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:
decrypt the main capital flight stocks, with a net outflow of 388 shares for 5 consecutive days
Statistics show that as of the closing on February 11, 388 stocks in Shanghai and Shenzhen had 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 32 consecutive days; Bluestar Adisseo Company(600299) net outflow of main funds for 28 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 2.032 billion yuan for seven consecutive days, Goertek Inc(002241) followed by a cumulative net outflow of 1.783 billion yuan for nine days.
strong stocks tracked the net inflow of main funds into 62 stocks for 5 consecutive days
Statistics show that as of the closing on February 11, a total of 62 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 17 consecutive days, ranking first; Zbom Home Collection Co.Ltd(603801) and other major capital net inflows for 8 consecutive days, ranking second. In terms of the total scale of net inflow of main funds, Ping An Insurance (Group) Company Of China Ltd(601318) has the largest net inflow of main funds, with a cumulative net inflow of 3.189 billion yuan for five consecutive days, Zijin Mining Group Company Limited(601899) followed by a cumulative net inflow of 2.300 billion yuan for five days.
main funds withdraw from pharmaceutical, biological, electronic and other industries, and rush to raise funds in the North China Merchants Bank Co.Ltd(600036) , Zijin Mining Group Company Limited(601899) and
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 30.823 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 7 industry sectors with net capital inflow and 21 industry sectors with net capital outflow. Among them, the pharmaceutical and biological industry sector has the largest net capital outflow, with a net outflow of 8.038 billion yuan; The leading net outflow of main funds in the industry sector is also electronics, electrical equipment, chemical industry, architectural decoration and automobile.
northbound funds:
northbound funds bought a net 1 billion yuan and sold Contemporary Amperex Technology Co.Limited(300750) more than 1.2 billion yuan
On February 11, statistics showed that the total net purchase of northbound funds was 1.005 billion yuan, of which the net purchase of Shanghai Stock connect was 2.359 billion yuan and the net sale of Shenzhen Stock connect was 1.354 billion yuan. Among the top ten traded stocks, the top three net purchases were China Merchants Bank Co.Ltd(600036) , Zijin Mining Group Company Limited(601899) , Wuliangye Yibin Co.Ltd(000858) , with net purchases of 774 million yuan, 513 million yuan and 487 million yuan respectively. The top three net sales are Contemporary Amperex Technology Co.Limited(300750) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) , with net sales of 1.24 billion yuan, 523 million yuan and 281 million yuan respectively.
northbound funds bought a net 10.744 billion yuan a week
Statistics show that the Shanghai stock index rose 3.02% this week, with a cumulative turnover of 559.66 billion yuan and a net purchase of 10.744 billion yuan. Among them, the Shenzhen Stock connect sold a total of 6.610 billion yuan and the Shanghai Stock connect bought a total of 17.354 billion yuan.
Capital increase of 123601.9 billion {45601.9 billion}
Statistics show that on February 10, a total of 696 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, 39 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 756 million shares, an increase of 2.36% month on month, and the increased market value is 944 million yuan; The increased market value is large, and there are Zijin Mining Group Company Limited(601899) , Huatai Securities Co.Ltd(601688) , Luxshare Precision Industry Co.Ltd(002475) , Ping An Bank Co.Ltd(000001) , Anhui Conch Cement Company Limited(600585) and other shares.
list of shares held by northbound funds with a high proportion
Statistics show that as of February 10, 2317 shares were held by northbound funds, with a total shareholding of 106.134 billion shares and a total market value of 2.54 trillion yuan. According to the statistics of the proportion of shareholding, the proportion of the total share capital held by 42 northward funds exceeds 10%, and there are 69 whose shareholding accounts for more than 10% of the circulating shares.
list of increasing positions of funds from the North: the shareholding of 29 shares increased by more than 20% month on month
Statistics show that as of February 10, 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 106.134 billion shares, an increase of 628 million shares compared with the previous trading day. From the perspective of position increase range, there are 29 with a month on month increase of more than 20%.
14 shares were increased by more than 30% Western Mining Co.Ltd(601168) with the largest increase
Statistics show that as of February 10, a total of 696 stocks were increased by land stock connect. Among them, there were 14 with a month on month increase of more than 30%, and the largest month on month increase was Western Mining Co.Ltd(601168) . Land stock connect recently held 27.4926 million shares, with a month on month increase of 64.07% over the previous trading day; There are also Jiangsu Sopo Chemical Co.Ltd(600746) , Trina Solar Co.Ltd(688599) , Hyunion Holding Co.Ltd(002537) , Zhejiang Windey Co.Ltd(300772) , Cngr Advanced Material Co.Ltd(300919) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 178 million rush to raise Jizhong Energy Resources Co.Ltd(000937) foreign capital net buys 3 shares and institutions net buys 7 shares
On February 11, Jizhong Energy Resources Co.Ltd(000937) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net inflow of 178 million yuan on the third day. Data show that the stock rose 9.15% during the day and 20.14% in the past three days. Guangfa Shanghai Zhongshan North 2nd Road, which ranks first in the net flow of funds, bought 111 million yuan on the third day. A total of 26 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, Nanjing Yunhai Special Metals Co.Ltd(002182) was the most bought, with a net purchase of RMB 237 million in three days. In addition, 19 shares were sold by institutions, and Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) was sold the most, amounting to 161 million yuan.
