Insight comes before people, data look at a shares! Summarize the main capital trends in the A-share market, uncover the capital flow in the north, and take stock of the dragon and tiger list, hot money intelligence and other important data, so that you can have an insight into the A-share opportunity in advance.
main funds:
the main capital has continuously net inflow of 59 shares for more than 5 consecutive days
Statistics show that as of the closing on February 7, a total of 59 stocks had sustained net inflows of main funds for more than five consecutive trading days. China Mobile has the largest number of consecutive inflow days, with net inflow for 14 consecutive trading days; There are also Liqun Commercial Group Co.Ltd(601366) , Shenzhen Yinghe Technology Co.Ltd(300457) , Shanghai Jin Jiang International Hotels Co.Ltd(600754) , Jiangsu Expressway Company Limited(600377) , Xinxiang Richful Lube Additive Co.Ltd(300910) with a large number of consecutive net inflow days, which have received net inflow of main funds for 13, 11, 9, 9 and 9 trading days respectively.
on February 7, the net inflow of main funds in Shanghai and Shenzhen stock markets was 15.86 billion yuan, including building decoration, non-ferrous metals and banks
Statistics show that on February 7, the net inflow of main funds in Shanghai and Shenzhen stock markets was 15.86 billion yuan. At the industry level, architectural decoration, non-ferrous metals and banks ranked first in the net purchase amount of main funds, with 4.789 billion yuan, 3.062 billion yuan and 2.431 billion yuan respectively. The net sales amount of main funds of medicine, biology, computer and electronics ranked first, with 3.12 billion yuan, 1.114 billion yuan and 722 million yuan respectively.
main capital warehouse, building decoration, banking and other industries rush to raise funds in the North Ping An Insurance (Group) Company Of China Ltd(601318) , Byd Company Limited(002594) and
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 13 industry sectors showed net capital inflows today, among which the construction and decoration industry sector had the largest net capital inflows, with a net inflow of 2.903 billion yuan; Banks, non-ferrous metals and electrical equipment also led the net inflow of the main funds in the industry sector, with a net inflow of 1.751 billion yuan, 1.186 billion yuan and 260 million yuan respectively.
northbound funds:
the year of the tiger has made a good start. The North has bought a net capital of more than 5.5 billion yuan and wiped out these stocks
In terms of northbound funds, the net purchase throughout the day was 5.552 billion yuan, of which the net purchase of Shanghai Stock connect was 6.628 billion yuan and the net sales of Shenzhen Stock connect was 1.076 billion yuan, with obvious internal differentiation. In terms of the top ten active stocks, Beishang capital today net bought Ping An Insurance (Group) Company Of China Ltd(601318) (601318. SH) 1.035 billion yuan, Byd Company Limited(002594) (002594. SZ) 595 million yuan and China Merchants Bank Co.Ltd(600036) (600036. SH) 593 million yuan. The net sales of Ganfeng Lithium Co.Ltd(002460) (002460. SZ) were 415 million yuan and Muyuan Foods Co.Ltd(002714) (002714. SZ) were 412 million yuan.
10 shares such as Sungrow Power Supply Co.Ltd(300274) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) were increased by more than 100 million yuan
Statistics show that on January 28, a total of 652 stocks received northward funds, and their holdings increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the increased positions, there are 10 shares with an increased market value of more than 100 million yuan, the most increased market value is Sungrow Power Supply Co.Ltd(300274) , the latest holding amount is 179 million shares, an increase of 2.45% month on month, and the increased market value is 488 million yuan; The increased market value is large, and there are China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) , Eve Energy Co.Ltd(300014) , Zhejiang Wanliyang Co.Ltd(002434) , Gree Electric Appliances Inc.Of Zhuhai(000651) and other shares.
24 shares increased their positions by more than 50% Shanghai Kinlita Chemical Co.Ltd(300225) with the largest increase
Statistics show that as of January 28, a total of 652 stocks have been increased by land stock connect. Among them, there were 24 with a month on month increase of more than 50%, and the largest month on month increase was Shanghai Kinlita Chemical Co.Ltd(300225) . Land stock connect recently held 1547800 shares, with a month on month increase of 168.06% over the previous trading day; There are also Suzhou Slac Precision Equipment Co.Ltd(300382) , Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , Richinfo Technology Co.Ltd(300634) , Nanjing Chervon Auto Precision Technology Co.Ltd(603982) , Inly Media Co.Ltd(603598) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 230 million rush to raise Metallurgical Corporation Of China Ltd(601618) institutional seats favored Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812)
On February 7, Metallurgical Corporation Of China Ltd(601618) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net purchase amount of more than 200 million yuan. The data showed that the stock rose by the daily limit, the stock price rose by 4.39% in the past three trading days, and the intra day turnover rate was 2.08%. A total of 26 stocks were involved in the institutional participation in the dragon and tiger list, of which 11 were net bought by the institution and Shaanxi Jinye Science Technology And Education Group Co.Ltd(000812) was the most bought, amounting to 71.16 million yuan. In addition, 15 shares were net sold by institutions, of which Zhejiang Wanliyang Co.Ltd(002434) sold the most, amounting to 278 million yuan.
