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:
financial stocks were favored by the main funds, and 11 shares were raised by longhubang institutions
In terms of the industry sector, among the 28 Tier-1 industries to which Shenwan belongs, only the four industry sectors of non bank finance, banking, leisure services and household appliances show net capital inflows, with net inflows of 4.476 billion yuan, 1.624 billion yuan, 497 million yuan and 299 million yuan respectively. The main funds of 24 industry sectors showed a net outflow, of which the main funds of the electrical equipment industry sector had the largest net outflow, with a net outflow amount of 6.121 billion yuan.
decrypt the main capital flight stocks, with a net outflow of 497 shares for 5 consecutive days
Statistics show that as of the closing on December 6, a total of 497 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 Zhenhua Chemical Co.Ltd(603067) ranked first in terms of net outflow of main funds for 22 consecutive days; Hubei Guochuang Hi-Tech Material Co.Ltd(002377) the net outflow of main funds for 21 consecutive days ranked second. In terms of the total scale of net outflow of main funds, Longi Green Energy Technology Co.Ltd(601012) has the largest net outflow of main funds, with a cumulative net outflow of 8.197 billion yuan for 9 consecutive days, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) followed by a cumulative net outflow of 2.877 billion yuan for 5 days.
the main force has been net outflow for ten consecutive days! Brokerage stocks became bright eyed stars, and the net outflow of main funds in the late trading exceeded 100 million yuan
Statistics show that today, the main funds of Shanghai and Shenzhen stock markets had a net outflow of 38.942 billion yuan throughout the day, and the scale of net outflow continued to expand, showing a net outflow for 10 consecutive days. The net purchase of 48 main shares exceeded 100 million yuan. Citic Securities Company Limited(600030) has the largest net inflow of main funds, with an increase of 1.301 billion yuan. The company's share price rose to 6.82% today. Today's net inflow of main funds of China Industrial Securities Co.Ltd(601377) , Ping An Bank Co.Ltd(000001) , Huaqiang technology, Wuliangye Yibin Co.Ltd(000858) and other stocks ranks first.
northbound funds:
the net inflow of northbound funds today was 395 million yuan Citic Securities Company Limited(600030) and the position was increased by 848 million yuan
On December 6, the total net inflow of northbound funds was 395 million yuan. Among them, the net inflow of Shanghai Stock connect was 2.123 billion yuan and the net outflow of Shenzhen Stock connect was 1.728 billion yuan. Among the top ten traded stocks, the top three in net purchases were Citic Securities Company Limited(600030) , East Money Information Co.Ltd(300059) , Ping An Bank Co.Ltd(000001) , with net purchases of 848 million yuan, 699 million yuan and 557 million yuan respectively. The top three net sales are Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Zhejiang Huayou Cobalt Co.Ltd(603799) , with net sales of 399 million yuan, 328 million yuan and 219 million yuan respectively.
42 shares such as Gigadevice Semiconductor (Beijing) Inc(603986) , Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) were increased by more than 100 million yuan
Statistics show that on December 3, a total of 854 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, 42 had an increased market value of more than 100 million yuan, the largest was Gigadevice Semiconductor (Beijing) Inc(603986) , the latest holding was 52.7403 million shares, an increase of 11.2% month on month, and the increased market value was 937 million yuan; The increased market value is large, and there are Zhangzhou Pientzehuang Pharmaceutical Co.Ltd(600436) , Luzhou Laojiao Co.Ltd(000568) , Will Semiconductor Co.Ltd.Shanghai(603501) , Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) and other shares.
21 shares increased their positions by more than 30% Dongguan Aohai Technology Co.Ltd(002993) with the largest increase
Statistics show that as of December 3, a total of 854 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 Dongguan Aohai Technology Co.Ltd(002993) . Land stock connect recently held 218500 shares, with a month on month increase of 204.5%; There are also Sichuan Furong Technology Co.Ltd(603327) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , China Railway Materials Company Limited(000927) , Red Phase Inc(300427) , Lizhong Sitong Light Alloys Group Co.Ltd(300428) and other stocks with large month on month growth.
northbound funds bought more than 15 billion yuan of technology stocks last week, which received key attention
Statistics show that a total of 8 new shares were issued last week (November 29 to December 3). This week (December 6 to December 10), 11 new shares will be issued, with a total number of about 608 million shares, and the total amount of funds raised is expected to be 11.353 billion yuan. Technology stocks were focused on by northbound funds last week. Shenwan electronics industry received a net purchase of more than 3.1 billion yuan, the industry with the largest net purchase last week.
