According to choice data, this week’s northward capital bucked the trend, with a net inflow of 6.203 billion yuan, including a net inflow of 6.853 billion yuan from the Shanghai Stock connect and a net outflow of 650 million yuan from the Shenzhen Stock connect. The number of shares held by 738 stocks was increased, and the position of 905 stocks was reduced, of which the position increase amount of “mechanical Mao” Sany Heavy Industry Co.Ltd(600031) was the largest and the position reduction amount of Apple concept leader Luxshare Precision Industry Co.Ltd(002475) was the largest.
the shareholding of 78 shares increased by more than 10 million shares
According to choice data, as of January 7, the market value of northbound capital positions was 2.68 trillion yuan, and the market value of northbound capital positions decreased by 79.4 billion yuan this week.
This week, the number of shares held by northbound funds in 738 stocks increased, of which 78 stocks increased by more than 10 million shares, the Boe Technology Group Co.Ltd(000725) with the largest increase increased by 84.9861 million shares, and the holdings of Industrial And Commercial Bank Of China Limited(601398) and Agricultural Bank Of China Limited(601288) increased by 77.7354 million shares and 74.5368 million shares respectively. Among the top ten stocks with increased holdings of northbound funds this week, there are four bank stocks. Northbound funds significantly increased their positions in the undervalued sector this week.
From the market performance, the top ten stocks with the largest increase in capital holdings in the north this week rose, Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) rose the most, with a cumulative increase of 12.85%.
the number of shares held by northbound funds increased by the top ten this week
Source: choice
In terms of changes in the market value of positions, choice data show that the market value of positions of northbound funds in 25 stocks increased by more than 500 million yuan this week, and the increase in the market value of positions in Midea Group Co.Ltd(000333) , Ping An Insurance (Group) Company Of China Ltd(601318) , Sany Heavy Industry Co.Ltd(600031) ranked first. The market value of positions increased by 4.383 billion yuan, 2.425 billion yuan and 2.339 billion yuan respectively.
Among the top ten stocks with increased market value of positions, except Midea Group Co.Ltd(000333) and Gree Electric Appliances Inc.Of Zhuhai(000651) which were reduced by northbound funds by 5.7697 million shares and 6.1614 million shares respectively, other stocks were increased by northbound funds, of which the holdings of Ping An Insurance (Group) Company Of China Ltd(601318) , Sany Heavy Industry Co.Ltd(600031) , Ping An Bank Co.Ltd(000001) , China Vanke Co.Ltd(000002) , Industrial Bank Co.Ltd(601166) , Baoshan Iron & Steel Co.Ltd(600019) increased by more than 10 million shares.
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions this week rose, China Vanke Co.Ltd(000002) rose the most, with a cumulative increase of 10.78%.
the top ten increase in the market value of northward capital positions this week
Source: choice
position increase Sany Heavy Industry Co.Ltd(600031) over 1.2 billion yuan
Calculated from the average transaction price and the number of additional positions, Sany Heavy Industry Co.Ltd(600031) is the stock with the largest amount of additional positions held by northbound funds this week. Northbound funds increased Sany Heavy Industry Co.Ltd(600031) 51184500 shares this week, with a total amount of additional positions of 1.251 billion yuan. From the detailed data, the northbound funds increased their positions Sany Heavy Industry Co.Ltd(600031) for four consecutive trading days this week, of which the amount increased on January 7 exceeded 900 million yuan.
According to choice data, this week Sany Heavy Industry Co.Ltd(600031) rose by 8.82%. As of January 7, northbound funds held Sany Heavy Industry Co.Ltd(600031) 583 million shares, the share price of Sany Heavy Industry Co.Ltd(600031) was 24.81 yuan / share, and the total market value was 210.7 billion yuan.
30 stocks reduced their positions by more than 10 million shares this week
According to choice data, a total of 905 stocks were reduced by northbound funds this week, of which 30 stocks were reduced by more than 10 million shares. The Gd Power Development Co.Ltd(600795) with the largest number of shares reduced was reduced by 55.8018 million shares, China Merchants Energy Shipping Co.Ltd(601872) and Luxshare Precision Industry Co.Ltd(002475) were reduced by 48.0825 million shares and 38.5835 million shares respectively.
In terms of market performance, the number of shares with reduced positions in the north this week ranked among the top ten, with more or less declines, and China stock market news fell the most, with a cumulative decline of 9.05% this week.
top ten shares of northward capital reduction this week
Source: choice
In terms of changes in the market value of positions, choice data show that the market value of positions of northbound funds on 49 stocks decreased by more than 500 million yuan this week, and the market value of positions on Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) ranked first. The market value of positions decreased by 10.682 billion yuan, 9.752 billion yuan and 6.367 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, except Longi Green Energy Technology Co.Ltd(601012) and Will Semiconductor Co.Ltd.Shanghai(603501) which were increased by northbound funds by 2407000 shares and 895500 shares respectively, other stocks were reduced by northbound funds, of which China stock market news and Luxshare Precision Industry Co.Ltd(002475) were reduced by northbound funds by more than 26 million shares.
From the perspective of market performance, the top ten stocks with the largest decrease in the market value of northward capital positions fell this week, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) fell the most, with a cumulative decline of 13.87% this week.
the top ten of the market value reduction of northward capital positions this week
Source: choice
position reduction Luxshare Precision Industry Co.Ltd(002475) exceeding 1.8 billion yuan
Calculated from the average transaction price and the number of shares reduced, the individual shares with the highest amount of capital reduction in the north this week were Luxshare Precision Industry Co.Ltd(002475) , with a reduction of 38.5835 million shares and a reduction of 1.864 billion yuan. From the detailed data, the northbound funds reduced their positions Luxshare Precision Industry Co.Ltd(002475) for four consecutive trading days this week, of which the amount of position reduction on January 6 exceeded 700 million yuan.
According to choice data, this week Luxshare Precision Industry Co.Ltd(002475) fell by 5.26%. As of January 7, northbound funds held Luxshare Precision Industry Co.Ltd(002475) 555 million shares, the share price of Luxshare Precision Industry Co.Ltd(002475) was 46.61 yuan / share, and the total market value was 329.6 billion yuan.
(source: China Securities Journal)
