Insight comes before people, data look at a shares! Summarize the main capital trends in the A-share market, uncover the capital flow in the north, and take stock of the dragon and tiger list, hot money intelligence and other important data, so that you can have an insight into the A-share opportunity in advance.
main funds:
74 shares were reduced by the main force by more than 100 million yuan, and Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) and were sold to the north
In terms of individual stocks, 1519 individual stocks received a net inflow of main funds today, of which 20 stocks received a net inflow of more than 100 million yuan; 74 shares were net sold by the main funds, exceeding 100 million yuan. The stocks with the largest net outflow of main funds are Sungrow Power Supply Co.Ltd(300274) , with a net outflow of 1.023 billion yuan; The top stocks in the net outflow of main funds are Sany Heavy Industry Co.Ltd(600031) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) , Wuliangye Yibin Co.Ltd(000858) , with net outflow amounts of 681 million yuan, 507 million yuan, 455 million yuan, 452 million yuan and 436 million yuan respectively.
on January 27, the net outflow of main funds from Shanghai and Shenzhen stock markets was 27.652 billion yuan, reducing positions in computer, electronic and electrical equipment
Statistics show that on January 27, the net outflow of main funds from Shanghai and Shenzhen markets was 27.652 billion yuan. From the industry level, the net purchase amount of main funds obtained from medicine, biology and mining ranked first, with 251 million yuan and 60 million yuan respectively. The net sales of computer, electronic and electrical equipment by the main funds ranked first, with 5.124 billion yuan, 3.787 billion yuan and 3.524 billion yuan respectively.
northbound funds:
northbound capital net sold 14.6 billion yuan Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) net sold more than 1.1 billion yuan
On January 27, northbound funds sold a net 14.624 billion yuan throughout the day, including 7.724 billion yuan for Shanghai Stock connect and 6.9 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Ping An Insurance (Group) Company Of China Ltd(601318) were net sold by 1.182 billion yuan, 1.139 billion yuan and 720 million yuan respectively. In terms of net purchases, Sungrow Power Supply Co.Ltd(300274) received a net purchase of 355 million yuan, Ganfeng Lithium Co.Ltd(002460) , Will Semiconductor Co.Ltd.Shanghai(603501) received a net purchase of 111 million yuan and 90 million yuan respectively.
20 shares such as Nari Technology Co.Ltd(600406) , Changchun High And New Technology Industries (Group) Inc(000661) were increased by more than 100 million yuan
Statistics show that on January 26, a total of 778 stocks received northward funds, and their holdings increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the increased positions, there are 20 shares with an increased market value of more than 100 million yuan, the largest is Nari Technology Co.Ltd(600406) , the latest holding is 785 million shares, an increase of 1.23% month on month, and the increased market value is 366 million yuan; The increased market value is large, and there are Changchun High And New Technology Industries (Group) Inc(000661) , Wuliangye Yibin Co.Ltd(000858) , Byd Company Limited(002594) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , China Merchants Bank Co.Ltd(600036) and other shares.
list of increasing positions of funds from the North: the shareholding of 29 shares increased by more than 30% month on month
Statistics show that as of January 26, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 104.831 billion shares, an increase of 290 million shares compared with the previous trading day.
In terms of the range of position increase, there are 29 stocks with a month on month increase of more than 30%, and the biggest month on month increase is Gepic Energy Development Co.Ltd(000791) . Land stock connect recently held 2.9924 million shares, with a month on month increase of 165.97%. Yesterday, the stock rose 2.56%, the whole day turnover rate was 2.60%, and the net outflow of main funds was 17.2756 million yuan; Followed by Chutian Dragon Co.Ltd(003040) , Fujian Green Pine Co.Ltd(300132) . The latest holdings of land stock connect were 901100 shares and 6528700 shares respectively, with a month on month increase of 140.79% and 110.08%, ranking second and third in the list of increased positions.
northbound capital reduces its holdings of stocks with a market value of more than 100 million yuan (with list)
Statistics show that on January 26, a total of 816 shares were reduced month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 232 shares had a market value of more than 10 million yuan, 24 shares had a market value of more than 100 million yuan, and Kweichow Moutai Co.Ltd(600519) had the largest market value. The latest holding was 90210600 shares, a month on month decrease of 0.29%, The market value of the reduction was 512 million yuan, followed by Huatai Securities Co.Ltd(601688) , Wuxi Apptec Co.Ltd(603259) , and the market value of the reduction was 219 million yuan and 208 million yuan respectively.
the proportion of 70 stocks holding circulating funds in the North exceeds 10%
Statistics show that as of January 26, 2318 shares were held by northbound funds, with a total shareholding of 104.831 billion shares and a total market value of 2.63 trillion yuan. According to the statistics of the proportion of shareholding, 45 shares hold more than 10% of the total share capital, and 70 shares hold more than 10% of the circulating shares.
