Foreign institutions pay close attention to planning: a share "into the Mount" will bring a period of nearly 40 billion dollars, or capital inflows

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Click to view the distance A shares formally incorporated into the MSCI (MSCI) Emerging Markets Index (Market referred to as "the Mount") less than a month remaining time, foreign institutions layout line A-share market once again become the focus。  According to the plan, MSCI will announce the details of the index into the A shares in May, June 1 formally implemented。With the A-share official "the Mount" node time is approaching, the parties are actively preparing for the market。  It is understood that the MSCI China A shares included 232 stocks included in the initial factor of 2.5%; September this year, into the factor increased to 5%, A shares accounted for the MSCI Emerging Market index heavy weights 0.8%。  JP Morgan Chase Bank director, general manager, Asia Pacific Vice Chairman Li Jing, said yesterday that from June 1 formally incorporated into the A-share MSCI Emerging Markets Index, international investors will invest A-share market has played a significant role in promoting。"I'm in a lot of international investors and the communication process understand that they are ready to proactively improve the allocation of shares in a Chinese market。"JP Morgan is expected, A shares included in MSCI will bring $ 6.6 billion in capital passive configuration MSCI China Index stocks covered by active configuration brings funds will be five times the passive configuration, that the overall allocation of funds for Chinese stocks will reach 40 billion US dollar。  According to a quarterly disclosure of information of shareholders, as of the end of the first quarter, QFII (qualified foreign institutional investors) positions of a total of 280 stocks。In terms of industries, QFII positions in stocks mainly in pharmaceutical biotechnology, chemical, transportation, electronics, machinery and equipment industries, where the largest number of pharmaceutical and biotech industry, there are 28 stocks, followed by chemical stocks, there are 22。  From the point of view QFII equity change, no change in the positions 72 stocks, 65 stocks reduction, New Unit 84, 59 shares holdings。New 84 stocks, 17 stocks were more than 10 million QFII positions。The largest number of shares of Construction Bank, the end of the first quarter QFII holdings reached number 1.3.4 billion shares, accounting for the proportion of tradable shares to 1.4%。There are a larger number of shares of China Southern Airlines, China Merchants ships, Chinese chemical, Granville shares, etc.。  From the position to see the market value of 28 stocks were more than billion QFII positions, positions remains the largest market capitalization Construction Bank, the end of the first quarter of QFII market value of up to 10 positions.3.7 billion yuan。Moreover Tiger medicine, UOB shares, China Southern Airlines and other positions are in the market value of 5 billion yuan, the market value of positions as well as the larger Shanxi Fen, Huadong Medicine, Granville shares, Eston, Metro Holdings and other。  59 increase holdings in 14 stocks were more than 10 million QFII holdings。The largest number of holdings of Baosteel, QFII holdings in the first quarter totaled 0.6.6 billion shares, accounting for the proportion of outstanding shares by shareholders holding 0.66%。CITIC Bank won QFII holdings 0.The proportion of the outstanding shares of 5.9 billion shares, accounting for up to shareholders holding 0.3%。Won a larger number of holdings as well as Qingdao Haier, South Africa media, LaSalle Bank, condenser technology, Hytera, etc.。  In addition to the QFII Shigekura, the north part of the stock has recently been eyeing funds。Most of these stocks are industry leaders, industry leaders such as liquor Maotai, Wuliangye, household appliances leading US group, the cement industry leading Conch Cement, the leading security industry Hikvision, the leading Hengrui Medicine pharmaceutical industry, tourism industry leaders such as China International Travel Service。  The financial performance of the 280 end of the first quarter of QFII positions in stocks, 34 stocks doubled net profit growth。In QFII focus on the layout, some stocks have been the first force, out of a separate rally。Excluding this year's listing of new shares, 39 stocks rose more than 20% during the year。  JP Morgan stressed that deepen the capital market reform and opening up China's financial industry to expand the current round of opening up an important part of deepening the reform and further opening up of China's capital market will attract more global investors to enter the Chinese market, we believe China long-term capital market is still promising。With the accelerated pace of opening up the Chinese market, global investors are deeply involved in the Chinese market shows unprecedented interest, and also the development of the Chinese market confidence, they are willing to invest not only through the channels of stocks, bonds, etc., are particularly concerned about China in the non-listed Internet companies, science and technology, new energy, automotive and other industries development。  Foreign institutions share key layout of exposure!  