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 610 shares for 5 consecutive days
Statistics show that as of the closing on January 18, a total of 610 stocks in Shanghai and Shenzhen had a net outflow of main funds for 5 consecutive days or more. In terms of the duration of net outflow, Xinjiang Hongtong Natural Gas Co.Ltd(605169) ranked first in terms of net outflow of main funds for 22 consecutive days; Hna Infrastructure Investment Group Co.Ltd(600515) and other major capital net outflow for 20 consecutive days, ranking 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 6.073 billion yuan for 17 consecutive days, Jiangsu Hengrui Medicine Co.Ltd(600276) followed by a cumulative net outflow of 2.541 billion yuan for 7 days.
the main funds sold off pharmaceutical stocks, and the northward funds had a net inflow of for three consecutive days
In terms of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 9 industry sectors have net capital inflow and 19 industry sectors have net capital outflow. Among them, the pharmaceutical and biological industry sector has the largest net capital outflow, with a net outflow of RMB 14.14 billion; The leading net outflow of main funds in the industry sector are computers, media, chemical industry, mechanical equipment and electronics.
on January 18, the net inflow of main funds in Shanghai and Shenzhen stock markets was 21.166 billion yuan, including computers, architectural decoration and banks
Statistics show that on January 18, the net inflow of main funds in Shanghai and Shenzhen stock markets was 21.166 billion yuan. From the industry level, the net purchase amount of main funds obtained by computers, architectural decoration and banks ranked first, with 8.704 billion yuan, 4.9 billion yuan and 3.282 billion yuan respectively. The net sales of medicine and biology, agriculture, forestry, animal husbandry and fishery, machinery and equipment by the main funds ranked first, with 5.751 billion yuan, 889 million yuan and 855 million yuan respectively.
northbound funds:
northbound funds bought a net 2.335 billion yuan today China Tourism Group Duty Free Corporation Limited(601888) and the net sales for two consecutive days ranked first
On January 18, northbound funds bought a net 2.335 billion yuan, including 4.295 billion yuan for Shanghai Stock connect and 1.96 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Kweichow Moutai Co.Ltd(600519) , Inspur Electronic Information Industry Co.Ltd(000977) purchases ranked among the top three, with net purchases of 613 million yuan, 611 million yuan and 357 million yuan respectively. The net sales of China Tourism Group Duty Free Corporation Limited(601888) , Wuliangye Yibin Co.Ltd(000858) and China stock market news ranked among the top three, with net sales of 365 million yuan, 226 million yuan and 154 million yuan respectively.
27 shares including China Merchants Bank Co.Ltd(600036) were increased by more than 100 million yuan
Statistics show that on January 17, a total of 827 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, 27 have an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.534 billion shares, an increase of 0.76% month on month, and the increased market value is 562 million yuan; The market value of increased holdings is large, and there are Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) , Topchoice Medical Co.Inc(600763) and other stocks.
the proportion of 72 stocks holding circulating funds exceeds 10%
Statistics show that as of January 17, 2318 shares were held by northbound funds, with a total shareholding of 103.544 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 72 held more than 10% of the circulating shares.
30 shares including Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) were increased by more than 30%
Statistics show that as of January 17, a total of 827 stocks have been increased by land stock connect. Among them, there were 30 companies whose holdings increased by more than 30% month on month, and Kangmei Pharmaceutical Co.Ltd(600518) was the largest month on month increase. Land stock connect recently held 20.716 million shares, with a month on month increase of 1259.35% over the previous trading day; There are also Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) , Beijing Hezong Science&Technology Co.Ltd(300477) , Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) , Broadex Technologies Co.Ltd(300548) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) and other stocks with large month on month growth.
ranking list of positions increased by land stock connect (with shares)
Statistics show that as of January 17, 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 103.545 billion shares, an increase of 61.5288 million shares compared with the previous trading day. From the perspective of increasing positions, there are 30 with a month on month increase of more than 50%.
dragon and tiger list:
dragon and tiger list: 277 million rush to raise Shandong Buchang Pharmaceuticals Co.Ltd(603858) foreign capital net buys 3 shares and institutions net buys 17 shares
On January 18, Shandong Buchang Pharmaceuticals Co.Ltd(603858) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 277 million yuan in the three days. Data show that the stock rose 3.91% during the day and 22.15% in the past three days. The net inflow of funds into the top seats of Shanghai Stock connect was 819.265 billion yuan on the third day. A total of 35 stocks were involved in the institutional participation list, of which 17 were net bought by the institution, Shandong Buchang Pharmaceuticals Co.Ltd(603858) was the most bought, with a net purchase of 223 million yuan in three days. In addition, 18 shares were sold by institutions, and Andon Health Co.Ltd(002432) was sold the most, amounting to 86.193 million yuan.
block transaction:
on January 18, 142 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.732 billion yuan
On January 18, 142 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.732 billion yuan. Among them, there were 84 block transactions in 36 stocks in Shanghai Stock Exchange, with a total turnover of 1.621 billion yuan; There were 57 block transactions in 38 stocks in Shenzhen, with a total turnover of 1.107 billion yuan. The Shanghai index closed at 3569.91 points, up 0.80%, with a turnover of 470.832 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of 2 stocks exceeded 100 million yuan
Statistics show that on January 18, the sales department sold 101 million yuan of funds, including 26 stocks bought and 24 stocks sold. The net purchases of many stocks were Chengdu B-Ray Media Co.Ltd(600880) , Beijing Science Sun Pharmaceutical Co.Ltd(300485) , bidding shares, etc., and the net purchase amount accounted for 7.82%, 8.78% and 34.73% of the turnover on that day.
