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 38 stocks for 5 consecutive days
According to statistics, as of the closing on March 31, there were 38 stocks in Shanghai and Shenzhen stock markets with net inflows of main funds for 5 or more consecutive days Bank Of China Limited(601988) for 12 consecutive days, the net inflow of main funds ranked first Jiangsu Sainty Corp.Ltd(600287) and other major capital net inflows for 9 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 767 million yuan for seven consecutive days, followed by Agricultural Bank Of China Limited(601288) followed by a cumulative net inflow of 568 million yuan for eight days. From the ratio of the net inflow of main funds to the turnover, Lushan new material ranked first, and the stock rose 46.39% in the past five days.
99 shares were reduced by the main force by more than 100 million yuan. China stock market news, Yunnan Energy New Material Co.Ltd(002812) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 36.555 billion yuan. In terms of individual stocks, 1620 stocks received a net inflow of main funds today, of which 38 stocks received a net inflow of main funds of more than 100 million yuan, 3039 stocks were sold by main funds, of which 99 stocks were sold by main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are China Meheco Group Co.Ltd(600056) , with a net outflow of 1.628 billion yuan; The leading stocks in the net outflow of main funds include Tianqi Lithium Corporation(002466) , Andon Health Co.Ltd(002432) , Longi Green Energy Technology Co.Ltd(601012) , China stock market news, Jiangxi Special Electric Motor Co.Ltd(002176)
North Fund:
BEIXIANG net purchase of funds Kweichow Moutai Co.Ltd(600519) more than 600 million yuan, these shares were increased
On March 31, northbound funds bought a net 1.053 billion yuan, including 1.729 billion yuan for Shanghai Stock connect and 676 million yuan for Shenzhen Stock connect. Among the top ten traded stocks, Kweichow Moutai Co.Ltd(600519) received a net purchase of RMB 656 million, ranking first for the second consecutive day; China stock market news and Yunnan Energy New Material Co.Ltd(002812) received net purchases of RMB 336 million and RMB 213 million respectively. In terms of net sales, Aier Eye Hospital Group Co.Ltd(300015) , China Merchants Bank Co.Ltd(600036) were sold for 358 million yuan and 326 million yuan respectively, and Cosco Shipping Holdings Co.Ltd(601919) were sold for 142 million yuan.
65 shares holding more than 10% of the circulating capital
Statistics show that as of March 30, 2319 shares were held by northbound funds, with a total shareholding of 103863 billion shares and a total market value of 2.27 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.
BEIXIANG capital increased its holdings of shares with a market value of more than 100 million yuan (list attached)
Statistics show that on March 30, a total of 940 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, 34 shares increased their market value by more than 100 million yuan. The largest increase in market value was Kweichow Moutai Co.Ltd(600519) , the latest holding was 816787 million shares, an increase of 0.66% month on month (MOM), and the increased market value was 927 million yuan, followed by Wuliangye Yibin Co.Ltd(000858) , Luxshare Precision Industry Co.Ltd(002475) , The increased market value was 616 million yuan and 546 million yuan respectively.
23 shares increased by more than 30% through land stock connect Sineng Electric Co.Ltd(300827) increased the most
Statistics show that as of March 30, a total of 941 stocks have been increased by land stock connect. Among them, there were 23 companies whose holdings increased by more than 30% month on month, and the largest increase was Sineng Electric Co.Ltd(300827) . Lu Gutong recently held 267500 shares, with a month on month increase of 136.77% over the previous trading day; There are also Jiangsu Chuanzhiboke Education Technology Co.Ltd(003032) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Healthcare Co.Ltd(603313) , China Wafer Level Csp Co.Ltd(603005) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 134 million rush to raise funds Hengbao Co.Ltd(002104) foreign capital net buys 4 shares and institutions net buys 8 shares
On March 31, among the stocks on the list, the largest net capital inflow was Hengbao Co.Ltd(002104) , which was 134 million yuan. Data show that the stock closed within the daily limit, with a turnover rate of 23.98% throughout the day. China Galaxy Securities Co.Ltd(601881) Shaoxing, with the highest net inflow of funds, bought 267946 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 stocks were net bought by the institution, and Bank of Lanzhou was the most bought, amounting to 409035 million yuan. In addition, 16 shares were net sold by institutions, and Guangdong No.2 Hydropower Engineering Company Ltd(002060) was sold the most, amounting to 746145 million yuan
block trading:
Shanghai and Shenzhen stock markets had 69 block transactions of 50 stocks on March 31, with a total turnover of 1.78 billion yuan
On March 31, 69 block transactions occurred in 50 stocks in Shanghai and Shenzhen, with a total turnover of 1.78 billion yuan. Among them, there were 30 block transactions in 22 stocks in Shanghai stock market, with a total turnover of 523 million yuan; There were 37 block transactions in 27 stocks in Shenzhen, with a total turnover of 1.244 billion yuan. The stock index closed at 325220 points, down 0.44%, with a turnover of 428089 billion yuan
social security fund added 39 shares shares in the fourth quarter of last year increased 36 shares
Statistics show that as of March 31, the social security fund has appeared in the list of top 10 circulating shareholders of 152 stocks by the end of the fourth quarter of 2021.
