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 net outflow of main funds is 122.7 billion, and the funds rush to raise the building decoration sector
Shanghai and Shenzhen stock markets rose as a whole this week (11.29 ~ 12.3). The Shanghai Composite Index rose 1.22% in the whole week, the Shenzhen Composite Index rose 0.78% in the whole week, and the gem index rose 0.28% in the whole week. In terms of capital flow, the cumulative net outflow of main funds in Shanghai and Shenzhen was 122.699 billion yuan throughout the week, including 7.624 billion yuan on Friday.
food and beverage industries are favored by main funds, and northward funds are added Gigadevice Semiconductor (Beijing) Inc(603986) , Luzhou Laojiao Co.Ltd(000568) and
From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 11 industry sectors showed net capital inflows today, of which the food and beverage industry sector had the largest net capital inflows, with a net inflow of 3.785 billion yuan; The leading net inflow of main funds in the industry sector was also public utilities, national defense and military industry, mining, architectural decoration and transportation, with a net inflow of 3.447 billion yuan, 1.556 billion yuan, 1.29 billion yuan, 1.08 billion yuan and 611 million yuan respectively.
on December 3, the net inflow of main funds in Shanghai and Shenzhen stock markets was 38.252 billion yuan
Statistics show that on December 3, the net inflow of main funds in Shanghai and Shenzhen was 38.252 billion yuan. At the industry level, electronics, public utilities and food and beverage ranked first in the net purchase amount of main funds, with RMB 7.133 billion, RMB 6.496 billion and RMB 6.176 billion respectively. The net sales of light industry manufacturing, automobile and steel by the main funds ranked first, with 486 million yuan, 329 million yuan and 290 million yuan respectively.
northbound funds:
northbound capital net bought more than 9 billion yuan, and these shares were increased
On December 3, northbound funds bought a net 9.221 billion yuan unilaterally throughout the day, a new high since October 22. Among them, Shanghai Stock connect bought a net 6.227 billion yuan and Shenzhen Stock connect bought a net 2.994 billion yuan. Among the top ten traded stocks, Gigadevice Semiconductor (Beijing) Inc(603986) , Luzhou Laojiao Co.Ltd(000568) , Will Semiconductor Co.Ltd.Shanghai(603501) received net purchases of RMB 944 million, RMB 363 million and RMB 352 million respectively. In terms of sales, the first three stocks sold net were Jiangsu Zhongtian Technology Co.Ltd(600522) , Byd Company Limited(002594) , East Money Information Co.Ltd(300059) , which were sold net of 413 million yuan, 327 million yuan and 174 million yuan respectively.
northbound capital increased its holdings of stocks with a market value of more than 100 million yuan (with list)
Statistics show that on December 2, the shareholding of 653 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, 32 had an increased market value of more than 100 million yuan. The largest increased market value was Contemporary Amperex Technology Co.Limited(300750) , the latest shareholding was 196 million shares, an increase of 0.64% month on month, and the increased market value was 855 million yuan, followed by Wuxi Apptec Co.Ltd(603259) , Gigadevice Semiconductor (Beijing) Inc(603986) , The increased market value was 627 million yuan and 465 million yuan respectively.
45 shares were reduced by more than 20% by northward funds
Statistics show that as of December 2, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held 1394 shares, with a total shareholding of 41.719 billion shares, a decrease of 205 million shares compared with the previous trading day. In the reduction of individual shares by land stock connect, there were 45 shares with a month on month decrease of more than 20%.
18 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 2, a total of 653 stocks have been increased by land stock connect. Among them, there were 18 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 242300 shares, with a month on month increase of 74.95%; There are also Dirui Industrial Co.Ltd(300396) , Henan Yicheng New Energy Co.Ltd(300080) , Shenzhen Yitoa Intelligent Control Co.Ltd(300131) , Guanglian Aviation Industry Co.Ltd(300900) , Huabao Flavours & Fragrances Co.Ltd(300741) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 280 million rush to raise Beijing Shunxin Agriculture Co.Ltd(000860) foreign capital net buys 5 shares and institutions net buy 20 shares
On December 3, Beijing Shunxin Agriculture Co.Ltd(000860) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 280 million yuan in the three days. Data show that the stock has been trading for two consecutive days, up 22.21% in the past three days. The top capital inflow was the net inflow of 140 million yuan from Shengang Shenzhen Branch on the third day, and the net inflow of Shenzhen Stock connect seat on the third day was 97.937 million yuan. A total of 27 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, Circuit Fabology Microelectronics Equipment Co.Ltd(688630) was the most net bought by the institution, and a net purchase of 150 million yuan in three days.
block transaction:
on December 3, 230 block transactions occurred in 94 stocks in Shanghai and Shenzhen, with a total turnover of 3.674 billion yuan
On December 3, 230 block transactions occurred in 94 stocks in Shanghai and Shenzhen, with a total turnover of 3.674 billion yuan. Among them, there were 124 block transactions in 43 stocks in Shanghai Stock Exchange, with a total turnover of 1.951 billion yuan; There were 104 block transactions in 50 stocks in Shenzhen, with a total turnover of 1.72 billion yuan. The Shanghai index closed at 3607.43 points, up 0.94%, with a turnover of 493.566 billion yuan.
the latest holdings plan came, and 11 stagflation stocks were increased by going north
Near the end of the year, industrial capital moves frequently, and many shareholders throw out plans to increase their holdings. The increase of shareholders' holdings is generally based on firm confidence in the future development of the company and enhancing investor confidence, which also plays a certain role in boosting the company's share price. Statistics show that from the date of the first announcement, since the fourth quarter of this year, A-share listed companies have launched 627 plans to increase their holdings, including 10 failures, 375 completed and 242 in progress.
