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 61 stocks for 5 consecutive days
Statistics show that as of the closing on December 13, a total of 61 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Haier Smart Home Co.Ltd(600690) net inflow of main funds for 12 consecutive days, ranking first; Tibet Tourism Co.Ltd(600749) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Luxshare Precision Industry Co.Ltd(002475) has the largest net inflow of main funds, with a cumulative net inflow of RMB 2.701 billion for 7 consecutive days, Haier Smart Home Co.Ltd(600690) followed by a cumulative net inflow of RMB 1.709 billion for 12 days.
the main capital increased its position China Three Gorges Renewables (Group) Co.Ltd(600905) , Contemporary Amperex Technology Co.Limited(300750) and other northward funds had a net inflow of for 9 consecutive days
In terms of individual stocks, 1882 individual stocks received a net inflow of main funds today, of which 68 stocks received a net inflow of main funds of more than 100 million yuan. China Three Gorges Renewables (Group) Co.Ltd(600905) received the largest net inflow of main funds, with a net inflow of 1.401 billion yuan; Among the top stocks in the net inflow of main funds are Contemporary Amperex Technology Co.Limited(300750) , Sany Heavy Industry Co.Ltd(600031) , Midea Group Co.Ltd(000333) , Ningxia Baofeng Energy Group Co.Ltd(600989) , Tianqi Lithium Corporation(002466) , with net inflows of 885 million yuan, 806 million yuan, 608 million yuan, 591 million yuan and 568 million yuan respectively.
on December 13, the net inflow of main funds in Shanghai and Shenzhen was 24.767 billion yuan, and the warehouse of chemical industry, electrical equipment and media
Statistics show that on December 13, the net inflow of main funds in Shanghai and Shenzhen was 24.767 billion yuan. From the industry level, chemical industry, electrical equipment and media ranked first in the net purchase amount of main funds, with RMB 4.942 billion, RMB 4.546 billion and RMB 4.459 billion respectively. The net sales of food and beverage, bank and defense industry by the main funds ranked first, with 1.554 billion yuan, 1.245 billion yuan and 1.153 billion yuan respectively.
northbound funds:
north to continue to flow of funds in Baijiu shares differences still favor big financial
On December 13, northbound funds bought a net 5.365 billion yuan, including 3.96 billion yuan for Shanghai Stock connect and 1.405 billion yuan for Shenzhen Stock connect. According to the statistics of Yuesheng financial management, in the past five trading days, BEIXIANG capital focused on increasing its holdings of wine and banks, with a net increase of 9.935 billion yuan and 8.063 billion yuan respectively; In addition, seven industries including securities companies, Internet services, insurance and household appliances were increased by about 2 billion to 3 billion. No plate suffered a reduction of more than 1 billion yuan from northern investment.
77 shares are favored, and the capital increase of northbound exceeds 100 million yuan
Statistics show that on December 10, the holdings of 733 shares increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the overweight shares, 77 had an increased market value of more than 100 million yuan. The largest increased market value was Kweichow Moutai Co.Ltd(600519) , and the latest holdings was 90518900 shares, an increase of 0.65% month on month. The increased market value was 1.226 billion yuan, followed by East Money Information Co.Ltd(300059) China Merchants Bank Co.Ltd(600036) , the market value of increased holdings was RMB 1.157 billion and RMB 946 million respectively.
16 shares increased their positions by more than 30% China Telecom Corporation Limited(601728) with the largest increase
Statistics show that as of December 10, 733 stocks have been increased by land stock connect. Among them, there were 16 with a month on month increase of more than 30%, and the largest month on month increase was China Telecom Corporation Limited(601728) . Land stock connect recently held 5.8602 million shares, with a month on month increase of 134.95%; There are also Beijing Jetsen Technology Co.Ltd(300182) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Huaibei Mining Holdings Co.Ltd(600985) , Tpv Technology Co.Ltd(000727) , Shandong Xinhua Pharmaceutical Company Limited(000756) and other stocks with large month on month growth.
north capital last week net purchase amount of innovative high focus Baijiu and financial stocks
Last week, Beishang capital net bought 48.834 billion yuan, and the weekly net inflow reached a record, including 30.067 billion yuan for Shanghai Stock connect and 18.767 billion yuan for Shenzhen Stock connect. It is reported that last week, a total of 38 stocks were on the list with active transactions. Among the stocks on the list, the turnover of food and beverage, electrical equipment, electronics and non bank financial industries exceeded 10 billion yuan, with the largest net purchase of food and beverage, totaling 8.069 billion yuan, and the largest net sales of medicine and biology, totaling 953 million yuan.
dragon and tiger list:
dragon and tiger list: 255 million rush to raise Hengxin Shambala Culture Co.Ltd(300081) foreign capital net buys 1 share and institutions net buys 11 shares
On December 13, Hengxin Shambala Culture Co.Ltd(300081) , with a net inflow of 255 million yuan, was the largest among the dragon and tiger stocks on the list. According to the data, the daily limit of the stock was 20%, the turnover rate throughout the day was 31.89%, and the turnover was 2.023 billion yuan. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 56.1298 million yuan. A total of 18 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution, Sinotruk Jinan Truck Co.Ltd(000951) was the most bought, with a total of 45.9227 million yuan.
block transaction:
on December 13, 236 block transactions occurred in 96 stocks in Shanghai and Shenzhen, with a total turnover of 5.073 billion yuan
On December 13, 236 block transactions occurred in 96 stocks in Shanghai and Shenzhen, with a total turnover of 5.073 billion yuan. Among them, there were 90 block transactions in 43 stocks in Shanghai stock market, with a total turnover of 1.534 billion yuan; There were 140 block transactions in 49 stocks in Shenzhen, with a total turnover of 3.49 billion yuan. The Shanghai index closed at 3681.08 points, up 0.40%, with a turnover of 574.188 billion yuan.
