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cross-border-flow-tracker

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Chinese

跨境资金流向追踪 (Cross-Border Flow Tracker)

Cross-Border Capital Flow Tracker

Overview

Overview

Monitor and analyze capital flows between mainland China and Hong Kong through Stock Connect programs. Track northbound capital (北向资金 - foreign money into A-shares) and southbound capital (南向资金 - mainland money into HK stocks) to identify investment trends and institutional positioning.
Monitor and analyze capital flows between mainland China and Hong Kong through Stock Connect programs. Track northbound capital (foreign capital flowing into A-shares) and southbound capital (mainland capital flowing into Hong Kong-listed stocks) to identify investment trends and institutional positioning.

Stock Connect Overview

Stock Connect Overview

Northbound (北向) - Into A-Shares

Northbound Capital - Into A-Shares

  • 沪股通 (Shanghai Connect): Access Shanghai stocks
  • 深股通 (Shenzhen Connect): Access Shenzhen stocks
  • Daily quota: 520 billion RMB each way
  • Eligible stocks: Major index constituents, large/mid caps
  • Shanghai-Hong Kong Stock Connect (Shanghai Connect): Access Shanghai-listed stocks
  • Shenzhen-Hong Kong Stock Connect (Shenzhen Connect): Access Shenzhen-listed stocks
  • Daily quota: 520 billion RMB each way
  • Eligible stocks: Major index constituents, large/mid caps

Southbound (南向) - Into HK Stocks

Southbound Capital - Into Hong Kong-listed Stocks

  • 港股通(沪) via Shanghai: Access HK stocks
  • 港股通(深) via Shenzhen: Access HK stocks
  • Daily quota: 420 billion RMB each way
  • Eligible stocks: HSI/HSCEI constituents, large caps
  • Shanghai-Hong Kong Stock Connect (Southbound via Shanghai): Access Hong Kong-listed stocks
  • Shenzhen-Hong Kong Stock Connect (Southbound via Shenzhen): Access Hong Kong-listed stocks
  • Daily quota: 420 billion RMB each way
  • Eligible stocks: HSI/HSCEI constituents, large caps

Data Sources

Data Sources

Real-time & Daily Data:
  • 东方财富 - 北向资金 (eastmoney.com)
  • 同花顺 - 资金流向 (10jqka.com.cn)
  • 港交所 (HKEX) - 互联互通数据
  • Wind资讯 (wind.com.cn)
Search Strategy:
  • "北向资金今日流入" - Daily northbound flow
  • "北向资金持股 [股票名称]" - Individual stock holdings
  • "南向资金净买入" - Southbound net purchases
  • "沪深港通 资金流向" - Overall Stock Connect flows
Real-time & Daily Data:
  • Eastmoney - Northbound Capital Data (eastmoney.com)
  • 10jqka - Capital Flow Data (10jqka.com.cn)
  • Hong Kong Exchanges and Clearing (HKEX) - Stock Connect Data
  • Wind Information (wind.com.cn)
Search Strategy:
  • "Northbound capital inflow today" - Daily northbound capital flow
  • "Northbound capital holdings [Stock Name]" - Individual stock holding data
  • "Southbound capital net purchases" - Southbound net purchase data
  • "Shanghai-Shenzhen-Hong Kong Stock Connect capital flows" - Overall Stock Connect flow data

Analysis Framework

Analysis Framework

1. Daily Flow Summary

1. Daily Flow Summary

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今日跨境资金流向

Today's Cross-Border Capital Flows

北向资金 (Northbound)

Northbound Capital

指标数值
沪股通净流入¥XX.XX亿
深股通净流入¥XX.XX亿
北向合计净流入¥XX.XX亿
本周累计¥XX.XX亿
本月累计¥XX.XX亿
年初至今¥XX.XX亿
IndicatorValue
Shanghai Connect Net Inflow¥XX.XX Billion
Shenzhen Connect Net Inflow¥XX.XX Billion
Total Northbound Net Inflow¥XX.XX Billion
Week-to-Date Total¥XX.XX Billion
Month-to-Date Total¥XX.XX Billion
Year-to-Date Total¥XX.XX Billion

南向资金 (Southbound)

