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:
on January 11, the net outflow of main funds in Shanghai and Shenzhen was 3.548 billion yuan, reducing positions in electronics, computers, food and beverage
Statistics show that on January 11, the net outflow of main funds in Shanghai and Shenzhen was 3.548 billion yuan. From the industry level, the net purchase amount of main funds obtained by medicine, biology, banking and transportation ranked first, with 6.76 billion yuan, 2.549 billion yuan and 1.22 billion yuan respectively. The net sales of electronics, computers, food and beverage by the main funds ranked first, with 3.89 billion yuan, 2.176 billion yuan and 2.161 billion yuan respectively.
the main funds were withdrawn from the dragon and tiger list institutions in electronics, computer and other industries Andon Health Co.Ltd(002432) and
In terms of individual stocks, 1480 individual stocks received a net inflow of main funds today, of which 46 stocks received a net inflow of main funds of more than 100 million yuan. Eve Energy Co.Ltd(300014) received the largest net inflow of main funds, with a net inflow of 763 million yuan; Among the top stocks in the net inflow of main funds are Andon Health Co.Ltd(002432) , China Merchants Bank Co.Ltd(600036) , Wuxi Apptec Co.Ltd(603259) , Yunnan Baiyao Group Co.Ltd(000538) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , with net inflows of 604 million yuan, 464 million yuan, 424 million yuan, 406 million yuan and 355 million yuan respectively.
northbound funds:
northbound funds sold more than 4 billion yuan today, selling Contemporary Amperex Technology Co.Limited(300750) 697 million yuan
On January 11, northbound funds sold a net 4.027 billion yuan, including 933 million yuan for Shanghai Stock connect and 3.094 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Byd Company Limited(002594) , Wuxi Apptec Co.Ltd(603259) , Nari Technology Co.Ltd(600406) were among the top three, with net purchases of 476 million yuan, 288 million yuan and 279 million yuan respectively. The net sales of Contemporary Amperex Technology Co.Limited(300750) , Aier Eye Hospital Group Co.Ltd(300015) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) ranked among the top three, with net sales of 697 million yuan, 597 million yuan and 509 million yuan respectively.
list of increasing positions of funds from the North: the shareholding of 33 shares increased by more than 30% month on month
Statistics show that as of January 10, according to the shareholding records of land stock link published by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 103.637 billion shares. Compared with the previous trading day, the total shareholding decreased by 72.4558 million shares. In terms of the range of position increase, there are 33 with a month on month increase of more than 30%.
the proportion of 72 stocks holding circulating funds exceeds 10%
Statistics show that as of January 10, 2318 shares were held by northbound funds, with a total shareholding of 103.637 billion shares and a total market value of 2.67 trillion yuan. According to the statistics of shareholding ratio, 47 shares held more than 10% of the total share capital, and 72 held more than 10% of the circulating shares.
16 shares increased their positions by more than 50% Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) with the largest increase
Statistics show that as of January 10, a total of 805 stocks have been increased by land stock connect. Among them, there were 16 with a month on month increase of more than 50%, and the largest month on month increase was Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) . Land stock connect recently held 260900 shares, with a month on month increase of 268.11%; There are also Guangdong Guanghua Sci-Tech Co.Ltd(002741) , Xiamen Hongxin Electronics Technology Group Inc(300657) , Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) , Chutian Dragon Co.Ltd(003040) , Shandong Shida Shenghua Chemical Group Company Limite(603026) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 105 million rush to raise Ji Yao Holding Group Co.Ltd(300108) foreign capital net buys 4 shares and institutions net buys 17 shares
On January 11, Ji Yao Holding Group Co.Ltd(300108) , with a net capital inflow of 105 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock had a 20cm large daily limit, and the turnover rate throughout the day was 22.1%. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 55.4701 million yuan. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Zhewen Interactive Group Co.Ltd(600986) was the most bought, with a total of 117 million yuan. In addition, 18 shares were net sold by institutions, and Anxi biology was sold the most, with 147 million yuan.
block transaction:
on January 11, 141 block transactions occurred in 90 stocks in Shanghai and Shenzhen, with a total turnover of 2.621 billion yuan
On January 11, 141 block transactions occurred in 90 stocks in Shanghai and Shenzhen, with a total turnover of 2.621 billion yuan. Among them, there were 82 block transactions in 47 stocks in Shanghai Stock Exchange, with a total turnover of 1.121 billion yuan; There were 56 block transactions in 40 stocks in Shenzhen, with a total turnover of 1.428 billion yuan. The stock index closed at 3567.44 points, down 0.73%, with a turnover of 441.301 billion yuan.