In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Vcanbio Cell & Gene Engineering Corp.Ltd(600645) , Zhewen Interactive Group Co.Ltd(600986) respectively, and the net sales accounted for 9.26%, 12.27% and 1.91% of the turnover on that day.
the second largest overseas Chinese stock base greatly increased its holdings of Contemporary Amperex Technology Co.Limited(300750)
On January 18, the reporter inquired about Morningstar data and found that Morgan fund, the second largest overseas Chinese Equity Fund - China A-share opportunity a (cumulative) - RMB increased its holdings of Contemporary Amperex Technology Co.Limited(300750) in December 2021. As of December 31, 2021, the fund increased its holdings by 60.86%, with a total market value of Contemporary Amperex Technology Co.Limited(300750) of 2.657 billion yuan. Over the same period, the fund also significantly increased its holdings of Ping An Insurance (Group) Company Of China Ltd(601318) , with an increase of 42.84%. In addition, Morgan fund increased its holdings of Tongwei Co.Ltd(600438) and Wanhua Chemical Group Co.Ltd(600309) by 11.89% and 4.67% respectively; A slight reduction of Longi Green Energy Technology Co.Ltd(601012) , with a reduction range of 5.94%.
two financial data:
the balance of two cities and two financial institutions increased by 5.36 billion yuan
As of January 17, the balance of two financial institutions in Shanghai and Shenzhen was 1815.333 billion yuan, an increase of 5.36 billion yuan over the previous trading day. Among them, the financing balance was 1705.334 billion yuan, an increase of 4.408 billion yuan over the previous trading day; The balance of securities lending was 109.999 billion yuan, an increase of 952 million yuan over the previous trading day.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on January 17, a total of 1865 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) were the top stocks, with a purchase amount of 1.106 billion yuan; Byd Company Limited(002594) the purchase amount is 640 million yuan; Kweichow Moutai Co.Ltd(600519) the purchase amount is 637 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 net purchase of 17 shares financed exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) and the net purchase was the most
Statistics show that on January 17, a total of 1130 stocks were net purchased by financing, and 317 stocks with a net purchase amount of more than 10 million yuan. Among them, 17 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 455 million yuan on the same day; Among the top net financing purchases are China Tourism Group Duty Free Corporation Limited(601888) , Phichem Corporation(300398) , Kweichow Moutai Co.Ltd(600519) , Sunwoda Electronic Co.Ltd(300207) , Eve Energy Co.Ltd(300014) , Guangzhou Wondfo Biotech Co.Ltd(300482) , Hybio Pharmaceutical Co.Ltd(300199) , Muyuan Foods Co.Ltd(002714) .
The financing balance of 21 Sci-tech Innovation Board shares such as Suzhou Sonavox Electronics Co.Ltd(688533) increased by more than 10%
Statistics show that on January 17, there were 192 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 21 shares increased by more than 10%. The largest increase in financing balance was Suzhou Sonavox Electronics Co.Ltd(688533) , with the latest financing balance of 56.6173 million yuan, a month on month increase of 59.73%; Other stocks with large increase in financing balance include Beijing Infosec Technologies Co.Ltd(688201) , Nanjing Vazyme Biotech Co.Ltd(688105) , Frontier Biotechnologies Inc(688221) , Shanghai Zj Bio-Tech Co.Ltd(688317) , Brightgene Bio-Medical Technology Co.Ltd(688166) .
fund data:
the first batch of equity funds released the fourth quarter report, and the uncertainty of market style has gradually become a consensus this year
As of January 17, 2022, 20 public funds have officially disclosed the quarterly report, including 4 equity products under SDIC UBS fund and 1 equity product under Anxin fund, which is also the first periodic report of equity funds in this period.
untimely? Several funds have been established for less than one year, and their net value has fallen below 0.8 yuan. Some companies have quickly dispatched additional fund managers
As of January 14, not only China Merchants Xinghe preferred, but also the net value of many funds established since 2021 has fallen below 0.8 yuan, with a decline of more than 20%. Among these funds with a net value of less than 0.8 yuan, there are many funds with a scale of more than 5 billion yuan. For example, Qianhai open source high-quality enterprise managed by Qu Yang, a well-known fund manager, held a for six months. The scale at the end of the third quarter of 2021 was 7.136 billion yuan, the latest net value was 0.774 yuan, and the return since its establishment was - 22.53%; Another fund with a scale of 5.6 billion yuan has a net value growth rate of - 26.35% since its establishment, and the net value is only 0.737 yuan; The latest net value of a fund with a scale of 6.621 billion yuan is 0.78 yuan, and the return since its establishment is - 22%. In addition to the above funds, there are 51 funds whose net value has fallen by more than 10% since its establishment in 2021.
Since this year, 19 new shares have been issued, raising a total of 41.813 billion yuan
Statistics show that, based on the issuance date, as of January 18, 19 companies have raised funds this year, with a cumulative amount of 41.813 billion yuan, and a single company raised an average of 2.201 billion yuan. In terms of districts, there are 12 companies with a fund-raising amount of more than 1 billion yuan, including 1 company with a fund-raising amount of more than 10 billion yuan, 6 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.
