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 51 stocks for 5 consecutive days
Statistics show that as of the closing on March 29, a total of 51 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 13 consecutive days, the net inflow of main funds ranked first; Lihang technology and other major capital net inflows for 11 consecutive days, ranking second. In terms of the total net inflow of main funds, China Construction Bank Corporation(601939) main funds had the largest net inflow, with a cumulative net inflow of 629 million yuan for five consecutive days, China Shenhua Energy Company Limited(601088) followed by a cumulative net inflow of 576 million yuan for eight days.
decryption of main capital flight shares, net outflow of 585 shares for 5 consecutive days
Statistics show that as of the closing on March 29, a total of 585 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. Judging from the duration of net outflow, Tongfu Microelectronics Co.Ltd(002156) for 26 consecutive days, the net outflow of main funds ranked first Epoxy Base Electronic Material Corporation Limited(603002) and other major capital net outflow for 25 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 RMB 3.252 billion for six consecutive days, Anhui Golden Seed Winery Co.Ltd(600199) followed by a cumulative net outflow of RMB 1.878 billion for eight days.
withdrawal of main funds from top institutions in electronics, computer and other industries for fund-raising Tech-Bank Food Co.Ltd(002124) etc
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 27.217 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 5 industry sectors have net inflow of main funds and 23 industry sectors have net outflow of main funds. Among them, the electronic industry sector has the largest net outflow of main funds, with a net outflow of 4.625 billion yuan; Among the top net outflows of main funds in the industry sector are electrical equipment, computers, non-ferrous metals, real estate and mechanical equipment, with net outflows of 3.155 billion yuan, 2.773 billion yuan, 2.133 billion yuan, 2.117 billion yuan and 2.007 billion yuan respectively
North Fund:
BEIXIANG capital net purchase Contemporary Amperex Technology Co.Limited(300750) more than 1.1 billion yuan, these shares were increased
On March 29, northbound capital sold 328 million yuan in the whole day, and nearly 3 billion yuan was sold in the intraday. Among the top ten traded stocks, Wuliangye Yibin Co.Ltd(000858) was sold 339 million yuan, S.F.Holding Co.Ltd(002352) was sold 134 million yuan, and Wuxi Apptec Co.Ltd(603259) was sold 90 million yuan. In terms of net purchases, Contemporary Amperex Technology Co.Limited(300750) received a substantial net purchase of 1.15 billion yuan, Wingtech Technology Co.Ltd(600745) , Luxshare Precision Industry Co.Ltd(002475) and Luxshare Precision Industry Co.Ltd(002475) received net purchases of 248 million yuan and 228 million yuan respectively.
Tongwei Co.Ltd(600438) and others 17 shares obtained capital increase of more than 100 million yuan from northbound
Statistics show that on March 28, a total of 876 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 Tongwei Co.Ltd(600438) , the latest holding is 240 million shares, an increase of 4.24% month on month, and the increased market value is 422 million yuan; There are also Longi Green Energy Technology Co.Ltd(601012) , Zijin Mining Group Company Limited(601899) , Sunwoda Electronic Co.Ltd(300207) and other stocks with a large market value.
65 shares holding more than 10% of the circulating capital
Statistics show that as of March 28, 2319 shares were held by northbound funds, with a total shareholding of 103575 billion shares and a total market value of 2.20 trillion yuan. According to the statistics of shareholding ratio, 41 shares held more than 10% of the total share capital, and 65 held more than 10% of the circulating shares.
53 shares received more than 5000 yuan of capital increase from BEIXIANG 10000 yuan
Statistics show that on March 28, the shareholding of 876 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, 53 shares increased their market value by more than 50 million yuan. The largest increase in market value was Tongwei Co.Ltd(600438) , and the latest shareholding was 240 million shares, an increase of 4.24% month on month. The increase in market value was 422 million yuan, followed by Longi Green Energy Technology Co.Ltd(601012) , Zijin Mining Group Company Limited(601899) , The market value of increased holdings was 343 million yuan and 186 million yuan respectively.
