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 32 stocks for 5 consecutive days
Statistics show that as of the closing on January 20, a total of 32 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Huitong group ranked first in net capital inflow for 14 consecutive days; Anhui Jinhe Industrial Co.Ltd(002597) and other major capital net inflows for 7 consecutive days, ranking second. In terms of the total size of the net inflow of main funds, China Mobile has the largest net inflow of main funds, with a cumulative net inflow of 1.572 billion yuan for seven consecutive days, Midea Group Co.Ltd(000333) followed by a cumulative net inflow of 1.33 billion yuan for five days.
net sales of financial stocks in the Dragon Tiger list of main funds Changchun High And New Technology Industries (Group) Inc(000661) and other
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 32.297 billion yuan, a net outflow for 30 consecutive trading days. In terms of individual stocks, 1498 individual stocks received the net inflow of main funds today, of which 69 stocks received the net inflow of main funds of more than 100 million yuan. Ping An Insurance (Group) Company Of China Ltd(601318) won the largest net inflow of main funds, with a net inflow of 1.54 billion yuan; Among the top stocks in the net inflow of main funds are Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) , Midea Group Co.Ltd(000333) , Andon Health Co.Ltd(002432) , Huatai Securities Co.Ltd(601688) .
on January 20, the net inflow of main funds in Shanghai and Shenzhen was 20.246 billion yuan, and the positions of non bank finance, banking, medicine and biology were increased
Statistics show that on January 20, the net inflow of main funds in Shanghai and Shenzhen stock markets was 20.246 billion yuan. From the industry level, non bank finance, banking, medicine and biology ranked first in the net purchase amount of main funds, with 6.435 billion yuan, 5.817 billion yuan and 5.216 billion yuan respectively. The net sales of chemical, electronic and national defense industries by main funds ranked first, with 2.024 billion yuan, 1.32 billion yuan and 1.08 billion yuan respectively.
northbound funds:
northbound funds bought more than 12.5 billion yuan of financial stocks
On January 20, northbound funds bought a net 12.576 billion yuan, including 7.837 billion yuan for Shanghai Stock connect and 4.74 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) purchases ranked among the top three, with net purchases of 1.711 billion yuan, 1.353 billion yuan and 858 million yuan respectively. The net sales of Wuxi Apptec Co.Ltd(603259) , Industrial Bank Co.Ltd(601166) , China Tourism Group Duty Free Corporation Limited(601888) ranked among the top three, with net sales of 241 million yuan, 79 million yuan and 71 million yuan respectively.
33 shares including China Merchants Bank Co.Ltd(600036) were increased by more than 100 million yuan
Statistics show that on January 19, a total of 736 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, 33 had an increased market value of more than 100 million yuan, the largest was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.563 billion shares, an increase of 1.04% month on month, and the increased market value was 799 million yuan; The market value of increased holdings is large, and there are Eve Energy Co.Ltd(300014) , Nari Technology Co.Ltd(600406) , Contemporary Amperex Technology Co.Limited(300750) and other stocks.
list of increasing positions of funds from the North: the shareholding of 39 shares increased by more than 20% month on month
Statistics show that as of January 19, 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 104.030 billion shares, an increase of 249 million shares compared with the previous trading day. From the perspective of increasing positions, there are 39 with a month on month increase of more than 20%.
20 shares increased their positions by more than 30% Jiangsu Canlon Building Materials Co.Ltd(300715) with the largest increase
Statistics show that as of January 19, a total of 736 stocks have been increased by land stock connect. Among them, there were 20 companies whose holdings increased by more than 30% month on month, and Jiangsu Canlon Building Materials Co.Ltd(300715) was the largest month on month increase. Land stock connect recently held 1493900 shares, with a month on month increase of 334.47% over the previous trading day; There are also Beijing Hezong Science&Technology Co.Ltd(300477) , Hangzhou Century Co.Ltd(300078) , Shaanxi Heimao Coking Co.Ltd(601015) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Central China Securities Co.Ltd(601375) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 252 million rush to raise Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) foreign capital net buys 2 shares and institutions net buys 6 shares
On January 20, Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 252 million yuan in the three days. Data show that the stock rose 18.63% during the day and 28.27% in the past three days. The China Industrial Securities Co.Ltd(601377) Shaanxi branch with the highest net capital inflow bought 119 million yuan on the third day. A total of 29 stocks were involved in the institutional participation list, of which 6 were net bought by the institution, Delixi Xinjiang Transportation Co.Ltd(603032) were the most bought by the institution, with a net inflow of RMB 113 million in the three days. In addition, 23 shares were sold by institutions, and Avic Aviation High-Technology Co.Ltd(600862) was sold the most, amounting to 282 million yuan.
