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 331 shares for five consecutive days
The statistics showed that the main shares had been net outflow for two consecutive months or more as of the 21st of May. In terms of the duration of net outflow, Bluestar Adisseo Company(600299) ranked first in terms of net outflow of main funds for 34 consecutive days; Shenzhen Center Power Tech.Co.Ltd(002733) and other major capital net outflow for 26 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, China Three Gorges Renewables (Group) Co.Ltd(600905) has the largest net outflow of main funds, with a cumulative net outflow of 1.182 billion yuan for 8 consecutive days, Gf Securities Co.Ltd(000776) followed by a cumulative net outflow of 857 million yuan for 6 days.
strong stocks tracked the net inflow of main funds into 57 stocks for 5 consecutive days
Statistics show that as of the closing on February 21, a total of 57 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 23 consecutive days, ranking first; Shandong Yulong Gold Co.Ltd(601028) for 14 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Anhui Golden Seed Winery Co.Ltd(600199) has the largest net inflow of main funds, with a cumulative net inflow of 1.143 billion yuan for six consecutive days, Suzhou Ta&A Ultra Clean Technology Co.Ltd(300390) followed by a cumulative net inflow of 793 million yuan for 11 days.
40 shares won the main position of more than 100 million yuan, and the northward capital withdrawal Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) and
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 11.186 billion yuan. In terms of individual stocks, 1802 individual stocks received a net inflow of main funds today, of which 40 stocks received a net inflow of more than 100 million yuan. Sichuan Yahua Industrial Group Co.Ltd(002497) received the largest net inflow of main funds, with a net inflow of 536 million yuan; Among the top stocks in the net inflow of main funds are Anhui Golden Seed Winery Co.Ltd(600199) , Sinomine Resource Group Co.Ltd(002738) , Szzt Electronics Co.Ltd(002197) , Tianqi Lithium Corporation(002466) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) , with net inflows of 435 million yuan, 375 million yuan, 286 million yuan, 245 million yuan and 221 million yuan respectively.
on February 21, the net inflow of main funds in Shanghai and Shenzhen stock markets was 17.263 billion yuan, and the positions of computers, medicine, biology and media were increased
Statistics show that on February 21, the net inflow of main funds in Shanghai and Shenzhen stock markets was 17.263 billion yuan. From the industry level, the net purchase amount of main funds obtained by computer, medicine, biology and media ranked first, with 5.593 billion yuan, 2.883 billion yuan and 2.285 billion yuan respectively. Non ferrous metals, banks and transportation were among the top in terms of net sales of main funds, with 1.081 billion yuan, 903 million yuan and 272 million yuan respectively.
northbound funds:
North all day long net selling of more than 3 billion 500 million yuan, Contemporary Amperex Technology Co.Limited(300750) sold the Baijiu (list)
Northbound funds ended the net buying trend in the previous two trading days and resumed net selling again. Northbound funds sold a net 3.522 billion yuan throughout the day, including 2.921 billion yuan for Shanghai Stock connect and 601 million yuan for Shenzhen Stock connect. In terms of the top ten active stocks, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) obtained net sales of 696 million yuan, 430 million yuan and 424 million yuan respectively. The net purchase amount of Contemporary Amperex Technology Co.Limited(300750) ranks first, with an amount of 551 million yuan.
list of shares greatly increased by northbound funds
Statistics show that on February 18, the shareholding of 930 shares increased month on month compared with the previous trading day. Based on the number of increased shares and the closing price of the day, 48 of the increased positions have an increased market value of more than 50 million yuan. The largest increase in market value is Contemporary Amperex Technology Co.Limited(300750) , and the latest holding is 191 million shares, an increase of 0.35% month on month. The increased market value is 355 million yuan, followed by Ping An Insurance (Group) Company Of China Ltd(601318) Wuliangye Yibin Co.Ltd(000858) , the market value of increased holdings was 277 million yuan and 260 million yuan respectively.
list of substantial shareholding reduction of northbound funds
Statistics show that on February 18, the shareholding of 619 shares decreased month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 182 shares with a market value of more than 10 million yuan, 40 with a market value of more than 50 million yuan, and Hoshine Silicon Industry Co.Ltd(603260) with the largest market value. The latest shareholding was 10.6549 million shares, a month on month decrease of 26.21%, The reduced market value was 420 million yuan, followed by Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , Tongwei Co.Ltd(600438) , and the reduced market value was 227 million yuan and 219 million yuan respectively.