dragon and tiger list:
dragon and tiger list: 110 million rush to raise Shenzhen Center Power Tech.Co.Ltd(002733) net purchase of 1 share by foreign capital and 12 shares by institutions
On December 6, Shenzhen Center Power Tech.Co.Ltd(002733) , with a net capital inflow of 110 million yuan, was the largest among the dragon and tiger stocks on the list. The daily limit of the stock closed, and the turnover rate of the whole day was 13.88%. Huaxin Shanghai Branch, which has a net inflow of funds, has a net purchase of 52.1244 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Anhui Tongfeng Electronics Company Limited(600237) was the most bought, amounting to 53.7555 million yuan. In addition, 11 shares were sold by institutions, and Jiangsu Rongtai Industry Co.Ltd(605133) was sold the most, amounting to 69.0936 million yuan.
block transaction:
on December 6, 164 block transactions occurred in 72 stocks in Shanghai and Shenzhen, with a total turnover of 2.686 billion yuan
On December 6, 164 block transactions occurred in 72 stocks in Shanghai and Shenzhen, with a total turnover of 2.686 billion yuan. Among them, there were 59 block transactions in 31 stocks in Shanghai Stock Exchange, with a total turnover of 672 million yuan; There were 100 block transactions in 36 stocks in Shenzhen, with a total turnover of 1.987 billion yuan. The Shanghai index closed at 3589.31 points, down 0.50%, with a turnover of 528.23 billion yuan.
23 shares were increased by important shareholders Meinian Onehealth Healthcare Holdings Co.Ltd(002044) with the largest amount of increase
According to the statistics based on the date of equity change, a total of 23 shares of listed companies have been increased by important shareholders in the past five trading days (November 29 ~ December 3). In terms of the increase amount, 11 companies have increased their holdings by more than 10 million yuan in the past five days, and Meinian Onehealth Healthcare Holdings Co.Ltd(002044) has the largest increase amount. During the period, they have increased their holdings by 91.2694 million shares, with a total increase amount of 707 million yuan; The second is Shanghai Golden Bridge Infotech Co.Ltd(603918) , with an increase of 16.65 million shares and an increase of 111 million yuan.
two financial data:
the balance of two cities and two financial institutions decreased by 1.805 billion yuan
As of December 3, the balance of the two financial institutions in Shanghai and Shenzhen was 1844.172 billion yuan, a decrease of 1.805 billion yuan compared with the previous trading day. Among them, the financing balance was 1723.12 billion yuan, a decrease of 1.859 billion yuan compared with the previous trading day; The balance of securities lending was 121.052 billion yuan, an increase of 54 million yuan over the previous trading day.
financiers are optimistic about the purchase of 5 shares, accounting for more than 30% of the transaction
Statistics show that on December 3, 1837 individual stocks were purchased with financing funds, of which Cecep Solar Energy Co.Ltd(000591) were the top stocks, with a purchase amount of 832 million yuan; China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) the purchase amount is 826 million yuan; Cosco Shipping Holdings Co.Ltd(601919) the purchase amount is 801 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 five 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 3, the financing balance of Shanghai and Shenzhen was 1723.12 billion yuan, accounting for 2.34% of the circulating market value of a shares. Among the two financial target stocks, there are 57 stocks with financing balance accounting for more than 10% of the circulating market value, 739 stocks with financing balance accounting for 5% ~ 10%, 1238 stocks with financing balance accounting for 1% ~ 5% and 170 stocks with financing balance accounting for no more than 1%.
The net purchase of 12 shares financed exceeded 100 million yuan Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) and the net purchase was the most
Statistics show that on December 3, a total of 1001 stocks were net purchased by financing, and 232 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 100 million yuan. Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) ranked first in net purchases financed, with a net purchase of 272 million yuan on the same day; Followed by Cecep Solar Energy Co.Ltd(000591) , with a net financing purchase of 251 million yuan.
The financing balance of 105 shares increased by more than 5%
Statistics show that as of December 3, the balance of two financial institutions in Shanghai stock market was 986.095 billion yuan, a decrease of 513 million yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 858.077 billion yuan, a decrease of 1.292 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1844.172 billion yuan, a decrease of 1.806 billion yuan compared with the previous trading day. In terms of individual stocks, there were 999 stocks with an increase in financing balance, accounting for 45.35%, of which 105 stocks had an increase of more than 5%.
fund data:
multiple funds set a net redemption ratio during the restricted opening period
Recently, huitianfu, Boshi, Fuguo, Jingshun Great Wall Fund and other funds issued an announcement to announce the restrictions on the net redemption of fund units during the restricted opening period of the fund and the results of redemption application. A product opening model ignored by investors surfaced.
is it reliable for equity fund performance differentiation to follow fof's "copy operation"?
The data show that 162 fof funds (according to different shares) established for one year have almost achieved positive returns this year, and only three funds have suffered weak losses of 2.5%, 0.32% and 0.02%. On the whole, the proportion of funds with red income in fof during the year was as high as 98%. For a long time, fof has achieved positive returns since its establishment, of which 63 funds have a return of more than 30% and 26 funds have a return of more than 50%.
