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.
northbound funds:
74 stocks hold more than 10% of the circulating funds
Statistics show that as of December 22, 2318 shares were held by northbound funds, with a total shareholding of 101.027 billion shares and a total market value of 2.70 trillion yuan. According to the statistics of shareholding ratio, the proportion of total share capital held by 47 northward funds exceeds 10%, and 74 shares account for more than 10% of circulating shares.
21 shares were increased by more than 100 million yuan (list)
Statistics show that on December 22, a total of 716 stocks 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, 21 had an increased market value of more than 100 million yuan, the largest was Contemporary Amperex Technology Co.Limited(300750) , the latest holding was 197 million shares, an increase of 0.36% month on month, and the increased market value was 433 million yuan; The increased market value is large, and there are Longi Green Energy Technology Co.Ltd(601012) , Lianchuang Electronic Technology Co.Ltd(002036) , China Jushi Co.Ltd(600176) , Wuliangye Yibin Co.Ltd(000858) , Wuxi Apptec Co.Ltd(603259) and other shares.
northbound funds reduce holdings of stocks with a market value of more than 100 million yuan (with list)
Statistics show that on December 22, the holdings of 858 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, 290 shares had a reduced market value of more than 10 million yuan, 24 shares had a reduced market value of more than 100 million yuan, and Luxshare Precision Industry Co.Ltd(002475) had the largest reduced market value. The latest holdings were 617 million shares, a month on month decrease of 2.12%, The reduced market value was 640 million yuan, followed by Ping An Bank Co.Ltd(000001) , Muyuan Foods Co.Ltd(002714) , and the reduced market value was 373 million yuan and 343 million yuan respectively.
list of increasing positions of northbound funds: the shareholding of 26 shares increased by more than 50% month on month
Statistics show that as of December 22, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held 2318 shares, with a total shareholding of 101.027 billion shares, a decrease of 544 million shares compared with the previous trading day. From the perspective of increasing positions, there are 26 with a month on month increase of more than 50%.
9 shares increased their positions by more than 100% Shandong Shida Shenghua Chemical Group Company Limite(603026) with the largest increase (attached list)
Statistics show that as of December 22, a total of 716 stocks have been increased by land stock connect. Among them, there were 9 companies with a month on month increase of more than 100%, and Shandong Shida Shenghua Chemical Group Company Limite(603026) had the largest month on month increase. Land stock connect recently held 953200 shares, with a month on month increase of 321.63%; There are also Fujian Boss Software Corp(300525) , Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Chengdu Galaxy Magnets Co.Ltd(300127) , Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , Henan Jindan Lactic Acid Technology Co.Ltd(300829) and other stocks with large month on month growth.
brokerage stock differences suddenly appear! Some shareholders are anxious to reduce their holdings and increase their holdings by private placement. When is the opportunity to get on the bus?
On December 22, the listed company Wenfeng Great World Chain Development Corporation(601010) said that it would take the opportunity to reduce 122 million shares of Tianfeng Securities Co.Ltd(601162) shares, recover investment funds and prevent risks caused by market uncertainties. Some reduce their holdings and some increase their holdings. On December 20, the Hong Kong Stock Exchange disclosed that Shanghai ningquan assets, a 10 billion private placement institution, increased its holdings of Guolian Securities Co.Ltd(601456) 3.05 million H shares on December 16, with an amount of HK $12.81 million.
two financial data:
the balance of two cities and two financial institutions increased by 2.404 billion yuan
As of December 22, the balance of the two financial institutions in Shanghai and Shenzhen was 1839.621 billion yuan, an increase of 2.404 billion yuan over the previous trading day. Among them, the financing balance was 1723.268 billion yuan, an increase of 1.236 billion yuan over the previous trading day; The balance of securities lending was 116.353 billion yuan, an increase of 1.168 billion yuan over the previous trading day.
The net purchase of 11 shares financed exceeded 100 million yuan Beijing Dabeinong Technology Group Co.Ltd(002385) and the net purchase was the most
Statistics show that on December 22, a total of 1164 stocks were net purchased by financing, and 292 stocks with a net purchase amount of more than 10 million yuan. Among them, 11 financing net purchases exceeded 100 million yuan. Beijing Dabeinong Technology Group Co.Ltd(002385) ranked first in net purchases financed, with a net purchase of 231 million yuan on the same day; Followed by Bluefocus Intelligent Communications Group Co.Ltd(300058) , with a net financing purchase of RMB 183 million. The net purchase amount of shares financed by Tianqi Lithium Corporation(002466) , Longi Green Energy Technology Co.Ltd(601012) , Nanwang technology, Wingtech Technology Co.Ltd(600745) , Guangxi Fenglin Wood Industry Group Co.Ltd(601996) , Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) , Kweichow Moutai Co.Ltd(600519) , Beijing Jetsen Technology Co.Ltd(300182) exceeded 100 million yuan.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on December 22, the financing balance of Shanghai and Shenzhen was 1723.268 billion yuan, accounting for 2.32% of the circulating market value of a shares. Among the two financial target stocks, there were 61 stocks with financing balance accounting for more than 10% of the circulating market value, 752 stocks with financing balance accounting for 5% ~ 10%, 1240 stocks with financing balance accounting for 1% ~ 5% and 174 stocks with financing balance accounting for no more than 1%.
The financing balance of five Kechuang board shares such as Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) increased by more than 10%
Statistics show that on December 22, there were 181 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 5 shares increased by more than 10%. The largest increase in financing balance was Qingdao Daneng Environmental Protection Equipment Co.Ltd(688501) , with the latest financing balance of 32.7783 million yuan, a month on month increase of 51.19%; Other stocks with large increase in financing balance include Suzhou Sonavox Electronics Co.Ltd(688533) , Wuxi Hyatech Co.Ltd(688510) , Qingcloud Technologies Corp(688316) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) .
fund data:
during the year, the fund issued ice and fire dual Tiantou company with strong gold absorption ability
The internal competition in the fund industry is becoming more and more fierce. The head fund companies have strong "gold absorption" ability. The issuance scale of the top 20 companies in terms of management scale accounts for more than 60%, and "burst funds" are frequent; The issuance challenge of small and medium-sized fund companies remains the same. The fund-raising scale of many companies is less than 1 billion yuan, and the company has "no income" this year.
the public fund industry has stepped up to a new level of 24 trillion yuan, and product innovation "second flower"
This year, although the market fluctuated and the net worth of many funds was affected, the public fund industry was still booming, and the total scale of asset management reached a new level of 24 trillion yuan. As of December 22, the average performance of the fund significantly exceeded the market index. The average yield of equity funds was 7.17%, of which the average yield of active equity funds was 7.92%.
