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 634 main capital flight shares for 5 consecutive days
Statistics show that as of the closing on March 7, 634 stocks in Shanghai and Shenzhen had 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 29 consecutive days, the net outflow of main funds ranked first Faw Jiefang Group Co.Ltd(000800) for 20 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 4.515 billion yuan for 11 consecutive days, China Merchants Bank Co.Ltd(600036) followed by a cumulative net outflow of 3.813 billion yuan for 11 days.
strong stocks track the net inflow of main funds into 38 stocks for 5 consecutive days
Statistics show that as of the closing on March 7, a total of 38 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) and other major capital net inflows for 8 consecutive days, ranking first Hisense Home Appliances Group Co.Ltd(000921) and other major capital net inflows for 7 consecutive days, ranking second. In terms of the total net inflow of main funds, China Meheco Group Co.Ltd(600056) main funds had the largest net inflow, with a cumulative net inflow of 741 million yuan for six consecutive days, followed by Yankuang energy, with a cumulative net inflow of 425 million yuan for six days.
withdrawal of main funds from electronics, medicine, biology and other industries, net sales of funds to the North Contemporary Amperex Technology Co.Limited(300750) , Wuliangye Yibin Co.Ltd(000858) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 51.049 billion yuan. From the perspective of construction and mining sectors, there are only 2.67 billion yuan of net capital flowing out of the main sectors, of which the construction sector and mining sector have the largest net capital outflow, with a net capital inflow of 2.67 million yuan; The leading net outflow of main funds in the industry sector are medicine and biology, electrical equipment, chemical industry, computer, non bank finance, food and beverage
North Fund:
northbound capital flight exceeded 8.2 billion yuan, the largest net outflow in a single day after the Spring Festival! But against the trend, the photovoltaic giant
Northbound funds showed a unilateral net outflow throughout the day, with a net outflow of 8.272 billion yuan. Among them, the net outflow of Shanghai Stock connect was 5.286 billion yuan and that of Shenzhen Stock connect was 2.986 billion yuan, the largest single day net outflow after the Spring Festival. In terms of the top ten active stocks, Contemporary Amperex Technology Co.Limited(300750) , Wuliangye Yibin Co.Ltd(000858) , Ping An Insurance (Group) Company Of China Ltd(601318) and Ping An Insurance (Group) Company Of China Ltd(601318) were net sold by BEIXIANG capital of 1.305 billion yuan, 936 million yuan and 834 million yuan respectively. The 100 billion photovoltaic giant Sungrow Power Supply Co.Ltd(300274) net purchase amount ranks first, with an amount of 545 million yuan.
BEIXIANG capital increased its holdings of shares with a market value of more than 100 million yuan (list attached)
Statistics show that on March 4, the shareholding of 755 shares increased month on month compared with the previous trading day. Based on the number of increased shares and the closing price of the day, 26 of the increased positions have a market value of more than 100 million yuan. China stock market news has the largest increased market value, with the latest shareholding of 823 million shares, an increase of 2.37% month on month, and the increased market value of 495 million yuan, Followed by Wuxi Apptec Co.Ltd(603259) , Longi Green Energy Technology Co.Ltd(601012) , with an increased market value of 386 million yuan and 330 million yuan respectively.
Beishang capital warehouse non ferrous metal sector 22 shares increased for seven consecutive weeks
After two consecutive weeks of net outflow of funds from northbound, the net inflow last week was 4.274 billion yuan, including 5.035 billion yuan in Shanghai and 761 million yuan in Shenzhen. Compared with previous weeks, the intensity of fund position adjustment in the North has decreased, and the transaction amount last week was less than 100 billion yuan. Since the Spring Festival, the funds transferred to the north have mainly been biased towards cyclical stocks. They have increased their positions in the theme sector of "stable growth" for many times. Last week, the month on month increase of shareholding in public utilities, real estate and non-ferrous metal industries ranked first. Statistics show that 22 shares have been increased by funds going north for seven consecutive weeks, among which the latest market value of China Yangtze Power Co.Ltd(600900) , Nari Technology Co.Ltd(600406) , Sungrow Power Supply Co.Ltd(300274) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Sanhua Intelligent Controls Co.Ltd(002050) positions exceeds 10 billion yuan.
25 shares increased by more than 30% through land stock connect Dongguan Aohai Technology Co.Ltd(002993) with the largest increase
Statistics show that as of March 4, a total of 755 stocks have been increased by land stock connect. Among them, there are 25 companies whose holdings have increased by more than 30% month on month, and the biggest increase is Dongguan Aohai Technology Co.Ltd(002993) . Land stock connect recently held 136900 shares, with a month on month increase of 175.25% over the previous trading day; Other stocks with larger month on month growth include Fujian Yongfu Power Engineering Co.Ltd(300712) , Shanghai Kinlita Chemical Co.Ltd(300225) , Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Liao Ning Oxiranchem Inc(300082)
dragon and tiger list:
dragon and tiger list: 150 million rush to raise funds Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) foreign capital net purchase of 6 shares and institutions net purchase of 4 shares
On March 7, Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) , with a net capital inflow of 150 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 3.64% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 705038 million yuan, and Huaxin Shanghai Branch was 426311 million yuan. A total of 22 shares were involved in the institutional participation in the dragon and tiger list, of which 4 shares were net bought by the institution, and Asia-Potash International Investment (Guangzhou) Co.Ltd(000893) was bought the most, amounting to 376926 million yuan
block trading:
Shanghai and Shenzhen stock markets on March 7, 194 block transactions occurred in 73 stocks, with a total turnover of 2.62 billion yuan
On March 7, 194 block transactions occurred in 73 stocks in Shanghai and Shenzhen, with a total turnover of 2.62 billion yuan.