16 shares such as Contemporary Amperex Technology Co.Limited(300750) , Wuliangye Yibin Co.Ltd(000858) were increased by more than 100 million yuan
Statistics show that on February 18, a total of 930 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, 16 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 191 million shares, an increase of 0.35% month on month, and the increased market value is 355 million yuan; There is a large market value of holdings, as well as Ping An Insurance (Group) Company Of China Ltd(601318) , Wuliangye Yibin Co.Ltd(000858) , China stock market news and other stocks.
29 shares increased their positions by more than 30% Guangdong Shunkong Development Co.Ltd(003039) with the largest increase
Statistics show that as of February 18, a total of 930 stocks have been increased by land stock connect. Among them, there were 29 companies with a month on month increase of more than 30%, and Guangdong Shunkong Development Co.Ltd(003039) had the largest month on month increase. Land stock connect recently held 406300 shares, with a month on month increase of 197.86% over the previous trading day; There are also Shaanxi Construction Engineering Group Corporation Limited(600248) , Shaanxi Heimao Coking Co.Ltd(601015) , Beijing Watertek Information Technology Co.Ltd(300324) , Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , Beijing Philisense Technology Co.Ltd(300287) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 199 million rush to raise Yotrio Group Co.Ltd(002489) foreign capital net buys 2 shares and institutions net buys 7 shares
On February 21, Yotrio Group Co.Ltd(002489) was the largest net capital inflow among the dragon and tiger stocks on the list, with a net inflow of 199 million yuan on the third day. Data show that the stock closed within the daily limit, up 33.04% in the past three days.
Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 21.594 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, Sinomine Resource Group Co.Ltd(002738) was the most bought, with a net purchase of 60.9203 million yuan in three days. In addition, 15 shares were sold by institutions, and Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) was sold the most, with 160 million yuan.
block transaction:
on February 21, 119 block transactions occurred in 76 stocks in Shanghai and Shenzhen, with a total turnover of 1.955 billion yuan
On February 21, 119 block transactions occurred in 76 stocks in Shanghai and Shenzhen, with a total turnover of 1.955 billion yuan. Among them, there were 46 block transactions in 28 stocks in Shanghai Stock Exchange, with a total turnover of 607 million yuan; There were 69 block transactions in 44 stocks in Shenzhen, with a total turnover of 1.338 billion yuan. The Shanghai index closed at 3490.61 points, down 0.00%, with a turnover of 345.399 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 21, the business department sold 310 million yuan of funds, including 19 stocks bought and 13 stocks sold. The net purchases of more stocks were Sichuan Xun You Network Technology Co.Ltd(300467) , Hangzhou Cncr-It Co.Ltd(300250) , Gansu Longshenrongfa Pharmaceutical Industry Co.Ltd(300534) and so on. The net purchase amount accounted for 15.25%, 7.19% and 8.20% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Zhengping Road & Bridge Construction Co.Ltd(603843) , Shenzhen Urban Transport Planning Center Co.Ltd(301091) respectively, and the net sales accounted for 6.49%, 13.60% and 10.84% of the turnover on that day.
14 important shareholders of the company opened the shareholding increase mode, accumulating an increase of 1.048 billion yuan (with shares)
Statistics show that in the past five trading days (February 14 to February 18), a total of 14 shares of companies have been increased by important shareholders, with a cumulative increase of 100 million shares and a total increase of 1.048 billion yuan. In the same period, a total of 89 important shareholders of the company were involved in the reduction, with a total reduction of 8.987 billion yuan.
