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 755 shares for five consecutive days
Statistics show that as of the closing on January 24, 755 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 24 consecutive days; Shenzhen Kaifa Technology Co.Ltd(000021) and other major funds had a net outflow for 23 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Jiangsu Hengrui Medicine Co.Ltd(600276) has the largest amount of net outflow of main funds, with a cumulative net outflow of 3.851 billion yuan for 11 consecutive days, Changchun High And New Technology Industries (Group) Inc(000661) followed by a cumulative net outflow of 3.294 billion yuan for 10 days.
46 shares won the main position increase of more than 100 million yuan, and Ganfeng Lithium Co.Ltd(002460) and other
In terms of individual stocks, 1662 individual stocks received a net inflow of main funds today, of which 46 stocks received a net inflow of more than 100 million yuan. Ganfeng Lithium Co.Ltd(002460) received the largest net inflow of main funds, with a net inflow of 1.187 billion yuan; Among the top stocks in the net inflow of main funds are Tianqi Lithium Corporation(002466) , Qinghai Salt Lake Industry Co.Ltd(000792) , Sunwoda Electronic Co.Ltd(300207) , Sungrow Power Supply Co.Ltd(300274) , Luxshare Precision Industry Co.Ltd(002475) , with net inflows of 552 million yuan, 497 million yuan, 394 million yuan, 392 million yuan and 373 million yuan respectively.
on January 24, the net inflow of main funds in Shanghai and Shenzhen was 21.899 billion yuan, and the warehouse of non-ferrous metals, electrical equipment and chemical industry
Statistics show that on January 24, the net inflow of main funds in Shanghai and Shenzhen stock markets was 21.899 billion yuan. From the industry level, the net purchase amount of non-ferrous metals, electrical equipment and chemical industry was the top, with 4.077 billion yuan, 3.86 billion yuan and 3.654 billion yuan respectively. The net sales of non bank finance, food and beverage and banks by main funds ranked first, with 1.143 billion yuan, 833 million yuan and 740 million yuan respectively.
northbound funds:
northward funds continue to flow in, and the "bank Mao" is the first (list)
Northbound funds continued the net buying trend. On January 24, northbound funds bought a net 3.453 billion yuan throughout the day, including 2.114 billion yuan for Shanghai Stock connect and 1.339 billion yuan for Shenzhen Stock connect. In terms of the top ten active stocks, northbound funds are now divided in the large financial sector, with net purchases of China Merchants Bank Co.Ltd(600036) taking the lead, with a net purchase of 1.187 billion yuan. So far, it has increased its holdings of China Merchants Bank Co.Ltd(600036) for six consecutive trading days, with a cumulative net purchase of nearly 6 billion yuan. In addition, brokerage stocks Huatai Securities Co.Ltd(601688) received a net purchase of 464 million yuan.
35 shares are favored, and the capital increase of northbound exceeds 100 million yuan
Statistics show that on January 21, a total of 807 shares increased month on month (MOM) compared with the previous trading day. Based on the number of shares increased and the closing price of the day, 35 shares increased their market value by more than 100 million yuan. The largest increase in market value was Wuliangye Yibin Co.Ltd(000858) , and the latest holding was 226 million shares, an increase of 2.51% mom. The increase in market value was 1.203 billion yuan, followed by China Merchants Bank Co.Ltd(600036) Ping An Insurance (Group) Company Of China Ltd(601318) , the market value of increased holdings was 1.095 billion yuan and 972 million yuan respectively.
six salt lake lithium extraction concept stocks gained more than 100 million yuan of capital holdings from going north
Statistics show that according to the rough calculation of the average transaction price in the range, since January, the total amount of northbound funds to increase their holdings of Salt Lake Lithium concept stocks is about 4.5 billion yuan. Among them, Ganfeng Lithium Co.Ltd(002460) , Byd Company Limited(002594) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Eve Energy Co.Ltd(300014) , Qinghai Salt Lake Industry Co.Ltd(000792) , Keda Industrial Group Co.Ltd(600499) and other six shares were increased by more than 100 million yuan, and the increased amount of Ganfeng Lithium Co.Ltd(002460) was 1.272 billion yuan, ranking first. Salt lake lithium concept stocks performed well. According to the statistics of data treasure, Tibet Summit Resources Co.Ltd(600338) , Zangger mining, Beijing Water Business Doctor Co.Ltd(300055) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Chengdu Wintrue Holding Co.Ltd(002539) , Qinghai Salt Lake Industry Co.Ltd(000792) and other six shares have announced the performance forecast for 2021, and the expected increase of net profit has exceeded 90%.
12 shares increased their positions by more than 50% Hefei Urban Construction Development Co.Ltd(002208) with the largest increase
Statistics show that as of January 21, a total of 807 stocks have been increased by land stock connect. Among them, there were 12 with a month on month increase of more than 50%, and the largest month on month increase was Hefei Urban Construction Development Co.Ltd(002208) . Land stock connect recently held 6.0914 million shares, with a month on month increase of 221.05% over the previous trading day; There are also Beijing Certificate Authority Co.Ltd(300579) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Shaanxi Heimao Coking Co.Ltd(601015) , Beijing Hezong Science&Technology Co.Ltd(300477) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 242 million rush to raise Ganfeng Lithium Co.Ltd(002460) foreign capital net buys 4 shares and institutions net buys 14 shares
On January 24, Ganfeng Lithium Co.Ltd(002460) , with a net capital inflow of 242 million yuan, was the largest among the dragon and tiger stocks on the list. The data showed that the stock closed within the daily limit, with a turnover rate of 5.64% and a turnover of 6.335 billion yuan. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, which bought 132 million yuan. A total of 33 stocks were involved in the institutional participation in the dragon and tiger list, of which 14 were net bought by the institution, and Jc Finance & Tax Interconnect Holdings Ltd(002530) was the most bought, amounting to 219 million yuan. In addition, 19 shares were net sold by institutions, Zhewen Interactive Group Co.Ltd(600986) was the most sold, with a net sales of 139 million yuan in the three days.
