According to the statistics of Company E, on January 5, northbound funds bought 1.992 billion yuan in a single day, including 1.564 billion yuan in Shanghai-Hong Kong Stock Connect and 428 million yuan in Shenzhen-Hong Kong Stock Connect. The turnover of northbound funds was 103.694 billion yuan, accounting for 14.08% of the total turnover of A-shares, and the trading activity increased by 12.60%, of which the purchase amount of Shanghai-Hong Kong Stock Connect was 25.375 billion yuan and the sale amount was 23.811 billion yuan, and the purchase amount of Shenzhen-Hong Kong Stock Connect was 27.468 billion yuan and the sale amount was 27.040 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 48.04% of the total market value of the holdings.
The top three industries with the largest increase in market value compared with 20 trading days ago were steel, utilities and non-ferrous metals, with increases of 8.55%, 5.48% and 5.37% respectively.
The top three industries with the largest decrease in market value compared with 20 trading days ago were media, leisure services, and computers, with decreases of 8.3%, 6.13%, and 6.06% respectively.
Industry flow
Banks, household appliances, and real estate were the top net buyers of northbound funds, with 1.139 billion yuan, 442 million yuan, and 431 million yuan respectively.
Machinery and equipment, food and beverage, and electrical equipment were the top net sellers of northbound funds, with 324 million yuan, 316 million yuan, and 252 million yuan respectively.
Leisure services, agriculture, forestry, animal husbandry and fishery and other industries were continuously net sold by northbound funds, with consecutive net selling days of 5 days and 5 days respectively, with net selling amounts of 365 million yuan and 186 million yuan respectively, and the reduction ratios were 1.25% and 1.08% respectively.
Breakdown of individual stocks
From the perspective of continuous trading, Zoomlion, Wall Nuclear Materials, and Shuanghuan Transmission were among the top in the number of consecutive net buying days of northbound funds, which were 14 days, 12 days, and 12 days, respectively, and the net purchases during the period were 303 million yuan, 72 million yuan, and 395 million yuan, respectively, and the increase in holdings during the period was 13.35%, 40.44%, and 19.32% respectively.
Proya, Goldwind Technology, and Bank of Xiamen were among the top northbound funds for 35 days, 31 days, and 18 days respectively, with net sales of 1.023 billion yuan, 759 million yuan, and 68 million yuan respectively, and the reduction rates during the period were 10.14%, 47.97%, and 14.93% respectively.
From the perspective of trading amount, Gree Electric Appliances, China Merchants Bank, and Haier Smart Home were among the top net buyers of northbound funds, with 406 million yuan, 286 million yuan, and 169 million yuan respectively, with an increase of 1.99%, 0.96%, and 1.34% respectively.
Wuliangye, Midea Group, and Focus Media were among the top net sellers of northbound funds, with 213 million yuan, 199 million yuan, and 161 million yuan respectively, with a reduction of 0.93%, 0.27%, and 1.3% 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, Gree Electric, Anker Innovation, and Happy Home are among the top in terms of northbound capital holdings, with 1.99%, 1.75%, and 1.21% respectively.
Oriental Yuhong, Focus Media, and Megmeet were among the top by northbound funds to reduce their holdings, with 3.11%, 1.3%, and 1.14% 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, Tianyin Electromechanical, Jinchen Shares, and Julun Intelligent were among the top in terms of northbound capital holdings, with 219.64%, 148.09%, and 128.64% respectively.
King Kong Photovoltaic, Oriental Zirconium and Guofeng New Materials were among the top by northbound funds to reduce their holdings, with 65.63%, 64.6% and 59.71% respectively.
* This draft was completed by the writing robot "Kuaishou Xiaoe" of Securities Times E Company