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 46 stocks for 5 consecutive days
Statistics show that as of the closing on December 7, a total of 46 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Ningbo United Group Co.Ltd(600051) and other major capital net inflows for 10 consecutive days, ranking first; China Design Group Co.Ltd(603018) and other major capital net inflows for 8 consecutive days, ranking second. In terms of the total net inflow of main funds, Citic Securities Company Limited(600030) has the largest net inflow of main funds, with a cumulative net inflow of 2.331 billion yuan for five consecutive days, Industrial Bank Co.Ltd(601166) followed by a cumulative net inflow of 1.53 billion yuan for five days.
6 picture to understand today's a shares: the main capital is nearly 2 billion, crazy to grab a share! Over 10 billion to sell this industry
On December 7, stimulated by the news of the central bank's overall RRR reduction, the three indexes opened sharply higher, followed by a weakening shock, and the gem index led the decline. Market sentiment is still repairing. Individual stocks fell more or rose less, and the profit-making effect is weak. The transaction between the two cities broke trillion for the 33rd consecutive trading day. In terms of sectors, the real estate sector rose strongly, and the airport shipping, kitchen and bathroom appliances and other sectors strengthened; Lithium batteries, military industry, semiconductors and other high prosperity track plates fell collectively, Contemporary Amperex Technology Co.Limited(300750) once fell more than 6%.
main funds withdraw from nonferrous metals, electronics and other industries and rush to raise funds in the North Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) and
From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there are 7 industry sectors with net capital inflows today. Among them, the home appliance industry sector has the largest net capital inflows, with a net inflow of 1.03 billion yuan; Banks, food and beverage, and building materials also led the net inflow of the main funds in the industry sector, with a net inflow of 899 million yuan, 873 million yuan, and 542 million yuan respectively.
northbound funds:
the net inflow of northbound funds today was 7.9 billion yuan Ping An Insurance (Group) Company Of China Ltd(601318) and the position was increased by 500 million yuan
On December 7, the total net inflow of northbound funds was 7.949 billion yuan. Among them, the net inflow of Shanghai Stock connect was 6.317 billion yuan and that of Shenzhen Stock connect was 1.632 billion yuan. Among the top ten traded stocks, the top three in net purchases were Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) , with net purchases of 534 million yuan, 532 million yuan and 518 million yuan respectively. The top three net sales are Contemporary Amperex Technology Co.Limited(300750) , Byd Company Limited(002594) , Luxshare Precision Industry Co.Ltd(002475) , with net sales of 662 million yuan, 299 million yuan and 198 million yuan respectively.
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%.
29 shares including Citic Securities Company Limited(600030) were increased by more than 100 million yuan
Statistics show that on December 6, a total of 595 shares obtained northward funds, and their holdings 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, 29 have an increased market value of more than 100 million yuan, the largest is Citic Securities Company Limited(600030) , the latest holding is 510 million shares, and the increased market value is 842 million yuan; The increased market value is large, and there are East Money Information Co.Ltd(300059) , Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) , Eve Energy Co.Ltd(300014) , Will Semiconductor Co.Ltd.Shanghai(603501) and other shares.
16 shares increased their positions by more than 30% Hunan Xiangjia Animal Husbandry Company Limited(002982) with the largest increase
Statistics show that as of December 6, a total of 595 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 Hunan Xiangjia Animal Husbandry Company Limited(002982) . Land stock connect recently held 693300 shares, with a month on month increase of 256.4%; There are also China Marine Information Electronics Company Limited(600764) , Ningbo Baosi Energy Equipment Co.Ltd(300441) , Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) , Cimc Vehicles (Group) Co.Ltd(301039) , Capitalonline Date Service Co.Ltd(300846) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 136 million rush to raise Suofeiya Home Collection Co.Ltd(002572) foreign capital net buys 3 shares and institutions net buys 12 shares
On December 7, Suofeiya Home Collection Co.Ltd(002572) , the largest net capital inflow among the dragon and tiger stocks on the list, was 136 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 10.39% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 96.4212 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Hangzhou Robam Appliances Co.Ltd(002508) was the most bought, with a total of 50.254 million yuan. In addition, 21 shares were net sold by institutions, Ningbo Tuopu Group Co.Ltd(601689) was the most sold, with a net sales of 475 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.
two financial data:
the balance of two cities and two financial institutions decreased by 2.472 billion yuan
As of December 6, the balance of two financial institutions in Shanghai and Shenzhen was 1841.7 billion yuan, a decrease of 2.472 billion yuan compared with the previous trading day. Among them, the financing balance was 1722.564 billion yuan, a decrease of 556 million yuan compared with the previous trading day; The balance of securities lending was 119.136 billion yuan, a decrease of 1.916 billion yuan compared with the previous trading day.
9 shares including China Tourism Group Duty Free Corporation Limited(601888) were financed, and the net purchase exceeded 100 million yuan
Statistics show that on December 6, a total of 1189 stocks were net purchased by financing, and 301 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan. Contemporary Amperex Technology Co.Limited(300750) ranked first in the net purchase of financing, with a net purchase of RMB 321 million on the same day; The second is China Tourism Group Duty Free Corporation Limited(601888) , with a net financing purchase of RMB 226 million.
the financing balance of 11 science and technology innovation board shares such as Juxin technology increased by more than 10%
Statistics show that on December 6, the financing balance of 208 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 11 shares increased by more than 10%. The largest increase in financing balance was Ju Xin Technology, with the latest financing balance of 148020700 yuan, a month on month increase of 29.27%; There are also Wuhan Lincontrol Automotive Electronics Co.Ltd(688667) , Beijing Tieke Shougang Railway-Tech Co.Ltd(688569) , Anhui Ronds Science & Technology Incorporated Company(688768) , Shanghai Hiuv New Materials Co.Ltd(688680) , dingyang technology and other stocks with a large increase in financing balance.
growth list of financing balance of gem shares (attached shares)
Statistics show that the latest financing balance of GEM stocks is RMB 1974.496 billion, an increase of RMB 257 million month on month, the financing balance of 10 stocks increased by more than 10% month on month, and 12 stocks decreased by more than 10% month on month.
fund data:
21 funds with a scale of less than 1 million should strengthen the compulsory force of the fund liquidation mechanism
It is reported that by the end of the third quarter of this year, there were 21 funds with a scale of less than 1 million yuan, while the scale of noan Henghui bond fund established in May 2019 was only 15200 yuan. The author believes that the compulsory force of the fund liquidation mechanism should be further strengthened.
since this year, 488 new shares have been issued, raising a total of 512.487 billion yuan
Statistics show that, based on the issuance date, as of December 7, 488 companies have raised funds for the first time this year, with a cumulative fund-raising amount of 512.487 billion yuan, and a single company raised an average of 1.052 billion yuan. In terms of districts, there are 108 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, 149 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.
