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:
strong stocks track the net inflow of main funds into 67 stocks for 5 consecutive days
Statistics show that as of the closing on March 23, a total of 67 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for five or more consecutive days Xiamen Overseas Chinese Electronic Co.Ltd(600870) and other major capital net inflows for 10 consecutive days, ranking first China South Publishing & Media Group Co.Ltd(601098) for 9 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Byd Company Limited(002594) main funds had the largest net inflow, with a cumulative net inflow of 3.260 billion yuan for six consecutive days, Ping An Insurance (Group) Company Of China Ltd(601318) followed by a cumulative net inflow of 2.994 billion yuan for six days.
decryption of main capital flight shares, with a net outflow of 348 shares for 5 consecutive days
Statistics show that as of the closing on March 23, a total of 348 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for five or more consecutive days. In terms of the duration of net outflow, City Development Environment Co.Ltd(000885) for 23 consecutive days, the net outflow of main funds ranked first Zhang Xiaoquan Inc(301055) and other major capital net outflow for 22 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, China Meheco Group Co.Ltd(600056) main funds had the largest net outflow, with a cumulative net outflow of 2.746 billion yuan for five consecutive days, Guangzhou Wondfo Biotech Co.Ltd(300482) followed by a cumulative net outflow of 2.653 billion yuan for eight days. From the ratio of net outflow of main funds to turnover, Elefirst Science & Technology Co.Ltd(300356) ranked first, and the stock fell 5.00% in recent 9 days.
march 23, the net inflow of main funds in Shanghai and Shenzhen stock markets was 22.223 billion yuan, and the warehouse of medicine, biology, electrical equipment and real estate
Statistics show that on March 23, the net inflow of main funds in Shanghai and Shenzhen stock markets was 22.223 billion yuan. From the industry level, the net purchase amount of main funds for pharmaceutical biology, electrical equipment and real estate ranked first, with 7.083 billion yuan, 3.849 billion yuan and 3.553 billion yuan respectively. Banks, computers and transportation ranked first in the net sales of main funds, with 1.03 billion yuan, 690 million yuan and 562 million yuan respectively
North Fund:
northbound funds have escaped from sale in Maotai for three consecutive trading days, with more than 1.2 billion yuan of goods purchased Wuxi Apptec Co.Ltd(603259) 464 million yuan
The net sales of northbound funds throughout the day were 194 million yuan, including 1.491 billion yuan for Shanghai Stock connect and 1.297 billion yuan for Shenzhen Stock connect. Northbound funds have been net outflow for three consecutive days, with a cumulative net outflow of 9.534 billion yuan. In terms of individual stocks, northbound capital net sold Kweichow Moutai Co.Ltd(600519) ( Kweichow Moutai Co.Ltd(600519) . SH) 1.279 billion yuan, Will Semiconductor Co.Ltd.Shanghai(603501) ( Will Semiconductor Co.Ltd.Shanghai(603501) . SH), Ping An Insurance (Group) Company Of China Ltd(601318) ( Ping An Insurance (Group) Company Of China Ltd(601318) . SH) were also net sold 183 million yuan and 178 million yuan respectively Wuxi Apptec Co.Ltd(603259) ( Wuxi Apptec Co.Ltd(603259) . SH) ranks first in net purchases, amounting to 464 million yuan; Followed by China Merchants Bank Co.Ltd(600036) ( China Merchants Bank Co.Ltd(600036) . SH) and Sungrow Power Supply Co.Ltd(300274) ( Sungrow Power Supply Co.Ltd(300274) . SZ), with net purchases of 359 million yuan and 341 million yuan respectively.
