See people first, see data first! 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 817 shares of capital flight stocks for 5 consecutive days
Statistics show that as of the closing on March 8, a total of 817 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 consecutive days or more. In terms of the duration of net outflow, Shenzhen Quanxinhao Co.Ltd(000007) for 30 consecutive days, the net outflow of main funds ranked first Faw Jiefang Group Co.Ltd(000800) for 21 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 5.149 billion yuan for 12 consecutive days, Boe Technology Group Co.Ltd(000725) followed by a cumulative net outflow of 4.307 billion yuan for 11 days.
strong stocks track the net inflow of main funds into 27 stocks for 5 consecutive days
Statistics show that as of the closing on March 8, a total of 27 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days China South Publishing & Media Group Co.Ltd(601098) for 9 consecutive days, the net inflow of main funds ranked first Hubei Feilihua Quartz Glass Co.Ltd(300395) and other major capital net inflows for 8 consecutive days, ranking second. In terms of the total net inflow of main funds, Apeloa Pharmaceutical Co.Ltd(000739) main funds had the largest net inflow, with a cumulative net inflow of 429 million yuan for seven consecutive days, Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) followed by a cumulative net inflow of 368 million yuan for seven days.
130 shares were reduced by the main force and 11 shares were withdrawn from the Dragon Tiger list organization of more than 100 million yuan
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 53.88 billion yuan. In terms of individual stocks, 1282 stocks received a net inflow of main funds today. In addition, 3354 stocks were net sold by main funds, of which 130 stocks were net sold by main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are Tianqi Lithium Corporation(002466) , with a net outflow of 1.621 billion yuan; The top stocks in the net outflow of main funds include Ganfeng Lithium Co.Ltd(002460) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Qinghai Salt Lake Industry Co.Ltd(000792) , Ping An Insurance (Group) Company Of China Ltd(601318) , Byd Company Limited(002594)
North Fund:
northward capital flight of 8.699 billion yuan! While continuing to significantly reduce Contemporary Amperex Technology Co.Limited(300750) while continuously increasing positions in this non-ferrous metal stock
On March 8, the net outflow of funds from the North continued to be substantial. On that day, the net outflow of Shanghai Stock connect was 3.151 billion yuan and that of Shenzhen Stock connect was 5.548 billion yuan, with a total net outflow of 8.699 billion yuan, another one-day high after the Spring Festival this year. The northward capital outflow has been substantial for two consecutive days, with a cumulative net outflow of nearly 17 billion yuan. In terms of the top ten active stocks, Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) were sold net of 2.631 billion yuan, 575 million yuan and 513 million yuan respectively Zijin Mining Group Company Limited(601899) net purchases topped the list, amounting to 610 million yuan.
Sungrow Power Supply Co.Ltd(300274) etc. 21 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 7, a total of 573 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, 21 have an increased market value of more than 100 million yuan, the largest is Sungrow Power Supply Co.Ltd(300274) , the latest holding is 209 million shares, an increase of 2.16% month on month, and the increased market value is 548 million yuan; The market value of increased holdings is large, and there are Zijin Mining Group Company Limited(601899) , China Yangtze Power Co.Ltd(600900) , Luzhou Laojiao Co.Ltd(000568) and other shares.
67 shares holding more than 10% of the circulating capital
Statistics show that as of March 7, 2319 shares were held by northbound funds, with a total shareholding of 105291 billion shares and a total market value of 2.37 trillion yuan. According to the statistics of shareholding ratio, 43 shares held more than 10% of the total share capital, and 67 held more than 10% of the circulating shares.
Shandong Shida Shenghua Chemical Group Company Limite(603026) etc. 20 shares were increased by more than 30% through land stock connect
Statistics show that as of March 7, a total of 573 stocks have been increased by land stock connect. Among them, there are 20 companies whose holdings have increased by more than 30% month on month, and the largest increase is Jiangsu Sidike New Materials Science & Technology Co.Ltd(300806) . Land stock connect recently held 185200 shares, with a month on month increase of 184.54% over the previous trading day; Other stocks with larger month on month growth include Jiangsu Huahong Technology Co.Ltd(002645) , Shandong Shida Shenghua Chemical Group Company Limite(603026) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , Beijing Spc Environment Protection Tech Co.Ltd(002573) , Guanglian Aviation Industry Co.Ltd(300900) , etc.
ranking list of position increase range of land stock connect (attached shares)
Statistics show that as of March 7, 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 105291 billion shares, a decrease of 522 million shares compared with the previous trading day. In terms of the range of position increase, there are 28 with a month on month increase of more than 20%
dragon and tiger list:
dragon and tiger list: 286 million rush to raise funds Elion Clean Energy Company Limited(600277) foreign capital net buys 3 shares and institutions net buys 9 shares
On March 8, Elion Clean Energy Company Limited(600277) , with a net inflow of 286 million yuan in the three days, was the largest net inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, up 11.21% in the past three days. The top net inflow of funds was Yuanshen road in Eastern Shanghai, which bought 188 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 9 were net bought by the institution, and Andon Health Co.Ltd(002432) was the most bought, amounting to 119 million yuan.
