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:
decryption of main capital flight shares, net outflow of 450 shares for 5 consecutive days
Statistics show that as of the closing on March 3, a total of 450 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, Shenzhen Quanxinhao Co.Ltd(000007) for 27 consecutive days, the net outflow of main funds ranked first Faw Jiefang Group Co.Ltd(000800) for 18 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Ping An Insurance (Group) Company Of China Ltd(601318) main funds had the largest net outflow, with a cumulative net outflow of 3.219 billion yuan for 9 consecutive days, Boe Technology Group Co.Ltd(000725) followed by a cumulative net outflow of 2.873 billion yuan for 8 days.
strong stocks track the net inflow of main funds into 46 stocks for 5 consecutive days
As of the closing date of the Shanghai and Shenzhen stock markets, there were 46 main stocks with net capital inflows for three or more consecutive months. Hefu China ranked first in terms of net capital inflow for 12 consecutive days Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Guanghui Energy Co.Ltd(600256) main funds had the largest net inflow, with a cumulative net inflow of 490 million yuan for six consecutive days, Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) followed by a cumulative net inflow of 288 million yuan for six days.
main funds withdrew from electronic, electrical equipment and other industries, with net outflow of funds to the north for two consecutive days
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 6 industry sectors have net inflow of main funds and 22 industry sectors have net outflow of main funds. Among them, the electronic industry sector has the largest net outflow of main funds, with a net outflow amount of 4.811 billion yuan; Among the top net outflows of main funds in the industry sector are electrical equipment, food and beverage, computer, automobile and national defense industry, with net outflows of 4.062 billion yuan, 3.672 billion yuan, 3.587 billion yuan, 2.8 billion yuan and 2.082 billion yuan respectively.
3 on March 3, the net inflow of main funds in Shanghai and Shenzhen stock markets was 5.991 billion yuan, including warehousing, mining, transportation and chemical
Statistics show that on March 3, the net inflow of main funds in Shanghai and Shenzhen stock markets was 5.991 billion yuan. From the industry level, mining, transportation and chemical industry ranked first in the net purchase amount of main funds, with 3.359 billion yuan, 3.137 billion yuan and 2.252 billion yuan respectively. The net sales of food and beverage, electronic and electrical equipment by the main funds ranked first, with 4.354 billion yuan, 3.755 billion yuan and 3.621 billion yuan respectively
northbound funds:
north to sell liquor stocks sold Wuliangye Yibin Co.Ltd(000858) Baijiu sold more than 900 million yuan
On March 3, northbound funds sold a net 731 million yuan throughout the day, including 800 million yuan for Shanghai Stock connect and 1.531 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three stocks sold net were Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , and China stock market news, with net sales of 948 million yuan, 592 million yuan and 273 million yuan respectively. In terms of net purchases, Sungrow Power Supply Co.Ltd(300274) , China State Construction Engineering Corporation Limited(601668) , Luxshare Precision Industry Co.Ltd(002475) net purchases ranked among the top three, with net purchases of 512 million yuan, 420 million yuan and 321 million yuan respectively.
Zijin Mining Group Company Limited(601899) and other 18 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on March 2, a total of 784 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, 18 have an increased market value of more than 100 million yuan, the largest is Zijin Mining Group Company Limited(601899) , the latest holding is 1.762 billion shares, an increase of 2.32% month on month, and the increased market value is 455 million yuan; The market value of increased holdings is relatively large, including Ganfeng Lithium Co.Ltd(002460) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , China Yangtze Power Co.Ltd(600900) and other shares.
list of shares held by northbound funds in high proportion
Statistics show that as of March 2, 2319 shares were held by northbound funds, with a total shareholding of 105737 billion shares and a total market value of 2.52 trillion yuan. According to the statistics of the proportion of shareholding, 44 shares held more than 10% of the total share capital, and 69 held more than 10% of the circulating shares.
