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 447 shares for 5 consecutive days
Statistics show that as of the closing on February 17, 447 stocks in Shanghai and Shenzhen stock markets had a 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 32 consecutive days; Shenzhen Center Power Tech.Co.Ltd(002733) and other major capital net outflow for 24 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Beijing Cuiwei Tower Co.Ltd(603123) has the largest net outflow of main funds, with a cumulative net outflow of 1.603 billion yuan for six consecutive days, Poly Union Chemical Holding Group Co.Ltd(002037) followed by a cumulative net outflow of 1.175 billion yuan for five days.
strong stocks tracked the net inflow of main funds into 49 stocks for 5 consecutive days
Statistics show that as of the closing on February 17, a total of 49 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 21 consecutive days, ranking first; Toread Holdings Group Co.Ltd(300005) and other major capital net inflows for 12 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 2.318 billion yuan for seven consecutive days, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) followed by a cumulative net inflow of 670 million yuan for nine days.
the main funds are added to the positions of non-ferrous metals, electrical equipment and other industries, and the institutions of the dragon and tiger list rush to raise Tianqi Lithium Corporation(002466) and
From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 10 industry sectors showed net capital inflows today. Among them, the non-ferrous metal industry sector had the largest net capital inflows, with a net inflow of 5.098 billion yuan; The net inflow of the main funds in the industry sector also ranked first in electrical equipment, chemical industry and public utilities, with a net inflow of 2.945 billion yuan, 1.206 billion yuan and 1.136 billion yuan respectively. The main capital of 18 industry sectors showed a net outflow, among which the computer industry sector had the largest net outflow.
northbound funds:
end net sales for 3 consecutive days! The return of funds from the North exceeds 1.7 billion yuan, and the rush to raise Byd Company Limited(002594) nearly 400 million yuan
Today, northbound funds bought a net 1.72 billion yuan, including 1.637 billion yuan for Shanghai Stock connect and 83 million yuan for Shenzhen Stock connect. Northbound funds ended the trend of net sales for three consecutive days. In terms of the top ten active stocks, Byd Company Limited(002594) , Ganfeng Lithium Co.Ltd(002460) and China stock market news ranked first in net purchases, with net purchases of RMB 395 million, RMB 345 million and RMB 339 million respectively. The top three net sales are Eve Energy Co.Ltd(300014) , Zhejiang Yongtai Technology Co .Ltd(002326) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , with net sales of 568 million yuan, 355 million yuan and 169 million yuan respectively.
10 shares such as China Merchants Bank Co.Ltd(600036) , Shenzhen Inovance Technology Co.Ltd(300124) were increased by more than 100 million yuan
Statistics show that on February 16, a total of 697 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 increased positions, there are 10 shares with an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.694 billion shares, an increase of 0.38% month on month, and the increased market value is 328 million yuan; The market value of increased holdings is large, and there are Shenzhen Inovance Technology Co.Ltd(300124) , Cosco Shipping Holdings Co.Ltd(601919) , Wuliangye Yibin Co.Ltd(000858) and other stocks.
69 stocks have more than 10% of the north facing funds in circulation
Statistics show that as of February 16, 2319 shares were held by northbound funds, with a total shareholding of 105.226 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 69 held more than 10% of the circulating shares.
list of shares greatly increased by northbound funds
Statistics show that on February 16, a total of 697 shares increased month on month (MOM) compared with the previous trading day. Based on the number of shares increased and the closing price of the day, among the overweight shares, 29 had an increased market value of more than 50 million yuan. The largest increase in market value was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.694 billion shares, an increase of 0.38% mom, and the increased market value was 328 million yuan, followed by Shenzhen Inovance Technology Co.Ltd(300124) Cosco Shipping Holdings Co.Ltd(601919) , the market value of increased holdings was 307 million yuan and 305 million yuan respectively.
17 shares including Luyang Energy-Saving Materials Co.Ltd(002088) were increased by more than 30%
Statistics show that as of February 16, a total of 697 stocks were increased by land stock connect. Among them, there were 17 with a month on month increase of more than 30%, and Longyuan Power had the largest month on month increase. Land stock connect recently held 56200 shares, with a month on month increase of 550.45% over the previous trading day; There are also Luyang Energy-Saving Materials Co.Ltd(002088) , Jiangsu Sopo Chemical Co.Ltd(600746) , Chunli medical, Hyunion Holding Co.Ltd(002537) , Jiangsu Huahong Technology Co.Ltd(002645) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 446 million rush to raise Tianqi Lithium Corporation(002466) foreign capital net buys 3 shares and institutions net buys 9 shares
On February 17, Tianqi Lithium Corporation(002466) , with a net capital inflow of 446 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 7.65% throughout the day. The top net inflow of funds was Guotai Junan Securities Co.Ltd(601211) Ningbo Caihong North Road, with a net purchase of 195 million yuan, Guotai Junan Securities Co.Ltd(601211) Shanghai Xinzha Road, with a net purchase of 181 million yuan, and Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, with a net purchase of 144 million yuan.
