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:
decrypt the main capital flight stocks, with a net outflow of 559 shares for 5 consecutive days
Statistics show that as of the closing on January 12, 559 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 26 consecutive days; Guangdong Chaohua Technology Co.Ltd(002288) for 19 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 5.533 billion yuan for 13 consecutive days, China Three Gorges Renewables (Group) Co.Ltd(600905) followed by a cumulative net outflow of 2.748 billion yuan for 7 days.
strong stocks tracked the net inflow of main funds into 52 stocks for 5 consecutive days
Statistics show that as of the closing on January 12, a total of 52 stocks in Shanghai and Shenzhen had a net inflow of main funds for 5 or more consecutive days. Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) net inflow of main funds for 16 consecutive days, ranking first; Shandong Gold Mining Co.Ltd(600547) for 11 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Contemporary Amperex Technology Co.Limited(300750) has the largest net inflow of main funds, with a cumulative net inflow of 1.93 billion yuan for five consecutive days, Wuxi Apptec Co.Ltd(603259) followed by a cumulative net inflow of 990 million yuan for five days.
the main capital is added to the warehouse, and the northern capital is scrambled to raise Nari Technology Co.Ltd(600406) , Industrial Bank Co.Ltd(601166) and so on
From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there are 9 industry sectors with net inflows of main funds today. Among them, the electrical equipment industry sector has the largest net inflows of main funds, with a net inflow amount of 5.3 billion yuan; Non ferrous metals, electronics and automobiles also led the net inflow of main funds in the industry sector, with a net inflow of 4.662 billion yuan, 1.466 billion yuan and 525 million yuan respectively.
on January 12, the net inflow of main funds in Shanghai and Shenzhen was 33.868 billion yuan, and the warehouse was added for medicine, biology, non-ferrous metals and electrical equipment
Statistics show that on January 12, the net inflow of main funds in Shanghai and Shenzhen stock markets was 33.868 billion yuan. From the industry level, the net purchase amount of main funds for medicine and biology, non-ferrous metals and electrical equipment ranked first, with 5.142 billion yuan, 5.141 billion yuan and 4.333 billion yuan respectively. Banks, non bank finance and architectural decoration ranked first in the net sales of main funds, with 1.414 billion yuan, 1.105 billion yuan and 433 million yuan respectively.
northbound funds:
northbound funds bought more than 7 billion yuan and increased positions Nari Technology Co.Ltd(600406) 678 million yuan
On January 12, northbound funds bought a net 7.018 billion yuan, including 4.783 billion yuan for Shanghai Stock connect and 2.235 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Industrial Bank Co.Ltd(601166) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net purchases of 678 million yuan, 624 million yuan and 620 million yuan respectively. The net sales of Eve Energy Co.Ltd(300014) , Aier Eye Hospital Group Co.Ltd(300015) , Jiangsu Hengrui Medicine Co.Ltd(600276) ranked among the top three, with net sales of 552 million yuan, 471 million yuan and 392 million yuan respectively.
30 shares such as Byd Company Limited(002594) were increased by more than 100 million yuan
Statistics show that on January 11, a total of 643 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, 30 have an increased market value of more than 100 million yuan, the largest is Byd Company Limited(002594) , the latest holding is 74.8459 million shares, an increase of 2.74% month on month, and the increased market value is 477 million yuan; The increased market value is large, and there are Ping An Bank Co.Ltd(000001) , Hengli Petrochemical Co.Ltd(600346) , Wuxi Apptec Co.Ltd(603259) , Nari Technology Co.Ltd(600406) , Naura Technology Group Co.Ltd(002371) and other shares.
list of increasing positions of northbound funds: the shareholding of 21 shares increased by more than 30% month on month
Statistics show that as of January 11, 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 103.669 billion shares, an increase of 32.019 million shares compared with the previous trading day. From the perspective of increasing positions, there are 21 with a month on month increase of more than 30%.
list of shares held by northbound funds
Statistics show that as of January 11, 2318 shares were held by northbound funds, with a total shareholding of 103.669 billion shares and a total market value of 2.64 trillion yuan. According to the statistics of shareholding ratio, 47 shares held more than 10% of the total share capital, and 71 held more than 10% of the circulating shares.
9 shares increased their positions by more than 50% Guangdong Guanghua Sci-Tech Co.Ltd(002741) with the largest increase
Statistics show that as of January 11, a total of 643 stocks have been increased by land stock connect. Among them, there were 9 with a month on month increase of more than 50%, and the largest month on month increase was Guangdong Guanghua Sci-Tech Co.Ltd(002741) . Land stock connect recently held 873900 shares, with a month on month increase of 141.77%; There are also Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) , Shouhang High-Tech Energy Co.Ltd(002665) , Guanglian Aviation Industry Co.Ltd(300900) , Eastern Air Logistics Co.Ltd(601156) , Xiamen Hongxin Electronics Technology Group Inc(300657) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 170 million institutions rush to raise Yunnan Tin Co.Ltd(000960) 200 million hot money Zhejiang Orient Gene Biotech Co.Ltd(688298)
On January 12, Yunnan Tin Co.Ltd(000960) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net purchase amount of more than 300 million yuan. According to the data, the daily limit of the stock rose, the stock price rose by 27.25% in the past three trading days, and the intra day turnover rate was 61.97%. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, and Yunnan Tin Co.Ltd(000960) was the most bought, amounting to 173 million yuan. In addition, 13 shares were net sold by institutions, of which Shenzhen Jinjia Group Co.Ltd(002191) sold the most, amounting to 223 million yuan.
block transaction:
on January 12, 154 block transactions occurred in 98 stocks in Shanghai and Shenzhen, with a total turnover of 3.484 billion yuan
On January 12, 154 block transactions occurred in 98 stocks in Shanghai and Shenzhen, with a total turnover of 3.484 billion yuan.