BEIXIANG capital increased its holdings of shares with a market value of more than 50 million yuan (list attached)
Statistics show that on March 2, a total of 784 shares increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, 43 shares increased their market value by more than 50 million yuan. The largest increase in market value was Zijin Mining Group Company Limited(601899) , the latest holding was 1.762 billion shares, an increase of 2.32% month on month, and the increased market value was 455 million yuan, This was followed by Ganfeng Lithium Co.Ltd(002460) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , with an increased market value of 245 million yuan and 222 million yuan respectively.
17 shares were increased by more than 30% through land stock connect Cnsig Inner Mongolia Chemical Industry Co.Ltd(600328) with the largest increase
Statistics show that as of March 2, a total of 784 stocks have been increased by land stock connect. Among them, there were 17 with a month on month increase of more than 30%, and the largest month on month increase was Cnsig Inner Mongolia Chemical Industry Co.Ltd(600328) . Land stock connect recently held 2175800 shares, with a month on month increase of 137.07% over the previous trading day; There are also Tansun Technology Co.Ltd(300872) , Sineng Electric Co.Ltd(300827) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) , Guizhou Chanhen Chemical Corporation(002895) , Chunli medical and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 141 million yuan to rush to raise feed in Guangdong and Taiwan. Foreign investors buy 3 shares and institutions buy 6 shares
On March 3, among the stocks on the list, the largest net inflow of funds was Yuehai feed, with a net inflow of 141 million yuan on the third day.
Data show that the stock closed within the daily limit, up 14.34% in the past three days. Huaxin Shanghai Branch, the top company in terms of net capital inflow, bought 184728 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 6 were net bought by the institution, and Xiangtan Electrochemical Scientific Co.Ltd(002125) was the most bought, amounting to 427914 million yuan. In addition, 16 shares were net sold by institutions, and Ningbo Tuopu Group Co.Ltd(601689) was sold the most, amounting to 158 million yuan
block trading:
on March 3, 149 block transactions occurred in 75 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 2.372 billion yuan
On March 3, 149 block transactions occurred in 75 stocks in Shanghai and Shenzhen, with a total turnover of 2.372 billion yuan. Among them, there were 68 block transactions in 28 stocks in Shanghai stock market, with a total turnover of 1.089 billion yuan; There were 80 block transactions in 46 stocks in Shenzhen, with a total turnover of 1.196 billion yuan. The stock index closed at 348111 points, down 0.09%, with a turnover of 443622 billion yuan
Bio-Thera Solutions Ltd(688177) : Jifu Qiheng, Hefei Qixing and huizhifu reduce 180000 shares of the company
Bio-Thera Solutions Ltd(688177) 3 announced on March 3 that the company received the notification letter on the expiration of the reduction plan and the reduction results issued by the shareholders Jifu Qiheng, Hefei Qixing and huizhifu on March 3, 2022. Jifu Qiheng, Hefei Qixing and huizhifu reduced 180000 shares of the company through centralized bidding transaction in this reduction plan, The number of shares reduced accounts for 0.042% of the total shares of the company. The time interval of this reduction plan expires and this reduction plan has been implemented.
Gigadevice Semiconductor (Beijing) Inc(603986) : shareholder Zhu Yiming terminated the reduction plan in advance and reduced about 10.65 million shares of the company
Gigadevice Semiconductor (Beijing) Inc(603986) 3 announced that Zhu Yiming, the shareholder of the company, reduced about 10.65 million shares of the company from December 3, 2021 to March 1, 2022, accounting for 1.6% of the total shares of the company. After this reduction, the shareholder Zhu Yiming holds about 45.76 million shares, with a current shareholding ratio of 6.86%. As of the disclosure date of this announcement, Mr. Zhu Yiming terminated the reduction plan in advance.
