The market fluctuated this week, and the three indexes showed differentiation. The Shanghai index and Shenzhen composite index fell by 1.63% and 1.35% respectively, and the gem index rose by 0.73%.
According to choice data, the cumulative net inflow of funds from the north this week was 7.445 billion yuan, including a net inflow of 7.465 billion yuan from the Shanghai Stock connect and a net outflow of 20 million yuan from the Shenzhen Stock connect. This week, the number of shares held by northbound funds in 721 stocks increased, and positions in 918 stocks were reduced, of which the amount of position increase for Nari Technology Co.Ltd(600406) was the largest and the amount of position reduction for “yanmao” Aier Eye Hospital Group Co.Ltd(300015) was the largest.
increased shareholding of 61 shares by more than 10 million shares
Choice data show that the net inflow of northbound funds this week exceeded 7 billion yuan. Specifically, the net inflow of northward funds on January 10 was 4.758 billion yuan, the net outflow on January 11 was 4.026 billion yuan, the net inflow on January 12 was 7.018 billion yuan, the net outflow on January 13 was 585 million yuan, and the net inflow on January 14 was 282 million yuan.
As of January 14, the market value of northbound capital positions was 2.64 trillion yuan, a decrease of 40.5 billion yuan this week. This week, the number of shares held by northbound funds in 721 shares increased, and the number of shares held in 61 of them increased by more than 10 million shares. The largest increase in shareholding was Postal Savings Bank Of China Co.Ltd(601658) , an increase of 105 million shares, and the shareholding in China State Construction Engineering Corporation Limited(601668) and Bank Of Jiangsu Co.Ltd(600919) increased by 98.6594 million shares and 78.7671 million shares respectively.
Among the top ten stocks with increased holdings of northbound funds this week, there were 6 bank stocks. Northbound funds significantly increased their positions in the undervalued sector this week.
In terms of market performance, the increase of capital holdings in the north this week ranked among the top ten stocks, with more gains and less losses, Sichuan Hebang Biotechnology Co.Ltd(603077) rising the most, with a cumulative increase of 20%; China State Construction Engineering Corporation Limited(601668) fell the most, with a cumulative decline of 4.20%.
Top ten shares of capital holdings increased by north this week
Source: choice
In terms of changes in market value of positions, choice data show that the market value of positions of northbound funds in 25 stocks increased by more than 500 million yuan this week, and the increase in market value of positions in Contemporary Amperex Technology Co.Limited(300750) , Yunnan Energy New Material Co.Ltd(002812) , Nari Technology Co.Ltd(600406) ranked first. The market value of positions increased by 6.997 billion yuan, 4.247 billion yuan and 2.609 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound capital positions this week, except Contemporary Amperex Technology Co.Limited(300750) which was reduced by 828900 shares by northbound capital, other stocks were increased by northbound capital, of which the holdings of Nari Technology Co.Ltd(600406) , Wuxi Apptec Co.Ltd(603259) , Zijin Mining Group Company Limited(601899) increased by more than 10 million shares.
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions this week rose, Yunnan Energy New Material Co.Ltd(002812) rose the most, with a cumulative increase of 13.90%.
Top ten stocks of market value increase of North fund positions this week
Source: choice
warehouse increase Nari Technology Co.Ltd(600406) over RMB 1.5 billion
Calculated from the average transaction price and the number of overweight shares, Nari Technology Co.Ltd(600406) is the stock with the largest amount of capital increase in the north this week. The capital increase in the north this week was Nari Technology Co.Ltd(600406) 40549900 shares, with a total overweight amount of 1.583 billion yuan. From the detailed data, the average position increase of northbound funds in the last four trading days of this week was Nari Technology Co.Ltd(600406) , of which the amount of position increase on January 12 exceeded 600 million yuan.
Choice data show that Nari Technology Co.Ltd(600406) has increased by 4.03% this week. As of January 14, northbound capital held Nari Technology Co.Ltd(600406) 756 million shares, the share price of Nari Technology Co.Ltd(600406) was 38.24 yuan / share, and the total market value was 212.1 billion yuan.
Detailed data of northbound Capital Holdings Nari Technology Co.Ltd(600406)
Source: choice
61 stocks were reduced by more than 10 million shares
In the case that northbound funds increased their positions by more than 7 billion yuan this week, more than 900 stocks were reduced by northbound funds this week.
According to choice data, 918 stocks were reduced by northbound funds this week, of which 61 stocks were reduced by more than 10 million shares. The Inner Mongolia Baotou Steel Union Co.Ltd(600010) with the largest number of shares reduced was reduced by 108 million shares, Boe Technology Group Co.Ltd(000725) and Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) were reduced by 82.2086 million shares and 74.7618 million shares respectively.
In terms of market performance, the number of shares with reduced positions in the north this week ranked among the top ten, and all fell, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) fell the most, with a cumulative decline of 9.41%.
Top 10 shares of North fund position reduction this week
Source: choice
In terms of changes in the market value of positions, choice data show that the market value of positions of northbound funds in 36 stocks decreased by more than 500 million yuan this week, and the decrease in the market value of positions in Midea Group Co.Ltd(000333) , Kweichow Moutai Co.Ltd(600519) , Jiangsu Hengrui Medicine Co.Ltd(600276) ranked first, with a decrease of 8.157 billion yuan, 6.513 billion yuan and 4.202 billion yuan respectively.
Among the top ten stocks with reduced market value of positions this week, except that Kweichow Moutai Co.Ltd(600519) , Foshan Haitian Flavouring And Food Company Ltd(603288) , Haier Smart Home Co.Ltd(600690) were increased by northbound funds by 93800 shares, 1104900 shares and 1469400 shares respectively, other stocks were reduced by northbound funds, of which Midea Group Co.Ltd(000333) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Aier Eye Hospital Group Co.Ltd(300015) were reduced by more than 16 million shares.
In terms of market performance, the top ten stocks with the largest decrease in the market value of northbound capital positions this week fell, Aier Eye Hospital Group Co.Ltd(300015) fell the most, with a cumulative decrease of 8.47%.
Top ten stocks with reduced market value of northward capital positions this week
Source: choice
position reduction Aier Eye Hospital Group Co.Ltd(300015) exceeding 2.2 billion yuan
Calculated from the average transaction price and the number of shares reduced, the individual shares with the highest amount of capital reduction in the north this week were Aier Eye Hospital Group Co.Ltd(300015) , with a reduction of 60.8905 million shares and a reduction of 2.229 billion yuan. From the detailed data, the northward funds reduced their positions Aier Eye Hospital Group Co.Ltd(300015) for five consecutive trading days this week.
According to choice data, as of January 14, northbound funds held Aier Eye Hospital Group Co.Ltd(300015) 284 million shares, with a share price of 35.45 yuan / share and a total market value of 191.6 billion yuan.
Detailed data of northbound Capital Holdings Aier Eye Hospital Group Co.Ltd(300015)
Source: choice
Note: the shareholding ratio data in the table is the value published on the official website of the Hong Kong stock exchange. The specific calculation rules are: Shanghai Stock connect accounts for the proportion of circulating a shares, and Shenzhen Stock connect accounts for the proportion of all a shares.