Among the completed share increase events, 19 shareholders of 19 companies increased their shares, accounting for more than 2% of the total share capital, including Whirlpool (China) Co.Ltd(600983) , Shanghai Guijiu Co.Ltd(600696) , Sichuan Road & Bridge Co.Ltd(600039) , etc. According to the proportion of shareholders' increased shares in the total share capital of the companies under the increase plan, the total proportion of the proposed increase limit of 18 companies exceeds 2%, and that of 8 companies exceeds 5%.
two financial data:
the balance of two cities and two financial institutions decreased by 7.245 billion yuan
As of December 2, the balance of two financial institutions in Shanghai and Shenzhen was 1845.977 billion yuan, a decrease of 7.245 billion yuan compared with the previous trading day. Among them, the financing balance was 1724.979 billion yuan, a decrease of 1.974 billion yuan compared with the previous trading day; The balance of securities lending was 120.998 billion yuan, a decrease of 5.271 billion yuan compared with the previous trading day.
The net purchase of 9 shares financed exceeded 100 million yuan Shanxi Meijin Energy Co.Ltd(000723) and the net purchase was the most
Statistics show that on December 2, 1089 stocks were net purchased by financing, and 234 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan. Shanxi Meijin Energy Co.Ltd(000723) took the lead in the net purchase of financing, with a net purchase of 337 million yuan on the same day; The second is Kweichow Moutai Co.Ltd(600519) , with a net financing purchase of 300 million yuan.
36 shares were favored by financing customers, with a net purchase of more than 50 million yuan
Statistics show that specific to individual stocks, a total of 1089 stocks were net purchased by financing on December 2, and 234 stocks with a net purchase amount of more than 10 million yuan, of which 36 stocks had a net purchase amount of more than 50 million yuan. Shanxi Meijin Energy Co.Ltd(000723) ranked first in net financing purchases, with net purchases of 337 million yuan on the same day, followed by Kweichow Moutai Co.Ltd(600519) and Will Semiconductor Co.Ltd.Shanghai(603501) , with net financing purchases of 300 million yuan and 221 million yuan respectively, and Lingyi Itech (Guangdong) Company(002600) , Weichai Power Co.Ltd(000338) , China Vanke Co.Ltd(000002) ranked first in net financing purchases.
financiers are optimistic about the purchase of 6 shares, accounting for more than 30% of the transaction
Statistics show that on December 2, a total of 1837 stocks were purchased with financing funds, of which China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) stocks ranked first, with a purchase amount of 1.326 billion yuan; Shanxi Meijin Energy Co.Ltd(000723) the purchase amount is 1.302 billion yuan; Weichai Power Co.Ltd(000338) the purchase amount is 814 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of six individual shares accounts for more than 30% of the transaction amount.
The financing balance of 108 shares increased by more than 5%
Statistics show that as of December 2, the balance of two financial institutions in Shanghai stock market was 986.608 billion yuan, a decrease of 4.774 billion yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 859.369 billion yuan, a decrease of 2.47 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1845.977 billion yuan, a decrease of 7.244 billion yuan compared with the previous trading day. Specifically, there were 1094 stocks with an increase in financing balance, accounting for 49.68%, of which 108 stocks had an increase of more than 5%.
fund data:
more than 70% of QDII lost money in November, and Boshi e-fonda Guangfa fund and other funds led the increase
The data show that after excluding the abnormal data of net value, among the 359 QDII funds with comparable performance in the whole market, only 86 funds achieved net value increase in November, accounting for only 24%, and 271 funds with net value decrease, accounting for 75.5%. In addition, the net value of two funds closed flat.
the super mini fund with a scale of only 15200 yuan is still alive! There are also 29 funds with a scale of less than one million yuan
The reporter found that the nuo'an Henghui bond fund, established in May 2019, was redeemed in large amount soon after its establishment, and the latest scale was only 15200 yuan. The reporter further found that there are not a few super mini funds with a scale of less than 1 million yuan. By the end of the third quarter, the scale of 21 funds was less than 1 million yuan, far lower than the liquidation red line of public funds of 50 million yuan. Among them, there are six less than 100000 yuan.
since this year, 153 new shares on the science and innovation board have been issued, raising a total of 190.677 billion yuan
Statistics show that based on the issuance date, as of December 3, 153 companies on the science and innovation board have issued new shares this year, with a cumulative fund-raising amount of 190.677 billion yuan, and a single company has raised an average of 1.246 billion yuan. In terms of districts, there are 48 with a fund-raising amount of more than 1 billion yuan, 40 with a fund-raising amount of 500 million yuan to 1 billion yuan, and 65 with a fund-raising amount of less than 500 million yuan.
