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:
list of shares held by northbound funds
Statistics show that as of December 28, 2318 shares were held by northbound funds, with a total holding of 101.066 billion shares, with a total holding market value of 2.73 trillion yuan. Compared with the previous trading day, the holding market value was flat. By industry, the top five industries with the largest shareholding market value are power equipment, food and beverage, medicine and biology, electronics and banking, with shareholding market values of 410.863 billion yuan, 407.143 billion yuan, 257.52 billion yuan, 190.723 billion yuan and 186.776 billion yuan respectively.
18 shares increased their positions by more than 50% Shanxi Zhendong Pharmaceutical Co.Ltd(300158) with the largest increase
Statistics show that as of December 28, a total of 764 stocks have been increased by land stock connect. Among them, there were 18 with a month on month increase of more than 50%, and the largest month on month increase was Shanxi Zhendong Pharmaceutical Co.Ltd(300158) . Land stock connect recently held 5189200 shares, with a month on month increase of 381.84%; There are also Hebei Huijin Group Co.Ltd(300368) , Iat Automobile Technology Co.Ltd(300825) , Marssenger Kitchenware Co.Ltd(300894) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Guizhou Chanhen Chemical Corporation(002895) and other stocks with large month on month growth.
25 shares were increased by executives Zhejiang Semir Garment Co.Ltd(002563) with the maximum amount of increase
Statistics show that in the past 10 trading days (December 15 to December 28), a total of 25 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Zhejiang Semir Garment Co.Ltd(002563) , with a cumulative increase of 8.0568 million shares, with a total increase amount of 54.5445 million yuan; The second is Hubei Huitian New Materials Co.Ltd(300041) , with an increase of 3.3786 million shares and an increase of 51.6588 million yuan.
two financial data:
the balance of two cities and two financial institutions increased by 3.459 billion yuan
As of December 28, the balance of two financial institutions in Shanghai and Shenzhen was 1838.373 billion yuan, an increase of 3.459 billion yuan over the previous trading day. Among them, the financing balance was 172.241 billion yuan, an increase of 2.782 billion yuan over the previous trading day; The balance of securities lending was 117.132 billion yuan, an increase of 677 million yuan over the previous trading day.
financiers are optimistic about the purchase of 10 shares, accounting for more than 30% of the transaction
Statistics show that on December 28, a total of 1860 stocks were purchased with financing funds, of which Shanxi Meijin Energy Co.Ltd(000723) were the top stocks, with a purchase amount of 1.277 billion yuan; Tianqi Lithium Corporation(002466) the purchase amount is 919 million yuan; The purchase amount of China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was 793 million yuan. In terms of the proportion of financing purchase amount in the turnover of individual shares on the same day, the purchase amount of 10 individual shares accounts for more than 30% of the turnover.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on December 28, the financing balance of Shanghai and Shenzhen was 172.241 billion yuan, accounting for 2.31% of the circulating market value of a shares. Among the two financial target stocks, there are 67 stocks with financing balance accounting for more than 10% of the circulating market value, 776 stocks with financing balance accounting for 5% ~ 10%, 1211 stocks with financing balance accounting for 1% ~ 5% and 182 stocks with financing balance accounting for no more than 1%.
The net purchase of 11 shares financed exceeded 100 million yuan Tianqi Lithium Corporation(002466) and the net purchase was the most
Statistics show that on December 28, 1128 stocks were net purchased by financing, and 264 stocks with a net purchase amount of more than 10 million yuan. Among them, 11 financing net purchases exceeded 100 million yuan. Tianqi Lithium Corporation(002466) ranked first in net purchases financed, with a net purchase of 417 million yuan on the same day; The second is Longi Green Energy Technology Co.Ltd(601012) , with a net financing purchase of 272 million yuan. The net purchase amount of Zhejiang Huayou Cobalt Co.Ltd(603799) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Tibet Mineral Development Co.Ltd(000762) , Kweichow Moutai Co.Ltd(600519) , Ping An Bank Co.Ltd(000001) , Sanan Optoelectronics Co.Ltd(600703) , Jiugui Liquor Co.Ltd(000799) and other shares financed exceeds 100 million yuan.
The financing balance of five Kechuang board shares such as Essence Information Technology Co.Ltd(688555) increased by more than 10%
Statistics show that on December 28, there were 162 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 Essence Information Technology Co.Ltd(688555) , with the latest financing balance of 51.8609 million yuan, a month on month increase of 15.34%; Other stocks with large increase in financing balance include Jilin Oled Material Tech Co.Ltd(688378) , Amlogic (Shanghai) Co.Ltd(688099) , Shanghai Medicilon Inc(688202) , Anxi biology, Hunan Sokan New Materials Co.Ltd(688157) .
fund data:
several happy and several sad new development funds are obviously differentiated
From the perspective of fund companies, the fund scale newly established by many head fund companies this year exceeds 100 billion yuan, of which GF is the largest. This year, GF established 64 new funds, with a total scale of 208.847 billion yuan, of which 6 funds issued a scale of more than 10 billion yuan. E fund followed, with 61 new funds established this year, with a total scale of 177.532 billion yuan. In addition, the scale of funds newly established by southern fund, Huaxia Fund, huitianfu fund, Harvest Fund and other companies this year also exceeded 100 billion yuan.
eight highlights of the public fund industry in 2021
According to the data released by the China Fund Industry Association on December 23, by the end of November 2021, the total asset management scale of China's public funds had reached 25.32 trillion yuan, an increase of 27.3% over 19.89 trillion yuan at the end of 2020, ranking fourth in the world; The number of public funds totaled 9152, exceeding 9000 for the first time, an increase of 1239 compared with 7913 at the end of 2020. It can be seen that the scale and volume of public funds have achieved leapfrog development, and the scale and number of products have reached a record high.
