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 682 shares for 5 consecutive days
Statistics show that as of the closing on January 14, a total of 682 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 21 consecutive days; Xinjiang Hongtong Natural Gas Co.Ltd(605169) for 20 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 5.924 billion yuan for 15 consecutive days, Aier Eye Hospital Group Co.Ltd(300015) followed by a cumulative net outflow of 2.776 billion yuan for 11 days.
strong stocks tracked the net inflow of main funds into 49 stocks for 5 consecutive days
Statistics show that as of the closing on January 14, a total of 49 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Shandong Gold Mining Co.Ltd(600547) net inflow of main funds for 13 consecutive days, ranking first; Hubei Feilihua Quartz Glass Co.Ltd(300395) 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 RMB 2.62 billion for seven consecutive days, Yunnan Energy New Material Co.Ltd(002812) followed by a cumulative net inflow of RMB 742 million for seven days.
60 shares won the main position of more than 100 million yuan, and the dragon and tiger list institutions scrambled to raise Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) and
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 29.15 billion yuan, a net outflow for 26 consecutive trading days. In terms of individual stocks, 1557 individual stocks received the net inflow of main funds today, of which 60 stocks received the net inflow of main funds of more than 100 million yuan. China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) received the largest net inflow of main funds, with a net inflow of 1.069 billion yuan; Among the top stocks in the net inflow of main funds are Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Contemporary Amperex Technology Co.Limited(300750) , Sichuan Hebang Biotechnology Co.Ltd(603077) , Aojie technology and Beijing Jetsen Technology Co.Ltd(300182) , with net inflows of 467 million yuan, 464 million yuan, 393 million yuan and 364 million yuan respectively.
on January 14, the net inflow of main funds in Shanghai and Shenzhen was 24.479 billion yuan, and the positions of medicine, biology, electronics and chemical industry were increased
Statistics show that on January 14, the net inflow of main funds in Shanghai and Shenzhen was 24.479 billion yuan. From the industry level, the net purchase amount of main funds for medicine, biology, electronics and chemical industry ranked first, with 18.227 billion yuan, 3.759 billion yuan and 3.314 billion yuan respectively. Non bank finance, banking and mining were among the top in terms of net sales of main funds, with 3.327 billion yuan, 2.75 billion yuan and 1.676 billion yuan respectively.
northbound funds:
differences continue within northbound funds! Aier Eye Hospital Group Co.Ltd(300015) has been sold for four consecutive days with a cumulative amount of more than 2 billion yuan
According to intelligent monitoring, northbound funds bought a net 282 million yuan today. Yuesheng financial management said that northbound funds did not have an obvious tendency to go long and short. The transaction was 120 billion yuan throughout the day, and the inflow and outflow were not obvious, indicating that there were large internal differences, and even funds for position adjustment, stock exchange or price difference. The total net inflow of northbound funds this week was 7.4 billion yuan, of which three days recorded net inflow on Monday, Wednesday and Friday, while Tuesday and Thursday showed a net outflow trend. The five days can be said to be a mixed state, which is relatively repeated.
28 shares are favored, and the increased capital holdings of northbound exceed 100 million yuan
Statistics show that on January 13, the shareholding of 612 shares 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, 28 had an increased market value of more than 100 million yuan, the largest was Nari Technology Co.Ltd(600406) , the latest shareholding was 754 million shares, an increase of 2.01% month on month, and the increased market value was 586 million yuan, followed by Wuxi Apptec Co.Ltd(603259) Yunnan Energy New Material Co.Ltd(002812) , the market value of increased holdings was 376 million yuan and 372 million yuan respectively.
ranking list of positions increased by land stock connect (attached shares)
Statistics show that as of January 13, 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 103.931 billion shares, an increase of 66.6438 million shares compared with the previous trading day. From the perspective of increasing positions, there are 27 with a month on month increase of more than 20%.
15 shares were increased by land stock connect by more than 30% Ningxia Zhongyin Cashmere Co.Ltd(000982) with the largest increase
Statistics show that as of January 13, a total of 612 stocks were increased by land stock connect. Among them, there were 15 with a month on month increase of more than 30%, and Ningxia Zhongyin Cashmere Co.Ltd(000982) had the largest month on month increase. Land stock connect recently held 51.5319 million shares, with a month on month increase of 77.44% over the previous trading day; There are also China Harzone Industry Corp.Ltd(300527) , Focused Photonics (Hangzhou) Inc(300203) , Jiangzhong Pharmaceutical Co.Ltd(600750) , Konfoong Materials International Co.Ltd(300666) , Jiangling Motors Corporation Ltd(000550) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 205 million rush to raise Aba Chemicals Corporation(300261) foreign capital net buys 2 shares and institutions net buys 16 shares
On January 14, Aba Chemicals Corporation(300261) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 205 million yuan in the three days. Data show that the stock rose by 20cm within the day, up 40.53% in the past three days. Societe Generale Shaanxi Branch, the top net inflow of funds, bought 163 million yuan on the third day. A total of 31 stocks were involved in the institutional participation list, of which 16 were net bought by the institution, Bethel Automotive Safety Systems Co.Ltd(603596) was the most bought, with a net purchase of RMB 115 million in three days. In addition, 15 shares were net sold by institutions, Zhejiang Jianfeng Group Co.Ltd(600668) was the most sold, with a net sales of 206 million yuan in the three days.
block transaction:
on January 14, 227 block transactions occurred in 86 stocks in Shanghai and Shenzhen, with a total turnover of 2.77 billion yuan
On January 14, 227 block transactions occurred in 86 stocks in Shanghai and Shenzhen, with a total turnover of 2.77 billion yuan. Among them, there were 90 block transactions in 39 stocks in Shanghai stock market, with a total turnover of 846 million yuan; There were 137 block transactions in 47 stocks in Shenzhen, with a total turnover of 1.924 billion yuan. The stock index closed at 3521.26 points, down 0.96%, with a turnover of 463.198 billion yuan.
