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 plus warehouse banks, real estate and other industries net north capital sales Ping An Insurance (Group) Company Of China Ltd(601318) etc
From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 10 industry sectors showed net inflows of main funds today. Among them, the banking sector had the largest net inflows of main funds, with a net inflow of 980 million yuan; In terms of individual stocks, 1777 individual stocks received a net inflow of main funds today, of which 35 stocks received a net inflow of more than 100 million yuan Ping An Bank Co.Ltd(000001) won the largest net inflow of main funds, with a net inflow of 623 million yuan; Among the top stocks in the net inflow of main funds are Ping An Insurance (Group) Company Of China Ltd(601318) , Heyuan biology, China Vanke Co.Ltd(000002) , Hyunion Holding Co.Ltd(002537) , Junpu intelligence.
march 22: the net inflow of main funds in Shanghai and Shenzhen stock markets was 11.411 billion yuan, and the positions of real estate, banks and computers were increased
Statistics show that on March 22, the net inflow of main funds in Shanghai and Shenzhen stock markets was 11.411 billion yuan. From the industry level, the net purchase amount of main funds obtained by real estate, banks and computers ranked first, with 5.393 billion yuan, 2.757 billion yuan and 1.917 billion yuan respectively. The net sales of medicine and biology, electrical equipment, food and beverage by the main funds ranked first, with 4.367 billion yuan, 3.071 billion yuan and 1.505 billion yuan respectively. Textile and clothing, architectural decoration, media and other industries received continuous net purchases from main funds, with continuous net purchases for 9 days, 7 days and 5 days respectively, and net purchases of 1.8 billion yuan, 7.459 billion yuan and 4.558 billion yuan respectively
North Fund:
northbound funds sold a net 922 million yuan, and the outflow rate decreased significantly. These stocks were overweight
Northbound funds sold a net 922 million yuan throughout the day, including 357 million yuan for Shanghai Stock connect and 565 million yuan for Shenzhen Stock connect. In terms of individual stocks, Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) . SH), China stock market news ( East Money Information Co.Ltd(300059) . SZ) and Longi Green Energy Technology Co.Ltd(601012) ( Longi Green Energy Technology Co.Ltd(601012) . SH) were net sold by northbound funds of 324 million yuan, 172 million yuan and 162 million yuan respectively China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) . SH) received a net purchase of RMB 283 million, and Zijin Mining Group Company Limited(601899) ( Zijin Mining Group Company Limited(601899) . SH) and Contemporary Amperex Technology Co.Limited(300750) ( Contemporary Amperex Technology Co.Limited(300750) . SZ) also received a net purchase of more than RMB 180 million.
Midea Group Co.Ltd(000333) and other 10 shares obtained capital increase of more than 100 million yuan from northbound
Statistics show that on March 21, a total of 529 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, 10 have an increased market value of more than 100 million yuan, the largest is Midea Group Co.Ltd(000333) , the latest holding is 1.169 billion shares, an increase of 0.3% month on month, and the increased market value is 207 million yuan; With a large market value, there are Han'S Laser Technology Industry Group Co.Ltd(002008) , Ganfeng Lithium Co.Ltd(002460) , Yonyou Network Technology Co.Ltd(600588) and other shares.
list of shares held by northbound funds in high proportion
Statistics show that as of March 21, 2319 shares were held by northbound funds, with a total shareholding of 103049 billion shares and a total market value of 2.27 trillion yuan. According to the statistics of the proportion of shareholding, 39 shares held more than 10% of the total share capital, and 66 shares held more than 10% of the circulating shares.
northbound capital holdings with a market value of over 5000 million shares (list attached)
Statistics show that on March 21, the shareholding of 529 shares increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, 32 shares increased their market value by more than 50 million yuan. The largest increase in market value was Midea Group Co.Ltd(000333) , the latest holding was 1.169 billion shares, an increase of 0.30% month on month. The increase in market value was 207 million yuan, followed by Han'S Laser Technology Industry Group Co.Ltd(002008) , Ganfeng Lithium Co.Ltd(002460) , The increased market value was 180 million yuan and 164 million yuan respectively.
12 shares increased by more than 30% through land stock connect Chutian Dragon Co.Ltd(003040) the largest increase
Statistics show that as of March 21, a total of 529 stocks have been increased by land stock connect. Among them, there were 12 companies with a month on month increase of more than 30%, and the largest month on month increase was Chutian Dragon Co.Ltd(003040) . Land stock connect recently held 380200 shares, with a month on month increase of 118.61% over the previous trading day; There are also Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Chn Energy Changyuan Electric Power Co.Ltd(000966) , China Southern Power Grid Energy Efficiency&Clean Energy Co.Ltd(003035) , Shaanxi Heimao Coking Co.Ltd(601015) , Sichuan Lutianhua Company Limited(000912) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 157 million rush to raise funds Yango Group Co.Ltd(000671) foreign capital net buys 1 share and institutions net buys 12 shares
On March 22, Yango Group Co.Ltd(000671) , with a net inflow of 157 million yuan, was the largest among the stocks on the list. Data show that after three consecutive trading limits, the stock continued to rise within the day, with a turnover rate of 10.24% throughout the day. The top net inflow of funds was Orient Securities Company Limited(600958) Shanghai Yuanshen Road, with a net purchase of 106 million yuan. A total of 36 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 were net bought by the institution, Wuxi Etek Microelectronics Co.Ltd(688601) was the most bought, with a net purchase of 840212 million yuan in three days. In addition, 24 shares were sold by institutions, and Sinomach Automobile Co.Ltd(600335) was sold the most, with a net sales of 203 million yuan in three days
block trading:
on March 22, there were 101 block transactions in 60 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.663 billion yuan
On March 22, 101 block transactions occurred in 60 stocks in Shanghai and Shenzhen, with a total turnover of 1.663 billion yuan.
