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 61 stocks for 5 consecutive days
Statistics show that as of the closing on April 6, a total of 61 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Yealink Network Technology Co.Ltd(300628) and other major capital net inflows for 11 consecutive days, ranking first Agricultural Bank Of China Limited(601288) 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 647 million yuan for 10 consecutive days, Hangzhou Hikvision Digital Technology Co.Ltd(002415) followed by a cumulative net inflow of 408 million yuan for 5 days.
decryption of main capital flight shares, net outflow of 404 shares for 5 consecutive days
Statistics show that as of the closing on April 6, a total of 404 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, Chengdu Rml Technology Co.Ltd(301050) for 25 consecutive days, the net outflow of main funds ranked first Shanghai Highly (Group) Co.Ltd(600619) for 23 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 1.963 billion yuan for seven consecutive days, Hangzhou Silan Microelectronics Co.Ltd(600460) followed by a cumulative net outflow of 1.928 billion yuan for 12 days.
46 shares gained the main position and sold more than 100 million yuan of northbound funds Cosco Shipping Holdings Co.Ltd(601919) , China Tourism Group Duty Free Corporation Limited(601888) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 18.103 billion yuan. In terms of individual stocks, 1741 individual stocks received a net inflow of main funds today, of which 46 stocks received a net inflow of more than 100 million yuan China State Construction Engineering Corporation Limited(601668) won the largest net inflow of main funds, with a net inflow of 1.052 billion yuan; Among the top stocks in the net inflow of main funds are Zhongfu Shenying, Ping An Bank Co.Ltd(000001) , Byd Company Limited(002594) , Midea Group Co.Ltd(000333) , Ping An Insurance (Group) Company Of China Ltd(601318)
North Fund:
northbound funds ended net buying for three consecutive days Sungrow Power Supply Co.Ltd(300274) increased positions by 312 million against the trend
Northbound funds sold a net 5.321 billion yuan throughout the day, ending net purchases for three consecutive days; Among them, the Shanghai Stock connect sold a net 2.51 billion yuan and the Shenzhen Stock connect sold a net 2.811 billion yuan. In terms of the top ten active stocks, Cosco Shipping Holdings Co.Ltd(601919) , China Tourism Group Duty Free Corporation Limited(601888) , Longi Green Energy Technology Co.Ltd(601012) received net sales of 428 million yuan, 380 million yuan and 314 million yuan respectively Sungrow Power Supply Co.Ltd(300274) net purchases topped the list, amounting to 312 million yuan.
Cosco Shipping Holdings Co.Ltd(601919) and other 15 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on April 1, a total of 854 stocks received northward funds, and their holdings increased month on month compared with the previous trading day. The market value of the shares held on the closing day increased by more than RMB 601.9 billion, taking the market value of the shares held on the closing day as the benchmark, and the market value of the shares increased by more than RMB 601.9 billion as the maximum; The increased market value is relatively large, and there are China State Construction Engineering Corporation Limited(601668) , Longi Green Energy Technology Co.Ltd(601012) , Byd Company Limited(002594) , Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , etc.
North fund reduction list: 45 shares reduction market value over 5000 million yuan 23456 million yuan
Statistics show that on April 1, a total of 667 shares were reduced month on month (MOM) compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 173 shares had a reduced market value of more than 10 million yuan and 45 shares had a reduced market value of more than 50 million yuan. The largest market value was China Tourism Group Duty Free Corporation Limited(601888) , the latest holding was 189 million shares, a mom decrease of 1.12%, and the reduced market value was 372 million yuan, followed by China Merchants Bank Co.Ltd(600036) Wanhua Chemical Group Co.Ltd(600309) , the market value of reduction was 221 million yuan and 211 million yuan respectively.
list of shares with substantial increase of funds from North
Statistics show that on April 1, the shareholding of 854 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 Cosco Shipping Holdings Co.Ltd(601919) , the latest holding was 298 million shares, an increase of 17.05% month on month, and the increased market value was 741 million yuan, followed by China State Construction Engineering Corporation Limited(601668) , Longi Green Energy Technology Co.Ltd(601012) , The increased market value was 466 million yuan and 382 million yuan respectively.
17 shares increased by more than 30% through land stock connect Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) shares increased the most
Statistics show that as of April 1, a total of 854 stocks have been increased by land stock connect. Among them, there were 17 companies whose holdings increased by more than 30% month on month, and the biggest increase was Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) . Land stock connect recently held 5.201 million shares, with a month on month increase of 152.83% over the previous trading day; There are also Shanxi Zhendong Pharmaceutical Co.Ltd(300158) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Zhejiang Jinke Tom Culture Industry Co.Ltd(300459) , Jiangsu Sopo Chemical Co.Ltd(600746) , Shenzhen Zhenye(Group)Co.Ltd(000006) , and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 121 million rush to raise funds Qilu Bank Co.Ltd(601665) foreign capital net purchase of 4 shares and institutions net purchase of 12 shares
On April 6, Qilu Bank Co.Ltd(601665) , with a net inflow of 121 million yuan, was the largest among the stocks on the list.
