According to choice data, in the last trading week before the Spring Festival (January 24-28), the cumulative net outflow of funds from the North was 26.071 billion yuan, including 15.465 billion yuan from the Shanghai Stock connect and 10.606 billion yuan from the Shenzhen Stock connect. The number of shares held by northbound capital in 645 stocks increased and 1040 stocks were reduced, of which the amount of position increase for China Merchants Bank Co.Ltd(600036) was the largest and the amount of position reduction for Kweichow Moutai Co.Ltd(600519) was the largest.
38 shares increased by more than 10 million shares
The net outflow of northbound funds in the week before the Spring Festival exceeded 26 billion yuan. Specifically, according to the choice data, the net inflow of funds from the north on January 24 was 3.452 billion yuan, the net outflow on January 25 was 3.574 billion yuan, the net inflow on January 26 was 1.139 billion yuan, the net outflow on January 27 was 14.624 billion yuan, and the net outflow on January 28 was 12.466 billion yuan.
From the perspective of northbound capital holdings, choice data showed that as of January 28, the market value of northbound capital positions was 2.54 trillion yuan, and the market value of northbound capital positions decreased by 158 billion yuan in the week before the Spring Festival. One week before the Spring Festival, the number of shares held by northbound funds in 645 shares increased, of which the number of shares held by 38 shares increased by more than 10 million, the number of shares held by China Railway Group Limited(601390) with the largest increase increased by 80.5125 million, and the number of shares held by Inner Mongolia Baotou Steel Union Co.Ltd(600010) and Petrochina Company Limited(601857) increased by 79.1463 million and 38.2613 million respectively.
From the market performance, all the top ten stocks with increased capital holdings in the north in the week before the Spring Festival fell, China Molybdenum Co.Ltd(603993) fell the most, down 9.14%.
The week before the Spring Festival, the number of shares held by northward capital increased by the first ten shares
In terms of the changes in the market value of positions, the data of choice shows that the market value of positions of northbound funds in three stocks increased by more than 500 million yuan in the week before the Spring Festival, which were Contemporary Amperex Technology Co.Limited(300750) , China Tourism Group Duty Free Corporation Limited(601888) , Ganfeng Lithium Co.Ltd(002460) respectively; The market value of positions increased by 2.294 billion yuan, 986 million yuan and 875 million yuan respectively.
Among the top 10 stocks with the increase in the market value of northbound capital positions in the week before the Spring Festival, except Contemporary Amperex Technology Co.Limited(300750) , China Tourism Group Duty Free Corporation Limited(601888) , Ganfeng Lithium Co.Ltd(002460) which were reduced by northbound capital by 3857500 shares, 815400 shares and 1665700 shares respectively, other stocks were increased by northbound capital, of which the holdings of China Railway Group Limited(601390) , satellite chemistry and Bank Of Chengdu Co.Ltd(601838) increased by more than 10 million shares.
From the perspective of market performance, the top ten stocks with the largest increase in the market value of northward capital positions in the week before the Spring Festival rose or fell by half, Ganfeng Lithium Co.Ltd(002460) rose the most, with a cumulative increase of 9.25%, and Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) fell the most, with a cumulative decrease of 12.77%.
Top 10 shares of market value increase of northbound capital positions in the week before the Spring Festival
position increase China Merchants Bank Co.Ltd(600036) over 1.3 billion yuan
Calculated from the average transaction price and the number of additional positions, China Merchants Bank Co.Ltd(600036) is the stock with the largest amount of additional positions held by northbound funds in the week before the Spring Festival. Northbound funds increased their holdings of China Merchants Bank Co.Ltd(600036) 26552000 shares, with a total amount of additional positions of 1.372 billion yuan. From the detailed data, the northward capital increased its position China Merchants Bank Co.Ltd(600036) in the first three trading days of the week before the Spring Festival, of which the amount of position increase on January 24 exceeded 1.1 billion yuan.
According to choice data, the cumulative decline of China Merchants Bank Co.Ltd(600036) in the week before the Spring Festival was 5.041%. As of January 28, northbound funds held China Merchants Bank Co.Ltd(600036) 1.644 billion shares, the share price of China Merchants Bank Co.Ltd(600036) was 49.21 yuan / share, and the total market value was 1258.1 billion yuan.
During the Spring Festival holiday in the mainland, Hong Kong stocks were still trading on the morning of January 31 and February 4, China Merchants Bank Co.Ltd(600036) H shares fell 0.23% and rose 3.24% respectively, up about 3% from January 28.
63 stocks were reduced by more than 10 million shares
More than 1000 stocks were reduced in the case of more than 26 billion yuan of position reduction of northbound funds in the week before the Spring Festival.
According to choice data, a total of 1040 stocks were reduced by northbound funds in the week before the Spring Festival, of which 63 stocks were reduced by more than 10 million shares. The Agricultural Bank Of China Limited(601288) with the largest number of shares reduced was reduced by 144 million shares, China United Network Communications Limited(600050) and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) were reduced by 61.4325 million shares and 55.7417 million shares respectively.
From the perspective of market performance, among the top ten stocks in the week before the Spring Festival, except Jiangsu Zhongtian Technology Co.Ltd(600522) rose 17.54%, other stocks fell, Ping An Bank Co.Ltd(000001) fell the most, with a cumulative decline of 8.76%.
One week before the Spring Festival, the number of shares in the northern capital reduction is the top ten
In terms of the changes in the market value of positions, the data of choice shows that the market value of positions of northbound funds in 63 stocks decreased by more than 500 million yuan in the week before the Spring Festival, with the largest decrease in the market value of Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Longi Green Energy Technology Co.Ltd(601012) positions, with the market value of positions decreased by 11.757 billion yuan, 5.519 billion yuan and 4.335 billion yuan respectively.
Among the top ten stocks whose market value of positions decreased in the week before the Spring Festival, except Wuliangye Yibin Co.Ltd(000858) and China Merchants Bank Co.Ltd(600036) which were increased by northbound funds by 981600 shares and 26552000 shares respectively, other stocks were reduced by northbound funds, of which Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) , Jiangsu Hengrui Medicine Co.Ltd(600276) were reduced by northbound funds by more than 22 million shares.
In terms of market performance, the top ten stocks of the decrease in the market value of northward capital positions in the week before the Spring Festival fell, Shenzhen Inovance Technology Co.Ltd(300124) fell the most, with a cumulative decline of 11.02%.
Top 10 shares of market value reduction of northbound capital positions in the week before the Spring Festival
position reduction Kweichow Moutai Co.Ltd(600519) over 3 billion yuan
Calculated from the average transaction price and the number of shares reduced, the individual shares with the highest amount of capital reduction in the north one week before the Spring Festival were Kweichow Moutai Co.Ltd(600519) , with a reduction of 1.5455 million shares and a reduction of 3.004 billion yuan. From the detailed data, the average position reduction of northward funds in the three trading days before the Spring Festival was Kweichow Moutai Co.Ltd(600519) , of which the position reduction on January 28 exceeded 1.8 billion yuan.
According to choice data, as of January 28, northbound funds held Kweichow Moutai Co.Ltd(600519) 88.6703 million shares, with a share price of 1887 yuan / share and a total market value of 2370.4 billion yuan.
