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:
the main funds sold off pharmaceutical stocks and electronic stocks and increased their positions northward Industrial Bank Co.Ltd(601166) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) and
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 56.095 billion yuan, a net outflow for 19 consecutive trading days. In terms of individual stocks, 1386 individual stocks received the net inflow of main funds today, of which 35 stocks received the net inflow of main funds of more than 100 million yuan. China Mobile received the largest net inflow of main funds, with a net inflow of 8.604 billion yuan; Among the top stocks in the net inflow of main funds are Gree Electric Appliances Inc.Of Zhuhai(000651) , Shenzhen Zqgame Co.Ltd(300052) , Industrial Bank Co.Ltd(601166) , Ping An Bank Co.Ltd(000001) , Ping An Insurance (Group) Company Of China Ltd(601318) .
good news release, the agricultural machinery sector pulled up at the end of the trading, and the leading stocks touched the daily limit. The main funds increased their positions by 12 shares (attached shares)
In terms of capital, in the two trading days after new year’s day, 12 agricultural machinery concept stocks obtained the increase of main capital holdings, and the cumulative net inflow of main capital of Leo Group Co.Ltd(002131) reached 152 million yuan. Beishang capital has increased its positions in four agricultural machinery concept stocks in recent two trading days, namely Leo Group Co.Ltd(002131) , Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Chongqing Zongshen Power Machinery Co.Ltd(001696) , First Tractor Company Limited(601038) . From the perspective of performance growth, the organization predicts that the annual performance of First Tractor Company Limited(601038) , Dayu Water-Saving Group Co.Ltd(300021) , Lutian Machinery Co.Ltd(605259) , Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) in 2021 is expected to show growth.
northbound funds:
the net inflow of northbound funds today was 3.047 billion yuan, and the sale was Gigadevice Semiconductor (Beijing) Inc(603986) 524 million yuan
On January 5, the total net purchase of northbound funds was 3.047 billion yuan, including 2.92 billion yuan for Shanghai Stock connect and 127 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were Industrial Bank Co.Ltd(601166) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Contemporary Amperex Technology Co.Limited(300750) , with net purchases of 538 million yuan, 464 million yuan and 377 million yuan respectively. The top three net sales are Gigadevice Semiconductor (Beijing) Inc(603986) , Luxshare Precision Industry Co.Ltd(002475) , Sungrow Power Supply Co.Ltd(300274) , with net sales of 524 million yuan, 515 million yuan and 452 million yuan respectively.
45 shares including Cosco Shipping Holdings Co.Ltd(601919) were increased by more than 100 million yuan
Statistics show that on January 4, a total of 796 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, 45 had an increased market value of more than 100 million yuan, the largest was Cosco Shipping Holdings Co.Ltd(601919) , the latest holding was 268 million shares, an increase of 9.14% month on month, and the increased market value was 440 million yuan; The increased market value is large, and there are China Vanke Co.Ltd(000002) , Nari Technology Co.Ltd(600406) , Muyuan Foods Co.Ltd(002714) , Boe Technology Group Co.Ltd(000725) , Ping An Insurance (Group) Company Of China Ltd(601318) and other shares.
the proportion of 72 stocks holding circulating funds exceeds 10%
Statistics show that as of January 4, 2318 shares were held by northbound funds, with a total holding of 102.747 billion shares and a total holding market value of 2.71 trillion yuan. According to the proportion of holdings, 47 shares held by northbound funds accounted for more than 10% of the total share capital, and 72 held more than 10% of the circulating shares.
dragon and tiger list:
dragon and tiger list: 1.95 billion to raise funds, China Mobile’s foreign capital net buys 9 shares, and institutions net buy 20 shares
On January 5, among the stocks on the list, China Mobile had the largest net capital inflow of 1.95 billion yuan. Data show that the stock officially landed in A-Shares within the day, closing up 0.52%. The net capital flow into the top CITIC Xi’an Zhuque street to buy 861 million yuan. A total of 42 stocks were involved in the institutional participation in the dragon and tiger list, of which 20 were net bought by the institution, Westone Information Industry Inc(002268) was the most bought, with 120 million yuan. The other 22 shares were net sold by institutions, Beijing Kingee Culture Development Co.Ltd(002721) was the most sold, with a net sales of 88.6891 million yuan in the three days.
