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 51 stocks for 5 consecutive days
Statistics show that as of the closing on February 25, a total of 51 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 27 consecutive days, ranking first; Poly Developments And Holdings Group Co.Ltd(600048) for 12 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Longi Green Energy Technology Co.Ltd(601012) has the largest net inflow of main funds, with a cumulative net inflow of 1.033 billion yuan for five consecutive days, Poly Developments And Holdings Group Co.Ltd(600048) followed by a cumulative net inflow of 617 million yuan for 12 days.
67 shares won the main position increase of more than 100 million yuan, and the northbound funds were scrambled to raise Shaanxi Coal Industry Company Limited(601225) , Longi Green Energy Technology Co.Ltd(601012) and
In terms of individual stocks, 1996 individual stocks received a net inflow of main funds today, of which 67 stocks received a net inflow of more than 100 million yuan. Inner Mongolia Baotou Steel Union Co.Ltd(600010) received the largest net inflow of main funds, with a net inflow of 1.195 billion yuan; Among the top stocks in the net inflow of main funds are Jiangxi Special Electric Motor Co.Ltd(002176) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Longi Green Energy Technology Co.Ltd(601012) , Wuxi Apptec Co.Ltd(603259) , Eve Energy Co.Ltd(300014) , with net inflows of 717 million yuan, 506 million yuan, 434 million yuan, 426 million yuan and 388 million yuan respectively.
on February 25, the net inflow of main funds in Shanghai and Shenzhen was 24.965 billion yuan, and the warehouse of medicine, biology, electrical equipment and non-ferrous metals
Statistics show that on February 25, the net inflow of main funds in Shanghai and Shenzhen stock markets was 24.965 billion yuan. From the industry level, the net purchase amount of main funds for pharmaceutical biology, electrical equipment and non-ferrous metals ranked first, with 7.717 billion yuan, 3.65 billion yuan and 3.543 billion yuan respectively. Banks, non bank finance and defense industry were among the top in terms of net sales of main funds, with 2.035 billion yuan, 1.141 billion yuan and 774 million yuan respectively.
northbound funds:
northbound funds today had a net inflow of 6.385 billion yuan and a significant net purchase of Shaanxi Coal Industry Company Limited(601225) 534 million yuan
On February 25, the net purchase volume of northbound capital on the same day was 6.385 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 3.323 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was 3.062 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 Shaanxi Coal Industry Company Limited(601225) 534 million yuan, 450 million yuan, 300750} 338 million yuan, and sold Ping An Insurance (Group) Company Of China Ltd(601318) 490 million yuan.
23 shares including Zijin Mining Group Company Limited(601899) were increased by more than 100 million yuan
Statistics show that on February 24, a total of 648 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, 23 have an increased market value of more than 100 million yuan, the largest is Zijin Mining Group Company Limited(601899) , the latest holding is 1.640 billion shares, an increase of 4.29% month on month, and the increased market value is 742 million yuan; The market value of increased holdings is relatively large, as well as Sungrow Power Supply Co.Ltd(300274) , Ganfeng Lithium Co.Ltd(002460) , Jiangsu Zhongtian Technology Co.Ltd(600522) and other shares.
list of increasing positions of funds from the North: the shareholding of 27 shares increased by more than 30% month on month
Statistics show that as of February 24, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2319 shares, with a total shareholding of 105.237 billion shares, a decrease of 130 million shares compared with the previous trading day. From the perspective of increasing positions, there are 27 with a month on month increase of more than 30%.
list of shares held by northbound funds with a high proportion
Statistics show that as of February 24, 2319 shares were held by northbound funds, with a total shareholding of 105.237 billion shares and a total market value of 2.48 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 72 shares account for more than 10% of the circulating shares.
27 shares increased their positions by more than 30% Chengdu Galaxy Magnets Co.Ltd(300127) with the largest increase
Statistics show that as of February 24, a total of 648 stocks were increased by land stock connect. Among them, there were 27 companies with a month on month increase of more than 30%, and Chengdu Galaxy Magnets Co.Ltd(300127) had the largest month on month increase. Land stock connect recently held 563900 shares, with a month on month increase of 101.46% over the previous trading day; There are also Guizhou Chanhen Chemical Corporation(002895) , Caissa Tosun Development Co.Ltd(000796) , Zhuhai Orbita Aerospace Science & Technology Co.Ltd(300053) , Deppon Logistics Co.Ltd(603056) , Zhejiang Shibao Company Limited(002703) and other stocks with large month on month growth.
dragon and tiger list:
Foreign funded institutions to buy 123561.5 billion shares {123561}
On February 25, Ning Xia Yin Xing Energy Co.Ltd(000862) , with a net inflow of 109 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 16.66% throughout the day. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 74.0554 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, Wuxi Shangji Automation Co.Ltd(603185) was the most bought, with a net purchase of RMB 353 million in three days. In addition, 10 shares were sold by institutions, and Yimikang Tech.Group.Co.Ltd(300249) was sold the most, amounting to 113 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.
nearly 5 billion huge cash out! “Sweeping grass” welcomes the reduction again, and the holding securities companies still shout to double the price! How big is the impact of multiple fund heavy positions?
