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 52 stocks for 5 consecutive days
Statistics show that as of the closing on February 15, a total of 52 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 19 consecutive days, ranking first; Anhui Andeli Department Store Co.Ltd(603031) and other major capital net inflows for 10 consecutive days, ranking second. In terms of the total scale of net inflow of main funds, Ganfeng Lithium Co.Ltd(002460) has the largest net inflow of main funds, with a cumulative net inflow of 1.15 billion yuan for five consecutive days, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) followed by a cumulative net inflow of 593 million yuan for seven days.
decrypt the main capital flight stocks, with a net outflow of 417 shares for 5 consecutive days
Statistics show that as of the closing on February 15, 417 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, Bluestar Adisseo Company(600299) ranked first in terms of net outflow of main funds for 30 consecutive days; Shenzhen Center Power Tech.Co.Ltd(002733) and other major capital net outflow for 22 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Daan Gene Co.Ltd(002030) has the largest net outflow of main funds, with a cumulative net outflow of 1.302 billion yuan for 17 consecutive days, Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) followed by a cumulative net outflow of 942 million yuan for 14 days.
the main capital is added to the warehouse, and the northward capital of pharmaceutical, biological, electrical equipment and other industries flows out for two consecutive days
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 8 industry sectors showed net inflow of main funds today. Among them, the pharmaceutical and biological industry sector had the largest net inflow of main funds, and 20 industry sectors showed net outflow of main funds. Among them, the banking sector had the largest net outflow of main funds, with a net outflow of 1.936 billion yuan; The leading net outflow of main funds in the industry sector are chemical industry, non bank finance, computer, leisure services and media.
northbound funds:
northbound funds today had a net outflow of 3.544 billion yuan and a significant net purchase of Sungrow Power Supply Co.Ltd(300274) 307 million yuan
On February 15, the net purchase volume of northbound capital on the same day was -3.544 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was -1.092 billion yuan; The net purchase volume of Shenzhen Stock connect on that day was -2.453 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the funds going north today bought Byd Company Limited(002594) 341 million yuan, bought Wuxi Apptec Co.Ltd(603259) 109 million yuan, bought Sungrow Power Supply Co.Ltd(300274) 307 million yuan, and sold Wuliangye Yibin Co.Ltd(000858) 396 million yuan.
44 shares are favored, and the capital increase of northbound exceeds 50 million yuan
Statistics show that on February 14, the shareholding of 710 shares increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, 44 shares increased their market value by more than 50 million yuan. The largest increase in market value was Citic Securities Company Limited(600030) , and the latest holding was 636 million shares, with a month on month increase of 14.82%. The increase in market value was 2.036 billion yuan, followed by China Tourism Group Duty Free Corporation Limited(601888) Longi Green Energy Technology Co.Ltd(601012) , the market value of increased holdings was 585 million yuan and 333 million yuan respectively.
the proportion of 70 stocks holding circulating funds in the North exceeds 10%
Statistics show that as of February 14, 2319 shares were held by northbound funds, with a total shareholding of 105.749 billion shares and a total market value of 2.49 trillion yuan. According to the statistics of shareholding ratio, 43 shares held more than 10% of the total share capital, and 70 held more than 10% of the circulating shares.
14 shares such as Citic Securities Company Limited(600030) , China Tourism Group Duty Free Corporation Limited(601888) were increased by more than 100 million yuan
Statistics show that on February 14, a total of 710 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, 14 have an increased market value of more than 100 million yuan, the largest is Citic Securities Company Limited(600030) , the latest holding is 636 million shares, an increase of 14.82% month on month, and the increased market value is 2.036 billion yuan; The market value of increased holdings is large, and there are China Tourism Group Duty Free Corporation Limited(601888) , Longi Green Energy Technology Co.Ltd(601012) , Contemporary Amperex Technology Co.Limited(300750) and other stocks.
13 shares increased their positions by more than 50% Chongqing Baiya Sanitary Products Co.Ltd(003006) with the largest increase
Statistics show that as of February 14, a total of 710 stocks have been increased by land stock connect. Among them, there were 13 with a month on month increase of more than 50%, and the largest month on month increase was Chongqing Baiya Sanitary Products Co.Ltd(003006) . Land stock connect recently held 370800 shares, with a month on month increase of 118.09% over the previous trading day; There are also Zhonghong Pulin Medical Products Co.Ltd(300981) , Dongguan Aohai Technology Co.Ltd(002993) , Inly Media Co.Ltd(603598) , Hyunion Holding Co.Ltd(002537) , Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 87 million rush to raise funds, Chengda pharmaceutical institutions net buy 7 shares
On February 15, among the stocks on the list, Chengda pharmaceutical had the largest net capital inflow, with a net inflow of 87.1173 million yuan on the third day. The data showed that the stock had a large daily limit of 20cm, up 35.21% in the past three days. The top net inflow of funds was CITIC Shanghai Liyang Road, which bought 79.4133 million yuan on the third day. A total of 22 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution and Thinkon Semiconductor Jinzhou Corp(688233) was the most bought, amounting to 94.8682 million yuan. In addition, 15 shares were sold by institutions, and Porton Pharma Solutions Ltd(300363) was sold the most, amounting to 223 million yuan.