block transaction:
on January 24, 156 block transactions occurred in 84 stocks in Shanghai and Shenzhen, with a total turnover of 2.706 billion yuan
On January 24, 156 block transactions occurred in 84 stocks in Shanghai and Shenzhen, with a total turnover of 2.706 billion yuan. Among them, there were 93 block transactions in 42 stocks in Shanghai Stock Exchange, with a total turnover of 1.036 billion yuan; There were 63 block transactions in 42 stocks in Shenzhen, with a total turnover of 1.67 billion yuan. The stock index closed at 3524.11 points, up 0.04%, with a turnover of 358.01 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of 6 stocks exceeded 50 million
Statistics show that on January 24, the business department net bought 342 million yuan of funds in the dragon and tiger list, of which 28 stocks were net bought and 21 stocks were net sold.
The net purchases of more stocks were Ganfeng Lithium Co.Ltd(002460) , Shenzhen Emperor Technology Company Limited(300546) , Macrolink Culturaltainment Development Co.Ltd(000620) and so on. The net purchase amount accounted for 2.84%, 12.06% and 11.07% of the turnover on that day. In addition, the top stocks sold by the business department were Shenzhen Asia Link Technology Development Co.Ltd(002316) , Jishi Media Co.Ltd(601929) , Longyuan Power, etc., and the net sales accounted for 5.85%, 2.87% and 16.45% of the turnover on that day.
20 shares were increased by important shareholders, and China Mobile received the largest amount of increase
According to the statistics based on the date of equity change, a total of 20 shares of listed companies have been increased by important shareholders in the past five trading days (January 17 ~ January 21). In terms of the increase amount, five companies have increased their holdings by more than 100 million yuan in the past five days, and China Mobile has the largest increase amount. During the period, they have increased their holdings by 12.322 million shares, with a total increase amount of 710 million yuan; Followed by Shanghai Lingang Holdings Co.Ltd(600848) , with an increase of 33512000 shares and an increase of 504 million yuan.
two financial data:
the balance of two cities and two financial institutions decreased by 13.892 billion yuan
As of January 21, the balance of two financial institutions in Shanghai and Shenzhen was 1781.878 billion yuan, a decrease of 13.892 billion yuan compared with the previous trading day. Among them, the financing balance was 1676.502 billion yuan, a decrease of 11.971 billion yuan compared with the previous trading day; The balance of securities lending was 105.376 billion yuan, a decrease of 1.921 billion yuan compared with the previous trading day.
50 shares such as Qinghai Salt Lake Industry Co.Ltd(000792) , Business-Intelligence Of Oriental Nations Corporation Ltd(300166) have been financed for 5 consecutive days, with net purchases of
Statistics show that in the past five trading days (January 17 to January 21), 50 shares have been financed for five consecutive days. There are 6 stocks with a cumulative net financing purchase amount of more than 100 million yuan in five days. Among them, Qinghai Salt Lake Industry Co.Ltd(000792) 5-day cumulative net financing purchase of 437 million yuan, ranking first in the list; There are also Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Jiangsu Cnano Technology Co.Ltd(688116) , Zhejiang Conba Pharmaceutical Co.Ltd(600572) , Industrial And Commercial Bank Of China Limited(601398) , Jishi Media Co.Ltd(601929) and other stocks that have been financed.
financiers are optimistic about the purchase of 1 share, accounting for more than 30% of the transaction
Statistics show that on January 21, a total of 1866 individual stocks were purchased with financing funds, of which Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) were the top stocks, with a purchase amount of 795 million yuan; The purchase amount of Contemporary Amperex Technology Co.Limited(300750) is 566 million yuan; The purchase amount of Longi Green Energy Technology Co.Ltd(601012) is 479 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 one individual share accounts for more than 30% of the transaction amount.
the financing balance of 7 science and technology innovation board shares including chuangyao technology increased by more than 10%
Statistics show that on January 21, the financing balance of 125 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 7 shares increased by more than 10%. The largest increase in financing balance was chuangyao technology, with the latest financing balance of 77.0401 million yuan, a month on month increase of 44.44%; Other stocks with large increase in financing balance include Guangdong Lyric Robot Automation Co.Ltd(688499) , Tianyue advanced, Qingcloud Technologies Corp(688316) , Jiangsu Aidea Pharmaceutical Co.Ltd(688488) , Hob Biotech Group Corp.Ltd(688656) .
fund data:
Ge Lan, Zhao Yi, Feng Mingyuan! "Top flow" fund managers strongly attract gold
With the disclosure of the four seasons report of public funds in 2021, the subscription and redemption of products owned by star fund managers also surfaced. As of January 22, according to the redemption application of the disclosed four seasons report, some Gelan funds have been added by investors against the market, and star fund managers such as Zhao Yi, Feng Mingyuan and Zhang Qinghua continue to "absorb money".
equity funds increased their positions slightly in the fourth quarter of 2021, and the average position of equity funds reached 89%
As of January 21, 2856 equity funds (including equity funds and hybrid funds) under 81 fund companies have disclosed the fourth quarter report of 2021. In this stage of investment, equity funds rely more on adjusting the position structure to cope with market changes. Statistics show that the stock positions of various partial stock funds increased slightly in the fourth quarter, and the stock fund positions remained at a high level of 89%; More than 70% of fund companies choose to increase their positions.
