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 668 shares for 5 consecutive days
Statistics show that as of the closing on January 19, 668 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, Hna Infrastructure Investment Group Co.Ltd(600515) and other major funds have been net outflow for 21 consecutive days, ranking first; Glarun Technology Co.Ltd(600562) 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 6.538 billion yuan for 18 consecutive days, Jiangsu Hengrui Medicine Co.Ltd(600276) followed by a cumulative net outflow of 2.763 billion yuan for 8 days.
main funds withdraw from pharmaceutical, biological, electronic and other industries and rush to raise funds in the North China Merchants Bank Co.Ltd(600036) , Eve Energy Co.Ltd(300014) and
In terms of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 7 industry sectors have net capital inflow and 21 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 6.689 billion; The leading net outflow of main funds in the industry sector are electronics, electrical equipment, chemical industry, non-ferrous metals and automobiles.
on January 19, the net inflow of main funds in Shanghai and Shenzhen stock markets was 1.126 billion yuan
Statistics show that on January 19, the net inflow of main funds in Shanghai and Shenzhen was 1.126 billion yuan. From the industry level, the net purchase amount of main funds for media, computers and building materials ranked first, with 4.118 billion yuan, 3.141 billion yuan and 2.186 billion yuan respectively. The net sales of non-ferrous metals, medicine, biology and electronics by the main funds ranked first, with 3.202 billion yuan, 2.508 billion yuan and 2.244 billion yuan respectively.
northbound funds:
net buying for 4 consecutive days! Northbound funds continued to liquidate 3.8 billion yuan today, but the 100 billion giant stock was reduced
Northbound funds have maintained net buying for four consecutive days. At present, the high boom track of A-Shares and the large consumption sector have been adjusted, which are the large sectors favored by northbound funds in the early stage. In terms of the top ten active stocks, China Merchants Bank Co.Ltd(600036) , Eve Energy Co.Ltd(300014) , Nari Technology Co.Ltd(600406) received net purchases of 798 million yuan, 554 million yuan and 444 million yuan respectively. The 100 billion giant Wuxi Apptec Co.Ltd(603259) ranks first in net sales, with an amount of 579 million yuan.
40 shares such as Kweichow Moutai Co.Ltd(600519) , Inspur Electronic Information Industry Co.Ltd(000977) were increased by more than 100 million yuan
Statistics show that on January 18, a total of 667 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, 40 have an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.547 billion shares, an increase of 0.82% month on month, and the increased market value is 613 million yuan; The market value of increased holdings is large, and there are Kweichow Moutai Co.Ltd(600519) , Inspur Electronic Information Industry Co.Ltd(000977) , Cosco Shipping Holdings Co.Ltd(601919) and other stocks.
list of shares held by northbound funds
Statistics show that as of January 18, 2318 shares were held by northbound funds, with a total holding of 103.781 billion shares, with a total holding market value of 2.66 trillion yuan. Compared with the previous trading day, the holding market value increased by 19.746 billion yuan. By industry, the top five industries with the largest shareholding market value are power equipment, food and beverage, medicine and biology, banking and electronics, with shareholding market values of 410.604 billion yuan, 363.019 billion yuan, 241.030 billion yuan, 2004.38 billion yuan and 177.208 billion yuan respectively. In terms of individual stocks, there are 47 northbound capital holdings accounting for more than 10% of the total share capital.
18 shares including Zhejiang Orient Gene Biotech Co.Ltd(688298) were increased by more than 30%
Statistics show that as of January 18, a total of 667 stocks were increased by land stock connect. Among them, there were 18 with a month on month increase of more than 30%. Chunli medical has the largest month on month increase. Land stock connect recently held 34100 shares, with a month on month increase of 484.32% compared with the previous trading day; There are also Zhejiang Orient Gene Biotech Co.Ltd(688298) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Dongguan Aohai Technology Co.Ltd(002993) , Jianxi Lianchuang Opto-Electronic Science&Technology Co.Ltd(600363) , Shenzhen Bioeasy Biotechnology Co.Ltd(300942) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 252 million rush to raise Hubei Radio & Television Information Network Co.Ltd(000665) foreign capital net buys 4 shares and institutions net buy 10 shares
On January 19, Hubei Radio & Television Information Network Co.Ltd(000665) , with a net inflow of 252 million yuan, was the largest among the dragon and tiger stocks on the list. The data show that the stock closed within the daily limit, with a turnover rate of 25.87% and a turnover of 2.775 billion yuan. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 109 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) was the most bought, with a total of 128 million yuan. In addition, 14 shares were sold by institutions, and Yongxing Special Materials Technology Co.Ltd(002756) was sold the most, amounting to 111 million yuan.
