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:
strong stocks tracked the net inflow of main funds into 51 stocks for 5 consecutive days
Statistics show that as of the closing on November 23, a total of 51 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. China Enterprise Company Limited(600675) and other major capital net inflows for 10 consecutive days, ranking first; Zhejiang Oceanking Development Co.Ltd(603213) for 9 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Inner Mongolia Baotou Steel Union Co.Ltd(600010) has the largest net inflow of main funds, with a cumulative net inflow of 1.516 billion yuan for five consecutive days, Avic Xi’An Aircraft Industry Group Company Ltd(000768) followed by a cumulative net inflow of 620 million yuan for five days.
capital has changed! Yesterday’s favored industry was fleeing today, with a net outflow of more than 100 million yuan
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 30.981 billion yuan throughout the day. Today, only the main funds of four industries realized net inflow. The capital inflow of the iron and steel industry took the lead, with a net inflow of 913 million yuan. Mining followed, with an increase of 572 million yuan. The electronic industry sought after by funds yesterday was smashed by the main force today, with an outflow of more than 8.3 billion yuan. Chemical, electrical equipment, public utilities and other industries have been the main force of flight. In terms of individual stocks, Shenzhen Zqgame Co.Ltd(300052) had the largest net inflow of main funds at the end of the trading, which was 166 million yuan. The share price rose from a decline of more than 4% to a rise of more than 6% in the afternoon.
the main funds are withdrawn from the electronics, chemical and other industries, and the funds are increased northward Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) and
From the perspective of industry sector, among the 28 first-class industries to which Shenwan belongs, there are only four industry sectors of steel, mining, textile and garment and architectural decoration, with net capital inflows of RMB 913 million, RMB 572 million, RMB 215 million and RMB 02 million respectively. The main funds of 24 industry sectors showed a net outflow, of which the main funds of the electronic industry sector had the largest net outflow, with a net outflow amount of 8.37 billion yuan.
northbound funds:
northbound funds bought net for three consecutive days and continued to increase positions Contemporary Amperex Technology Co.Limited(300750) more than 1 billion. These leading stocks were also significantly increased (list)
The net purchase of northbound funds on that day was 5.223 billion yuan, the third consecutive trading day. Among them, the net purchase of Shanghai Stock connect was 2.597 billion yuan and that of Shenzhen Stock connect was 2.626 billion yuan. In terms of today’s top ten active stocks, yesterday’s net purchase reached a nine month high of Contemporary Amperex Technology Co.Limited(300750) , and today, another large net purchase of 1.057 billion yuan was obtained; Followed by Kweichow Moutai Co.Ltd(600519) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , with net purchases of 991 million yuan and 369 million yuan respectively. The top three stocks with net sales are Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Eve Energy Co.Ltd(300014) , which are 672 million yuan, 452 million yuan and 273 million yuan respectively.
34 shares such as Contemporary Amperex Technology Co.Limited(300750) , Ganfeng Lithium Co.Ltd(002460) were increased by more than 100 million yuan
Statistics show that on November 22, a total of 643 shares obtained northward funds, and the shareholding 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, 34 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 192 million shares, an increase of 1.34% month on month, and the increased market value is 1.725 billion yuan; The market value of increased holdings is large, and there are Ganfeng Lithium Co.Ltd(002460) , Maxscend Microelectronics Company Limited(300782) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Beijing Easpring Material Technology Co.Ltd(300073) , Yunnan Energy New Material Co.Ltd(002812) and other shares.