Southbound Capital

指标数值
港股通(沪)净流入HK$XX.XX亿
港股通(深)净流入HK$XX.XX亿
南向合计净流入HK$XX.XX亿
本周累计HK$XX.XX亿
本月累计HK$XX.XX亿
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IndicatorValue
Shanghai-Hong Kong Stock Connect (Southbound) Net InflowHK$XX.XX Billion
Shenzhen-Hong Kong Stock Connect (Southbound) Net InflowHK$XX.XX Billion
Total Southbound Net InflowHK$XX.XX Billion
Week-to-Date TotalHK$XX.XX Billion
Month-to-Date TotalHK$XX.XX Billion
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2. Northbound Stock Holdings Analysis

2. Northbound Stock Holdings Analysis

Top Holdings Changes:
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Top Holdings Changes:
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北向资金持股变动 Top 10

Top 10 Northbound Capital Holding Changes

增持榜

Increase List

股票持股数量变动数量变动比例持股市值
+XXX万股+X.XX%¥XX亿
StockHolding QuantityChange in QuantityChange RatioHolding Market Value
+XXX Million Shares+X.XX%¥XX Billion

减持榜

Decrease List

股票持股数量变动数量变动比例持股市值
-XXX万股-X.XX%¥XX亿

**Individual Stock Query:**
```markdown
StockHolding QuantityChange in QuantityChange RatioHolding Market Value
-XXX Million Shares-X.XX%¥XX Billion

**Individual Stock Query:**
```markdown

[股票名称] 北向资金持仓分析

Northbound Capital Holding Analysis for [Stock Name]

指标数值
北向持股数量XXX万股
占流通股比例X.XX%
持股市值¥XX.XX亿
近5日变动+/-XXX万股
近20日变动+/-XXX万股
近60日变动+/-XXX万股
IndicatorValue
Northbound Holding QuantityXXX Million Shares
Percentage of Floating SharesX.XX%
Holding Market Value¥XX.XX Billion
5-Day Change+/-XXX Million Shares
20-Day Change+/-XXX Million Shares
60-Day Change+/-XXX Million Shares

持股趋势

Holding Trend

[描述近期增减持趋势和可能原因]
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[Describe recent accumulation/reduction trends and possible reasons]
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3. Southbound Stock Analysis

3. Southbound Stock Analysis

Top Southbound Holdings:
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Top Southbound Holdings:
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南向资金持股 Top 20

Top 20 Southbound Capital Holdings

排名股票持股数量占比持股市值5日变动
1腾讯控股XX亿股X.X%XXXX亿+/-X%
2...
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RankStockHolding QuantityPercentageHolding Market Value5-Day Change
1Tencent HoldingsXX Billion SharesX.X%XXXX Billion+/-X%
2...
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4. Flow Trend Analysis

4. Flow Trend Analysis

Weekly/Monthly Patterns:
  • Identify consistent buying/selling patterns
  • Correlate with market movements
  • Identify sector preferences
Seasonal Patterns:
  • MSCI rebalancing periods (Feb, May, Aug, Nov)
  • Index reconstitution impacts
  • Holiday effects (Chinese New Year, Golden Week)
Weekly/Monthly Patterns:
  • Identify consistent buying/selling patterns
  • Correlate with market movements
  • Identify sector preferences
Seasonal Patterns:
  • MSCI rebalancing periods (Feb, May, Aug, Nov)
  • Index reconstitution impacts
  • Holiday effects (Chinese New Year, Golden Week)

5. Sector Flow Analysis

5. Sector Flow Analysis

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北向资金行业配置

Northbound Capital Sector Allocation

行业持仓市值占比周变动月变动
食品饮料¥XXXX亿XX%+X%+X%
电力设备¥XXXX亿XX%-X%+X%
银行¥XXXX亿XX%+X%-X%
医药生物¥XXXX亿XX%+X%+X%
...
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SectorHolding Market ValuePercentageWeekly ChangeMonthly Change
Food & Beverage¥XXXX BillionXX%+X%+X%
Power Equipment¥XXXX BillionXX%-X%+X%
Banking¥XXXX BillionXX%+X%-X%
Pharmaceuticals & Biotechnology¥XXXX BillionXX%+X%+X%
...
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Signal Interpretation

Signal Interpretation

Bullish Signals (看多信号)

Bullish Signals

  • 北向资金连续大幅净流入 (>50亿/日持续3天以上)
  • 核心资产获持续加仓
  • 外资持股比例创新高
  • 流入与A股上涨同步
  • Northbound capital sees consecutive large net inflows (over RMB 5 billion per day for 3+ consecutive days)
  • Core assets receive continuous accumulations
  • Foreign holding ratio hits a new high
  • Inflows synchronize with A-share rallies