increase or decrease in holdings in one week: after ten connected boards, Kunming Longjin Pharmaceutical Co.Ltd(002750) the actual controller "accurately" cashed out Anhui Anli Material Technology Co.Ltd(300218) the two shareholders intend to clear their positions
Last week (from January 3 to January 9), the reduction scale of A-share market increased month on month, while the increase scale decreased. According to incomplete statistics of interface news, a total of 99 A-share companies disclosed shareholder reduction plans. In terms of reduction, Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750. SZ) is reduced by the controlling shareholder and the actual controller by no more than 3.19%, and the two shareholders of Anhui Anli Material Technology Co.Ltd(300218) (300218. SZ) plan to clear their positions and reduce their holdings; In terms of overweight, Topchoice Medical Co.Inc(600763) (600763. SH) and Aier Eye Hospital Group Co.Ltd(300015) (300015. SZ) were overweight.
two financial data:
the balance of two cities and two financial institutions increased by 1.609 billion yuan
As of January 10, the balance of two financial institutions in Shanghai and Shenzhen was 1816.208 billion yuan, an increase of 1.609 billion yuan over the previous trading day. Among them, the financing balance was 1704.537 billion yuan, an increase of 1.835 billion yuan over the previous trading day; The balance of securities lending was 111.671 billion yuan, a decrease of 226 million yuan compared with the previous trading day.
The net purchase of 28 shares financed exceeded RMB 50 million, and China stock market news received the most net purchase
Statistics show that on January 10, 1112 stocks were net purchased by financing, and 286 stocks with a net purchase amount of more than 10 million yuan.
Among them, 28 financing net purchases exceeded 50 million yuan. China stock market news ranked first in net purchases financed, with a net purchase of 126 million yuan on the same day. The net purchase amount of shares financed by Wuliangye Yibin Co.Ltd(000858) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Kunlun Tech Co.Ltd(300418) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Tianjin Zhongxin Pharmaceutical Group Corporation Limited(600329) , Zhewen Interactive Group Co.Ltd(600986) , Industrial Bank Co.Ltd(601166) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Walvax Biotechnology Co.Ltd(300142) exceeded 90 million yuan.
The financing balance of 121 shares increased by more than 5%
Statistics show that as of January 10, the balance of two financial institutions in Shanghai stock market was 968.025 billion yuan, an increase of 943 million yuan over the previous trading day; The balance of two financial institutions in Shenzhen was 848.183 billion yuan, an increase of 666 million yuan over the previous trading day; The balance of the two cities and two financial institutions totaled 1816.208 billion yuan, an increase of 1.609 billion yuan over the previous trading day. In terms of individual stocks, 1112 stocks increased in financing balance, accounting for 49.60%, of which 121 stocks increased by more than 5%.
The financing balance of 7 Kechuang board shares such as Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) increased by more than 20%
Statistics show that on January 10, there were 185 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 7 shares increased by more than 20%. The largest increase in financing balance was Luoyang Jalon Micro-Nano New Materials Co.Ltd(688357) , with the latest financing balance of 72.6681 million yuan, a month on month increase of 59.57%; Other stocks with large increase in financing balance include Shanghai Zj Bio-Tech Co.Ltd(688317) , Aohua endoscopy, Shandong Intco Recycling Resources Co.Ltd(688087) , Anxi biology, Hangzhou Alltest Biotech Co.Ltd(688606) .
fund data:
what signal? The fund reappeared the trend of self purchase and sold 30 million in 10 days. These six have taken action!
Since the beginning of the year, the market has continued to fluctuate, and the fund issuance has been relatively bleak. In order to boost the sentiment of the fund market frequently in the near future. The reporter learned that as of press time, since the beginning of 2022, at least 6 companies have or plan to purchase funds, with a total self purchase amount of more than 30 million yuan. On January 10 alone, two new funds announced their own purchase and welcomed the small climax.
what happened to the centralized liquidation of more than 30 funds? How investors "lightning protection"?
Data show that since the fourth quarter of 2021, 64 funds have been liquidated in the whole market. In the past month since December 2021, the number of liquidated funds has reached 34, exceeding the total number of liquidated funds in November and October 2021 (30). Specifically, among the 34 liquidated funds, 26 are active debt based or active equity funds, of which 16 fund products are less than the performance benchmark, accounting for 61.54%.
since this year, 10 new shares have been issued, raising a total of 20.518 billion yuan
Statistics show that, based on the issuance date, as of January 11, a total of 10 companies have raised funds this year, with a cumulative fund-raising amount of 20.518 billion yuan, and a single company raised an average of 2.052 billion yuan. In terms of districts, there are 7 companies with a fund-raising amount of more than 1 billion yuan, 2 companies 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.
(source: China stock market news research center)
