Insight comes before people, data look at a shares! Summarize the main capital trends in the A-share market, uncover the capital flow in the north, and take stock of the dragon and tiger list, hot money intelligence and other important data, so that you can have an insight into the A-share opportunity in advance.
main funds:
strong stocks tracked the net inflow of main funds into 71 stocks for 5 consecutive days
Statistics show that as of the closing on December 14, a total of 71 stocks in Shanghai and Shenzhen had net inflows of main funds for 5 or more consecutive days. Tibet Tourism Co.Ltd(600749) net inflow of main funds for 11 consecutive days, ranking first; Thinker Agricultural Machinery Co.Ltd(603789) and other major capital net inflows for 10 consecutive days, ranking second. In terms of the total net inflow of main funds, China Three Gorges Renewables (Group) Co.Ltd(600905) has the largest net inflow of main funds, with a cumulative net inflow of RMB 2.882 billion for five consecutive days, Hangzhou Hikvision Digital Technology Co.Ltd(002415) followed by a cumulative net inflow of RMB 1.491 billion for eight days.
the main funds were withdrawn from the dragon and tiger list institutions in nonferrous metals, automobile and other industries to raise 13 shares
In terms of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, today there are only two industry sectors: computer and national defense industry. The main funds show a net inflow, with a net inflow of 375 million yuan and 298 million yuan respectively. The main capital of 26 industry sectors showed a net outflow, of which the non-ferrous metal industry sector had the largest net outflow, with a net outflow amount of 8.331 billion yuan; The leading net outflow of main funds in the industry sector are automobile, chemical industry, electrical equipment, banking, electronics and non bank finance.
northbound funds:
northbound funds today had a net inflow of 6.026 billion yuan and a significant net purchase of Wuliangye Yibin Co.Ltd(000858) 518 million yuan
On December 14, the net purchase volume of northbound capital on the same day was 6.026 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 3.976 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was 2.05 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the funds going north today bought Wuliangye Yibin Co.Ltd(000858) 518 million yuan and Wuliangye Yibin Co.Ltd(000858) 455 million yuan; At the same time, the net sales of Ping An Bank Co.Ltd(000001) 852 million yuan and Byd Company Limited(002594) 272 million yuan were substantial.
northbound capital increased its holdings of stocks with a market value of more than 100 million yuan (with list)
Statistics show that on December 13, the shareholding of 687 shares increased month on month compared with the previous trading day. Based on the number of increased shares and the closing price of the day, among the increased positions, 40 shares had an increased market value of more than 100 million yuan. The largest increased market value was East Money Information Co.Ltd(300059) , and the latest shareholding was 853 million shares, an increase of 5.69% month on month. The increased market value was 1.752 billion yuan, followed by Ping An Insurance (Group) Company Of China Ltd(601318) , Sany Heavy Industry Co.Ltd(600031) , The market value of increased holdings was 697 million yuan and 539 million yuan respectively.
28 shares increased their positions by more than 100%
Statistics show that as of December 13, a total of 687 stocks have been increased by land stock connect. Among them, there were 28 companies with a month on month increase of more than 100%, and Zhejiang Hailide New Material Co.Ltd(002206) had the largest month on month increase. Land stock connect recently held 391600 shares, with a month on month increase of 450000%; There are also Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , Jin Tong Ling Technology Group Co.Ltd(300091) , Focus Lightings Tech Co.Ltd(300708) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Beijing Hezong Science&Technology Co.Ltd(300477) and other stocks with large month on month growth.
list of shares held by northbound funds
Statistics show that 2316 shares were held by northbound funds, with a total shareholding of 100.727 billion shares and a market value of 2.79 trillion yuan. According to the statistics of shareholding ratio, the proportion of total share capital held by 48 shares of northward capital exceeds 10%, and 74 shares account for more than 10% of circulating shares.
list of increasing positions of northbound funds: the shareholding of 33 shares increased by more than 50% month on month
Statistics show that as of December 13, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held a total of 2316 shares, with a total shareholding of 100.727 billion shares, an increase of 293 million shares compared with the previous trading day. In terms of the range of position increase, there are 33 with a month on month increase of more than 50%.
dragon and tiger list:
dragon and tiger list: 140 million rush to raise Shenzhen Jinjia Group Co.Ltd(002191) foreign capital net buys 6 shares and institutions net buys 15 shares
On December 14, Shenzhen Jinjia Group Co.Ltd(002191) , with a net capital inflow of 140 million yuan, was the largest among the dragon and tiger stocks on the list. The data show that the stock closed within the daily limit, with a turnover rate of 5.51% and a turnover of 1.191 billion yuan. The net inflow of funds into Huaxin Shanghai Branch ranked first, with a net purchase of 64.1014 million yuan. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution and Anhui Jianghuai Automobile Group Corp.Ltd(600418) was sold the most, amounting to 139 million yuan. In addition, 13 shares were sold by institutions, and Sinomine Resource Group Co.Ltd(002738) was sold the most, amounting to 105 million yuan.
block transaction:
on December 14, 252 block transactions occurred in 128 stocks in Shanghai and Shenzhen, with a total turnover of 7.789 billion yuan
On December 14, 252 block transactions occurred in 128 stocks in Shanghai and Shenzhen, with a total turnover of 7.789 billion yuan. Among them, there were 117 block transactions in 65 stocks in Shanghai Stock Exchange, with a total turnover of 1.476 billion yuan; There were 131 block transactions in 60 stocks in Shenzhen, with a total turnover of 6.148 billion yuan. The Shanghai index closed at 3661.53 points, down 0.53%, with a turnover of 487.469 billion yuan.
