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 52 stocks for 5 consecutive days
Statistics show that as of the closing on January 26, a total of 52 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. China Mobile ranked first in terms of net capital inflow for 11 consecutive days; Hengtong Logistic Co.Ltd(603223) and other major capital net inflows for 10 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 2.287 billion yuan for 11 consecutive days, Zijin Mining Group Company Limited(601899) followed by a cumulative net inflow of 1.31 billion yuan for 7 days.
the main capital is added to the warehouse, and the northern capital rush is raised in industries such as electrical equipment and non bank finance Nari Technology Co.Ltd(600406) , Changchun High And New Technology Industries (Group) Inc(000661) and
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 6 industry sectors with net inflows of main funds today. Among them, the electrical equipment industry sector has the largest net inflows of main funds, with a net inflow of 2.476 billion yuan; The leading net inflow of main funds in the industry sector were non bank finance and automobile, with a net inflow of 805 million yuan and 237 million yuan respectively. The main funds of 22 industry sectors showed a net outflow, among which the main funds of the pharmaceutical and biological industry sector had the largest net outflow, with a net outflow amount of 3.622 billion yuan.
on January 26, the net inflow of main funds in Shanghai and Shenzhen was 8.098 billion yuan, and the positions of electrical equipment, automobile and non bank finance were increased
Statistics show that on January 26, the net inflow of main funds in Shanghai and Shenzhen stock markets was 8.098 billion yuan. From the industry level, the net purchase amount of main funds for electrical equipment, automobile and non bank finance ranked first, with 2.949 billion yuan, 1.843 billion yuan and 1.242 billion yuan respectively. Medicine, biology, media and light industry manufacturing were among the top in terms of net sales of main funds, with 1.785 billion yuan, 961 million yuan and 429 million yuan respectively.
northbound funds:
northbound capital net sold Kweichow Moutai Co.Ltd(600519) more than 500 million yuan, and these shares were increased
On January 26, the net inflow of northbound funds throughout the day was 1.139 billion yuan, and the net purchase in the afternoon was nearly 3 billion yuan; Among them, the net sales of Shanghai Stock connect was 161 million yuan. Among the top ten traded stocks, Nari Technology Co.Ltd(600406) , Changchun High And New Technology Industries (Group) Inc(000661) , Wuliangye Yibin Co.Ltd(000858) net purchases ranked among the top three, with net purchases of 361 million yuan, 292 million yuan and 292 million yuan respectively. The net sales of Kweichow Moutai Co.Ltd(600519) ranked first, with an amount of 511 million yuan. Wuxi Apptec Co.Ltd(603259) and Eve Energy Co.Ltd(300014) were net sold by 213 million yuan and 189 million yuan respectively.
21 shares including Shenzhen Inovance Technology Co.Ltd(300124) were increased by more than 100 million yuan
Statistics show that on January 25, a total of 612 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, 21 had an increased market value of more than 100 million yuan, the largest was Shenzhen Inovance Technology Co.Ltd(300124) , the latest holding was 471 million shares, an increase of 1.22% month on month, and the increased market value was 376 million yuan; China stock market news, China Merchants Bank Co.Ltd(600036) , Dawning Information Industry Co.Ltd(603019) , Will Semiconductor Co.Ltd.Shanghai(603501) , Muyuan Foods Co.Ltd(002714) and other stocks have increased their market value.
list of increasing positions of northbound funds: the shareholding of 34 shares increased by more than 30% month on month
Statistics show that as of January 25, 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 104.541 billion shares, a decrease of 462 million shares compared with the previous trading day. From the perspective of increasing positions, there are 34 companies with a month on month increase of more than 30%.
