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 97 stocks for 5 consecutive days
Statistics show that as of the closing on February 10, a total of 97 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days. Liqun Commercial Group Co.Ltd(601366) net inflow of main funds for 16 consecutive days, ranking first; Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Chongqing Zhifei Biological Products Co.Ltd(300122) has the largest net inflow of main funds, with a cumulative net inflow of 1.415 billion yuan for 8 consecutive days, Bank Of Ningbo Co.Ltd(002142) followed by a cumulative net inflow of 777 million yuan for 9 days.
the main capital flowed into cyclical stocks, mining leaders were favored by two major funds, and the pharmaceutical sector was sold off at the end of the day
Statistics show that 32 shares received a net inflow of more than 100 million yuan, while 66 shares received a net outflow of more than 100 million yuan. The net inflow of the main capital of Sanyuan biology is the largest, with a net inflow of 1.173 billion yuan. Other stocks with the highest net inflow include Andon Health Co.Ltd(002432) , Ping An Insurance (Group) Company Of China Ltd(601318) , Zijin Mining Group Company Limited(601899) .
on February 10, the net inflow of main funds in Shanghai and Shenzhen stock markets was 9.722 billion yuan, and the warehouse was added for agriculture, forestry, animal husbandry and fishery, chemical industry and building decoration
Statistics show that on February 10, the net inflow of main funds in Shanghai and Shenzhen stock markets was 9.722 billion yuan. At the industry level, agriculture, forestry, animal husbandry and fishery, chemical industry and architectural decoration ranked first in the net purchase amount of main funds, with 2.838 billion yuan, 2.732 billion yuan and 2.057 billion yuan respectively. The net sales of electrical equipment, electronics and automobiles by the main funds ranked first, with 2.169 billion yuan, 1.896 billion yuan and 1.6 billion yuan respectively.
northbound funds:
northbound funds have net inflow into longhubang institutions for two consecutive days, and net sales of Wuxi Apptec Co.Ltd(603259) and other
The transaction volume of northbound capital today was 106.227 billion yuan, with a net purchase of 4.52 billion yuan for two consecutive trading days. In terms of active individual stocks, the net purchases of northbound funds are Ping An Insurance (Group) Company Of China Ltd(601318) , Zijin Mining Group Company Limited(601899) , Luxshare Precision Industry Co.Ltd(002475) , China Merchants Bank Co.Ltd(600036) , Wuxi Apptec Co.Ltd(603259) , with net purchases of 938 million yuan, 927 million yuan, 281 million yuan, 227 million yuan and 206 million yuan respectively. The net sales of Longi Green Energy Technology Co.Ltd(601012) , China stock market news, Ganfeng Lithium Co.Ltd(002460) , China Tourism Group Duty Free Corporation Limited(601888) by northbound capital were 419 million yuan, 370 million yuan, 192 million yuan and 143 million yuan respectively.
24 shares of were reduced by more than 20%
Statistics show that as of February 9, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2317 shares, with a total shareholding of 105.506 billion shares, an increase of 215 million shares compared with the previous trading day. From the reduction of individual shares held by land stock connect, there were 24 with a month on month decrease of more than 20%.
list of shares held by northbound funds with a high proportion
Statistics show that as of February 9, 2317 shares were held by northbound funds, with a total shareholding of 105.506 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.
33 shares increased their positions by more than 30% Beijing Watertek Information Technology Co.Ltd(300324) with the largest increase
Statistics show that as of February 9, a total of 763 stocks have been increased by land stock connect. Among them, there were 33 companies with a month on month increase of more than 30%, and Beijing Watertek Information Technology Co.Ltd(300324) had the largest month on month increase. Land stock connect recently held 24.6899 million shares, with a month on month increase of 246.42% over the previous trading day; There are also Chongqing Gas Group Corporation Ltd(600917) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) , Tansun Technology Co.Ltd(300872) , Sinomine Resource Group Co.Ltd(002738) , Huafon Microfibre (Shanghai) Co.Ltd(300180) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: RMB 325 million rush to raise three yuan biological foreign capital net buy 4 shares, institutions net buy 5 shares
On February 10, among the stocks on the list, the largest net capital inflow was Sanyuan biology, which was 325 million yuan. The data showed that the stock was first listed within the day and rose 17.12% to the close, with a turnover rate of 68.44% throughout the day. The net capital flow into the top Huatai Rongchao business center, with a net purchase of 36.9035 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 5 were net bought by the institution, Shenzhen Kingsino Technology Co.Ltd(002548) was the most bought, with a net purchase of 109 million yuan in three days. In addition, 19 shares were net sold by institutions, Wuxi Apptec Co.Ltd(603259) was the most sold, with a net sales of 1.272 billion yuan in three days.
block transaction:
on February 10, 121 block transactions occurred in 61 stocks in Shanghai and Shenzhen, with a total turnover of 2.628 billion yuan
On February 10, 121 block transactions occurred in 61 stocks in Shanghai and Shenzhen, with a total turnover of 2.628 billion yuan. Among them, there were 57 block transactions in 27 stocks in Shanghai Stock Exchange, with a total turnover of 1.587 billion yuan; There were 63 block transactions in 33 stocks in Shenzhen, with a total turnover of 1.041 billion yuan. The Shanghai index closed at 3485.91 points, up 0.17%, with a turnover of 404.969 billion yuan.
