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 495 shares for 5 consecutive days
Statistics show that as of the closing on February 24, a total of 495 stocks in Shanghai and Shenzhen 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 37 consecutive days; C&S Paper Co.Ltd(002511) the net outflow of main funds for 29 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 1.426 billion yuan for 9 consecutive days, Muyuan Foods Co.Ltd(002714) followed by a cumulative net outflow of 1.232 billion yuan for 10 days.
strong stocks tracked the net inflow of main funds into 46 shares for 5 consecutive days
Statistics show that as of the closing on February 24, a total of 46 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 consecutive days or more. Liqun Commercial Group Co.Ltd(601366) net inflow of main funds for 26 consecutive days, ranking first; Poly Developments And Holdings Group Co.Ltd(600048) for 11 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Poly Developments And Holdings Group Co.Ltd(600048) has the largest net inflow of main funds, with a cumulative net inflow of 611 million yuan for 11 consecutive days, Changchun High And New Technology Industries (Group) Inc(000661) followed by a cumulative net inflow of 441 million yuan for 5 days.
on February 24, the net outflow of main funds in Shanghai and Shenzhen markets was 25.022 billion yuan, reducing positions in computers, food and beverage and non bank finance
Statistics show that on February 24, the net outflow of main funds in Shanghai and Shenzhen was 25.022 billion yuan. From the industry level, non-ferrous metals, national defense and military industry and architectural decoration ranked first in the net purchase amount of main funds, with 2.457 billion yuan, 2.268 billion yuan and 1.504 billion yuan respectively. The net sales of computers, food and beverage and non bank finance by the main funds ranked first, with 6.196 billion yuan, 5.356 billion yuan and 3.827 billion yuan respectively.
net sales of main capital, computer, chemical and other stocks, net sales of northward capital Ping An Insurance (Group) Company Of China Ltd(601318) , Kweichow Moutai Co.Ltd(600519) and
From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, today there is only one industry sector of national defense and military industry, with a net capital inflow of 1.208 billion yuan; The main funds of 27 industry sectors showed a net outflow, among which the main funds of the computer industry sector had the largest net outflow, with a net outflow amount of 12.384 billion yuan.
northbound funds:
the trend of northbound funds has been repeated. For four days, it has sold Kweichow Moutai Co.Ltd(600519) more than 3.6 billion yuan to increase its holdings of individual stocks in these sectors (list)
The net selling trend of northbound funds has resumed again. Northbound funds sold a net 3.358 billion yuan throughout the day, including 2.356 billion yuan for Shanghai Stock connect and 1.002 billion yuan for Shenzhen Stock connect. In terms of the top ten active stocks, Ping An Insurance (Group) Company Of China Ltd(601318) led with a net sale of 964 million yuan and Zijin Mining Group Company Limited(601899) led with a net purchase of 748 million yuan. North capital continues to flow out of Baijiu stock. Kweichow Moutai Co.Ltd(600519) was heavily sold today, with a net sales amount of 925 million yuan.
25 shares including Longi Green Energy Technology Co.Ltd(601012) were increased by more than 100 million yuan
Statistics show that on February 23, a total of 825 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, 25 have an increased market value of more than 100 million yuan, the largest is Longi Green Energy Technology Co.Ltd(601012) , the latest holding is 643 million shares, an increase of 0.86% month on month, and the increased market value is 396 million yuan; The market value of increased holdings is relatively large, as well as Byd Company Limited(002594) , Wuliangye Yibin Co.Ltd(000858) , China stock market news, Postal Savings Bank Of China Co.Ltd(601658) , Orient Securities Company Limited(600958) and other stocks.
the proportion of 70 stocks holding circulating funds in the North exceeds 10%
Statistics show that as of February 23, 2319 shares were held by northbound funds, with a total shareholding of 105.367 billion shares and a total market value of 2.53 trillion yuan. According to the statistics of the proportion of shareholding, the proportion of the total share capital held by 42 shares of northward capital exceeds 10%, and 70 shares account for more than 10% of the circulating shares.
29 shares including Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) were increased by more than 50%
Statistics show that as of February 23, a total of 825 stocks have been increased by land stock connect. Among them, there were 29 companies with a month on month increase of more than 50%, and Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) had the largest month on month increase. Land stock connect recently held 133400 shares, with a month on month increase of 265.39% over the previous trading day; There are also Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , Shenzhen Txd Technology Co.Ltd(002845) , Guanglian Aviation Industry Co.Ltd(300900) and other stocks with large month on month growth.
dragon and tiger list:
dragon and tiger list: 126 million rush to raise Shouhang High-Tech Energy Co.Ltd(002665) foreign capital net buys 2 shares and institutions net buys 8 shares
On February 24, Shouhang High-Tech Energy Co.Ltd(002665) , with a net capital inflow of 126 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 14.66% throughout the day. Huaxin Shanghai Branch, which ranks first in net capital inflow, bought a net 62.9184 million yuan, and Shenzhen Stock connect seats bought a net 12.4286 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and Chengda pharmaceutical was the most bought, with a total of 39.5083 million yuan.
block transaction:
on February 24, 126 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.429 billion yuan
On February 24, 126 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.429 billion yuan. Among them, there were 60 block transactions in 34 stocks in Shanghai stock market, with a total turnover of 1.023 billion yuan; There were 66 block transactions in 41 stocks in Shenzhen, with a total turnover of 1.406 billion yuan. The stock index closed at 3429.96 points, down 1.70%, with a turnover of 569.794 billion yuan.
in the fourth quarter, the social security fund bought two new shares and increased its holdings of one share
Statistics show that as of February 24, the social security fund appeared in the list of the top ten circulating shareholders of six stocks at the end of the fourth quarter of 2021.