block transaction:
on February 11, there were 82 block transactions in 46 stocks in Shanghai and Shenzhen, with a total turnover of 1.087 billion yuan
On February 11, 82 block transactions occurred in 46 stocks in Shanghai and Shenzhen, with a total turnover of 1.087 billion yuan.
Among them, there were 48 block transactions in 23 stocks in Shanghai Stock Exchange, with a total turnover of 473 million yuan; There were 32 block transactions in 21 stocks in Shenzhen, with a total turnover of 594 million yuan. The Shanghai index closed at 3462.95 points, down 0.66%, with a turnover of 426.298 billion yuan.
boost the confidence of HNA aviation's main industry, and Fang Wei, the actual controller, plans to increase his holding of about 100 million shares
On February 10, Hainan Airlines Holding Co.Ltd(600221) (600221. SH) announced that the company's actual controller Fang Wei plans to increase its shares through the centralized bidding trading system of Shanghai Stock Exchange within six months from February 10, 2022. The number of shares to be increased this time is 50 million to 100 million shares (accounting for about 0.15% to 0.30% of the company's shares). There is no price range for this increase, and the increase will be implemented according to the fluctuation of the company's stock price and the overall trend of the capital market.
Zhejiang Chunhui Intelligent Control Co.Ltd(300943) : the directors, supervisors and senior high school plan to reduce their holdings by no more than 2.0901%
At noon on February 11, Zhejiang Chunhui Intelligent Control Co.Ltd(300943) disclosed that due to their own capital needs, the directors, supervisors and senior management plan to reduce the shares of the company within 6 months after 15 trading days from the date of disclosure of this announcement, with a total of no more than 2.84 million shares and no more than 2.0901% of the total share capital of the company.
two financial data:
the balance of two cities and two financial institutions decreased by 1.136 billion yuan
As of February 10, the balance of two financial institutions in Shanghai and Shenzhen was 172.352 billion yuan, a decrease of 1.136 billion yuan compared with the previous trading day. Among them, the financing balance was 1624.158 billion yuan, a decrease of 954 million yuan compared with the previous trading day; The balance of securities lending was 97.194 billion yuan, a decrease of 182 million yuan compared with the previous trading day.
The net purchase of 10 shares financed exceeded 100 million yuan Wuxi Apptec Co.Ltd(603259) and the net purchase was the most
Statistics show that on February 10, 1126 stocks were net purchased by financing, and 194 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan. The net purchase amount on the same day was 25.96 billion yuan, accounting for 60.32 billion yuan; Individual stocks with a net financing purchase amount of more than 100 million yuan include China stock market news, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Midea Group Co.Ltd(000333) , Muyuan Foods Co.Ltd(002714) , Yunnan Energy New Material Co.Ltd(002812) , Sungrow Power Supply Co.Ltd(300274) , Iflytek Co.Ltd(002230) .
the proportion of financing customers controlling more than one share (with list)
Statistics show that on February 10, the financing balance of Shanghai and Shenzhen was 1624.158 billion yuan, accounting for 2.29% of the circulation market value of a shares. Among the two financial target stocks, there are 69 stocks with financing balance accounting for more than 10% of the circulating market value, 753 stocks with financing balance accounting for 5% ~ 10%, 1246 stocks with financing balance accounting for 1% ~ 5% and 198 stocks with financing balance accounting for no more than 1%.
the financing balance of seven Sci-tech Innovation Board shares including Hemai shares increased by more than 10%
Statistics show that on February 10, there were 226 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 7 shares increased by more than 10%. The largest increase in financing balance was Hemai shares, with the latest financing balance of 140032900 yuan, a month on month increase of 28.6%; Other stocks with large increase in financing balance include Anhui Ronds Science & Technology Incorporated Company(688768) , Zhenlei technology, Suzhou Sonavox Electronics Co.Ltd(688533) , Dongguan Dingtong Precision Metal Co.Ltd(688668) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) .
fund data:
There are 91 newly established funds in the market, accounting for 76.79%
According to the data, as of January 2022, there were 91 newly established funds in the market, with an issuance share of 86.024 billion and an average issuance share of 945 million. Among them, 14 equity funds issued 3.511 billion shares, accounting for 4.08%. There are 61 hybrid funds, with an issued share of 66.055 billion, accounting for 76.79%. Ten bond funds issued 8.784 billion shares, accounting for 10.21%.
