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 86 shares for 5 consecutive days
Statistics show that as of the closing on February 9, a total of 86 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 net capital inflow for 16 consecutive days; Liqun Commercial Group Co.Ltd(601366) for 15 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 4.789 billion yuan for 16 consecutive days, Industrial And Commercial Bank Of China Limited(601398) followed by a cumulative net inflow of 1.319 billion yuan for 6 days.
decrypt the main capital flight stocks, with a net outflow of 328 shares for 5 consecutive days
Statistics show that as of the closing on February 9, 328 stocks in Shanghai and Shenzhen had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Suzhou Victory Precision Manufacture Co.Ltd(002426) ranked first in terms of net outflow of main funds for 30 consecutive days; Bluestar Adisseo Company(600299) net outflow of main funds for 26 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Sungrow Power Supply Co.Ltd(300274) has the largest net outflow of main funds, with a cumulative net outflow of 1.65 billion yuan for five consecutive days, Daan Gene Co.Ltd(002030) followed by a cumulative net outflow of 1.181 billion yuan for 13 days.
63 shares won the main position of more than 100 million yuan, and the northward funds were scrambled to raise Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) and
In terms of individual stocks, 2293 stocks received a net inflow of main funds today, of which 63 stocks received a net inflow of more than 100 million yuan. China Mobile received the largest net inflow of main funds, with a net inflow of 983 million yuan; Among the top stocks in the net inflow of main funds are Wuliangye Yibin Co.Ltd(000858) , Jiangxi Special Electric Motor Co.Ltd(002176) , Zijin Mining Group Company Limited(601899) , Tibet Mineral Development Co.Ltd(000762) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , with net inflows of 685 million yuan, 635 million yuan, 592 million yuan and 541 million yuan respectively.
northbound funds:
northbound capital bought a net 480 million yuan to increase its position Ping An Insurance (Group) Company Of China Ltd(601318) nearly 500 million yuan
On February 9, statistics showed that the total net purchase of northbound funds was 484 million yuan, of which the net purchase of Shanghai Stock connect was 984 million yuan and the net sale of Shenzhen Stock connect was 500 million yuan. Among the top ten traded stocks, the top three in net purchases were Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) , China Merchants Bank Co.Ltd(600036) , with net purchases of 486 million yuan, 440 million yuan and 414 million yuan respectively. The top three net sales are Longi Green Energy Technology Co.Ltd(601012) , Wuxi Apptec Co.Ltd(603259) , Yunnan Energy New Material Co.Ltd(002812) , with net sales of 681 million yuan, 389 million yuan and 232 million yuan respectively.
26 shares including Goertek Inc(002241) were increased by more than 100 million yuan
Statistics show that on February 8, a total of 729 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, 26 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 729 million shares, an increase of 1.44% month on month, and the increased market value is 548 million yuan; The market value of increased holdings is large, and there are China Merchants Bank Co.Ltd(600036) , Goertek Inc(002241) , Industrial Bank Co.Ltd(601166) and other stocks.
68 stocks have more than 10% of the north facing funds in circulation (list)
Statistics show that as of February 8, 2317 shares were held by northbound funds, with a total shareholding of 105.291 billion shares and a total market value of 2.53 trillion yuan. According to the statistics of shareholding ratio, 43 shares held more than 10% of the total share capital, and 68 held more than 10% of the circulating shares.
26 shares increased their positions by more than 30% Gohigh Data Networks Technology Co.Ltd(000851) with the largest increase
Statistics show that as of February 8, a total of 729 stocks have been increased by land stock connect. Among them, there were 26 with a month on month increase of more than 30%, and the largest month on month increase was Gohigh Data Networks Technology Co.Ltd(000851) . Land stock connect recently held 6.6493 million shares, with a month on month increase of 159.15% over the previous trading day; There are also Shanghaichengdiconstructioncorporationltd(603887) , Xiamen Bank Co.Ltd(601187) , Suzhou Slac Precision Equipment Co.Ltd(300382) , Huafon Microfibre (Shanghai) Co.Ltd(300180) , Beijing Spc Environment Protection Tech Co.Ltd(002573) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 367 million yuan to raise Tongling Nonferrous Metals Group Co.Ltd(000630) foreign capital net buys 4 shares and institutions net buys 15 shares
On February 9, Tongling Nonferrous Metals Group Co.Ltd(000630) , with a net capital inflow of 367 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 6.39% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats, with a net purchase of 230 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and an Xu biology was the most bought, with a net inflow of 122 million yuan in the three days. In addition, 10 shares were sold by institutions, and Jiangsu Yoke Technology Co.Ltd(002409) was sold the most, amounting to 211 million yuan.