block transaction:
on January 5, 133 block transactions occurred in 83 stocks in Shanghai and Shenzhen, with a total turnover of 2.114 billion yuan
On January 5, 133 block transactions occurred in 83 stocks in Shanghai and Shenzhen, with a total turnover of 2.114 billion yuan. Among them, there were 71 block transactions in 42 stocks in Shanghai stock market, with a total turnover of 980 million yuan; There were 59 block transactions in 38 stocks in Shenzhen, with a total turnover of 1.11 billion yuan. The stock index closed at 3595.18 points, down 1.02%, with a turnover of 538.964 billion yuan.
23 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 21 to January 4), a total of 23 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 Hangzhou Gaoxin Rubber & Plastic Materials Co.Ltd(300478) , with an increase of 2510000 shares and an increase of 24.6984 million yuan.
how much is the value of bank executives’ intensive holdings of bank shares in January?
In the view of insiders, generally speaking, the increase of shareholders and executives’ holdings conveys their confidence in the future development of the company. Looking forward to the performance of bank stocks in the later stage, industry analysts believe that the pessimistic expectations of economic prosperity and asset quality that suppressed the performance of the bank sector in the early stage are expected to gradually improve. The bank sector was better in the first quarter of history. The relative return of bank stocks was better in January. It is suggested to pay attention to the allocation value of the bank sector.
two financial data:
the balance of two cities and two financial institutions increased by 2.685 billion yuan
As of January 4, the balance of two financial institutions in Shanghai and Shenzhen was 1834.876 billion yuan, an increase of 2.685 billion yuan over the previous trading day. Among them, the financing balance was 1719.028 billion yuan, an increase of 6.977 billion yuan over the previous trading day; The balance of securities lending was 115.848 billion yuan, a decrease of 4.292 billion yuan compared with the previous trading day.
the financing balance of the two cities increased by 6.977 billion yuan, and the trading activity of financing customers increased
As of January 4, the financing balance of Shanghai Stock Exchange reported 906.058 billion yuan, an increase of 2.983 billion yuan over the previous trading day; The financing balance of Shenzhen Stock Exchange was reported as 812.971 billion yuan, an increase of 3.995 billion yuan over the previous trading day; The two cities totaled 1719.028 billion yuan, an increase of 6.977 billion yuan over the previous trading day, and the financing transaction volume was 179.088 billion yuan, accounting for 14.23% of the transaction volume of a shares, including 93.033 billion yuan of financing purchase, 86.055 billion yuan of financing repayment, and 13.50% increase in transaction activity.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
According to statistics, on January 4, a total of 1861 stocks were purchased with financing funds, of which Bluefocus Intelligent Communications Group Co.Ltd(300058) were the top stocks, with a purchase amount of 932 million yuan; Contemporary Amperex Technology Co.Limited(300750) the purchase amount is 927 million yuan; Cosco Shipping Holdings Co.Ltd(601919) the purchase amount is 797 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
The net purchase of 21 shares financed exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) and the net purchase was the most
Statistics show that on January 4, a total of 1174 stocks were net purchased by financing, and 365 stocks with a net purchase amount of more than 10 million yuan. Among them, 21 financing net purchases exceeded 100 million yuan. Contemporary Amperex Technology Co.Limited(300750) ranked first in net purchases financed, with a net purchase of 429 million yuan on the same day.
during the year, a total of 7 new shares were issued, raising a total of 16.905 billion yuan
Statistics show that, based on the issuance date, as of January 5, a total of 7 companies have raised funds this year, with a cumulative amount of 16.905 billion yuan, and a single company raised an average of 2.415 billion yuan. In terms of districts, there are 5 companies with a fund-raising amount of more than 1 billion yuan, 1 company with a fund-raising amount of 500 million yuan to 1 billion yuan, and 1 company with a fund-raising amount of less than 500 million yuan.
