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 42 stocks for 5 consecutive days
Statistics show that as of the closing on April 1, a total of 42 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 13 consecutive days, the net inflow of main funds ranked first Yealink Network Technology Co.Ltd(300628) and other major capital net inflows for 10 consecutive days, ranking second. In terms of the total net inflow of main funds, Agricultural Bank Of China Limited(601288) main funds had the largest net inflow, with a cumulative net inflow of 584 million yuan for 9 consecutive days, Bank Of China Limited(601988) followed by a cumulative net inflow of 504 million yuan for 13 days. From the ratio of net inflow of main funds to turnover, Lushan new material ranked first, and the stock rose 61.04% in recent 6 days.
decryption of main capital flight stocks, with a net outflow of 449 shares for 5 consecutive days
Statistics show that as of the closing on April 1, 449 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, Chengdu Rml Technology Co.Ltd(301050) ranked first in terms of net outflow of main funds for 24 consecutive days Shanghai Highly (Group) Co.Ltd(600619) for 22 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Jinghua Pharmaceutical Group Co.Ltd(002349) main funds had the largest net outflow, with a cumulative net outflow of 1.915 billion yuan for 6 consecutive days, Sichuan Yahua Industrial Group Co.Ltd(002497) followed by a cumulative net outflow of 1.788 billion yuan for 12 days.
main capital warehousing, transportation, non bank finance and other industries with northward net capital inflow for three consecutive days
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 6.692 billion yuan. From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 12 industry sectors showed net capital inflows today. Among them, the transportation industry sector had the largest net capital inflows, with a net inflow of 2.189 billion yuan; Non bank finance, real estate, media, food and beverage and leisure services also rank first in the net inflow of main funds in the industry sector
North Fund:
A-Shares welcome a good start in April! BEIXIANG’s net purchase of funds exceeded 4.4 billion yuan and increased its position sharply Cosco Shipping Holdings Co.Ltd(601919) 720 billion yuan
Northbound funds bought a net 4.421 billion yuan throughout the day, including 1.688 billion yuan for Shanghai Stock connect and 2.733 billion yuan for Shenzhen Stock connect. Northbound funds have been net buying for three consecutive days, with a total net buying of more than 22.9 billion yuan this week. In terms of the top ten active stocks, Cosco Shipping Holdings Co.Ltd(601919) , China State Construction Engineering Corporation Limited(601668) , Longi Green Energy Technology Co.Ltd(601012) net purchases ranked among the top three, with amounts of 720 million yuan, 462 million yuan and 382 million yuan respectively. In terms of net sales, China Tourism Group Duty Free Corporation Limited(601888) , China Merchants Bank Co.Ltd(600036) , Wanhua Chemical Group Co.Ltd(600309) ranked the top three, with net sales of 367 million yuan, 220 million yuan and 208 million yuan respectively.
Midea Group Co.Ltd(000333) and others 19 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on March 31, a total of 747 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, 19 have an increased market value of more than 100 million yuan, the largest is Kweichow Moutai Co.Ltd(600519) , the latest holding is 82059400 shares, an increase of 0.47% month on month, and the increased market value is 654 million yuan; China stock market news, Midea Group Co.Ltd(000333) , Zhejiang Huayou Cobalt Co.Ltd(603799) and other stocks have a large market value.
50 shares favored northward capital increase of more than 5000 RMB million
Statistics show that on March 31, the holdings of 747 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, there are 50 stocks with an increased market value of more than 50 million yuan. The largest increased market value is Kweichow Moutai Co.Ltd(600519) , the latest holdings is 82059400 shares, an increase of 0.47% mom, and the increased market value is 654 million yuan, followed by China stock market news, Midea Group Co.Ltd(000333) , The market value of increased holdings was 334 million yuan and 235 million yuan respectively.
list of shares held by northbound funds in high proportion
Statistics show that as of March 31, 2319 shares were held by northbound funds, with a total shareholding of 104197 billion shares and a total market value of 2.25 trillion yuan. According to the statistics of shareholding ratio, the proportion of total share capital held by 40 shares of northward capital exceeds 10%, and 65 shares account for more than 10% of circulating shares.