Among them, there are 3 new ones and 1 additional one. In terms of shareholding ratio, the largest proportion of social security fund is Guangdong Create Century Intelligent Equipment Group Corporation Limited(300083) , accounting for 5.7% of circulating shares; Followed by Shenzhen H&T Intelligent Control Co.Ltd(002402) , the shareholding ratio of social security fund is 3.49%; There are also Shanghai Bright Power Semiconductor Co.Ltd(688368) , Xinjiang Zhongtai Chenical Co.Ltd(002092) and so on.
two financial data:
the balance of two cities and two financial institutions increased by 8.634 billion yuan
As of February 23, the balance of the two financial institutions in Shanghai and Shenzhen was 1733.922 billion yuan, an increase of 8.634 billion yuan over the previous trading day. Among them, the financing balance was 1636222 million yuan, an increase of 6.544 billion yuan over the previous trading day; The balance of securities lending was 97.699 billion yuan, an increase of 2.09 billion yuan over the previous trading day.
financiers are optimistic about the purchase of 9 shares, accounting for more than 30% of the transaction
Statistics show that on February 23, a total of 1876 stocks were purchased with financing funds, of which Sichuan Yahua Industrial Group Co.Ltd(002497) was the top stock, with a purchase amount of 1.068 billion yuan; Byd Company Limited(002594) the purchase amount is 1.020 billion yuan; Qinghai Salt Lake Industry Co.Ltd(000792) the purchase amount is 935 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of 9 individual shares accounts for more than 30% of the turnover.
The net purchase of 16 shares financed exceeded 100 million yuan Zhejiang Yongtai Technology Co .Ltd(002326) and the net purchase was the most
Statistics show that on February 23, 1247 stocks were net purchased by financing, and 321 stocks with a net purchase amount of more than 10 million yuan. Among them, 16 financing net purchases exceeded 100 million yuan. The net purchase amount of Zhejiang Yongtai Technology Co .Ltd(002326) financing ranked first, with a net purchase of 423 million yuan on the same day; The net purchase of shares such as Yunnan Yuntianhua Co.Ltd(600096) , Sichuan Yahua Industrial Group Co.Ltd(002497) , Qinghai Salt Lake Industry Co.Ltd(000792) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , China Merchants Bank Co.Ltd(600036) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Industrial Bank Co.Ltd(601166) , Shenzhen Jinjia Group Co.Ltd(002191) by financing exceeded 100 million yuan.
The financing balance of 20 Sci-tech Innovation Board shares such as Kingsemi Co.Ltd(688037) increased by more than 10%
Statistics show that on February 23, the financing balance of 162 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 20 shares increased by more than 10%. The largest increase in financing balance was Kingsemi Co.Ltd(688037) , with the latest financing balance of 98.4864 million yuan, a month on month increase of 24.14%; Other stocks with large increase in financing balance include Wuxi Chipown Micro-Electronics Limited(688508) , dingyang technology, Weide information, Shenzhen United Winners Laser Co.Ltd(688518) , Hcr Co.Ltd(688500) .
fund data:
the “discount” arbitrage of multiple floor funds should be cautious
Data show that as of February 23, a total of 23 floor funds had a discount rate of more than 4%, and arbitrage opportunities emerged. Insiders said that discount arbitrage is not a sure bet. It will be affected by multiple factors such as time cost, market risk and liquidity. Investors need to be cautious in practical operation.
All positive earnings in year! The 21% increase led the market. Such funds dominated the screen. From cold to hot, what hidden worries need to be paid attention to?
Since the beginning of the year, the equity market has been volatile and the majority of equity funds have suffered losses. The stable fixed income products have also shown differentiation so far, and the income performance is not as good as that in previous years. However, commodity funds investing in commodities have ushered in a bumper harvest, and all have achieved positive returns since this year. Specifically, Huaxia feed soybean meal futures ETF led the market with an increase of 20.57% during the year, and Jianxin Yisheng Zhengshang energy and chemical futures ETF increased by 12.72% during the year. In addition, several oil and gas themed QDII funds dominated the list of gains during the year.
IPO data:
A total of 43 new shares were issued during the year, raising a total of 69.391 billion yuan
Statistics show that, based on the issuance date, as of February 24, a total of 43 companies have raised funds this year, with a cumulative amount of 69.391 billion yuan, and a single company raised an average of 1.652 billion yuan. In terms of districts, there are 22 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, 13 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.