social security fund's latest shareholding exposure: 4 new shares "clearing" 4 shares
With the disclosure of the annual report, the operation path of the latest phase of the social security fund has gradually surfaced. According to statistics, among the 60 listed companies that have disclosed the 2021 annual report, the top 10 circulating shareholders of 9 companies have appeared in the figure of the national social security fund. From the perspective of the holding industry, the social security fund prefers electronic stocks; In addition, the shareholding of social security fund also shows a "group" trend
hot money information:
business department's favorite individual stocks were exposed, and the net purchase exceeded 100 million yuan
Statistics show that on March 3, the sales department bought a net 734 million yuan of funds, including 24 stocks bought and 12 stocks sold. More stocks bought in net were Chengda pharmaceutical, Ningbo Tuopu Group Co.Ltd(601689) , Fujian Snowman Co.Ltd(002639) etc., and the net purchase amount accounted for 11.21%, 10.96% and 5.63% of the turnover on that day. In addition, the top stocks sold by the business department were Tong Petrotech Corp(300164) , Yimikang Tech.Group.Co.Ltd(300249) , Xiangtan Electrochemical Scientific Co.Ltd(002125) and so on, accounting for 5.85%, 1.74% and 4.54% of the turnover on that day
Liangrong data:
two cities and two financial balances increased by 1.927 billion yuan
As of March 2, the balance of two financial institutions in Shanghai and Shenzhen was 1731696 billion yuan, an increase of 1.927 billion yuan over the previous trading day. Among them, the financing balance was 1634633 million yuan, an increase of 1.984 billion yuan over the previous trading day; The balance of securities lending was 97.063 billion yuan, a decrease of 57 million yuan compared with the previous trading day.
financiers are optimistic about the purchase of 3 shares, accounting for more than 30% of the transaction
Statistics show that on March 2, a total of 1880 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) , with a purchase amount of 912 million yuan Aluminum Corporation Of China Limited(601600) purchase amount is 597 million yuan Sichuan Yahua Industrial Group Co.Ltd(002497) purchase amount was 591 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of three individual shares accounts for more than 30% of the turnover.
financing customers control more than one share (list attached)
Statistics show that on March 2, the financing balance of Shanghai and Shenzhen was 1634633 million yuan, accounting for 2.30% of the circulation market value of a shares. Among the two financial target stocks, there are 53 stocks with financing balance accounting for more than 10% of the circulating market value, 759 stocks with financing balance accounting for 5% ~ 10%, 1278 stocks with financing balance accounting for 1% ~ 5% and 183 stocks with financing balance accounting for no more than 1%.
9 shares financed with net purchase of more than 100 million yuan Contemporary Amperex Technology Co.Limited(300750) shares with net purchase of the most
Statistics show that on March 2, a total of 1040 stocks were net purchased by financing, and 221 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) financing took the lead in net purchases, with a net purchase of RMB 393 million on the same day Byd Company Limited(002594) , China National Software And Service Company Limited(600536) , China Tourism Group Duty Free Corporation Limited(601888) , Tongkun Group Co.Ltd(601233) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Guangzhou Tinci Materials Technology Co.Ltd(002709) , China Merchants Bank Co.Ltd(600036) , China Meheco Group Co.Ltd(600056) and other shares were financed with a net purchase of more than 100 million yuan.
Asahi biology and other 9 Sci-tech Innovation Board shares increased by more than 20%
Statistics show that on March 2, there were 196 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 9 shares increased by more than 20%. The largest increase in financing balance is anxiu biology, with the latest financing balance of 226947200 yuan, a month on month increase of 45.59%; Weide information, Shanghai Hollywave Electronic System Co.Ltd(688682) , Guangzhou Sanfu New Materials Technology Co.Ltd(688359) , CICA security, Kingsemi Co.Ltd(688037) and other stocks also increased significantly in financing balance
fund data:
year fund dividends exceeded 54 billion, and active equity accounted for nearly 60%
According to the data, as of March 2, 740 funds (A / C separate statistics, the same below) have distributed "red envelope rain" this year, with a total dividend of more than 54 billion yuan. From the perspective of the types of funds that implement dividends, active equity funds are the mainstream, accounting for nearly 60%.
