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:
this year, the North has bought a record 410 billion yuan of funds, and increased the purchase of food, beverage and finance
Northbound capital, known as “smart money”, has always been regarded by many investors as an investment weathervane, and securities analysts call it “the most determined incremental capital in the A-share market”.
Since this year, northbound funds have massively allocated more than 400 billion a shares, breaking the net purchase record of 350 billion yuan in 2019, a new high since the opening of the Shanghai Stock connect. Especially from December 6 to 12, the net purchase in a single week was 48.834 billion yuan, a new high of net purchase in a single week this year.
From the perspective of the industries with increased positions of funds from the north this year, power equipment, electronics and big finance are highly valued, especially power equipment, which has been net purchased by the north in more than 120 billion yuan during the year. However, the style change is a significant trend in the near future. In particular, the value sector, including food and beverage, non bank finance and banking, has significantly increased its position in the north after entering the fourth quarter.
increase or decrease in holdings in one week: Sino Medical Sciences Technology Inc(688108) heavily reduced Holdings Jiangsu Feiliks International Logistics Inc(300240) large cash out by controlling shareholders and President’s position increase
Last week (December 20 to December 26), the reduction scale of A-share market decreased month on month. According to incomplete statistics, a total of 59 A-share companies disclosed shareholder reduction plans. In terms of reduction, Sino Medical Sciences Technology Inc(688108) (688108. SH) was reduced by major shareholders, which did not exceed 17.97% of the total share capital, and Sichuan Languang Development Co.Ltd(600466) (600466. SH) was passively reduced by controlling shareholders; In terms of shareholding increase, Jiangsu Feiliks International Logistics Inc(300240) (300240. SZ) was reduced by the controlling shareholder, while the company’s directors and President threw out the shareholding increase plan.
cut your back! Another venture capital stepping on the pit of real estate Taikang’s reduction Yango Group Co.Ltd(000671) loss recognition
On the evening of December 27, Yango Group Co.Ltd(000671) group (000671. SZ) announced that Taikang, the second shareholder of the company, announced a substantial reduction in Yango Group Co.Ltd(000671) shares, with a total reduction of 9.41% through block transactions and agreements. Among them, Taikang Life Insurance, Taikang pension and Cangzhou Taihe building materials have signed a share transfer agreement, which stipulates that the latter will transfer Yango Group Co.Ltd(000671) 7.41% of the shares through agreement transfer, with a total of 307 million shares and a transfer price of 936 million yuan (including tax). In addition, Taikang pension reduced 82.8077 million shares through block trading, accounting for 2% of the total share capital of Yango Group Co.Ltd(000671) . After that, Taikang has a remaining shareholding of 3.997%, and 70% of its shares have been reduced. The transferee Cangzhou Taihe building materials is a small and micro company, established in 2019, with a registered capital of only 30 million.
Yunda shareholders and persons acting in concert reduced their holdings of shares and cashed out 600 million yuan. Previously, they had reduced their holdings five times
Recently, Yunda Holding Co.Ltd(002120) announced a shareholder reduction information: it received a notice from its controlling shareholder, Shanghai Luojiesi Investment Management Co., Ltd. (hereinafter referred to as “Shanghai Luojiesi”), Shanghai fengke enterprise management partnership (limited partnership) (hereinafter referred to as “Shanghai fengke”), and Tonglu Yunke investment management partnership (limited partnership) (hereinafter referred to as “Tonglu Yunke”), It was learned that Shanghai fengke and Tonglu Yunke reduced their shares of the company through block trading, and the cumulative number of shares reduced accounted for more than 1.00% of the total share capital of the company. If the reduced shares are converted according to the latest market value, it is equivalent to cashing out more than 600 million yuan.
two financial data:
the balance of two cities and two financial institutions increased by 2.917 billion yuan
As of December 27, the balance of two financial institutions in Shanghai and Shenzhen was 1834.914 billion yuan, an increase of 2.917 billion yuan over the previous trading day. Among them, the financing balance was 1718.459 billion yuan, an increase of 3.474 billion yuan over the previous trading day; The balance of securities lending was 116.455 billion yuan, a decrease of 557 million yuan compared with the previous trading day.
the latest position exposure of financing! Fortified food and beverage, medicine and biology, bank
Statistics show that the financing balance of Shanghai Stock Exchange reported 907.937 billion yuan, an increase of 2.194 billion yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was reported as 810.522 billion yuan, an increase of 1.28 billion yuan over the previous trading day; The two cities totaled 1718.459 billion yuan, an increase of 3.474 billion yuan over the previous trading day, and the financing transaction volume was 142.798 billion yuan, accounting for 14.75% of the transaction volume of a shares, including 73.136 billion yuan of financing purchase, 69.662 billion yuan of financing repayment, and a decrease of 19.43% in transaction activity. The top five industries in the market value of financing positions are pharmaceutical biology, electronics, non bank finance, chemical industry and electrical equipment, accounting for 42.04% of the total market value of positions.
The net purchase of 14 shares financed exceeded 100 million yuan Kweichow Moutai Co.Ltd(600519) and the net purchase was the most
Statistics show that on December 27, 1143 stocks were net purchased by financing, and 251 stocks with a net purchase amount of more than 10 million yuan. Among them, 14 financing net purchases exceeded 100 million yuan. Kweichow Moutai Co.Ltd(600519) ranked first in net purchases financed, with a net purchase of 731 million yuan on the same day; The second is Gree Electric Appliances Inc.Of Zhuhai(000651) , with a net financing purchase of 406 million yuan. The net purchase amount of shares financed by Cecep Solar Energy Co.Ltd(000591) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , East Money Information Co.Ltd(300059) , Industrial Bank Co.Ltd(601166) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Shanxi Meijin Energy Co.Ltd(000723) , Weichai Power Co.Ltd(000338) , Jiangxi Special Electric Motor Co.Ltd(002176) exceeded 100 million yuan.
The financing balance of 6 Kechuang board shares including Suzhou Sonavox Electronics Co.Ltd(688533) increased by more than 10%
Statistics show that on December 27, there were 179 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Suzhou Sonavox Electronics Co.Ltd(688533) , with the latest financing balance of 55.4555 million yuan, a month on month increase of 29.08%; Other stocks with large increase in financing balance include Beijing Yupont Electric Power Technology Co.Ltd(688597) , Hefei Gocom Information Technology Co.Ltd(688367) , Essence Information Technology Co.Ltd(688555) , Giantec Semiconductor Corporation(688123) , Wuhan Keqian Biology Co.Ltd(688526) .
fund data:
In the year of , 1847 new funds were established, reaching a record high, and nearly three trillion yuan of funds flowed into the fund issuance market
Since this year, the net value of the fund has suffered a sharp decline, and the public fund industry has ushered in a great test. In the face of the “big test”, the public fund industry is facing difficulties, and the total scale of asset management has reached a new level of 25 trillion yuan. The reporter found that as of December 27, 1847 fund products were newly established in the public offering market, an increase of 466 over last year, a record high; The total raising scale reached 2.95 trillion yuan, only 172.7 billion yuan less than the total raising scale last year.
