The A-share market fluctuated and rose this week. The Shanghai index, Shenzhen Component Index and gem index rose by 1.22%, 0.78% and 0.28% respectively.
According to choice data, the cumulative net inflow of funds from the north this week was 15.717 billion yuan, including 11.57 billion yuan from the Shanghai Stock connect and 3.547 billion yuan from the Shenzhen Stock connect. This week, the number of shares held by northbound funds in 817 stocks increased and 757 stocks were reduced. Among them, the amount of Contemporary Amperex Technology Co.Limited(300750) is the largest, and the amount of Kweichow Moutai Co.Ltd(600519) is the largest.
the shareholding of 66 shares increased by more than 10 million shares
The net inflow of northbound funds this week exceeded 15 billion yuan. According to choice data, the net inflow of northbound funds was 3.284 billion yuan on November 29, 3.411 billion yuan on November 30, 3.001 billion yuan on December 1, 3.021 billion yuan on December 2 and 9.221 billion yuan on December 3.
As of December 3, the market value of northbound capital positions was 2.67 trillion yuan, an increase of 24.6 billion yuan this week. The number of shares held in 817 stocks increased this week, of which 66 stocks increased by more than 10 million shares. The largest increase in shareholding is Inner Mongolia Junzheng Energy & Chemical Group Co.Ltd(601216) , which is 91.6527 million shares; Followed by 68.4574 million shares of China United Network Communications Limited(600050) and 63.069 million shares of China State Construction Engineering Corporation Limited(601668) .
From the market performance, only Guanghui Energy Co.Ltd(600256) of the top ten stocks with increased capital holdings in the north this week fell 0.16%, China United Network Communications Limited(600050) , Industrial And Commercial Bank Of China Limited(601398) closed flat, and other stocks rose. China Energy Engineering Corporation Limited(601868) increased the most, with a cumulative increase of 30.05%. Top ten stocks of capital holdings increased by north this week
Source: choice
In terms of the proportion of tradable shares held, choice data show that the proportion of tradable shares held by northbound funds in 12 stocks increased by more than 1 percentage point this week, among which the proportion of tradable shares held by Wuxi Shangji Automation Co.Ltd(603185) , Shanghai Baolong Automotive Corporation(603197) , Ningbo Huaxiang Electronic Co.Ltd(002048) ranked first, with an increase of 3.69, 2.38 and 2.25 percentage points respectively.
In terms of market performance, only Wuxi Shangji Automation Co.Ltd(603185) and Risen Energy Co.Ltd(300118) of the top ten stocks with increased proportion of circulating shares held by northward funds this week fell, down 11.40% and 8.52% respectively; Other stocks rose, Ningbo Huaxiang Electronic Co.Ltd(002048) rose the most, rising 19.28% this week. The proportion of circulating shares held by northbound funds increased by the top ten stocks this week
Source: choice
From the change of market value of positions, choice data shows that the market value of positions of northbound funds in 31 stocks increased by more than 500 million yuan this week, among which the increase of market value of positions in Contemporary Amperex Technology Co.Limited(300750) , Gigadevice Semiconductor (Beijing) Inc(603986) , Will Semiconductor Co.Ltd.Shanghai(603501) ranked first, with an increase of 7.904 billion yuan, 2.870 billion yuan and 2.594 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound capital positions this week, except Kweichow Moutai Co.Ltd(600519) which was reduced by 660100 shares, other stocks were increased, of which the holdings of Gigadevice Semiconductor (Beijing) Inc(603986) , China Merchants Bank Co.Ltd(600036) , Wuxi Apptec Co.Ltd(603259) , Haier Smart Home Co.Ltd(600690) increased by more than 10 million shares. In terms of market performance, these 10 stocks all rose, Gigadevice Semiconductor (Beijing) Inc(603986) rose the most, with a cumulative increase of 16.12%. Top ten stocks of market value increase of North fund positions this week
Source: choice
warehouse increase Contemporary Amperex Technology Co.Limited(300750) over 2.2 billion yuan
This week, the distribution of capital increase in the north is more balanced.
Calculated from the average transaction price and the number of overweight shares, Contemporary Amperex Technology Co.Limited(300750) is the stock with the largest amount of capital increase in the north this week, holding 3332500 shares, with an amount of 2.270 billion yuan. From the detailed data, northbound funds increased their positions Contemporary Amperex Technology Co.Limited(300750) for five consecutive trading days this week, of which the amount increased on November 30 exceeded 1.1 billion yuan.
This week Contemporary Amperex Technology Co.Limited(300750) rose 4.41% to a record high on December 3. As of December 3, northbound capital held Contemporary Amperex Technology Co.Limited(300750) 197 million shares; Contemporary Amperex Technology Co.Limited(300750) the share price is 687 yuan / share, and the total market value is 1601.2 billion yuan. Transaction Contemporary Amperex Technology Co.Limited(300750) details of northbound funds this week
Source: choice
47 stocks were reduced by more than 10 million shares
According to choice data, a total of 757 stocks were reduced by northbound funds this week, of which 47 stocks were reduced by more than 10 million shares. The most positions were reduced by Inner Mongolia Baotou Steel Union Co.Ltd(600010) and 106 million shares. In addition, Shanghai 2345 Network Holding Group Co.Ltd(002195) and Cosco Shipping Development Company Limited(601866) were reduced by 91.5539 million shares and 45.5889 million shares respectively.
In terms of market performance, the top ten stocks in the north this week fell more or rose less. Among them, Cosco Shipping Holdings Co.Ltd(601919) increased the most, with a cumulative increase of 17.05% this week; Jiangsu Zhongtian Technology Co.Ltd(600522) fell the most, down 6.91% this week. Top 10 stocks of North fund position reduction this week
Source: choice
According to the choice data, the market value of northbound funds’ positions in 20 stocks decreased by more than 500 million yuan this week, among which the market value of Longi Green Energy Technology Co.Ltd(601012) , Nari Technology Co.Ltd(600406) , Jiangsu Hengrui Medicine Co.Ltd(600276) positions decreased by 3.806 billion yuan, 3.303 billion yuan and 2.708 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, except China Tourism Group Duty Free Corporation Limited(601888) and Yunnan Energy New Material Co.Ltd(002812) were increased by 996100 shares and 440800 shares respectively, other stocks were reduced by northward funds, of which Nari Technology Co.Ltd(600406) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Tongwei Co.Ltd(600438) were reduced by more than 10 million shares. In terms of market performance, these 10 stocks all fell, Aier Eye Hospital Group Co.Ltd(300015) fell the most, with a cumulative decline of 8.59% this week. Top ten stocks with reduced market value of northward capital positions this week
Source: choice
position reduction Kweichow Moutai Co.Ltd(600519) 1.3 billion yuan
Calculated from the average transaction price and the number of shares reduced, the individual shares with the highest amount of capital reduction in the north this week were Kweichow Moutai Co.Ltd(600519) , with a reduction of 660100 shares, amounting to 1.3 billion yuan. From the detailed data, the northbound funds reduced their positions Inner Mongolia Yili Industrial Group Co.Ltd(600887) in three trading days this week, of which the positions were reduced by more than 900 million yuan on November 29 and 30.
Choice data show that Kweichow Moutai Co.Ltd(600519) has increased by 1.59% this week. As of December 3, BEIXIANG capital held Kweichow Moutai Co.Ltd(600519) 88373900 shares; Kweichow Moutai Co.Ltd(600519) the share price is 1971.88 yuan / share, and the total market value is 2477 billion yuan. Transaction Kweichow Moutai Co.Ltd(600519) details of northbound funds this week
Source: choice
(China Securities Journal)
