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:
main capital has continuously net inflow of 41 shares for more than 5 consecutive days
Statistics show that as of the closing on March 4, a total of 41 stocks had sustained net inflows of main funds for more than five consecutive trading days. Hefu China has the largest number of consecutive inflow days, with net inflow for 13 consecutive trading days; There are also Zhejiang Shouxiangu Pharmaceutical Co.Ltd(603896) , Pharmablock Sciences (Nanjing) Inc(300725) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , China South Publishing & Media Group Co.Ltd(601098) , Gd Power Development Co.Ltd(600795) , which have received net inflows of main funds for 11, 8, 7, 7 and 6 consecutive trading days respectively.
decryption of main capital flight stocks, with a net outflow of 574 shares for 5 consecutive days
Statistics show that as of the closing on March 4, a total of 574 stocks in Shanghai and Shenzhen had a net outflow of main funds for five or more consecutive days. In terms of the duration of net outflow, Shenzhen Quanxinhao Co.Ltd(000007) for 28 consecutive days, the net outflow of main funds ranked first Faw Jiefang Group Co.Ltd(000800) for 19 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 3.836 billion yuan for 10 consecutive days, Boe Technology Group Co.Ltd(000725) followed by a cumulative net outflow of 3.075 billion yuan for 9 days.
143 shares were reduced by the main force with more than 100 million yuan of northward funds to raise China stock market news, Wuxi Apptec Co.Ltd(603259) and others
In terms of individual stocks, 1513 stocks received net inflows of main funds today, of which 29 stocks received net inflows of main funds of more than 100 million yuan. In addition, 3123 stocks were net sold by the main funds, of which 143 stocks were net sold by the main funds of more than 100 million yuan. The stock with the largest net outflow of main funds is Byd Company Limited(002594) , with a net outflow of 1.872 billion yuan.
3 on March 4, the net outflow of main funds from Shanghai and Shenzhen stock markets was 7.963 billion yuan, and the positions of chemical industry, computer and architectural decoration were reduced
Statistics show that on March 4, the net outflow of main funds in Shanghai and Shenzhen was 7.963 billion yuan. From the industry level, the net purchase amount of main funds obtained by medicine, biology, media and mining ranked first, with 4.437 billion yuan, 1.026 billion yuan and 921 million yuan respectively. The net sales of chemical industry, computer and architectural decoration by the main funds ranked first, with 2.373 billion yuan, 2.107 billion yuan and 1.865 billion yuan respectively
North Fund:
northbound capital today net inflow of 457 million yuan, substantial net sales Byd Company Limited(002594) 934 million yuan
On March 4, the net purchase volume of northbound capital on the same day was 457 million yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 172 million yuan; The net purchase volume of Shenzhen Stock connect on the same day was 286 million yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the northbound capital bought Wuxi Apptec Co.Ltd(603259) 386 million yuan, Longi Green Energy Technology Co.Ltd(601012) 331 million yuan, Ganfeng Lithium Co.Ltd(002460) 262 million yuan, and sold Byd Company Limited(002594) 934 million yuan and Kweichow Moutai Co.Ltd(600519) 938 million yuan.
Sungrow Power Supply Co.Ltd(300274) and other 26 shares obtained northbound capital increase of more than 100 million yuan
Statistics show that on March 3, a total of 689 stocks received northward capital, and the shareholding 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, 26 have an increased market value of more than 100 million yuan, the largest is Sungrow Power Supply Co.Ltd(300274) , the latest holding is 204 million shares, an increase of 2.06% month on month, and the increased market value is 502 million yuan; There are also China State Construction Engineering Corporation Limited(601668) , Bank Of Chengdu Co.Ltd(601838) , Luxshare Precision Industry Co.Ltd(002475) and other stocks with a large market value.
northbound capital position increase list: 22 shares increased by more than 20% month on month
Statistics show that as of March 3, 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 106079 billion shares, an increase of 342 million shares compared with the previous trading day. From the perspective of increasing positions, there are 22 companies with a month on month increase of more than 20%.
68 shares of north facing funds hold more than 10% of the circulation disk
Statistics show that as of March 3, 2319 shares were held by northbound funds, with a total shareholding of 106079 billion shares and a total market value of 2.49 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 68 shares account for more than 10% of the circulating shares.
13 shares were increased by more than 30% through land stock connect Xi’An Chenxi Aviation Technology Corp.Ltd(300581) with the largest increase
Statistics show that as of March 3, a total of 689 stocks were increased by land stock connect. Among them, there were 13 companies whose holdings increased by more than 30% month on month, and the largest increase was Xi’An Chenxi Aviation Technology Corp.Ltd(300581) . Land stock connect recently held 318100 shares, with a month on month increase of 325.3% over the previous trading day; There are also Innuovo Technology Co.Ltd(000795) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Hyunion Holding Co.Ltd(002537) , Shenzhen Cereals Holdings Co.Ltd(000019) , and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 90 million rush to raise funds Meisheng Cultural & Creative Corp.Ltd(002699) foreign capital net buys 1 share and institutions net buys 6 shares
On March 4, among the stocks on the list, the largest net capital inflow was Meisheng Cultural & Creative Corp.Ltd(002699) , which was 899979 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 13.11% throughout the day. The net inflow of funds into Huaxin Shanghai Branch, which ranks first, net purchases of 510865 million yuan. A total of 21 shares were involved in the institutional participation in the dragon and tiger list, of which 6 shares were net bought by the institution, Shanghai Jinqiao Export Processing Zone Development Co.Ltd(600639) was the most bought, with a net purchase of 344301 million yuan in three days.
