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 46 stocks for 5 consecutive days
Statistics show that as of the closing on March 24, a total of 46 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Xiamen Overseas Chinese Electronic Co.Ltd(600870) for 11 consecutive days, the net inflow of main funds ranked first China South Publishing & Media Group Co.Ltd(601098) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Ping An Insurance (Group) Company Of China Ltd(601318) main funds had the largest net inflow, with a cumulative net inflow of 3.656 billion yuan for seven consecutive days, Byd Company Limited(002594) followed by a cumulative net inflow of 3.369 billion yuan for seven days.
decryption of main capital flight shares, net outflow of 440 shares for 5 consecutive days
Statistics show that as of the closing on March 24, a total of 440 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Zhang Xiaoquan Inc(301055) and other major funds have been net outflow for 23 consecutive days, ranking first Epoxy Base Electronic Material Corporation Limited(603002) 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 2.969 billion yuan for 6 consecutive days, Aba Chemicals Corporation(300261) followed by a cumulative net outflow of 2.402 billion yuan for 10 days. From the ratio of net outflow of main funds to turnover, Yinbang Clad Material Co.Ltd(300337) ranked first, with the stock falling 3.59% in the past five days.
march 24, the net inflow of main funds in Shanghai and Shenzhen stock markets was 12.206 billion yuan, and the warehouse of medicine, biology, chemical industry and non-ferrous metals
Statistics show that on March 24, the net inflow of main funds in Shanghai and Shenzhen stock markets was 12.206 billion yuan. From the industry level, the net purchase amount of main funds for pharmaceutical biology, chemical industry and non-ferrous metals ranked first, with 13.368 billion yuan, 4.366 billion yuan and 2 billion yuan respectively. The net sales of electronic, computer and electrical equipment by the main funds ranked first, with 2.435 billion yuan, 2.042 billion yuan and 1.773 billion yuan respectively
North Fund:
BEIXIANG capital sold 127 million yuan of additional positions today Zijin Mining Group Company Limited(601899) 384 million yuan
On March 24, the net sales of northbound funds were 127 million yuan, including 1.205 billion yuan for Shanghai Stock connect and 1.333 billion yuan for Shenzhen Stock connect. Among the top ten traded stocks, Zijin Mining Group Company Limited(601899) , China Merchants Bank Co.Ltd(600036) , Eve Energy Co.Ltd(300014) purchases ranked among the top three, with net purchases of 384 million yuan, 224 million yuan and 222 million yuan respectively Zte Corporation(000063) , China Yangtze Power Co.Ltd(600900) , and China stock market news ranked among the top three in terms of net sales, with net sales of 321 million yuan, 283 million yuan and 266 million yuan respectively.
Wuxi Apptec Co.Ltd(603259) and other 10 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 23, a total of 736 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 Wuxi Apptec Co.Ltd(603259) , the latest holding is 172 million shares, an increase of 2.54% month on month, and the increased market value is 471 million yuan; The market value of increased holdings is relatively large, including China Merchants Bank Co.Ltd(600036) , Sungrow Power Supply Co.Ltd(300274) , Nari Technology Co.Ltd(600406) and other shares.
63 shares holding more than 10% of the capital in circulation
Statistics show that as of March 23, 2319 shares were held by northbound funds, with a total shareholding of 103127 billion shares and a total market value of 2.27 trillion yuan. According to the statistics of shareholding ratio, the proportion of the total share capital held by 39 north facing funds exceeds 10%, and 63 shares account for more than 10% of the circulating shares.
North fund position increase list: 20 shares holdings increased by more than 30% month on month
Statistics show that as of March 23, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held 2319 shares, with a total shareholding of 103127 billion shares, a decrease of 272 million shares compared with the previous trading day. In terms of the range of position increase, there are 20 with a month on month increase of more than 30%.
northbound capital holdings with a market value of over 5000 million shares (list attached)
Statistics show that on March 23, the holdings of 736 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, 41 shares increased their market value by more than 50 million yuan. The largest increase in market value was Wuxi Apptec Co.Ltd(603259) , the latest holding was 172 million shares, an increase of 2.54% month on month. The increase in market value was 471 million yuan, followed by China Merchants Bank Co.Ltd(600036) , Sungrow Power Supply Co.Ltd(300274) , The increased market value was 359 million yuan and 339 million yuan respectively
dragon and tiger list:
dragon and tiger list: 356 million rush to raise funds Andon Health Co.Ltd(002432) foreign capital net buys 2 shares and institutions net buys 7 shares
On March 24, Andon Health Co.Ltd(002432) , with a net capital inflow of 356 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 20.16% throughout the day. CITIC Hangzhou Fengqi Road, the top net inflow of funds, bought 257 million yuan; Huaxin Shenzhen Branch net purchases 161 million yuan; CITIC Shanghai Liyang road net purchase of 110 million yuan.
