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 618 shares for 5 consecutive days
Statistics show that as of the closing on January 13, 618 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, Guangdong Chaohua Technology Co.Ltd(002288) ranked first in terms of net outflow of main funds for 20 consecutive days; Xinjiang Hongtong Natural Gas Co.Ltd(605169) 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 5.690 billion yuan for 14 consecutive days, Aier Eye Hospital Group Co.Ltd(300015) followed by a cumulative net outflow of 2.562 billion yuan for 10 days.
strong stocks tracked the net inflow of main funds into 41 stocks for 5 consecutive days
Statistics show that as of the closing on January 13, a total of 41 stocks in Shanghai and Shenzhen had net inflows of main funds for 5 or more consecutive days. Shandong Gold Mining Co.Ltd(600547) net inflow of main funds for 12 consecutive days, ranking first; Hubei Feilihua Quartz Glass Co.Ltd(300395) for 10 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 RMB 2.175 billion for six consecutive days, Ja Solar Technology Co.Ltd(002459) followed by a cumulative net inflow of RMB 751 million for eight days.
on January 13, the net outflow of main funds in Shanghai and Shenzhen stock markets was 16.403 billion yuan, reducing positions in food and beverage, electronics and non-ferrous metals
Statistics show that on January 13, the net outflow of main funds from Shanghai and Shenzhen markets was 16.403 billion yuan. From the industry level, the net purchase amount of main funds obtained by banks, computers and mining ranked first, with RMB 1.69 billion, RMB 1.607 billion and RMB 1.074 billion respectively. The net sales of food and beverage, electronics and non-ferrous metals by the main funds ranked first, with 4.281 billion yuan, 3.551 billion yuan and 3.453 billion yuan respectively.
The main funds of 11 billion were withdrawn from the dragon and tiger list of the pharmaceutical and biological industry, and the institutions sold Dongfang Electric Corporation Limited(600875) and other stocks
From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there is only one leisure service industry sector today, with a net inflow of main funds of 125 million yuan; The main funds of 27 industry sectors showed a net outflow, of which the main funds of the pharmaceutical and biological industry sector had the largest net outflow, with a net outflow amount of 10.986 billion yuan.
dragon and tiger list:
dragon and tiger list: 169 million rush to raise Meisheng Cultural & Creative Corp.Ltd(002699) foreign capital net buys 5 shares and institutions net buys 15 shares
On January 13, Meisheng Cultural & Creative Corp.Ltd(002699) , with a net capital inflow of 169 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 21.25% throughout the day. The net inflow of funds into the top Huaxin Shanghai Branch net purchase of 81.2697 million yuan. A total of 37 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Shanghai Yaoji Technology Co.Ltd(002605) was the most bought, with a net inflow of 96.4647 million yuan in three days. In addition, 22 shares were sold by institutions, and Dongfang Electric Corporation Limited(600875) was sold the most, amounting to 217 million yuan.
block transaction:
on January 13, 166 block transactions occurred in 82 stocks in Shanghai and Shenzhen, with a total turnover of 2.746 billion yuan
On January 13, 166 block transactions occurred in 82 stocks in Shanghai and Shenzhen, with a total turnover of 2.746 billion yuan. Among them, there were 58 block transactions in 41 stocks in Shanghai stock market, with a total turnover of 992 million yuan; There were 55 block transactions in 38 stocks in Shenzhen, with a total turnover of 1.638 billion yuan. The Shanghai index closed at 3555.26 points, down 1.17%, with a turnover of 457.005 billion yuan.
northbound funds:
northbound funds sold a net 585 million yuan today Jiangsu Hengrui Medicine Co.Ltd(600276) 777 million yuan
On January 13, northbound funds sold a net 585 million yuan, including 1.454 billion yuan for Shanghai Stock connect and 2.040 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Wuxi Apptec Co.Ltd(603259) , Yunnan Energy New Material Co.Ltd(002812) purchases ranked among the top three, with net purchases of 583 million yuan, 381 million yuan and 373 million yuan respectively. The net sales of Jiangsu Hengrui Medicine Co.Ltd(600276) , Aier Eye Hospital Group Co.Ltd(300015) , China Jushi Co.Ltd(600176) ranked among the top three, with net sales of 777 million yuan, 565 million yuan and 500 million yuan respectively.
35 shares including Nari Technology Co.Ltd(600406) were increased by more than 100 million yuan
Statistics show that on January 12, a total of 822 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, 35 have an increased market value of more than 100 million yuan, the largest is Nari Technology Co.Ltd(600406) , the latest holding is 739 million shares, an increase of 2.4% month on month, and the increased market value is 678 million yuan; The market value of increased holdings is large, and there are Contemporary Amperex Technology Co.Limited(300750) , Industrial Bank Co.Ltd(601166) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) , Wuxi Apptec Co.Ltd(603259) and other stocks.
list of increasing positions of funds from the North: the shareholding of 22 shares increased by more than 50% month on month
Statistics show that as of January 12, 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 103.864 billion shares, an increase of 196 million shares compared with the previous trading day. In terms of the range of position increase, there are 22 with a month on month increase of more than 50%.
list of shares held by northbound funds
Statistics show that as of January 12, 2318 shares were held by northbound funds, with a total shareholding of 103.864 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.
