Insights come before people, and data looks at A shares!Eastern FortuneNetwork summary A-share marketmain forceCapital trends, reveal the NorthboundCash flowto, inventoryDragon Tiger ListImportant data such as singles, hot money information, etc., allow you to gain insight into A-share opportunities in advance.
Main capital:
Decryption of the main capital fleeing stocks has a net outflow of 668 shares for 5 consecutive days
Statistics show that as of the close of trading on January 19, a total of 668 stocks in Shanghai and Shenzhen stock markets had net outflows of major funds for 5 consecutive days or more. From the perspective of net outflow duration,*ST BasicsWait for the 21 consecutive days of net outflow of main funds, ranking first;Guorui TechnologyAfter 20 consecutive days of net outflow of main funds, it ranked second. Judging from the total scale of net outflow of major funds,Meijin EnergyThe net outflow of main funds was the largest, with a cumulative net outflow of 6.538 billion yuan for 18 consecutive days.Hengrui MedicineIt was followed by a cumulative net outflow of 2.763 billion yuan in 8 days.
The main funds are withdrawn from the medicine, biology, electronics and other industries, and the northbound funds are rushing to raise China Merchants Bank, Yiwei Lithium Energy, etc.
From the perspective of industry sectors, there are 28 first-level industries to which Shenwan belongs, and today there are 7 industry sectors with the main funds presentnet inflow, the main funds of 21 industry sectors showed a net outflow. Among them, the main funds of the pharmaceutical and biological industry sector had the largest net outflow, with a net outflow of 6.689 billion yuan; the main funds of the industry sector had the highest net outflows. Electronics, electrical equipment, chemical industry,non-ferrous metals,car.
On January 19, the net inflow of main funds in the Shanghai and Shenzhen stock markets was 1.126 billion yuan, and the media, computers, and building materials were added.
Statistics show that on January 19, the main capital inflow in Shanghai and Shenzhen was 1.126 billion yuan. From an industry perspective, the net purchase amount of media, computers and building materials by main funds is the highest, with 4.118 billion yuan, 3.141 billion yuan and 2.186 billion yuan respectively.non-ferrous metals, pharmaceutical biology, and electronics were topped by the net sales of major funds, which were 3.202 billion yuan, 2.508 billion yuan, and 2.244 billion yuan respectively.
Northbound funds:
Net buy for 4 consecutive days!Northbound funds continue to sweep 3.8 billion yuan today, but this 100 billion giant stock has been reduced
Northbound funds have maintained net purchases for 4 consecutive days. At present, the A-share high-boom track and large consumption sectors have all experienced adjustments, which are the major sectors favored by northbound funds in the early stage. In terms of ten active stocks,China Merchants Bank、Yiwei Lithium Energy、Guodian NARINet purchases were respectively 798 million yuan, 554 million yuan, and 444 million yuan.Hundreds of billions of giantsWuXi AppTecNet sales topped the list with an amount of 579 million yuan.
Kweichow Moutai, Inspur Information and other 40 shares received northbound funds with an increase of over 100 million yuan
Statistics show that on January 18, a total of 667 individual stocks received an increase in the number of shares held by northbound funds from the previous trading day.Calculated based on the number of shares held and the closing price of the day. Among the stocks with increased holdings, 40 have increased market value of more than 100 million yuan, and the most increased market value isChina Merchants Bank, the latest shareholding is 1.547 billion shares, an increase of 0.82% from the previous month, and the market value of the increased holdings is 613 million yuan;Kweichow Moutai、Wave information、COSCO SHIPPING HoldingsEquivalent.
List of stocks held by northbound funds with a high proportion
Statistics show that as of January 18, 2,318 stocks were held by northbound funds, with a total shareholding of 103.781 billion shares and a total market value of 2.66 trillion yuan, an increase of 19.746 billion yuan compared to the previous trading day. . In terms of industries, the top five industries with the largest stock market value are power equipment,food and drink, pharmaceutical biology,Bank, Electronics, the stock market value of holdings were 410.604 billion yuan, 363.019 billion yuan, 241.030 billion yuan, 200.438 billion yuan, and 177.208 billion yuan. In terms of individual stocks, there are 47 stocks with northbound capital holdings accounting for more than 10% of the total share capital.
18 shares including Orient Bio have gained more than 30% of the increase in the stock market
Statistics show that as of January 18, a total of 667 stocks have been boosted by mainland stocks.Among them, there are 18 stocks with a month-on-month increase of more than 30%, and the one with the largest month-on-month increase isChunli Medical, Lugutong recently held 34,100 shares, and the shareholding increased by 484.32% compared with the previous trading day;Oriental creatures、Fuxiang Pharmaceutical、Olympian Technology、Lianchuang Optoelectronics、Yirui BioEquivalent.
Dragon Tiger List:
Dragon Tiger List: 252 million rush to raise Hubei Radio and Television, foreign investment net buys 4 shares, institutions buy net 10 shares
On January 19, among the stocks on the Dragon and Tiger List, the net inflow of funds was the largest.Hubei Radio and Television, for 252 million yuan. Data shows that the stock closed at the daily limit, with a turnover rate of 25.87% throughout the day and a turnover of 2.775 billion yuan.top net inflow of fundsOrient SecuritiesShanghai Yuanshen Road has a net purchase of 109 million yuan. Institutions participated in a total of 24 stocks in the Dragon Tiger List, of which 10 were net bought by institutions.Tianyuan DikoThe most bought is 128 million yuan. Another 14 shares were net sold by institutions,Yongxing MaterialsThe most sold was 111 million yuan.
