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 track the net inflow of main funds into 52 stocks for 5 consecutive days
Statistics show that as of the closing on March 1, a total of 52 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) for 29 consecutive days, the net inflow of main funds ranked first Poly Developments And Holdings Group Co.Ltd(600048) for 14 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Longi Green Energy Technology Co.Ltd(601012) main funds had the largest net inflow, with a cumulative net inflow of 2.241 billion yuan for seven consecutive days, Sungrow Power Supply Co.Ltd(300274) followed by a cumulative net inflow of 906 million yuan for five days.
withdrawal of main funds from nonferrous metals, chemical industry and other industries and rush to raise funds in the North Kweichow Moutai Co.Ltd(600519) , Longi Green Energy Technology Co.Ltd(601012) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 16.023 billion yuan. From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 11 industry sectors showed net capital inflows today. Among them, the food and beverage industry sector had the largest net capital inflows, with a net inflow of 1.599 billion yuan; The leading net inflow of main funds in the industry sector was also national defense and military industry, media, agriculture, forestry, animal husbandry and fishery, with a net inflow of 711 million yuan, 478 million yuan and 441 million yuan respectively
northbound funds:
BEIXIANG net purchase of funds Kweichow Moutai Co.Ltd(600519) nearly 1.3 billion yuan, and these shares were added
On March 1, northbound funds bought a net 3.276 billion yuan. Among them, the net purchase of Shanghai Stock connect was 2.807 billion yuan. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Longi Green Energy Technology Co.Ltd(601012) , Ganfeng Lithium Co.Ltd(002460) net purchases ranked among the top three, with net purchases of 1.298 billion yuan, 716 million yuan and 434 million yuan respectively. The top three stocks sold in net terms are China stock market news, Guangzhou Tinci Materials Technology Co.Ltd(002709) , Byd Company Limited(002594) , with net sales of 769 million yuan, 317 million yuan and 254 million yuan respectively.
Cosco Shipping Holdings Co.Ltd(601919) and other 24 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on February 28, a total of 754 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, 24 have an increased market value of more than 100 million yuan, the largest is Cosco Shipping Holdings Co.Ltd(601919) , the latest holding is 290 million shares, an increase of 8.19% month on month, and the increased market value is 385 million yuan; The market value of increased holdings is relatively large, including China Three Gorges Renewables (Group) Co.Ltd(600905) , Tianjin Zhonghuan Semiconductor Co.Ltd(002129) , Shaanxi Coal Industry Company Limited(601225) , etc.
71 shares of north facing funds hold more than 10% of the circulation disk
Statistics show that as of February 28, 2319 shares were held by northbound funds, with a total shareholding of 105767 billion shares and a total market value of 2.52 trillion yuan. According to the statistics of shareholding ratio, 43 shares held more than 10% of the total share capital, and 71 held more than 10% of the circulating shares.
16 shares were increased by more than 30% through land stock connect Tansun Technology Co.Ltd(300872) with the largest increase
Statistics show that as of February 28, a total of 754 stocks were increased by land stock connect. Among them, there were 16 companies whose holdings increased by more than 30% month on month, and the largest increase was Tansun Technology Co.Ltd(300872) . Land stock connect recently held 1.15 million shares, with a month on month increase of 224.65% over the previous trading day; There are also Gepic Energy Development Co.Ltd(000791) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Shanghaichengdiconstructioncorporationltd(603887) , Sineng Electric Co.Ltd(300827) , Jiangsu Sopo Chemical Co.Ltd(600746) and other stocks with large month on month growth
dragon and tiger list:
longhubang tracking organization scrambles to raise these seven shares
Statistics show that on March 1, institutional seat funds in the dragon and tiger list bought a net 702200 yuan, including 7 stocks; Net sales of 12 stocks. The net purchases of more stocks were New Hope Liuhe Co.Ltd(000876) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) and so on, accounting for 8.32%, 1.90% and 1.24% of the turnover on that day. In addition, the top stocks sold by institutions were Chengdu Spaceon Electronics Co.Ltd(002935) , Yimikang Tech.Group.Co.Ltd(300249) , Chengda pharmaceutical, etc., and the net sales accounted for 23.57%, 2.50% and 2.41% of the turnover on that day.
dragon and tiger list: 170 million rush to raise funds New Hope Liuhe Co.Ltd(000876) foreign capital net buys 4 shares and institutions net buys 8 shares
On March 1, New Hope Liuhe Co.Ltd(000876) , with a net capital inflow of 170 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 2.82% throughout the day. The net inflow of funds into the top seats of Shenzhen Stock connect was 695388 million yuan, and the net purchase of CICC Shanghai Branch was 457168 million yuan. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and New Hope Liuhe Co.Ltd(000876) was the most bought, amounting to 165 million yuan. In addition, 15 shares were net sold by institutions, and Beijing Infosec Technologies Co.Ltd(688201) was sold the most, amounting to 151 million yuan
block trading:
Shanghai and Shenzhen stock markets had 165 block transactions of 100 stocks on March 1, with a total turnover of 2.531 billion yuan
On March 1, 165 block transactions occurred in 100 stocks in Shanghai and Shenzhen, with a total turnover of 2.531 billion yuan. Among them, there were 95 block transactions in 48 stocks in Shanghai Stock Exchange, with a total turnover of 1.426 billion yuan; There were 69 block transactions in 51 stocks in Shenzhen, with a total turnover of 1.103 billion yuan. The Shanghai index closed at 348883 points, up 0.77%, with a turnover of 412562 billion yuan.
