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 the main funds of the two cities was 36.727 billion yuan, and the net outflow of the electrical equipment industry ranked first

In terms of funds, the main funds today had a net outflow of 36.727 billion yuan throughout the day, showing a net outflow for eight consecutive trading days. Among them, the net outflow of main funds of gem was 15.533 billion yuan; The net outflow of main funds from the science and Innovation Board was 2.616 billion yuan; The net inflow of main funds of 300 constituent stocks in Shanghai and Shenzhen was 1.111 billion yuan.

The style of was switched again, and the main capital net flowed into auto stocks. At the end of the trading, the PV leader in the large consumer sector was reduced again

Statistics show that from the trend of funds in the late trading, the net inflow of main funds in the late trading of food and beverage, automobile, real estate and iron and steel industries is more than 100 million yuan, and there is still no small net outflow in the late trading of electrical equipment, computer, medicine, biology, chemical industry and mechanical equipment industries, all of which are more than 600 million yuan. Weichai Power Co.Ltd(000338) in the late trading, the net inflow of main funds was 208 million yuan, and the net inflow of the whole day changed from negative to positive.

the main funds were withdrawn from the dragon and tiger list institutions in electrical equipment, computer and other industries Miracle Automation Engineering Co.Ltd(002009) and

From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 8 industry sectors with net inflow of main funds and 20 industry sectors with net outflow of main funds. Among them, the electrical equipment industry sector has the largest net outflow of main funds, with a net outflow amount of 7.75 billion yuan; The leading net outflow of main funds in the industry sector are computers, medicine and biology, electronics, chemical industry and public utilities.

northbound funds:

BEIXIANG net bought more than 3 billion yuan Contemporary Amperex Technology Co.Limited(300750) and increased its position by more than 800 million yuan

On December 2, BEIXIANG net bought 3.021 billion yuan. Among them, the net purchase of Shanghai Stock connect was 3.948 billion yuan and the net sale of Shenzhen Stock connect was 927 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Wuxi Apptec Co.Ltd(603259) , Gigadevice Semiconductor (Beijing) Inc(603986) received net purchases of 851 million yuan, 629 million yuan and 465 million yuan respectively. The first three stocks sold in net terms were Ganfeng Lithium Co.Ltd(002460) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Byd Company Limited(002594) , with net sales of 405 million yuan, 402 million yuan and 222 million yuan respectively.

great changes in the top ten heavy positions of funds in the North! Increase the position of “ningwang” by 32 billion yuan and reduce the position of Maotai by more than 31 billion yuan! The largest heavy warehouse industry is it

Since this year, the A-share market has shown a structural market. According to choice data, as of November 30, northbound funds had accumulated a net inflow of 343.177 billion yuan this year. In terms of industry, northbound capital ranks first in terms of increased positions in power equipment, electronics, medicine and biology industries, and reduced positions in food and beverage industry by more than 11 billion yuan. In terms of individual stocks, the number of shares held by 1039 stocks increased and the position of 1021 stocks decreased. 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.

31 shares including Wuxi Apptec Co.Ltd(603259) were increased by more than 100 million yuan

Statistics show that on December 1, a total of 810 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, 31 had an increased market value of more than 100 million yuan, the largest was Unigroup Guoxin Microelectronics Co.Ltd(002049) , the latest holding was 24397100 shares, an increase of 12.84% month on month, and the increased market value was 645 million yuan; The increased market value is large, and there are Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) , Kweichow Moutai Co.Ltd(600519) , Risen Energy Co.Ltd(300118) , Gigadevice Semiconductor (Beijing) Inc(603986) and other stocks.

26 shares were reduced by more than 100 million yuan

Statistics show that on December 1, the shareholding of 671 shares decreased month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 260 shares had a market value of more than 10 million yuan, 26 shares had a market value of more than 100 million yuan, and Ganfeng Lithium Co.Ltd(002460) had the largest market value. The latest shareholding was 81.0992 million shares, a month on month decrease of 3.89%, The reduced market value was 536 million yuan, followed by Gotion High-Tech Co.Ltd(002074) , Longi Green Energy Technology Co.Ltd(601012) , and the reduced market value was 359 million yuan and 352 million yuan respectively.

dragon and tiger list:

dragon and tiger list: 270 million rush to raise Lingyi Itech (Guangdong) Company(002600) foreign capital net buys 3 shares and institutions net buys 13 shares

On December 2, Lingyi Itech (Guangdong) Company(002600) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 270 million yuan in the three days. Data show that the stock closed within the daily limit, rising 18.47% in the three days. Shenzhen Stock connect, the top fund inflow, bought 148 million yuan on the third day. A total of 26 stocks were involved in the institutional participation list, of which 13 were net bought by the institution, Miracle Automation Engineering Co.Ltd(002009) was the most bought, with a total of 148 million yuan. In addition, 13 shares were sold by institutions, and Navinfo Co.Ltd(002405) was sold the most, amounting to 43.1544 million yuan.

