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:
decryption of main capital flight shares, net outflow of 465 shares for 5 consecutive days
Statistics show that as of the closing on March 30, 465 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, North China Pharmaceutical Company.Ltd(600812) ranked first in terms of net outflow of main funds for 26 consecutive days Gongniu Group Co.Ltd(603195) for 23 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Anhui Golden Seed Winery Co.Ltd(600199) main funds had the largest net outflow, with a cumulative net outflow of 1.891 billion yuan for 9 consecutive days, Sichuan Yahua Industrial Group Co.Ltd(002497) followed by a cumulative net outflow of 1.512 billion yuan for 10 days.
strong stocks track the net inflow of main funds into 41 stocks for 5 consecutive days
Statistics show that as of the closing on March 30, a total of 41 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Bank Of China Limited(601988) for 11 consecutive days, the net inflow of main funds ranked first Jiangsu Sainty Corp.Ltd(600287) and other major capital net inflows for 8 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 RMB 656 million for six consecutive days, Agricultural Bank Of China Limited(601288) followed by a cumulative net inflow of RMB 419 million for seven days.
main capital warehouse, real estate, non bank finance and other industries rush to raise funds northward Kweichow Moutai Co.Ltd(600519) , Luxshare Precision Industry Co.Ltd(002475) etc
According to the statistics of Shanghai and Shenzhen stock markets, the main capital inflow was 10.7 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, 17 industry sectors showed net capital inflow today. Among them, the real estate industry sector had the largest net capital inflow, with a net inflow of 4.546 billion yuan; Non bank finance, electrical equipment, food and beverage, electronics and automobiles also rank first in the net inflow of main funds in the industry sector
North Fund:
northbound funds unilaterally net purchased 12.7 billion yuan, and these shares were added
On March 30, northbound funds unilaterally bought a net amount of RMB 12.726 billion, with a single day net purchase amount reaching a new high in the year and the second time since 2022 that the net purchase amount exceeded 10 billion. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Luxshare Precision Industry Co.Ltd(002475) net purchases ranked among the top three, with net purchases of 917 million yuan, 606 million yuan and 541 million yuan respectively. In terms of net sales, Aier Eye Hospital Group Co.Ltd(300015) , Byd Company Limited(002594) were sold for 187 million yuan and 44 million yuan respectively.
Contemporary Amperex Technology Co.Limited(300750) and other 18 shares obtained capital increase of more than 100 million yuan from northbound
Statistics show that on March 29, a total of 547 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 increased positions, 18 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 179 million shares, an increase of 1.33% month on month, and the increased market value is 1.145 billion yuan; There are also Wingtech Technology Co.Ltd(600745) , Luxshare Precision Industry Co.Ltd(002475) , Bank Of Communications Co.Ltd(601328) and other stocks with a large market value.
46 shares favored northward capital increase of more than 5000 RMB
Statistics show that on March 29, a total of 547 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, 46 shares increased their market value by more than 50 million yuan. The largest increase in market value was Contemporary Amperex Technology Co.Limited(300750) , the latest holding was 179 million shares, an increase of 1.33% month on month. The increase in market value was 1.145 billion yuan, followed by Wingtech Technology Co.Ltd(600745) , Luxshare Precision Industry Co.Ltd(002475) , The increased market value was 247 million yuan and 227 million yuan respectively.
15 shares increased by more than 20% through land stock connect Sineng Electric Co.Ltd(300827) increased the most
Statistics show that as of March 29, a total of 547 stocks have been increased by land stock connect. Among them, there were 15 companies whose holdings increased by more than 20% month on month, and the largest increase was Sineng Electric Co.Ltd(300827) . Land stock connect recently held 113000 shares, with a month on month increase of 98.24% over the previous trading day; There are also Jiangsu Bioperfectus Technologies Co.Ltd(688399) , Chunli medical, Western Region Gold Co.Ltd(601069) , Chengdu Wintrue Holding Co.Ltd(002539) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 251 million rush to raise funds Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) foreign capital net buys 4 shares and institutions net buys 7 shares
On March 30, Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , amounting to 251 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 1.88% throughout the day. The top net inflow of funds was China International Capital Corporation Limited(601995) Shanghai Branch, with a net purchase of RMB 90.404 million. A total of 23 stocks were involved in the institutional participation in the dragon and tiger list, of which 7 were net bought by the institution, and Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) was the most bought, amounting to 190 million yuan. In addition, 16 shares were net sold by institutions, and Shanxi Coal International Energy Group Co.Ltd(600546) was sold the most, amounting to 195 million yuan
block trading:
on March 30, 166 block transactions occurred in 95 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 2.712 billion yuan
On March 30, 166 block transactions occurred in 95 stocks in Shanghai and Shenzhen, with a total turnover of 2.712 billion yuan.