hot money information:
business department’s favorite stocks were exposed, and the net purchase of 3 stocks exceeded 50 million
According to statistics, on March 1, the sales department sold a net 478 million yuan of funds, including 17 stocks bought and 18 stocks sold. The net purchases of more stocks were Zhong Fu Tong Group Co.Ltd(300560) , Hyunion Holding Co.Ltd(002537) , Beijing Jiayu Door Window And Curtain Wall Joint-Stock Co.Ltd(300117) and so on, accounting for 16.50%, 3.17% and 15.54% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Yimikang Tech.Group.Co.Ltd(300249) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) and so on, accounting for 6.52%, 3.85% and 3.33% of the turnover on that day
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) : the controlling shareholder Kaide investment plans to reduce its shares by no more than 1%
Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ( Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) ) announced on March 1 that Kaide investment, the controlling shareholder of the company, plans to reduce its holdings of no more than 2169000 shares through centralized bidding transactions, that is, the total reduction of holdings shall not exceed 1% of the total share capital of the company.
Rockchip Electronics Co.Ltd(603893) : Shanghai wuyuefeng and Beijing wuyuefeng also plan to jointly reduce their total shares by no more than 2%
Rockchip Electronics Co.Ltd(603893) announced that the shareholders of the company, Shanghai wuyuefeng and Beijing wuyuefeng, also jointly intend to reduce the number of shares by means of centralized bidding transaction to no more than 8345500 shares, that is, no more than 2.00% of the total share capital of the company
Liangrong data:
two cities and two financial balances increased by 1.915 billion yuan
As of February 28, the balance of two financial institutions in Shanghai and Shenzhen was 172.71 billion yuan, an increase of 1.915 billion yuan over the previous trading day. Among them, the financing balance was 163116 billion yuan, an increase of 1.576 billion yuan over the previous trading day; The balance of securities lending was 96.044 billion yuan, an increase of 339 million yuan over the previous trading day.
10 shares were financed, with net purchases exceeding 100 million yuan Sichuan Yahua Industrial Group Co.Ltd(002497) received the most net purchases
Statistics show that on February 28, a total of 1145 stocks were net purchased by financing, and 241 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan Sichuan Yahua Industrial Group Co.Ltd(002497) financing net purchase took the lead, with a net purchase of 320 million yuan on that day China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Western Mining Co.Ltd(601168) , Ping An Insurance (Group) Company Of China Ltd(601318) , Eve Energy Co.Ltd(300014) , Qinghai Salt Lake Industry Co.Ltd(000792) , Sunwoda Electronic Co.Ltd(300207) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Midea Group Co.Ltd(000333) and other shares were financed with a net purchase of more than 100 million yuan.
financing customers control more than one share (list attached)
Statistics show that on February 28, the financing balance of Shanghai and Shenzhen was 1631116 billion yuan, accounting for 2.30% of the circulating market value of a shares. Among the two financial target stocks, there are 62 stocks with financing balance accounting for more than 10% of the circulating market value, 759 stocks with financing balance accounting for 5% ~ 10%, 1264 stocks with financing balance accounting for 1% ~ 5% and 188 stocks with financing balance accounting for no more than 1%
fund data:
in 2, the issuance share of the newly established fund hit a new low in nearly 16 months
Data show that in February this year, only 63 funds were established in the whole market, with an issuance share of 33.767 billion, a 16 month low since November 2020. According to the regulations, the establishment of a new fund shall, within three months from the date of sale of fund units, raise no less than 200 million units, no less than 200 million yuan, and no less than 200 effective subscribers of fund units.
these funds take the lead against the trend! Three yield nearly 20%, someone successfully “bottom”
Since the beginning of 2022, although the market has fluctuated downward, there are still a number of funds that have bucked the trend and submitted outstanding periodic performance answers in the first two months. Crude oil QDII fund has become the warmest “little sweet” in the beginning of spring. Many active equity funds have only risen by more than 10%, and some sub new funds with growth style have been established at a low point to grasp the “bottom reading” market
IPO data:
a total of 47 new shares were issued in years, raising a total of 71.8 billion yuan
Statistics show that, based on the issuance date, as of March 1, a total of 47 companies have raised funds this year, with a cumulative amount of 71.805 billion yuan, and a single company raised an average of 1.561 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, 16 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 8 companies with a fund-raising amount of less than 500 million yuan.
