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 22 shares for more than 5 consecutive days
Statistics show that as of the closing on March 11, a total of 22 stocks in Shanghai and Shenzhen have been the main capital for more than five consecutive trading days. The largest number of consecutive inflow days is Hisense Home Appliances Group Co.Ltd(000921) , which has been net inflow for 11 consecutive trading days; There are also Bank Of Nanjing Co.Ltd(601009) , Sg Micro Corp(300661) , Qingdao Foods Co.Ltd(001219) , Gigadevice Semiconductor (Beijing) Inc(603986) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) , with net inflows of 8, 7, 7, 6 and 6 trading days respectively.
strong stocks track the net inflow of main funds into 22 stocks for 5 consecutive days
Statistics show that as of the closing on March 11, a total of 22 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Hisense Home Appliances Group Co.Ltd(000921) for 11 consecutive days, the net inflow of main funds ranked first Bank Of Nanjing Co.Ltd(601009) for 8 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Gigadevice Semiconductor (Beijing) Inc(603986) main funds had the largest net inflow, with a cumulative net inflow of 1.270 billion yuan for six consecutive days, Sg Micro Corp(300661) followed by a cumulative net inflow of 629 million yuan for seven days.
57 shares won the main position increase of more than 100 million yuan, and the institutions on the Dragon Tiger list scrambled to raise Zhejiang Orient Gene Biotech Co.Ltd(688298) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 19.139 billion yuan. In terms of individual stocks, 1578 stocks received a net inflow of main funds today, of which 57 stocks received a net inflow of more than 100 million yuan and 3054 stocks were sold by the main funds, of which 81 stocks were sold by the main funds of more than 100 million yuan. The top stocks in the net outflow of main funds were Goertek Inc(002241) , Anhui Golden Seed Winery Co.Ltd(600199) , Elion Clean Energy Company Limited(600277) , Luxshare Precision Industry Co.Ltd(002475) , Kweichow Moutai Co.Ltd(600519)
North Fund:
northbound capital net outflow of 5 billion yuan today sold Kweichow Moutai Co.Ltd(600519) 848 million yuan
On March 11, statistics showed that the total net sales of northbound funds were 5.042 billion yuan, including 3.142 billion yuan for Shanghai Stock connect and 1.9 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, the top three in net purchases were Luxshare Precision Industry Co.Ltd(002475) , Nari Technology Co.Ltd(600406) , Zijin Mining Group Company Limited(601899) , with net purchases of 231 million yuan, 113 million yuan and 91 million yuan respectively. The top three in net sales are Kweichow Moutai Co.Ltd(600519) , Naura Technology Group Co.Ltd(002371) , Wuxi Apptec Co.Ltd(603259) , with net sales of 848 million yuan, 569 million yuan and 504 million yuan respectively.
Longi Green Energy Technology Co.Ltd(601012) etc. 26 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 10, a total of 686 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, 26 have an increased market value of more than 100 million yuan, the largest is Nari Technology Co.Ltd(600406) , the latest holding is 850 million shares, an increase of 1.11% month on month, and the increased market value is 332 million yuan; There are also Longi Green Energy Technology Co.Ltd(601012) , China stock market news, Contemporary Amperex Technology Co.Limited(300750) and other stocks with a large market value.
67 shares holding more than 10% of the circulating capital
Statistics show that as of March 10, 2319 shares were held by northbound funds, with a total shareholding of 103880 billion shares and a total market value of 2.32 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.
North fund position increase list: 35 shares holdings increased by more than 30% month on month
Statistics show that as of March 10, 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 103880 billion shares, a decrease of 104 million shares compared with the previous trading day. From the perspective of increasing positions, there are 35 companies with a month on month increase of more than 30%.
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Statistics show that as of March 10, a total of 686 stocks have been increased by land stock connect. Among them, there were 36 companies whose holdings increased by more than 30% month on month, and the largest increase was Beijing Hezong Science&Technology Co.Ltd(300477) . Land stock connect recently held 1.5904 million shares, with a month on month increase of 143.44% over the previous trading day; There are also Cnsig Inner Mongolia Chemical Industry Co.Ltd(600328) , Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) , Beijing Bohui Innovation Biotechnology Group Co.Ltd(300318) , Liao Ning Oxiranchem Inc(300082) , Yibin Tianyuan Group Co.Ltd(002386) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 483 million rush to raise funds Andon Health Co.Ltd(002432) foreign capital net buys 4 shares and institutions net buys 13 shares
On March 11, Andon Health Co.Ltd(002432) , with 483 million yuan, was the largest net capital inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 17.13% throughout the day. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 282 million yuan. A total of 25 shares were involved in the institutional participation in the dragon and tiger list, of which 13 shares were net bought by the institution, and Zhejiang Orient Gene Biotech Co.Ltd(688298) was the most bought, amounting to 512 million yuan.
