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:
strong stocks tracked the net inflow of main funds into 75 shares for 5 consecutive days
Statistics show that as of the closing on February 8, a total of 75 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. China Mobile ranked first in terms of net capital inflow for 15 consecutive days; Liqun Commercial Group Co.Ltd(601366) for 14 consecutive days, the net inflow of main funds ranked second. In terms of the total size of the net inflow of main funds, China Mobile has the largest net inflow of main funds, with a cumulative net inflow of 3.835 billion yuan for 15 consecutive days, Industrial And Commercial Bank Of China Limited(601398) followed by a cumulative net inflow of 1.092 billion yuan for five days.
the main funds withdrew from the dragon and tiger list institutions in electronics, food and beverage and other industries to raise 11 shares
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 11 industry sectors showed net capital inflow and 17 industry sectors showed net capital outflow. Among them, the electronic industry sector had the largest net capital outflow, with a net outflow of 4.53 billion yuan; Among the top net outflows of main funds in the industry sector are electrical equipment, food and beverage, medicine and biology, non-ferrous metals and chemical industry, with net outflows of 2.824 billion yuan, 2.681 billion yuan, 1.946 billion yuan, 1.562 billion yuan and 1.297 billion yuan respectively.
on February 8, the net inflow of main funds in Shanghai and Shenzhen stock markets was 12.694 billion yuan, including overweight banks, non bank finance and mining
Statistics show that on February 8, the net inflow of main funds in Shanghai and Shenzhen stock markets was 12.694 billion yuan. From the industry level, the net purchase amount of main funds obtained by banks, non bank finance and mining ranked first, with 3.982 billion yuan, 2.205 billion yuan and 2.028 billion yuan respectively. The net sales of electrical equipment, electronics, food and beverage by the main funds ranked first, with 2.701 billion yuan, 1.495 billion yuan and 1.461 billion yuan respectively.
northbound funds:
there was obvious differentiation within the northbound funds. Shenzhen Stock connect sold a net 2.9 billion yuan Contemporary Amperex Technology Co.Limited(300750) and sold 900 million yuan (list)
In terms of northbound funds, the net sales throughout the day were 817 million yuan, of which the net purchase of Shanghai Stock connect was 2.113 billion yuan and the net sale of Shenzhen Stock connect was 2.93 billion yuan. The internal differentiation continued. In terms of the top ten active stocks of northbound capital, Contemporary Amperex Technology Co.Limited(300750) (300750. SZ), Wuxi Apptec Co.Ltd(603259) (603259. SH), Byd Company Limited(002594) (002594. SZ) received net sales of 904 million yuan, 459 million yuan and 298 million yuan respectively. The net purchase amount of Ping An Insurance (Group) Company Of China Ltd(601318) ranks first, with an amount of 546 million yuan.
36 shares including Ping An Insurance (Group) Company Of China Ltd(601318) were increased by more than 100 million yuan
Statistics show that on February 7, a total of 747 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 overweight shares, 36 have an increased market value of more than 100 million yuan, the largest is Ping An Insurance (Group) Company Of China Ltd(601318) , the latest holding is 719 million shares, an increase of 2.87% month on month, and the increased market value is 1.043 billion yuan; There are also China Merchants Bank Co.Ltd(600036) , Byd Company Limited(002594) , China stock market news, Industrial Bank Co.Ltd(601166) , Zijin Mining Group Company Limited(601899) and other stocks with a large market value.
list of shares held by northbound funds with a high proportion
Statistics show that as of February 7, 2318 shares were held by northbound funds, with a total shareholding of 104.596 billion shares and a total market value of 2.55 trillion yuan. According to the statistics of shareholding ratio, 43 shares held more than 10% of the total share capital, and 69 held more than 10% of the circulating shares.
15 shares including Shaanxi Heimao Coking Co.Ltd(601015) were increased by more than 50%
Statistics show that as of February 7, a total of 747 stocks have been increased by land stock connect. Among them, there were 15 companies whose holdings increased by more than 50% month on month, and Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) was the largest month on month increase. Land stock connect recently held 106500 shares, with a month on month increase of 324.92% over the previous trading day; There are also Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Xiamen Bank Co.Ltd(601187) , Shaanxi Heimao Coking Co.Ltd(601015) , Hubei Yihua Chemical Industry Co.Ltd(000422) and other stocks with large month on month growth.
ranking list of positions reduction range of land stock pass (attached shares)
Statistics show that as of February 7, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 104.596 billion shares, an increase of 867 million shares compared with the previous trading day. From the reduction of individual shares held by land stock connect, there were 31 shares with a month on month decrease of more than 20%.
dragon and tiger list:
dragon and tiger list: 247 million rush to raise Andon Health Co.Ltd(002432) foreign capital net buys 7 shares and institutions net buys 18 shares
The net inflow was more than 43002 million yuan, accounting for more than 43002} months. Data show that the stock closed within the daily limit, with a turnover rate of 18.39% throughout the day. GF Shanghai Dongfang Road, which ranks first in net capital inflow, bought 114 million yuan. A total of 32 stocks were involved in the institutional participation in the dragon and tiger list, of which 18 were net bought by the institution, and anxiu biology was the most bought, with 78.4949 million yuan. In addition, 14 shares were sold by institutions, and Starpower Semiconductor Ltd(603290) was sold the most, amounting to 113 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:
3x bull stocks fell more than 30% on the 2nd, and well-known hot money may suffer a sudden loss of 50 million
How destructive is the adjustment of “bull stocks” in the ebb tide period? The explosion of well-known hot money loss of 50 million may highlight the cruel side of the market.