hot money information:
the business department’s favorite individual stocks were exposed, with a net purchase of more than 50 million
Statistics show that on December 14, the sales department sold a net 581 million yuan of funds, including 20 stocks bought and 19 stocks sold. The net purchases of many stocks were Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) , Client Service International Inc(300663) , Jiangsu Skyray Instrument Co.Ltd(300165) etc., and the net purchase amount accounted for 8.81%, 5.49% and 6.36% of the turnover on that day. In addition, the top stocks sold by the business department were Anhui Jianghuai Automobile Group Corp.Ltd(600418) , Anhui Xinli Finance Co.Ltd(600318) , Andon Health Co.Ltd(002432) respectively, and the net sales accounted for 7.08%, 12.64% and 4.04% of the turnover on that day.
two financial data:
the balance of two cities and two financial institutions increased by 5.119 billion yuan
As of December 13, the balance of two financial institutions in Shanghai and Shenzhen was 1847.464 billion yuan, an increase of 5.119 billion yuan over the previous trading day. Among them, the financing balance was 1728.977 billion yuan, an increase of 4.997 billion yuan over the previous trading day; The balance of securities lending was 118.487 billion yuan, an increase of 122 million yuan over the previous trading day.
financiers are optimistic about the purchase of 7 shares, accounting for more than 30% of the transaction
Statistics show that a total of 1846 stocks were purchased with financing funds on December 13, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 1.415 billion yuan; Contemporary Amperex Technology Co.Limited(300750) the purchase amount is 996 million yuan; China Three Gorges Renewables (Group) Co.Ltd(600905) the purchase amount is 937 million yuan. In terms of the proportion of financing purchase amount in the turnover of individual shares on the same day, the purchase amount of 7 individual shares accounts for more than 30% of the turnover.
The net purchase of 19 shares financed exceeded 100 million yuan Inner Mongolia Yili Industrial Group Co.Ltd(600887) and the net purchase was the most
Statistics show that on December 13, a total of 1284 shares were net purchased by financing, and 344 of them had a net purchase amount of more than 10 million yuan, of which 19 had a net purchase amount of more than 100 million yuan. Inner Mongolia Yili Industrial Group Co.Ltd(600887) ranked first in net financing purchases, with net purchases of 241 million yuan on the same day, followed by Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) and Shanxi Meijin Energy Co.Ltd(000723) , with net financing purchases of 239 million yuan and 233 million yuan respectively, and Yongxing Special Materials Technology Co.Ltd(002756) , Wuxi Apptec Co.Ltd(603259) , Kweichow Moutai Co.Ltd(600519) ranked first in net financing purchases.
The financing balance of 150 shares increased by more than 5%
Statistics show that as of December 13, the balance of two financial institutions in Shanghai stock market was 991.754 billion yuan, an increase of 4.041 billion yuan over the previous trading day; The balance of two financial institutions in Shenzhen was 855.710 billion yuan, an increase of 1.078 billion yuan over the previous trading day; The balance of the two cities and two financial institutions totaled 1847.464 billion yuan, an increase of 5.119 billion yuan over the previous trading day. Specifically, there were 1284 stocks with an increase in financing balance, accounting for 57.97%, of which 150 stocks had an increase of more than 5%.
the financing balance of 8 science and Innovation Board shares such as Dizhe pharmaceutical increased by more than 10%
Statistics show that the financing balance of 211 individual stocks on the science and Innovation Board increased month on month on December 13. Among them, the financing balance of 8 shares increased by more than 10%. The largest increase in financing balance was Dizhe pharmaceutical, with the latest financing balance of 37.744 million yuan, a month on month increase of 28.32%; Other stocks with large increase in financing balance include Zhiyang Innovation Technology Co.Ltd(688191) , Beijing Yupont Electric Power Technology Co.Ltd(688597) , Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) , Polyrocks Chemical Co.Ltd(688669) , Cubic Sensor And Instrument Co.Ltd(688665) .
fund data:
at the end of the year, nearly 140 venture capital funds had been cleared
Statistics show that as of December 10, 2021 (the data on December 10 are incomplete), a total of 139 venture capitalists and their funds have completed the clearance reduction of restricted shares of 97 listed companies, and the number of shares reduced by various institutions and funds accounts for 100% of the shares of the company they hold.
the number of private equity funds established this year exceeded 30000
Statistics show that as of December 8, the number of private equity funds established this year has reached 30035, breaking the 30000 mark historically. At the same time, there are more than 100 private equity funds with an asset management scale of more than 10 billion yuan. In terms of the number of private equity fund products filed, the number of products filed by Gaoyi assets is close to 1000, and the number of products filed by Lingjun, Mingyu, Jiukun, Danshui spring and other companies is also as high as 500 or 600.
at the end of the year, it is difficult for small and medium-sized fund companies to launch
Since December, as of December 10, 74 funds have started issuing. At the beginning of this month, Ruiyuan, the third fund product of Ruiyuan fund, was steadily allocated and issued a two-year holding hybrid fund. The fund was sought after on the day of issuance and ended the raising ahead of schedule. The subscription amount finally exceeded 100 billion, and the placement proportion was less than 10%.
since this year, 498 new shares have been issued, raising a total of 530.134 billion yuan
Statistics show that, based on the issuance date, as of December 14, a total of 498 companies have raised funds this year, with a cumulative fund-raising amount of 530.134 billion yuan, and a single company raised an average of 1.067 billion yuan. In terms of districts, there are 115 companies with a fund-raising amount of more than 1 billion yuan, including 3 companies with a fund-raising amount of more than 10 billion yuan, 152 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 230 companies with a fund-raising amount of less than 500 million yuan.