A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Luoyang Northglass Technology Co.Ltd(002613) was the most bought, amounting to 685273 million yuan. In addition, 17 shares were net sold by institutions, and Wingtech Technology Co.Ltd(600745) was sold the most, amounting to 615 million yuan
block trading:
on March 24, 121 block transactions occurred in 62 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.735 billion yuan
On March 24, 121 block transactions occurred in 62 stocks in Shanghai and Shenzhen, with a total turnover of 1.735 billion yuan. Among them, there were 39 block transactions in 23 stocks in Shanghai stock market, with a total turnover of 478 million yuan; There were 72 block transactions in 36 stocks in Shenzhen, with a total turnover of 1.193 billion yuan. The stock index closed at 325026 points, down 0.63%, with a turnover of 390728 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase of 3 stocks exceeded 100 million yuan
Statistics show that on March 24, the business department net bought 484 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 Andon Health Co.Ltd(002432) , Jinghua Pharmaceutical Group Co.Ltd(002349) , Zhejiang Yongtai Technology Co .Ltd(002326) and so on, accounting for 5.79%, 6.26% and 5.10% of the turnover on that day. In addition, the top stocks sold by the business department were Rongan Property Co.Ltd(000517) , Wingtech Technology Co.Ltd(600745) , Zhejiang Construction Investment Group Co.Ltd(002761) and so on, accounting for 9.83%, 4.09% and 2.83% of the turnover on that day
social security fund position trend: new 13 shares in the fourth quarter of last year
Statistics show that the social security fund has a total of 54 shares. In terms of position adjustment trends, the social security fund added 13 shares, increased 16 shares and reduced 15 shares in the fourth quarter of last year, and 10 shares remained unchanged. Among the newly-built stocks of the social security fund, in terms of the number of social security funds in the list of the top ten circulating shareholders, Yunnan Aluminium Co.Ltd(000807) , Kbc Corporation Ltd(688598) , shengmei Shanghai and other three stocks, two social security funds appeared in a concentrated manner, holding 367008 million shares, 1.8756 million shares and 1.4535 million shares respectively.
Shengyi Technology Co.Ltd(600183) : shareholder Kechuang financial group reduces 86 million shares of the company
Shengyi Technology Co.Ltd(600183) 3 announced on March 24 that the company received the notice on the progress of share reduction from Kechuang Financial Group on March 24, 2022. As of March 24, 2022, Kechuang financial group had reduced 860000 shares of the company held by it through centralized bidding, accounting for 0.0372% of the total share capital of the company, and the reduction time was more than half
two financial data:
two cities and two financial balances increased by 5.89 billion yuan
As of March 23, the balance of two financial institutions in Shanghai and Shenzhen was 1685484 billion yuan, an increase of 589 million yuan over the previous trading day. Among them, the financing balance was 159174 billion yuan, an increase of 40 million yuan over the previous trading day; The balance of securities lending was 93.744 billion yuan, an increase of 549 million yuan over the previous trading day.
financing customers control more than one share (list attached)
Statistics show that on March 23, the financing balance of Shanghai and Shenzhen was 159174 billion yuan, accounting for 2.37% of the circulating 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, 790 stocks with financing balance accounting for 5% ~ 10%, 1258 stocks with financing balance accounting for 1% ~ 5% and 178 stocks with financing balance accounting for no more than 1%.
6 shares financed net purchase of more than 100 million yuan Industrial Bank Co.Ltd(601166) shares purchased the most
Statistics show that on March 23, a total of 1103 stocks were net purchased by financing, and 197 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 Industrial Bank Co.Ltd(601166) financing net purchases topped the list, with a net purchase of 548 million yuan on the same day; The top net purchase amount of financing is Yunnan Energy New Material Co.Ltd(002812) , China Meheco Group Co.Ltd(600056) , Trina Solar Co.Ltd(688599) , Shanghai Pharmaceuticals Holding Co.Ltd(601607) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Tiandi Science & Technology Co.Ltd(600582) , Wuxi Autowell Technology Co.Ltd(688516) , Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , etc.
Junpu intelligence, etc. 8 Kechuang board shares, the financing balance increased by more than 10%
Statistics show that on March 23, the financing balance of 173 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 8 shares increased by more than 10%. The largest increase in financing balance is Junpu intelligence. The latest financing balance is 677087 million yuan, with a month on month increase of 40.24%; There are also Wuxi Autowell Technology Co.Ltd(688516) , Sinocat Environmental Technology Co.Ltd(688737) , Trina Solar Co.Ltd(688599) , Qingdao Novelbeam Technology Co.Ltd(688677) , Shanghai Medicilon Inc(688202) and other shares with large increase in financing balance
fund data:
fund issuance recovery equity products account for more than half
According to the data, as of March 23, taking the fund establishment date as the statistical standard, 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 the new fund was 622 million, higher than the average issuance share of 536 million in February. It is not difficult to find that the number and shares of new funds have recovered in March after hitting a new low of nearly 16 months in February.
Copy the signal? 10 billion private placement leaders issue new products several head private placement funds have established positions at the beginning of the year
Many 10 billion private placement bosses intensively issue new products! Recently, Liu Xiaolong, chairman of juming investment, Wu Weizhi, chairman of China Europe Ruibo and other 10 billion private equity giants began to intensively issue new products. Some head private placement funds issued at the beginning of the year once had zero positions in the market adjustment stage, and have also begun to build positions recently.