block transaction:
on February 7, there were 107 block transactions in 52 stocks in Shanghai and Shenzhen, with a total turnover of 1.461 billion yuan
On February 7, 107 block transactions occurred in 52 stocks in Shanghai and Shenzhen, with a total turnover of 1.461 billion yuan. Among them, there were 27 block transactions in 19 stocks in Shanghai Stock Exchange, with a total turnover of 514 million yuan; There were 80 block transactions in 33 stocks in Shenzhen, with a total turnover of 948 million yuan. The stock index closed at 3429.58 points, up 2.03%, with a turnover of 357.14 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of 7 stocks exceeded 50 million
Statistics show that on February 7, the business department net bought 384 million yuan of funds in the dragon and tiger list, of which 29 stocks were net bought and 19 stocks were net sold. The net purchases of more stocks were China Minmetals Rare Earth Co.Ltd(000831) , Suna Co.Ltd(002417) , Xinxing Ductile Iron Pipes Co.Ltd(000778) and so on. The net purchase amount accounted for 7.73%, 8.64% and 16.54% of the turnover on that day. In addition, the top stocks sold by the business department were Kingland Technology Co.Ltd(000711) , Hunan Goke Microelectronics Co.Ltd(300672) , Aba Chemicals Corporation(300261) respectively, and the net sales accounted for 13.61%, 15.90% and 50.81% of the turnover on that day.
21 shares were increased by important shareholders, and China Mobile received the largest amount of increase
In the past five trading days (from January 24 to January 28), a total of 21 shares of listed companies were increased by important shareholders, with a cumulative increase of 57.8613 million shares and a total increase of 1.585 billion yuan. In terms of the increase amount, there are five companies with an increase amount of more than 50 million yuan in the past five days, and China Mobile has the largest increase amount. During the period, China Mobile has increased its holdings of 13888100 shares, with a total increase amount of 799 million yuan; Followed by Foshan Haitian Flavouring And Food Company Ltd(603288) , with an increase of 3.794 million shares and an increase of 356 million yuan.
two financial data:
the balance of two cities and two financial institutions decreased by 30.462 billion yuan
As of January 28, the balance of two financial institutions in Shanghai and Shenzhen was 1713.21 billion yuan, a decrease of 30.462 billion yuan compared with the previous trading day. Among them, the financing balance was 1620.285 billion yuan, a decrease of 28.119 billion yuan compared with the previous trading day; The balance of securities lending was 92.925 billion yuan, a decrease of 2.343 billion yuan compared with the previous trading day.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on January 28, a total of 1875 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) were the top stocks, with a purchase amount of 966 million yuan; Kweichow Moutai Co.Ltd(600519) the purchase amount is 829 million yuan; Byd Company Limited(002594) the purchase amount is 680 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on January 28, the financing balance of Shanghai and Shenzhen was 1620.285 billion yuan, accounting for 2.36% of the circulating market value of a shares. Among the two financial target stocks, there are 85 stocks with financing balance accounting for more than 10% of the circulating market value, 790 stocks with financing balance accounting for 5% ~ 10%, 1197 stocks with financing balance accounting for 1% ~ 5% and 191 stocks with financing balance accounting for no more than 1%.
The net purchase of 8 shares financed exceeded 30 million yuan China State Construction Engineering Corporation Limited(601668) and the net purchase was the most
Statistics show that on January 28, a total of 219 stocks were net purchased by financing, and 25 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of 8 financing companies exceeded 30 million yuan. The net purchase amount of China State Construction Engineering Corporation Limited(601668) financing ranked first, with a net purchase of 69.9946 million yuan on the same day; Individual stocks with net financing purchase amount exceeding 30 million yuan include Zijin Mining Group Company Limited(601899) , Zhuzhou Kibing Group Co.Ltd(601636) , Jiangsu Changshu Rural Commercial Bank Co.Ltd(601128) , Gigadevice Semiconductor (Beijing) Inc(603986) , Bank Of Hangzhou Co.Ltd(600926) , Will Semiconductor Co.Ltd.Shanghai(603501) .
The financing balance of four Sci-tech Innovation Board shares including Sinocat Environmental Technology Co.Ltd(688737) increased by more than 5%
Statistics show that on January 28, the financing balance of 42 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of four shares increased by more than 5%. The largest increase in financing balance was Sinocat Environmental Technology Co.Ltd(688737) , with the latest financing balance of 45.4074 million yuan, a month on month increase of 9.38%; There are also Dalian Haosen Equipment Manufacturing Co.Ltd(688529) , Cubic Sensor And Instrument Co.Ltd(688665) , Amlogic (Shanghai) Co.Ltd(688099) and other stocks with a large increase in financing balance.
fund data:
in January, the share of fund issuance fell by nearly 60% month on month
Under the market correction, the fund issuance market was cold in January. According to the data, taking the fund establishment date as the statistical standard, the total number of new funds in January was 148, with an issuance share of 118.820 billion, down 39.59% and 60.87% respectively compared with 245 and 303.657 billion in December last year. The average issuance share of a single fund was 803 million, less than 1 billion, which also hit a new low since January 2021.
how to choose the fund in the year of the tiger when the maximum yield of the fund in the year of the ox exceeds 75%?
Statistics show that from the seventh day of the first lunar month of the year of the ox (February 18, 2021) to the last trading day of the year of the ox (January 28, 2022), the market has gone out of a significantly differentiated market. Overall, the overall performance of the year of the ox active equity fund is not good. Among the more than 4500 active equity funds established before February 18, 2021, only more than 1300 have achieved positive returns. However, some funds that grasp the structural market have walked out of a beautiful net worth curve.
IPO data:
A total of 29 new shares were issued during the year, raising a total of 54.06 billion yuan
Statistics show that, based on the issuance date, as of February 7, a total of 29 companies have raised funds this year, with a cumulative amount of 54.06 billion yuan, and a single company raised an average of 1.931 billion yuan. In terms of districts, there are 17 companies with a fund-raising amount of more than 1 billion yuan, including 1 company with a fund-raising amount of more than 10 billion yuan, 9 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 2 companies with a fund-raising amount of less than 500 million yuan.
