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:
declassified 829 shares of capital flight stocks for 5 consecutive days
Statistics show that as of the closing on March 15, a total of 829 stocks in Shanghai and Shenzhen had a net outflow of main funds for 5 or more consecutive days. 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 26 consecutive days Jiangsu Canlon Building Materials Co.Ltd(300715) for 23 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 7.133 billion yuan for 17 consecutive days, followed by China stock market news, with a cumulative net outflow of 4.527 billion yuan for 10 days. From the ratio of net outflow of main funds to turnover, Galaxy Biomedical Investment Co.Ltd(000806) ranked first, and the stock fell 18.33% in recent 6 days.
135 shares were raised by the main body's reduction of more than 100 million Yuan Long Hu list institutions China Meheco Group Co.Ltd(600056) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 60.215 billion yuan. In terms of individual stocks, 1144 stocks received a net inflow of main funds today, and 3507 stocks were net sold by main funds, of which 135 stocks were net sold by main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are China Meheco Group Co.Ltd(600056) , with a net outflow of 949 million yuan; Among the top stocks in the net outflow of main funds are Aier Eye Hospital Group Co.Ltd(300015) , Ping An Insurance (Group) Company Of China Ltd(601318) , China Merchants Bank Co.Ltd(600036) , China Vanke Co.Ltd(000002) , Wuliangye Yibin Co.Ltd(000858)
northbound funds:
Shanghai stock index fell 3100 points, and the northward capital has continuously reduced its position by more than 66 billion yuan in the past seven days, and increased its holdings of this bank stock against the market (list)
The net outflow of funds from the North continued to be substantial. Among them, the Shanghai Stock connect sold a net 8.864 billion yuan and the Shenzhen Stock connect sold a net 7.161 billion yuan, with a total net sales of 16 billion yuan throughout the day, setting a new high for the net outflow in a single day during the year and an outflow of more than 10 billion yuan for two consecutive days. In terms of the top ten active stocks, Kweichow Moutai Co.Ltd(600519) , China stock market news and Contemporary Amperex Technology Co.Limited(300750) were net sold by northbound funds of 2.706 billion yuan, 1.253 billion yuan and 1.061 billion yuan respectively China Merchants Bank Co.Ltd(600036) net purchases topped the list, amounting to 76 million yuan. In addition, net purchases amounted to Midea Group Co.Ltd(000333) 46 million yuan.
Luxshare Precision Industry Co.Ltd(002475) and other 10 shares obtained the capital increase of more than 100 million yuan from North
Statistics show that on March 14, a total of 500 stocks received northward capital, 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, 10 have an increased market value of more than 100 million yuan, the largest is Luxshare Precision Industry Co.Ltd(002475) , the latest holding is 562 million shares, an increase of 1.49% month on month, and the increased market value is 283 million yuan; There are also Nari Technology Co.Ltd(600406) , Muyuan Foods Co.Ltd(002714) , Goertek Inc(002241) and other stocks with a large market value.
northbound capital position increase list: 39 shares holdings increased by more than 10% month on month
Statistics show that as of March 14, 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 103293 billion shares, a decrease of 623 million shares compared with the previous trading day. From the perspective of position increase range, there are 39 with a month on month increase of more than 10%.
12 shares were increased by more than 20% through land stock connect Guangdong Huiyun Titanium Industry Co.Ltd(300891) with the largest increase
Statistics show that as of March 14, a total of 500 stocks have been increased by land stock connect. Among them, there were 12 companies whose holdings increased by more than 20% month on month, and the largest increase was Guangdong Huiyun Titanium Industry Co.Ltd(300891) . Land stock connect recently held 497600 shares, with a month on month increase of 64.11% over the previous trading day; Other stocks with larger month on month growth include Hyunion Holding Co.Ltd(002537) , Sineng Electric Co.Ltd(300827) , Focused Photonics (Hangzhou) Inc(300203) , Focus Lightings Tech Co.Ltd(300708) , Shenzhen Sunnypol Optoelectronics Co.Ltd(002876) , etc
dragon and tiger list:
dragon and tiger list: RMB 436 million rush to raise funds Yonghui Superstores Co.Ltd(601933) foreign capital net buys 3 shares and institutions net buys 8 shares
On March 15, Yonghui Superstores Co.Ltd(601933) , with a net inflow of 436 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 fell 2.35% during the day and rose 14.01% in the past three days. The net inflow of funds into the top seat of Shanghai Stock connect was 287631 million yuan on the third day. A total of 22 stocks were involved in the institutional participation list, of which 8 were net bought by the institution, Yonghui Superstores Co.Ltd(601933) was the most bought, with a net purchase of 381 million yuan in three days. In addition, 14 shares were net sold by institutions, and Zhejiang Ausun Pharmaceutical Co.Ltd(603229) was the most sold, with a net sales of 641748 million yuan in three days
block trading:
Shanghai and Shenzhen stock markets had 73 block transactions of 60 stocks on March 15, with a total turnover of 2.308 billion yuan
On March 15, 73 block transactions occurred in 60 stocks in Shanghai and Shenzhen, with a total turnover of 2.308 billion yuan. Among them, there were 23 block transactions in 21 stocks in Shanghai Stock Exchange, with a total turnover of 1.229 billion yuan; There were 50 block transactions in 39 stocks in Shenzhen, with a total turnover of 1.079 billion yuan. The stock index closed at 306397 points, down 4.95%, with a turnover of 508158 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 15, the business department bought a net 369 million yuan of funds in the dragon and tiger list, of which 26 stocks were bought and 14 stocks were sold.
