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:
the main capital increased warehouse, and the northward capital of electronics, food and beverage and other industries had a net inflow of for six consecutive days
In terms of individual stocks, 2227 individual stocks received the net inflow of main funds today, of which 90 stocks received the net inflow of main funds of more than 100 million yuan. Wuliangye Yibin Co.Ltd(000858) won the largest net inflow of main funds, with a net inflow of 1.064 billion yuan; Among the top stocks in the net inflow of main funds are Luxshare Precision Industry Co.Ltd(002475) , Gem Co.Ltd(002340) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , East Money Information Co.Ltd(300059) , with net inflows of 911 million yuan, 750 million yuan, 644 million yuan, 626 million yuan and 584 million yuan respectively.
on December 8, the net inflow of main funds in Shanghai and Shenzhen markets was 54.406 billion yuan
Statistics show that on December 8, the net inflow of main funds in Shanghai and Shenzhen stock markets was 54.406 billion yuan. From the industry level, electronics, food and beverage and chemical industry ranked first in the net purchase amount of main funds, with 10.622 billion yuan, 10.083 billion yuan and 6.268 billion yuan respectively. The net sales of real estate, architectural decoration and banks by main funds ranked first, with 499 million yuan, 479 million yuan and 424 million yuan respectively.
northbound funds:
net buying for 6 consecutive days! BEIXIANG Jinhao bought nearly 10 billion yuan of A-Shares and scrambled to raise more than 1.6 billion yuan Kweichow Moutai Co.Ltd(600519)
The net purchase of northbound funds on that day was 9.685 billion yuan, the highest single day net purchase since October 25, the sixth consecutive trading day. Among them, the net purchase of Shanghai Stock connect was 3.789 billion yuan and that of Shenzhen Stock connect was 5.896 billion yuan. In the past five trading days, the largest increase in northbound capital holdings was in the large financial sector, with net purchases of banks of 6.038 billion yuan, securities companies of 3.692 billion yuan and insurance of 1.413 billion yuan respectively. The net inflow of power equipment, household appliance industry, environmental protection and wine making also exceeded 1 billion yuan; There are only two industries, automobile service and real estate service, in which Beijing capital has reduced its holdings by more than 1 billion yuan.
43 shares such as Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) were increased by more than 100 million yuan
Statistics show that on December 7, a total of 779 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, 43 have an increased market value of more than 100 million yuan, the largest is Ping An Insurance (Group) Company Of China Ltd(601318) , the latest holding is 601 million shares, and the increased market value is 539 million yuan; The market value of increased holdings is large, and there are China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) , Will Semiconductor Co.Ltd.Shanghai(603501) , Industrial Bank Co.Ltd(601166) , Eve Energy Co.Ltd(300014) and other stocks.
list of increasing positions of northbound funds: the shareholding of 27 shares increased by more than 20% month on month
Statistics show that as of December 6, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held 1474 shares, with a total shareholding of 42.610 billion shares, a decrease of 239 million shares compared with the previous trading day. In terms of the range of position increase, there are 27 with a month on month increase of more than 20%.
list of shares held by northbound funds
Statistics show that as of December 7, 2257 shares were held by northbound funds, with a total shareholding of 98.723 billion shares and a total market value of 2.64 trillion yuan. According to the statistics of shareholding ratio, 47 shares held more than 10% of the total share capital, and 73 held more than 10% of the circulating shares.
10 shares increased their positions by more than 30% Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) with the largest increase
Statistics show that as of December 7, a total of 779 stocks have been increased by land stock connect. Among them, there are 10 companies with a month on month increase of more than 30%, and Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) has the largest month on month increase. Land stock connect recently held 256200 shares, with a month on month increase of 125.11%; There are also Hongda Xingye Co.Ltd(002002) , Jiangsu Canlon Building Materials Co.Ltd(300715) , Henan Jindan Lactic Acid Technology Co.Ltd(300829) , Shanxi Blue Flame Holding Company Limited(000968) , Ruida Futures Co.Ltd(002961) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 277 million rush to raise Col Digital Publishing Group Co.Ltd(300364) foreign capital net buys 4 shares and institutions net buys 12 shares
On December 8, among the stocks on the list, the largest net capital inflow was Col Digital Publishing Group Co.Ltd(300364) , with a net inflow of 277 million yuan in the three days. The data show that the stock rose by 20cm within the day, up 40.31% in the past three days. A total of 19 stocks were involved in the institutional participation list, of which 12 were net bought by the institution, Sijin Intelligent Forming Machinery Co.Ltd(003025) was the most bought, amounting to 71.4864 million yuan. The other 7 shares were net sold by institutions, Zbom Home Collection Co.Ltd(603801) was the most sold, with a net sales of 100 million yuan in three days.
