Choice data shows that the cumulative net outflow of northbound funds this week was 8.827 billion yuan, of which the net outflow of Shanghai Stock Connect funds was 1.705 billion yuan and the net outflow of Shenzhen Stock Connect funds was 7.123 billion yuan. This week, northbound funds increased the number of shares held in 630 stocks, and reduced the positions of 942 stocks, of which the largest amount of positions increased for the Ningde era and the largest amount of warehouses for Wuliangye.
Increased holdings of 39 shares by more than 10 million shares
This week, northbound funds traded for only 4 days, with a total net outflow of nearly 9 billion yuan. Specifically, Choice data shows that the net outflow on September 13 was 3.824 billion yuan, the net outflow on September 14 was 4.128 billion yuan, the net inflow on September 15 was 2.140 billion yuan, and the net outflow on September 16 was 3.014 billion yuan.
Choice data shows that as of September 17, the market value of northbound capital positions was 2.53 trillion yuan, and the market value of this week's positions decreased by 74.2 billion yuan. This week, the number of shares held by Northbound Funds increased by 630 shares, the number of shares held by 39 of them increased by more than 10 million shares, the China Merchants Steamship, which had the largest increase in holdings, increased by 46.7149 million shares, and the shares held by Oriental Wealth and Pacific Ocean increased by 46.0531 million shares and 40.8376 million shares respectively.
From the perspective of market performance, this week,the number of northbound capital holdings increased in the top ten, only China Merchants Steamship and Guodian Power rose, up 5.75% and 3.50% respectively; the other 8 stocks fell this week, and Baosteel shares fell the most, with a cumulative decline of 9.87% this week.
Northbound capital's holdings increased by the top ten this week
Source: Choice
From the perspective of the change in the market value of the position, Choice data shows that the market value of the northbound funds on 20 stocks increased by more than 500 million yuan this week, and the market value of the positions of Mindray Medical, Guodian Nari and WuXi AppTec was the first, and the market value of the position increased by 3.725 billion yuan, 3.155 billion yuan and 3.004 billion yuan respectively.
Among the top ten stocks with the increase in the market value of northbound funds this week, except for Tigermed and Aier Ophthalmology, which were reduced by northbound funds by 549,300 shares and 12.05 million shares respectively, other stocks were increased by northbound funds, of which the number of shares held by Guodian NARI, WuXi AppTec and Mingyang Intelligent increased by more than 10 million shares.
From the perspective of market performance, the top ten stocks with the increase in the market value of northbound capital positions this week have risen, and Putailai has risen the most, with a cumulative increase of 20.28% this week.
This week, the market value of northbound capital positions increased by the top ten shares
Jiacang Ningde era exceeded 1.7 billion yuan
From the average transaction price and the number of shares added, CATL is the stock with the largest increase in the amount of northbound funds this week, and the northbound fund increased its holdings of 3.3596 million shares in CATL this week, with a total increase of 1.750 billion yuan. Judging from the detailed data, this week's northbound funds have 2 trading days to increase the position of Ningde Era, of which the amount of position increased on September 14 exceeded 1.3 billion yuan. Since September, northbound funds have significantly increased the position of Ningde Era, accumulating an increase of 7.941 billion yuan in Ningde Times.
Choice data shows that this week's NINGDE times have risen by 0.18%, as of September 17, northbound funds held 164 million shares of CATL, and the stock price of CATL times was 503 yuan / share, with a total market value of 1171.4 billion yuan.
Northbound funds this week to buy and sell Ningde era detailed data
74 shares were reduced by more than 10 million shares this week
In the case of northbound funds reducing their positions by nearly 9 billion yuan this week, more than 900 stocks were reduced by northbound funds this week.
Choice data shows that northbound funds have reduced their positions in a total of 942 stocks this week, and the number of shares reduced for 74 of them has exceeded 10 million shares. BOE A, which had the largest number of shares reduced, was reduced by 108 million shares, while Luoyang Molybdenum and Vanke A were reduced by 91.088 million shares and 55.7034 million shares, respectively.
From the perspective of market performance, this week, the number of northbound funds to reduce the number of shares ranked in the top ten shares, only China Aluminum rose, with a cumulative increase of 2.58%; other stocks fell, Nanshan Aluminum fell the most, the cumulative weekly decline of 9.77%.
This week, Northbound Funds reduced the number of shares in the top ten shares
From the perspective of the change in the market value of the position, Choice data shows that the market value of the northbound funds' positions in 46 stocks this week decreased by more than 500 million yuan, and the market value of the positions of the Midea Group, Ping An Bank and Wuliangye was the first to decrease, and the market value of the positions was reduced by 4.696 billion yuan, 4.685 billion yuan and 4.540 billion yuan, respectively.
In addition to the Top Ten Shares of the United States Group and China Merchants Bank, which were added to the northbound funds by 8.7435 million shares and 16.8808 million shares respectively, the other stocks were reduced by the northbound funds, of which Ping An Bank, Ping An of China, Gree Electric Appliances, Oriental Yuhong, and Sany Heavy Industry were reduced by the northbound funds by more than 10 million shares. It can be seen that many white horse stocks have suffered from northbound fund reductions this week.
From the perspective of market performance, the market value reduction of northbound capital positions this week ranked in the top ten shares, and Tongwei shares fell the most, with a cumulative decline of 15.74% this week.
This week, the market value of northbound capital positions decreased by the top ten shares
The warehouse reduction of Wuliangye exceeded 2 billion yuan
From the average transaction price and the number of shares reduced, the stock with the highest amount of northbound funds to reduce positions this week is Wuliangye, and this week's northbound funds reduced Wuliangye's position by 9.8162 million shares, with a reduction amount of 2.025 billion yuan. Judging from the detailed data, this week's northbound funds have 3 trading days to reduce the position of Wuliangye, and only slightly increase the warehouse of Wuliangye on September 16.
Choice data shows that on Friday, The cumulative decline of 5.50% of Liangye, as of September 17, northbound funds held 208 million shares of Wuliangye, Wuliangye's stock price was 201.95 yuan / share, the total market value of 783.9 billion yuan.
Northbound funds this week to buy and sell five grain liquid detail data
Editor: Wang Zhuying