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:
main funds withdraw from pharmaceutical, biological, non bank financial and other industries and rush to raise funds in the North Kweichow Moutai Co.Ltd(600519) and so on
In terms of individual stocks, 1901 individual stocks received a net inflow of main funds today, of which 64 stocks received a net inflow of more than 100 million yuan. Contemporary Amperex Technology Co.Limited(300750) received the largest net inflow of main funds, with a net inflow of 1.419 billion yuan; Among the top stocks in the net inflow of main funds are Qinghai Salt Lake Industry Co.Ltd(000792) , Dongxin shares, Tianqi Lithium Corporation(002466) , Semiconductor Manufacturing International Corporation(688981) , Cosco Shipping Holdings Co.Ltd(601919) , with net inflows of 1.156 billion yuan, 788 million yuan, 779 million yuan, 729 million yuan and 674 million yuan respectively.
on December 10, the net inflow of main funds in Shanghai and Shenzhen was 14.733 billion yuan
Statistics show that on December 10, the net inflow of main funds in Shanghai and Shenzhen stock markets was 14.733 billion yuan. From the industry level, chemical industry, non-ferrous metals and electrical equipment ranked first in the net purchase amount of main funds, with 6.85 billion yuan, 6.81 billion yuan and 4.68 billion yuan respectively. The net sales of public utilities, non bank finance, medicine and biology by the main funds ranked first, with RMB 2.232 billion, RMB 1.864 billion and RMB 1.508 billion respectively.
northbound funds:
a new record was born! Foreign capital bought 48.8 billion yuan a week and robbed these leaders (list)
This week, northbound funds were fully open. After setting the second highest single day net inflow record in history yesterday, today it brushed the highest single week net inflow record in history. This week, the cumulative net inflow of northbound funds reached 48.833 billion yuan, setting a new record of one week net inflow since the opening of the interconnection market. Kweichow Moutai Co.Ltd(600519) was actively raised by northbound funds this week. It bought a net 3.133 billion yuan in the first four days, and the share price rose 5.99% this week, once breaking the 2100 yuan mark. In addition, China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) , Wuliangye Yibin Co.Ltd(000858) , Ping An Insurance (Group) Company Of China Ltd(601318) and other leading companies were actively raised by northbound funds this week.
62 shares such as Wuliangye Yibin Co.Ltd(000858) , Yonyou Network Technology Co.Ltd(600588) were increased by more than 100 million yuan
Statistics show that on December 9, a total of 852 shares obtained northward funds, and the shareholding 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, 62 had an increased market value of more than 100 million yuan, the largest was Wuliangye Yibin Co.Ltd(000858) , the latest holding was 227 million shares, an increase of 2.13% month on month, and the increased market value was 1.184 billion yuan; The increased market value is large, and there are Yonyou Network Technology Co.Ltd(600588) , Kweichow Moutai Co.Ltd(600519) , Boe Technology Group Co.Ltd(000725) , Shenzhen Inovance Technology Co.Ltd(300124) , China Tourism Group Duty Free Corporation Limited(601888) and other stocks.
21 shares increased their positions by more than 30% Shenzhen Jufei Optoelectronics Co.Ltd(300303) with the largest increase
Statistics show that as of December 9, a total of 852 stocks have been increased by land stock connect. Among them, there were 21 with a month on month increase of more than 30%, and the largest month on month increase was Shenzhen Jufei Optoelectronics Co.Ltd(300303) . Land stock connect recently held 10.8877 million shares, with a month on month increase of 115.81%; There are also Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , Beijing Fengshangshiji Culture Media Co.Ltd(300860) , Healthcare Co.Ltd(603313) , China Energy Engineering Corporation Limited(601868) , Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) and other stocks with large month on month growth.
pride! North capital shopping spree A-Shares exceed 21 billion 600 million yuan to increase Baijiu bank to reduce auto parts (attached shares)
According to the intelligent monitoring of 21 INVESTMENT link, on December 9, the net purchase of funds from the North was 21.656 billion yuan, including 11.591 billion yuan from Shanghai Stock link and 10.065 billion yuan from Shenzhen Stock link. Northbound funds have been net buying for seven consecutive trading days, and yesterday hit the second largest single day net buying volume in history, second only to 21.723 billion yuan on May 25 this year. This is also the third time that the single day net purchase amount of northbound funds exceeded 20 billion yuan in the year.