In addition, 13 shares were net sold by institutions, and Ningbo Ronbay New Energy Technology Co.Ltd(688005) was sold the most, amounting to 415 million yuan
block trading:
on March 8, 113 block transactions occurred in 76 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.766 billion yuan
On March 8, 113 block transactions occurred in 76 stocks in Shanghai and Shenzhen, with a total turnover of 1.766 billion yuan. Among them, there were 52 block transactions in 40 stocks in Shanghai stock market, with a total turnover of 831 million yuan; There were 58 block transactions in 33 stocks in Shenzhen, with a total turnover of 931 million yuan. The stock index closed at 329353 points, down 2.35%, with a turnover of 485624 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 8, the sales department sold 62 million yuan of funds, including 23 stocks bought and 26 stocks sold. The net purchases of more stocks were Leon Technology Co.Ltd(300603) , Zjbc Information Technology Co.Ltd(000889) , C, etc., accounting for 25.00%, 17.16% and 4.54% of the turnover on that day. In addition, the top stocks sold by the business department were Andon Health Co.Ltd(002432) , Zhejiang Yueling Co.Ltd(002725) , Kidswant Children Products Co.Ltd(301078) and so on, accounting for 6.11%, 11.99% and 5.97% of the turnover on that day
social security fund newly acquired 5 shares shares in the fourth quarter increased 5 shares
Statistics show that as of March 8, the social security fund appeared in the list of top 10 circulating shareholders of 12 stocks by the end of the fourth quarter of 2021. Among them, there are 5 new entrants and 5 additional holdings. In terms of the number of social security funds in the list of top ten circulating shareholders, two social security funds have appeared in three stocks, including Kbc Corporation Ltd(688598) , Thunder Software Technology Co.Ltd(300496) , shengmei Shanghai and so on
two financial data:
two cities and two financial balances increased by 9.8 billion yuan
As of March 7, the balance of two financial institutions in Shanghai and Shenzhen was 1723933 billion yuan, an increase of 980 million yuan over the previous trading day. Among them, the financing balance was 163354 billion yuan, an increase of 3.24 billion yuan over the previous trading day; The balance of securities lending was 92.579 billion yuan, a decrease of 2.26 billion yuan compared with the previous trading day.
financiers are optimistic about 2 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 7, a total of 1880 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) , with a purchase amount of 1.252 billion yuan China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) purchase amount is 917 million yuan Contemporary Amperex Technology Co.Limited(300750) purchases amounted to 730 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.
12 shares financed net purchase of more than 100 million yuan Kweichow Moutai Co.Ltd(600519) shares purchased the most
Statistics show that on March 7, 1151 stocks were net purchased by financing, and 258 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 100 million yuan Kweichow Moutai Co.Ltd(600519) financing net purchase took the lead, with a net purchase of RMB 676 million on that day China Tourism Group Duty Free Corporation Limited(601888) , Huaqin technology, China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Citic Securities Company Limited(600030) , China Merchants Bank Co.Ltd(600036) , Wuliangye Yibin Co.Ltd(000858) , Chengtun Mining Group Co.Ltd(600711) , Ming Yang Smart Energy Group Limited(601615) and other shares were financed with a net purchase of more than 100 million yuan.
No. 9 company and other companies 6 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on March 7, there were 181 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was the No. 9 company, with the latest financing balance of 110046 million yuan, a month on month increase of 17.65%; Other stocks with large increase in financing balance include Shanghai Haoyuan Chemexpress Co.Ltd(688131) , Chemclin Diagnostics Co.Ltd(688468) , Shanghai Zj Bio-Tech Co.Ltd(688317) , etc
fund data:
from the beginning of \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ only crude oil fund rose more than 20%
The data show that after excluding the abnormal net worth funds and the newly established funds this year, among the 378 QDII funds with comparable performance in the whole market, only 37 funds recorded positive returns in the first two months, accounting for less than 10%; There are 341 loss making funds, accounting for more than 90%. Specifically, in terms of rise and fall, the fund with the best performance in the first two months increased by 24.13%, the fund with the worst performance decreased by 22.30%, and the gap between the first and last performance reached 46.43%.
