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:
strong stocks tracked the net inflow of main funds into 40 stocks for 5 consecutive days
Statistics show that as of the closing on January 17, a total of 40 stocks in Shanghai and Shenzhen had a net inflow of main funds for 5 or more consecutive days. Huitong group ranked first in terms of net inflow of main funds for 11 consecutive days; Hang Zhou Yitong New Materials Co.Ltd(300930) and other major capital net inflows for 9 consecutive days, ranking second. In terms of the total net inflow of main funds, Shenzhen Dynanonic Co.Ltd(300769) has the largest net inflow of main funds, with a cumulative net inflow of 724 million yuan for 8 consecutive days, Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) followed by a cumulative net inflow of 630 million yuan for 5 days.
the main capital is added to the warehouse, and the computer, electronics and other industries rush to raise funds in the North China Merchants Bank Co.Ltd(600036) , Yunnan Energy New Material Co.Ltd(002812) and so on
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 9 industry sectors with net capital inflows today, among which the computer industry sector has the largest net capital inflows, with a net inflow amount of 7.291 billion yuan; The leading net capital inflow of the industry sector is also electronics, communications and media, with a net inflow of 2.133 billion yuan, 1.44 billion yuan and 1.055 billion yuan respectively. The main funds of 19 industry sectors showed a net outflow, of which the main funds of the pharmaceutical and biological industry sector had the largest net outflow.
on January 17, the net inflow of main funds in Shanghai and Shenzhen stock markets was 36.713 billion yuan, and the positions of computers, media and electronics were increased
Statistics show that on January 17, the net inflow of main funds in Shanghai and Shenzhen was 36.713 billion yuan. From the industry level, computers, media and electronics ranked first in the net purchase amount of main funds, with 13.978 billion yuan, 4.662 billion yuan and 3.739 billion yuan respectively. Non ferrous metals, banking and transportation were among the top net sales of main funds, with 661 million yuan, 599 million yuan and 347 million yuan respectively.
northbound funds:
northbound funds bought a net 1.707 billion yuan and sold China Tourism Group Duty Free Corporation Limited(601888) 762 million yuan
On January 17, northbound funds bought a net 1.707 billion yuan, including 323 million yuan for Shanghai Stock connect and 1.383 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) were among the top three, with net purchases of 560 million yuan, 452 million yuan and 422 million yuan respectively. The net sales of China Tourism Group Duty Free Corporation Limited(601888) , Contemporary Amperex Technology Co.Limited(300750) , Naura Technology Group Co.Ltd(002371) ranked among the top three, with net sales of 762 million yuan, 751 million yuan and 365 million yuan respectively.
34 shares such as Gotion High-Tech Co.Ltd(002074) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) were increased by more than 100 million yuan
Statistics show that on January 14, a total of 766 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, 34 have an increased market value of more than 100 million yuan, the largest is Gotion High-Tech Co.Ltd(002074) , the latest holding is 72.7096 million shares, an increase of 13.64% month on month, and the increased market value is 398 million yuan; The market value of increased holdings is large, and there are Shenzhen Dynanonic Co.Ltd(300769) , Ningbo Ronbay New Energy Technology Co.Ltd(688005) , Yunnan Energy New Material Co.Ltd(002812) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Zhejiang Huayou Cobalt Co.Ltd(603799) and other stocks.
list of northbound capital reduction: 28 shares with a market value of more than 100 million yuan
On January 14, the purchase of funds from the North was 59.051 billion yuan and the sale was 58.769 billion yuan, with a total net purchase of 282 million yuan, of which the net purchase of Shenzhen Stock connect was 1.035 billion yuan and the net sale of Shanghai Stock connect was 754 million yuan.
Statistics show that on January 14, the shareholding of 789 shares decreased month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 322 shares with a reduced market value of more than 10 million yuan and 28 shares with a reduced market value of more than 100 million yuan.
29 shares increased their positions by more than 30% Olympic Circuit Technology Co.Ltd(603920) with the largest increase
Statistics show that as of January 14, a total of 766 stocks have been increased by land stock connect. Among them, there were 29 with a month on month increase of more than 30%, and the largest month on month increase was Olympic Circuit Technology Co.Ltd(603920) . Land stock connect recently held 2336600 shares, with a month on month increase of 102.42% over the previous trading day; There are also Hebei Changshan Biochemical Pharmaceutical Co.Ltd(300255) , Focus Lightings Tech Co.Ltd(300708) , Leyard Optoelectronic Co.Ltd(300296) , Contec Medical Systems Co.Ltd(300869) , Sirio Pharma Co.Ltd(300791) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 254 million rush to raise Beijing Jetsen Technology Co.Ltd(300182) foreign capital net buys 8 shares and institutions net buys 16 shares
On January 17, Beijing Jetsen Technology Co.Ltd(300182) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 254 million yuan in the three days. The data showed that the stock had a large daily limit of 20cm, up 46.01% in the past three days. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 196 million yuan on the third day. A total of 34 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Kidswant Children Products Co.Ltd(301078) was the most bought, amounting to 127 million yuan. In addition, 18 shares were sold by institutions, and Ningbo Jifeng Auto Parts Co.Ltd(603997) was sold the most, amounting to 147 million yuan.
