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:
18 shares such as Luzhou Laojiao Co.Ltd(000568) , Chengxin Lithium Group Co.Ltd(002240) were increased by more than 100 million yuan
Statistics show that on December 29, a total of 815 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, 18 had an increased market value of more than 100 million yuan, the largest was Contemporary Amperex Technology Co.Limited(300750) , the latest holding was 199 million shares, an increase of 0.54% month on month, and the increased market value was 618 million yuan; The market value of increased holdings is large, and there are Luzhou Laojiao Co.Ltd(000568) , Chengxin Lithium Group Co.Ltd(002240) , Anhui Kouzi Distillery Co.Ltd(603589) , Wingtech Technology Co.Ltd(600745) , Nari Technology Co.Ltd(600406) and other stocks.
the proportion of 73 stocks holding circulating funds exceeds 10%
Statistics show that as of December 29, 2318 shares were held by northbound funds, with a total shareholding of 101.163 billion shares and a total market value of 2.69 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.
51 shares were increased by more than 50 million yuan
Statistics show that on December 29, the shareholding of 815 shares increased month on month compared with the previous trading day. Based on the number of increased shares and the closing price of the day, among the increased positions, 51 shares had an increased market value of more than 50 million yuan. The most increased market value was Contemporary Amperex Technology Co.Limited(300750) , and the latest shareholding was 199 million shares, an increase of 0.54% month on month. The increased market value was 618 million yuan, followed by Luzhou Laojiao Co.Ltd(000568) Chengxin Lithium Group Co.Ltd(002240) , the market value of increased holdings was 352 million yuan and 264 million yuan respectively.
11 shares increased their positions by more than 50% Shenzhen Yitoa Intelligent Control Co.Ltd(300131) with the largest increase
Statistics show that as of December 29, a total of 815 stocks have been increased by land stock connect. Among them, there were 11 with a month on month increase of more than 50%, and the largest month on month increase was Shenzhen Yitoa Intelligent Control Co.Ltd(300131) . Land stock connect recently held 5046600 shares, with a month on month increase of 149.48%; There are also Xinxiang Chemical Fibre Co.Ltd(000949) , Zhuhai Port Co.Ltd(000507) , Beijing Ctrowell Technology Corporation Limited(300455) , China Harzone Industry Corp.Ltd(300527) , Shanxi Zhendong Pharmaceutical Co.Ltd(300158) and other stocks with large month on month growth.
Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) : the directors and senior executives of the company plan to increase their shares
Jiangsu Zijin Rural Commercial Bank Co.Ltd(601860) (601860) announced on December 30 that the closing price of the company's shares has been lower than the company's latest audited and adjusted net assets per share for 20 consecutive trading days, meeting the conditions for triggering measures to stabilize the stock price. According to the stock price stabilization plan, within three years after the listing of the company, the amount of funds applied by directors and senior managers to increase their holdings of shares of the company after the trigger date shall not be less than 25% of their after tax income from the company in the previous year. The total increase amount of the above-mentioned increase subject shall not be less than RMB 1.7361 million. The implementation period of share increase shall be within 6 months from the date of deliberation and approval by the general meeting of shareholders.
a number of real estate enterprises encounter the reduction of insurance capital: is the insurance capital fleeing or adjusting its position?
It is common for insurance capital to take shares in real estate enterprises. Behind many large real estate enterprises, there are insurance capital. However, since this year, a number of enterprises, including Vanke, Gemdale Corporation(600383) , Oct, Financial Street Holdings Co.Ltd(000402) , have suffered a reduction of venture capital, which was rarely seen in previous years. Recently, after the directors of Taikang Department voted against the third quarterly report of Yango Group Co.Ltd(000671) and Dong Dong resigned, Taikang Department continued to reduce its holdings of Yango Group Co.Ltd(000671) , and the gambling agreement signed when taking shares in the past was also facing invalidation.
two financial data:
the balance of two cities and two financial institutions decreased by 894 million yuan
As of December 29, the balance of two financial institutions in Shanghai and Shenzhen was 1837.479 billion yuan, a decrease of 894 million yuan compared with the previous trading day. Among them, the financing balance was 172.148 billion yuan, a decrease of 93 million yuan compared with the previous trading day; The balance of securities lending was 116.331 billion yuan, a decrease of 801 million yuan compared with the previous trading day.
The net purchase of 9 shares financed exceeded 100 million yuan China Merchants Bank Co.Ltd(600036) and the net purchase was the most
Statistics show that on December 29, 1076 stocks were net purchased by financing, and 230 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan. China Merchants Bank Co.Ltd(600036) ranked first in net purchases financed, with a net purchase of 381 million yuan on the same day; Followed by Byd Company Limited(002594) , with a net purchase of 211 million yuan.
financiers are optimistic about the purchase of three shares, accounting for more than 30% of the transaction
Statistics show that on December 29, a total of 1858 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 1.489 billion yuan; Tianqi Lithium Corporation(002466) the purchase amount is 752 million yuan; Shanxi Meijin Energy Co.Ltd(000723) the purchase amount is 721 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 three individual shares accounts for more than 30% of the turnover.
the financing balance of six Kechuang board shares such as Kelun electronics increased by more than 10%
Statistics show that on December 29, there were 192 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 the financing balance was gailun electronics, with the latest financing balance of 72.9597 million yuan, a month on month increase of 65.57%; Other stocks with large increase in financing balance include Hefei Gocom Information Technology Co.Ltd(688367) , Maider Medical Industry Equipment Co.Ltd(688310) , Anxi biology, Shanghai W-Ibeda High Tech.Group Co.Ltd(688071) , Anhui Wanyi Science And Technology Co.Ltd(688600) .
fund data:
second in history! At the end of the year, fund issuance ushered in a small climax, and nearly 100 funds were raised in advance! How is 2022 laid out?
According to the data, as of December 29, a total of 96 funds announced to end the issuance and raising ahead of schedule this month. The monthly data is the highest this year, followed by 110 in July 2020, ranking second in history.
the ranking of the top ten funds of the year has changed dramatically, and the new energy fund no longer "dominates the screen"
With only the last two days left in the annual fund performance ranking in 2021, there are more and more "Sanda players" in the top ten funds. Although the fund products of the heavy position new energy track will definitely win the annual champion, the phenomenon that new energy theme products dominate most of the top ten fund performance has changed.
during the year, the number and scale of ETF funds hit a record 11, and the yield of products exceeded 40%
ETF products have a strong development momentum in 2021. The data show that the number of ETF products in the whole market reached 630 during the year, an increase of 272 over the end of 2020; The scale of fund management exceeded the threshold of 1.4 trillion yuan, an increase of 15% over the end of 2020. During the year, the number and scale of ETF products reached a record. 11 ETF products achieved a yield of more than 40%. The ETF led by 53.13% performance is Cathay Pacific CSI coal ETF.
The annual ranking of fund is about to be finalized! Nine funds with a yield of more than 80% have become "winners and losers"
The annual performance ranking of public funds is coming to an end. At present, there are 9 active equity funds with a yield of more than 80%. "Mr. key" -- a single heavy position stock or determine the final ownership of the annual yield champion. For the next operation, blue chip fund managers believe that they still need to grasp structural opportunities and be optimistic about new energy, midstream manufacturing, big finance and other fields.
