Last week, the A-share market declined first and then rose. The Shanghai index, Shenzhen Component Index and gem index fell by 4.00%, 4.40% and 3.03% respectively.
In the case of market decline, choice data showed that the cumulative net outflow of funds from the North last week was 36.320 billion yuan, the third highest in the history of the net outflow of funds from the north in a single week, of which the net outflow of funds from the Shanghai Stock connect was 17.979 billion yuan and the net outflow of funds from the Shenzhen Stock connect was 18.341 billion yuan. Last week, northbound capital increased its holdings of 655 stocks and reduced its positions in 965 stocks, with the largest increase in Sungrow Power Supply Co.Ltd(300274) positions and the largest reduction in Contemporary Amperex Technology Co.Limited(300750) positions.
increased its shareholding of 36 shares by more than 10 million shares
The net outflow of northbound funds last week exceeded 36 billion yuan. Specifically, choice data showed that the net outflow of northbound funds was 8.271 billion yuan on March 7, 8.699 billion yuan on March 8, 10.934 billion yuan on March 9, 3.374 billion yuan on March 10 and 5.042 billion yuan on March 11.
From the perspective of shareholding, choice data showed that as of March 11, the market value of northbound capital positions was 2.35 trillion yuan, and the market value of positions decreased by 141.5 billion yuan last week. Last week, the number of shares held by northbound capital in 655 shares increased, of which 36 shares increased by more than 10 million shares. Boe Technology Group Co.Ltd(000725) increased by 110 million shares, and Zijin Mining Group Company Limited(601899) , Postal Savings Bank Of China Co.Ltd(601658) increased by 103 million shares and 654968 million shares respectively.
From the perspective of market performance, the increase of northbound capital holdings ranked among the top ten stocks last week. Except for China National Nuclear Power Co.Ltd(601985) rising by 5.41%, other stocks fell, and Postal Savings Bank Of China Co.Ltd(601658) fell the most, falling by 7.59% last week.
last week, the top ten shares of northbound capital holdings increased
Source: choice
From the perspective of changes in the market value of positions, choice data showed that the market value of positions of northbound funds in seven stocks increased by more than 500 million yuan last week, with the largest increase in the market value of Nari Technology Co.Ltd(600406) , Longi Green Energy Technology Co.Ltd(601012) , Sungrow Power Supply Co.Ltd(300274) positions, with an increase of 2.577 billion yuan, 2.532 billion yuan and 2.451 billion yuan respectively.
Last week, the top ten stocks with the increase in the market value of northbound capital positions were increased by northbound capital, among which the holdings of Nari Technology Co.Ltd(600406) , Sungrow Power Supply Co.Ltd(300274) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) , Jiangsu Zhongtian Technology Co.Ltd(600522) , Bank Of Chengdu Co.Ltd(601838) , China National Nuclear Power Co.Ltd(601985) , Gf Securities Co.Ltd(000776) increased by more than 10 million shares.
From the perspective of market performance, the top ten stocks with the largest increase in the market value of northbound capital positions last week, except Bank Of Chengdu Co.Ltd(601838) , Gf Securities Co.Ltd(000776) fell by 2.75% and 6.13% respectively, all other stocks rose, Jiugui Liquor Co.Ltd(000799) rose the most, with a cumulative increase of 8.43% last week.
last week, the top ten shares of the increase in the market value of northbound capital positions
Source: choice
warehouse increase Sungrow Power Supply Co.Ltd(300274) over 1.4 billion yuan
Calculated from the average transaction price and the number of additional positions, Sungrow Power Supply Co.Ltd(300274) was the stock with the largest amount of increased holdings by northbound funds last week. Last week, northbound funds increased 3 Guangdong Guanghua Sci-Tech Co.Ltd(002741) 1451900 shares, with a total amount of increased positions of 1.439 billion yuan. According to the detailed data, northbound funds increased their positions for five consecutive trading days last week Sungrow Power Supply Co.Ltd(300274) , including an average of more than 500 million yuan on March 7 and March 8.
According to choice data, Sungrow Power Supply Co.Ltd(300274) rose 4.02% last week. As of March 11, the stock price of Sungrow Power Supply Co.Ltd(300274) was 126.52 yuan / share, with a total market value of 187.9 billion yuan. Northbound capital holds 3 Chongqing Sansheng Industrial Co.Ltd(002742) 16 million shares.
BEIXIANG capital holding Sungrow Power Supply Co.Ltd(300274) detailed data
Source: choice
95 shares were reduced by more than 10 million shares
Under the circumstance that the position of northbound capital was reduced by more than 36 billion yuan last week, more than 900 stocks were reduced by northbound capital last week.
According to choice data, last week, northbound funds reduced their positions in 965 stocks, of which 95 stocks reduced their positions by more than 10 million shares. Agricultural Bank Of China Limited(601288) with the largest number of shares to be reduced was reduced by 131 million shares, and Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Industrial And Commercial Bank Of China Limited(601398) were reduced by 118 million shares and 904597 million shares respectively. Last week, there were 5 bank shares among the top 10 shares to be reduced by northbound funds.
In terms of market performance, the number of shares with reduced positions in the North last week ranked among the top ten, with Inner Mongolia Baotou Steel Union Co.Ltd(600010) falling the most, with a cumulative decline of 7.36% last week.
last week, the top ten shares of northward capital reduction
Source: choice
From the change of market value of positions, choice data shows that the market value of positions of northbound capital in 68 stocks decreased by more than 500 million yuan last week, and the market value of positions of China Merchants Bank Co.Ltd(600036) , Midea Group Co.Ltd(000333) , Contemporary Amperex Technology Co.Limited(300750) decreased by 8.789 billion yuan, 8.741 billion yuan and 4.974 billion yuan respectively.
Last week, the top ten stocks with reduced market value of positions were reduced by northbound funds, of which China Merchants Bank Co.Ltd(600036) , Midea Group Co.Ltd(000333) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) were reduced by northbound funds by more than 10 million shares.
In terms of market performance, among the top ten stocks with the largest decrease in the market value of northbound capital positions last week, except Contemporary Amperex Technology Co.Limited(300750) rose by 0.36%, other stocks fell, and Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) fell the most, with a cumulative decline of 10.89% last week.
last week, the top ten shares of the decrease in the market value of northbound capital positions
Source: choice
position reduction Contemporary Amperex Technology Co.Limited(300750) nearly 5 billion yuan
The average trading amount of shares in Hebei decreased by 7.05 million yuan, which was the highest in the last week. From the detailed data, last week, northbound capital reduced its position Byd Company Limited(002594) , of which the amount of position reduction on March 8 exceeded 2.6 billion yuan.
According to choice data, as of March 11, northbound capital held Contemporary Amperex Technology Co.Limited(300750) 179 million shares, with Contemporary Amperex Technology Co.Limited(300750) share price of 49355 yuan / share and total market value of 11503 billion yuan.
North fund holding Contemporary Amperex Technology Co.Limited(300750) detailed data
Source: choice
Note: the shareholding ratio data in the table is the value published on the official website of the Hong Kong stock exchange. The specific calculation rules are: Shanghai Stock connect accounts for the proportion of circulating a shares, and Shenzhen Stock connect accounts for the proportion of all A-Shares
The capital style of going north has changed greatly, and the net outflow is the highest in the past two years. The “double carbon” theme has been firmly held
