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 385 shares for 5 consecutive days
Statistics show that as of the closing on February 23, 385 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 36 consecutive days; C&S Paper Co.Ltd(002511) the net outflow of main funds for 28 consecutive days ranked second. In terms of the total scale of net outflow of main funds, Huatai Securities Co.Ltd(601688) has the largest net outflow of main funds, with a cumulative net outflow of 1.075 billion yuan for 8 consecutive days, Muyuan Foods Co.Ltd(002714) followed by a cumulative net outflow of 1.003 billion yuan for 9 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 23, 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 25 consecutive days, ranking first; Poly Developments And Holdings Group Co.Ltd(600048) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Sichuan Yahua Industrial Group Co.Ltd(002497) has the largest net inflow of main funds, with a cumulative net inflow of 1.476 billion yuan for five consecutive days, Tongwei Co.Ltd(600438) followed by a cumulative net inflow of 1.011 billion yuan for five days.
the main capital is added to the warehouse, and the top 10 institutions in electronics, chemical and other industries scramble to raise 10 shares
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net inflow of 7.123 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 13 industry sectors showed net capital inflow today, among which the electronic industry sector had the largest net capital inflow, with a net inflow of 5.506 billion yuan; The main net capital inflow of the industry sector also ranks first in electrical equipment, chemical industry, automobile, non bank finance, national defense and military industry.
northbound funds:
closed two days after a net sale of small backflow of north to reduce Zhejiang Yongtai Technology Co .Ltd(002326) holdings, the first difference in Baijiu (list)
Northbound funds ended the net selling trend for two consecutive trading days. Northbound funds bought a net 1.421 billion yuan throughout the day, including 926 million yuan for Shanghai Stock connect and 495 million yuan for Shenzhen Stock connect. The top ten active stocks are divided into Baijiu shares. Kweichow Moutai Co.Ltd(600519) continued to be reduced today. So far, it has been sold for three consecutive trading days, with a cumulative net sales amount of more than 2.7 billion yuan. Wuliangye Yibin Co.Ltd(000858) got a net purchase of 228 million yuan today.
69 stocks have more than 10% of the north facing funds in circulation
Statistics show that as of February 22, 2319 shares were held by northbound funds, with a total shareholding of 105.447 billion shares and a total market value of 2.50 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.
14 shares such as Wuxi Apptec Co.Ltd(603259) , Yunnan Energy New Material Co.Ltd(002812) were increased by more than 100 million yuan
Statistics show that on February 22, a total of 543 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 Wuxi Apptec Co.Ltd(603259) , the latest holding is 174 million shares, an increase of 2.52% month on month, and the increased market value is 413 million yuan; The market value of increased holdings is large, and there are Yunnan Energy New Material Co.Ltd(002812) , China State Construction Engineering Corporation Limited(601668) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) and other stocks.
list of shares greatly increased by northbound funds
Statistics show that on February 22, the shareholding of 543 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, 43 of the increased positions have an increased market value of more than 50 million yuan. The largest increase in market value is Wuxi Apptec Co.Ltd(603259) , the latest holding is 174 million shares, an increase of 2.52% month on month, and the increased market value is 413 million yuan, followed by Yunnan Energy New Material Co.Ltd(002812) China State Construction Engineering Corporation Limited(601668) , the market value of increased holdings was 279 million yuan and 191 million yuan respectively.
15 shares were increased by more than 30% Xi'An Chenxi Aviation Technology Corp.Ltd(300581) with the largest increase
Statistics show that as of February 22, a total of 543 stocks have been increased by land stock connect. Among them, there were 15 companies with a month on month increase of more than 30%, and Xi'An Chenxi Aviation Technology Corp.Ltd(300581) had the largest month on month increase. Land stock connect recently held 712900 shares, with a month on month increase of 250.62% over the previous trading day; There are also Tansun Technology Co.Ltd(300872) , Beijing Certificate Authority Co.Ltd(300579) , Zhejiang Shibao Company Limited(002703) , Chutian Dragon Co.Ltd(003040) , Guangdong Aofei Data Technology Co.Ltd(300738) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 513 million rush to raise Hoshine Silicon Industry Co.Ltd(603260) foreign capital net buys 5 shares and institutions net buys 12 shares
On February 23, Hoshine Silicon Industry Co.Ltd(603260) was the largest net inflow of funds among the dragon and tiger stocks on the list, with a net inflow of 513 million yuan on the third day. Data show that the stock closed within the daily limit, up 25.99% in the past three days. The net inflow of funds into the top seat of Shanghai Stock connect was 56.439 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 12 were net bought by the institution, Hoshine Silicon Industry Co.Ltd(603260) was the most bought, with a net purchase of 694 million yuan in three days. In addition, 10 shares were sold by institutions, and Sichuan Yahua Industrial Group Co.Ltd(002497) was sold the most, amounting to 235 million yuan.
