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.
main capital increase, non bank finance, electronics and other industries rush to raise funds northward Midea Group Co.Ltd(000333) , Luxshare Precision Industry Co.Ltd(002475) etc
Statistics show that the main funds in Shanghai and Shenzhen stock markets today had a net inflow of 20.064 billion yuan. From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 19 industry sectors showed net inflows of main funds today. Among them, the non bank financial sector had the largest net inflows of main funds, with a net inflow of 5.304 billion yuan; The main net capital inflow of the industry sector also ranks first in electrical equipment, electronics, automobiles, non-ferrous metals and leisure services
North Fund:
A-Shares rebounded sharply, and northward funds swept the two leading stocks for two consecutive days (list)
Northbound funds showed a long short balance throughout the day, with only a small net sale of 82 million yuan, a net purchase of 04 million yuan by Shanghai Stock connect and a net sale of 86 million yuan by Shenzhen Stock connect. In terms of the top ten active stocks, Yunnan Energy New Material Co.Ltd(002812) , China stock market news and Sungrow Power Supply Co.Ltd(300274) were net sold by northbound funds of 744 million yuan, 621 million yuan and 417 million yuan respectively Midea Group Co.Ltd(000333) net purchases topped the list, amounting to 981 million yuan. In addition, net purchases amounted to Luxshare Precision Industry Co.Ltd(002475) 260 million yuan and Byd Company Limited(002594) 110 million yuan.
China Shenhua Energy Company Limited(601088) etc. 11 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 15, a total of 561 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, 11 have an increased market value of more than 100 million yuan, the largest is China Shenhua Energy Company Limited(601088) , the latest holding is 251 million shares, an increase of 3.89% month on month, and the increased market value is 227 million yuan; The market value of increased holdings is relatively large, including Henan Shenhuo Coal&Power Co.Ltd(000933) , Postal Savings Bank Of China Co.Ltd(601658) , Sungrow Power Supply Co.Ltd(300274) , etc.
42 shares favored northbound capital increase over RMB 50 million
Statistics show that on March 15, a total of 561 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, 42 shares increased their market value by more than 50 million yuan. The largest increase in market value was China Shenhua Energy Company Limited(601088) , the latest holding was 251 million shares, an increase of 3.89% month on month (MOM), and the increased market value was 227 million yuan, Followed by Henan Shenhuo Coal&Power Co.Ltd(000933) , Postal Savings Bank Of China Co.Ltd(601658) , with an increased market value of 221 million yuan and 217 million yuan respectively.
list of shares held by northbound funds in high proportion
Statistics show that as of March 15, 2319 shares were held by northbound funds, with a total shareholding of 102163 billion shares and a total market value of 2.11 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.
26 shares increased by more than 30% through land stock connect Zhejiang Shibao Company Limited(002703) with the largest increase
Statistics show that as of March 15, a total of 561 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 Zhejiang Shibao Company Limited(002703) . Lu Gutong recently held 890300 shares, with a month on month increase of 286.36% over the previous trading day; There are also Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Shaanxi Construction Engineering Group Corporation Limited(600248) , Shaanxi Heimao Coking Co.Ltd(601015) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 188 million rush to raise funds, Bank of Lanzhou, foreign capital net buy 2 shares, institutions net buy 10 shares
On March 16, among the stocks on the list, the Bank of Lanzhou had the largest net capital inflow, which was 188 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 52.64% throughout the day. A total of 28 stocks were involved in the institutional participation list, of which 10 were net bought by the institution, Jiangyin Jianghua Microelectronics Materials Co.Ltd(603078) was the most bought, with a net purchase of 104 million yuan in three days. In addition, 18 shares were net sold by institutions, and Boc International (China) Co.Ltd(601696) was sold the most, amounting to 339 million yuan
block trading:
on March 16, 231 block transactions occurred in 121 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 2.887 billion yuan
On March 16, 231 block transactions occurred in 121 stocks in Shanghai and Shenzhen, with a total turnover of 2.887 billion yuan.