26 shares increased by more than 30% through land stock connect Fine Made Microelectronics Group Co.Ltd(300671) with the largest increase
Statistics show that as of March 31, a total of 747 stocks were increased by land stock connect. Among them, there were 26 companies whose holdings increased by more than 30% month on month, and the largest increase was Fine Made Microelectronics Group Co.Ltd(300671) . Land stock connect recently held 1.818 million shares, with a month on month increase of 104.6% over the previous trading day; There are also Qilu Bank Co.Ltd(601665) , Hefei Urban Construction Development Co.Ltd(002208) , Fujian Cement Inc(600802) , Beijing Certificate Authority Co.Ltd(300579) , Tianjin You Fa Steel Pipe Group Stock Co.Ltd(601686) , and other stocks with large month on month growth
dragon and tiger list:
List of foreign-funded institutions to buy 14 net shares
On April 1, Langold Real Estate Co.Ltd(002305) , with a net inflow of 184 million yuan in three days, 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, up 33.21% in the past three days. Huaxin Shanghai Wanping South Road, which ranks first in the net flow of funds, bought 469479 million yuan on the third day. A total of 30 stocks were involved in the institutional participation list, of which 14 were net bought by the institution, and Shanghai Fudan Microelectronics Group Co.Ltd(688385) was the most bought, amounting to 163 million yuan. In addition, 16 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was the most net sold, with a net sale of 568 million yuan in three days
block trading:
Shanghai and Shenzhen stock markets had 96 block transactions of 55 stocks on April 1, with a total turnover of 1.542 billion yuan
On April 1, 96 block transactions occurred in 55 stocks in Shanghai and Shenzhen, with a total turnover of 1.542 billion yuan. Among them, there were 51 block transactions in 26 stocks in Shanghai Stock Exchange, with a total turnover of 838 million yuan; There were 45 block transactions in 29 stocks in Shenzhen, with a total turnover of 704 million yuan. The stock index closed at 328272 points, up 0.94%, with a turnover of 405676 billion yuan
hot money information:
business department’s favorite individual stocks were exposed, and the net purchase of 6 shares exceeded 100 million yuan
Statistics show that on April 1, the sales department bought a net 955 million yuan of funds, including 23 stocks bought and 21 stocks sold. The net purchases of more stocks were China Meheco Group Co.Ltd(600056) , Guangdong No.2 Hydropower Engineering Company Ltd(002060) , Langold Real Estate Co.Ltd(002305) and so on. The net purchases accounted for 4.23%, 5.50% and 13.19% of the turnover on that day. In addition, the top stocks sold by the business department were Sinodata Co.Ltd(002657) , Guangdong Taiantang Pharmaceutical Co.Ltd(002433) , Tianjin Hi-Tech Development Co.Ltd(600082) etc. the net sales accounted for 4.20%, 5.17% and 4.42% of the turnover on that day
pension new 10 shares shares increase 4 shares in the fourth quarter of last year shares
Statistics show that as of April 1, there were 30 pension accounts at the end of the fourth quarter of 2021, and the list of the top ten circulating shareholders of individual stocks. Among them, there are 10 new entrants and 4 additional shares. 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 20 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) , Shenzhen Kedali Industry Co.Ltd(002850) , etc
two financial data:
two cities and two financial balances decreased by 68.13 billion yuan
As of March 31, the balance of two financial institutions in Shanghai and Shenzhen was 1672839 billion yuan, a decrease of 6.813 billion yuan compared with the previous trading day. Among them, the financing balance was 1580691 billion yuan, a decrease of 5.737 billion yuan compared with the previous trading day; The balance of securities lending was 92.148 billion yuan, a decrease of 1.076 billion yuan compared with the previous trading day.
financiers are optimistic about 2 shares purchases accounting for more than 30% of the transaction
Statistics show that a total of 1896 stocks were purchased with financing funds on March 31, of which China Meheco Group Co.Ltd(600056) , with a purchase amount of 1.152 billion yuan, was the highest among the stocks purchased Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) purchase amount is 981 million yuan Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) purchases amounted to 721 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
6 shares financed net purchase of more than 100 million yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) shares financed net purchase of up to
Statistics show that on March 31, a total of 917 stocks were net purchased by financing, and 178 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 Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) financing net purchase took the lead, with a net purchase of 140 million yuan on that day; The top net purchase amount of financing is Shenzhen Worldunion Group Incorporated(002285) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , China Merchants Bank Co.Ltd(600036) , Jinzhou Jixiang Molybdenum Co.Ltd(603399) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , China Coal Xinji Energy Co.Ltd(601918) , Hengbao Co.Ltd(002104) .
Cheng Du Sheng Nuo Biotec Co.Ltd(688117) etc. 15 only the financing balance of Kechuang board shares increased by more than 5%
Statistics show that on March 31, the financing balance of 162 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 15 shares increased by more than 5%. The largest increase in financing balance was Cheng Du Sheng Nuo Biotec Co.Ltd(688117) , with the latest financing balance of 579773 million yuan, a month on month increase of 30.68%; Other stocks with large increase in financing balance include Suzhou Sonavox Electronics Co.Ltd(688533) , Junpu intelligence, Shouyao holdings, Unionman Technology Co.Ltd(688609) , Aohua endoscopy, etc
fund data:
first quarter fund report card is released! The biggest profit is 32.89% the worst loss is nearly 30%
In the first quarter of this year, the net value of hybrid funds decreased by an average of 11.61%, but 117 funds gained positive returns against the market. Almost all the top ranked funds have focused on the allocation of cyclical varieties such as oil, coal, soybean meal and real estate. The fund with the highest income achieved a return of 32.89%, with a difference of more than 62 percentage points from the top and bottom of the fund.
From the performance of various industries, in the first quarter, four of the 31 industries in Shenwan level rose. Coal, real estate, comprehensive and banking sectors increased by 22.63%, 7.27%, 3.45% and 1.66% respectively. It is worth mentioning that the leading coal and real estate sectors performed very well in the second half of March.
a total of 386 funds newly established in the first quarter only issued shares 2738 billion 23456
According to the data, as of March 31, there were 386 newly established funds in the first quarter of this year, with a total issuance share of 273829 billion, a decrease of 794209 billion compared with 1068038 billion in the same period in 2021, a year-on-year decrease of nearly 75%.
In terms of specific types, 83 equity funds were newly established in the first quarter, with an issuance share of 21.908 billion; 194 hybrid funds, with 134404 billion shares issued; 70 bond funds, with 99.482 billion shares issued; Four alternative investment funds, with an issued share of 1.285 billion; Two QDII funds with an issued share of 660 million; 33 fof funds, with an issued share of 16.090 billion. The total issued shares of equity mixed funds decreased by about 83% year-on-year, and the proportion of bond funds increased from 10.04% in the same period last year to 36.33% in the first quarter of this year
IPO data:
since this year, 89 new shares have been issued, raising a total of 133415 billion yuan
Statistics show that, based on the issuance date, as of April 1, a total of 89 companies have raised funds this year, with a cumulative fund-raising amount of 133415 billion yuan, and a single company raised an average of 1.516 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, 26 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.
