op! More than 24 billion yuan of capital outflow from the north this week

category:Finance
 op! More than 24 billion yuan of capital outflow from the north this week


According to choice data, this week, the cumulative net outflow of northward funds was 24.751 billion yuan, including 15.608 billion yuan from Shanghai Stock connect and 9.143 billion yuan from Shenzhen Stock connect. Specifically, the net outflow was 5.899 billion yuan on July 20, 3.011 billion yuan on July 21, 4.170 billion yuan on July 22, 3.654 billion yuan on July 23, and 16.357 billion yuan on July 24, of which 16.357 billion yuan was on July 24, which was the second highest single day net outflow in history.

According to choice data, as of July 24, the market value of northbound capital positions was 1.87 trillion yuan. This week, the northbound fund has reduced 908 shares, including 70 shares with a reduction of more than 10 million shares. TCL technology, with the largest number of shares reduced, reduced its position by 76.094 million shares. In addition, greenway United States and Daqin Railway reduced more than 50 million shares.

This week, the number of northward capital positions in the top 10 shares

Source: choice

From the perspective of the proportion of shares in circulation, choice data shows that the proportion of circulating shares held by northbound capital of 25 shares decreased by more than 1% this week, of which, the proportion of circulating shares held by Jidan biology, AVIC Shenfei, Tianshan shares and greenmei decreased by more than 1.5%.

This week, northward funds reduced the proportion of circulating shares in the top 10 stocks

Source: choice

From the perspective of changes in market value, choice data shows that the market value of northward capital positions of eight stocks decreased by more than 1 billion yuan this week, of which the market value of Guizhou Maotai, Wuliangye and China Ping An decreased by 8.261 billion yuan, 3.485 billion yuan and 2.223 billion yuan respectively. Among the top 10 stocks with the largest decrease in the market value of northward capital positions this week, only 6.7145 million shares of China Merchants Bank were increased this week, while the other equity holdings were reduced.

This week, the market value reduction of northward capital positions ranked among the top 10 stocks

Source: choice

629 shares increased by northward funds

This week, the number of northward capital positions in the top 10 shares

Source: choice

This week, northbound capital increased the proportion of circulating shares in the top 10 shares

Source: choice

From the perspective of the changes in the market value of positions, choice data shows that the market value of the northward capital positions of five stocks increased by more than 1 billion yuan this week, of which, the market value of positions of Midea Group and China immune Insurance Corporation increased by more than 2 billion yuan.

Top 10 stocks with market value increase of northward capital positions this week

Financing customers are still optimistic to increase their positions

According to choice data, as of July 23, the balance of financing between the two cities was 1406.345 billion yuan, a new high in nearly five years. In the first four trading days of this week, the financing balance of the first four trading days respectively bought 9.731 billion yuan, 360 million yuan, 5.467 billion yuan and 7.707 billion yuan respectively, reflecting that financiers are still optimistic when the market is in turmoil.

From the perspective of industry sector, choice data shows that, as of July 23, the top three industries with net purchase amount of financing balance among the 28 Shenyi industries in the first four trading days of this week were pharmaceutical biology, electronics and national defense and military industry, with net purchase amounts of RMB 4.956 billion, RMB 2.474 billion and RMB 2.239 billion respectively, with only real estate, communication, commercial trade, steel and construction equipment Decoration industry and transportation industry experienced net sales of 764 million yuan, 513 million yuan, 210 million yuan, 177 million yuan, 156 million yuan and 124 million yuan respectively.

Industry financing balance in the first four trading days of this week

Source: choice

From the perspective of individual stocks, choice data showed that as of July 23, 887 stocks in the two markets had obtained net financing purchases in the first four trading days of this week, of which 93 stocks had net financing purchase amount of more than 100 million yuan. Among the top 20 stocks with the net purchase amount of financing balance, the net purchase of CMAC financing reached 1.010 billion yuan, the net purchase of Qianxin, Longji shares and Ningde times financing reached 977 million yuan, 799 million yuan and 773 million yuan respectively. In addition, Ericsson precision, Watson biology, Dongfang Caifu and Everbright securities increased their positions by 650 million yuan, 573 million yuan, 507 million yuan and 503 million yuan respectively, indicating the market Under the shock, the financing customers grasp of the market hot spots is still accurate, which are the hot stocks of this week.

Net purchase of top 20 shares in the first four trading days of this week

Source: Yang Qian, editor in charge of China Securities Journal_ NF4425