This week, the A-share market fluctuated and rose. The Shanghai index, Shenzhen Component Index and gem index rose by 0.80%, 1.78% and 2.93% respectively.
When the market fluctuated and rose, choice data showed that the cumulative net outflow of funds from the north this week was 2.399 billion yuan, of which the net inflow of funds from Shanghai Stock connect was 3.15 billion yuan and the net outflow of funds from Shenzhen Stock connect was 5.549 billion yuan. This week, the number of shares held by northbound funds in 724 stocks increased and the positions of 900 stocks were reduced, of which the amount of position increase for Citic Securities Company Limited(600030) and the amount of position reduction for Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) were the largest.
increased the shareholding of 44 shares by more than 10 million shares
The net outflow of northbound funds this week exceeded 2 billion yuan. Specifically, choice data show that the net outflow of funds from the north on February 14 was 3.788 billion yuan, the net outflow on February 15 was 3.544 billion yuan, the net outflow on February 16 was 1.623 billion yuan, the net inflow on February 17 was 1.72 billion yuan, and the net inflow on February 18 was 4.838 billion yuan.
From the perspective of northbound capital holdings, choice data showed that as of February 18, the market value of northbound capital positions was 2.58 trillion yuan, and the market value of northbound capital positions increased by 41.3 billion yuan this week. This week, the number of shares held by northbound capital in 724 shares increased, of which 44 shares increased by more than 10 million shares, the Beijing-Shanghai High Speed Railway Co.Ltd(601816) with the largest increase increased by 75.93 million shares, and the holdings of Sichuan Hebang Biotechnology Co.Ltd(603077) and Citic Securities Company Limited(600030) increased by 74.7818 million shares and 74.1935 million shares respectively. It is worth noting that the substantial increase in the number of shares held by northbound capital in Citic Securities Company Limited(600030) is due to the listing of Citic Securities Company Limited(600030) rights issue this week. In fact, northbound capital did not increase its position Citic Securities Company Limited(600030) this week, but reduced its position Citic Securities Company Limited(600030) slightly.
From the perspective of market performance, the increase of capital holdings in the north this week ranked among the top ten stocks, with mixed gains and losses, Shenzhen Overseas Chinese Town Co.Ltd(000069) fell the most, falling 4.17% this week, and Sichuan Hebang Biotechnology Co.Ltd(603077) rose the most, rising 11.02% this week.
the top ten shares of northward capital holdings increased this week
Source: choice
In terms of the changes in the market value of positions, choice data showed that the market value of positions of northbound funds in 33 stocks increased by more than 500 million yuan this week, with the largest increase in the market value of Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Shenzhen Inovance Technology Co.Ltd(300124) , and the market value of positions increased by 7.354 billion yuan, 4.498 billion yuan and 2.981 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound capital positions this week, except that Kweichow Moutai Co.Ltd(600519) and Yunnan Energy New Material Co.Ltd(002812) were reduced by northbound capital by 308900 shares and 2060800 shares respectively, other stocks were increased by northbound capital, of which the shareholding of Shenzhen Inovance Technology Co.Ltd(300124) and Nari Technology Co.Ltd(600406) 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 rose this week, Wuxi Apptec Co.Ltd(603259) rose the most, with a cumulative increase of 18.27% this week.
the top ten shares of the increase in the market value of northward capital positions this week
Source: choice
position increase Shenzhen Inovance Technology Co.Ltd(300124) nearly 1.1 billion yuan
Calculated from the average transaction price and the number of overweight shares, Shenzhen Inovance Technology Co.Ltd(300124) is the stock with the largest amount of capital increase in the north this week. This week, northbound capital increased its holdings of Shenzhen Inovance Technology Co.Ltd(300124) 17128900 shares, with a total increase of 1.098 billion yuan. From the detailed data, the northward funds increased their positions for five consecutive trading days this week Shenzhen Inovance Technology Co.Ltd(300124) .
According to choice data, Shenzhen Inovance Technology Co.Ltd(300124) rose 6.59% this week. As of February 18, northbound funds held Shenzhen Inovance Technology Co.Ltd(300124) 480 million shares, with a share price of 65.14 yuan / share and a total market value of 171.7 billion yuan.
detailed data of northbound Capital Holdings Shenzhen Inovance Technology Co.Ltd(300124)
Source: choice
36 capital stock has been reduced by more than 10 million shares
Under the condition that the position of northbound capital was reduced by more than 2 billion yuan this week, 900 stocks were reduced by northbound capital this week.
According to choice data, a total of 900 stocks were reduced by northbound funds this week, of which 36 stocks were reduced by more than 10 million shares. The China State Construction Engineering Corporation Limited(601668) with the largest number of shares reduced was reduced by 89.9372 million shares, China Energy Engineering Corporation Limited(601868) and Xcmg Construction Machinery Co.Ltd(000425) were reduced by 60.5554 million shares and 48.952 million shares respectively.
In terms of market performance, among the top ten stocks with reduced positions of funds in the north this week, except Metallurgical Corporation Of China Ltd(601618) , North Industries Group Red Arrow Co.Ltd(000519) , Tongling Nonferrous Metals Group Co.Ltd(000630) rose by 4.55%, 10.87% and 0.51% respectively, other stocks fell, Huatai Securities Co.Ltd(601688) fell the most, with a cumulative decline of 5.42% this week.
the top ten shares of northward capital reduction this week
Source: choice
From the perspective of changes in the market value of positions, choice data showed that the market value of positions of northbound funds in 13 stocks decreased by more than 500 million yuan this week, with the largest decrease in the market value of positions in China stock market news, Midea Group Co.Ltd(000333) , Ping An Insurance (Group) Company Of China Ltd(601318) and the market value of positions decreased by 3.738 billion yuan, 1.874 billion yuan and 1.515 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, except that China stock market news and China Yangtze Power Co.Ltd(600900) were increased by north capital by 5053700 shares and 958400 shares respectively, other stocks were reduced by north capital, of which Ping An Insurance (Group) Company Of China Ltd(601318) , Huatai Securities Co.Ltd(601688) , China State Construction Engineering Corporation Limited(601668) were reduced by north capital by more than 10 million shares.
From the perspective of market performance, the top ten stocks with the largest decrease in the market value of northward capital positions this week fell, and China stock market news fell the most, with a cumulative decline of 14.65% this week.
the top ten stocks with reduced market value of northward capital positions this week
Source: choice
position reduction Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) over 1 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 Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) 3287900 shares in the north this week, with a reduction amount of 1.011 billion yuan. From the detailed data, the northbound funds reduced their positions Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) in four trading days this week, of which the amount of position reduction on February 14 exceeded 400 million yuan.
According to choice data, as of February 18, northbound funds held Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) 103 million shares, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) with a share price of 319 yuan / share and a total market value of 387.8 billion yuan.
detailed data of northbound Capital Holdings Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760)
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.