A shares from formally incorporated into the MSCI Emerging Markets Index less than a month remaining time, foreign institutions or Jiangzai route layout A shares into the market focus。  According to the plan, MSCI will announce the details of the index into the A shares in May, June 1 formally implemented。With the A shares into the Moroccan official time node is approaching, market parties are ready。  According to a quarterly disclosure of information of shareholders, as of the end of the first quarter, QFII positions of a total of 280 stocks。In terms of industries, QFII positions in stocks mainly in pharmaceutical biotechnology, chemical, transportation, electronics, machinery and equipment industries, where the largest number of pharmaceutical and biotech industry, there are 28 stocks, followed by chemical stocks, there are 22。  New QFII holdings of equity changes QFII 143 shares from the point of view, no change in the positions 72 stocks, 65 stocks reduction, New Unit 84, 59 shares holdings。  New 84 stocks, 17 stocks were more than 10 million QFII positions。The largest number of shares of Construction Bank, the end of the first quarter QFII holdings reached number 1.3.4 billion shares, accounting for the proportion of tradable shares to 1.4%。There are a larger number of shares of China Southern Airlines, China Merchants ships, Chinese chemical, Granville shares, etc.。  From the position to see the market value of 28 stocks were more than billion QFII positions, positions remains the largest market capitalization Construction Bank, the end of the first quarter of QFII market value of up to 10 positions.3.7 billion yuan。Moreover Tiger medicine, UOB shares, China Southern Airlines and other positions are in the market value of 5 billion yuan, the market value of positions as well as the larger Shanxi Fen, Huadong Medicine, Granville shares, Eston, Metro Holdings and other。  59 increase holdings in 14 stocks were more than 10 million QFII holdings。The largest number of holdings of Baosteel, QFII holdings in the first quarter totaled 0.6.6 billion shares, accounting for the proportion of outstanding shares by shareholders holding 0.66%。CITIC Bank won QFII holdings 0.The proportion of the outstanding shares of 5.9 billion shares, accounting for up to shareholders holding 0.3%。Won a larger number of holdings as well as Qingdao Haier, South Africa media, LaSalle Bank, condenser technology, Hytera, etc.。  These are north QFII Awkwardness QFII funds eyeing addition to being heavily loaded, but some stocks funds recently been eyeing north。Data show that over the past month (excluding today), 13 stocks were more than billion of funds north。Not difficult to see, most of these stocks are industry leaders, industry leaders such as liquor Maotai, Wuliangye, household appliances leading US group, the cement industry leading Conch Cement, the leading security industry Hikvision, the leading Hengrui Medicine pharmaceutical industry, tourism industry leaders China International Travel Service, etc.。  The most popular is north of funds Moutai, won nearly a month net capital inflow of 31 north.6.1 billion yuan。Followed Wuliangye net inflows won 30 north.3.5 billion yuan。  34 stocks in the first quarter net profit doubled growth performance aspects, QFII and which highlights the key layout of shares?Data show that the end 280 above a quarter QFII positions stocks, 34 stocks net profit doubling。  The largest increase was net profit evergreen, profitable company in the first quarter 2.2.5 billion, an increase of 33 over the previous year.59 times, mainly due to significant increase in performance in the reporting period of cement, concrete products business sales increased from a year earlier, sales prices rose sharply。  Property stocks Tande quarter profit 0.8.6 billion yuan, an increase of 8 over the previous year.98 times。Commercial trade shares Hualian quarter profit 0.3.1 billion yuan, an increase of 8 over the previous year.53 times。Net profit growth as well as higher Tianmu Pharmaceutical, Metro Holdings, cloud coal energy, heaven-sent material, Taiji Group。  Shenma shares during the year rose to lead the standings in the QFII focus on the layout, some stocks have been the first force, out of a separate rally。Data show that removing the listing of new shares this year, 39 stocks rose more than 20% during the year。  Shenma shares during the year rose 68.99% lead, today's stock trading, the stock hit a new high of nearly a year, Japan?Line to close the four with positive, showing long and arranged, a first quarter profit.0.2 billion yuan, an increase of 119 over the previous year.82%, the amount has exceeded last year's profit。  Now Fei Kaida during the year rose 59.35% behind Shenma shares, its performance is mediocre, the stock rose to its implementation closely related Gaosongzhuan。The company in 2017 profit distribution plan: for every 10 shares increase by transferring shares and cash dividends 0 7.9 yuan。  QFII Shigekura Fund Code Short theme for nearly a year fee revenue operations 51,977,262.41% 1.50% 0.15% 00,053,147.1 27%.50% 0.15% 00,128,138.1 55%.50% 0.15% 00,111,237.1 29%.1 50%.50% 04,000,827.1 45%.50% 0.15% Source: Data, Galaxy Securities, as of date: May 7, 2018 (Original title: A shares "the Mount" imminent foreign institutions to step up the layout) (Editor: DF383)

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