In addition, 12 shares were sold by institutions, and Guangzhou Wondfo Biotech Co.Ltd(300482) was sold the most, with a net sales of 368 million yuan in three days
block trading:
on March 11, 122 block transactions occurred in 74 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.797 billion yuan
On March 11, 122 block transactions occurred in 74 stocks in Shanghai and Shenzhen, with a total turnover of 1.797 billion yuan. Among them, there were 60 block transactions in 31 stocks in Shanghai stock market, with a total turnover of 627 million yuan; There were 60 block transactions in 41 stocks in Shenzhen, with a total turnover of 1.169 billion yuan. The Shanghai index closed at 330975 points, up 0.41%, with a turnover of 458687 billion yuan
Tianjin Jieqiang Power Equipment Co.Ltd(300875) : CICC Zhuoyu plans to reduce its holdings of the company by no more than 3.17% shares
Tianjin Jieqiang Power Equipment Co.Ltd(300875) ( Tianjin Jieqiang Power Equipment Co.Ltd(300875) ) announced on March 11 that Suzhou zhongjinzhuoyu equity investment center (limited partnership) (hereinafter referred to as “zhongjinzhuoyu”), a shareholder with a shareholding of 3.17%, plans to reduce the total shares of the company by means of centralized bidding or block trading within 6 months after 3 trading days (accounting for 3.17% of the total share capital of the company).
Impulse (Qingdao) Healthtechco.Ltd(002899) : Yinfu China and its concerted actors plan to reduce their holdings by no more than 3% shares
Impulse (Qingdao) Healthtechco.Ltd(002899) ( Impulse (Qingdao) Healthtechco.Ltd(002899) ) announced on March 11 that Yin Fu China, a shareholder with a total shareholding of 7.34%, and Hunan Cultural Tourism, a person acting in concert, plan to reduce the total shareholding of the company by no more than 3.6 million shares (accounting for 3% of the total share capital of the company).
Zhejiang Yangfan New Materials Co.Ltd(300637) : yijinfan investment plans to reduce the holding of the company by no more than 1.75% shares
Zhejiang Yangfan New Materials Co.Ltd(300637) ( Zhejiang Yangfan New Materials Co.Ltd(300637) ) announced on March 11 that Ningbo yijinfan investment management partnership (limited partnership) (hereinafter referred to as “yijinfan investment”), a shareholder holding 1.75%, plans to reduce the company’s shares by centralized bidding or block trading within 6 months after 3 trading days (accounting for 1.75% of the company’s total share capital)
two financial data:
two cities and two financial balances decreased by 1.21 billion yuan
As of March 10, the balance of two financial institutions in Shanghai and Shenzhen was 1712314 billion yuan, a decrease of 121 million yuan compared with the previous trading day. Among them, the financing balance was 1619487 billion yuan, a decrease of 2.101 billion yuan compared with the previous trading day; The balance of securities lending was 92.8 billion yuan, an increase of 92.8 billion yuan from the previous day.
12 shares financed net purchase of more than 100 million yuan Zhejiang Huayou Cobalt Co.Ltd(603799) shares purchased the most
Statistics show that on March 10, a total of 968 stocks were net purchased by financing, and 221 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 100 million yuan Zhejiang Huayou Cobalt Co.Ltd(603799) financing net purchases topped the list, with net purchases of 307 million yuan on the same day; Followed by Tianqi Lithium Corporation(002466) , Tongwei Co.Ltd(600438) , with net financing purchases of 281 million yuan and 227 million yuan respectively. Huaqin technology, Qinghai Salt Lake Industry Co.Ltd(000792) , China National Nuclear Power Co.Ltd(601985) , Ganfeng Lithium Co.Ltd(002460) , Elion Clean Energy Company Limited(600277) and other stocks ranked first in the net purchase amount of financing.
financiers are optimistic about 3 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 10, a total of 1883 stocks were purchased with financing funds, of which Contemporary Amperex Technology Co.Limited(300750) , with a purchase amount of 971 million yuan Elion Clean Energy Company Limited(600277) purchase amount is 747 million yuan Byd Company Limited(002594) purchases amounted to 704 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.
Huaqin technology, etc. 14 Kechuang board shares, the financing balance increased by more than 10%
Statistics show that on March 10, the financing balance of 202 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 14 shares increased by more than 10%. The largest increase in financing balance is Huaqin technology. The latest financing balance is 415139300 yuan, with a month on month increase of 97.46%; Other stocks with large increase in financing balance include Asahi biology, Shenzhen Yhlo Biotech Co.Ltd(688575) , Crown Advanced Material Co.Ltd(688560) , Giantec Semiconductor Corporation(688123) , Shareate Tools Ltd(688257) , etc
fund data:
private placement giant Gao Yi has a well-known fund manager to join! The wave of “public to private” is rising again head private placement turns to “platform” operation
100 billion private placement giant Gao Yi welcomes another well-known fund manager to join us! According to the website of the fund industry association, Ge Chen, the former Boshi fund manager, recently joined Gaoyi assets, adding another strong medical general to the 100 billion giant. Since the beginning of 2022, many well-known fund managers, including Dong Chengfei, Cui Ying and Ge Chen, have left the fund industry, setting off a new wave of “public to private”. With the changes of many well-known fund managers, more and more head private placement is transforming to platform private placement.
