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 892 shares for 5 consecutive days
Statistics show that as of the closing on January 25, a total of 892 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, Suzhou Victory Precision Manufacture Co.Ltd(002426) and other major funds have been net outflow for 24 consecutive days, ranking first; Faw Jiefang Group Co.Ltd(000800) and other major capital 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 net outflow of main funds, with a cumulative net outflow of 3.947 billion yuan for 12 consecutive days, Changchun High And New Technology Industries (Group) Inc(000661) followed by a cumulative net outflow of 3.66 billion yuan for 11 days.
the net outflow of the main funds of the two cities was 63 billion, and the institutions of the dragon and tiger list scrambled to raise 9 shares
From the perspective of industry sector, among the 28 first-class industries to which Shenwan belongs, there is only one leisure service industry sector today, and the main capital shows a net inflow, with a net inflow of 60 million yuan; The main funds of 27 industry sectors showed a net outflow, among which the main funds of the computer industry sector had the largest net outflow, with a net outflow amount of 8.888 billion yuan; The leading net outflow of main funds in the industry sector also includes medicine and biology, electronics, media, non bank finance, electrical equipment and mechanical equipment.
on January 25, the net outflow of main funds in Shanghai and Shenzhen was 35.878 billion yuan, reducing positions in medicine, biology, electronics and non bank finance
Statistics show that on January 25, the net outflow of main funds in Shanghai and Shenzhen was 35.878 billion yuan. From the industry level, leisure services and light industry manufacturing ranked first in the net purchase amount of main funds, with 447 million yuan and 397 million yuan respectively. Medicine, biology, electronics and non bank finance were among the top in terms of net sales of main funds, with 5.745 billion yuan, 3.03 billion yuan and 2.812 billion yuan respectively.
northbound funds:
northbound capital net sold Contemporary Amperex Technology Co.Limited(300750) more than 600 million yuan, and these shares were increased
On January 25, northbound funds sold a net 3.574 billion yuan, ending the net purchase for seven consecutive days. At the end of the trading, there was a small bottom reading and fund-raising situation. Among the top ten traded stocks, China stock market news, China Merchants Bank Co.Ltd(600036) , Will Semiconductor Co.Ltd.Shanghai(603501) net purchases ranked among the top three, with net purchases of 291 million yuan, 261 million yuan and 167 million yuan respectively. Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) , Ping An Bank Co.Ltd(000001) were sold net of 660 million yuan, 368 million yuan and 257 million yuan respectively.
23 shares including China Merchants Bank Co.Ltd(600036) , Huatai Securities Co.Ltd(601688) were increased by more than 100 million yuan
Statistics show that on January 24, a total of 787 stocks received 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, 23 had an increased market value of more than 100 million yuan, the largest was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.641 billion shares, an increase of 1.42% month on month, and the increased market value was 1.195 billion yuan; The market value of increased holdings is large, and there are Huatai Securities Co.Ltd(601688) , Wuliangye Yibin Co.Ltd(000858) , Industrial Bank Co.Ltd(601166) and other stocks.
list of increasing positions of funds from the North: the shareholding of 28 shares increased by more than 30% month on month
Statistics show that as of January 24, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 105.003 billion shares, an increase of 123 million shares compared with the previous trading day. In terms of the range of position increase, there are 28 companies with a month on month increase of more than 30%, and the largest month on month increase is Marssenger Kitchenware Co.Ltd(300894) .
list of shares held by northbound funds with a high proportion
Statistics show that as of January 24, 2318 shares were held by northbound funds, with a total shareholding of 105.003 billion shares and a total market value of 2.67 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.
dragon and tiger list:
dragon and tiger list: 151 million rush to raise Hybio Pharmaceutical Co.Ltd(300199) net purchase of 1 share by foreign capital and 16 shares by institutions
On January 25, Hybio Pharmaceutical Co.Ltd(300199) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 151 million yuan on the third day. Data show that the stock fell 17.95% during the day and 33.87% in the past three days. The top net inflow of funds was CICC Shanghai Branch, which bought 25.7684 million yuan on the third day. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Hybio Pharmaceutical Co.Ltd(300199) was the most bought, with a net purchase of 75.7703 million yuan in three days. In addition, 8 shares were net sold by institutions, and Bank of Lanzhou was the most sold, amounting to 54.2361 million yuan.
block transaction:
on January 25, 127 block transactions occurred in 69 stocks in Shanghai and Shenzhen, with a total turnover of 2.087 billion yuan
On January 25, 127 block transactions occurred in 69 stocks in Shanghai and Shenzhen, with a total turnover of 2.087 billion yuan. Among them, there were 72 block transactions in 35 stocks in Shanghai Stock Exchange, with a total turnover of 944 million yuan; There were 53 block transactions in 32 stocks in Shenzhen, with a total turnover of 1.142 billion yuan. The stock index closed at 3433.06 points, down 2.58%, with a turnover of 383.728 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 25, the business department net bought 155 million yuan of funds in the dragon and tiger list, of which 21 stocks were net bought and 18 stocks were net sold. The net purchases of more stocks were Huitong group, Bank of Lanzhou, temus, etc., and the net purchase amount accounted for 17.48%, 5.56% and 10.59% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Shenzhen Emperor Technology Company Limited(300546) , Hybio Pharmaceutical Co.Ltd(300199) respectively, and the net sales accounted for 1.97%, 9.27% and 3.89% of the turnover on that day.
the reduction of major shareholders of 12 companies exceeded 100 million yuan
Statistics show that among the companies that recently issued relevant reduction announcements, if the statistics are based on the deadline for equity changes, a total of 76 shares of companies have been reduced by important shareholders in the past five trading days (January 18 to January 24), with a cumulative reduction of 465 million shares and a total reduction of 6.167 billion yuan.