14 shares increased their positions by more than 50% Dongguan Aohai Technology Co.Ltd(002993) with the largest increase
Statistics show that as of January 25, a total of 612 stocks have been increased by land stock connect. Among them, there were 14 with a month on month increase of more than 50%, and the largest month on month increase was Dongguan Aohai Technology Co.Ltd(002993) . Land stock connect recently held 237800 shares, with a month on month increase of 155.5% over the previous trading day; There are also Guangzhou Hi-Target Navigation Tech Co.Ltd(300177) , Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , Qinghai Huzhu Barley Wine Co.Ltd(002646) , Hebei Hengshui Laobaigan Liquor Co.Ltd(600559) , Chengdu Ald Aviation Manufacturing Corporation(300696) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 145 million rush to raise and adopt shares, foreign capital net buy 1 share, and institutions net buy 11 shares
On January 26, among the stocks on the list, the largest net inflow of funds was the adopted shares, which was 145 million yuan. According to the data, the stock was first listed within the day and rose 44.03% to the close. The turnover rate throughout the day was 71.25% and the turnover was 1.114 billion yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution and Jiangsu Zhongtian Technology Co.Ltd(600522) was the most bought, with a total of 355 million yuan. In addition, 13 shares were sold by institutions, and Huabao Flavours & Fragrances Co.Ltd(300741) was sold the most, with a net sales of 74.7067 million yuan in three days.
block transaction:
on January 26, 180 block transactions occurred in 100 stocks in Shanghai and Shenzhen, with a total turnover of 2.328 billion yuan
On January 26, 180 block transactions occurred in 100 stocks in Shanghai and Shenzhen, with a total turnover of 2.328 billion yuan. Among them, there were 74 block transactions in 39 stocks in Shanghai stock market, with a total turnover of 463 million yuan; There were 91 block transactions in 59 stocks in Shenzhen, with a total turnover of 1.803 billion yuan. The stock index closed at 3455.67 points, up 0.66%, with a turnover of 338.312 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 26, the sales department sold 156 million yuan of funds, including 19 stocks bought and 23 stocks sold. The net purchases of more stocks were Jc Finance & Tax Interconnect Holdings Ltd(002530) , Shanghai Kaibao Pharmaceutical Co.Ltd(300039) , Hengbao Co.Ltd(002104) and so on. The net purchase amount accounted for 4.49%, 16.08% and 8.30% of the turnover on that day. In addition, the top stocks sold by the business department were Jiangsu Zhongtian Technology Co.Ltd(600522) , Macrolink Culturaltainment Development Co.Ltd(000620) , Bank of Lanzhou, etc., and the net sales accounted for 11.10%, 10.20% and 7.50% of the turnover on that day.
23 shares were increased by executives Jafron Biomedical Co.Ltd(300529) with the largest amount of increase
Statistics show that in the past 10 trading days (January 12 to January 25), a total of 23 shares of listed companies were increased by senior executives. In terms of the amount of increased holdings, the largest amount of increased holdings in recent 10 days is Jafron Biomedical Co.Ltd(300529) , with a cumulative increase of 2.0898 million shares, with a total increase of 105 million yuan; The second is Aier Eye Hospital Group Co.Ltd(300015) , with an increase of 1349300 shares and an increase of 48.3033 million yuan.
executives increased their holdings of 3 shares in the ranking list by more than 10 million yuan
Statistics show that in terms of the increase amount, the largest increase amount in recent 10 days is Jafron Biomedical Co.Ltd(300529) , with a cumulative increase of 2.0898 million shares, with a total increase amount of 105 million yuan; Followed by Aier Eye Hospital Group Co.Ltd(300015) , with an increase of 1349300 shares and an increase of 48.3033 million yuan; Changchun High And New Technology Industries (Group) Inc(000661) in the past 10 days, executives have increased their holdings by 16.3031 million yuan, ranking the third.