18 shares increased by more than 30% through land stock connect Guangdong Shunkong Development Co.Ltd(003039) the largest increase
Statistics show that as of March 28, a total of 876 stocks have been increased by land stock connect. Among them, there were 18 companies whose holdings increased by more than 30% month on month, and the largest increase was Guangdong Shunkong Development Co.Ltd(003039) . Land stock connect recently held 554400 shares, with a month on month increase of 114.05% over the previous trading day; Other stocks with larger month on month growth include Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Chutian Dragon Co.Ltd(003040) , Beijing Jingcheng Machinery Electric Company Limited(600860) , Chinalin Securities Co.Ltd(002945) , Gepic Energy Development Co.Ltd(000791) , etc
dragon and tiger list:
dragon and tiger list: 250 million rush to raise funds Beijing Jingcheng Machinery Electric Company Limited(600860) foreign capital net purchase of 4 shares and institutions net purchase of 10 shares
On March 29, Beijing Jingcheng Machinery Electric Company Limited(600860) , with a net inflow of 250 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 fell 5.32% during the day and 20.05% in the past three days. The Huatai Securities Co.Ltd(601688) headquarters with the highest net capital inflow bought 103 million yuan in three days; The net purchase of Shanghai Stock connect seats on the third day was 982862 million yuan. A total of 30 stocks were involved in the institutional participation in the dragon and tiger list, of which 10 were net bought by the institution, and Tech-Bank Food Co.Ltd(002124) was the most bought, with a total of 370 million yuan. In addition, 20 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was sold the most, amounting to 58.709 million yuan
block trading:
on March 29, 142 block transactions occurred in 68 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 3.581 billion yuan
On March 29, 142 block transactions occurred in 68 stocks in Shanghai and Shenzhen, with a total turnover of 3.581 billion yuan. Among them, there were 102 block transactions in 34 stocks in Shanghai Stock Exchange, with a total turnover of 2.991 billion yuan; There were 37 block transactions in 31 stocks in Shenzhen, with a total turnover of 580 million yuan. The stock index closed at 320394 points, down 0.33%, with a turnover of 363964 billion yuan
social security fund added 29 shares shares in the fourth quarter of last year 25 shares
Statistics show that by the end of the fourth quarter of 2021, as of March 29, the social security fund had appeared in the list of top 10 circulating shareholders of 93 stocks. Among them, there are 29 new entrants and 25 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
two financial data:
two cities and two financial balances decreased by 14.54 billion yuan
As of March 28, the balance of two financial institutions in Shanghai and Shenzhen was 1677822 billion yuan, a decrease of 1.454 billion yuan compared with the previous trading day. Among them, the financing balance was 1585949 billion yuan, a decrease of 1.255 billion yuan compared with the previous trading day; The balance of securities lending was 91.873 billion yuan, a decrease of 199 million yuan compared with the previous trading day.
5 shares financed net purchase of more than 100 million yuan Yango Group Co.Ltd(000671) shares obtained net purchase of the most
Statistics show that on March 28, a total of 1059 stocks were net purchased by financing, and 175 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 Yango Group Co.Ltd(000671) financing net purchase took the lead, with a net purchase of 173 million yuan on the same day; The top net purchase amount of financing is China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Guangdong Zhongsheng Pharmaceutical Co.Ltd(002317) , Trina Solar Co.Ltd(688599) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Qinghai Salt Lake Industry Co.Ltd(000792) , Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Wuxi Apptec Co.Ltd(603259) , China Minsheng Banking Corp.Ltd(600016) .
financiers are optimistic about 1 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 28, a total of 1894 stocks were purchased with financing funds, of which Kweichow Moutai Co.Ltd(600519) , with a purchase amount of 1.117 billion yuan, was the top stock Tianqi Lithium Corporation(002466) purchase amount is 581 million yuan China Meheco Group Co.Ltd(600056) purchases amounted to 578 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of one individual share accounts for more than 30% of the transaction amount.
Unionman Technology Co.Ltd(688609) and other 6 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that the financing balance of 194 individual stocks on the science and Innovation Board increased month on month on March 28. Among them, the financing balance of 6 shares increased by more than 10%. The largest increase in financing balance was Unionman Technology Co.Ltd(688609) , and the latest financing balance was 779893 million yuan, with a month on month increase of 60.44%; The financing balance also increased significantly, including Hemai shares, anxiu biology, Zhenlei technology, Sri new materials, Freewon China Co.Ltd(688678) and other shares
fund data:
fund giant’s performance is coming! China leads bocom Schroeder and Boshi eye-catching
On March 28, the annual report of 60 Hefei Lifeon Pharmaceutical Co.Ltd(003020) 21 showed that Huaxia Fund realized a net profit of 2.312 billion yuan in 2021, with a year-on-year increase of 44.73%, and the net profit temporarily ranked first among public fund management companies First Capital Securities Co.Ltd(002797) 2021 annual report shows that Yinhua Fund achieved a net profit of 922 million yuan in 2021, with a year-on-year increase of 11.41%. In addition, the net profit of BOCOM Schroeder fund and Boshi fund in 2021 exceeded 1.7 billion yuan. The net profit of China Merchants Fund exceeded 1 billion yuan for the first time. Both Zheshang fund and CNOOC fund realized profits in 2021, from loss to profit.
439 fund annual report revealed that fund managers preferred new energy and military industry were designated as priorities
After China Post Fund took the lead in opening the behind the scenes of the disclosure of the 2021 annual report of public funds, as of 16:00 on March 28, at least 12 fund managers have announced the “achievements” of their funds, and the follow-up investment strategies of excellent fund managers have also surfaced. Another fund manager announced to postpone the disclosure of its fund’s 2021 annual report. Experts interviewed by reporters said that in the future outlook, most fund managers are optimistic about long-term investment opportunities in the Chinese market, and new energy, military industry, semiconductor and other industries are mainly optimistic by fund managers
IPO data:
since this year, 83 new shares have been issued, raising a total of 124908 billion yuan
Statistics show that, based on the issuance date, as of March 29, a total of 83 companies have raised funds this year, with a cumulative amount of 124908 billion yuan, and a single company raised an average of 1.523 billion yuan. Across regions, there are 46 companies with a fund-raising amount of more than 1 billion yuan, including 1 company with a fund-raising amount of more than 10 billion yuan, 23 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 13 companies with a fund-raising amount of less than 500 million yuan.