block transaction:
on January 19, 122 block transactions occurred in 72 stocks in Shanghai and Shenzhen, with a total turnover of 1.698 billion yuan
On January 19, 122 block transactions occurred in 72 stocks in Shanghai and Shenzhen, with a total turnover of 1.698 billion yuan. Among them, there were 66 block transactions in 31 stocks in Shanghai Stock Exchange, with a total turnover of 838 million yuan; There were 53 block transactions in 38 stocks in Shenzhen, with a total turnover of 851 million yuan. The stock index closed at 3558.18 points, down 0.33%, with a turnover of 420.763 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, with a net purchase of more than 50 million
Statistics show that on January 19, the sales department bought a net 545 million yuan of funds, including 23 stocks bought and 21 stocks sold. The net purchases of many stocks were Hubei Radio & Television Information Network Co.Ltd(000665) , Sichuan Xun You Network Technology Co.Ltd(300467) , Maanshan Iron & Steel Company Limited(600808) etc., and the net purchases accounted for 9.10%, 11.57% and 7.50% of the turnover on that day. In addition, the top stocks sold by the business department were Changchun High And New Technology Industries (Group) Inc(000661) , Shenzhen Tianyuan Dic Information Technology Co.Ltd(300047) , San Yang Ma (Chongqing) Logistics Co.Ltd(001317) respectively, and the net sales accounted for 3.62%, 2.91% and 8.82% of the turnover on that day.
19 shares were increased by executives Aier Eye Hospital Group Co.Ltd(300015) with the maximum amount of increase
Statistics show that in the past 10 trading days (from January 5 to January 18), a total of 19 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Aier Eye Hospital Group Co.Ltd(300015) , with a cumulative increase of 1079100 shares, with a total increase amount of 39.7492 million yuan; The second is Guangdong Topstar Technology Co.Ltd(300607) , with an increase of 1329000 shares and an increase of RMB 21.8688 million.
two financial data:
the balance of two cities and two financial institutions decreased by 3.103 billion yuan
As of January 18, the balance of two financial institutions in Shanghai and Shenzhen was 1812.231 billion yuan, a decrease of 3.103 billion yuan compared with the previous trading day. Among them, the financing balance was 1702.018 billion yuan, a decrease of 3.316 billion yuan compared with the previous trading day; The balance of securities lending was 110.213 billion yuan, an increase of 213 million yuan over the previous trading day.
financiers are optimistic about the purchase of 6 shares, accounting for more than 30% of the transaction
Statistics show that on January 18, 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 720 million yuan; Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) the purchase amount is 677 million yuan; The purchase amount of Beijing Jetsen Technology Co.Ltd(300182) is 588 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of six individual shares accounts for more than 30% of the transaction amount.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 18, the financing balance of Shanghai and Shenzhen was 1702.018 billion yuan, accounting for 2.32% of the circulating market value of a shares. Among the two financial target stocks, there are 61 stocks with financing balance accounting for more than 10% of the circulating market value, 759 stocks with financing balance accounting for 5% ~ 10%, 1249 stocks with financing balance accounting for 1% ~ 5% and 183 stocks with financing balance accounting for no more than 1%.
10 shares are favored by financing customers, with a net purchase of more than 100 million yuan
Statistics show that specific to individual stocks, a total of 1148 stocks were net purchased by financing on January 18, 237 of which had a net purchase amount of more than 10 million yuan, of which 10 had a net purchase amount of more than 100 million yuan. The net purchase amount of Contemporary Amperex Technology Co.Limited(300750) financing ranked first, with a net purchase amount of 477 million yuan on the same day, followed by Shanghai Electric Power Co.Ltd(600021) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , with a net purchase amount of 188 million yuan and 187 million yuan respectively. The top net purchase amount of financing was Shanghai Jahwa United Co.Ltd(600315) , Sichuan Hebang Biotechnology Co.Ltd(603077) , Navinfo Co.Ltd(002405) .
The financing balance of 20 Kechuang board shares such as Zwsoft Co.Ltd(Guangzhou)(688083) increased by more than 10%
Statistics show that on January 18, the financing balance of 206 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 20 shares increased by more than 10%. The largest increase in financing balance was Zwsoft Co.Ltd(Guangzhou)(688083) , with the latest financing balance of 124.6071 million yuan, a month on month increase of 82.16%; Other stocks with large increase in financing balance include chuangyao technology, Kingsemi Co.Ltd(688037) , Shenzhen Lifotronic Technology Co.Ltd(688389) , Careray Digital Medical Technology Co.Ltd(688607) , Beijing Tianyishangjia New Material Corp.Ltd(688033) .
fund data:
the tide of fund self purchase is surging! The participation of star fund managers not only conveys confidence, but also releases this key signal
At the beginning of 2022, the market shock intensified and the issuance of new funds was cold. Head companies such as Nanfang fund and Boshi fund bought by themselves, and popular fund managers such as Li Xiaoxing, Lu Bin and Du Meng also "paid out of their own pocket". Analysts believe that self purchase shows investment confidence and sends a signal to the market that it is optimistic about the future market and the profitability of its own products.
IPO data:
A total of 21 new shares were issued during the year, raising a total of 43.453 billion yuan
Statistics show that, based on the issuance date, as of January 19, a total of 21 companies have raised funds this year, with a cumulative fund-raising amount of 43.453 billion yuan, and a single company raised an average of 2.069 billion yuan. In terms of districts, there are 13 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, 7 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.
