Opportunity Capture
cross-border-flow-tracker
This Skill provides real-time tracking and analysis of cross-border capital flows through the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connects, covering northbound (flows into A-shares) and southbound (flows into Hong Kong stocks) intraday and cumulative data.
Overview
This Skill provides real-time tracking and analysis of cross-border capital flows through the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connects, covering northbound (flows into A-shares) and southbound (flows into Hong Kong stocks) intraday and cumulative data.
This Skill provides real-time tracking and analysis of cross-border capital flows through the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connects, covering northbound (flows into A-shares) and southbound (flows into Hong Kong stocks) intraday and cumulative data. Features include: aggregated net purchase amounts by day/week/month/year-to-date, breakdown statistics (Shanghai Connect, Shenzhen Connect, Hong Kong Connect — Shanghai-sided and Shenzhen-sided); Top 10 northbound holding changes (increases/decreases) and individual stock position queries; aggregation of key data sources (East Money, Tonghuashun, Hong Kong Exchanges — HKEX, Wind) and recommended retrieval/search strategies. Suitable for assessing foreign capital movements, institutional position shifts, sector and stock heat, as well as stock selection and risk monitoring. The core strengths are standardized tables, actionable capital flow signals, and multi-timeframe summaries, enabling fast generation of decision support and trading insights.
Skill.md
How this skill works
This Skill provides real-time tracking and analysis of cross-border capital flows through the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connects, covering northbound (flows into A-shares) and southbound (flows into Hong Kong stocks) intraday and cumulative data.
跨境资金流向追踪 (Cross-Border Flow Tracker)
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.
Stock Connect Overview
Northbound (北向) - 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
Southbound (南向) - Into HK 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
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
Analysis Framework
1. Daily Flow Summary
今日跨境资金流向
北向资金 (Northbound)
| 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 |
南向资金 (Southbound)
| 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$XX.XX亿 |
2. Northbound Stock Holdings Analysis
Top Holdings Changes:
北向资金持股变动 Top 10
增持榜
| 股票 | 持股数量 | 变动数量 | 变动比例 | 持股市值 |
|---|---|---|---|---|
| +XXX万股 | +X.XX% | ¥XX亿 |
减持榜
| 股票 | 持股数量 | 变动数量 | 变动比例 | 持股市值 |
|---|---|---|---|---|
| -XXX万股 | -X.XX% | ¥XX亿 |
Individual Stock Query:
[股票名称] 北向资金持仓分析
| 指标 | 数值 |
|---|---|
| 北向持股数量 | XXX万股 |
| 占流通股比例 | X.XX% |
| 持股市值 | ¥XX.XX亿 |
| 近5日变动 | +/-XXX万股 |
| 近20日变动 | +/-XXX万股 |
| 近60日变动 | +/-XXX万股 |
持股趋势
[描述近期增减持趋势和可能原因]
3. Southbound Stock Analysis
Top Southbound Holdings:
南向资金持股 Top 20
| 排名 | 股票 | 持股数量 | 占比 | 持股市值 | 5日变动 |
|---|---|---|---|---|---|
| 1 | 腾讯控股 | XX亿股 | X.X% | XXXX亿 | +/-X% |
| 2 | ... |
4. Flow Trend Analysis
Weekly/Monthly Patterns:
- Identify consistent buying/selling patterns
- Correlate with market movements
- Identify sector preferences
Seasonal Patterns:
- MSCI rebalancing periods (Feb, May, Aug, Nov)
- Index reconstitution impacts
- Holiday effects (Chinese New Year, Golden Week)
5. Sector Flow Analysis
北向资金行业配置
| 行业 | 持仓市值 | 占比 | 周变动 | 月变动 |
|---|---|---|---|---|
| 食品饮料 | ¥XXXX亿 | XX% | +X% | +X% |
| 电力设备 | ¥XXXX亿 | XX% | -X% | +X% |
| 银行 | ¥XXXX亿 | XX% | +X% | -X% |
| 医药生物 | ¥XXXX亿 | XX% | +X% | +X% |
| ... |
Signal Interpretation
Bullish Signals (看多信号)
- 北向资金连续大幅净流入 (>50亿/日持续3天以上)
- 核心资产获持续加仓
- 外资持股比例创新高
- 流入与A股上涨同步
Bearish Signals (看空信号)
- 北向资金持续净流出
- 重仓股被大幅减持
- 流出伴随指数下跌
- 外资对某行业系统性减仓
Divergence Signals (背离信号)
- 市场下跌但北向持续流入 (可能底部)
- 市场上涨但北向持续流出 (可能顶部)
- 单只股票北向大买但股价不涨
Output Templates
Daily Report
跨境资金日报 [日期]
市场概览
[今日A股/港股表现简述]
北向资金
- 今日净流入: ¥XX.XX亿
- 市场解读: [分析流入/流出原因]
重点增持
- [股票1] +XX万股，[可能原因]
- [股票2] +XX万股，[可能原因]
重点减持
- [股票1] -XX万股，[可能原因]
南向资金
- 今日净流入: HK$XX.XX亿
- 重点标的: [列出主要买入股票]
后市展望
[基于资金流向的短期市场判断]
Individual Stock Report
[股票名称] 外资持仓分析
北向持仓概览
[基本持仓数据表格]
持仓趋势
[图表描述或趋势分析]
与股价关系
[北向增减持与股价走势的相关性分析]
机构观点
[如有，列出相关外资机构的评级]
投资建议
[基于外资动向的操作建议]
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"
Best used for
When to use it
This Skill provides real-time tracking and analysis of cross-border capital flows through the Shanghai–Hong Kong and Shenzhen–Hong Kong Stock Connects, covering northbound (flows into A-shares) and southbound (flows into Hong Kong stocks) intraday and cumulative data.
01 · PRE-MEETING
Prepare a decision brief
Turn scattered evidence into a structured case before an investment committee meeting.
02 · TEAM WORKFLOW
Standardize handoffs
Create consistent research outputs across analysts, portfolio managers, and agents.
03 · LIVE UPDATE
Refresh the thesis
Update scenarios after a new catalyst, KPI release, or earnings result.
Community notes
Built to improve with use.
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