two financial data:
the balance of two cities and two financial institutions decreased by 12.809 billion yuan
As of January 25, the balance of two financial institutions in Shanghai and Shenzhen was 1764.347 billion yuan, a decrease of 12.809 billion yuan compared with the previous trading day. Among them, the financing balance was 1664.855 billion yuan, a decrease of 9.145 billion yuan compared with the previous trading day; The balance of securities lending was 99.492 billion yuan, a decrease of 3.664 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of 4 shares, accounting for more than 30% of the transaction
Statistics show that on January 25, a total of 1868 stocks were purchased with financing funds, of which Ganfeng Lithium Co.Ltd(002460) was the top stock, with a purchase amount of 767 million yuan; Ping An Insurance (Group) Company Of China Ltd(601318) the purchase amount is 593 million yuan; Changchun High And New Technology Industries (Group) Inc(000661) the purchase amount is 455 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of four individual shares accounts for more than 30% of the turnover.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 25, the financing balance of Shanghai and Shenzhen was 1664.855 billion yuan, accounting for 2.37% of the circulating market value of a shares. Among the two financial target stocks, there are 88 stocks with financing balance accounting for more than 10% of the circulating market value, 836 stocks with financing balance accounting for 5% ~ 10%, 1151 stocks with financing balance accounting for 1% ~ 5% and 180 stocks with financing balance accounting for no more than 1%.
The net purchase of 14 shares financed exceeded 50 million yuan Zijin Mining Group Company Limited(601899) and the net purchase was the most
Statistics show that on January 25, a total of 754 stocks were net purchased by financing, and 131 stocks with a net purchase amount of more than 10 million yuan. Among them, 14 financing net purchases exceeded 50 million yuan. The net purchase amount of Zijin Mining Group Company Limited(601899) financing ranked first, with a net purchase of 160 million yuan on the same day; Individual stocks with a net financing purchase amount of more than 80 million yuan include Ping An Insurance (Group) Company Of China Ltd(601318) , China Vanke Co.Ltd(000002) , Sunwoda Electronic Co.Ltd(300207) , China Merchants Bank Co.Ltd(600036) , Baoshan Iron & Steel Co.Ltd(600019) , Ming Yang Smart Energy Group Limited(601615) , Yixintang Pharmaceutical Group Co.Ltd(002727) , Qinghai Salt Lake Industry Co.Ltd(000792) .
The financing balance of 15 Sci-tech Innovation Board shares including Jenkem Technology Co.Ltd(688356) increased by more than 5%
Statistics show that on January 25, there were 134 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 15 shares increased by more than 5%. The largest increase in financing balance was Jenkem Technology Co.Ltd(688356) , with the latest financing balance of 168.4031 million yuan, a month on month increase of 29.04%; Other stocks with large increase in financing balance include Oke Precision Cutting Tools Co.Ltd(688308) , Iray Technology Company Limited(688301) , Piesat Information Technology Co.Ltd(688066) , Novogene Co.Ltd(688315) , Anhui Ronds Science & Technology Incorporated Company(688768) .
fund data:
there are many fund companies selling! Frequent self purchase large orders
At the critical point when A-Shares fell sharply at the beginning of the year, a number of fund companies and fund managers announced the subscription or subscription of their funds, sending a positive signal to the market. According to statistics, as of January 25, as many as 14 fund companies have purchased their funds with real gold and platinum, involving an amount of nearly 400 million yuan. If the self purchase that has been announced but not implemented is added, the self purchase amount is expected to exceed 450 million yuan since the beginning of the year.
the latest "family background" of public funds appeared, and the market value of A-Shares held increased by 11.68% month on month
The four seasons report of public funds disclosed the closure, and the details of heavy positions were revealed. Statistics show that the overall position of public funds rebounded in the fourth quarter after a slight decline at the end of the third quarter. As of December 31, 2021, the stock positions of common stock public funds accounted for 89.07%, and the stock positions of partial stock hybrid public funds accounted for 86.38%. In addition, as of the fourth quarter of 2021, the market value of A-Shares held by public funds reached 6.44 trillion yuan, an increase of 11.68% over the previous quarter, and the proportion of market value in A-Shares increased by 0.36% to 7.01%. Public funds are still the largest institutional investors in a shares.