block transaction:
on January 20, 85 block transactions occurred in 53 stocks in Shanghai and Shenzhen, with a total turnover of 3.187 billion yuan
On January 20, 85 block transactions occurred in 53 stocks in Shanghai and Shenzhen, with a total turnover of 3.187 billion yuan. Among them, there were 43 block transactions in 27 stocks in Shanghai Stock Exchange, with a total turnover of 1.258 billion yuan; There were 42 block transactions in 26 stocks in Shenzhen, with a total turnover of 1.929 billion yuan. The stock index closed at 3555.06 points, down 0.09%, with a turnover of 459.702 billion yuan.
Anhui Zhongyuan New Materials Co.Ltd(603527) : Kehui investment, the shareholder, plans to reduce its shares by no more than 1.17%
It is reported that Anhui Zhongyuan New Materials Co.Ltd(603527) announced that Kehui investment, a shareholder holding 5.84%, plans to reduce its shares by no more than 1.17%.
two financial data:
the balance of two cities and two financial institutions decreased by 5.674 billion yuan
As of January 19, the balance of two financial institutions in Shanghai and Shenzhen was 1806.557 billion yuan, a decrease of 5.674 billion yuan compared with the previous trading day.
Among them, the financing balance was 169.87 billion yuan, a decrease of 3.248 billion yuan compared with the previous trading day; The balance of securities lending was 107.787 billion yuan, a decrease of 2.426 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of three shares, accounting for more than 30% of the transaction
Statistics show that on January 19, a total of 1865 stocks were purchased with financing funds, of which Byd Company Limited(002594) were the top stocks, with a purchase amount of 873 million yuan; The purchase amount of Contemporary Amperex Technology Co.Limited(300750) is 771 million yuan; The purchase amount of China stock market news was 573 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 three individual shares accounts for more than 30% of the turnover.
Eight shares including Byd Company Limited(002594) were financed, with a net purchase of more than 100 million yuan
Statistics show that on January 19, a total of 989 stocks were net purchased by financing, and 229 stocks with a net purchase amount of more than 10 million yuan. Among them, 8 financing net purchases exceeded 100 million yuan. Byd Company Limited(002594) financing net purchase took the lead, with a net purchase of 429 million yuan on the same day; There are Beijing Jetsen Technology Co.Ltd(300182) , Contemporary Amperex Technology Co.Limited(300750) , Muyuan Foods Co.Ltd(002714) , Phichem Corporation(300398) , Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) , Sunwoda Electronic Co.Ltd(300207) and so on.
the financing balance of 10 science and Innovation Board shares such as Maiwei biology increased by more than 10%
Statistics show that on January 19, the financing balance of 166 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 10 shares increased by more than 10%. Maiwei biology had the largest increase in financing balance, with the latest financing balance of 100.7301 million yuan, a month on month increase of 109.71%; Other stocks with large increase in financing balance include Yahong medicine, Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Bonree Data Technology Co.Ltd(688229) , Shanghai Awinic Technology Co.Ltd(688798) , Zwsoft Co.Ltd(Guangzhou)(688083) .
fund data:
the performance of 662 fund managers who carried the market fluctuations of the beginning of the year was red
According to the data, if the performance of fund managers is weighted by the share of fund products, as of January 18, a total of 662 fund managers in the whole market have achieved positive returns during the year, and the difference between the head and tail of the fund manager return index is 24.4%. Less than a month into 2022, the performance of fund managers has been very different.
