Cross Border Flow Tracker Agent Skill
Track and analyze cross-border capital flows between mainland China and Hong Kong via Stock Connect (沪港通/深港通). Monitor northbound (北向资金) and southbound (南向资金) flows, identify trending stocks, and analyze institutional positioning. Use when user asks about 北向资金, 南向资金, 外资动向, Stock Connect flows, or cross-border investment trends.
Install
one command, takes just this skill from the repositorynpx skills add https://github.com/nicepkg/ai-workflow --skill cross-border-flow-trackerThe instruction itself
20 sections, as written by the author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$XX.XX亿 |
2. Northbound Stock Holdings Analysis
Top Holdings Changes:
### 北向资金持股变动 Top 10
#### 增持榜
| 股票 | 持股数量 | 变动数量 | 变动比例 | 持股市值 |
|-----|---------|---------|---------|---------|
| | | +XXX万股 | +X.XX% | ¥XX亿 |
#### 减持榜
| 股票 | 持股数量 | 变动数量 | 变动比例 | 持股市值 |
|-----|---------|---------|---------|---------|
| | | -XXX万股 | -X.XX% | ¥XX亿 |
Individual Stock Query:
### [股票名称] 北向资金持仓分析
| 指标 | 数值 |
|-----|------|
| 北向持股数量 | XXX万股 |
| 占流通股比例 | X.XX% |
| 持股市值 | ¥XX.XX亿 |
| 近5日变动 | +/-XXX万股 |
| 近20日变动 | +/-XXX万股 |
| 近60日变动 | +/-XXX万股 |
#### 持股趋势
[描述近期增减持趋势和可能原因]
3. Southbound Stock Analysis
Top Southbound Holdings:
### 南向资金持股 Top 20
| 排名 | 股票 | 持股数量 | 占比 | 持股市值 | 5日变动 |
|-----|-----|---------|-----|---------|--------|
| 1 | 腾讯控股 | XX亿股 | X.X% | XXXX亿 | +/-X% |
| 2 | ... | | | | |
4. Flow Trend Analysis
Weekly/Monthly Patterns:
- Identify consistent buying/selling patterns
- Correlate with market movements
- Identify sector preferences
Seasonal Patterns:
- MSCI rebalancing periods (Feb, May, Aug, Nov)
- Index reconstitution impacts
- Holiday effects (Chinese New Year, Golden Week)
5. Sector Flow Analysis
### 北向资金行业配置
| 行业 | 持仓市值 | 占比 | 周变动 | 月变动 |
|-----|---------|-----|-------|-------|
| 食品饮料 | ¥XXXX亿 | XX% | +X% | +X% |
| 电力设备 | ¥XXXX亿 | XX% | -X% | +X% |
| 银行 | ¥XXXX亿 | XX% | +X% | -X% |
| 医药生物 | ¥XXXX亿 | XX% | +X% | +X% |
| ... | | | | |
Signal Interpretation
Bullish Signals (看多信号)
- 北向资金连续大幅净流入 (>50亿/日持续3天以上)
- 核心资产获持续加仓
- 外资持股比例创新高
- 流入与A股上涨同步
Bearish Signals (看空信号)
- 北向资金持续净流出
- 重仓股被大幅减持
- 流出伴随指数下跌
- 外资对某行业系统性减仓
Divergence Signals (背离信号)
- 市场下跌但北向持续流入 (可能底部)
- 市场上涨但北向持续流出 (可能顶部)
- 单只股票北向大买但股价不涨
Output Templates
Daily Report
# 跨境资金日报 [日期]
## 市场概览
[今日A股/港股表现简述]
## 北向资金
- 今日净流入: ¥XX.XX亿
- 市场解读: [分析流入/流出原因]
### 重点增持
1. [股票1] +XX万股，[可能原因]
2. [股票2] +XX万股，[可能原因]
### 重点减持
1. [股票1] -XX万股，[可能原因]
## 南向资金
- 今日净流入: HK$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"
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How to use it
Take nicepkg/cross-border-flow-tracker from the repository into ~/.claude/skills for personal
use, or into .claude/skills inside a project.
The agent identifies a skill by the name field in its header. Two skills with the
same name cannot sit side by side — one of them will be ignored.