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:
strong stocks tracked the net inflow of main funds into 58 stocks for 5 consecutive days
Statistics show that as of the closing on January 28, a total of 58 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. China Mobile ranked first in terms of net capital inflow for 13 consecutive days; Liqun Commercial Group Co.Ltd(601366) for 12 consecutive days, the net inflow of main funds ranked second. In terms of the total size of the net inflow of main funds, China Mobile has the largest net inflow of main funds, with a cumulative net inflow of 2.973 billion yuan for 13 consecutive days, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) followed by a cumulative net inflow of 624 million yuan for 7 days.
strong risk aversion before the festival! The main funds of the two cities had a net outflow of 137.4 billion yuan this week
This week, the main funds of Shanghai and Shenzhen stock markets had a net outflow of RMB 1373.91 billion, including a net outflow of RMB 63.024 billion on Tuesday, with the largest amount of net outflow. This week, Shenwan 28 industries showed a net outflow, of which the net outflow amount of electrical equipment, leisure services and other industries was relatively small.
on January 28, the net outflow of main funds in Shanghai and Shenzhen was 7.071 billion yuan, reducing positions in food and beverage, banks and non bank finance
Statistics show that on January 28, the net outflow of main funds in Shanghai and Shenzhen was 7.071 billion yuan. From the industry level, the net purchase amount of the main funds of commercial trade, medicine and biology, agriculture, forestry, animal husbandry and fishery ranked first, with 2.029 billion yuan, 1.295 billion yuan and 759 million yuan respectively. Food and beverage, banking and non bank finance were among the top in terms of net sales of main funds, with 1.592 billion yuan, 1.365 billion yuan and 1.242 billion yuan respectively.
northbound funds:
the net outflow of northbound funds exceeded 10 billion yuan for two consecutive days, and the dragon and tiger list institutions scrambled to raise 12 shares
The transaction volume of northbound capital today was 113.018 billion yuan, with a net sales of 12.466 billion yuan, and a net sales of more than 10 billion yuan for two consecutive trading days. Among them, the Shanghai Stock connect sold a net 8.321 billion yuan and the Shenzhen Stock connect sold a net 4.145 billion yuan. In terms of active individual stocks, northbound funds bought Sungrow Power Supply Co.Ltd(300274) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Yunnan Energy New Material Co.Ltd(002812) , Citic Securities Company Limited(600030) with net purchase amounts of 490 million yuan, 133 million yuan, 49 million yuan and 29 million yuan respectively. The net sales of northbound funds are Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , Ping An Insurance (Group) Company Of China Ltd(601318) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Bank Co.Ltd(000001) .
Five shares, including Sungrow Power Supply Co.Ltd(300274) were increased by more than 100 million yuan
Statistics show that on January 27, a total of 545 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 5 shares with an increased market value of more than 100 million yuan, the largest is Sungrow Power Supply Co.Ltd(300274) , the latest holding is 175 million shares, an increase of 1.78% month on month, and the increased market value is 339 million yuan; The market value of increased holdings is relatively large, as well as Hundsun Technologies Inc(600570) , Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) , Ganfeng Lithium Co.Ltd(002460) , Pharmablock Sciences (Nanjing) Inc(300725) and other shares.
28 shares were increased by more than 50 million yuan
Statistics show that on January 27, the shareholding of 545 shares increased month on month compared with the previous trading day. Based on the number of increased shares and the closing price of the day, among the increased positions, there are 28 shares with an increased market value of more than 50 million yuan. The largest increase in market value is Sungrow Power Supply Co.Ltd(300274) , the latest holding is 175 million shares, an increase of 1.78% month on month, and the increased market value is 339 million yuan, followed by Hundsun Technologies Inc(600570) Suzhou Maxwell Technologies Co.Ltd(300751) , the market value of increased holdings was 149 million yuan and 135 million yuan respectively.
20 shares increased their positions by more than 30% Chn Energy Changyuan Electric Power Co.Ltd(000966) with the largest increase
Statistics show that as of January 27, a total of 545 stocks have been increased by land stock connect. Among them, there were 20 companies whose holdings increased by more than 30% month on month, and Chn Energy Changyuan Electric Power Co.Ltd(000966) was the largest month on month increase. Land stock connect recently held 3089300 shares, with a month on month increase of 187.08% over the previous trading day; There are also Ningbo Baosi Energy Equipment Co.Ltd(300441) , Jilin Chemical Fibre Co.Ltd(000420) , Shenzhen Yitoa Intelligent Control Co.Ltd(300131) , Client Service International Inc(300663) , Marssenger Kitchenware Co.Ltd(300894) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 335 million rush to raise Ningbo Orient Wires & Cables Co.Ltd(603606) foreign capital net buys 3 shares and institutions net buys 13 shares
On January 28, Ningbo Orient Wires & Cables Co.Ltd(603606) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 335 million yuan in the three days. Data show that the stock rose 9.2% during the day and 21.39% in the past three days. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 13 were net bought by the institution, Ningbo Orient Wires & Cables Co.Ltd(603606) was the most bought, with a net purchase of 446 million yuan in three days. In addition, 9 shares were sold by institutions, and Lianchuang Electronic Technology Co.Ltd(002036) was sold the most, amounting to 41.1252 million yuan.
