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 main capital flight stocks, net outflow of 789 shares for 5 consecutive days
The statistics of 785 or more main stocks in Shanghai and Shenzhen showed that there were two consecutive months of net outflows as of the 14th or the 14th. In terms of the duration of net outflow, Faw Jiefang Group Co.Ltd(000800) ranked first in terms of net outflow of main funds for 25 consecutive days Fujian Kuncai Material Technology Co.Ltd(603826) and other major capital net outflow for 22 consecutive days, ranking 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 6.326 billion yuan for 16 consecutive days, followed by China stock market news, with a cumulative net outflow of 4.485 billion yuan for 9 days.
strong stocks track the net inflow of main funds into 27 stocks for 5 consecutive days
According to statistics, as of the closing on March 14, a total of 27 stocks in Shanghai and Shenzhen had net inflows of main funds for 5 or more consecutive days Hisense Home Appliances Group Co.Ltd(000921) for 12 consecutive days, the net inflow of main funds ranked first Sg Micro Corp(300661) 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 1.321 billion yuan for seven consecutive days, Naura Technology Group Co.Ltd(002371) followed by a cumulative net inflow of 680 million yuan for five days.
110 shares were reduced by the main force by more than 100 million yuan, and the northward capital flowed out for 6 consecutive days
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 49.811 billion yuan. In terms of individual stocks, 1437 stocks received a net inflow of main funds today. In addition, 3195 stocks were net sold by main funds, of which 110 stocks were net sold by main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are Andon Health Co.Ltd(002432) , with a net outflow of RMB 1.614 billion; The top stocks in the net outflow of main funds include Guangzhou Wondfo Biotech Co.Ltd(300482) , Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , China Merchants Bank Co.Ltd(600036) , Changjiangrunfa Health Industry Co.Ltd(002435)
North Fund:
northbound funds sold off with a net outflow of 14.4 billion yuan today Kweichow Moutai Co.Ltd(600519) 1556 billion yuan
On March 11, statistics showed that the total net sales of northbound funds were 14.408 billion yuan, a new high since January 27. Among them, the Shanghai Stock connect sold a net 7.268 billion yuan and the Shenzhen Stock connect sold a net 7.141 billion yuan. Among the top ten traded stocks, the top two in net purchases are Luxshare Precision Industry Co.Ltd(002475) , Muyuan Foods Co.Ltd(002714) , with net purchases of 288 million yuan and 209 million yuan respectively. The top three net sales were Kweichow Moutai Co.Ltd(600519) , China Tourism Group Duty Free Corporation Limited(601888) , and China stock market news, with net sales of 1.556 billion yuan, 802 million yuan and 667 million yuan respectively.
Yantai Jereh Oilfield Services Group Co.Ltd(002353) and others 14 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 11, a total of 827 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, 14 have an increased market value of more than 100 million yuan, the largest is Yantai Jereh Oilfield Services Group Co.Ltd(002353) , the latest holding is 163 million shares, an increase of 3.77% month on month, and the increased market value is 281 million yuan; The market value of increased holdings is relatively large, and there are Ming Yang Smart Energy Group Limited(601615) , Luxshare Precision Industry Co.Ltd(002475) , Petrochina Company Limited(601857) , etc.
northbound capital holdings with a market value of over 5000 million shares (list attached)
Statistics show that on March 11, a total of 827 shares increased month on month (MOM) compared with the previous trading day. Based on the number of shares increased and the closing price of the day, there are 50 shares with an increased market value of more than 50 million yuan. The largest increase in market value is Yantai Jereh Oilfield Services Group Co.Ltd(002353) , the latest holding is 163 million shares, an increase of 3.77% mom, and the increased market value is 281 million yuan, Followed by Ming Yang Smart Energy Group Limited(601615) , Luxshare Precision Industry Co.Ltd(002475) , with an increased market value of 254 million yuan and 234 million yuan respectively.
26 shares increased by more than 30% through land stock connect Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) the largest increase
Statistics show that as of March 11, a total of 827 stocks have been increased by land stock connect. Among them, there were 26 companies whose holdings increased by more than 30% month on month, and the largest increase was Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) . Lu Gutong recently held 809900 shares, with a month on month increase of 130.16% over the previous trading day; There are also Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) , Focus Lightings Tech Co.Ltd(300708) , Guangdong Shunkong Development Co.Ltd(003039) , Infovision Optoelectronics (Kunshan) Co.Ltd(688055) , Beijing Philisense Technology Co.Ltd(300287) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 777 million yuan to raise funds Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) foreign capital net purchase of 5 shares and institutions net purchase of 7 shares
On March 14, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , amounting to 777 million yuan, was the largest net capital inflow among the dragon and tiger stocks on the list. Data show that the stock rose 9.14% during the day and 21.46% in the past three days. The net inflow of funds into the top seat of Shanghai Stock connect was 105 million yuan on the third day. A total of 28 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Yonghui Superstores Co.Ltd(601933) was the most bought, amounting to 421 million yuan. In addition, 21 shares were net sold by institutions, and Nanjing Vazyme Biotech Co.Ltd(688105) was sold the most, amounting to 338 million yuan
block trading:
on March 14, 105 block transactions occurred in 62 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 3.054 billion yuan
On March 14, 105 block transactions occurred in 62 stocks in Shanghai and Shenzhen, with a total turnover of 3.054 billion yuan.