During the same period, a total of 19 important shareholders of the company increased their holdings, with a total amount of 1.623 billion yuan.
In terms of the amount, there are 12 companies with a reduction amount of more than 100 million yuan, and the largest reduction amount is Hengli Petrochemical Co.Ltd(600346) . During the period, a total of 69327700 shares were reduced, with a total reduction amount of 1.686 billion yuan; Followed by Shanghai Lingang Holdings Co.Ltd(600848) , with a reduction of 33.512 million shares and a reduction of 504 million yuan; Jinke Property Group Co.Ltd(000656) was reduced by shareholders by 414 million yuan in recent 5 days, ranking third in the list of shareholders’ reduction.
two financial data:
the balance of two cities and two financial institutions decreased by 4.722 billion yuan
As of January 24, the balance of two financial institutions in Shanghai and Shenzhen was 1777.156 billion yuan, a decrease of 4.722 billion yuan compared with the previous trading day. Among them, the financing balance was 1674 billion yuan, a decrease of 2.502 billion yuan compared with the previous trading day; The balance of securities lending was 103.156 billion yuan, a decrease of 2.22 billion yuan compared with the previous trading day.
The net purchase of 24 shares financed exceeded 50 million yuan Changchun High And New Technology Industries (Group) Inc(000661) and the net purchase was the most
Statistics show that on January 24, a total of 936 stocks were net purchased by financing, and 164 stocks with a net purchase amount of more than 10 million yuan. Among them, 24 financing net purchases exceeded 50 million yuan. The net purchase amount of Changchun High And New Technology Industries (Group) Inc(000661) financing ranked first, with a net purchase of 320 million yuan on the same day; Individual stocks with a net financing purchase amount exceeding 80 million yuan include Contemporary Amperex Technology Co.Limited(300750) , Ganfeng Lithium Co.Ltd(002460) , Longi Green Energy Technology Co.Ltd(601012) , Qinghai Salt Lake Industry Co.Ltd(000792) , Yongxing Special Materials Technology Co.Ltd(002756) , Sanan Optoelectronics Co.Ltd(600703) , Jishi Media Co.Ltd(601929) , Unigroup Guoxin Microelectronics Co.Ltd(002049) , Sany Heavy Industry Co.Ltd(600031) .
The financing balance of 57 shares increased by more than 5%
Statistics show that as of January 24, the balance of two financial institutions in Shanghai stock market was 944.806 billion yuan, a decrease of 3.343 billion yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 832.349 billion yuan, a decrease of 1.38 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1777.156 billion yuan, a decrease of 4.723 billion yuan compared with the previous trading day. In terms of individual stocks, there were 936 stocks with an increase in financing balance, accounting for 41.53%, of which 57 stocks had an increase of more than 5%.
The financing balance of six Sci-tech Innovation Board shares including Brightgene Bio-Medical Technology Co.Ltd(688166) increased by more than 10%
Statistics show that on January 24, there were 158 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Brightgene Bio-Medical Technology Co.Ltd(688166) , with the latest financing balance of 263786300 yuan, a month on month increase of 40.54%; Other stocks with large increase in financing balance include xidiwei, Kingsemi Co.Ltd(688037) , Nanjing Develop Advanced Manufacturing Co.Ltd(688377) , Guangdong Fangyuan Environment Co.Ltd(688148) , Pingao shares, etc.
fund data:
the total scale of 25.57 trillion yuan of public funds reached a new high
The total size of public funds has reached new highs. After the total scale of public funds exceeded the 20 trillion yuan mark for the first time at the end of 2020, the total scale of public funds reached a new level at the end of 2021, exceeding 25 trillion yuan. Star fund managers showed strong gold absorption ability, and the scale of many funds increased by more than 10 billion yuan in the fourth quarter of last year. From the perspective of active equity fund managers, hundreds of billions of “top flow” have emerged one after another. After Zhang Kun’s fund scale exceeded 100 billion yuan, Ge Lan has also been promoted to 100 billion “top flow”.
the number one heavy position stock of the fund is still Kweichow Moutai Co.Ltd(600519) . By the end of the fourth quarter, 1715 funds had a market value of 180.5 billion yuan
On January 24, the report of the fourth quarter of 2021 of the public fund was officially closed. The list of the top ten heavy positions of the public fund as of the end of the fourth quarter of last year was released, in turn: Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) , China stock market news, China Merchants Bank Co.Ltd(600036) , Longi Green Energy Technology Co.Ltd(601012) , Wuliangye Yibin Co.Ltd(000858) , Luxshare Precision Industry Co.Ltd(002475) , Wuxi Apptec Co.Ltd(603259) , Luzhou Laojiao Co.Ltd(000568) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) .
According to the statistics of heavy positions disclosed in the four seasons report of public funds, at the end of the fourth quarter of last year, 1715 funds held Kweichow Moutai Co.Ltd(600519) heavy positions, with a total stock market value of 180.481 billion yuan; Contemporary Amperex Technology Co.Limited(300750) followed closely, with a total of 1676 funds holding heavy positions, with a market value of 152.985 billion yuan respectively; In just one year, China stock market news jumped from the 15th place to the third place in the list of heavy positions of public funds. At the end of the fourth quarter of last year, 1045 funds held heavy positions, with a total market value of 62.726 billion yuan.