In addition, 15 shares were net sold by institutions, and Thunder Software Technology Co.Ltd(300496) was sold the most, amounting to 245 million yuan
block trading:
on March 4, 99 block transactions occurred in 64 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.683 billion yuan
On March 4, 99 block transactions occurred in 64 stocks in Shanghai and Shenzhen, with a total turnover of 1.683 billion yuan. Among them, there were 47 block transactions in 31 stocks in Shanghai Stock Exchange, with a total turnover of 984 million yuan; There were 51 block transactions in 32 stocks in Shenzhen, with a total turnover of 697 million yuan. The stock index closed at 344765 points, down 0.96%, with a turnover of 430669 billion yuan
hot money information:
business department’s favorite stocks were exposed, with a net purchase of more than 50 million shares
Statistics show that on March 4, the business department net bought 115 million yuan of funds in the dragon and tiger list, of which 21 stocks were net bought and 22 stocks were net sold. The net purchases of more stocks were Thunder Software Technology Co.Ltd(300496) , Meisheng Cultural & Creative Corp.Ltd(002699) , Hefu China, etc., accounting for 4.52%, 15.20% and 7.59% of the turnover on that day. In addition, the top stocks sold by the business department were Chengda pharmaceutical, Zhejiang Construction Investment Group Co.Ltd(002761) , Yuehai feed, etc., and the net sales accounted for 3.62%, 3.59% and 5.46% of the turnover on that day
social security fund added 5 shares and increased 3 shares in the fourth quarter
Statistics show that as of March 4, the social security fund has appeared in the list of top 10 circulating shareholders of 10 stocks by the end of the fourth quarter of 2021. Among them, there are 5 new entrants and 3 additional holdings. In terms of the number of social security funds in the list of top ten circulating shareholders, two social security funds from three stocks including Thunder Software Technology Co.Ltd(300496) , Kbc Corporation Ltd(688598) , shengmei Shanghai and so on appeared
two financial data:
two cities and two financial balances decreased by 1.431 billion yuan
As of March 3, the balance of two financial institutions in Shanghai and Shenzhen was 173265 billion yuan, a decrease of 1.431 billion yuan compared with the previous trading day. Among them, the financing balance was 1633449 million yuan, a decrease of 1.184 billion yuan compared with the previous trading day; The balance of securities lending was 96.816 billion yuan, a decrease of 247 million yuan compared with the previous trading day.
financiers are optimistic about the purchase of 5 shares, accounting for more than 30% of the transaction
Statistics show that on March 3, a total of 1882 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) , with a purchase amount of 976 million yuan Qinghai Salt Lake Industry Co.Ltd(000792) purchase amount is 766 million yuan Shanxi Meijin Energy Co.Ltd(000723) purchases amounted to 620 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of five individual shares accounts for more than 30% of the turnover.
8 shares were financed, with net purchases exceeding 100 million yuan Kweichow Moutai Co.Ltd(600519) received the most net purchases
Statistics show that on March 3, a total of 1106 stocks were net purchased by financing, and 220 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 Kweichow Moutai Co.Ltd(600519) financing net purchase took the lead, with a net purchase of 278 million yuan on that day China Vanke Co.Ltd(000002) , Cosco Shipping Holdings Co.Ltd(601919) , Western Mining Co.Ltd(601168) , Wuliangye Yibin Co.Ltd(000858) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Elion Clean Energy Company Limited(600277) , Byd Company Limited(002594) and other shares were financed with a net purchase of more than 100 million yuan.
the financing balance of 145 shares increased by more than 5%
Statistics show that as of March 3, the balance of two financial institutions in Shanghai stock market was 921211 billion yuan, a decrease of 807 million yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 809054 billion yuan, a decrease of 624 million yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 173265 billion yuan, a decrease of 1.431 billion yuan compared with the previous trading day. In terms of individual stocks, there were 1106 stocks with an increase in financing balance, accounting for 48.66%, of which 145 stocks had an increase of more than 5%.
Shareate Tools Ltd(688257) and other five tech Innovation Board shares increased by more than 10%
Statistics show that on March 3, there were 213 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of five shares increased by more than 10%. The largest increase in financing balance was Shareate Tools Ltd(688257) , and the latest financing balance was 174836 million yuan, with a month on month increase of 31.94%; Kunhengshunwei, Shanghai Zj Bio-Tech Co.Ltd(688317) , Willfar Information Technology Co.Ltd(688100) , Hangzhou Biotest Biotech Co.Ltd(688767) and other stocks also increased significantly in financing balance
fund data:
too crazy! The number of public offerings soared by 1 trillion in one month, reaching a new high! Such funds exceeded 10 trillion
25.87 trillion! The total scale of public funds reached a new high. Following the “gold absorption” of 241.4 billion yuan per month in December last year, public funds continued to climb the peak against the trend in the first month of 2022. According to the latest data released by the China Fund Industry Association, by the end of January 2022, the net asset value of domestic public funds had reached 25.87 trillion yuan, an increase of 311.5 billion yuan month on month, with a total share increment of more than trillion copies
IPO data:
since this year, 53 new shares have been issued, raising a total of 80.5 billion yuan
Statistics show that, based on the issuance date, as of March 4, 53 companies have raised funds for the first time this year, with a cumulative fund-raising amount of 80.519 billion yuan, and a single company raised an average of 1.548 billion yuan. From the perspective of districts, there are 26 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 10 companies with a fund-raising amount of less than 500 million yuan.