Among them, there were 104 block transactions in 50 stocks in Shanghai stock market, with a total turnover of 1.655 billion yuan; There were 61 block transactions in 44 stocks in Shenzhen, with a total turnover of 1.046 billion yuan. The stock index closed at 326660 points, up 1.96%, with a turnover of 413009 billion yuan
21 shares increased by senior executives Zibo Qixiang Tengda Chemical Co.Ltd(002408) shares increased by the largest amount
Statistics show that in the past 10 trading days (March 16 to March 29), a total of 21 shares of listed companies were increased by senior executives. In terms of the increase amount, the largest increase amount in recent 10 days is Zibo Qixiang Tengda Chemical Co.Ltd(002408) , with a cumulative increase of 6.5283 million shares, with a total increase amount of 56.226 million yuan; Followed by Do-Fluoride New Materials Co.Ltd(002407) , with an increase of 292100 shares and an increase of 122137 million yuan.
pension new 9 shares holdings 1 shares in the fourth quarter of last year shares
Statistics show that as of March 30, pension accounts have appeared in the list of top 10 circulating shareholders of 20 stocks by the end of the fourth quarter of 2021. Among them, there are 9 new entrants and 1 additional share. At the end of last year, the pension account had the largest shareholding in China Jushi Co.Ltd(600176) with a total shareholding of 628208 million shares; Followed by Nanjing Iron & Steel Co.Ltd(600282) , with a shareholding of 60249500 shares. In terms of the market value of shareholding at the end of the period, there are 13 shares with a market value of more than 100 million yuan in the pension account at the end of the period, including China Jushi Co.Ltd(600176) , Avic Electromechanical Systems Co.Ltd(002013) , Jiangsu Yangnong Chemical Co.Ltd(600486) , etc
two financial data:
two cities and two financial balances decreased by 24.75 billion yuan
As of March 29, the balance of two financial institutions in Shanghai and Shenzhen was 1675347 billion yuan, a decrease of 2.475 billion yuan compared with the previous trading day. Among them, the financing balance was 1583834 billion yuan, a decrease of 2.115 billion yuan compared with the previous trading day; The balance of securities lending was 91.513 billion yuan, a decrease of 360 million yuan compared with the previous trading day.
4 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 29, a total of 1090 stocks were net purchased by financing, and 172 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of four financing companies exceeded 100 million yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) financing net purchase took the lead, with a net purchase of 272 million yuan on the same day; The top net purchase amount of financing is China Meheco Group Co.Ltd(600056) , China Construction Bank Corporation(601939) , Guizhou Bailing Group Pharmaceutical Co.Ltd(002424) , Industrial And Commercial Bank Of China Limited(601398) , Yunnan Yuntianhua Co.Ltd(600096) , Cinda Real Estate Co.Ltd(600657) , Shenzhen Worldunion Group Incorporated(002285) , Avic Xi’An Aircraft Industry Group Company Ltd(000768) .
financiers are optimistic about 6 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 29, a total of 1897 individual stocks were purchased with financing funds, of which Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , with a purchase amount of 1.156 billion yuan, was the highest China Meheco Group Co.Ltd(600056) purchase amount is 970 million yuan Yunnan Yuntianhua Co.Ltd(600096) purchases amounted to 790 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of six individual shares accounts for more than 30% of the turnover.
financing customers control more than one share (list attached)
Statistics show that on March 29, the financing balance of Shanghai and Shenzhen was 1583834 billion yuan, accounting for 2.42% of the circulating market value of a shares. Among the two financial target stocks, there were 79 stocks, with the financing balance accounting for more than 10% of the circulating market value, 835 stocks with the financing balance accounting for 5% ~ 10%, 1219 stocks with the financing balance accounting for 1% ~ 5% and 167 stocks with the financing balance accounting for no more than 1%.
Wright optoelectronics, etc. 4 Kechuang board shares, the financing balance increased by more than 10%
Statistics show that on March 29, there were 195 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of four shares increased by more than 10%. The largest increase in financing balance was Wright optoelectronics, with the latest financing balance of 235318 million yuan, a month on month increase of 15.36%; The financing balance also increased significantly, including Freewon China Co.Ltd(688678) , Ucap Cloud Information Technology Co.Ltd(688228) , Guizhou Aviation Technical Development Co.Ltd(688239) , science and technology navigation, Shareate Tools Ltd(688257) , etc
fund data:
384 QDII fund performance differentiation is serious commodities continue to dominate the top ten list in the year
Statistics show that as of March 29 (the same below), only 43 of the 384 QDII funds achieved positive returns during the year, accounting for only 11.20%. Among them, 11 of them gained more than 40% in the same period, and commodities such as crude oil and natural gas accounted for a relatively high proportion. Correspondingly, the annual income of the four products at the bottom of the ranking is less than – 30%.
annual performance “report card” of several fund companies released head company steady growth small and medium-sized funds now differentiated
With the intensive disclosure of the annual reports of listed companies, the performance of a number of brokerage and banking fund companies, including Boshi fund, China Merchants Fund, BOCOM Schroeder fund and Societe Generale fund, has gradually surfaced. Although the market experienced short-term shocks in the first half of 2021, the overall performance of the fund company was brilliant, realizing a bumper harvest of scale and profitability. According to statistics, as of March 29, among the 16 fund companies that have disclosed their performance, 12 have achieved positive net profit growth in 2021, of which seven have achieved net profit growth of more than 30%, and two have turned losses into profits.