24 shares were reduced by more than 100 million yuan
Statistics show that on November 22, the shareholding of 817 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, 282 shares had a market value of more than 10 million yuan, 24 shares had a market value of more than 100 million yuan, and Eve Energy Co.Ltd(300014) had the largest market value. The latest shareholding was 127 million shares, a month on month decrease of 2.24%, The reduced market value was 406 million yuan, followed by Byd Company Limited(002594) , Saic Motor Corporation Limited(600104) , and the reduced market value was 345 million yuan and 231 million yuan respectively.
list of shares held by northbound funds
Statistics show that as of November 22, 2257 shares were held by northbound funds, with a total shareholding of 98.121 billion shares and a total market value of 2.64 trillion yuan. According to the statistics of shareholding ratio, the proportion of total share capital held by 48 shares of northward capital exceeds 10%, and 73 shares account for more than 10% of circulating shares.
dragon and tiger list:
dragon and tiger list: 310 million rush to raise Hengdian Group Dmegc Magnetics Co.Ltd(002056) foreign capital net buys 2 shares and institutions net buys 13 shares
On November 23, Hengdian Group Dmegc Magnetics Co.Ltd(002056) , with a net inflow of 313 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, and the share price hit another record high. Specifically, Changjiang Securities Company Limited(000783) Shanghai Weihai Road Net bought 162 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 13 were net bought by the institution and Ja Solar Technology Co.Ltd(002459) was the most bought by the institution, amounting to 189 million yuan. In addition, 12 shares were net sold by institutions, Hangzhou Star Shuaier Electric Appliance Co.Ltd(002860) was the most sold, with a net sales of 108 million yuan in three days.
block transaction:
on November 23, 113 stocks in the two cities had block trading Centre Testing International Group Co.Ltd(300012) premium of 23.25%
According to the recent announcement of the Shanghai and Shenzhen stock exchanges, a total of 113 stocks in the two markets had block trading on November 23, with a turnover of 3.055 billion yuan. Among them, there were 8 premium transactions, 15 parity transactions and 90 discount transactions. Premium transactions in block transactions include Centre Testing International Group Co.Ltd(300012) (23.25%), Bank Of Communications Co.Ltd(601328) (9.70%), Gosun Holdings Co.Ltd(000971) (3.85%), Gotion High-Tech Co.Ltd(002074) (1.62%), Shenzhen Chipscreen Biosciences Co.Ltd(688321) (1.10%), Beijing Beetech Inc(300667) (1.01%), China Minsheng Banking Corp.Ltd(600016) (0.26%) and Industrial And Commercial Bank Of China Limited(601398) (0.22%).
hot money information:
the business department’s favorite individual stocks were exposed, with a net purchase of more than 50 million
Statistics show that on November 23, the sales department bought a net 357 million yuan of funds, including 18 stocks bought and 20 stocks sold. The net purchases of many stocks were Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Wuhan Golden Laser Co.Ltd(300220) , Lingnan Eco&Culture-Tourism Co.Ltd(002717) etc., and the net purchases accounted for 10.69%, 22.59% and 6.44% of the turnover on that day. In addition, the top stocks sold by the business department were Ja Solar Technology Co.Ltd(002459) , Zhongjie (Jiangsu) Technology Co.Ltd(301072) , Xiamen Wanli Stone Stock Co.Ltd(002785) respectively, and the net sales accounted for 6.36%, 6.35% and 7.60% of the turnover on that day.
two financial data:
the balance of two cities and two financial institutions increased by 11.129 billion yuan
As of November 22, the balance of the two financial institutions in Shanghai and Shenzhen was 1847.221 billion yuan, an increase of 11.129 billion yuan over the previous trading day. Among them, the financing balance was 171.174 billion yuan, an increase of 10.831 billion yuan over the previous trading day; The balance of securities lending was 136.047 billion yuan, an increase of 298 million yuan over the previous trading day.
The net purchase of 29 shares financed exceeded 100 million yuan Longi Green Energy Technology Co.Ltd(601012) and the net purchase was the most
Statistics show that on November 22, 1323 stocks were net purchased by financing, and 408 stocks with a net purchase amount of more than 10 million yuan. Among them, 29 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 579 million yuan on the same day; Followed by China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , with a net financing purchase of 430 million yuan.
