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 capital has continuously net inflow of 43 shares for more than 5 consecutive days
Statistics show that as of the closing on January 10, there were 43 stocks with continuous net inflows of main funds for more than 5 consecutive trading days. The largest number of consecutive inflows was Liqun Commercial Group Co.Ltd(601366) , which has been net inflows for 16 consecutive trading days; There are also Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Shandong Gold Mining Co.Ltd(600547) , Gaona Aero Material Co.Ltd(300034) with more consecutive net inflow days, which have been the net inflow of main funds for 14, 9 and 8 trading days respectively.
decrypt the main capital flight stocks, with a net outflow of 568 shares for 5 consecutive days
Statistics show that as of the closing on January 10, 568 stocks in Shanghai and Shenzhen had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Anhui Wanwei Updated High-Tech Material Industry Co.Ltd(600063) ranked first in terms of net outflow of main funds for 24 consecutive days; Wuchan Zhongda Group Co.Ltd(600704) for 21 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Shanxi Meijin Energy Co.Ltd(000723) has the largest net outflow of main funds, with a cumulative net outflow of 4.955 billion yuan for 11 consecutive days, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) followed by a cumulative net outflow of 2.28 billion yuan for 8 days.
agriculture, forestry, animal husbandry, fishery, communication and other industries are favored by main funds, and 10 shares such as Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) are raised by longhubang institutions
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 18.67 billion yuan, a net outflow for 22 consecutive trading days. In terms of industry sectors, among the 28 primary industries to which Shenwan belongs, there are five industry sectors with net capital inflows today. Among them, the agriculture, forestry, animal husbandry and fishery sector has the largest net capital inflows, with a net inflow amount of 1.408 billion yuan; The leading net inflow of main funds in the industry sector was also communications and mining, with a net inflow of 1.231 billion yuan and 227 million yuan respectively.
northbound funds:
northbound funds today had a net inflow of 4.758 billion yuan and a significant net sale of Aier Eye Hospital Group Co.Ltd(300015) 214 million yuan
On January 10, the net purchase volume of northbound capital on the same day was 4.758 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 2.914 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was RMB 1.844 billion. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the funds going north today bought Inner Mongolia Yili Industrial Group Co.Ltd(600887) 365 million yuan, China Merchants Bank Co.Ltd(600036) 361 million yuan and Byd Company Limited(002594) 227 million yuan. At the same time, the net sales were Aier Eye Hospital Group Co.Ltd(300015) 214 million yuan and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) 197 million yuan.
48 shares including Sany Heavy Industry Co.Ltd(600031) were increased by more than 100 million yuan
Statistics show that on January 7, a total of 745 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, 48 had an increased market value of more than 100 million yuan, the largest was Sany Heavy Industry Co.Ltd(600031) , the latest holding was 583 million shares, an increase of 6.78% month on month, and the increased market value was 918 million yuan; The increased market value is large, and there are Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Ganfeng Lithium Co.Ltd(002460) , Longi Green Energy Technology Co.Ltd(601012) , Hithink Royalflush Information Network Co.Ltd(300033) , Ping An Insurance (Group) Company Of China Ltd(601318) and other shares.
northbound capital increased its position of 31 shares for seven consecutive weeks
Statistics show that there were 19 industries with month on month increase in capital holdings in Beishang last week. The shareholding of the comprehensive industry increased the most month on month, with a week on week increase of 7.39%; Followed by steel, building decoration and real estate. From the perspective of the continuity of increasing holdings, the communication industry is most favored by funds going north, and its holdings have increased for eight consecutive weeks. In terms of individual stocks, a total of 18 shares went north last week, and their holdings doubled month on month. In terms of the increase in holdings, Pony Testing International Group Co.Ltd(300887) , Shengyuan Environmental Protection Co.Ltd(300867) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) ranked first, with 434%, 181.05% and 176.75% respectively. A total of 31 shares were increased by northbound funds for seven consecutive weeks.
40 shares were reduced by more than 50 million yuan
Statistics show that on January 7, the shareholding of 830 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, 269 shares had a market value of more than 10 million yuan, 40 shares had a market value of more than 50 million yuan, and Yunnan Energy New Material Co.Ltd(002812) had the largest market value. The latest shareholding was 98.1945 million shares, a month on month decrease of 0.86%, The reduced market value was RMB 193 million, followed by Gree Electric Appliances Inc.Of Zhuhai(000651) and China stock market news, with the reduced market value of RMB 174 million and RMB 173 million respectively.
dragon and tiger list:
dragon and tiger list: 610 million rush to raise Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) foreign capital net buys 3 shares and institutions net buys 11 shares
On January 10, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 610 million yuan in the three days. Data show that the stock closed within the daily limit, up 24.09% in the past three days. The net flow of funds into the top Shenzhen Stock connect seat, with a net purchase of 96.2131 million yuan on the third day. A total of 19 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) was the most bought, with a net inflow of 349 million yuan in three days. In addition, 8 shares were net sold by institutions, Beijing Vastdata Technology Co.Ltd(603138) was the most sold, with a net sales of 133 million yuan in three days.