block transaction:
on February 17, 109 block transactions occurred in 62 stocks in Shanghai and Shenzhen, with a total turnover of 2.149 billion yuan
On February 17, 109 block transactions occurred in 62 stocks in Shanghai and Shenzhen, with a total turnover of 2.149 billion yuan. Among them, there were 41 block transactions in 28 stocks in Shanghai Stock Exchange, with a total turnover of 677 million yuan; There were 67 block transactions in 33 stocks in Shenzhen, with a total turnover of 1.469 billion yuan. The stock index closed at 3468.04 points, up 0.06%, with a turnover of 355.783 billion yuan.
Sinostar Cable Co.Ltd(300933) : Tianjin new vision, a shareholder holding more than 5%, reduced 1% of its shares
At noon on February 17, Sinostar Cable Co.Ltd(300933) announced that on February 16, the company received the notification letter on reducing the proportion of Sinostar Cable Co.Ltd(300933) shares to 1% issued by Tianjin new vision, a shareholder holding more than 5%. Tianjin new vision reduced 4.585 million shares of the company through block trading on February 16, accounting for 1% of the total share capital of the company. Before this change, it held 36.255 million shares of the company, accounting for 7.9% of the total share capital of the company; After this change, it holds 31.67 million shares of the company, accounting for 6.9% of the total share capital of the company.
two financial data:
the balance of two cities and two financial institutions increased by 2.088 billion yuan
As of February 16, the balance of two financial institutions in Shanghai and Shenzhen was 172.04 billion yuan, an increase of 2.088 billion yuan over the previous trading day. Among them, the financing balance was 1623.267 billion yuan, an increase of 1.552 billion yuan over the previous trading day; The balance of securities lending was 96.973 billion yuan, an increase of 536 million yuan over the previous trading day.
financiers are optimistic about the purchase of 4 shares, accounting for more than 30% of the transaction
Statistics show that on February 16, a total of 1874 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 883 million yuan; Qinghai Salt Lake Industry Co.Ltd(000792) the purchase amount is 573 million yuan; The purchase amount of China stock market news was 547 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of four individual shares accounts for more than 30% of the turnover.
The net purchase of 20 shares financed exceeded 50 million yuan Qinghai Salt Lake Industry Co.Ltd(000792) and the net purchase was the most
Statistics show that on February 16, 1155 stocks were net purchased by financing, and 231 stocks with a net purchase amount of more than 10 million yuan. Among them, 20 financing net purchases exceeded 50 million yuan. The net purchase amount of Qinghai Salt Lake Industry Co.Ltd(000792) financing ranked first, with a net purchase of 223 million yuan on the same day; The net purchase of Porton Pharma Solutions Ltd(300363) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Guangdong Advertising Group Co.Ltd(002400) , Zhejiang Yongtai Technology Co .Ltd(002326) , Muyuan Foods Co.Ltd(002714) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Beijing Wandong Medical Technology Co.Ltd(600055) , Shanxi Meijin Energy Co.Ltd(000723) and other shares financed exceeded 70 million yuan.
the financing balance of gem increased by 796 million yuan, and 24 shares were increased by financing customers
Statistics show that the latest financing balance of GEM stocks was 192.003 billion yuan, an increase of 796 million yuan month on month. The financing balance of 24 stocks increased by more than 10% month on month, and 18 stocks decreased by more than 5% month on month.
the financing balance of six Sci-tech Innovation Board shares including Kun hengshunwei increased by more than 10%
Statistics show that on February 16, there were 189 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Kun hengshunwei, with the latest financing balance of 39.9142 million yuan, a month on month increase of 79.9%; Other stocks with large increase in financing balance include Aohua endoscopy, Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) , Shenzhen Yhlo Biotech Co.Ltd(688575) , Shareate Tools Ltd(688257) , Amlogic (Shanghai) Co.Ltd(688099) .
fund data:
more than 500 funds withdrew more than 16% of industry theme funds during the year, accounting for 40%
The data show that as of February 16, 168 pharmaceutical theme funds in the whole market (A / C shares are calculated separately), with an average decline of 16.06% since this year; The second is the military theme fund. The data show that there are 40 military theme funds in the whole market (A / C shares are calculated separately). As of February 16, the average decline this year is as high as 16.85%.