Among them, there are 39 new entrants and 36 additional holdings. Among the newly-built stocks of the social security fund, according to the number of social security funds in the list of the top ten circulating shareholders, Yunnan Aluminium Co.Ltd(000807) , Zhejiang Yonggui Electric Equipment Co.Ltd(300351) , Xtc New Energy Materials(Xiamen) Co.Ltd(688778) , Kbc Corporation Ltd(688598) , shengmei Shanghai and other five stocks, two social security funds have appeared
two financial data:
two cities and two financial balances increased by 43.05 billion yuan
As of March 30, the balance of the two financial institutions in Shanghai and Shenzhen was 1679652 billion yuan, an increase of 4.305 billion yuan over the previous trading day. Among them, the financing balance was 1586428 billion yuan, an increase of 2.594 billion yuan over the previous trading day; The balance of securities lending was 93.224 billion yuan, an increase of 1.711 billion yuan over the previous trading day.
13 shares financed net purchase of more than 100 million yuan Eve Energy Co.Ltd(300014) shares purchased the most
Statistics show that on March 30, a total of 1161 stocks were net purchased by financing, and 224 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 100 million yuan Eve Energy Co.Ltd(300014) financing net purchase took the lead, with a net purchase of 399 million yuan on that day; The top net purchase amount of financing is Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , Topchoice Medical Co.Inc(600763) , Longi Green Energy Technology Co.Ltd(601012) , Luxshare Precision Industry Co.Ltd(002475) , Aier Eye Hospital Group Co.Ltd(300015) , Shaanxi Coal Industry Company Limited(601225) , China Tourism Group Duty Free Corporation Limited(601888) , etc.
financiers are optimistic about 9 shares purchases accounting for more than 30% of the transaction
Statistics show that on March 30, a total of 1897 stocks were purchased with financing funds, of which Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , with a purchase amount of 1.034 billion yuan, was the highest among the stocks purchased; The purchase amount of China stock market news was 925 million yuan Kweichow Moutai Co.Ltd(600519) purchases amounted to 886 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of 9 individual shares accounts for more than 30% of the turnover.
Hangzhou Alltest Biotech Co.Ltd(688606) etc. 14 only the financing balance of Kechuang board shares increased by more than 5%
Statistics show that on March 30, there were 171 individual stocks on the science and innovation board, and the financing balance increased month on month. Among them, the financing balance of 14 shares increased by more than 5%. The largest increase in financing balance was Hangzhou Alltest Biotech Co.Ltd(688606) , and the latest financing balance was 271574300 yuan, with a month on month increase of 29.51%; Other stocks with large increase in financing balance include Wright optoelectronics, Shouyao holding, anxiu biology, Zhiyang Innovation Technology Co.Ltd(688191) , Junpu intelligence and so on Fund data: 35
Zhang Kun, Liu Yanchun, Feng Mingyuan and other star fund hidden heavy positions have been exposed one after another revealed new investment trends
The annual report of the fund disclosed all the holdings of fund products. The hidden heavy position stock market value of many star fund managers can even be ranked among the top ten shareholders of listed companies. For example, Jingshun Great Wall emerging growth managed by Liu Yanchun holds Chenguang shares with a market value of 1.8 billion yuan, ranking only the 12th in the shares held by the fund, but the fund is already the third largest shareholder of Chenguang shares.
Statistics show that as of March 30, among the active equity funds with a scale of more than 5 billion yuan, 170 have disclosed the annual report of 2021, such as e fund blue chip selection managed by Zhang Kun, Jingshun Great Wall emerging growth managed by Liu Yanchun, Ruiyuan growth value a managed by Fu Pengbo, Jingshun Great Wall Dingyi managed by Liu Gesong and Xinda Aoyin new energy industry managed by Feng Mingyuan
IPO data:
88 new shares were issued in years, raising 132614 billion yuan
Statistics show that, based on the issuance date, as of March 31, a total of 88 companies have raised funds this year, with a cumulative amount of 132614 billion yuan, and a single company raised an average of 1.524 billion yuan. From the perspective of districts, there are 49 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, 25 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.