29 shares were increased by executives Jafron Biomedical Co.Ltd(300529) with the largest amount of increase
Statistics show that in the past 10 trading days (January 19 to February 8), a total of 29 shares of listed companies were increased by senior executives. In terms of the amount of increased holdings, the largest amount of increased holdings in recent 10 days is Jafron Biomedical Co.Ltd(300529) , with a cumulative increase of 2.0898 million shares, with a total increase of 105 million yuan; The second is Aier Eye Hospital Group Co.Ltd(300015) , with an increase of 1255400 shares and an increase of 42.2071 million yuan.
"Bing dwen dwen" Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) seized three Lian ban controlling shareholder holdings 2%
In February 9th, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) Bing dwen dwen, the first stock of the "ice pier pier", again went on the same word, after the stock had risen two two characters. Shuey Rhon Rhon, Bing dwen dwen, on February 8th, Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) answered the questions of investors on the interactive platform of the Shenzhen Stock Exchange, which is the only company in A stock producing frozen pier and snow plush toys.
It is worth noting that Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) announced on February 8 that the controlling shareholder Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) (Beijing) Investment Co., Ltd. reduced about 4.4196 million shares of the company from January 4, 2022 to February 8, 2022, accounting for 2% of the total shares of the company.
At the same time, it also announced a reduction plan: some directors, supervisors and senior managers plan to reduce their holdings by no more than 0.315%.
block transaction:
on February 9, 152 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.923 billion yuan
On February 9, 152 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.923 billion yuan. Among them, there were 74 block transactions in 32 stocks in Shanghai stock market, with a total turnover of 1.908 billion yuan; There were 77 block transactions in 42 stocks in Shenzhen, with a total turnover of 1.014 billion yuan. The Shanghai index closed at 3479.95 points, up 0.79%, with a turnover of 393.72 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, and the net purchase of 2 stocks exceeded 100 million yuan
Statistics show that on February 9, the business department net bought 247 million yuan of funds in the dragon and tiger list, of which 20 stocks were net bought and 14 stocks were net sold. The net purchases of more stocks were Jiangxi Special Electric Motor Co.Ltd(002176) , Inner Mongolia Mengdian Huaneng Thermal Power Corporation Limited(600863) , Elion Clean Energy Company Limited(600277) and so on. The net purchase amount accounted for 5.56%, 16.86% and 12.25% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Zhongyan Technology Co.Ltd(003001) and adopted shares respectively, and the net sales accounted for 9.11%, 7.49% and 8.20% of the turnover on that day.
two financial data:
the balance of two cities and two financial institutions decreased by 366 million yuan
As of February 8, the balance of two financial institutions in Shanghai and Shenzhen was 1717.608 billion yuan, a decrease of 366 million yuan compared with the previous trading day. Among them, the financing balance was 1622.476 billion yuan, a decrease of 1.316 billion yuan compared with the previous trading day; The balance of securities lending was 95.132 billion yuan, an increase of 950 million yuan over the previous trading day.
The net purchase of 7 shares financed exceeded 100 million yuan Kweichow Moutai Co.Ltd(600519) and the net purchase was the most
Statistics show that on February 8, a total of 1043 stocks were net purchased by financing, and 209 stocks with a net purchase amount of more than 10 million yuan. Among them, 7 financing net purchases exceeded 100 million yuan. The net purchase amount of Kweichow Moutai Co.Ltd(600519) financing ranked first, with a net purchase of 518 million yuan on the same day; Individual stocks with a net financing purchase amount of more than 100 million yuan include China stock market news, Wuxi Apptec Co.Ltd(603259) , Luxshare Precision Industry Co.Ltd(002475) , Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , China Communications Construction Company Limited(601800) .
the financing balance of gem increased by 285 million yuan, and 11 shares were greatly increased by financiers
Statistics show that the latest financing balance of GEM stocks was 190.352 billion yuan, an increase of 285 million yuan month on month. The financing balance of 11 stocks increased by more than 10% month on month, and 25 stocks decreased by more than 5% month on month.
the financing balance of 19 science and technology innovation board shares such as chuangyao technology increased by more than 5%
Statistics show that on February 8, there were 184 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 19 shares increased by more than 5%. The largest increase in financing balance was chuangyao technology, with the latest financing balance of 74.5861 million yuan, a month on month increase of 20.59%; Other stocks with large increase in financing balance include Qingdao Novelbeam Technology Co.Ltd(688677) , Donglai Coating Technology(Shanghai) Co.Ltd(688129) , Aofu Environmental Technology Co.Ltd(688021) , Cabio Biotech (Wuhan) Co.Ltd(688089) , Careray Digital Medical Technology Co.Ltd(688607) .
fund data:
the issuance of new funds in a single month hit a 21 month low. Fund managers generally believe that the market is not short of investment opportunities
According to the data, 148 new funds were established in January this year, raising 118.82 billion yuan a month, while the issuance scale in December last year was 303.6 billion yuan, a month on month decrease of more than 60%. At the same time, the data also hit a new low since April 2020.