block transaction:

on December 2, 182 block transactions occurred in 81 stocks in Shanghai and Shenzhen, with a total turnover of 3.148 billion yuan

On December 2, 182 block transactions occurred in 81 stocks in Shanghai and Shenzhen, with a total turnover of 3.148 billion yuan. Among them, there were 95 block transactions in 34 stocks in Shanghai stock market, with a total turnover of 1.446 billion yuan; There were 79 block transactions in 45 stocks in Shenzhen, with a total turnover of 1.549 billion yuan. The Shanghai index closed at 3573.84 points, down 0.09%, with a turnover of 468.425 billion yuan.

two financial data:

the balance of two cities and two financial institutions increased by 537 million yuan

As of December 1, the balance of two financial institutions in Shanghai and Shenzhen was 1853.222 billion yuan, an increase of 537 million yuan over the previous trading day. Among them, the financing balance was 1726.953 billion yuan, an increase of 3 billion yuan over the previous trading day; The balance of securities lending was 126.269 billion yuan, a decrease of 2.463 billion yuan compared with the previous trading day.

the financing balance of the science and Innovation Board increased by 317 million yuan

On December 1, the balance of two financing on the science and Innovation Board totaled 84.136 billion yuan, a decrease of 82 million yuan compared with the previous trading day. Among them, the total financing balance was 62.631 billion yuan, an increase of 317 million yuan over the previous trading day; The balance of securities lending totaled 21.505 billion yuan, a decrease of 399 million yuan compared with the previous trading day.

The net purchase of 15 shares financed exceeded 100 million yuan Longi Green Energy Technology Co.Ltd(601012) and the net purchase was the most

Statistics show that on December 1, a total of 1094 stocks were net purchased by financing, and 308 stocks with a net purchase amount of more than 10 million yuan. Among them, 15 financing net purchases exceeded 100 million yuan. Longi Green Energy Technology Co.Ltd(601012) ranked first in net purchases financed, with a net purchase of 497 million yuan on the same day; The second is Yongxing Special Materials Technology Co.Ltd(002756) , with a net financing purchase of 321 million yuan.

The financing balance of 15 Kechuang board shares such as Beijing Yupont Electric Power Technology Co.Ltd(688597) increased by more than 10%

Statistics show that the financing balance of 181 individual stocks on the science and Innovation Board increased month on month on December 1. Among them, the financing balance of 15 shares increased by more than 10%. The largest increase in financing balance was Beijing Yupont Electric Power Technology Co.Ltd(688597) , with the latest financing balance of 31.5336 million yuan, a month on month increase of 38.49%; Other stocks with large increase in financing balance include Shanghai Hollywave Electronic System Co.Ltd(688682) , Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Nanya New Material Technology Co.Ltd(688519) , torch core technology and so on.

fund data:

This is steady happiness?! The income of fof fund in this year is almost all red. Is the market going to be hot?

When the performance of active equity funds is differentiated and most of the online Red funds are green, the annual income of fof fund products is almost all red. Data show that 162 fof funds (according to different shares) established for one year have almost achieved full red 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%.

70% of the funds outperformed the “mini base” index in November

Looking at the extension of time, the average yield of active equity funds in the first 11 months of this year was about 9%, significantly outperforming the market benchmark index and giving birth to two double bull funds. Qianhai Kaiyuan new economy a and Qianhai Kaiyuan public utilities earned 122.55% and 117.67% respectively in the first 11 months of this year, becoming the king of revenue this year; Great Wall Industry rotation a, Baoying advantageous industry a and Jinying national emerging have a net growth rate of more than 90% since this year, ranking third to fifth in the revenue list respectively.

52 billion yuan! In the first November, the self purchase scale of the fund hit a record high

Statistics show that in the first November of this year, the self purchase scale and self purchase times of the fund both hit a record high. Among them, the self purchase scale of the fund company was 5.2 billion yuan, and the number of self purchases reached 386 times. Cathay Pacific Fund ranks first with a total self purchase scale of 390 million yuan, and 16 fund companies have a self purchase scale of more than 100 million yuan. In the view of insiders, it is often of certain wind vane significance for fund companies to use real gold and silver for self purchase, but it is also a marketing means to enhance investors’ willingness to purchase the base. When choosing self purchase funds, Jimin needs to consider a variety of factors comprehensively, and can not blindly “copy operations”.

the issuance frequency of new funds is delayed, and some theme products are difficult to absorb money

Data show that since November, a total of 29 new fund products have announced the extension of the raising period. On November 25, three funds issued an announcement on extending the raising period on the same day. The ETF connection of the Western Lide gem will extend the original deadline for raising from November 25 to November 30; Jingshun Great Wall anding extended the deadline for raising to November 30 one year; ABC Huili’s innovative growth will extend the deadline for raising to December 3.