Bearish Signals (看空信号)

Bearish Signals

  • 北向资金持续净流出
  • 重仓股被大幅减持
  • 流出伴随指数下跌
  • 外资对某行业系统性减仓
  • Northbound capital sees continuous net outflows
  • Top holdings are heavily reduced
  • Outflows accompany index declines
  • Foreign investors systematically reduce positions in a certain sector

Divergence Signals (背离信号)

Divergence Signals

  • 市场下跌但北向持续流入 (可能底部)
  • 市场上涨但北向持续流出 (可能顶部)
  • 单只股票北向大买但股价不涨
  • Market declines but northbound capital continues inflows (potential bottom)
  • Market rallies but northbound capital continues outflows (potential top)
  • Northbound capital heavily accumulates a single stock but its price doesn't rise

Output Templates

Output Templates

Daily Report

Daily Report

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跨境资金日报 [日期]

Cross-Border Capital Daily Report [Date]

市场概览

Market Overview

[今日A股/港股表现简述]
[Brief summary of today's A-share/Hong Kong stock performance]

北向资金

Northbound Capital

  • 今日净流入: ¥XX.XX亿
  • 市场解读: [分析流入/流出原因]
  • Today's Net Inflow: RMB XX.XX Billion
  • Market Interpretation: [Analysis of inflow/outflow reasons]

重点增持

Key Accumulations

  1. [股票1] +XX万股，[可能原因]
  2. [股票2] +XX万股，[可能原因]
  1. [Stock 1] +XX Million Shares, [Possible reasons]
  2. [Stock 2] +XX Million Shares, [Possible reasons]

重点减持

Key Reductions

  1. [股票1] -XX万股，[可能原因]
  1. [Stock 1] -XX Million Shares, [Possible reasons]

南向资金

Southbound Capital

  • 今日净流入: HK$XX.XX亿
  • 重点标的: [列出主要买入股票]
  • Today's Net Inflow: HK$ XX.XX Billion
  • Key Targets: [List of major accumulated stocks]

后市展望

Market Outlook

[基于资金流向的短期市场判断]
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[Short-term market judgment based on capital flows]
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Individual Stock Report

Individual Stock Report

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[股票名称] 外资持仓分析

Foreign Holding Analysis for [Stock Name]

北向持仓概览

Northbound Holding Overview

[基本持仓数据表格]
[Basic holding data table]

持仓趋势

Holding Trend

[图表描述或趋势分析]
[Chart description or trend analysis]

与股价关系

Relationship with Stock Price

[北向增减持与股价走势的相关性分析]
[Correlation analysis between northbound accumulations/reductions and stock price movements]

机构观点

Institutional Views

[如有，列出相关外资机构的评级]
[If available, list ratings from relevant foreign institutions]

投资建议

Investment Recommendations

[基于外资动向的操作建议]
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[Operation suggestions based on foreign capital movements]
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Example Queries

Example Queries

日常查询:
  • "今天北向资金流向如何"
  • "北向资金最近买了什么"
  • "南向资金净买入排行"
  • "本周外资流入最多的股票"
个股查询:
  • "贵州茅台北向资金持仓多少"
  • "宁德时代外资持股变化"
  • "腾讯南向资金持仓情况"
趋势分析:
  • "北向资金近期偏好什么行业"
  • "外资连续加仓的股票有哪些"
  • "北向资金持股比例最高的股票"
信号分析:
  • "北向资金和大盘有背离吗"
  • "哪些股票外资在悄悄建仓"
  • "MSCI调整对北向资金影响"
Daily Queries:
  • "How is today's northbound capital flow?"
  • "What has northbound capital been buying recently?"
  • "Southbound capital net purchase ranking"
  • "Stocks with the most foreign capital inflows this week"
Individual Stock Queries:
  • "How much northbound capital is holding Kweichow Moutai?"
  • "Changes in foreign holdings of CATL?"
  • "Southbound capital holding status of Tencent?"
Trend Analysis Queries:
  • "What sectors does northbound capital prefer recently?"
  • "Which stocks are being continuously accumulated by foreign investors?"
  • "Stocks with the highest northbound capital holding ratio?"
Signal Analysis Queries:
  • "Is there a divergence between northbound capital and the broader market?"
  • "Which stocks are foreign investors quietly accumulating positions in?"
  • "What's the impact of MSCI adjustments on northbound capital?"