Among them, there were 85 block transactions in 51 stocks in Shanghai stock market, with a total turnover of 1.493 billion yuan; There were 69 block transactions in 47 stocks in Shenzhen, with a total turnover of 1.99 billion yuan. The Shanghai index closed at 3597.43 points, up 0.84%, with a turnover of 435.818 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, with a net purchase of more than 50 million
According to statistics, on January 12, the sales department bought a net 134 million yuan of funds, including 23 stocks bought and 18 stocks sold. The net purchases of many stocks were Shenzhen Jinjia Group Co.Ltd(002191) , Fujian Snowman Co.Ltd(002639) , Andon Health Co.Ltd(002432) etc., and the net purchase amount accounted for 15.08%, 2.35% and 5.05% of the turnover on that day. In addition, the top stocks sold by the business department were Hubei Radio & Television Information Network Co.Ltd(000665) , Ji Yao Holding Group Co.Ltd(300108) , Jiangsu Skyray Instrument Co.Ltd(300165) respectively, and the net sales accounted for 5.01%, 10.58% and 5.46% of the turnover on that day.
19 shares were increased by executives Guangdong Topstar Technology Co.Ltd(300607) with the maximum amount of increase
Statistics show that in the past 10 trading days (December 28 to January 11), a total of 19 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Guangdong Topstar Technology Co.Ltd(300607) , with a cumulative increase of 1016300 shares, with a total increase amount of 16.7033 million yuan; The second is Do-Fluoride New Materials Co.Ltd(002407) , with an increase of 194800 shares and an increase of 8.212 million yuan.
two financial data:
the balance of two cities and two financial institutions decreased by 1.994 billion yuan
As of January 11, the balance of two financial institutions in Shanghai and Shenzhen was 1814.214 billion yuan, a decrease of 1.994 billion yuan compared with the previous trading day. Among them, the financing balance was 1703.604 billion yuan, a decrease of 933 million yuan compared with the previous trading day; The balance of securities lending was 110.61 billion yuan, a decrease of 1.061 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of 1 share, accounting for more than 30% of the transaction
Statistics show that on January 11, a total of 1862 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 516 million yuan; Ping An Insurance (Group) Company Of China Ltd(601318) the purchase amount is 458 million yuan; Byd Company Limited(002594) the purchase amount was 436 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 one individual share accounts for more than 30% of the transaction amount.
The net purchase of 34 shares financed exceeded 50 million yuan Byd Company Limited(002594) and the net purchase was the most
Statistics show that on January 11, a total of 1024 stocks were net purchased by financing, and 233 stocks with a net purchase amount of more than 10 million yuan. Among them, 34 financing net purchases exceeded 50 million yuan. Byd Company Limited(002594) ranked first in net purchases financed, with a net purchase of 158 million yuan on the same day. The net purchase amount of Longi Green Energy Technology Co.Ltd(601012) , Huafa Industrial Co.Ltd.Zhuhai(600325) , Poly Developments And Holdings Group Co.Ltd(600048) , Tongkun Group Co.Ltd(601233) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Phichem Corporation(300398) and other shares financed exceeded 90 million yuan.
The financing balance of 13 Kechuang board shares such as Chemclin Diagnostics Co.Ltd(688468) increased by more than 10%
Statistics show that on January 11, there were 176 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 13 shares increased by more than 10%. The largest increase in financing balance was Chemclin Diagnostics Co.Ltd(688468) , with the latest financing balance of 49.2191 million yuan, a month on month increase of 50.05%; Other stocks with large increase in financing balance include Beijing Baolande Software Corporation(688058) , Cheng Du Sheng Nuo Biotec Co.Ltd(688117) , Shanghai Zj Bio-Tech Co.Ltd(688317) , Shenzhen Transsion Holdings Co.Ltd(688036) , Shenzhen Yhlo Biotech Co.Ltd(688575) .
fund data:
The financing balance of 112 shares increased by more than 5%
Statistics show that as of January 11, the balance of two financial institutions in Shanghai stock market was 967.171 billion yuan, a decrease of 854 million yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 847.043 billion yuan, a decrease of 1.140 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1814.214 billion yuan, a decrease of 1.994 billion yuan compared with the previous trading day. In terms of individual stocks, there were 1022 stocks with an increase in financing balance, accounting for 45.58%, of which 112 stocks had an increase of more than 5%.
the number of private equity funds filed in 10 days increased by more than three years on a year-on-year basis, and the fund-raising of the first fund-raising product in adult has exceeded 4.5 billion yuan
Data show that from January 1 to 10, 2022, a total of 457 private securities investment funds completed filing, an increase of 30.20% over 351 in the same period last year. Many private placement people told reporters that from the sales situation at the beginning of the year, investors are more in pursuit of new private placement products.
the first popular fund was born this year! What is the charm of closing the offering two days in advance? There are 36 in line
In 2022, the first explosion fund was born! Since the beginning of the year, affected by market shocks and other factors, the fund issuance market has been relatively bleak. Until the last two days, the issuance of Xingzheng global Heheng's three-year holding hybrid fund has attracted the attention of many investors. The Chinese reporter of the brokerage learned from the channel that as of the afternoon of January 11, the fund has obtained a subscription of about 6 billion yuan and announced the early settlement of the fund.