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 48 stocks for 5 consecutive days
Statistics show that as of the closing on January 21, a total of 48 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 the net inflow of main funds for 15 consecutive days; China Mobile ranked second in the net inflow of main funds for 8 consecutive days. In terms of the total net inflow of main funds, China Merchants Bank Co.Ltd(600036) has the largest net inflow of main funds, with a cumulative net inflow of 1.89 billion yuan for five consecutive days, followed by China Mobile, with a cumulative net inflow of 1.888 billion yuan for eight days.
decrypt the main capital flight stocks, with a net outflow of 706 shares for 5 consecutive days
Statistics show that as of the closing on January 21, a total of 706 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Chengdu Corpro Technology Co.Ltd(300101) ranked first in terms of net outflow of main funds for 23 consecutive days; Shenzhen Kaifa Technology Co.Ltd(000021) and other major capital net outflow for 22 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 6.92 billion yuan for 20 consecutive days, Jiangsu Hengrui Medicine Co.Ltd(600276) followed by a cumulative net outflow of 3.232 billion yuan for 10 days.
The main funds of 14.8 billion were withdrawn from the pharmaceutical and biological industry, and the funds were scrambled to raise Wuliangye Yibin Co.Ltd(000858) , China Merchants Bank Co.Ltd(600036) and
In terms of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, only four industry sectors, namely, food and beverage, mining, banking and leisure services, have net capital inflows, and 24 industry sectors have net capital outflows. Among them, the pharmaceutical and biological industry sector has the largest net capital outflows, with a net outflow of 14.786 billion yuan; The main net outflow of funds from the industry sector is also the media, electronics, computers, mechanical equipment and chemical industry.
northbound funds:
BEIXIANG capital bought more than 8.7 billion yuan Wuliangye Yibin Co.Ltd(000858) and increased its position by nearly 1.2 billion yuan
On January 21, northbound funds bought a net 8.758 billion yuan, including 4.351 billion yuan for Shanghai Stock connect and 4.407 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Wuliangye Yibin Co.Ltd(000858) , China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) purchases ranked among the top three, with net purchases of 1.198 billion yuan, 1.092 billion yuan and 970 million yuan respectively. The net sales of Sany Heavy Industry Co.Ltd(600031) , Wuxi Apptec Co.Ltd(603259) , Contemporary Amperex Technology Co.Limited(300750) ranked among the top three, with net sales of 500 million yuan, 393 million yuan and 131 million yuan respectively.
71 shares including Kweichow Moutai Co.Ltd(600519) were increased by northbound funds for five consecutive days
Net inflow of northbound funds for five consecutive trading days. During the period (January 14 to January 20), a total of 71 stocks were increased by northbound funds for five consecutive days. There are 36 with a cumulative net purchase amount of more than 100 million yuan in five days, including 8 with a cumulative net purchase amount of more than 500 million yuan. The top five stocks continuously increased by BEIXIANG capital are Kweichow Moutai Co.Ltd(600519) , Yunnan Energy New Material Co.Ltd(002812) , Shenzhen Inovance Technology Co.Ltd(300124) , Sungrow Power Supply Co.Ltd(300274) , Topchoice Medical Co.Inc(600763) .
53 shares such as Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) were increased by more than 100 million yuan
Statistics show that on January 20, a total of 732 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, 53 had an increased market value of more than 100 million yuan, the largest was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.596 billion shares, an increase of 2.14% month on month, and the increased market value was 1.717 billion yuan; The market value of increased holdings is large, and there are Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) , China Pacific Insurance (Group) Co.Ltd(601601) and other stocks.
list of increasing positions of northbound funds: the shareholding of 25 shares increased by more than 30% month on month
Statistics show that as of January 20, 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 104.665 billion shares, an increase of 635 million shares compared with the previous trading day.
In terms of the range of position increase, there are 25 companies with a month on month increase of more than 30%, and the largest month on month increase is Guangdong Shunkong Development Co.Ltd(003039) . Land stock connect recently held 160300 shares, with a month on month increase of 197.47%. Yesterday, the stock fell 6.36%, the whole day turnover rate was 6.33%, and the net outflow of main funds was 13.1623 million yuan; Followed by Chn Energy Changyuan Electric Power Co.Ltd(000966) and Phichem Corporation(300398) . The latest holdings of land stock connect were 1088400 shares and 9228500 shares respectively, with a month on month increase of 145.04% and 117.08%, ranking second and third in the position increase list.
list of shares held by northbound funds
Statistics show that as of January 20, 2318 shares were held by northbound funds, with a total shareholding of 104.665 billion shares and a total market value of 2.68 trillion yuan. According to the statistics of shareholding ratio, 46 shares held more than 10% of the total share capital, and 70 held more than 10% of the circulating shares.
