The electrical equipment industry has become a public fund’s favorite north capital in the third quarter and the consumer sector.
Original title: The electrical equipment industry has become the disclosure of the Foundation of the Fund of Public Employment Fund, and the domestic public fund fund will continue to reduce the consumption and pharmaceutical sector in the third quarter, and further turn the theme of electric vehicles / new energy, and the middle and upper reachao material stocks. The largest sectors of the plus range amplitude in the third quarter are chemicals, non-ferrous metals, electrical equipment and securities, which are rising from the same respectively, and with a percentage point. On the other hand, the largest plate of the public fundamental place is a beverage manufacturing (liquor), electronics, biological products and banks, and the arrangement is reduced by a percentage, and a percentage point. Meng Lei, a strategy analyst, pointed out that the sector configuration of the public fund funds and the industry weight of the Shanghai and Shenzhen 300 index, the electrical equipment replaced the beverage manufacturing has become a pre-equipped sector in the second quarter of this year, and the super-proportion is three The quarter continued to expand. In addition, the super – proportion of the public fundamental material stocks has continued to rise in a row of consecutive quarters, and close or beyond the historical high of the past decade. On the other hand, the high-level proportion of the public funds to the white horse consumption pharmaceutical sector continues to slip, and the super-proportion of the beverage manufacturing and medicine has fallen to the middle of 2020 and the 2017 level. At the same time, although the supervision of the Internet industry is strengthened, the funds on the north have not been significantly affected, and the land shares in the third quarter of the third quarter of the net inflow of 68.2 billion yuan (net inflow of net inflow in the first half of the year).
From the perspective of the industry, the new energy and manufacturing of Northern Investors have shown that their views on hot topics are similar to the domestic public fund funds.
However, it is different from domestic public fundamenters that north, in the third quarter, in the third quarter, with a small increase in material segments, and increase the consumer sector during the low. Meng Lei believes that the recent market overall sustaining situation, investors are looking forward to the macroeconomic policy.
It is recommended to increase consumption and reduce material. The main reason for the relatively weak consumer sector in the first three quarters of this year is that its profit growth has contrast in the context of the economic comprehensive recovery; but with the overall profit growth, it has stable due to the slowdown of economic recovery and the second half of the year. Long-term growth prospects and valuation have been significantly retraffled by profitability and high visibility, it is expected to return to market focus. Considering that some of the raw materials in recent raw materials are large fluctuations or even fall, they are expected to enter the four-quarter public fundamental fund or will reverse the operation of the rendering of the revenue material to reduce the consumption. (Responsible: Yan Yuan, Xuan Zhaoqiang) Sharing let more people see.