block transaction:
on January 28, 90 block transactions occurred in 50 stocks in Shanghai and Shenzhen, with a total turnover of 1.063 billion yuan
On January 28, 90 block transactions occurred in 50 stocks in Shanghai and Shenzhen, with a total turnover of 1.063 billion yuan. Among them, there were 42 block transactions in 21 stocks in Shanghai stock market, with a total turnover of 773 million yuan; There were 46 block transactions in 27 stocks in Shenzhen, with a total turnover of 286 million yuan. The stock index closed at 3361.44 points, down 0.97%, with a turnover of 353.775 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of three stocks exceeded 100 million yuan
Statistics show that on January 28, the business department bought a net 268 million yuan of funds in the dragon and tiger list, of which 28 stocks were bought and 17 stocks were sold. The net purchases of more stocks were Andon Health Co.Ltd(002432) , Shenzhen Mason Technologies Co.Ltd(002654) , Wutong Holding Group Co.Ltd(300292) and so on, and the net purchase amount accounted for 2.91%, 24.58% and 16.01% of the turnover on that day. In addition, the top stocks sold by the business department were Beijing Cuiwei Tower Co.Ltd(603123) , North Industries Group Red Arrow Co.Ltd(000519) , Jc Finance & Tax Interconnect Holdings Ltd(002530) respectively, and the net sales accounted for 10.54%, 18.25% and 3.87% of the turnover on that day.
fellow villagers, don't go! Many companies quickly "copy the bottom"! China Telecom Corporation Limited(601728) major shareholders paid 500 million and the actual controllers of China Mobile increased their holdings by 1.5 billion
On January 27, China Telecom Corporation Limited(601728) disclosed measures to stabilize the stock price because the stock price broke net for 20 consecutive days: the controlling shareholder China Telecom Corporation Limited(601728) group plans to increase its holdings of the company by no less than RMB 500 million within 12 months from January 28, 2022. China Mobile also issued an announcement on the progress of the actual controller's increase in the company's shares. From January 21 to January 27, the cumulative increase was about 1.509 billion yuan, accounting for about 3% of the company's issued A-shares. At the same time, a number of listed companies issued repurchase progress announcements to show their confidence in the company's future with practical actions.
two financial data:
the balance of two cities and two financial institutions decreased by 13.517 billion yuan
As of January 27, the balance of two financial institutions in Shanghai and Shenzhen was 1743.672 billion yuan, a decrease of 13.517 billion yuan compared with the previous trading day. Among them, the financing balance was 1648404 million yuan, a decrease of 9.154 billion yuan compared with the previous trading day; The balance of securities lending was 95.268 billion yuan, a decrease of 4.363 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of three shares, accounting for more than 30% of the transaction
Statistics show that on January 27, a total of 1871 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) were the top stocks, with a purchase amount of 859 million yuan; Kweichow Moutai Co.Ltd(600519) the purchase amount is 631 million yuan; Tianqi Lithium Corporation(002466) the purchase amount is 580 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of three individual shares accounts for more than 30% of the turnover.
The net purchase of 12 shares financed exceeded 50 million yuan Citic Securities Company Limited(600030) and the net purchase was the most
Statistics show that on January 27, a total of 712 stocks were net purchased by financing, and 106 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 50 million yuan. The net purchase amount of Citic Securities Company Limited(600030) financing ranked first, with a net purchase of 231 million yuan on the same day; Individual stocks with a net financing purchase amount of more than 80 million yuan include Longi Green Energy Technology Co.Ltd(601012) , Ping An Insurance (Group) Company Of China Ltd(601318) , Qinghai Salt Lake Industry Co.Ltd(000792) , Xiamen Faratronic Co.Ltd(600563) , Gree Electric Appliances Inc.Of Zhuhai(000651) .
The financing balance of 8 Kechuang board shares including Beijing Abt Networks Co.Ltd(688168) increased by more than 5%
Statistics show that on January 27, there were 134 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 8 shares increased by more than 5%. The largest increase in financing balance was Beijing Abt Networks Co.Ltd(688168) , with the latest financing balance of 75.4715 million yuan, an increase of 24.69% month on month; There are also Zhejiang Heda Technology Co.Ltd(688296) , Cubic Sensor And Instrument Co.Ltd(688665) , Novogene Co.Ltd(688315) , Jiahe Meikang, Tonglian precision and other stocks with a large increase in financing balance.
fund data:
since the beginning of the year, more than 3000 funds have made positive returns, and only 4 have made more than 10%
According to statistics, since the beginning of the year, as of January 27, 3066 of the 9304 public funds in the whole market have achieved positive returns, accounting for less than 33%. Among them, only four have a yield of more than 10%. In addition, 6147 products have a negative yield, accounting for 66%. Among them, there are 781 with a yield of less than - 10%. It can be seen that the overall profitability of the fund decreased during the year, and the differentiation was serious.