13 shares increased their positions by more than 50% Guangdong Shunkong Development Co.Ltd(003039) with the largest increase
Statistics show that as of January 20, a total of 732 stocks have been increased by land stock connect. Among them, there were 13 with a month on month increase of more than 50%, and the largest month on month increase was Guangdong Shunkong Development Co.Ltd(003039) . Land stock connect recently held 160300 shares, with a month on month increase of 197.46% over the previous trading day; There are also Chn Energy Changyuan Electric Power Co.Ltd(000966) , Phichem Corporation(300398) , Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Cimc Vehicles (Group) Co.Ltd(301039) , Zhengwei new materials and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 110 million rush to raise Changchun High And New Technology Industries (Group) Inc(000661) foreign capital net buys 5 shares and institutions net buys 12 shares
On January 21, Changchun High And New Technology Industries (Group) Inc(000661) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 110 million yuan in the three days. Data show that the stock has fallen by the limit for three consecutive trading days, with a cumulative decline of 27.1%. The net flow of funds into the top Shenzhen Stock connect seats, with a net purchase of 181 million yuan on the third day. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Northking Information Technology Co.Ltd(002987) was the most bought, with a total of 80.5023 million yuan.
In addition, 20 shares were net sold by institutions, Avic Aviation High-Technology Co.Ltd(600862) was the most sold, with a net sales of 474 million yuan in three days.
block transaction:
on January 21, 111 block transactions occurred in 60 stocks in Shanghai and Shenzhen, with a total turnover of 3.295 billion yuan
On January 21, 111 block transactions occurred in 60 stocks in Shanghai and Shenzhen, with a total turnover of 3.295 billion yuan. Among them, there were 77 block transactions in 32 stocks in Shanghai stock market, with a total turnover of 2.84 billion yuan; There were 34 block transactions in 28 stocks in Shenzhen, with a total turnover of 455 million yuan. The Shanghai index closed at 3522.57 points, down 0.91%, with a turnover of 417.769 billion yuan.
hot money information:
the business department’s favorite stocks were exposed, and the net purchase of 4 stocks exceeded 50 million
According to statistics, on January 21, the sales department sold a net capital of 601 million yuan, including 16 stocks bought and 29 stocks sold. The net purchases of more stocks were Xiamen Anne Co.Ltd(002235) , Beijing Vastdata Technology Co.Ltd(603138) , Szzt Electronics Co.Ltd(002197) and so on. The net purchase amount accounted for 11.88%, 6.54% and 10.92% of the turnover on that day. In addition, the top stocks sold by the business department were Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , temus, Jiangxi Fushine Pharmaceutical Co.Ltd(300497) respectively, and the net sales accounted for 12.26%, 9.48% and 2.97% of the turnover on that day.
Changchun High And New Technology Industries (Group) Inc(000661) : nine directors, supervisors and senior executives increased their holdings of 84700 shares of the company
Changchun High And New Technology Industries (Group) Inc(000661) at noon on January 21, it was announced that nine directors, supervisors and senior executives, including Ma Ji, chairman of the company, increased their holdings of 84700 shares of the company today.
two financial data:
the balance of two cities and two financial institutions decreased by 10.787 billion yuan
As of January 20, the balance of two financial institutions in Shanghai and Shenzhen was 1795.77 billion yuan, a decrease of 10.787 billion yuan compared with the previous trading day. Among them, the financing balance was 1688.473 billion yuan, a decrease of 10.297 billion yuan compared with the previous trading day; The balance of securities lending was 107.297 billion yuan, a decrease of 490 million yuan compared with the previous trading day.
9 shares including Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) were financed, and the net purchase exceeded 100 million yuan
Statistics show that on January 20, a total of 941 stocks were net purchased by financing, and 189 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan. The net purchase amount of Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) financing ranked first, with a net purchase of 492 million yuan on the same day; There are Lepu Medical Technology (Beijing) Co.Ltd(300003) , Shenzhen Ysstech Info-Tech Co.Ltd(300377) , Hubei Radio & Television Information Network Co.Ltd(000665) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Qinghai Salt Lake Industry Co.Ltd(000792) , Zhejiang Xianju Pharmaceutical Co.Ltd(002332) , China National Nuclear Power Co.Ltd(601985) and so on.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on January 20, a total of 1865 stocks were purchased with financing funds, of which Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) were the top stocks, with a purchase amount of 919 million yuan; Lepu Medical Technology (Beijing) Co.Ltd(300003) the purchase amount is 760 million yuan; Ping An Insurance (Group) Company Of China Ltd(601318) the purchase amount is 663 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 financing balance of five Kechuang board shares such as Kaili Catalyst & New Materials Co.Ltd(688269) increased by more than 10%
Statistics show that on January 20, the financing balance of 169 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 5 shares increased by more than 10%. The largest increase in financing balance was Kaili Catalyst & New Materials Co.Ltd(688269) , with the latest financing balance of 36.7627 million yuan, a month on month increase of 54.09%; Other stocks with large increase in financing balance include Tonglian precision, Jiangsu Bioperfectus Technologies Co.Ltd(688399) , core guide technology, Shanghai Newtouch Software Co.Ltd(688590) , Jiangsu Eazytec Co.Ltd(688258) .
fund data:
the “red envelope” equity fund of the year of public offering is the most “generous”
Near the Spring Festival, the pace of public fund dividends is gradually accelerating. Since the beginning of 2022, the total accumulated dividends of the fund has exceeded 35.2 billion yuan, of which equity funds account for more than 80%, and the most “generous” fund has distributed nearly 2.9 billion yuan since the beginning of the year. Industry insiders believe that the beginning of the year is often the time point for fund intensive dividends, and there are many reasons for dividends. The centralized dividends of equity funds may not represent pessimism about the future market.