The net purchases of more stocks were Taihai Manoir Nuclear Equipment Co.Ltd(002366) , Zhejiang Construction Investment Group Co.Ltd(002761) , Anhui Shanhe Pharmaceutical Excipients Co.Ltd(300452) and so on. The net purchases accounted for 20.14%, 8.28% and 7.81% of the turnover on that day. In addition, the top stocks sold by the business department were China Meheco Group Co.Ltd(600056) , Anhui Wantong Technology Co.Ltd(002331) , Mcc Meili Cloud Computing Industry Investment Co.Ltd(000815) and so on, accounting for 2.45%, 16.92% and 2.10% of the turnover on that day
Sunrise Group Company Limited(002752) : Liu Jiayi, vice president and Secretary of the board of directors, increased 200000 shares of the company
Sunrise Group Company Limited(002752) announced on March 15 that Sunrise Group Company Limited(002752) received a notice from Mr. Liu Jiayi, director, vice president and Secretary of the board of directors of the company on March 15, 2022. Based on his confidence in the future development prospects of the company and his recognition of the long-term investment value of the company's shares, Mr. Liu Jiayi increased his holdings of 200000 shares of the company through the trading system of Shenzhen stock exchange through centralized bidding, The average price of the increase is 4.99 yuan / share, and the shareholding ratio after the increase is 0.02%.
Anhui Jiuhuashan Tourism Development Co.Ltd(603199) : shareholder Jiarun Jindi reduced 3.3 million shares of the company during the implementation of the reduction plan
Anhui Jiuhuashan Tourism Development Co.Ltd(603199) 3 on March 15, it was announced that the implementation of the reduction plan of Jiarun Jindi, the shareholder of the company, was completed. During the period, 3.3 million shares of the company were reduced, accounting for 2.98% of the total shares of the company.
Hangzhou Shunwang Technology Co.Ltd(300113) : Hua Yong, the controlling shareholder, chairman and general manager, reduced about 9.69 million shares of the company
Hangzhou Shunwang Technology Co.Ltd(300113) 3 announced on March 15 that Hua Yong, the controlling shareholder, chairman and general manager of the company, reduced about 9.69 million shares of the company from June 18, 2021 to March 14, 2022, accounting for 1.42% of the total shares of the company
Liangrong data:
two cities and two financial balances decreased by 1.253 billion yuan
As of March 14, the balance of two financial institutions in Shanghai and Shenzhen was 1706107 billion yuan, a decrease of 1.253 billion yuan compared with the previous trading day. Among them, the financing balance was 161477 billion yuan, an increase of 1.398 billion yuan over the previous trading day; The balance of securities lending was 91.337 billion yuan, a decrease of 2.651 billion yuan compared with the previous trading day.
10 shares financed with net purchase of more than 100 million yuan Guangzhou Wondfo Biotech Co.Ltd(300482) net purchase up to
Statistics show that on March 14, a total of 1175 stocks were net purchased by financing, and 211 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan Guangzhou Wondfo Biotech Co.Ltd(300482) financing net purchase took the lead, with a net purchase of 332 million yuan on the same day; The top net purchase amount of financing is China Tourism Group Duty Free Corporation Limited(601888) , Kweichow Moutai Co.Ltd(600519) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , Boc International (China) Co.Ltd(601696) , Apeloa Pharmaceutical Co.Ltd(000739) , Zhejiang Jiuzhou Pharmaceutical Co.Ltd(603456) , Zhejiang Orient Gene Biotech Co.Ltd(688298) .
financiers are optimistic about the purchase of 4 shares, accounting for more than 30% of the transaction
Statistics show that on March 14, a total of 1887 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) , with a purchase amount of 1.088 billion yuan, ranked among the top stocks Guangzhou Wondfo Biotech Co.Ltd(300482) purchase amount is 841 million yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) purchase amount is 695 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.
Nanjing Vazyme Biotech Co.Ltd(688105) and other 9 Kechuang board shares increased by more than 10%
Statistics show that on March 14, the financing balance of 222 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 9 shares increased by more than 10%. The largest increase in financing balance was Nanjing Vazyme Biotech Co.Ltd(688105) , and the latest financing balance was 1634327 million yuan, with a month on month increase of 172.77%; Other stocks with large increase in financing balance include Salem biology, Huaqin technology, Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , Qingdao Novelbeam Technology Co.Ltd(688677) , Frontier Biotechnologies Inc(688221) , etc
fund data:
1259 private equity funds have a yield of less than - 20%, and 506 products have a yield of less than - 30%
As of mid February this year, the reporter found that the yield of 1259 private equity funds has been lower than - 20% since their establishment; In the following month, the number of securities private equity funds falling below the warning line has increased to 2067, an increase of more than 60%. Among them, 506 products have a yield of less than - 30%.
market shock contributed to the participation of 27 public fund companies in the fixed increase of Listed Companies in the "window period" of low risk
At the time of market shock adjustment, public funds focused on fixed growth market opportunities. According to the data, based on the issuance date, as of March 14, 27 public fund companies have participated in the fixed increase of A-share listed companies this year, with a total scale of 14.047 billion yuan
IPO data:
since this year, 70 new shares have been issued, raising a total of 104783 billion yuan
Statistics show that, based on the issuance date, as of March 15, a total of 70 companies have raised funds this year, with a cumulative amount of 104783 billion yuan, and a single company raised an average of 1.519 billion yuan. In terms of districts, there are 37 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, 20 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 12 companies with a fund-raising amount of less than 500 million yuan.
