In January, the A-share market continued to decline, with the Shanghai Composite Index, Shenzhen Composite Index and gem index falling by 7.65%, 10.29% and 12.45% respectively.
According to choice data, the cumulative net inflow of northbound funds in January was 16.775 billion yuan. Among them, the net inflow of funds from Shanghai Stock connect was 18.588 billion yuan, the net outflow of funds from Shenzhen Stock connect was 1.814 billion yuan, and the funds from the North significantly increased the positions in Shanghai stock market. In January, the number of shares held by northbound funds in 734 stocks increased and 1064 stocks were reduced. Among them, the amount of China Merchants Bank Co.Ltd(600036) is the largest, and the amount of Jiangsu Hengrui Medicine Co.Ltd(600276) is the largest.
Holdings of 10 stocks increased by more than 100 million shares
According to choice data, the net inflow of northbound funds in the first week of January was 6.203 billion yuan, the net inflow in the second week was 7.445 billion yuan, the net inflow in the third week was 29.197 billion yuan, and the net outflow in the fourth week was 26.071 billion yuan.
From the perspective of northbound capital holdings, choice data showed that as of January 28, the market value of northbound capital holdings was 2.54 trillion yuan, a decrease of 224.2 billion yuan in January.
In January, the number of 734 shares held by northbound funds increased. Among them, the shareholding of 134 shares increased by more than 10 million shares, and the shareholding of 10 shares increased by more than 100 million shares. Bank Of Jiangsu Co.Ltd(600919) with the largest increase in shareholding increased by 222 million shares, and its shareholding in China State Construction Engineering Corporation Limited(601668) and Bank Of Communications Co.Ltd(601328) increased by 216 million shares and 152 million shares respectively. Among the top ten stocks with increased capital holdings in January, 7 bank stocks significantly increased their positions in the undervalued sector.
In terms of market performance, the top ten stocks with the largest increase in capital holdings in January rose except Ping An Bank Co.Ltd(000001) which fell by 3.94%, and Bank Of Jiangsu Co.Ltd(600919) rose the most, with a cumulative increase of 12.86%.
top ten stocks increased by northbound capital holdings in January
Source: choice
In terms of the changes in the market value of positions, choice data showed that in January, the market value of positions of northbound funds in 31 stocks increased by more than 500 million yuan, and the increase in the market value of positions in China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) , Yunnan Energy New Material Co.Ltd(002812) ranked first, with an increase of 6.994 billion yuan, 2.714 billion yuan and 2.526 billion yuan respectively.
In January, the top ten stocks with the increase in the market value of northbound capital positions were increased by northbound capital, including more than 20 million shares in China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) , Bank Of Jiangsu Co.Ltd(600919) , Muyuan Foods Co.Ltd(002714) , China State Construction Engineering Corporation Limited(601668) , Ping An Insurance (Group) Company Of China Ltd(601318) , Bank Of Ningbo Co.Ltd(002142) , China Vanke Co.Ltd(000002) .
In terms of market performance, among the top ten stocks with the largest increase in the market value of northward capital positions in January, except Ping An Insurance (Group) Company Of China Ltd(601318) which fell by 0.87%, other stocks rose, with Bank Of Jiangsu Co.Ltd(600919) rising the most.
top ten stocks of market value increase of northbound capital positions in January
Source: choice
position increase China Merchants Bank Co.Ltd(600036) over 6.4 billion yuan
According to the average transaction price and the number of overweight shares, China Merchants Bank Co.Ltd(600036) is the stock with the largest amount of capital increase in January. In January, northbound capital increased its holdings of China Merchants Bank Co.Ltd(600036) 127 million shares, with a total increase of 6.435 billion yuan. From the detailed data, the northbound funds frequently increased their positions China Merchants Bank Co.Ltd(600036) in January, of which the positions increased by more than 1 billion yuan for three consecutive trading days from January 20 to 24.
According to choice data, January China Merchants Bank Co.Ltd(600036) rose by 1.03%. As of January 28, northbound capital held China Merchants Bank Co.Ltd(600036) 1644 million shares, with a share price of 49.21 yuan / share and a total market value of 1259.5 billion yuan.
north capital shareholding China Merchants Bank Co.Ltd(600036) details
Source: choice
117 stocks were reduced by more than 10 million shares
When the northbound capital increased its position by more than 16 billion yuan in January, more than 1000 stocks were reduced in January.