Among them, there were 26 block transactions in 22 stocks in Shanghai stock market, with a total turnover of 571 million yuan; There were 77 block transactions in 38 stocks in Shenzhen, with a total turnover of 2.481 billion yuan. The stock index closed at 322353 points, down 2.60%, with a turnover of 418056 billion yuan
hot money information:
business department’s favorite stocks were exposed, and the net purchase of 3 stocks exceeded 50 million
Statistics show that on March 14, the business department net bought 146 million yuan of funds in the dragon and tiger list, of which 25 stocks were net bought and 19 stocks were net sold. The net purchases of more stocks were Henan Shenhuo Coal&Power Co.Ltd(000933) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Ningbo Menovo Pharmaceutical Co.Ltd(603538) and so on. The net purchases accounted for 4.60%, 1.94% and 2.86% of the turnover on that day. In addition, the top stocks sold by the business department were Yonghui Superstores Co.Ltd(601933) , Everjoy Health Group Co.Ltd(002162) , Jiangsu Sunshine Co.Ltd(600220) and so on, accounting for 3.90%, 6.23% and 4.00% of the turnover on that day
Increase of shares held by い
In the past five trading days (from March 7 to March 11), a total of 31 shares of listed companies were increased by important shareholders. In terms of the increase amount, 16 companies have increased their holdings by more than 10 million yuan in the past five days. The largest increase amount is China Telecom Corporation Limited(601728) . During the period, they have increased their holdings by 467 million shares, with a total increase amount of 2.01 billion yuan; The second is Haier Smart Home Co.Ltd(600690) , with an increase of 11.7 million shares and an increase of 262 million yuan
two financial data:
two cities and two financial balances decreased by 49.54 billion yuan
As of March 11, the balance of two financial institutions in Shanghai and Shenzhen was 170736 billion yuan, a decrease of 4.954 billion yuan compared with the previous trading day. Among them, the financing balance was 1613372 billion yuan, a decrease of 6.115 billion yuan compared with the previous trading day; The balance of securities lending was 93.988 billion yuan, an increase of 1.161 billion yuan over the previous trading day.
10 shares financed net purchase of more than 100 million yuan Jiugui Liquor Co.Ltd(000799) shares financed net purchase of the largest
Statistics show that on March 11, a total of 814 stocks were net purchased by financing, and 169 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan Jiugui Liquor Co.Ltd(000799) financing net purchases topped the list, with net purchases of 416 million yuan on the same day; The top net purchase amount of financing is Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Yuyue Medical Equipment And Supply Co.Ltd(002223) , Shede Spirits Co.Ltd(600702) , Yunnan Yuntianhua Co.Ltd(600096) , China International Capital Corporation Limited(601995) , Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Hangzhou First Applied Material Co.Ltd(603806) , Citic Securities Company Limited(600030) , etc.
financing customers control more than one share (list attached)
Statistics show that on March 11, the financing balance of Shanghai and Shenzhen was 1613372 billion yuan, accounting for 2.39% of the circulation market value of a shares. Among the two financial target stocks, there are 69 stocks with financing balance accounting for more than 10% of the circulating market value, 801 stocks with financing balance accounting for 5% ~ 10%, 1235 stocks with financing balance accounting for 1% ~ 5% and 174 stocks with financing balance accounting for no more than 1%.
Frontier Biotechnologies Inc(688221) and other 8 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on March 11, there were 154 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 8 shares increased by more than 10%. The largest increase in financing balance was Frontier Biotechnologies Inc(688221) , and the latest financing balance was 1306089 million yuan, with a month on month increase of 28.61%; Other stocks with large increase in financing balance include Nanjing Vazyme Biotech Co.Ltd(688105) , Aohua endoscopy, chuangyao technology, Zhenlei technology, Crown Advanced Material Co.Ltd(688560) , etc
fund data:
this year, 49 fund companies purchased with total amount exceeding 16 billion yuan
This year, the self purchase enthusiasm of fund companies has been heating up. According to the data, as of March 11, 2022, 49 fund companies had made self purchases during the year, with a total of 88 times, with a total amount of 1.664 billion yuan. From the perspective of self purchase types, the self purchase scale of equity funds and hybrid funds is relatively balanced as a whole, with 630 million yuan and 638 million yuan respectively. The self purchase scale of bond funds is relatively small as a whole, with a self purchase scale of 325 million yuan during the year.
is a year with the star fund managers’ going private again attracted attention
Since the beginning of the year, under the background of wide market shocks and intensified sector fluctuations, personnel changes in the public offering industry have become more and more frequent. According to the data, as of March 13, 63 fund managers had left their posts since 2022, up 14.55% year-on-year compared with the same period last year, higher than the same period data in recent years. Looking back at the same period from 2016 to 2021, the figures are 27, 31, 24, 49, 48 and 55 respectively. Even in the same period of 2015, when fund managers left office very frequently, only 48 fund managers left office.
