In the first trading week of the year of the tiger, the performance of the A-share market was differentiated. The Shanghai index rose by 3.02%, and the Shenzhen Component Index and the gem index fell by 0.78% and 5.59% respectively.
In the case of differentiated market performance, choice data showed that the cumulative net inflow of funds from the north this week was 10.744 billion yuan, of which the net inflow of funds from Shanghai Stock connect was 17.354 billion yuan and the net outflow of funds from Shenzhen Stock connect was 6.610 billion yuan.
This week, northbound funds have been flowing into the Shanghai stock market for five consecutive trading days and out of the Shenzhen stock market for five consecutive trading days, showing a significant pattern of “adding Shanghai and selling Shenzhen”. This week, the number of shares held by northbound funds in 707 stocks increased and 945 stocks were reduced, of which the amount of position increase for Ping An Insurance (Group) Company Of China Ltd(601318) was the largest and the amount of position reduction for Contemporary Amperex Technology Co.Limited(300750) was the largest.
the shareholding of 99 shares increased by more than 10 million shares
According to choice, the net inflow of northbound funds this week exceeded 10 billion yuan. Specifically, the net inflow of funds from the north on February 7 was 5.552 billion yuan, the net outflow on February 8 was 817 million yuan, the net inflow on February 9 was 484 million yuan, the net inflow on February 10 was 4.52 billion yuan, and the net inflow on February 11 was 1.005 billion yuan. Northbound funds have been flowing into the Shanghai stock market for five consecutive trading days and out of the Shenzhen stock market for five consecutive trading days.
Northward capital flow this week
Source: choice
As of February 11, the market value of A-share positions of northbound funds was 2.54 trillion yuan, an increase of 5.4 billion yuan this week. This week, the number of shares held by northbound funds in 707 shares increased, of which 99 shares increased by more than 10 million shares, the Zijin Mining Group Company Limited(601899) with the largest increase increased by 204 million shares, and the holdings of China Energy Engineering Corporation Limited(601868) and Bank Of China Limited(601988) increased by 159 million shares and 106 million shares respectively. Among the top ten stocks increased by northbound capital holdings this week, except that Tongling Nonferrous Metals Group Co.Ltd(000630) is Shenzhen stock, the other nine stocks are Shanghai stock.
From the perspective of market performance, the number of capital holdings increased in the north this week, and the top ten stocks rose, Tongling Nonferrous Metals Group Co.Ltd(000630) rose the most, with a cumulative increase of 17.01%; Zijin Mining Group Company Limited(601899) , Aluminum Corporation Of China Limited(601600) , Industrial Bank Co.Ltd(601166) increased by more than 10% this week.
The number of shares held by northward capital increased by the top ten this week
Source: choice
In terms of the changes in the market value of positions, the market value of positions of northbound funds in 38 stocks increased by more than 500 million yuan this week, and the increase in the market value of positions in China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , China Tourism Group Duty Free Corporation Limited(601888) ranked first, with an increase of 8.271 billion yuan, 7.217 billion yuan and 3.985 billion yuan respectively.
The top ten stocks with the largest increase in the market value of northbound capital positions this week were increased by northbound capital, including more than 13 million shares of China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Zijin Mining Group Company Limited(601899) , China Yangtze Power Co.Ltd(600900) , Industrial Bank Co.Ltd(601166) , Ping An Bank Co.Ltd(000001) , Anhui Conch Cement Company Limited(600585) .
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions rose this week, Zijin Mining Group Company Limited(601899) rose the most, with a cumulative increase of 13.32% this week.
Top ten stocks of market value increase of northward capital positions this week
Source: choice
position increase Ping An Insurance (Group) Company Of China Ltd(601318) exceeding 3.1 billion yuan
Calculated from the average transaction price and the number of overweight shares, the stock with the largest amount of northward capital increase this week was Ping An Insurance (Group) Company Of China Ltd(601318) , with a cumulative increase of 59.201 million shares, with a total overweight amount of 3.131 billion yuan. From the detailed data, northbound funds increased their positions Ping An Insurance (Group) Company Of China Ltd(601318) for five consecutive trading days this week, of which the amount increased on February 7 exceeded 1 billion yuan.
According to choice data, this week Ping An Insurance (Group) Company Of China Ltd(601318) has increased by 11.25%. As of February 11, northbound capital held Ping An Insurance (Group) Company Of China Ltd(601318) 758 million shares, the share price of Ping An Insurance (Group) Company Of China Ltd(601318) was 55.59 yuan / share, and the market value was 1023.6 billion yuan.
Detailed data of northbound Capital Holdings Ping An Insurance (Group) Company Of China Ltd(601318)
Source: choice
38 stocks were reduced by more than 10 million shares
In the case that northbound funds increased their positions by more than 10 billion yuan this week, more than 900 stocks were reduced by northbound funds.
According to choice data, 945 stocks were reduced by northbound funds this week, of which 38 stocks were reduced by more than 10 million shares. The Hunan Valin Steel Co.Ltd(000932) with the largest number of shares reduced was reduced by 75.3606 million shares, Xinxing Ductile Iron Pipes Co.Ltd(000778) and Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) were reduced by 42.9834 million shares and 29.0216 million shares respectively.
In terms of market performance, among the top ten stocks with reduced positions of funds in the north this week, except Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) and Longi Green Energy Technology Co.Ltd(601012) fell by 2.27% and 7.07% respectively, other stocks rose. Xinxing Ductile Iron Pipes Co.Ltd(000778) rose the most, up 14.66% this week.
Top 10 shares of capital position reduction in the north this week
Source: choice
Judging from the changes in the market value of positions, the market value of positions of northbound funds in 32 stocks decreased by more than 500 million yuan this week, and the decrease in the market value of positions in Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Wuxi Apptec Co.Ltd(603259) ranked first, with a decrease of 21.822 billion yuan, 4.721 billion yuan and 4.320 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, except that Sungrow Power Supply Co.Ltd(300274) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) were increased by North funds by 4090500 shares, 11125800 shares, 528400 shares and 21578500 shares respectively, other stocks were reduced by North funds, of which Longi Green Energy Technology Co.Ltd(601012) was reduced by North funds by more than 22 million shares.
From the perspective of market performance, the market value of northbound capital positions decreased in the top ten stocks this week, with Wuxi Apptec Co.Ltd(603259) falling the most, with a cumulative decline of 20.73% this week.
Top 10 stocks with reduced market value of northward capital positions this week
Source: choice
position reduction Contemporary Amperex Technology Co.Limited(300750) nearly 2 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 this week were Contemporary Amperex Technology Co.Limited(300750) , with a total reduction of 3.8436 million shares and a reduction of 1.99 billion yuan. From the detailed data, the northbound funds reduced their positions Contemporary Amperex Technology Co.Limited(300750) in four trading days this week, of which the amount of position reduction on February 11 exceeded 1.2 billion yuan.
According to choice data, as of February 11, northbound funds held Contemporary Amperex Technology Co.Limited(300750) 190 million shares. The latest share price of Contemporary Amperex Technology Co.Limited(300750) is 489.99 yuan / share, with a total market value of 1142 billion yuan.
Detailed data of northbound Capital Holdings Contemporary Amperex Technology Co.Limited(300750)
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.