23 shares increased their positions by more than 50% Beijing Relpow Technology Co.Ltd(300593) with the largest increase
Statistics show that as of January 12, a total of 822 stocks were increased by land stock connect. Among them, there were 23 with a month on month increase of more than 50%, and the largest month on month increase was Beijing Relpow Technology Co.Ltd(300593) . Land stock connect recently held 628400 shares, with a month on month increase of 203.27%; There are also Shandong Shida Shenghua Chemical Group Company Limite(603026) , Ningxia Zhongyin Cashmere Co.Ltd(000982) , Western Mining Co.Ltd(601168) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) and other stocks with large month on month growth.
the company has doubled in 15 days, but shareholders have reduced their holdings one after another!
On the 15th, bull stocks, which nearly doubled, issued another reduction announcement. Kunming Longjin Pharmaceutical Co.Ltd(002750) (002750) announced on January 12 that the shareholder Lixing Industrial Co., Ltd. plans to reduce the company's shares by centralized bidding, block trading or other legal means by no more than 24.03 million shares (accounting for 6% of the company's total share capital). It is worth mentioning that just last week, Kunming Longjin Pharmaceutical Co.Ltd(002750) announced that the controlling shareholders and actual controllers of the company planned to reduce their total holdings of no more than 3.19% shares.
two financial data:
the balance of two cities and two financial institutions increased by 2.929 billion yuan
As of January 12, the balance of two financial institutions in Shanghai and Shenzhen was 1817.143 billion yuan, an increase of 2.929 billion yuan over the previous trading day. Among them, the financing balance was 1705.792 billion yuan, an increase of 2.188 billion yuan over the previous trading day; The balance of securities lending was 111.351 billion yuan, an increase of 741 million yuan over the previous trading day.
The net purchase of 15 shares financed exceeded 100 million yuan Tibet Mineral Development Co.Ltd(000762) and the net purchase was the most
Statistics show that on January 12, 1115 stocks were net purchased by financing, and 286 stocks with a net purchase amount of more than 10 million yuan. Among them, 15 financing net purchases exceeded 100 million yuan. The net purchase amount of Tibet Mineral Development Co.Ltd(000762) financing ranked first, with a net purchase of 310 million yuan on the same day; The net purchase amount of Zhejiang Orient Gene Biotech Co.Ltd(688298) and Shenzhen Jinjia Group Co.Ltd(002191) financed exceeded 200 million yuan. Among the top net financing purchases are China State Construction Engineering Corporation Limited(601668) , Hangzhou First Applied Material Co.Ltd(603806) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , etc.
The financing balance of 14 Sci-tech Innovation Board shares such as Shenzhen Yhlo Biotech Co.Ltd(688575) increased by more than 10%
Statistics show that on January 12, the financing balance of 181 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 14 shares increased by more than 10%. The largest increase in financing balance was Shenzhen Yhlo Biotech Co.Ltd(688575) , with the latest financing balance of 114.0908 million yuan, a month on month increase of 49.43%; Other stocks with large increase in financing balance include Zhejiang Orient Gene Biotech Co.Ltd(688298) , Hangzhou Alltest Biotech Co.Ltd(688606) , Beijing Hotgen Biotech Co.Ltd(688068) , Shanghai Zj Bio-Tech Co.Ltd(688317) , Jinguan Electric Co.Ltd(688517) .
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on January 12, a total of 1862 stocks were purchased with financing funds, of which Byd Company Limited(002594) were the top stocks, with a purchase amount of 778 million yuan; Contemporary Amperex Technology Co.Limited(300750) the purchase amount is 694 million yuan; Tibet Mineral Development Co.Ltd(000762) the purchase amount is 683 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 financing balance of 133 shares increased by more than 5%
Statistics show that as of January 12, the balance of two financial institutions in Shanghai stock market was 969.344 billion yuan, an increase of 2.173 billion yuan over the previous trading day; The balance of two financial institutions in Shenzhen was 847.8 billion yuan, an increase of 757 million yuan over the previous trading day; The balance of the two cities and two financial institutions totaled 1817.143 billion yuan, an increase of 2.93 billion yuan over the previous trading day. In terms of individual stocks, 1113 stocks increased in financing balance, accounting for 49.60%, of which 133 stocks increased by more than 5%.
fund data:
over 100 billion! Such funds are on fire
According to the data, as of January 12, the net inflow of non commodity ETF has exceeded 100 billion yuan since December last year. Shanghai Stock Exchange 50ETF, Shanghai and Shenzhen 300etf and other products are favored. The total scale of Huaxia Shanghai Stock Exchange 50ETF has reached 70.38 billion yuan, a record high for the scale of the fund.
the first batch of 15 public funds disclosed that 80% of last year's fourth quarter report outperformed the performance benchmark
Recently, the fourth quarter reports of several products of BOC fund in 2021 have been released one after another. Therefore, the disclosure season of the fourth quarter report of public funds in 2021 officially kicked off. On the whole, the change of fund scale of the first 15 fund products in the fourth quarter was relatively stable, of which 10 fund scale increased, and the yield of more than 80% of the products outperformed the benchmark growth rate of performance during the fourth quarter, realizing excess returns for investors.
"steady growth" became the largest catalyst, and the net value of 36 equity funds reached a new high
A-share level switching is obvious. Most of last year's blue chip fund products performed poorly at the beginning of the year, and only a small number of funds withstood the test. The data show that excluding QDII funds, as of January 11 (share consolidation, this statistical standard is adopted in the article), the net value of 36 equity funds reached a new high. In addition to Fuguo CSI modern logistics ETF, huitianfu CSI traditional Chinese medicine a and other passive index funds, there are Jinyuan Shunan Yuanqi, Zhongtai Yuheng value optimization, Zhongtai Xingyuan value optimization a, ICBC Credit Suisse strategic transformation theme a, GF Multi Strategy, etc.