China Merchants Bank Co.Ltd(600036) etc. 12 shares obtained capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on March 22, a total of 681 individual stocks received northward funds, and the shareholding 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, 12 have an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.696 billion shares, an increase of 0.37% month on month, and the increased market value is 285 million yuan; The market value of increased holdings is relatively large, and there are Focus Media Information Technology Co.Ltd(002027) , Boe Technology Group Co.Ltd(000725) , Zijin Mining Group Company Limited(601899) , etc.
list of substantial reduction of shareholding of northbound funds
Statistics show that on March 22, a total of 859 shares decreased month on month (MOM) compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 263 shares had a market value of more than 10 million yuan and 45 shares had a market value of more than 50 million yuan. The largest market value was Ping An Insurance (Group) Company Of China Ltd(601318) , the latest holding was 606 million shares, a month on month decrease of 1.11%, and the market value of reduced shares was 326 million yuan, followed by Ja Solar Technology Co.Ltd(002459) Beijing Shunxin Agriculture Co.Ltd(000860) , the market value of the reduction was 224 million yuan and 183 million yuan respectively.
list of shares held by northbound funds in high proportion
Statistics show that as of March 22, 2319 shares were held by northbound funds, with a total shareholding of 103399 billion shares and a total market value of 2.26 trillion yuan. According to the statistics of the proportion of shareholding, 39 shares hold more than 10% of the total share capital, and 65 shares hold more than 10% of the circulating shares.
North fund position increase list: 22 shares holdings increased by more than 20% month on month
Statistics show that as of March 22, 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 103399 billion shares, an increase of 350 million shares compared with the previous trading day. From the perspective of increasing positions, there are 22 companies with a month on month increase of more than 20%
dragon and tiger list:
dragon and tiger list: 139 million rush to raise funds Jinghua Pharmaceutical Group Co.Ltd(002349) foreign capital net buys 2 shares and institutions net buys 15 shares
On March 23, Jinghua Pharmaceutical Group Co.Ltd(002349) , with a net inflow of 139 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 rose 5.97% during the day and 28.23% in the past three days.
Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 130 million yuan in three days. A total of 25 shares were involved in the institutional participation in the dragon and tiger list, of which 15 shares were net bought by the institution, and Zhejiang Construction Investment Group Co.Ltd(002761) was the most bought, amounting to 958592 million yuan. In addition, 10 shares were net sold by institutions, and Tianjin Tianbao Infrastructure Co.Ltd(000965) was sold the most, amounting to 109 million yuan
block trading:
on March 23, 118 block transactions occurred in 88 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 2.163 billion yuan
On March 23, 118 block transactions occurred in 88 stocks in Shanghai and Shenzhen, with a total turnover of 2.163 billion yuan. Among them, there were 62 block transactions in 40 stocks in Shanghai Stock Exchange, with a total turnover of 1.167 billion yuan; There were 54 block transactions in 46 stocks in Shenzhen, with a total turnover of 987 million yuan. The stock index closed at 327103 points, up 0.34%, with a turnover of 405422 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase exceeded 100 million yuan
Statistics show that on March 23, the business department net bought 136 million yuan of funds in the dragon and tiger list, of which 25 stocks were net bought and 21 stocks were net sold. The net purchases of more stocks were Cinda Real Estate Co.Ltd(600657) , Yango Group Co.Ltd(000671) , Dajin Heavy Industry Co.Ltd(002487) and so on, accounting for 17.45%, 7.72% and 4.44% of the turnover on that day. In addition, the top stocks sold by the business department were Zhejiang Construction Investment Group Co.Ltd(002761) , Zhejiang Zhenyuan Share Co.Ltd(000705) , Wankong intelligent manufacturing, etc., and the net sales accounted for 3.73%, 13.39% and 5.77% of the turnover on that day
social security fund added 14 shares shares in the fourth quarter of last year increased 13 shares
Statistics show that as of March 23, the social security fund appeared in the list of top 10 circulating shareholders of 54 stocks by the end of the fourth quarter of 2021. Among them, there are 14 new entrants and 13 additional holdings. In terms of the number of social security funds in the list of the top ten circulating shareholders, the largest number of social security funds is China Jushi Co.Ltd(600176) , and a total of three social security funds appear in the list of the top ten circulating shareholders, with a total shareholding of 132 million shares, accounting for 3.3% of the circulating shares.
30 shares increased by executives Jafron Biomedical Co.Ltd(300529) shares increased by the largest amount
Statistics show that in the past 10 trading days (from March 9 to March 22), a total of 30 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; The second is Zibo Qixiang Tengda Chemical Co.Ltd(002408) , with an increase of 2.9895 million shares and an increase of 255901 million yuan
two financial data:
two cities and two financial balances increased by 232 billion yuan
As of March 22, the balance of two financial institutions in Shanghai and Shenzhen was 1684895 billion yuan, a decrease of 188 million yuan compared with the previous trading day. Among them, the financing balance was 1591.7 billion yuan, an increase of 232 million yuan over the previous trading day; The balance of securities lending was 93.195 billion yuan, a decrease of 420 million yuan compared with the previous trading day.