Guilin Seamild Foods Co.Ltd(002956) : non controlling shareholders holding more than 5% plan to reduce their holdings of no more than 13436400 shares of the company
Guilin Seamild Foods Co.Ltd(002956) at noon on January 14, it was announced that black river food 2 PTE, the non controlling shareholder of 21381068 shares of the company (accounting for 9.55% of the total share capital of the company). LTD。 It is planned to reduce no more than 13436425 shares of the company through centralized bidding trading and block trading in the stock exchange within 6 months after 15 trading days from the date of disclosure of this announcement, that is, no more than 6% of the total shares of the company.
Shanxi Zhendong Pharmaceutical Co.Ltd(300158) : the controlling shareholder Zhendong group reduced 9.71 million shares in the beginning of the year
Shanxi Zhendong Pharmaceutical Co.Ltd(300158) announced yesterday that recently, the company received the notification letter on the implementation progress of the share reduction plan issued by the controlling shareholder Shanxi Zhendong Health Industry Group Co., Ltd. (hereinafter referred to as “Zhendong group”). Zhendong group reduced 9.71 million shares of the company through block trading from January 4, 2022 to January 12, 2022, accounting for 0.9450% of the total share capital of the company.
Jc Finance & Tax Interconnect Holdings Ltd(002530) : Xu Zhengjun reduced about 12.424 million shares of the company through block trading on January 13
Jc Finance & Tax Interconnect Holdings Ltd(002530) announced at noon on January 14 that Jc Finance & Tax Interconnect Holdings Ltd(002530) recently received the notification letter on reducing Jc Finance & Tax Interconnect Holdings Ltd(002530) shares through block trading issued by Xu Zhengjun, a shareholder holding more than 5%, and learned that it reduced about 12.424 million shares of the company through block trading on January 13, 2022, accounting for 1.59% of the total share capital of the company.
two financial data:
the balance of two cities and two financial institutions decreased by 2.368 billion yuan
As of January 13, the balance of two financial institutions in Shanghai and Shenzhen was 1814.775 billion yuan, a decrease of 2.368 billion yuan compared with the previous trading day. Among them, the financing balance was 1705.246 billion yuan, a decrease of 546 million yuan compared with the previous trading day; The balance of securities lending was 109.529 billion yuan, a decrease of 1.822 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 13, a total of 1864 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 1.492 billion yuan; The purchase amount of Contemporary Amperex Technology Co.Limited(300750) is 1.449 billion yuan; The purchase amount of China stock market news was 677 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 10 shares financed exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) and the net purchase was the most
Statistics show that on January 13, a total of 1021 stocks were net purchased by financing, and 227 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan. The net purchase amount of Contemporary Amperex Technology Co.Limited(300750) financing ranked first, with a net purchase of RMB 686 million on the same day; The net purchase amount financed by Kweichow Moutai Co.Ltd(600519) , Sanan Optoelectronics Co.Ltd(600703) , Naura Technology Group Co.Ltd(002371) exceeded 200 million yuan. Among the top net financing purchases are Wuliangye Yibin Co.Ltd(000858) , China stock market news, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) .
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 13, the financing balance of Shanghai and Shenzhen was 1705.246 billion yuan, accounting for 2.34% of the circulating market value of a shares. Among the two financial target stocks, there were 62 stocks, with financing balance accounting for more than 10% of the circulating market value, 762 stocks with financing balance accounting for 5% ~ 10%, 1249 stocks with financing balance accounting for 1% ~ 5% and 174 stocks with financing balance accounting for no more than 1%.
the financing balance of 11 Sci-tech Innovation Board shares such as an Xu biology increased by more than 10%
Statistics show that the financing balance of 190 individual stocks on the science and Innovation Board increased month on month on January 13. Among them, the financing balance of 11 shares increased by more than 10%. The largest increase in financing balance was anxiu biology, with the latest financing balance of 141.1448 million yuan, a month on month increase of 58.19%; Tianyue advanced, Juguang technology, Hangzhou Biotest Biotech Co.Ltd(688767) , Jinguan Electric Co.Ltd(688517) , Chengdu Easton Bio Pharmaceuticals Co.Ltd(688513) and other stocks also increased significantly in financing balance.
fund data:
in the first two weeks, the public offering income ranked the top of the rotation. The top stream encountered a chain hammer, and the financial real estate hybrid Fund temporarily ranked first
In the first week of 2022, the issuance of 31 new funds was cold, and most of them raised only 1 billion yuan. This is in sharp contrast to the grand occasion of the birth of eight “sunshine funds” and the establishment of five funds with a scale of more than 10 billion yuan in the first week of 2021.
A total of 13 new shares were issued in year, raising a total of 24.075 billion yuan
Statistics show that, based on the issuance date, as of January 14, a total of 13 companies have raised funds this year, with a cumulative amount of 24.075 billion yuan, and a single company raised an average of 1.852 billion yuan. In terms of districts, there are 8 companies with a fund-raising amount of more than 1 billion yuan, 4 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.