block transaction:
on January 10, 186 block transactions occurred in 103 stocks in Shanghai and Shenzhen, with a total turnover of 3.402 billion yuan
On January 10, 186 block transactions occurred in 103 stocks in Shanghai and Shenzhen, with a total turnover of 3.402 billion yuan. Among them, there were 98 block transactions in 48 stocks in Shanghai stock market, with a total turnover of 1.684 billion yuan; There were 87 block transactions in 54 stocks in Shenzhen, with a total turnover of 1.671 billion yuan. The Shanghai index closed at 3593.52 points, up 0.39%, with a turnover of 443.401 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of 3 stocks exceeded 100 million yuan
Statistics show that on January 10, the sales department sold a net 582 million yuan of funds, including 19 stocks bought and 23 stocks sold. The net purchases of many stocks were Jieya shares, Phichem Corporation(300398) , Shandong Weifang Rainbow Chemical Co.Ltd(301035) , etc., and the net purchase amount accounted for 15.44%, 5.84% and 37.36% of the turnover on that day. In addition, the top stocks sold by the business department were Fushun Special Steel Co.Ltd(600399) , Tangrenshen Group Co.Ltd(002567) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) respectively, and the net sales accounted for 23.35%, 20.37% and 3.46% of the turnover on that day.
20 shares were increased by important shareholders Center International Group Co.Ltd(603098) with the largest amount of increase
According to the statistics based on the date of equity change, a total of 20 shares of listed companies have been increased by important shareholders in the past five trading days (December 31 ~ January 7). In terms of the increase amount, seven companies have increased their holdings by more than 100 million yuan in the past five days, and the largest increase amount is Center International Group Co.Ltd(603098) . During the period, they have increased their holdings of 34.6023 million shares, with a total increase amount of 1.625 billion yuan; The second is Zhejiang Weiming Environment Protection Co.Ltd(603568) , with an increase of 10483300 shares and an increase of 378 million yuan. In terms of the number of holdings increase, there are five companies that have been increased by important shareholders more than twice in the past five days, namely Center International Group Co.Ltd(603098) (6 holdings increase), Shanghai Fenghwa Group Co.Ltd(600615) (4 holdings increase), Beijing New Building Materials Public Limited Company(000786) (3 holdings increase), etc.
two financial data:
the balance of two cities and two financial institutions decreased by 16.357 billion yuan
As of January 7, the balance of two financial institutions in Shanghai and Shenzhen was 1814.599 billion yuan, a decrease of 16.357 billion yuan compared with the previous trading day. Among them, the financing balance was 1702.702 billion yuan, a decrease of 15.148 billion yuan compared with the previous trading day; The balance of securities lending was 111.897 billion yuan, a decrease of 1.209 billion yuan compared with the previous trading day.
The net purchase of 19 shares financed exceeded 50 million yuan Contemporary Amperex Technology Co.Limited(300750) and the net purchase was the most
Statistics show that on January 7, a total of 797 stocks were net purchased by financing, and 131 stocks with a net purchase amount of more than 10 million yuan. Among them, 19 financing net purchases exceeded 50 million yuan. Contemporary Amperex Technology Co.Limited(300750) ranked first in the net purchase of financing, with a net purchase of 369 million yuan on the same day. The net purchase amount of shares financed by Walvax Biotechnology Co.Ltd(300142) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Shandong Nanshan Aluminium Co.Ltd(600219) , Luxshare Precision Industry Co.Ltd(002475) , Hubei Radio & Television Information Network Co.Ltd(000665) , Shantou Dongfeng Printing Co.Ltd(601515) , Naura Technology Group Co.Ltd(002371) , Shenzhen Jinjia Group Co.Ltd(002191) exceeded 70 million yuan.
the financing balance of 13 Science and Innovation Board shares such as Xindian software increased by more than 10%
Statistics show that on January 7, the financing balance of 163 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 13 shares increased by more than 10%. The largest increase in financing balance was Xindian software, with the latest financing balance of 177684600 yuan, a month on month increase of 55.53%; Other stocks with large increase in financing balance include Nanjing Vazyme Biotech Co.Ltd(688105) , Crown Advanced Material Co.Ltd(688560) , Shenzhen Breo Technology Co.Ltd(688793) , Chemclin Diagnostics Co.Ltd(688468) , Anxi biology and so on.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 7, the financing balance of Shanghai and Shenzhen was 1702.702 billion yuan, accounting for 2.32% of the circulating market value of a shares. Among the two financial target stocks, there were 73 stocks with financing balance accounting for more than 10% of the circulating market value, 750 stocks with financing balance accounting for 5% ~ 10%, 1245 stocks with financing balance accounting for 1% ~ 5% and 174 stocks with financing balance accounting for no more than 1%.
fund data:
The issuance of funds is cold, and more than 20% of new funds have reached the issuance period
Since the beginning of 2022, the A-share market has been subject to shock and adjustment, and the issuance of new funds has also encountered a "cold wave". Not only did the star fund managers miss the "good start", but many new funds delayed raising. Since last January, there have been 41 new funds with a raising period of 90 days, accounting for more than 20% of the new funds, a new high in recent one year.
the liquidation is busy at the end of the year and the beginning of the year. Since December last year, 34 funds have been liquidated
Data show that as of January 8, 2022, 34 funds have been liquidated since December last year, of which 26 are active debt based or active equity funds. It is worth mentioning that 16 of the fund products did not perform as well as the market index in the same period.
(source: China stock market news research center)