block transaction:
A total of 1237.2 billion block transactions occurred in Shanghai and Shenzhen stock markets {123567.2}
On February 15, 102 block transactions occurred in 71 stocks in Shanghai and Shenzhen, with a total turnover of 1.56 billion yuan. Among them, there were 56 block transactions in 36 stocks in Shanghai Stock Exchange, with a total turnover of 468 million yuan; There were 40 block transactions in 31 stocks in Shenzhen, with a total turnover of 994 million yuan. The stock index closed at 3446.09 points, up 0.50%, with a turnover of 341.639 billion yuan.
hot money information:
the most favored individual stocks of the business department were exposed, with a net purchase of more than 50 million
Statistics show that on February 15, the sales department sold a net 477 million yuan of funds, including 18 stocks bought and 26 stocks sold.
The net purchases of more stocks were Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Guizhou Wire Rope Co.Ltd(600992) , Honz Pharmaceutical Co.Ltd(300086) and so on. The net purchase amount accounted for 14.61%, 10.05% and 8.94% of the turnover on that day. In addition, the top stocks sold by the business department were Zhejiang Construction Investment Group Co.Ltd(002761) , Yunding Technology Co.Ltd(000409) , Beijing Yuanlong Yato Culture Dissemination Co.Ltd(002878) respectively, and the net sales accounted for 15.17%, 19.08% and 9.58% of the turnover on that day.
Sinostar Cable Co.Ltd(300933) : Tianjin new vision reduced 4.585 million shares of the company
It was announced at noon on February 15 that Tianjin xinyuanjing, a shareholder holding more than 5%, reduced 4585000 shares of the company through block trading from February 11, 2022 to February 14, 2022, accounting for 1% of the total share capital of the company.
two financial data:
the balance of two cities and two financial institutions increased by 1.842 billion yuan
As of February 14, the balance of the two financial institutions in Shanghai and Shenzhen was 1715.895 billion yuan, an increase of 1.842 billion yuan over the previous trading day. Among them, the financing balance was 1620.967 billion yuan, an increase of 3.017 billion yuan over the previous trading day; The balance of securities lending was 94.928 billion yuan, a decrease of 1.175 billion yuan compared with the previous trading day.
The net purchase of 20 shares financed exceeded 100 million yuan China State Construction Engineering Corporation Limited(601668) and the net purchase was the most
Statistics show that on February 14, a total of 1088 stocks were net purchased by financing, and 226 stocks with a net purchase amount of more than 10 million yuan. Among them, 20 financing net purchases exceeded 100 million yuan. The net purchase amount of China State Construction Engineering Corporation Limited(601668) financing ranked first, with a net purchase of 287 million yuan on the same day; The net purchase of shares such as Hunan Valin Steel Co.Ltd(000932) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Ping An Insurance (Group) Company Of China Ltd(601318) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Petrochina Company Limited(601857) , Industrial Bank Co.Ltd(601166) , China Vanke Co.Ltd(000002) , Gf Securities Co.Ltd(000776) by financing exceeded 100 million yuan.
the financing balance of seven science and Innovation Board shares such as Dizhe pharmaceutical increased by more than 5%
Statistics show that on February 14, there were 174 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 5%. The largest increase in financing balance was Dizhe pharmaceutical, with the latest financing balance of 47.5084 million yuan, a month on month increase of 14.21%; There are also Shenzhen Yhlo Biotech Co.Ltd(688575) , Suzhou Recodeal Interconnect System Co.Ltd(688800) , Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , Shenzhen Fortune Trend Technology Co.Ltd(688318) , Oke Precision Cutting Tools Co.Ltd(688308) and other stocks with a large increase in financing balance.
more than 90% of the industry has been reduced. What is the favorite stock of financiers?
The net sales volume of financiers in January was 91.8 billion yuan. Since February, they have increased their positions by 680 million yuan, and the pace of reducing their positions has slowed down. As of February 14, the financing balance of Shanghai and Shenzhen stock markets was 1.62 trillion. In terms of industries, the top three financing balance are still pharmaceutical and biological, non bank finance and electronic industries. Compared with the end of 2021, more than 90% of the industries suffered from the reduction of positions by financing customers. Among them, the net sales of financing in three major industries such as nonferrous metals, electronics and basic chemical industry exceeded 7 billion yuan. The market performance of these three industries was good last year, and the index of nonferrous metals industry increased by more than 40% in 2021.
fund data:
fund managers who take office and leave frequently put on a “Walking Horse lantern” at the beginning of the year
From the perspective of change types, the number of fund managers leaving office continues to increase. The data show that there are 35 fund managers in the same period since 2021 and 2022, which is higher than that in the same period since 2022. Specifically, 35 resigned fund managers are distributed in 31 fund companies, including 3 fund managers of ICBC Credit Suisse fund and Boshi fund.
