trillion yuan.according toGuotai JunanAccording to securities estimates, the scale of stock assets held by overseas institutions and individuals accounts for about 5.5% of the market value of A shares. This ratio has increased substantially compared to a decade ago.

In the view of industry insiders, the opening of foreign margin financing and securities lending accounts not only means that more overseas funds are pouring into A shares.Trading beltDynamic market activity also indicated that the Chinese market is gradually opening up to foreign investors.

“FollowingShanghai-Shenzhen-Hong Kong Stock Connect, After the three major international indexes are included in A, the latest relaxation of QFII rules will further promote overseasCash flowInto.Foreign participation in Chinese domestic securitiesborrowThe loan market enhances the stock market’spriceDiscovery’ ability is crucial. “UBS China Global Financial Markets DepartmentSupervisorAnd the landlord who is in charge of the QFII business clearly stated.

Regarding the investment direction of next year, Value Partners Fund stated that in the context of the global epidemic development is not yet fully clear, China’s high-quality assets are attractive globally.Currently more optimisticthe InternetInvestment opportunities in sectors such as, medical and health, major consumption, education and advanced manufacturing, high-quality companies in these sectors have medium and long-term investment value.

“We continue to prefer the consumer industry, especially those companies that have the conditions to become potential beneficiaries of consumption recovery and consumption upgrades. As income continues to grow, China’s demand for high-quality goods and services is also increasing. We continue to be optimistic about those with strong franchise The domestic consumer industry with operating rights and pricing power, as well as companies that can seize market share and benefit from industry integration.” said Jiang Zhenghao, equity investment manager of Baring China.

(Source: Shanghai Securities News)

(Editor in charge: DF537)