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 499 shares of capital flight stocks for 5 consecutive days
Statistics show that as of the closing on March 28, a total of 499 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, Tongfu Microelectronics Co.Ltd(002156) for 25 consecutive days, the net outflow of main funds ranked first Epoxy Base Electronic Material Corporation Limited(603002) and other major capital net outflow for 24 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Longi Green Energy Technology Co.Ltd(601012) main funds had the largest net outflow, with a cumulative net outflow of 2.753 billion yuan for five consecutive days, Anhui Golden Seed Winery Co.Ltd(600199) followed by a cumulative net outflow of 1.749 billion yuan for seven days.
strong stocks track the net inflow of main funds into 39 stocks for 5 consecutive days
Statistics show that as of the closing on March 28, a total of 39 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days China South Publishing & Media Group Co.Ltd(601098) for 12 consecutive days, the net inflow of main funds ranked first; Lihang technology and other major capital net inflows for 10 consecutive days, ranking second. In terms of the total scale of net inflow of main funds, China Shenhua Energy Company Limited(601088) main funds had the largest net inflow, with a cumulative net inflow of 403 million yuan for seven consecutive days, followed by Yankuang energy, with a cumulative net inflow of 369 million yuan for 10 days.
main funds withdraw from medicine, biology, electrical equipment and other industries and rush to raise funds in the North Tongwei Co.Ltd(600438) , Longi Green Energy Technology Co.Ltd(601012) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 27.628 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 4 industry sectors with net capital inflow and 24 industry sectors with net capital outflow. Among them, the pharmaceutical and biological industry sector has the largest net capital outflow, with a net outflow of 5.327 billion yuan; Among the top net outflows of main funds in the industry sector are electrical equipment, non-ferrous metals, chemical industry, electronics, food and beverage, with net outflows of 3.166 billion yuan, 3.114 billion yuan, 2.864 billion yuan, 2.335 billion yuan and 2.328 billion yuan respectively
North Fund:
northbound capital inflow of 5.030 billion yuan today, substantial net purchase Tongwei Co.Ltd(600438) 421 billion yuan
On March 28, the net purchase volume of northbound capital on the same day was 5.030 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 2.866 billion yuan; The net purchase volume of Shenzhen Stock connect on the same day was RMB 2.165 billion. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the northbound capital bought Tongwei Co.Ltd(600438) 421 million yuan, Contemporary Amperex Technology Co.Limited(300750) 151 million yuan, Longi Green Energy Technology Co.Ltd(601012) 343 million yuan, and sold Kweichow Moutai Co.Ltd(600519) 382 million yuan.
Shandong Gold Mining Co.Ltd(600547) and others 17 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 25, a total of 733 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, 17 have an increased market value of more than 100 million yuan, the largest is Shandong Gold Mining Co.Ltd(600547) , the latest holding is 107 million shares, an increase of 9.26% month on month, and the increased market value is 195 million yuan; The market value of increased holdings is relatively large, including Zijin Mining Group Company Limited(601899) , Poly Developments And Holdings Group Co.Ltd(600048) , China Vanke Co.Ltd(000002) and other shares.
43 shares received more than 5000 yuan of capital increase from North million yuan
Statistics show that on March 25, a total of 733 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, 43 shares increased their market value by more than 50 million yuan. The largest increase in market value was Shandong Gold Mining Co.Ltd(600547) , the latest holding was 107 million shares, an increase of 9.26% mom. The increase in market value was 195 million yuan, followed by Zijin Mining Group Company Limited(601899) , Poly Developments And Holdings Group Co.Ltd(600048) , The increased market value was 185 million yuan and 171 million yuan respectively.
