According to choice data, the cumulative net inflow of northbound funds this week was 5.71 billion yuan, including a net outflow of 2.969 billion yuan from the Shanghai Stock connect, a net inflow of 8.679 billion yuan from the Shenzhen Stock connect, and a significant inflow of northbound funds into the Shenzhen market.
This week, the number of shares held by northbound funds in 726 stocks increased, and positions of 932 stocks were reduced, of which the largest amount was added to Contemporary Amperex Technology Co.Limited(300750) and the largest amount was reduced to "milk grass" Inner Mongolia Yili Industrial Group Co.Ltd(600887) .
the shareholding in 30 stocks increased by more than 10 million shares
From the perspective of northbound capital holdings, choice data show that as of November 26, the market value of northbound capital positions was 2.64 trillion yuan, and the market value of northbound capital positions increased by 4.3 billion yuan this week.
This week, the number of shares held by northbound funds in 726 stocks increased, of which 30 stocks increased by more than 10 million shares, the Fangda Carbon New Material Co.Ltd(600516) with the largest increase increased by 60366600 shares, and the holdings of Shanxi Meijin Energy Co.Ltd(000723) and Zheshang Securities Co.Ltd(601878) increased by 39867500 shares and 28614300 shares respectively.
From the perspective of market performance, the increase of capital holdings in the north this week ranked among the top ten stocks, with more gains and less losses, Fangda Carbon New Material Co.Ltd(600516) increased the most, with a cumulative increase of 17.75%, and Tcl Technology Group Corporation(000100) decreased the most, with a cumulative decrease of 2.83% this week.
Top ten shares of capital holdings increased by north this week
In terms of the proportion of circulating shares held, choice data show that the proportion of circulating shares held by northbound funds to 10 stocks increased by more than 1 percentage point this week, and the proportion of circulating shares held by Shanghai Sinotec Co.Ltd(603121) , Grinm Advanced Materials Co.Ltd(600206) , Shanghai Chuangli Group Co.Ltd(603012) ranked first, with an increase of 3.32 percentage points, 1.77 percentage points and 1.60 percentage points respectively.
In terms of market performance, only Shanghai Chuangli Group Co.Ltd(603012) among the top ten stocks with an increase in the proportion of capital circulation stocks in the north this week fell by 1.44%, while other stocks rose, Lushang Health Industry Development Co.Ltd(600223) rose the most, rising by 25.17% this week.
This week, the proportion of capital circulation shares in the North increased to the top ten shares
From the change of market value of positions, choice data shows that the market value of positions of northbound funds in 23 stocks increased by more than 500 million yuan this week, and the increase in market value of positions in Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , Nari Technology Co.Ltd(600406) ranked first. The market value of positions increased by 11.766 billion yuan, 6.597 billion yuan and 3.363 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound capital positions this week, except Nari Technology Co.Ltd(600406) and Eve Energy Co.Ltd(300014) which were reduced by northbound capital by 6035900 shares and 8823500 shares respectively, other stocks were increased by northbound capital, of which the holdings of Fangda Carbon New Material Co.Ltd(600516) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Contemporary Amperex Technology Co.Limited(300750) increased by more than 4 million shares.
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions this week rose, Maxscend Microelectronics Company Limited(300782) rose the most, with a cumulative increase of 21.53%.
Top ten stocks of market value increase of North fund positions this week
warehouse increase Contemporary Amperex Technology Co.Limited(300750) over 3 billion yuan
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, with an increase of Contemporary Amperex Technology Co.Limited(300750) 4567900 shares, with a total overweight amount of 3.042 billion yuan. According to the detailed data, the northbound funds increased their positions Contemporary Amperex Technology Co.Limited(300750) in four trading days this week, of which the amount of increased positions on November 22 exceeded 1.6 billion yuan.
According to the choice data, this week Contemporary Amperex Technology Co.Limited(300750) rose by 2.97%. As of November 26, northbound funds held Contemporary Amperex Technology Co.Limited(300750) 194 million shares, the share price of Contemporary Amperex Technology Co.Limited(300750) was 658 yuan / share, and the total market value was 1533.7 billion yuan.
Transaction Contemporary Amperex Technology Co.Limited(300750) details of northbound funds this week
49 more than 10 million shares of capital stock were reduced around
In the case that northbound funds increased their positions by more than 5 billion yuan this week, more than 900 stocks were reduced by northbound funds this week.
According to choice data, a total of 932 stocks were reduced by northbound funds this week, of which 49 stocks were reduced by more than 10 million shares. The Inner Mongolia Baotou Steel Union Co.Ltd(600010) with the largest number of shares reduced was reduced by 234 million shares, Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) and Aluminum Corporation Of China Limited(601600) were reduced by 95305700 shares and 78107800 shares respectively.
In terms of market performance, the number of shares with reduced positions in the north this week ranked among the top ten, with mixed gains and losses, Inner Mongolia Baotou Steel Union Co.Ltd(600010) increased the most, with a cumulative increase of 20.63% this week and Inner Mongolia Yili Industrial Group Co.Ltd(600887) decreased the most, with a cumulative decrease of 4.06% this week.
Top 10 shares of North fund position reduction this week
In terms of changes in the market value of positions, choice data show that the market value of positions of northbound funds in 22 stocks decreased by more than 500 million yuan this week, and the decrease in the market value of positions in China Merchants Bank Co.Ltd(600036) , Longi Green Energy Technology Co.Ltd(601012) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) ranked first, with a decrease of 4.328 billion yuan, 3.726 billion yuan and 3.493 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, China Tourism Group Duty Free Corporation Limited(601888) and Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) were increased by north capital by 189600 shares and 501400 shares respectively, and other stocks were reduced by north capital, of which China Merchants Bank Co.Ltd(600036) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Luxshare Precision Industry Co.Ltd(002475) , Ping An Bank Co.Ltd(000001) and China Yangtze Power Co.Ltd(600900) were reduced by north capital by more than 10 million shares.
In terms of market performance, the top ten stocks with the largest decrease in the market value of northward capital positions this week fell, Luxshare Precision Industry Co.Ltd(002475) fell the most, with a cumulative decline of 6.91% this week.
Top ten stocks with reduced market value of northward capital positions this week
position reduction Inner Mongolia Yili Industrial Group Co.Ltd(600887) exceeding 1.8 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 Inner Mongolia Yili Industrial Group Co.Ltd(600887) and Inner Mongolia Yili Industrial Group Co.Ltd(600887) 45310500 shares, with a reduction amount of 1.816 billion yuan. From the detailed data, the northbound funds reduced their positions Inner Mongolia Yili Industrial Group Co.Ltd(600887) in four trading days this week, including more than 600 million yuan on November 23.
According to choice data, as of November 26, northbound capital held Inner Mongolia Yili Industrial Group Co.Ltd(600887) 989 million shares, the share price of Inner Mongolia Yili Industrial Group Co.Ltd(600887) was 39.19 yuan / share, and the total market value of the company was 238.4 billion yuan.
Transaction Inner Mongolia Yili Industrial Group Co.Ltd(600887) details of northbound funds this week
(China Securities Journal)