Among them, there were 99 block transactions in 37 stocks in Shanghai Stock Exchange, with a total turnover of 1.207 billion yuan; There were 90 block transactions in 35 stocks in Shenzhen, with a total turnover of 1.406 billion yuan. The stock index closed at 337286 points, down 2.17%, with a turnover of 458157 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase exceeded 50 million
Statistics show that on March 7, the sales department bought a net 201 million yuan of funds, including 20 stocks bought and 25 stocks sold. The net purchases of more stocks were Wuxi Hodgen Technology Co.Ltd(300279) , Pengxin International Mining Co.Ltd(600490) , Kidswant Children Products Co.Ltd(301078) and so on, accounting for 44.83%, 23.30% and 5.61% of the turnover on that day. In addition, the top stocks sold by the business department were Hefu China, Ningbo Xusheng Auto Technology Co.Ltd(603305) , Chengda pharmaceutical, etc., and the net sales accounted for 6.57%, 20.86% and 3.24% of the turnover on that day
16 shares increased by important shareholders Tiandi Science & Technology Co.Ltd(600582) shares increased by the largest amount
Statistics show that in the past five trading days (February 28 to March 4), a total of 16 shares of listed companies have been increased by important shareholders. In terms of the increase amount, eight companies have increased their holdings by more than 10 million yuan in the past five days. The largest increase amount is Tiandi Science & Technology Co.Ltd(600582) . During the period, they have increased their holdings by 77598500 shares, with a total increase amount of 318 million yuan; Followed by Bank Of Nanjing Co.Ltd(601009) , with an increase of 161811 million shares and an increase of 162 million yuan. In terms of the number of holdings increase, there are three companies that have been increased by important shareholders more than twice in the past five days, namely Shandong Shida Shenghua Chemical Group Company Limite(603026) (4 holdings increase), Bank Of Nanjing Co.Ltd(601009) (2 holdings increase), Shanghai M&G Stationery Inc(603899) (2 holdings increase), etc
two financial data:
two cities and two financial balances decreased by 73.12 billion yuan
As of March 4, the balance of two financial institutions in Shanghai and Shenzhen was 1722953 billion yuan, a decrease of 7.312 billion yuan compared with the previous trading day. Among them, the financing balance was 1628114 billion yuan, a decrease of 5.335 billion yuan compared with the previous trading day; The balance of securities lending was 94.839 billion yuan, a decrease of 1.977 billion yuan compared with the previous trading day.
6 shares financed net purchase of more than 100 million yuan China Vanke Co.Ltd(000002) net purchase of the most
Statistics show that on March 4, a total of 923 stocks were net purchased by financing, and 145 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of six financing companies exceeded 100 million yuan China Vanke Co.Ltd(000002) financing net purchases took the lead, with a net purchase of 321 million yuan on the same day Tianqi Lithium Corporation(002466) , Gigadevice Semiconductor (Beijing) Inc(603986) , Guanghui Energy Co.Ltd(600256) , Ping An Insurance (Group) Company Of China Ltd(601318) , Anhui Golden Seed Winery Co.Ltd(600199) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Contemporary Amperex Technology Co.Limited(300750) , Tongkun Group Co.Ltd(601233) and other shares were financed with a net purchase of more than 80 million yuan.
financiers are optimistic about 4 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 4, a total of 1881 individual stocks were purchased with financing funds, of which Tianqi Lithium Corporation(002466) , with a purchase amount of 842 million yuan, was the highest Contemporary Amperex Technology Co.Limited(300750) purchase amount is RMB 727 million China Vanke Co.Ltd(000002) purchase amount is 622 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.
financing customers control more than one share (list attached)
Statistics show that on March 4, the financing balance of Shanghai and Shenzhen was 1628114 billion yuan, accounting for 2.32% 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, 775 stocks with financing balance accounting for 5% ~ 10%, 1248 stocks with financing balance accounting for 1% ~ 5% and 184 stocks with financing balance accounting for no more than 1%
fund data:
crude oil QDII high premium drop fund company tips risk
With the obvious rise in the yield of crude oil QDII, the trading enthusiasm of floor funds increased rapidly. The floor premium rate of some funds once exceeded 20%, and several fund announcements suggested premium risk. Recently, the exchange trading prices of relevant funds fell sharply, and investors who had chased higher suffered losses. Insiders suggest that the floor trading price is affected by supply and demand, liquidity and other factors. Investors need to pay high attention to premium risk, invest rationally and avoid chasing higher.
9288 only 25.87 trillion! The scale of public funds reached a new high equity shrinkage they are the favorite of Jimin
The scale of public funds reached a new high, among which bond funds grew the fastest. On March 3, the data disclosed by the China Fund Industry Association showed that as of the end of January this year, the number of fund managers in China was 151, the number of managed public fund products was 9288, and the net asset value of managed funds totaled 25.87 trillion yuan, with the scale growing for four consecutive months.