Large transactions：
On January 19, 122 block transactions of 72 stocks in Shanghai and Shenzhen stock markets totaled 1.698 billion yuan
On January 19, 122 block transactions occurred in 72 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.698 billion yuan. Among them, there were 66 block transactions of 31 stocks in the Shanghai stock market, with a total turnover of 838 million yuan; 38 stocks in the Shenzhen stock market had a total of 53 block transactions, with a total turnover of 851 million yuan.Shanghai IndexIt closed at 3558.18 points on that day, down 0.33%, with a turnover of 420.763 billion yuan.
Hot money information:
The most popular stocks of the business department exposed 8 shares with a net purchase of over 50 million
Statistics show that on January 19, the business department in the Dragon and Tiger List bought a net 545 million yuan, of which 23 stocks were net bought and 21 stocks were net sold.Net purchases of more stocks areHubei Radio and Television、Xunyou Technology、Maanshan Iron & Steel Co., Ltd.etc., the net purchase amount accounted for 9.10%, 11.57% and 7.50% of the daily turnover.In addition, the top stocks sold by the sales department wereChangchun High-tech、Tianyuan Diko、Three sheep horseetc., the net selling amount accounted for 3.62%, 2.91% and 8.82% of the daily turnover.
shareholderIncrease or decrease holdings:
19 shares were increased by executives, and Aier Ophthalmology received the largest amount of increase
Statistics show that in the past 10 trading days (January 5 to January 18), a total of 19 listed companies have obtained sharesexecutiveOverweight.Judging from the amount of increased holdings, the largest amount of increased holdings in the past 10 days isAier Ophthalmology, accumulatively increased holdings of 1.0791 million shares, and the total amount of increased holdings was 39.7492 million yuan; followed byTopstar, the increased holdings amounted to 1.3290 million shares, and the increased holdings amounted to 21.8688 million yuan.
Two financial data:
The balance of the two cities and the two financing decreased by 3.103 billion yuan
As of January 18, the balance of financing between the Shanghai and Shenzhen stock markets was 1,812.231 billion yuan, a decrease of 3.103 billion yuan from the previous trading day. Among them, the balance of financing was 1702.018 billion yuan, a decrease of 3.316 billion yuan from the previous trading day; the balance of securities lending was 110.213 billion yuan, an increase of 213 million yuan from the previous trading day.
Financiers are optimistic about the purchase of 6 shares, accounting for over 30% of the transaction
Statistics show that on January 18, a total of 1,865 stocks were purchased by financing funds, of which the stocks with the largest purchase amount wereNingde era, the purchase amount is 720 million yuan;POWERCHINAThe purchase amount is 677 million yuan;JebsenThe purchase amount was 588 million yuan. Judging from the ratio of financing purchases to the turnover of individual stocks on the day, the purchases of 6 individual stocks accounted for more than 30% of the turnover.
Financing customers control over 10% of individual stocks (list attached)
Statistics show that the balance of financing in Shanghai and Shenzhen on January 18 was 1,702.018 billion yuan, accounting for 2.32% of the circulating market value of A shares. Among the target stocks of the two financings, a total of 61 stocks have financing balances that account for more than 10% of the circulating market value, 759 stocks have financing balances between 5% and 10%, and 1,249 stocks account for 1% to 5%. There are 183 animals that account for no more than 1%.
10 stocks favored by financiers with net purchases exceeding 100 million yuan
Statistics show that specific to individual stocks, on January 18, a total of 1,148 stocks received net purchases from financing, and 237 of them had net purchases of more than 10 million yuan, of which 10 had net purchases of more than 100 million yuan.Ningde eraThe net purchase amount of financing ranked first, with a net purchase of 477 million yuan on the day, followed byShanghai Electric Power、POWERCHINA, the net purchase amount of financing was 188 million yuan and 187 million yuan respectively, and the top net purchase amount of financing wasShanghai Jahwa、Hebang Bio、NavInfoWait.
The financing balance of 20 science and technology board stocks including Zhongwang Software increased by more than 10%
Statistics show that on January 18, a total of 206 individual stocks on the Science and Technology Innovation Board had a month-on-month increase in their financing balance. Among them, the balance of financing for 20 shares increased by more than 10%.The largest increase in financing balance wasZhongwang Software, the latest financing balance is 124.6071 million yuan, an increase of 82.16% month-on-month; the larger increase in financing balance isChuangyao Technology、Core Source Micro、Pumen Technology、Kangzhong Medical、good dayEquivalent.
funddata:
Fund self-purchases are booming!The addition of a star fund manager not only conveys confidence but also sends this key signal
The market volatility will intensify at the beginning of 2022, and newFund issuanceIn case of cold.Southern Fund、Bosera FundWhen the top companies made their own purchases, popular fund managers such as Li Xiaoxing, Lu Bin, and Du Meng also “paid for themselves”. Analysts believe that self-purchase shows investment confidence and sends a signal to the market that the market outlook and the profitability of its own products are optimistic.
New crotchdata:
During the year, a total of 21 new shares were issued and a total of 43.453 billion yuan was raised
Statistics show that based on the issuance date, as of January 19, a total of 21 companies have raised funds for the first time since the beginning of this year, and the cumulative amount of funds raised has reached 43.453 billion yuan. The average amount of funds raised by a single company is 2.069 billion yuan. From the perspective of divisions, 13 companies have raised funds exceeding 1 billion yuan, of which 1 company has raised funds exceeding 10 billion yuan, 7 companies have raised funds between 500 million yuan and 1 billion yuan, and 5 companies have raised funds. There is one with less than 100 million yuan.
(Article Source:Eastern FortuneResearch center)
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