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.
main funds:
strong stocks tracked the net inflow of main funds into 50 stocks for 5 consecutive days
Statistics show that as of the closing on January 4, a total of 50 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Liqun Commercial Group Co.Ltd(601366) and other major capital net inflows for 12 consecutive days, ranking first; Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Jiangsu Zhongtian Technology Co.Ltd(600522) has the largest net inflow of main funds, with a cumulative net inflow of 574 million yuan for five consecutive days, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) followed by a cumulative net inflow of 462 million yuan for five days.
net inflow of northward funds such as Cosco Shipping Holdings Co.Ltd(601919) , Luxshare Precision Industry Co.Ltd(002475) and for six consecutive days
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 21.589 billion yuan, a net outflow for 18 consecutive trading days. In terms of individual stocks, 1847 individual stocks received a net inflow of main funds today, of which 58 stocks received a net inflow of main funds of more than 100 million yuan. Cosco Shipping Holdings Co.Ltd(601919) received the largest net inflow of main funds, with a net inflow of 693 million yuan; Among the top stocks in the net inflow of main funds are Muyuan Foods Co.Ltd(002714) , Luxshare Precision Industry Co.Ltd(002475) , China Vanke Co.Ltd(000002) , Shanghai 2345 Network Holding Group Co.Ltd(002195) , S.F.Holding Co.Ltd(002352) , with net inflows of 645 million yuan, 616 million yuan, 364 million yuan, 351 million yuan and 304 million yuan respectively.
northbound funds:
Shopping spree Baijiu North China underestimate these stocks (list)
Northbound funds showed a trend of first restraining and then raising throughout the day. In the morning, there was a net outflow of 2.2 billion yuan, slowly returned in the afternoon, and closed with a small net purchase of 460 million yuan. Northward capital has been net inflow for 6 consecutive days, with a total net amount of about 17.5 billion yuan. In terms of the top ten active stocks, Cosco Shipping Holdings Co.Ltd(601919) , Muyuan Foods Co.Ltd(002714) , Ping An Insurance (Group) Company Of China Ltd(601318) received net purchases of 438 million yuan, 388 million yuan and 313 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) ranked first, with an amount of 975 million yuan. In addition, Wuliangye Yibin Co.Ltd(000858) was net sold by 171 million yuan.
17 shares including Tongwei Co.Ltd(600438) were increased by more than 100 million yuan
Statistics show that on December 31, a total of 878 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, 17 have an increased market value of more than 100 million yuan, the largest is Tongwei Co.Ltd(600438) , the latest holding is 258 million shares, an increase of 3.99% month on month, and the increased market value is 445 million yuan; The market value of increased holdings is relatively large, including Kuang-Chi Technologies Co.Ltd(002625) , China Vanke Co.Ltd(000002) , New Hope Liuhe Co.Ltd(000876) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Risen Energy Co.Ltd(300118) and other shares.
northbound capital increased its holdings of stocks with a market value of more than 50 million yuan (attached list)
Statistics show that on December 31, the holdings of 878 shares 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, 56 had an increased market value of more than 50 million yuan. The largest increased market value was Tongwei Co.Ltd(600438) , the latest holdings was 258 million shares, an increase of 3.99% month on month, and the increased market value was 445 million yuan, followed by Kuang-Chi Technologies Co.Ltd(002625) China Vanke Co.Ltd(000002) , the market value of increased holdings was 409 million yuan and 401 million yuan respectively.
26 shares increased their positions by more than 50% Cspc Innovation Pharmaceutical Co.Ltd(300765) with the largest increase
Statistics show that as of December 31, a total of 878 stocks have been increased by land stock connect. Among them, there were 26 with a month on month increase of more than 50%, and the largest month on month increase was Cspc Innovation Pharmaceutical Co.Ltd(300765) . Land stock connect recently held 2885300 shares, with a month on month increase of 140.05%; There are also Anhui Huilong Agricultural Means Of Production .Co.Ltd(002556) , Inner Mongolia M-Grass Ecology And Environment (Group) Co.Ltd(300355) , Shenzhen Anche Technologies Co.Ltd(300572) , Xinxiang Richful Lube Additive Co.Ltd(300910) , Dynagreen Environmental Protection Group Co.Ltd(601330) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 346 million rush to raise Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) foreign capital net buys 7 shares and institutions net buys 21 shares
On January 4, Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 346 million yuan on the third day. Data show that the stock rose 1.87% in the day and 23.3% in the three days. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 155 million yuan on the third day. A total of 40 stocks were involved in the institutional participation list, of which 21 were net bought by the institution, Beijing Tongrentang Co.Ltd(600085) was the most bought, with a net inflow of 240 million yuan in three days. In addition, 19 shares were sold by institutions, and Shandong Xiantan Co.Ltd(002746) was sold the most, amounting to 130 million yuan.
block transaction:
on January 4, 135 block transactions occurred in 73 stocks in Shanghai and Shenzhen, with a total turnover of 1.723 billion yuan
On January 4, 135 block transactions occurred in 73 stocks in Shanghai and Shenzhen, with a total turnover of 1.723 billion yuan. Among them, there were 61 block transactions in 33 stocks in Shanghai stock market, with a total turnover of 802 million yuan; There were 71 block transactions in 37 stocks in Shenzhen, with a total turnover of 852 million yuan. The stock index closed at 3632.33 points, down 0.20%, with a turnover of 510.251 billion yuan.