Among them, there were 97 block transactions of 50 stocks in Shanghai Stock Exchange, with a total turnover of 978 million yuan; There were 130 block transactions in 67 stocks in Shenzhen, with a total turnover of 1.844 billion yuan. The stock index closed at 317071 points, up 3.48%, with a turnover of 522305 billion yuan
hot money information:
business department’s favorite individual stocks were exposed, with a net purchase of more than 50 million
Statistics show that on March 16, the sales department sold 288 million yuan of funds, including 14 stocks bought and 23 stocks sold. Most stocks bought in net were Bank of Lanzhou, Nari Technology Co.Ltd(600406) , Zhong Fu Tong Group Co.Ltd(300560) etc., and the net purchase amount accounted for 10.91%, 1.68% and 5.60% of the turnover on that day. In addition, the top stocks sold by the business department were Boc International (China) Co.Ltd(601696) , Taihai Manoir Nuclear Equipment Co.Ltd(002366) , Changjiangrunfa Health Industry Co.Ltd(002435) and so on, accounting for 6.50%, 7.76% and 5.40% of the turnover on that day
17 shares increased by executives Jafron Biomedical Co.Ltd(300529) shares increased by the largest amount
Statistics show that in the past 10 trading days (March 2 to March 15), a total of 17 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Jafron Biomedical Co.Ltd(300529) , with a cumulative increase of 2213200 shares, with a total increase amount of 95.021 million yuan; Followed by Bgi Genomics Co.Ltd(300676) , Shenzhen Inovance Technology Co.Ltd(300124)
two financial data:
two cities and two financial balances decreased by 156.05 billion yuan
As of March 15, the balance of two financial institutions in Shanghai and Shenzhen was 1690502 billion yuan, a decrease of 15.605 billion yuan compared with the previous trading day. Among them, the financing balance was 1602366 billion yuan, a decrease of 12.404 billion yuan compared with the previous trading day; The balance of securities lending was 88.136 billion yuan, a decrease of 3.201 billion yuan compared with the previous trading day.
5 shares financed net purchase of more than 100 million yuan Contemporary Amperex Technology Co.Limited(300750) shares purchased the most
Statistics show that on March 15, a total of 746 stocks were net purchased by financing, and 136 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of five financing companies exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) financing took the lead in net purchases, with a net purchase of 383 million yuan on the same day; Other stocks with the highest net purchase amount of financing are Tianqi Lithium Corporation(002466) , China State Construction Engineering Corporation Limited(601668) , China Meheco Group Co.Ltd(600056) , China Merchants Bank Co.Ltd(600036) , Industrial Bank Co.Ltd(601166) , Tsingtao Brewery Company Limited(600600) , Roshow Technoiogy Co.Ltd(002617) , Ping An Bank Co.Ltd(000001) .
financiers are optimistic about 5 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 15, a total of 1888 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) , with a purchase amount of 1.69 billion yuan Contemporary Amperex Technology Co.Limited(300750) purchase amount is 1.058 billion yuan; The purchase amount of China stock market news was 726 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of five individual shares accounts for more than 30% of the turnover.
Beijing Kawin Technology Share-Holding Co.Ltd(688687) etc. 7 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on March 15, the financing balance of 125 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 7 shares increased by more than 10%. The largest increase in financing balance was Beijing Kawin Technology Share-Holding Co.Ltd(688687) , with the latest financing balance of 84099400 yuan, a month on month increase of 23.06%; There are also Qingcloud Technologies Corp(688316) , Cubic Sensor And Instrument Co.Ltd(688665) , Bluesword Intelligent Technology Co.Ltd(688557) , Shenzhen United Winners Laser Co.Ltd(688518) , Frontier Biotechnologies Inc(688221) and other shares with a large increase in financing balance
fund data:
2059 equity funds only 7 positive returns only details show that some fund managers reduce positions and avoid risks
As of March 15, 2022, among the 2059 equity funds, only 7 coal index funds remained in positive return, of which the most positive return was only 2.55%, while among the last 10 funds, the highest decline was 38.04% and the narrowest decline was 35.54%.
100 funds with net worth retreated by more than 50% Zhang Kun, Liu Yanchun and other well-known fund manager products are listed
Statistics show that according to the largest pullback since 2021, the net value of more than 100 funds has fallen by more than 50%, and the products of some well-known fund managers are also prominently listed. In addition, it is worth mentioning that there is a new fund, Boshi China Securities Global China Education ETF (trading open-end Index Fund), established on June 8 last year. More than half a year after its establishment, the net value has retreated by nearly 68%.
during years, the three major forces of the fund company were busy buying by themselves! Real gold and silver are close to 16 billion and there is a kind of self purchase “hidden”
Recently, self purchase announcements of fund companies have frequently appeared. Data show that since this year, 49 fund companies have implemented self purchase of their products, with a total amount of 1.537 billion yuan. Many companies, including huitianfu fund, Nanfang fund, BOC fund, Huatai asset management and Cathay Pacific Fund, have implemented self purchase of more than 100 million yuan.
