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:
decrypt the main capital flight stocks, with a net outflow of 388 shares for 5 consecutive days
Statistics show that as of the closing on December 9, 388 stocks in Shanghai and Shenzhen had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Hubei Guochuang Hi-Tech Material Co.Ltd(002377) ranked first in terms of net outflow of main funds for 24 consecutive days; China National Medicines Corporation Ltd(600511) net outflow of main funds for 18 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Roshow Technoiogy Co.Ltd(002617) has the largest net outflow of main funds, with a cumulative net outflow of RMB 2.093 billion for 11 consecutive days, Gotion High-Tech Co.Ltd(002074) followed by a cumulative net outflow of RMB 2.062 billion for 6 days.
main funds large warehouse electronic plate new energy has cooled down, many Baijiu stocks were sold
Statistics show that from the late capital trend, the net inflow of main funds in electronics and communications was more than 100 million yuan, and there was no small net outflow in the late five industries of food and beverage, non-ferrous metals, electrical equipment, chemical industry and non bank finance, all of which were more than 300 million yuan. Many Baijiu stocks were largely net outflow of main funds, including Luzhou Laojiao Co.Ltd(000568) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) and Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , which were mainly sold for over 100 million yuan. Luzhou Laojiao Co.Ltd(000568) at the end of the day, the main net outflow was 285 million yuan, a slight increase of 0.17% throughout the day, and the net inflow of main funds changed from positive to negative.
the net capital inflow to the north of shares such as Sanan Optoelectronics Co.Ltd(600703) , Boe Technology Group Co.Ltd(000725) is more than 20 billion yuan
From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 16 industry sectors have net capital inflows today, of which the non bank financial sector has the largest net capital inflows, with a net inflow of 6.54 billion yuan; The leading net inflow of main funds in the industry sector was also electronics, medicine and biology, banking, media and household appliances, with a net inflow of 5.049 billion yuan, 1.201 billion yuan, 1.115 billion yuan, 918 million yuan and 791 million yuan respectively.
northbound funds:
record high! BEIXIANG capital ho bought nearly 21.7 billion yuan of A-Shares and purchased more than 2.1 billion yuan of “maowu”
The net purchase of northbound funds on the same day was 21.656 billion yuan, the second highest in history. Among them, the net purchase of Shanghai Stock connect was 11.591 billion yuan and that of Shenzhen Stock connect was 10.065 billion yuan. Northbound capital has realized net inflow for 7 consecutive days, with a cumulative net inflow of more than 50 billion yuan. According to statistics, in the past five trading days, among the overweight stocks, 44 have increased their market value by more than 100 million yuan, and the most increased market value is Kweichow Moutai Co.Ltd(600519) .
northbound capital increased its holdings of stocks with a market value of more than 100 million yuan (with list)
Statistics show that on December 8, the holdings of 767 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, 44 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 89.4709 million shares, an increase of 0.91% month on month. The increased market value was 1.64 billion yuan, followed by Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , The increased market value was 1.275 billion yuan and 1.045 billion yuan respectively.
the North buys more than 20 billion yuan with nearly 400 billion yuan in the whole year! Grab green and don’t forget “drinking”
On December 9, the net inflow of northbound funds into the A-share market was nearly 21.656 billion yuan, another periodic high. The annual inflow has reached nearly 398.106 billion yuan, approaching the 400 billion yuan mark. In 2020, the net capital inflow from the north will be 208.932 billion yuan. In other words, the capital inflow from the north will almost double in 2021, reaching a record high. In terms of specific sectors, foreign capital has been scrambling to raise China’s “green theme” in 2021, which has continued recently. In addition, Baijiu has recently become the favorite of foreign capital, and Kweichow Moutai Co.Ltd(600519) (600519.SH) is the first to bear the brunt.
dragon and tiger list:
dragon and tiger list: 133 million rush to raise Xiamen Changelight Co.Ltd(300102) foreign capital net buys 4 shares and institutions net buys 14 shares
On December 9, Xiamen Changelight Co.Ltd(300102) , the largest net capital inflow among the dragon and tiger stocks on the list, was 133 million yuan. Data show that the stock rose 15.21% during the day, once hit the daily limit, and the turnover rate throughout the day was 31.42%. The top China International Capital Corporation Limited(601995) Shanghai Branch net purchased 57.7426 million yuan. There were 20 stocks involved in the institutional participation in the dragon and tiger list, of which 14 were net bought by the institution, Avary Holding (Shenzhen) Co.Limited(002938) was the most bought, with a total of 109 million yuan.
block transaction:
on December 9, 242 block transactions occurred in 114 stocks in Shanghai and Shenzhen, with a total turnover of 5.469 billion yuan
On December 9, 242 block transactions occurred in 114 stocks in Shanghai and Shenzhen, with a total turnover of 5.469 billion yuan. Among them, there were 132 block transactions in 62 stocks in Shanghai stock market, with a total turnover of 3.375 billion yuan; There were 108 block transactions in 50 stocks in Shenzhen, with a total turnover of 2.045 billion yuan. The Shanghai index closed at 3673.04 points, up 0.98%, with a turnover of 568.529 billion yuan.
two financial data:
the balance of two cities and two financial institutions increased by 4.24 billion yuan
As of December 8, the balance of two financial institutions in Shanghai and Shenzhen was 1841.596 billion yuan, an increase of 4.24 billion yuan over the previous trading day. Among them, the financing balance was 172.234 billion yuan, an increase of 2.631 billion yuan over the previous trading day; The balance of securities lending was 119.362 billion yuan, an increase of 1.609 billion yuan over the previous trading day.
financiers are optimistic about the purchase of 4 shares, accounting for more than 30% of the transaction
Statistics show that on December 8, a total of 1843 stocks were purchased with financing funds, of which Wuliangye Yibin Co.Ltd(000858) were the top stocks, with a purchase amount of 1.648 billion yuan; Kweichow Moutai Co.Ltd(600519) the purchase amount is 1.22 billion yuan; Cosco Shipping Holdings Co.Ltd(601919) the purchase amount is 875 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 four individual shares accounts for more than 30% of the turnover.
The net purchase of 14 shares financed exceeded 100 million yuan Wuliangye Yibin Co.Ltd(000858) and the net purchase was the most
Statistics show that on December 8, a total of 1257 stocks were net purchased by financing, and 288 stocks with a net purchase amount of more than 10 million yuan. Among them, 14 financing net purchases exceeded 100 million yuan. Wuliangye Yibin Co.Ltd(000858) ranked first in net purchases financed, with a net purchase of 844 million yuan on the same day; The second is Luzhou Laojiao Co.Ltd(000568) , with a net purchase of RMB 393 million. In addition, Sany Heavy Industry Co.Ltd(600031) , Gigadevice Semiconductor (Beijing) Inc(603986) , Ningbo Tuopu Group Co.Ltd(601689) , Cosco Shipping Holdings Co.Ltd(601919) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , Yonyou Network Technology Co.Ltd(600588) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) , Luxshare Precision Industry Co.Ltd(002475) and other shares were financed with a net purchase amount of more than 100 million yuan.
since this year, 492 new shares have been issued, raising a total of 524.224 billion yuan
Statistics show that, based on the issuance date, as of December 9, a total of 492 companies have raised funds this year, with a cumulative amount of 524.224 billion yuan, and an average of 1.068 billion yuan has been raised by a single company. In terms of districts, there are 112 with a fund-raising amount of more than 1 billion yuan, including 3 with a fund-raising amount of more than 10 billion yuan, 149 with a fund-raising amount of 500 million yuan to 1 billion yuan, and 230 with a fund-raising amount of less than 500 million yuan.
