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 44 stocks for 5 consecutive days
Statistics show that as of the closing on February 28, a total of 44 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Ranking first in terms of net capital inflow on the 28th consecutive day Poly Developments And Holdings Group Co.Ltd(600048) for 13 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 1.59 billion yuan for six consecutive days, Hangzhou Silan Microelectronics Co.Ltd(600460) followed by a cumulative net inflow of 987 million yuan for five days.
main capital warehouse increase Cosco Shipping Holdings Co.Ltd(601919) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) and other northward capital net inflows for two consecutive days
In terms of individual stocks, 1504 stocks received a net inflow of main funds today, of which 50 stocks received a net inflow of more than 100 million yuan Cosco Shipping Holdings Co.Ltd(601919) obtained the largest net inflow of main funds, with a net inflow of 783 million yuan; The net inflow of and 35.
february 28, the net inflow of main funds in Shanghai and Shenzhen stock markets was 10.692 billion yuan, and non-ferrous metals, chemical industry, medicine and biology were added
Statistics show that on February 28, the net inflow of main funds in Shanghai and Shenzhen stock markets was 10.692 billion yuan. From the industry level, the net purchase amount of non-ferrous metals, chemical industry, medicine and biology as the main funds ranked first, with 3.788 billion yuan, 3.219 billion yuan and 1.551 billion yuan respectively. Non bank finance, banking and architectural decoration were among the top in terms of net sales of main funds, with 964 million yuan, 833 million yuan and 680 million yuan respectively
North Fund:
northbound funds scrambled to raise funds at the end of the day and recorded net purchases of these stocks for two consecutive days (list)
Northbound funds bought a net 2.047 billion yuan throughout the day, including 1.708 billion yuan for Shanghai Stock connect and 339 million yuan for Shenzhen Stock connect. In terms of the top ten active stocks, China Three Gorges Renewables (Group) Co.Ltd(600905) , Zijin Mining Group Company Limited(601899) , Ganfeng Lithium Co.Ltd(002460) net purchases ranked first, with net purchases of 365 million yuan, 244 million yuan and 169 million yuan respectively. It is worth mentioning that the net purchase of Zijin Mining Group Company Limited(601899) by northbound funds in the past two trading days amounted to nearly 1 billion yuan Ping An Insurance (Group) Company Of China Ltd(601318) , China stock market news and Aier Eye Hospital Group Co.Ltd(300015) net sales ranked first, with net sales of 441 million yuan, 204 million yuan and 153 million yuan respectively.
Shaanxi Coal Industry Company Limited(601225) and other 35 shares obtained the capital increase of more than 100 million yuan from North
Statistics show that on February 25, a total of 885 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, 35 have an increased market value of more than 100 million yuan, the largest is Shaanxi Coal Industry Company Limited(601225) , the latest holding is 456 million shares, an increase of 9.03% month on month, and the increased market value is 532 million yuan; There are also Longi Green Energy Technology Co.Ltd(601012) , China Three Gorges Renewables (Group) Co.Ltd(600905) , Zijin Mining Group Company Limited(601899) and other stocks with a large market value.
list of substantial reduction of shareholding of northbound funds
Statistics show that on February 25, a total of 665 shares decreased month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 225 shares with a market value of more than 10 million yuan, 50 shares with a market value of more than 50 million yuan, and Ping An Insurance (Group) Company Of China Ltd(601318) , with the latest holding of 697 million shares, a month on month decrease of 1.34%, The reduced market value was RMB 488 million, followed by Naura Technology Group Co.Ltd(002371) , China stock market news, with the reduced market value of RMB 402 million and RMB 360 million respectively
dragon and tiger list:
dragon and tiger list: 160 million rush to raise funds Xiangtan Electrochemical Scientific Co.Ltd(002125) foreign capital net buys 3 shares and institutions net buys 5 shares
On February 28, among the stocks on the list, the largest net capital inflow was Xiangtan Electrochemical Scientific Co.Ltd(002125) , which was 160 million yuan. According to the data, the daily limit of the stock closed at 15.06 yuan, with a full day turnover rate of 8.3%, close to the historical high of 15.19 yuan. The net inflow of funds into the top Huaxin Shanghai Branch net purchase of 512062 million yuan. A total of 20 stocks were involved in the institutional participation in the dragon and tiger list, of which 5 stocks were net bought by the institution, and Yimikang Tech.Group.Co.Ltd(300249) was bought the most, amounting to 397616 million yuan
block trading:
Shanghai and Shenzhen stock markets on February 28, 150 block transactions occurred in 90 stocks, with a total turnover of 2.679 billion yuan
On February 28, 150 block transactions occurred in 90 stocks in Shanghai and Shenzhen, with a total turnover of 2.679 billion yuan. Among them, there were 99 block transactions in 48 stocks in Shanghai Stock Exchange, with a total turnover of 1.446 billion yuan; There were 50 block transactions in 41 stocks in Shenzhen, with a total turnover of 1.23 billion yuan. The Shanghai index closed at 346231 points, up 0.32%, with a turnover of 413805 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase of 3 stocks exceeded 100 million yuan
Statistics show that on February 28, the business department net bought 127 million yuan of funds in the dragon and tiger list, of which 19 stocks were net bought and 22 stocks were net sold.