Wuxi Smart Auto-Control Engineering Co.Ltd(002877) : Directors and senior executives have not reduced their holdings at the expiration of the reduction plan
Wuxi Smart Auto-Control Engineering Co.Ltd(002877) at noon on January 4, it was announced that the period of the reduction plan of the company's directors and senior managers Du Xuejun, Shen Jianfei and Zhong peiya had expired, and the three had not implemented the reduction until the expiration date of the reduction plan. Previously, the three planned to reduce their holdings of no more than 2.56 million shares of the company by means of centralized bidding from November 1, 2021 to December 31, 2021, accounting for 0.77% of the total share capital of the company.
Chifeng Jilong Gold Mining Co.Ltd(600988) the actual controller Li Jinyang reduced 18.09 million shares and pledged 58.26 million shares
Chifeng Jilong Gold Mining Co.Ltd(600988) announced that the company received a notice from Li Jinyang, the controlling shareholder and actual controller of the company, on December 31, 2021. Li Jinyang transferred 18090500 shares of the company's tradable shares with unlimited conditions through block trading on December 30, 2021, accounting for 1.09% of the company's total share capital. After this equity change, the proportion of shares held by the controlling shareholder, actual controller Li Jinyang and those acting in concert will be reduced from 17.63% to 16.54%.
two financial data:
the balance of two cities and two financial institutions decreased by 8.57 billion yuan
As of December 31, the balance of two financial institutions in Shanghai and Shenzhen was 1832.191 billion yuan, a decrease of 8.57 billion yuan compared with the previous trading day. Among them, the financing balance was 1712.051 billion yuan, a decrease of 9.312 billion yuan compared with the previous trading day; The balance of securities lending was 120.14 billion yuan, an increase of 742 million yuan over the previous trading day.
financiers are optimistic about the purchase of 5 shares, accounting for more than 30% of the transaction
Statistics show that a total of 1859 stocks were purchased with financing funds on December 31, of which Longi Green Energy Technology Co.Ltd(601012) were the top stocks, with a purchase amount of 1.114 billion yuan; Tianqi Lithium Corporation(002466) the purchase amount is 910 million yuan; Shanxi Meijin Energy Co.Ltd(000723) the purchase amount is 816 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 five 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 the financing balance of Shanghai and Shenzhen on December 31 was 1712.051 billion yuan, accounting for 2.29% of the circulating market value of a shares. Among the two financial target stocks, there were 62 stocks with financing balance accounting for more than 10% of the circulating market value, 750 stocks with financing balance accounting for 5% ~ 10%, 1238 stocks with financing balance accounting for 1% ~ 5% and 189 stocks with financing balance accounting for no more than 1%.
The net purchase of 13 shares financed exceeded 100 million yuan Tianqi Lithium Corporation(002466) and the net purchase was the most
Statistics show that a total of 719 stocks were net purchased by financing on December 31, and 165 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 100 million yuan. Tianqi Lithium Corporation(002466) ranked first in net purchases financed, with a net purchase of 378 million yuan on the same day. The net purchase amount of shares financed by Longi Green Energy Technology Co.Ltd(601012) , Tibet Mineral Development Co.Ltd(000762) , Contemporary Amperex Technology Co.Limited(300750) , Wuxi Shangji Automation Co.Ltd(603185) , Sanan Optoelectronics Co.Ltd(600703) , Beijing Zhong Ke San Huan High-Tech Co.Ltd(000970) , Ping An Bank Co.Ltd(000001) , Sichuan Yahua Industrial Group Co.Ltd(002497) exceeds 100 million yuan.
The financing balance of 97 shares increased by more than 5%
Statistics show that as of December 31, the balance of two financial institutions in Shanghai stock market was 980.601 billion yuan, a decrease of 4.817 billion yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 851.59 billion yuan, a decrease of 3.753 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1832.191 billion yuan, a decrease of 8.57 billion yuan compared with the previous trading day. In terms of individual stocks, 719 stocks increased in financing balance, accounting for 32.11%, of which 97 stocks increased by more than 5%.
fund data:
in 2021, 1085 fund managers changed to a record high
The data show that in 2021, 1085 fund managers in the public fund industry changed their positions, an increase of 36.14% over 797 in 2020, a record high. Specifically, 325 fund managers left their posts in 2021, an increase of 75.68% over 185 in 2020; At the same time, 760 fund managers took office, an increase of 81.82% over 418 in 2020.
The ranking of funds ended in 2021, and there were only three funds that doubled the base during the year
With the end of the last trading day in 2021, the annual performance ranking of the fund has also been settled. Overall, the average performance of the fund in 2021 is lower than that in 2020, and there is a great difference between the first and the last performance. From the perspective of annual income, there are only three performance "double base", all of which are new energy theme funds.
ranking of fixed income funds: "fixed income +" became the favorite of the market, and 90% of the funds won a positive return
In 2021, when the A-share market fluctuated, the "fixed income +" fund became the preferred investment, and the scale rose steadily, approaching $2 trillion. At the same time, more than 90% of the "fixed income +" achieved positive returns in 2021, and the average maximum pullback and average annualized volatility were better than those of the Shanghai and Shenzhen 300 index in the same period.