6 shares financed net purchase of more than 100 million yuan Trina Solar Co.Ltd(688599) shares financed net purchase of the largest
Statistics show that on March 22, a total of 1104 stocks were net purchased by financing, and 187 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of six financing companies exceeded 100 million yuan Trina Solar Co.Ltd(688599) financing net purchases topped the list, with a net purchase of 344 million yuan on the same day; Other stocks with the largest financing net purchase amount include Hyunion Holding Co.Ltd(002537) , Heyuan biology, China Eastern Airlines Corporation Limited(600115) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Contemporary Amperex Technology Co.Limited(300750) , Guilin Layn Natural Ingredients Corp(002166) , etc.
26 shares financed net purchase by customers
As of March 22, the total financing balance of Shenzhen and Shanghai markets was 1.59 trillion yuan, an increase of 232 million yuan over the previous trading day, of which the financing balance of Shanghai stock market was 840092 billion yuan, a decrease of 291 million yuan over the previous trading day; The balance of financing in Shenzhen was 751608 billion yuan, an increase of 523 million yuan over the previous trading day. Specifically, on March 22, a total of 1104 shares were net purchased by financing, and 187 were net purchased with a net purchase amount of more than 10 million yuan, of which 26 were net purchased with a financing amount of more than 50 million yuan.
Trina Solar Co.Ltd(688599) etc. 10 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that the financing balance of 198 individual stocks on the science and Innovation Board increased month on month on March 22. Among them, the financing balance of 10 shares increased by more than 10%. The largest increase in financing balance was Trina Solar Co.Ltd(688599) , and the latest financing balance was 1154151200 yuan, with a month on month increase of 42.55%; Other stocks with large increase in financing balance include Wuxi Autowell Technology Co.Ltd(688516) , science and technology navigation, Wright optoelectronics, Jiangsu Sinopep-Allsino Biopharmaceutical Co.Ltd(688076) , East micro semiconductor and so on
fund data:
good news! Fund issuance picked up 3 months, equity of new development fund accounted for more than half fund manager: gradually start building positions
After the share of new development funds hit a new low of nearly 16 months in February, it ushered in a recovery in March. According to the data, as of March 23, taking the fund establishment date as the statistical caliber, the number of new funds issued since March has been 120, an increase of 90.48% compared with 63 issued in February; New funds issued 74.690 billion shares, up 121.19% from 33.767 billion in February; The average issuance share of new funds in March was 622 million, exceeding the average issuance share of 536 million in February.
Specifically, among the 120 new development funds, 64 are equity funds, accounting for more than 50%. Among them, partial stock hybrid funds are the main force of issuance, with 41 new issues. In addition, the issuance of bond funds is also quite large, with 17 partial bond hybrid funds and 14 medium and long-term pure bond funds. In March, the number of newly issued fofs also reached 10.
ten year data reveal five commonalities of high-quality long-distance running funds 30 only high-quality long-distance running funds emerge (with list)
Judging from this year's market, equity funds have retreated. Data show that from the beginning of the year to last Friday (March 18, the same below), the median rate of return of equity funds was about - 14%, nearly 3900 funds fell by more than 10% (only class a funds), and the net value of more than 400 funds such as Qianhai Kaiyuan Shanghai Hong Kong Shenzhen non cycle a, Tongtai vision a and Great Wall Jiuxiang fell by more than 20%.
Compared with the highest unit net worth since 2021, the withdrawal range of some funds is greater, and the withdrawal of some QDII funds even exceeds 70%. The withdrawal range of equity funds is not small. The maximum withdrawal of more than 30 funds such as Jingshun Great Wall China Securities Hong Kong stock connect technology ETF, Haifutong China Securities Hong Kong stock connect technology ETF and huitianfu Shanghai Hong Kong Shenzhen advantage selection exceeds 50%, and the maximum withdrawal of more than 1400 funds exceeds 30%.
