According to the statistics of Company E, on January 2, northbound funds sold a net of 5.269 billion yuan in a single day, of which 1.118 billion yuan were sold through Shanghai-Hong Kong Stock Connect and 4.151 billion yuan were sold through Shenzhen-Hong Kong Stock Connect. The turnover of northbound funds was 93.483 billion yuan, accounting for 11.87% of the total turnover of A-shares, and the trading activity decreased by 5.01%, of which the purchase amount of Shanghai-Hong Kong Stock Connect was 21.486 billion yuan and the sale amount was 22.604 billion yuan, and the purchase amount of Shenzhen-Hong Kong Stock Connect was 22.621 billion yuan and the sale amount was 26.772 billion yuan.
The latest position of Northbound funds
The top five industries in terms of market value of northbound funds are food and beverage, electrical equipment, medicine and biology, electronics, and household appliances, accounting for 48.58% of the total market value of the holdings.
The top 3 industries with the largest increase in market value compared with 20 trading days ago were textiles and garments, iron and steel, and electronics, with increases of 6.5%, 5.22%, and 4.33% respectively.
The top three industries with the largest decrease in market value compared with 20 trading days ago were leisure services, computers, and media, with decreases of 9.32%, 6.43%, and 5.12%, respectively.
Industry flow
Public utilities, mining, and transportation received the top net purchases of northbound funds, with 1.09 billion yuan, 573 million yuan, and 497 million yuan respectively.
Pharmaceutical and biological, food and beverage, and computer were the top net sellers of northbound funds, with 977 million yuan, 879 million yuan, and 780 million yuan respectively.
Breakdown of individual stocks
From the perspective of continuous trading, Haoyang shares, Ogilvy Medical, and Zoomlion were among the top in the number of consecutive net buying days of northbound funds, which were 24 days, 21 days, and 11 days, respectively, and the net purchases during the period were 59 million yuan, 74 million yuan, and 271 million yuan, respectively, and the increase in holdings during the period was 167.88%, 81.16%, and 11.92% respectively.
Proya, Goldwind Technology, and Bank of Xiamen were among the top northbound funds for 32 days, 28 days, and 15 days respectively, with net sales of 983 million yuan, 719 million yuan, and 58 million yuan respectively, and the reduction rates during the period were 9.67%, 45.21%, and 12.6% respectively.
From the perspective of trading amount, Yankuang Energy, Yangtze River Electric Power and Changan Automobile were among the top net buyers of northbound funds, with 253 million yuan, 208 million yuan and 207 million yuan respectively, with an increase of 14.19%, 0.49% and 5.35% respectively.
BYD, Kweichow Moutai and CATL were among the top net sellers of northbound funds, with 330 million yuan, 325 million yuan and 240 million yuan respectively, with a reduction of 1.64%, 0.22% and 0.36% respectively.
From the perspective of increase and decrease in holdings, among the stocks with more than 10% of the outstanding shares held by northbound funds, LEEDARSON, Xiangyu Medical, and Libang Instrument were among the top by northbound funds, with 10.32%, 2.82%, and 1.44% respectively.
Pilot Intelligence, Beijing New Building Materials, and Hengli Hydraulics were among the top by northbound funds, with 1.76%, 1.74%, and 1.5% respectively.
From the perspective of increase and decrease in holdings, among the stocks with a net trading of more than 20 million yuan in a single day, Dayou Energy, Jihua Group, and China Merchants South Oil were among the top in terms of northbound capital holdings, with 220.29%, 97.65%, and 73.37% respectively.
Guolian Aquatic Products, Hangzhou Thermal Power, and Emdoor Information were among the top by northbound funds to reduce their holdings, with 79.13%, 76.67%, and 68.85% respectively.
* This draft was completed by the writing robot "Kuaishou Xiaoe" of Securities Times E Company