dragon and tiger list:
dragon and tiger list: 547 million rush to raise Chengxin Lithium Group Co.Ltd(002240) foreign capital net buys 3 shares and institutions net buys 15 shares
On December 10, Chengxin Lithium Group Co.Ltd(002240) , with a net inflow of 547 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 10.21% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats net purchase of 415 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and Chengxin Lithium Group Co.Ltd(002240) was the most bought, amounting to 68.5828 million yuan. In addition, 8 shares were sold by institutions, and Qinghai Salt Lake Industry Co.Ltd(000792) was sold the most, at 430 million yuan.
block transaction:
on December 10, there were 190 block transactions in 96 stocks in Shanghai and Shenzhen, with a total turnover of 3.446 billion yuan
On December 10, 190 block transactions occurred in 96 stocks in Shanghai and Shenzhen, with a total turnover of 3.446 billion yuan. Among them, there were 82 block transactions in 42 stocks in Shanghai stock market, with a total turnover of 1.148 billion yuan; There were 105 block transactions in 52 stocks in Shenzhen, with a total turnover of 2.254 billion yuan. The Shanghai index closed at 3666.35 points, down 0.18%, with a turnover of 556.324 billion yuan.
two financial data:
the balance of two cities and two financial institutions increased by 733 million yuan
As of December 9, the balance of the two financial institutions in Shanghai and Shenzhen was 1842.329 billion yuan, an increase of 733 million yuan over the previous trading day. Among them, the financing balance was 172.54 billion yuan, an increase of 306 million yuan over the previous trading day; The balance of securities lending was 119.789 billion yuan, an increase of 427 million yuan over the previous trading day.
13 shares including Hangzhou Hikvision Digital Technology Co.Ltd(002415) were financed, and the net purchase exceeded 100 million yuan
Statistics show that on December 9, 1156 stocks were net purchased by financing, and 299 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 100 million yuan. Kweichow Moutai Co.Ltd(600519) ranked first in the net purchase of financing, with a net purchase of 370 million yuan on the same day; The second is Hangzhou Hikvision Digital Technology Co.Ltd(002415) , with a net financing purchase of 367 million yuan.
The financing balance of 8 Kechuang board shares such as Dalian Haosen Equipment Manufacturing Co.Ltd(688529) increased by more than 10%
Statistics show that on December 9, the financing balance of 176 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 8 shares increased by more than 10%. The largest increase in financing balance was Dalian Haosen Equipment Manufacturing Co.Ltd(688529) , with the latest financing balance of 47.2626 million yuan, a month on month increase of 40.9%; Other stocks with large increase in financing balance include Shenzhen S-King Intelligent Equipment Co.Ltd(688328) , Huaqiang technology, Chengdu Olymvax Biopharmaceuticals Inc(688319) , Crown Advanced Material Co.Ltd(688560) , Chengdu Zhimingda Electronics Co.Ltd(688636) .
fund data:
19.73 trillion! The total scale of private equity funds reached a new high
According to the latest monthly private placement filing report released by the fund industry association on December 9, as of the end of November this year, there were 24500 surviving private placement fund managers, 121500 managed funds, and the total scale of managed funds reached 19.73 trillion yuan.
purchase of 46 funds a day is limited! At the end of the year, the fund “closed the door to thank customers” surged. What should investors think?
Since December, a total of 271 (A / C separate statistics) funds have announced suspension or restriction of large subscription, of which more than 2 / 3 are fixed income funds. It is worth noting that although the overall number of equity funds that “thank you behind closed doors” is less than that of fixed income funds, the products of well-known fund managers and “top” blue chip funds are clustered and appear on the purchase restriction list.
since this year, 495 new shares have been issued, raising a total of 527.354 billion yuan
Statistics show that, based on the issuance date, as of December 10, 495 companies have raised funds this year, with a cumulative amount of 527.354 billion yuan, and an average of 1.068 billion yuan has been raised by a single company. In terms of districts, there are 114 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, 150 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.