In terms of the increase amount, five companies have increased their holdings by more than 50 million yuan in the past five days. The largest increase amount is Sunwoda Electronic Co.Ltd(300207) . During the period, they have increased their holdings by 11.63 million shares, with a total increase amount of 384 million yuan; Followed by Foshan Haitian Flavouring And Food Company Ltd(603288) , with an increase of 1904500 shares and an increase of 164 million yuan; Sunstone Development Co.Ltd(603612) in recent 5 days, shareholders increased their holdings by 146 million yuan, ranking third in the amount of increased holdings.
two financial data:
the balance of two cities and two financial institutions decreased by 4.495 billion yuan
As of February 18, the balance of two financial institutions in Shanghai and Shenzhen was 1716.787 billion yuan, a decrease of 4.495 billion yuan compared with the previous trading day. Among them, the financing balance was 1619.88 billion yuan, a decrease of 3.768 billion yuan compared with the previous trading day; The balance of securities lending was 96.907 billion yuan, a decrease of 727 million yuan compared with the previous trading day.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on February 18, a total of 1875 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 709 million yuan; Tianqi Lithium Corporation(002466) the purchase amount is 594 million yuan; Ganfeng Lithium Co.Ltd(002460) the purchase amount is 585 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on February 18, the financing balance of Shanghai and Shenzhen was 1619.88 billion yuan, accounting for 2.28% of the circulating market value of a shares. Among the two financial target stocks, there are 68 stocks with financing balance accounting for more than 10% of the circulating market value, 774 stocks with financing balance accounting for 5% ~ 10%, 1232 stocks with financing balance accounting for 1% ~ 5% and 195 stocks with financing balance accounting for no more than 1%.
the financing balance of 15 Sci-tech Innovation Board shares such as Weide information increased by more than 5%
Statistics show that on February 18, there were 177 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 15 shares increased by more than 5%. The largest increase in financing balance was Weide information. The latest financing balance was 29.6359 million yuan, with a month on month increase of 24.88%; Other stocks with large increase in financing balance include Zhangjiagang Guangda Special Material Co.Ltd(688186) , Galaxycore Inc(688728) , China Railway High-Speed Electrification Equipment Corporation Limited(688285) , Amlogic (Shanghai) Co.Ltd(688099) , Dongwei semi guide and so on.
fund data:
2189 “fixed income +” funds performed poorly, with only 382 positive returns during the year
As of February 18, there were 2189 “fixed income +” products in the whole market. Since the beginning of the year, there were only 382 products with positive income, accounting for only 17.45%, and the performance differentiation between the beginning and the end was serious. Among them, only one of the 56 convertible bond products achieved positive income, almost all of which were lost.
80% of the positive earnings dividend index fund has become a “safe haven”
Statistics show that as of February 18, the average return of 34 dividend index funds this year was 2.27%. Among them, 28 recorded positive gains, accounting for more than 80%, and 10 gained more than 4%. Specifically, the return of CAITONG CSI Hong Kong dividend a this year reached 9.95%, and the return of Huatai Bairui dividend low volatility ETF reached 6.60%. In addition, the dividend index funds such as ChuangJin Hexin dividend low volatility a, Western Lide state-owned enterprise dividend index enhancement A and Shanghai Investment Morgan Hong Kong stock low wave dividend a all achieved returns of more than 5%.
IPO data:
Since this year, 40 new shares have been issued, raising a total of 64.346 billion yuan
Statistics show that, based on the issuance date, as of February 21, a total of 40 companies have raised funds this year, with a cumulative amount of 64.346 billion yuan, and a single company raised an average of 1.65 billion yuan. From the perspective of districts, there are 20 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, 12 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 7 companies with a fund-raising amount of less than 500 million yuan.