10 shares were greatly increased by important shareholders (attached shares)
Statistics show that in the past five trading days (December 6 ~ December 10), a total of 18 company shares were increased by important shareholders, with a cumulative increase of 66.7658 million shares and a total increase of 837 million yuan. In the same period, a total of 120 important shareholders of the company involved in the reduction, with a total reduction amount of 13.084 billion yuan. In terms of the increase amount, there are 10 companies with an increase amount of more than 10 million yuan in the past five days.
18 shares were increased by important shareholders Rongsheng Petro Chemical Co.Ltd(002493) with the largest amount of increase
Statistics show that in the past five trading days (December 6 ~ December 10), a total of 18 shares of listed companies were increased by important shareholders. In terms of the increase amount, there are 10 companies with an increase amount of more than 10 million yuan in the past five days, and the largest increase amount is Rongsheng Petro Chemical Co.Ltd(002493) . During the period, they have increased their holdings of 24105700 shares, with a total increase amount of 417 million yuan; The second is Zhongji Innolight Co.Ltd(300308) , with an increase of 3.4349 million shares and an increase of 130 million yuan.
two financial data:
the balance of two cities and two financial institutions increased by 16 million yuan
As of December 10, the balance of the two financial institutions in Shanghai and Shenzhen was 1842.345 billion yuan, an increase of 16 million yuan over the previous trading day. Among them, the financing balance was 1723.98 billion yuan, an increase of 1.44 billion yuan over the previous trading day; The balance of securities lending was 118.365 billion yuan, a decrease of 1.424 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of three shares, accounting for more than 30% of the transaction
Statistics show that on December 10, a total of 1844 stocks were purchased with financing funds, of which Cosco Shipping Holdings Co.Ltd(601919) were the top stocks, with a purchase amount of 1.066 billion yuan; China Three Gorges Renewables (Group) Co.Ltd(600905) the purchase amount is 973 million yuan; Boe Technology Group Co.Ltd(000725) the purchase amount is 971 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 three individual shares accounts for more than 30% of the turnover.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on December 10, the financing balance of Shanghai and Shenzhen was 1723.980 billion yuan, accounting for 2.30% of the circulating market value of a shares. Among the two financial target stocks, there were 59 stocks with financing balance accounting for more than 10% of the circulating market value, 757 stocks with financing balance accounting for 5% ~ 10%, 1222 stocks with financing balance accounting for 1% ~ 5% and 177 stocks with financing balance accounting for no more than 1%.
The net purchase of 15 shares financed exceeded 100 million yuan China Three Gorges Renewables (Group) Co.Ltd(600905) and the net purchase was the most
Statistics show that on December 10, a total of 1099 stocks were net purchased by financing, and 282 stocks with a net purchase amount of more than 10 million yuan. Among them, 15 financing net purchases exceeded 100 million yuan. China Three Gorges Renewables (Group) Co.Ltd(600905) ranked first in net purchases financed, with a net purchase of 508 million yuan on the same day; The second is Shede Spirits Co.Ltd(600702) , with a net financing purchase of 437 million yuan.
The financing balance of 6 Kechuang board shares including Willfar Information Technology Co.Ltd(688100) increased by more than 10%
Statistics show that on December 10, there were 167 individual stocks on the science and innovation board, with a month on month increase in financing balance. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Willfar Information Technology Co.Ltd(688100) , with the latest financing balance of 74.9628 million yuan, a month on month increase of 19.63%; Other stocks with large increase in financing balance include Micro-Tech (Nanjing) Co.Ltd(688029) , Shenzhen S-King Intelligent Equipment Co.Ltd(688328) , Beijing Yupont Electric Power Technology Co.Ltd(688597) , Beijing Tianyishangjia New Material Corp.Ltd(688033) , Beijing Seeyon Internet Software Corp(688369) .
fund data:
the three-year deadline is approaching, and nearly 80% of the launched funds welcome the “big test”
With the three-year deadline approaching, sponsored funds intensively issued at the end of the bear market at the end of 2018 are about to usher in a “big test”. Recently, a number of sponsored funds have successively issued announcements proposing “continuous operation”, and in the next six months, nearly 80% of sponsored funds will not meet the conditions for maturity and survival, and will face the pressure of liquidation after three years.
the average income of the convertible bond fund exceeded 15% during the year, and the public offering is optimistic about the structural opportunities of the convertible bond market
Convertible bond funds, which have long been regarded as “niche products”, stand out in the public offering market this year. As of December 10, the average yield of convertible bond funds in the year exceeded 15%, significantly outperforming the average performance level of equity funds.
exceeded 810 billion! Equity holding funds welcome the new year
According to the data, as of December 11, the issuance scale of the newly established equity holding funds since this year has exceeded 810 billion yuan, and the total number of subscribers has exceeded 10 million. The holding funds welcome the new year of development.
more than 9000 public funds are approaching the “big test” 5. They only hope to become the annual “double base”
According to data statistics, as of December 10, of the 9023 public funds included in the data, only 2 “double base” appeared; Another three products achieved a yield of more than 90%. It is speculated that there may be five funds expected to double their earnings during the year.
A total of 497 new shares were issued in year, raising 529.484 billion yuan
Statistics show that, based on the issuance date, as of December 13, a total of 497 companies have raised funds this year, with a cumulative fund-raising amount of 529.484 billion yuan, and a single company raised an average of 1.068 billion yuan. From a regional perspective, 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, 151 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.