block transaction:
on February 23, 327 block transactions occurred in 119 stocks in Shanghai and Shenzhen, with a total turnover of 4.089 billion yuan
On February 23, 327 block transactions occurred in 119 stocks in Shanghai and Shenzhen, with a total turnover of 4.089 billion yuan. Among them, there were 133 block transactions in 55 stocks in Shanghai Stock Exchange, with a total turnover of 1.765 billion yuan; There were 192 block transactions in 62 stocks in Shenzhen, with a total turnover of 2.321 billion yuan. The stock index closed at 3489.15 points, up 0.93%, with a turnover of 415.63 billion yuan.
hot money information:
the business department's favorite individual stocks were exposed, with a net purchase of more than 100 million yuan
Statistics show that on February 23, the business department bought a net 209 million yuan of funds in the dragon and tiger list, of which 22 stocks were bought and 20 stocks were sold.
The net purchases of more stocks were Sichuan Yahua Industrial Group Co.Ltd(002497) , Naura Technology Group Co.Ltd(002371) , Zhejiang Yongtai Technology Co .Ltd(002326) and so on. The net purchase amount accounted for 7.91%, 7.98% and 3.90% of the turnover on that day. In addition, the top stocks sold by the business department were Capitalonline Date Service Co.Ltd(300846) , Hengbao Co.Ltd(002104) , Beijing Hanjian Heshan Pipeline Co.Ltd(603616) respectively, and the net sales accounted for 5.47%, 2.16% and 13.48% of the turnover on that day.
26 shares were increased by executives Zhejiang Semir Garment Co.Ltd(002563) with the largest amount of increase
Statistics show that in the past 10 trading days (February 9 to February 22), a total of 26 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Zhejiang Semir Garment Co.Ltd(002563) , with a total increase of 5388200 shares, with a total increase amount of 36.1548 million yuan; The second is Shenzhen Inovance Technology Co.Ltd(300124) , with an increase of 382200 shares and an increase of 22.8083 million yuan.
two financial data:
the balance of two cities and two financial institutions increased by 2.1 billion yuan
As of February 22, the balance of two financial institutions in Shanghai and Shenzhen was 172.5288 billion yuan, an increase of 2.1 billion yuan over the previous trading day. Among them, the financing balance was 1629.678 billion yuan, an increase of 2.86 billion yuan over the previous trading day; The balance of securities lending was 95.61 billion yuan, a decrease of 760 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 22, a total of 1875 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 1.4 billion yuan; Tianqi Lithium Corporation(002466) the purchase amount is 990 million yuan; Ganfeng Lithium Co.Ltd(002460) the purchase amount was 827 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 net purchase of 14 shares financed exceeded 100 million yuan Kweichow Moutai Co.Ltd(600519) and the net purchase was the most
Statistics show that on February 22, a total of 1091 stocks were net purchased by financing, and 221 stocks with a net purchase amount of more than 10 million yuan. Among them, 14 financing net purchases exceeded 100 million yuan. The net purchase amount of Kweichow Moutai Co.Ltd(600519) financing ranked first, with a net purchase of 605 million yuan on the same day; The net purchase of Westone Information Industry Inc(002268) , Qinghai Salt Lake Industry Co.Ltd(000792) , Eve Energy Co.Ltd(300014) , Petrochina Company Limited(601857) , Hengbao Co.Ltd(002104) , Anhui Golden Seed Winery Co.Ltd(600199) , Ganfeng Lithium Co.Ltd(002460) , Jiangxi Special Electric Motor Co.Ltd(002176) and other shares financed exceeded 100 million yuan.
the financing balance of six Sci-tech Innovation Board shares including Aohua endoscopy increased by more than 10%
Statistics show that on February 22, the financing balance of 175 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Aohua endoscopy, with the latest financing balance of 33.4195 million yuan, a month on month increase of 28.77%; There are also Bluesword Intelligent Technology Co.Ltd(688557) , Earth-Panda Advanced Magnetic Material Co.Ltd(688077) , Beijing Roborock Technology Co.Ltd(688169) , Shenzhen Lifotronic Technology Co.Ltd(688389) , Shareate Tools Ltd(688257) and other stocks with a large increase in financing balance.
fund data:
fund issuance is cold, and the blue chip fund is closed
Since February, the issuance of funds has ushered in a "cold winter". Not only is the issuance share less than 20 billion in a single month, but the average issuance share is close to the low point in 2018. At the same time, some blue chip funds frequently issued purchase restriction orders and thanked customers behind closed doors. On February 22, Zhonggeng value pilot fund, managed by well-known fund manager Qiu Dongrong, issued a purchase restriction order. The purchase restriction order is not only issued by blue chip equity funds, but also by the "fixed income +" funds with outstanding performance.