According to choice data, in January, northbound funds reduced their positions in a total of 1064 stocks, of which 117 stocks reduced their positions by more than 10 million shares. The Shanghai 2345 Network Holding Group Co.Ltd(002195) with the largest number of shares reduced was reduced by 96.2052 million shares, Foxconn Industrial Internet Co.Ltd(601138) and China Merchants Energy Shipping Co.Ltd(601872) were reduced by 80.5922 million shares and 70.3822 million shares respectively.
From the perspective of market performance, the top ten stocks with reduced positions of funds from the north in January, except Shanghai 2345 Network Holding Group Co.Ltd(002195) which rose by 4.70%, all other stocks fell, Aier Eye Hospital Group Co.Ltd(300015) which fell the most, falling by 23.68% in January.
the top ten stocks of northward capital position reduction in January
Source: choice
In terms of the changes in the market value of positions, choice data showed that in January, the market value of positions of northbound funds in 122 stocks decreased by more than 500 million yuan, and the decrease in the market value of positions in Kweichow Moutai Co.Ltd(600519) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Longi Green Energy Technology Co.Ltd(601012) ranked first, with a decrease of 16.527 billion yuan, 9.288 billion yuan and 9.261 billion yuan respectively.
Among the top 10 stocks with reduced market value of positions in January, except Longi Green Energy Technology Co.Ltd(601012) , Wuliangye Yibin Co.Ltd(000858) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) which were increased by northbound funds by 15389500 shares, 2150500 shares and 7618600 shares respectively, other stocks were reduced by northbound funds, including Jiangsu Hengrui Medicine Co.Ltd(600276) , China stock market news, Aier Eye Hospital Group Co.Ltd(300015) , China Tourism Group Duty Free Corporation Limited(601888) and Inner Mongolia Yili Industrial Group Co.Ltd(600887) which were reduced by more than 13 million shares.
From the perspective of market performance, the top ten stocks with the largest decrease in the market value of northward capital positions in January fell, all of which were institutional heavy positions, Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) fell the most, with a cumulative decline of 24.47% in January.
top ten stocks with reduced market value of northbound capital positions in January
Source: choice
position reduction Jiangsu Hengrui Medicine Co.Ltd(600276) , Contemporary Amperex Technology Co.Limited(300750) over 3 billion yuan
According to the average transaction price and the number of shares reduced, the individual shares with the largest amount of north capital reduction in January were Jiangsu Hengrui Medicine Co.Ltd(600276) , with 66.5083 million shares reduced, amounting to 3.059 billion yuan. From the detailed data, the northbound funds reduced their positions Jiangsu Hengrui Medicine Co.Ltd(600276) for many times in January, of which the positions decreased by more than 600 million yuan on January 24.
According to choice data, January Jiangsu Hengrui Medicine Co.Ltd(600276) fell by 19.25%. As of January 28, northbound funds held Jiangsu Hengrui Medicine Co.Ltd(600276) 606 million shares, with a share price of 40.95 yuan / share and a total market value of 261.9 billion yuan.
North fund shareholding Jiangsu Hengrui Medicine Co.Ltd(600276) details
Source: choice
In addition, in January, northbound capital reduced Contemporary Amperex Technology Co.Limited(300750) 5304200 shares, amounting to 3.058 billion yuan. From the detailed data, the northbound capital reduced its position Contemporary Amperex Technology Co.Limited(300750) in 10 trading days in January, of which the position decreased by more than 1.1 billion yuan in a single day on January 27.
According to choice data, January Contemporary Amperex Technology Co.Limited(300750) rose by 0.78%. As of January 28, northbound capital held 194 million shares of Contemporary Amperex Technology Co.Limited(300750) with a share price of 59260 yuan / share and a total market value of 1381.2 billion yuan.
North fund shareholding Contemporary Amperex Technology Co.Limited(300750) details
Source: choice
Note: the shareholding ratio data in the table is the value published on the official website of the Hong Kong stock exchange. The specific calculation rules are: Shanghai Stock connect accounts for the proportion of circulating a shares, and Shenzhen Stock connect accounts for the proportion of all a shares.