Among them, there were 44 block transactions in 30 stocks in Shanghai stock market, with a total turnover of 832 million yuan; There were 56 block transactions in 29 stocks in Shenzhen, with a total turnover of 816 million yuan. The stock index closed at 325986 points, up 0.19%, with a turnover of 402799 billion yuan
hot money information:
business department's favorite individual stocks were exposed, with a net purchase of more than 50 million shares
According to the statistics, the business department sold 2.5 billion shares in 3 months, with a net capital of 2.5 billion. The net purchases of more stocks were Yango Group Co.Ltd(000671) , Shenzhen Sdg Service Co.Ltd(300917) , Foshan Golden Milky Way Intelligent Equipment Co.Ltd(300619) and so on. The net purchases accounted for 18.40%, 17.83% and 8.52% of the turnover on that day. In addition, the top stocks sold by the business department were Sundy Land Investment Co.Ltd(600077) , Yunnan Energy Investment Co.Ltd(002053) , Qinghai Spring Medicinal Resources Technology Co.Ltd(600381) etc. the net sales accounted for 8.61%, 8.32% and 15.02% of the turnover on that day
social security fund position first look! 14 shares increased by 12 shares (list)
At present, it is the disclosure season of 2021 annual report. As a social security fund that has maintained a high rate of return over the past years, it has undoubtedly attracted the attention of investors. Among the stocks that have been disclosed in the annual report, 14 shares have been increased by the social security fund, 17 shares have been reduced by the social security fund, and 12 shares are the top ten new circulating shareholders of the social security fund
two financial data:
two cities and two financial balances increased by 57.5 billion yuan
As of March 21, the balance of two financial institutions in Shanghai and Shenzhen was 1685083 billion yuan, an increase of 5.75 billion yuan over the previous trading day. Among them, the financing balance was 1591468 billion yuan, an increase of 4.729 billion yuan over the previous trading day; The balance of securities lending was 93.615 billion yuan, an increase of 1.021 billion yuan over the previous trading day.
financiers are optimistic about 3 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 21, a total of 1889 stocks were purchased with financing funds, of which Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , with a purchase amount of 1.032 billion yuan, was the top stock; The purchase amount of China stock market news was 1.012 billion yuan Tianqi Lithium Corporation(002466) purchase amount was 637 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.
financing customers control more than one share (list attached)
Statistics show that on March 21, the financing balance of Shanghai and Shenzhen was 1591468 billion yuan, accounting for 2.39% of the circulation market value of a shares. Among the two financial target stocks, there are 66 stocks with financing balance accounting for more than 10% of the circulating market value, 794 stocks with financing balance accounting for 5% ~ 10%, 1256 stocks with financing balance accounting for 1% ~ 5% and 172 stocks with financing balance accounting for no more than 1%.
Wright optoelectronics, etc. 14 Kechuang board shares, the financing balance increased by more than 10%
Statistics show that on March 21, the financing balance of 214 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 was Wright optoelectronics, with the latest financing balance of 247742 million yuan, a month on month increase of 69.94%; Other stocks with large increase in financing balance include Wuxi Autowell Technology Co.Ltd(688516) , Beijing Kawin Technology Share-Holding Co.Ltd(688687) , science and technology navigation, Nanjing Vazyme Biotech Co.Ltd(688105) , Gaoling information, etc.
12 shares financed net purchase of more than 100 million yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) net purchase of the most
Statistics show that on March 21, a total of 1255 stocks were net purchased by financing, and 290 stocks with a net purchase amount of more than 10 million yuan. Among them, 12 financing net purchases exceeded 100 million yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) financing net purchase took the lead, with a net purchase of 257 million yuan on the same day; China stock market news, Poly Developments And Holdings Group Co.Ltd(600048) , Industrial Bank Co.Ltd(601166) , Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Youngy Co.Ltd(002192) , Kweichow Moutai Co.Ltd(600519) , Livzon Pharmaceutical Group Inc(000513) , Wuliangye Yibin Co.Ltd(000858) . and other stocks
fund data:
most popular fund exposure 23 only funds supported by internal employees
According to the data, at the time of press release on March 21, in addition to the second new fund, the annual report data of 53 fund products disclosed the internal holding of funds in fund companies. Among them, the holding share of internal employees of fund companies of 23 products increased compared with that in the mid-term report of last year, the holding share of internal employees of fund companies of 9 products remained unchanged, and the internal holders of 21 products reduced their positions or adjusted their positions.