16 shares increased their positions by more than 50% Gepic Energy Development Co.Ltd(000791) with the largest increase
Statistics show that as of January 26, a total of 778 stocks have been increased by land stock connect. Among them, there were 16 with a month on month increase of more than 50%, and Gepic Energy Development Co.Ltd(000791) had the largest month on month increase. Land stock connect recently held 2992400 shares, with a month on month increase of 165.97% over the previous trading day; There are also Chutian Dragon Co.Ltd(003040) , Fujian Green Pine Co.Ltd(300132) , Henan Yicheng New Energy Co.Ltd(300080) , Chn Energy Changyuan Electric Power Co.Ltd(000966) , Henan Jindan Lactic Acid Technology Co.Ltd(300829) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 182 million rush to raise Zhejiang Ausun Pharmaceutical Co.Ltd(603229) foreign capital net buys 4 shares and institutions net buys 17 shares
On January 27, Zhejiang Ausun Pharmaceutical Co.Ltd(603229) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net purchase of 182 million yuan on the third day. Data show that the stock closed within the daily limit, up 20.44% in the past three days. Huatai Rongchao business center, which ranks first in net capital flow, bought 148 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, Shandong Hi-Speed Road&Bridge Co.Ltd(000498) was the most bought, with a net purchase of 123 million yuan in three days. In addition, 17 shares were sold by institutions, and Guang Dong Fenghua Advanced Technology (Holding) Co.Ltd(000636) was sold the most, amounting to 187 million yuan.
block transaction:
on January 27, 118 block transactions occurred in 74 stocks in Shanghai and Shenzhen stock exchanges, with a total turnover of 2.68 billion yuan
On January 27, 118 block transactions occurred in 74 stocks in Shanghai and Shenzhen, with a total turnover of 2.68 billion yuan.
Among them, there were 48 block transactions in 32 stocks in Shanghai stock market, with a total turnover of 1.523 billion yuan; There were 69 block transactions in 41 stocks in Shenzhen, with a total turnover of 1.155 billion yuan. The Shanghai index closed at 3394.25 points, down 1.78%, with a turnover of 346.534 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, with a net purchase of more than 100 million yuan
Statistics show that on January 27, the business department net bought 623 million yuan of funds in the dragon and tiger list, of which 22 stocks were net bought and 24 stocks were net sold. The net purchases of many stocks were Zhejiang Ausun Pharmaceutical Co.Ltd(603229) , C Tongguan, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and so on. The net purchase amount accounted for 28.32%, 5.58% and 10.32% of the turnover on that day. In addition, the top stocks sold by the business department were Yunnan Nantian Electronics Information Co.Ltd(000948) , Shenzhen Emperor Technology Company Limited(300546) , Dongguan Winnerway Industry Zone Ltd(000573) respectively, and the net sales accounted for 7.76%, 6.36% and 7.57% of the turnover on that day.
two financial data:
the balance of two cities and two financial institutions decreased by 7.158 billion yuan
As of January 26, the balance of two financial institutions in Shanghai and Shenzhen was 1757.189 billion yuan, a decrease of 7.158 billion yuan compared with the previous trading day. Among them, the financing balance was 1657.558 billion yuan, a decrease of 7.297 billion yuan compared with the previous trading day; The balance of securities lending was 99.631 billion yuan, an increase of 139 million yuan over the previous trading day.
The net purchase of 12 shares financed exceeded 60 million yuan
Statistics show that on January 26, a total of 728 stocks were net purchased by financing, and 93 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 60 million yuan. Jingke energy's net purchase of financing ranked first, with a net purchase of 1.59 billion yuan on the same day; Individual stocks with net financing purchase amount exceeding 70 million yuan include Qinghai Salt Lake Industry Co.Ltd(000792) , Tianqi Lithium Corporation(002466) , Shanxi Meijin Energy Co.Ltd(000723) , China Vanke Co.Ltd(000002) , Zhejiang Jianfeng Group Co.Ltd(600668) , Huatai Securities Co.Ltd(601688) , Ping An Bank Co.Ltd(000001) .
financiers are optimistic about the purchase of 1 share, accounting for more than 30% of the transaction
Statistics show that on January 26, a total of 1869 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) were the top stocks, with a purchase amount of 645 million yuan; The purchase amount of China stock market news was 483 million yuan; Tianqi Lithium Corporation(002466) the purchase amount is 445 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of one individual share accounts for more than 30% of the transaction amount.
the financing balance of 8 science and Innovation Board shares such as Jiahe Meikang increased by more than 5%
Statistics show that on January 26, the financing balance of 146 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 8 shares increased by more than 5%. The largest increase in financing balance was Jiahe Meikang, with the latest financing balance of 124.6987 million yuan, a month on month increase of 20.46%; Other stocks with large increase in financing balance include Hangzhou Kelin Electric Co.Ltd(688611) , Jinguan Electric Co.Ltd(688517) , Dalian Haosen Equipment Manufacturing Co.Ltd(688529) , Zhangjiagang Guangda Special Material Co.Ltd(688186) , Zhejiang Heda Technology Co.Ltd(688296) .
fund data:
more than 600 million! A shares fell sharply, and the tide of self purchase of funds came! China Europe and Hua'an's latest move
The market fluctuated continuously, the public offering was firm and bullish, and took out the self purchase of "real gold and silver" to support the market. Fund Jun found that on January 26 alone, China Europe and Hua'an funds announced a large purchase of their own funds. According to incomplete statistics, since the beginning of 2022, as many as 22 fund companies have implemented self purchase or announced self purchase plans, and some company investment researchers and fund managers have subscribed or applied for new and old products, involving an amount of more than 600 million yuan.
IPO data:
since this year, 26 new shares have been issued, raising a total of 51.087 billion yuan
Statistics show that, based on the issuance date, as of January 27, a total of 26 companies have raised funds this year, with a cumulative amount of 51.087 billion yuan, and a single company raised an average of 2.043 billion yuan. In terms of districts, there are 16 companies with a fund-raising amount of more than 1 billion yuan, including 1 company with a fund-raising amount of more than 10 billion yuan, 8 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 1 company with a fund-raising amount of less than 500 million yuan.