The financing balance of 22 Sci-tech Innovation Board shares such as Leaguer (Shenzhen) Microelectronics Corp(688589) increased by more than 10%
Statistics show that on November 22, there were 204 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 22 shares increased by more than 10%. The largest increase in financing balance was Leaguer (Shenzhen) Microelectronics Corp(688589) , with the latest financing balance of 180.7245 million yuan, a month on month increase of 34.5%; Other stocks with large increase in financing balance include Ningbo Solartron Technology Co.Ltd(688299) , Shanghai Hiuv New Materials Co.Ltd(688680) , Guangdong Leadyo Ic Testing Co.Ltd(688135) , Hangzhou Iecho Science & Technology Co.Ltd(688092) , China Railway High-Speed Electrification Equipment Corporation Limited(688285) .
the proportion of financing customers controlling more than one share (with list)
Statistics show that on November 22, the financing balance of Shanghai and Shenzhen was 171.174 billion yuan, accounting for 2.34% of the circulating market value of a shares. Among the two financial target stocks, there are 58 stocks with financing balance accounting for more than 10% of the circulating market value, 728 stocks with financing balance accounting for 5% ~ 10%, 1230 stocks with financing balance accounting for 1% ~ 5% and 180 stocks with financing balance accounting for no more than 1%.
The financing balance of 194 shares increased by more than 5%
Statistics show that as of November 22, the balance of two financial institutions in Shanghai stock market was 987.35 billion yuan, an increase of 5.308 billion yuan over the previous trading day; The balance of two financial institutions in Shenzhen was 859.871 billion yuan, an increase of 5.821 billion yuan over the previous trading day; The balance of the two cities and two financial institutions totaled 1847.221 billion yuan, an increase of 11.129 billion yuan over the previous trading day. Specifically, in terms of individual stocks, there were 1321 stocks with an increase in financing balance, accounting for 60.21%, of which 194 stocks had an increase of more than 5%.
fund data:
eight theme funds of the Beijing stock exchange “attracted more than 25 billion yuan
On November 22, seven fund companies disclosed the confirmation proportion of subscription application for theme funds of the Beijing stock exchange. Among them, huitianfu’s theme fund subscription application confirmation proportion of the Beijing stock exchange is the lowest, only about 6.99%; The subscription application confirmation proportion of the theme fund of the Beijing stock exchange under Wanjia fund is the highest, about 36.02%.
The ceiling of the eight theme funds of the Beijing stock exchange was 500 million yuan, which were sold out in the half day of November 19 alone. According to the calculation of the proportion of subscription application confirmation, the total “gold absorption” of the eight theme funds of the Beijing stock exchange exceeds 25 billion yuan.
the decisive battle of fund income at the end of the year! What are the “secret weapons” in the hands of potential champions?
The “annual drama” fund performance showdown has begun. Judging from the latest war situation, the competition is quite fierce. As of November 19, the number of “double base” had been reduced to 2. In this fierce annual performance war, many fund managers with leading performance may have adjusted their positions, and there is a certain deviation between the actual net value of the funds they manage and the estimated net value.
increased performance differentiation! Since the fourth quarter, the net value of more than 100 funds has increased by more than 15%. Are your funds listed?
More than half of the fourth quarter has passed. With the intensification of the rotation of the market sector, the performance differentiation of equity funds has increased, and there are 104 funds with a net increase of more than 15%. In the fourth quarter, smart cars, new energy, national defense and military industry and game sectors performed well, and related theme funds led the increase.
since this year, 471 new shares have been issued, raising a total of 462.223 billion yuan
Statistics show that, based on the issuance date, as of November 23, a total of 471 companies have raised funds this year, with a cumulative fund-raising amount of 462.223 billion yuan, and a single company raised an average of 983 million yuan. In terms of districts, there are 99 companies with a fund-raising amount of more than 1 billion yuan, including 2 companies with a fund-raising amount of more than 10 billion yuan, 142 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 229 companies with a fund-raising amount of less than 500 million yuan.