17 shares increased by more than 30% through land stock connect Semiconductor Manufacturing International Corporation(688981) increased the most
Statistics show that as of March 25, a total of 733 stocks have been increased by land stock connect. Among them, there were 17 with a month on month increase of more than 30%, and the largest month on month increase was Semiconductor Manufacturing International Corporation(688981) . Lu Gutong recently held 1828600 shares, with a month on month increase of 179.75% over the previous trading day; There are also Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) , Chunli medical, Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Fine Made Microelectronics Group Co.Ltd(300671) , Chutian Dragon Co.Ltd(003040) , etc
block trading:
on March 28, 119 block transactions occurred in 74 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.98 billion yuan
On March 28, 119 block transactions occurred in 74 stocks in Shanghai and Shenzhen, with a total turnover of 1.98 billion yuan. Among them, there were 48 block transactions in 33 stocks in Shanghai stock market, with a total turnover of 522 million yuan; There were 69 block transactions in 39 stocks in Shenzhen, with a total turnover of 1.453 billion yuan. The stock index closed at 321450 points, up 0.07%, with a turnover of 374472 billion yuan
dragon and tiger list:
dragon and tiger list: 200 million rush to raise funds China Fortune Land Development Co.Ltd(600340) foreign capital net buy 1 share, institutions net buy 9 shares
On March 28, China Fortune Land Development Co.Ltd(600340) , with a net inflow of 200 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 closed within the daily limit, rising 15.49% in the past three days. Huaxin Shenzhen Branch, the top net inflow of funds, bought 131 million yuan on the third day. A total of 24 stocks were involved in the institutional participation list, of which 9 were net bought by the institution, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) was the most bought, with RMB 181 million. In addition, 15 shares were net sold by institutions, and Ningbo Deye Technology Co.Ltd(605117) was sold the most, with 138 million yuan
hot money information:
business department's favorite individual stocks were exposed, with a net purchase of more than 50 million shares
Statistics show that on March 28, the sales department sold a net 508 million yuan of funds, including 22 stocks bought and 19 stocks sold. The net purchases of more stocks were Shanxi Panlong Pharmaceutical Group Limited By Share Ltd(002864) , Cinda Real Estate Co.Ltd(600657) , Tianjin Realty Development (Group) Co.Ltd(600322) , etc. the net purchases accounted for 6.61%, 18.58% and 28.08% of the turnover on that day. In addition, the top stocks sold by the business department were Xinxiang Tuoxin Pharmaceutical Co.Ltd(301089) , Zhejiang Yongtai Technology Co .Ltd(002326) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) and so on, accounting for 8.83%, 4.92% and 5.74% of the turnover on that day
social security fund added 21 shares shares in the fourth quarter of last year increased 20 shares
Statistics show that by the end of the fourth quarter of 2021, the social security fund had appeared in the list of the top 10 circulating shareholders of 74 individual shares as of March 28. Among them, there are 21 new entrants and 20 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.
Ranking list of important shareholders' increased holdings: 5 shares increased by more than 100 million yuan
Statistics show that in the past five trading days (from March 21 to March 25), a total of 18 company shares were increased by important shareholders, with a cumulative increase of 353 million shares and a total increase of 6.097 billion yuan. In the same period, a total of 103 important shareholders of the company were involved in the reduction, with a total reduction of 11.53 billion yuan.
In terms of the increase amount, five companies have increased their holdings by more than 100 million yuan in the past five days. The largest increase amount is Ping An Insurance (Group) Company Of China Ltd(601318) . During the period, they have increased their holdings of 933145 million shares, with a total increase amount of 4.439 billion yuan; The second is China Telecom Corporation Limited(601728) , with an increase of 126 million shares and an increase of 506 million yuan Xiamen Changelight Co.Ltd(300102) has been increased by shareholders by 403 million yuan in recent 5 days, ranking the third in the amount of increased holdings
two financial data:
two cities and two financial balances decreased by 56.49 billion yuan
As of March 25, the balance of two financial institutions in Shanghai and Shenzhen was 1679276 billion yuan, a decrease of 5.649 billion yuan compared with the previous trading day. Among them, the financing balance was 1587204 billion yuan, a decrease of 4.074 billion yuan compared with the previous trading day; The balance of securities lending was 92.072 billion yuan, a decrease of 1.575 billion yuan compared with the previous trading day.