block transaction:
on January 17, 144 block transactions occurred in 93 stocks in Shanghai and Shenzhen, with a total turnover of 2.683 billion yuan
On January 17, 144 block transactions occurred in 93 stocks in Shanghai and Shenzhen, with a total turnover of 2.683 billion yuan. Among them, there were 53 block transactions in 41 stocks in Shanghai stock market, with a total turnover of 897 million yuan; There were 89 block transactions in 51 stocks in Shenzhen, with a total turnover of 1.78 billion yuan. The Shanghai index closed at 3541.67 points, up 0.58%, with a turnover of 438.273 billion yuan.
hot money information:
the business department's favorite stocks were exposed, and the net purchase of 4 stocks exceeded 100 million yuan
Statistics show that on January 17, the business department net bought 412 million yuan of funds in the dragon and tiger list, of which 25 stocks were net bought and 23 stocks were net sold. The net purchases of many stocks were Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Zhejiang Nhu Company Ltd(002001) and so on. The net purchase amount accounted for 18.40%, 7.27% and 6.11% 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) , Yong'an futures, Changzhou Qianhong Biopharma Co.Ltd(002550) , etc., and the net sales accounted for 6.54%, 7.28% and 6.13% of the turnover on that day.
6 shares were greatly increased by important shareholders (attached shares)
In the past five trading days (from January 10 to January 14), a total of 18 company shares were increased by important shareholders, with a cumulative increase of 61.8513 million shares and a total increase of 1.227 billion yuan. In the same period, a total of 115 important shareholders of the company were involved in the reduction, with a total reduction of 10.323 billion yuan. In terms of the increase amount, there are 6 companies with an increase amount of more than 50 million yuan in the past five days.
two financial data:
the balance of two cities and two financial institutions decreased by 4.801 billion yuan
As of January 14, the balance of two financial institutions in Shanghai and Shenzhen was 1809.974 billion yuan, a decrease of 4.801 billion yuan compared with the previous trading day. Among them, the financing balance was 170.926 billion yuan, a decrease of 4.32 billion yuan compared with the previous trading day; The balance of securities lending was 109.048 billion yuan, down 481 million yuan from the previous trading day.
financiers are optimistic about the purchase of 7 shares, accounting for more than 30% of the transaction
Statistics show that on January 14, a total of 1862 stocks were purchased with financing funds, of which China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was the highest, with a purchase amount of 788 million yuan; Contemporary Amperex Technology Co.Limited(300750) the purchase amount is 649 million yuan; Citic Securities Company Limited(600030) the purchase amount is 566 million yuan. In terms of the proportion of financing purchase amount in the turnover of individual shares on the same day, the purchase amount of 7 individual shares accounts for more than 30% of the turnover.
the financing balance of 10 Kechuang board shares such as Hemai shares increased by more than 20%
Statistics show that on January 14, the financing balance of 144 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 10 shares increased by more than 20%. The largest increase in financing balance was Hemai Co., Ltd., with the latest financing balance of 172928100 yuan, a month on month increase of 40.74%; Other stocks with large increase in financing balance include Chemclin Diagnostics Co.Ltd(688468) , Frontier Biotechnologies Inc(688221) , Dizhe medicine, Hangzhou Kelin Electric Co.Ltd(688611) , Beijing Hotgen Biotech Co.Ltd(688068) .
The net purchase of 11 shares financed exceeded 100 million yuan Neusoft Corporation(600718) and the net purchase was the most
Statistics show that on January 14, a total of 890 stocks were net purchased by financing, and 217 stocks with a net purchase amount of more than 10 million yuan. Among them, 11 financing net purchases exceeded 100 million yuan. The net purchase amount of Neusoft Corporation(600718) financing ranked first, with a net purchase of 239 million yuan on the same day; Among the top net financing purchases are Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Ping An Insurance (Group) Company Of China Ltd(601318) , Contemporary Amperex Technology Co.Limited(300750) , Ping An Bank Co.Ltd(000001) , Aojie technology, Naura Technology Group Co.Ltd(002371) , Beijing Hotgen Biotech Co.Ltd(688068) , China State Construction Engineering Corporation Limited(601668) .
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 14, the financing balance of Shanghai and Shenzhen was 170.926 billion yuan, accounting for 2.35% of the circulating market value of a shares. Among the two financial target stocks, there are 65 stocks with financing balance accounting for more than 10% of the circulating market value, 750 stocks with financing balance accounting for 5% ~ 10%, 1255 stocks with financing balance accounting for 1% ~ 5% and 178 stocks with financing balance accounting for no more than 1%.
fund data:
approved in 4 days at the fastest! New fund approval accelerated
Among the recently approved new funds, the fastest product approval time is only 4 days. The China Merchants core competitiveness mixed fund was accepted on November 16, 2021 and approved on November 19. The number of days from acceptance to approval for issuance is only 4 days. In addition, specialized special new theme funds, new energy theme ETF sponsored feeder funds and other equity funds are also reviewed within 8 days.
in response to the downturn in the market, more than 200 funds announced preferential rates
Since this year, more than 200 funds have issued preferential rate announcements, and the subscription rate is as low as 0.1%. Data show that on January 14, a total of 14 funds issued announcements to participate in rate preferential activities. The previous day, the number of funds announcing rate preferential activities even exceeded 40. Industry insiders believe that taking rate preferential measures is also one of the ways to deal with the current downturn in the fund market.