In just two trading days, the share price plunged 34%. In this “stampede” incident, not only the funds for playing the board before the festival suffered a sudden loss, but also the hot money leaders were not spared.
the controlling shareholder plans to continue to increase its shares Sichuan Chuantou Energy Co.Ltd(600674) based on green development and long-term growth
Based on the principle of confidence in the future development of Sichuan Chuantou Energy Co.Ltd(600674) and honesty and trustworthiness, the controlling shareholder of Sichuan Chuantou Energy Co.Ltd(600674) (600674) Sichuan Investment Group plans to extend the relevant share increase plan for 12 months. The matter will be voted at the general meeting of shareholders of the company on February 15, 2022, and the equity registration date of voting shareholders is February 10, 2022.
attention! Jiangsu Riying Electronics Co.Ltd(603286) : the shareholder Jiaxing Dingfeng plans to reduce no more than 2.89 million shares of the company
Jiangsu Riying Electronics Co.Ltd(603286) on February 8, it was announced that as of the disclosure date of this announcement, Jiaxing Dingfeng growth equity investment partnership (limited partnership) held about 2.89 million tradable shares without sales conditions, accounting for about 3.24% of the total share capital of the company. Jiaxing Dingfeng shall reduce its total holdings of no more than 2.89 million shares through centralized bidding or block trading within 6 months after 3 trading days from the date of announcement disclosure, and the proportion of reduction shall not exceed about 3.24% of the total share capital of the company.
two financial data:
the balance of two cities and two financial institutions increased by 4.764 billion yuan
As of February 7, the balance of two financial institutions in Shanghai and Shenzhen was 1717.974 billion yuan, an increase of 4.764 billion yuan over the previous trading day. Among them, the financing balance was 1623.792 billion yuan, an increase of 3.507 billion yuan over the previous trading day; The balance of securities lending was 94.182 billion yuan, an increase of 1.257 billion yuan over the previous trading day.
financiers are optimistic about the purchase of 1 share, accounting for more than 30% of the transaction
Statistics show that on February 7, a total of 1875 stocks were purchased with financing funds, of which China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) was the top stock, with a purchase amount of 1.244 billion yuan; The purchase amount of Contemporary Amperex Technology Co.Limited(300750) is 752 million yuan; Kweichow Moutai Co.Ltd(600519) the purchase amount was 671 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of one individual share accounts for more than 30% of the transaction amount.
The net purchase of 9 shares financed exceeded 100 million yuan China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) and the net purchase was the most
Statistics show that on February 7, a total of 1285 stocks were net purchased by financing, and 275 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan. The net purchase amount of China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) financing ranked first, with a net purchase of 723 million yuan on the same day; Individual stocks with a net financing purchase amount of more than 100 million yuan include Kweichow Moutai Co.Ltd(600519) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Muyuan Foods Co.Ltd(002714) , Zte Corporation(000063) , Ganfeng Lithium Co.Ltd(002460) , Beijing Easpring Material Technology Co.Ltd(300073) , Inspur Electronic Information Industry Co.Ltd(000977) , Ming Yang Smart Energy Group Limited(601615) .
The financing balance of 11 Sci-tech Innovation Board shares including Road Environment Technology Co.Ltd(688156) increased by more than 10%
Statistics show that on February 7, the financing balance of 240 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 11 shares increased by more than 10%. The largest increase in financing balance was Road Environment Technology Co.Ltd(688156) , with the latest financing balance of 60.7333 million yuan, a month on month increase of 29.8%; Other stocks with large increase in financing balance include Zhenlei technology, Jiahe Meikang, Shanghai Newtouch Software Co.Ltd(688590) , Weide information, Jinguan Electric Co.Ltd(688517) .
fund data:
crude oil futures hit a seven-year high, and more than 10% of oil and gas QDII funds rose during the year
According to the data, as of February 7, 13 oil and gas QDII funds (A / C separately, the same below), including noan oil and gas energy, harvest crude oil and southern crude oil, had increased by more than 10% in the year. GF Dow Jones American Petroleum a dollar spot exchange returned 14.85% in the year, ranking first among 188 similar funds. It is worth noting that several oil and gas QDII funds have performed particularly well in recent January, with a maximum increase of 7.8%.
IPO data:
A total of 30 new shares were issued during the year, raising a total of 56.335 billion yuan
Statistics show that, based on the issuance date, as of February 8, a total of 30 companies have raised funds this year, with a cumulative amount of 56.335 billion yuan, and a single company raised an average of 1.943 billion yuan. In terms of districts, there are 18 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.