10 shares favored by financing customers net purchase of over 100 million yuan
Statistics show that specific to individual stocks, a total of 816 stocks were net purchased by financing on March 25. There were 146 stocks with a net purchase amount of more than 10 million yuan, of which 10 stocks had a net purchase amount of more than 100 million yuan Shanghai Pharmaceuticals Holding Co.Ltd(601607) financing net purchases topped the list, with net purchases of 241 million yuan on the same day, followed by Zhejiang Jingxin Pharmaceutical Co.Ltd(002020) , Qinghai Salt Lake Industry Co.Ltd(000792) and Qinghai Salt Lake Industry Co.Ltd(000792) , with financing net purchases of 204 million yuan and 192 million yuan respectively, and Trina Solar Co.Ltd(688599) , China National Medicines Corporation Ltd(600511) , Zhejiang Yongtai Technology Co .Ltd(002326) , etc.
financiers are optimistic about 3 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 25, a total of 1894 stocks were purchased with financing funds, of which China Meheco Group Co.Ltd(600056) , with a purchase amount of 930 million yuan, ranked among the top stocks Shanghai Pharmaceuticals Holding Co.Ltd(601607) purchase amount is 832 million yuan Tianqi Lithium Corporation(002466) purchases amounted to 732 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 25, the financing balance of Shanghai and Shenzhen was 1587204 billion yuan, accounting for 2.41% of the circulating market value of a shares. Among the two financial target stocks, there are 73 stocks, with financing balance accounting for more than 10% of the circulating market value, 810 stocks with financing balance accounting for 5% ~ 10%, 1242 stocks with financing balance accounting for 1% ~ 5% and 171 stocks with financing balance accounting for no more than 1%.
Xi'An Manareco New Materials Co.Ltd(688550) etc. 8 only the financing balance of Kechuang board shares increased by more than 5%
Statistics show that on March 25, the financing balance of 148 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 8 shares increased by more than 5%. The largest increase in financing balance was Xi'An Manareco New Materials Co.Ltd(688550) , and the latest financing balance was 196778500 yuan, with a month on month increase of 10.81%; Other stocks with large increase in financing balance include Trina Solar Co.Ltd(688599) , Qingdao Novelbeam Technology Co.Ltd(688677) , Western Superconducting Technologies Co.Ltd(688122) , Hangzhou Alltest Biotech Co.Ltd(688606) , an Xu biology, etc
fund data:
3 fund issuance slightly recovered in month issuance share is still relatively low
According to the data, taking the fund establishment date as the statistical standard, as of the press time of March 27, the total number of new development funds in the month was 145, and the adjusted issuance share was 92.995 billion, an increase of 104% and 175% respectively compared with the total number of 71 new development funds and the adjusted issuance share of 33.767 billion in February. However, judging from the issuance in recent 12 months, the share of new development funds was still relatively low in March.
fund self purchase scale hit a record high new fund became the main camp of self purchase
Statistics show that since the beginning of this year, there have been more than 60 funds with a self purchase amount of more than 10 million yuan, and two funds have implemented self purchase of more than 100 million yuan, namely south MSCI China A50 link a under South Fund and Huatai Zijin weekly purchase 6-month rolling a under Huatai Securities Co.Ltd(601688) asset management. From the fundamentals of self purchased funds, these funds are newly established since 2022, and nearly half of them were established in March. Since the establishment of these new funds, they have retreated slightly on average, relatively outperforming CSI 300; The highest rate of return is mainly based on shares. Since the establishment of Xinyuan health industry a under Xinyuan fund and two equity funds under Kangtai assets, the rate of return has exceeded 3%, significantly outperforming the target index in the same period. Since the establishment of Ping An Zhongzheng medicine and medical device innovation a under Ping an fund, the net value has increased slightly.