The net purchases of more stocks were Xiangtan Electrochemical Scientific Co.Ltd(002125) , Sichuan New Energy Power Company Limited(000155) , Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) and so on, accounting for 23.66%, 10.33% and 6.65% of the turnover on that day. In addition, the top stocks sold by the business department were San Yang Ma (Chongqing) Logistics Co.Ltd(001317) , Ningbo Construction Co.Ltd(601789) , Huaihe Energy (Group) Co.Ltd(600575) and so on, accounting for 13.82%, 3.54% and 7.31% of the turnover on that day
Increase of shares held by the most important shareholders
Statistics show that in the past five trading days (February 21 to February 25), a total of 16 shares of listed companies have been increased by important shareholders. In terms of the increase amount, six companies have increased their holdings by more than 10 million yuan in the past five days. The largest increase amount is Sichuan Chuantou Energy Co.Ltd(600674) . During the period, they have increased their holdings by 20682500 shares, with a total increase amount of 252 million yuan; The second is Hainan Airlines Holding Co.Ltd(600221) , with an increase of 50 million shares and an increase of 98.5 million yuan.
social security fund added 4 shares and 2 shares in the fourth quarter
Statistics show that by the end of the fourth quarter of 2021, the social security fund had appeared on the list of the top 10 circulating shareholders of 8 stocks. Among them, there are 4 new entrants and 2 additional holdings. In terms of the number of social security funds in the list of top ten circulating shareholders, the largest number of social security funds is Kbc Corporation Ltd(688598) , and a total of two social security funds appear in the list of top ten circulating shareholders
two financial data:
two cities and two financial balances decreased by 1.876 billion yuan
As of February 25, the balance of two financial institutions in Shanghai and Shenzhen was 1725245 billion yuan, a decrease of 1.876 billion yuan compared with the previous trading day. Among them, the financing balance was 162954 billion yuan, a decrease of 1.943 billion yuan compared with the previous trading day; The balance of securities lending was 95.705 billion yuan, an increase of 67 million yuan over the previous trading day.
12 shares were financed, with net purchases exceeding 100 million yuan Jiangxi Special Electric Motor Co.Ltd(002176) obtained the most net purchases
Statistics show that on February 25, a total of 912 stocks were net purchased by financing, and 205 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 100 million yuan Jiangxi Special Electric Motor Co.Ltd(002176) financing net purchase took the lead, with a net purchase of 281 million yuan on that day Sichuan Yahua Industrial Group Co.Ltd(002497) , Qinghai Salt Lake Industry Co.Ltd(000792) , Inner Mongolia Baotou Steel Union Co.Ltd(600010) , Topchoice Medical Co.Inc(600763) , Shaanxi Coal Industry Company Limited(601225) , Lecron Industrial Development Group Co.Ltd(300343) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Tongwei Co.Ltd(600438) and other shares were financed with a net purchase of more than 100 million yuan.
financiers are optimistic about the purchase of 2 shares, accounting for more than 30% of the transaction
Statistics show that on February 25, a total of 1879 stocks were purchased with financing funds, of which China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , with a purchase amount of 939 million yuan, was the highest Kweichow Moutai Co.Ltd(600519) purchase amount is 938 million yuan Sichuan Yahua Industrial Group Co.Ltd(002497) purchases amounted to 903 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.
Beijing Infosec Technologies Co.Ltd(688201) and other 10 tech Innovation Board shares, with an increase in financing balance of more than 10%
Statistics show that on February 25, a total of 249 individual stocks on the science and Innovation Board increased month on month in financing balance. Among them, the financing balance of 10 shares increased by more than 10%. The largest increase in financing balance was Beijing Infosec Technologies Co.Ltd(688201) , and the latest financing balance was 348103 million yuan, with a month on month increase of 26.04%; The increase of financing balance is also larger in Shareate Tools Ltd(688257) , Guangdong Fangyuan Environment Co.Ltd(688148) , GuLun electronics, Giantec Semiconductor Corporation(688123) , Zhejiang Supcon Technology Co.Ltd(688777) , etc
fund data:
too suddenly, another two funds failed to issue! Failure of bond base issuance due to multiple factors
After the shock adjustment of both stocks and bonds in the beginning of the year, the issuance of new funds suddenly cooled down. In the past two months, while the issuance scale of new funds has shrunk significantly, there have been many fund raising failures. With the failure of the latest two funds, the number of failed funds has also been expanded to 5 since 2022
IPO data:
a total of 46 new shares were issued in years, raising a total of 71.239 billion yuan
Statistics show that, based on the issuance date, as of February 28, 46 companies have raised funds for the first time this year, with a cumulative amount of 71.239 billion yuan, and a single company raised an average of 1.583 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, 15 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.