The Beijing Roborock Technology Co.Ltd(688169) known as the “sweeping grass” will once again usher in a huge reduction.
On February 24, Beijing Roborock Technology Co.Ltd(688169) announced that eight shareholders, including the shareholder Tianjin Jinmi investment partnership (limited partnership), planned to reduce the total shares of the company by no more than 10.75%. It is estimated that the market value of the shares to be reduced is about 4.827 billion yuan. Beijing Roborock Technology Co.Ltd(688169) once ranked among the three thousand yuan shares of a shares. As of the high share price of the publishing company, it has been halved. Now there is only Kweichow Moutai Co.Ltd(600519) left. In addition, during the year, a total of 472 shareholders of the company disclosed the reduction plan, of which Zoneco Group Co.Ltd(002069) , Anhui Anli Material Technology Co.Ltd(300218) , Haxc Holdings (Beijing) Co.Ltd(300928) , Jinhong Holding Group Co.Ltd(000669) , Beijing Roborock Technology Co.Ltd(688169) and Sinostar Cable Co.Ltd(300933) the total proposed reduction amount exceeded 10%.
two financial data:
the balance of two cities and two financial institutions decreased by 6.801 billion yuan
As of February 23, the balance of two financial institutions in Shanghai and Shenzhen was 1727.121 billion yuan, a decrease of 6.801 billion yuan compared with the previous trading day. Among them, the financing balance was 163.1483 billion yuan, a decrease of 4.739 billion yuan compared with the previous trading day; The balance of securities lending was 95.638 billion yuan, a decrease of 2.062 billion yuan compared with 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 24, a total of 1879 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) were the top stocks, with a purchase amount of 1.564 billion yuan; Sichuan Yahua Industrial Group Co.Ltd(002497) the purchase amount is 970 million yuan; Tianqi Lithium Corporation(002466) the purchase amount was 932 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 8 shares financed exceeded 100 million yuan Kweichow Moutai Co.Ltd(600519) and the net purchase was the most
Statistics show that on February 24, a total of 960 stocks were net purchased by financing, and 214 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of 8 financing enterprises exceeded 100 million yuan. The net purchase amount of Kweichow Moutai Co.Ltd(600519) financing ranked first, with a net purchase of 750 million yuan on the same day; The net purchase of shares such as Ping An Insurance (Group) Company Of China Ltd(601318) , Ningbo Construction Co.Ltd(601789) , Qinghai Salt Lake Industry Co.Ltd(000792) , Guizhou Bc&Tv Information Network Co.Ltd(600996) , Hoshine Silicon Industry Co.Ltd(603260) , China Merchants Bank Co.Ltd(600036) , Citic Securities Company Limited(600030) by financing exceeded 100 million yuan.
the proportion of financing customers controlling more than one share (with list)
Statistics show that on February 24, the financing balance of Shanghai and Shenzhen was 163.1483 billion yuan, accounting for 2.33% of the circulating market value of a shares. Among the two financial target stocks, there are 66 stocks with financing balance accounting for more than 10% of the circulating market value, 785 stocks with financing balance accounting for 5% ~ 10%, 1239 stocks with financing balance accounting for 1% ~ 5% and 182 stocks with financing balance accounting for no more than 1%.
the financing balance of 14 Sci-tech Innovation Board shares such as an Xu biology increased by more than 10%
Statistics show that on February 24, there were 195 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 14 shares increased by more than 10%. The largest increase in financing balance is anxiu biology, with the latest financing balance of 120.7959 million yuan, a month on month increase of 33.98%; Other stocks with large increase in financing balance include Guangdong Huate Gas Co.Ltd(688268) , China catalyst, Beijing Infosec Technologies Co.Ltd(688201) , Arctech Solar Holding Co.Ltd(688408) , Zhejiang Zone-King Environmental Sci&Tech Co.Ltd(688701) .
fund data:
Three products failed to be raised in 6 days 80% of the explosion fund lost money and the star manager overturned
How cold was the issuance of public funds in February? As of February 21, a total of 35 funds have been established since February, with a total issued share of only 17.135 billion, a sharp decrease from 118.820 billion in January. The last single month issuance share was less than 20 billion copies, which was still in February 2019; In terms of the average issuance share, the average issuance share of 35 newly established funds since February was 490 million, a sharp decrease from 803 million in January and a new low since August 2018.
