The market fluctuated and adjusted this week, and the performance of the three indexes was differentiated. The Shanghai index rose by 0.04%, and the Shenzhen Component Index and the gem index fell by 0.86% and 2.72% respectively.
According to choice data, the cumulative net inflow of funds from the north this week was 29.197 billion yuan, including 19.735 billion yuan from the Shanghai Stock connect and 9.462 billion yuan from the Shenzhen Stock connect. This week, the number of shares held by northbound funds in 815 stocks increased and the positions of 813 stocks were reduced, of which China Merchants Bank Co.Ltd(600036) increased the position the most and China Tourism Group Duty Free Corporation Limited(601888) reduced the position the most.
add more than 10 million shares to 68 stocks
The net inflow of northbound funds this week exceeded 29 billion yuan. Specifically, according to the choice data, the net inflow of northward capital on January 17 was 1.707 billion yuan, the net inflow on January 18 was 2.335 billion yuan, the net inflow on January 19 was 3.821 billion yuan, the net inflow on January 20 was 12.576 billion yuan, and the net inflow on January 21 was 8.758 billion yuan.
From the perspective of northbound capital holdings, choice data show that as of January 21, the market value of northbound capital holdings was 2.69 trillion yuan, an increase of 53.7 billion yuan this week. This week, the number of shares held by northbound funds in 815 shares increased, of which 68 shares increased by more than 10 million shares. The Agricultural Bank Of China Limited(601288) with the largest increase in shareholding increased by 124 million shares, Ping An Bank Co.Ltd(000001) and China Merchants Bank Co.Ltd(600036) increased by 98.2171 million shares and 94.714 million shares respectively. Among the top ten stocks with increased capital holdings in the north this week, there were 5 bank stocks, which significantly increased their positions in the undervalued sector this week.
From the perspective of market performance, the increase of northbound capital holdings this week ranked among the top ten stocks. Except Avic Electromechanical Systems Co.Ltd(002013) fell 17.95%, other stocks rose, Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) rose the most, with a cumulative increase of 13.56%.
The number of shares held by northward capital increased by the top ten this week
Source: choice
From the perspective of changes in the market value of positions, choice data showed that the market value of positions of northbound funds in 36 stocks increased by more than 500 million yuan this week, with the largest increase in the market value of Kweichow Moutai Co.Ltd(600519) , China Merchants Bank Co.Ltd(600036) , Midea Group Co.Ltd(000333) , and the market value of positions increased by 12.424 billion yuan, 10.695 billion yuan and 5.993 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound capital positions this week, except Midea Group Co.Ltd(000333) which was reduced by northbound capital by 6103100 shares, other stocks were increased, of which the holdings of China Merchants Bank Co.Ltd(600036) , Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) , Shenzhen Inovance Technology Co.Ltd(300124) , Bank Of Ningbo Co.Ltd(002142) increased by more than 10 million shares.
In terms of market performance, the top ten stocks with the largest increase in the market value of northward capital positions this week rose, Bank Of Ningbo Co.Ltd(002142) rose the most, with a cumulative increase of 9.21%.
Top ten stocks of market value increase of North fund positions this week
Source: choice
position increase China Merchants Bank Co.Ltd(600036) over 4.7 billion yuan
According to the average transaction price and the number of overweight shares, China Merchants Bank Co.Ltd(600036) is the stock with the largest amount of capital increase in the north this week, with an increase of China Merchants Bank Co.Ltd(600036) 94714000 shares this week, with a total overweight amount of 4.773 billion yuan.
From the detailed data, the northbound funds increased their positions China Merchants Bank Co.Ltd(600036) for five consecutive trading days this week, including more than 1.7 billion yuan on January 20 and more than 1 billion yuan on January 21.
Choice data show that China Merchants Bank Co.Ltd(600036) has increased by 7.91% this week. As of January 21, northbound capital held China Merchants Bank Co.Ltd(600036) 1.618 billion shares, China Merchants Bank Co.Ltd(600036) share price was 38.24 yuan / share, and the total market value was 132.55 billion yuan.
Detailed data of northbound Capital Holdings China Merchants Bank Co.Ltd(600036)
Source: choice
31 stocks reduced their positions by more than 10 million shares this week
More than 800 stocks were reduced when northbound funds increased their positions by more than 29 billion yuan this week.
According to choice data, a total of 813 stocks were reduced by northbound funds this week, of which 31 stocks were reduced by more than 10 million shares. The Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) with the largest number of shares reduced was reduced by 36.5253 million shares, Tongling Nonferrous Metals Group Co.Ltd(000630) , Xinxing Ductile Iron Pipes Co.Ltd(000778) by 29.2392 million shares and 27.5364 million shares.
In terms of market performance, the number of shares with reduced positions in the north this week ranked among the top ten, with mixed gains and losses, Pengdu Agriculture & Animal Husbandry Co.Ltd(002505) fell the most, with a cumulative decline of 13.66% this week and Huaneng Power International Inc(600011) rose the most, with a cumulative increase of 10.51%.
Top 10 shares of North fund position reduction this week
Source: choice
In terms of changes in the market value of positions, choice data showed that the market value of positions of northbound funds on 18 stocks decreased by more than 500 million yuan this week, and the market value of positions on Wuxi Apptec Co.Ltd(603259) , Longi Green Energy Technology Co.Ltd(601012) , Contemporary Amperex Technology Co.Limited(300750) was the largest. The market value of positions decreased by 2.264 billion yuan, 1.810 billion yuan and 1.763 billion yuan respectively.
Among the top ten stocks with the decrease in market value of positions this week, except Longi Green Energy Technology Co.Ltd(601012) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Eve Energy Co.Ltd(300014) which were increased by northbound funds by 4392900 shares, 292900 shares and 11379200 shares respectively, other stocks were reduced by northbound funds, of which Jiangsu Hengrui Medicine Co.Ltd(600276) , Hualan Biological Engineering Inc(002007) , Aier Eye Hospital Group Co.Ltd(300015) were reduced by more than 11 million shares.
From the perspective of market performance, among the top ten stocks with the decrease in the market value of northward capital positions this week, except China Tourism Group Duty Free Corporation Limited(601888) rose by 0.08%, other stocks fell, Hualan Biological Engineering Inc(002007) fell the most, with a cumulative decline of 13.87% this week.
Top ten stocks with reduced market value of northward capital positions this week
Source: choice
position reduction China Tourism Group Duty Free Corporation Limited(601888) over 1.2 billion yuan
Calculated from the average transaction price and the number of shares reduced, the individual shares with the largest amount of capital reduction in the north this week were China Tourism Group Duty Free Corporation Limited(601888) , with a reduction of 6.3101 million shares and a reduction of 1.205 billion yuan. from the detailed data, the average position reduction of northbound funds in the first four trading days of this week was China Tourism Group Duty Free Corporation Limited(601888) , of which the position reduction on January 17 exceeded 700 million yuan.
According to choice data, as of January 21, northbound funds held China Tourism Group Duty Free Corporation Limited(601888) 196 million shares, with a share price of China Tourism Group Duty Free Corporation Limited(601888) of 200.66 yuan / share and a total market value of 391.8 billion yuan.
Detailed data of northbound Capital Holdings China Tourism Group Duty Free Corporation Limited(601888)
Source: choice (Note: the shareholding ratio data in the table is the value published on the official website of the Hong Kong stock exchange. The specific calculation rules are: Shanghai Stock connect accounts for the proportion of circulating a shares, and Shenzhen Stock connect accounts for the proportion of all a shares.)
