According to choice data, this week (February 21 to February 25), the cumulative net outflow of funds from the North was 6.413 billion yuan, including 5.269 billion yuan from Shanghai Stock connect and 1.144 billion yuan from Shenzhen Stock connect.
This week, the number of shares held by northbound capital in 797 stocks increased and positions of 828 stocks were reduced, of which the largest amount was added to Zijin Mining Group Company Limited(601899) and the largest amount was reduced to Kweichow Moutai Co.Ltd(600519) positions.
increased its shareholding of 42 shares by more than 10 million shares
From the perspective of northbound capital holdings, choice data showed that as of February 25, the market value of northbound capital holdings was 2.54 trillion yuan, a decrease of 40.4 billion yuan this week. This week, the number of shares held by northbound capital in 797 shares increased, of which 42 shares increased by more than 10 million shares, the largest increase in Postal Savings Bank Of China Co.Ltd(601658) increased by 119 million shares, and the shares held by Zijin Mining Group Company Limited(601899) , China Three Gorges Renewables (Group) Co.Ltd(600905) and China Three Gorges Renewables (Group) Co.Ltd(600905) increased by 114 million shares and 107 million shares respectively.
In terms of market performance, the top ten stocks with increased capital holdings in the north this week fell more or less, China State Construction Engineering Corporation Limited(601668) fell the most, down 7.82% this week, and Ningxia Zhongyin Cashmere Co.Ltd(000982) rose the most, up 7.07% this weekP align = “center” top ten shares of capital holdings increased northward this week p align = “center” source: choice
In terms of changes in market value of positions, choice data showed that the market value of positions held by northbound funds in 21 stocks increased by more than 500 million yuan this week, with the largest increase of Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) positions of 4.187 billion yuan, 2.958 billion yuan and 1.584 billion yuan respectively.
The top ten stocks with the largest increase in the market value of northbound capital positions this week were all increased by northbound capital, of which the holdings of Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Zijin Mining Group Company Limited(601899) and Zijin Mining Group Company Limited(601899) increased by more than 30 million shares.
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions this week, except Zijin Mining Group Company Limited(601899) fell by 2.49%, other stocks rose, Sungrow Power Supply Co.Ltd(300274) rose the most, with a cumulative increase of 10.59% this weekP align = “center” top ten shares of market value increase of northward capital positions this week p align = “center” source: choice
warehouse increase Zijin Mining Group Company Limited(601899) over 1.2 billion yuan
Calculated according to the average transaction price and the number of overweight shares, Zijin Mining Group Company Limited(601899) is the stock with the largest amount of capital increase in the north this week. This week, northbound capital increased its holdings of Zijin Mining Group Company Limited(601899) 114 million shares, with a total increase of 1.252 billion yuan. From the detailed data, the northward capital increased positions Zijin Mining Group Company Limited(601899) , including more than 700 million yuan on February 24.
According to choice data, as of February 25, BEIXIANG capital held Zijin Mining Group Company Limited(601899) 1672 billion shares, the Zijin Mining Group Company Limited(601899) share price was 10.95 yuan / share, and the total market value was 277.6 billion yuan.
65 stocks were reduced by more than 10 million shares
The data of choice shows that the number of shares in the North has decreased by more than 820000, of which the number of shares in the North has decreased by more than 10 million this week. Industrial And Commercial Bank Of China Limited(601398) with the largest number of shares reduced was reduced by 79791100 shares, and Agricultural Bank Of China Limited(601288) , Bank Of China Limited(601988) were reduced by 70634200 shares and 63719800 shares respectively. The top four shares reduced were bank shares.
From the perspective of market performance, among the top ten stocks with reduced positions of funds from the north this week, except Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) rose by 13.21%, other stocks fell, and Shanghai Construction Group Co.Ltd(600170) fell the most, with a cumulative decline of 11.23%P align = “center” the top ten shares of capital position reduction in the north this week p align = “center” 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 30 stocks decreased by more than 500 million yuan this week, and the market value of positions of Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Ping An Insurance (Group) Company Of China Ltd(601318) Ping An Insurance (Group) Company Of China Ltd(601318) decreased by 12.919 billion yuan, 5.84 billion yuan and 4.78 billion yuan respectively.
Among the top ten stocks with the decrease in market value of positions this week, except that China Tourism Group Duty Free Corporation Limited(601888) was increased by 989200 shares from the north, other stocks were reduced, Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) , Industrial Bank Co.Ltd(601166) was reduced by more than 20 million shares from the North.
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, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) with a cumulative decrease of 9.97%P align = “center” top ten stocks of market value reduction of North fund positions this week p align = “center” source: choice
position reduction Kweichow Moutai Co.Ltd(600519) over RMB 3.3 billion
According to 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 Kweichow Moutai Co.Ltd(600519) , with a reduction of 1.8478 million shares and a reduction of 3.357 billion yuan. From the detailed data, the average position reduction of northbound funds in the first four trading days of this week was Kweichow Moutai Co.Ltd(600519) , of which the amount of position reduction on February 22 exceeded 1.6 billion yuan.
According to choice data, Kweichow Moutai Co.Ltd(600519) has fallen by 5.66% this week. As of February 25, northbound funds held Kweichow Moutai Co.Ltd(600519) 87042000 shares, with Kweichow Moutai Co.Ltd(600519) share price of 179906 yuan / share and total market value of 2259.9 billion yuan.
