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:
29 shares such as China Merchants Bank Co.Ltd(600036) , Gigadevice Semiconductor (Beijing) Inc(603986) were increased by more than 100 million yuan
Statistics show that on December 30, a total of 952 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, 29 have an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.516 billion shares, an increase of 1.05% month on month, and the increased market value is 766 million yuan; The market value of increased holdings is large, and there are Gigadevice Semiconductor (Beijing) Inc(603986) , Aecc Aviation Power Co Ltd(600893) , Navinfo Co.Ltd(002405) , Ganfeng Lithium Co.Ltd(002460) , Contemporary Amperex Technology Co.Limited(300750) and other shares.
51 shares of were reduced by more than 10%
Statistics show that as of December 30, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 101.615 billion shares, an increase of 440 million shares compared with the previous trading day. From the reduction of individual shares held by land stock connect, there were 51 shares with a month on month decrease of more than 10%.
list of northbound capital reduction: 38 shares with a market value of more than 50 million yuan
Statistics show that on December 30, a total of 599 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, 179 shares had a market value of more than 10 million yuan, 38 shares had a market value of more than 50 million yuan, and Luxshare Precision Industry Co.Ltd(002475) had the largest market value. The latest holding was 602 million shares, a month on month decrease of 1.64%, The reduced market value was 486 million yuan, followed by Cosco Shipping Holdings Co.Ltd(601919) , China Three Gorges Renewables (Group) Co.Ltd(600905) , and the reduced market value was 245 million yuan and 235 million yuan respectively.
21 shares increased their positions by more than 50% Xinxiang Richful Lube Additive Co.Ltd(300910) with the largest increase
Statistics show that as of December 30, a total of 952 stocks have been increased by land stock connect. Among them, there were 21 with a month on month increase of more than 50%, and the largest month on month increase was Xinxiang Richful Lube Additive Co.Ltd(300910) . Land stock connect recently held 217400 shares, with a month on month increase of 214.17%; There are also Focus Lightings Tech Co.Ltd(300708) , Xi’An Tian He Defense Technology Co.Ltd(300397) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Zhejiang Tiantie Industry Co.Ltd(300587) , China Harzone Industry Corp.Ltd(300527) and other stocks with large month on month growth.
Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) : shareholder Li Qi reduced 1% of the company’s shares, and more than half of the reduction plan has been implemented
It was announced at noon on February 31 that the company received the notification letter on the progress of Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) share reduction issued by Mr. Li Qi on December 30, 2021. Mr. Li Qi reduced about 2.78 million shares of the company through block trading on December 30, 2021, accounting for 1% of the total shares of the company. The number of shares to be reduced this time has exceeded half.
Zhonghang Electronic Measuring Instruments Co.Ltd(300114) : the aviation industry reduced 4.54 million shares of the company through block trading on December 30, 2021. The reduction plan has been implemented
Zhonghang Electronic Measuring Instruments Co.Ltd(300114) it was announced at noon on December 31 that the company received a notice from the aviation industry on December 30, 2021, and the aviation industry reduced 4.54 million shares of the company through block trading on December 30, 2021, accounting for 0.77% of the total shares of the company. The reduction plan has been implemented.
two financial data:
the balance of two cities and two financial institutions increased by 3.282 billion yuan
As of December 30, the balance of the two financial institutions in Shanghai and Shenzhen was 1840.761 billion yuan, an increase of 3.282 billion yuan over the previous trading day. Among them, the financing balance was 1721.363 billion yuan, an increase of 215 million yuan over the previous trading day; The balance of securities lending was 119.398 billion yuan, an increase of 3.067 billion yuan over the previous trading day.
77 shares such as China Merchants Bank Co.Ltd(600036) , Cosco Shipping Holdings Co.Ltd(601919) were financed and net purchased for 5 consecutive days
Statistics show that in the past five trading days (December 24 – December 30), 77 shares have been financed for five consecutive days. There are 14 stocks with a cumulative net financing purchase amount of more than 100 million yuan in five days. Among them, China Merchants Bank Co.Ltd(600036) 5 days’ accumulated net financing purchase was 585 million yuan, ranking first in the list; There are also Cosco Shipping Holdings Co.Ltd(601919) , Shanghai Shunho New Materials Technology Co.Ltd(002565) , Kbc Corporation Ltd(688598) , China National Nuclear Power Co.Ltd(601985) , Ningbo Yunsheng Co.Ltd(600366) and other stocks that have been financed.
The net purchase of 7 shares financed exceeded 100 million yuan Bluefocus Intelligent Communications Group Co.Ltd(300058) and the net purchase was the most
Statistics show that on December 30, a total of 1135 stocks were net purchased by financing, and 276 stocks with a net purchase amount of more than 10 million yuan. Among them, 7 financing net purchases exceeded 100 million yuan. Bluefocus Intelligent Communications Group Co.Ltd(300058) ranked first in the net purchase of financing, with a net purchase of RMB 214 million on the same day. The net purchase amount of Fujian Snowman Co.Ltd(002639) , Wuliangye Yibin Co.Ltd(000858) , Tianqi Lithium Corporation(002466) , Cosco Shipping Holdings Co.Ltd(601919) , Tianjin Guangyu Development Co.Ltd(000537) , Ningbo Yunsheng Co.Ltd(600366) and other shares financed exceeded 100 million yuan.
The financing balance of 18 Kechuang board shares such as Maider Medical Industry Equipment Co.Ltd(688310) increased by more than 10%
Statistics show that on December 30, there were 177 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 18 shares increased by more than 10%. The largest increase in financing balance was Maider Medical Industry Equipment Co.Ltd(688310) , with the latest financing balance of 46.3029 million yuan, a month on month increase of 97.01%; Other stocks with large increase in financing balance include Henan Shijia Photons Technology Co.Ltd(688313) , Chengdu Olymvax Biopharmaceuticals Inc(688319) , Shanghai Hiuv New Materials Co.Ltd(688680) , Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) .
fund data:
The last trading day of the Showdown: who is the champion of 2021 active equity fund?
As of December 30, the top ten active equity funds (share Statistics) in terms of revenue this year are Qianhai open source public utilities, Qianhai open source new economy a, Baoying advantageous industry a, Dacheng state-owned enterprise reform, GF multi factor, Dacheng cutting-edge industry, Dacheng Ruijing a, Huaxia industry boom, BOCOM trend priority a and Dacheng Ruijing C.
Among them, the income of Qianhai open source utility and Qianhai open source new economy a fund has doubled, and the income of Qianhai open source utility is the highest, reaching 116.68%; There are two that earn more than 90%, and the other six earn more than 79.9%.
Compared with large-scale funds, small funds once again show their advantages. According to the data, as of December 30, the average fund size of the top 10 active equity funds in terms of revenue this year was 680 million at the beginning of this year, and only three funds exceeded 1 billion. At that time, the smallest fund was Dacheng state-owned enterprise reform, with a scale of only 55 million.
