一图看懂北向资金：上半年日均成交额较去年增14% 电力设备仍为第一大重仓板块

Core Insights - The average daily trading volume of northbound funds in the first half of the year increased by 14% compared to last year, with a significant focus on the power equipment sector, which remains the largest holding sector [1][8][18]. Summary by Category Northbound Fund Holdings - The current market value of northbound funds is 2.29 trillion yuan, an increase of 532 billion yuan (2.4%) from the end of the first quarter and an increase of 855 billion yuan (3.9%) from the end of last year [4][5]. - The number of shares held by northbound funds is 1.235 billion, up by 38 million shares (3.2%) from the end of the first quarter and up by 3 million shares (0.2%) from the end of last year [6][7]. Sector Performance - The banking, automotive, and electronics sectors saw significant increases in northbound fund holdings, while the household appliances, public utilities, and food and beverage sectors experienced substantial declines [10][11][18]. - The top sectors by market value of northbound fund holdings are as follows: - Power Equipment: 2,814.63 billion yuan - Banking: 2,541.68 billion yuan - Electronics: 2,330.23 billion yuan - Food and Beverage: 1,915.62 billion yuan [19][21]. Notable Stocks - In the first half of the year, stocks such as BYD, China Merchants Bank, and Northern Huachuang saw their northbound holdings increase by over 10 billion yuan [22]. - Conversely, stocks like Kweichow Moutai, Midea Group, and Haier Smart Home experienced significant declines in their northbound holdings [23][26]. Quarterly Trends - In the second quarter, the banking, non-bank financial, and pharmaceutical sectors showed notable increases in northbound fund holdings, while the food and beverage, household appliances, and machinery sectors saw considerable declines [15][16]. - The top stocks with the largest increases in northbound holdings in the second quarter include Ningde Times, Hengrui Medicine, and Dongpeng Beverage [25]. Market Dynamics - The daily average trading volume of northbound funds reached 1,704 billion yuan in the first half of the year, reflecting a growth of 13.5% compared to the previous year's daily average of 1,501 billion yuan [8][9].