block transaction:
on December 7, 177 block transactions occurred in 74 stocks in Shanghai and Shenzhen, with a total turnover of 3.815 billion yuan
On December 7, 177 block transactions occurred in 74 stocks in Shanghai and Shenzhen, with a total turnover of 3.815 billion yuan. Among them, there were 113 block transactions in 38 stocks in Shanghai stock market, with a total turnover of 3.001 billion yuan; There were 62 block transactions in 34 stocks in Shenzhen, with a total turnover of 810 million yuan. The Shanghai index closed at 3595.09 points, up 0.16%, with a turnover of 524.119 billion yuan.
25 shares were increased by executives Chenguang Biotech Group Co.Ltd(300138) with the maximum amount of increase
Statistics show that in the past 10 trading days (November 24 to December 7), a total of 25 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Chenguang Biotech Group Co.Ltd(300138) , with a cumulative increase of 1.6 million shares, with a total increase amount of 19.424 million yuan; The second is Sichuan Goldstone Asia Pharmaceutical Inc(300434) , with an increase of 2 million shares and an increase of 16.84 million yuan.
two financial data:
the balance of two cities and two financial institutions decreased by 4.344 billion yuan
As of December 7, the balance of Shanghai and Shenzhen financial markets was 1837.356 billion yuan, a decrease of 4.344 billion yuan compared with the previous trading day. Among them, the financing balance was 1719.603 billion yuan, a decrease of 2.961 billion yuan compared with the previous trading day; The balance of securities lending was 117.753 billion yuan, a decrease of 1.383 billion yuan compared with the previous trading day.
The net purchase of 8 shares financed exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) and the net purchase was the most
Statistics show that on December 7, 1022 stocks were net purchased by financing, and 246 stocks with a net purchase amount of more than 10 million yuan. Among them, 8 financing net purchases exceeded 100 million yuan. Contemporary Amperex Technology Co.Limited(300750) ranked first in net purchases financed, with a net purchase of 868 million yuan on the same day; The second is Muyuan Foods Co.Ltd(002714) , with a net financing purchase of 280 million yuan.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on December 7, a total of 1842 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) were the top stocks, with a purchase amount of 1.75 billion yuan; Cosco Shipping Holdings Co.Ltd(601919) the purchase amount is 1.097 billion yuan; Sany Heavy Industry Co.Ltd(600031) the purchase amount is 942 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on December 7, the financing balance of Shanghai and Shenzhen was 1719.603 billion yuan, accounting for 2.36% of the circulating market value of a shares. Among the two financial target stocks, there are 65 stocks with financing balance accounting for more than 10% of the circulating market value, 763 stocks with financing balance accounting for 5% ~ 10%, 1213 stocks with financing balance accounting for 1% ~ 5% and 169 stocks with financing balance accounting for no more than 1%.
The financing balance of 103 shares increased by more than 5%
Statistics show that as of December 7, the balance of two financial institutions in Shanghai stock market was 983.251 billion yuan, a decrease of 2.039 billion yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 854.106 billion yuan, a decrease of 2.305 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1837.356 billion yuan, a decrease of 4.343 billion yuan compared with the previous trading day. Specifically, in terms of individual stocks, there were 1019 stocks with an increase in financing balance, accounting for 46.17%, of which 103 stocks had an increase of more than 5%.
fund data:
75% of the products beat the performance benchmark and 60% of the products achieved positive returns. What are the “secrets” of these index enhancement funds?
The performance of enhanced index funds is eye-catching this year. Statistics show that as of December 6 this year, 208 of the 280 statistically enhanced index funds in the whole market have achieved excess returns relative to the performance benchmark. Meanwhile, 175 of the 280 funds recorded positive returns this year.