hot money information:
the business department's favorite stocks were exposed, and the net purchase of 4 stocks exceeded 100 million yuan
According to the statistics, the net capital of the business department was 2.77 billion shares in the first 10 months, of which the net capital of the business department was 2.6 billion shares. The net purchases of many stocks were C three yuan, Ningbo Orient Wires & Cables Co.Ltd(603606) , Chengdu Rml Technology Co.Ltd(301050) and so on, and the net purchase amount accounted for 15.39%, 7.83% and 31.31% of the turnover on that day. In addition, the top stocks sold by the business department are Ja Solar Technology Co.Ltd(002459) , Shenzhen Asia Link Technology Development Co.Ltd(002316) , Guangzhou Lingnan Group Holdings Company Limited(000524) respectively, and the net sales amount accounts for 9.21%, 5.87% and 10.37% of the turnover on that day.
12 performance shares increased by shareholders
Statistics show that among the 1191 individual stocks with annual performance growth of more than 50%, 12 were increased by shareholders from December 11, 2021 to February 10, 2022.
Among them, the annual net profit of China Baoan Group Co.Ltd(000009) increased by 58.67%, and shareholders increased their holdings of 36.1821 million shares, with an increase of up to 522 million yuan, with the largest increase in holdings; There are also Shandong Shida Shenghua Chemical Group Company Limite(603026) , Jiangsu Azure Corporation(002245) , Shanghai Zhonggu Logistics Co.Ltd(603565) and other shares with a large amount of additional holdings by shareholders.
two financial data:
the balance of two cities and two financial institutions increased by 4.88 billion yuan
As of February 9, the balance of two financial institutions in Shanghai and Shenzhen was 172.488 billion yuan, an increase of 4.88 billion yuan over the previous trading day. Among them, the financing balance was 1625.112 billion yuan, an increase of 2.636 billion yuan over the previous trading day; The balance of securities lending was 97.376 billion yuan, an increase of 2.244 billion yuan over the previous trading day.
The net purchase of 13 shares financed exceeded 100 million yuan China Vanke Co.Ltd(000002) and the net purchase was the most
Statistics show that on February 9, a total of 1171 stocks were net purchased by financing, and 242 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 100 million yuan. The net purchase amount of China Vanke Co.Ltd(000002) financing ranked first, with a net purchase of 246 million yuan on the same day; Individual stocks with a net financing purchase amount of more than 100 million yuan include China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Jiangxi Special Electric Motor Co.Ltd(002176) , Tibet Mineral Development Co.Ltd(000762) , Yunnan Energy New Material Co.Ltd(002812) , China State Construction Engineering Corporation Limited(601668) , Anhui Kouzi Distillery Co.Ltd(603589) , Longi Green Energy Technology Co.Ltd(601012) , Tongling Nonferrous Metals Group Co.Ltd(000630) .
the financing balance of 9 Sci-tech Innovation Board shares including Hemai shares increased by more than 10%
Statistics show that on February 9, there were 218 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 9 shares increased by more than 10%. The largest increase in financing balance was Hemai shares, with the latest financing balance of 108.8941 million yuan, a month on month increase of 42.82%; Other stocks with large increase in financing balance include Shanghai Yizhong Pharmaceutical Co.Ltd(688091) , Ucap Cloud Information Technology Co.Ltd(688228) , Hangzhou Kelin Electric Co.Ltd(688611) , Shenzhen United Winners Laser Co.Ltd(688518) , Aohua endoscopy and so on.
the financing balance of gem increased by 999 million yuan, and 11 shares were greatly increased by financiers
Statistics show that the latest financing balance of GEM stocks was 191.351 billion yuan, an increase of 999 million yuan month on month. The financing balance of 11 stocks increased by more than 10% month on month, and the financing balance decreased by more than 5% month on month.
fund data:
can oil and gas QDII funds with an increase of more than 15% this year continue to "dominate the list"
Since this year, the continuous shock of the A-share market has made most active equity funds "stop", and as of February 8, the average net value of active partial equity funds has fallen by 10% this year. However, one type of fund has sprung up and become the "leader" in this year's (so far) fund performance ranking. Data show that several oil and gas theme QDII rose by more than 15%, ranking at the top of the fund performance ranking.
fund issues "cold winter"! This indicator hit a 23 month low
In the dismal market adjusted for many consecutive days, the fund issuance also fell into a cold wave. Data show that the average share of the fund established in January hit a new low in nearly 23 months. In the face of the non optimistic issuance market, the fund company took the initiative to reduce the threshold for the establishment of products and issued a number of sponsored funds, including a number of active equity products.
IPO data:
A total of 33 new shares were issued during the year, raising a total of 58.01 billion yuan
Statistics show that, based on the issuance date, as of February 10, a total of 33 companies have raised funds this year, with a cumulative amount of 58.01 billion yuan, and a single company raised an average of 1.813 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, 11 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 3 companies with a fund-raising amount of less than 500 million yuan.