Data show that the stock closed within the daily limit for two consecutive trading days, with a cumulative increase of 22.33% in the past three days. The net flow of funds into the top Huatai headquarters bought 465129 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 12 stocks were net bought by the institution, and Bank of Lanzhou was the most bought, amounting to 715761 million yuan. In addition, 13 shares were net sold by institutions, and Fujian Snowman Co.Ltd(002639) was sold the most, with 107 million yuan
block trading:
Shanghai and Shenzhen stock markets on April 6, 55 block transactions occurred in 43 stocks, with a total turnover of 1.224 billion yuan
On April 6, 55 block transactions occurred in 43 stocks in Shanghai and Shenzhen, with a total turnover of 1.224 billion yuan. Among them, there were 15 block transactions in 15 stocks in Shanghai stock market, with a total turnover of 279 million yuan; There were 38 block transactions in 26 stocks in Shenzhen, with a total turnover of 933 million yuan. The stock index closed at 328343 points, up 0.02%, with a turnover of 433556 billion yuan
18 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 21 to April 1), a total of 18 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. In terms of the number of holdings increase, Aier Eye Hospital Group Co.Ltd(300015) has the most frequent holdings increase, with a total of 7 holdings increase records in recent 10 days, Zibo Qixiang Tengda Chemical Co.Ltd(002408) , Do-Fluoride New Materials Co.Ltd(002407) and others followed, with 5 holdings increase records in recent 10 days Yixintang Pharmaceutical Group Co.Ltd(002727) , Gem Co.Ltd(002340) , Shanghai Dobe Cultural & Creative Industry Development (Group) Co.Ltd(300947) and other periods also have more than two records of increased holdings.
pension new 11 shares shares increase 4 shares
Statistics show that as of April 6, 31 pension accounts have appeared at the end of the fourth quarter of 2021, and the list of the top 10 circulating shareholders of individual shares. Among them, there are 11 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 shares held at the end of the period, there are 21 shares with a market value of more than 100 million yuan held by the pension account at the end of the period, including China Jushi Co.Ltd(600176) , Shenzhen Kedali Industry Co.Ltd(002850) , Avic Electromechanical Systems Co.Ltd(002013) , etc.
social security fund added 42 shares shares in the fourth quarter of last year increased 37 shares
Statistics show that as of April 6, the social security fund appeared on the list of the top ten circulating shareholders of 159 stocks by the end of the fourth quarter of 2021. Among them, there are 42 new entrants and 37 additional holdings. Among the heavyweight stocks of the social security fund, from the number of social security funds in the list of the top ten circulating shareholders, Shandong Hualu-Hengsheng Chemical Co.Ltd(600426) , Yankuang energy and other two stocks have four social security funds
hot money information:
business department's favorite individual stocks were exposed, with a net purchase of more than 50 million
Statistics show that on April 6, the business department sold a net 378 million yuan of funds, including 24 stocks bought and 23 stocks sold. More stocks bought in net were Hendi pharmaceutical, Zhejiang Construction Investment Group Co.Ltd(002761) , Zhongnongfa Seed Industry Group Co.Ltd(600313) etc., and the net purchase amount accounted for 42.80%, 2.07% and 2.31% of the turnover on that day. In addition, the top stocks sold by the business department were Cinda Real Estate Co.Ltd(600657) , Sinodata Co.Ltd(002657) , Guilin Layn Natural Ingredients Corp(002166) , etc., and the net sales accounted for 7.86%, 3.79% and 7.36% of the turnover on that day
two financial data:
two cities and two financial balances decreased by 122.87 billion yuan
As of April 1, the balance of two financial institutions in Shanghai and Shenzhen was 1660552 billion yuan, a decrease of 12.287 billion yuan compared with the previous trading day. Among them, the financing balance was RMB 157014 billion, a decrease of RMB 10.677 billion compared with the previous trading day; The balance of securities lending was 90.538 billion yuan, a decrease of 1.61 billion yuan compared with the previous trading day.
4 shares financed net purchase of more than 100 million yuan Cosco Shipping Holdings Co.Ltd(601919) net purchase of most
Statistics show that on April 1, a total of 719 stocks were net purchased by financing, and 108 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 The net purchase amount on the current day is RMB 601.9 billion; Changguang Huaxin, Huafa Industrial Co.Ltd.Zhuhai(600325) , Shenzhen Worldunion Group Incorporated(002285) , Sanan Optoelectronics Co.Ltd(600703) , Westone Information Industry Inc(002268) , Yango Group Co.Ltd(000671) , Changchun High And New Technology Industries (Group) Inc(000661) , Gf Securities Co.Ltd(000776) , and other stocks ranked first in the net purchase amount of financing.
financiers are optimistic about 2 shares purchases accounting for more than 30% of the transaction
Statistics show that a total of 1895 stocks were purchased with financing funds on April 1, of which China Meheco Group Co.Ltd(600056) , with a purchase amount of 1.175 billion yuan, was the highest among the stocks purchased Cosco Shipping Holdings Co.Ltd(601919) purchase amount is 1.104 billion yuan Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) purchases amounted to 943 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.
financing customers control more than one share (list attached)
Statistics show that on April 1, the financing balance of Shanghai and Shenzhen was RMB 157014 billion, accounting for 2.34% of the circulating market value of a shares. Among the two financial target stocks, there are 71 stocks with financing balance accounting for more than 10% of the circulating market value, 808 stocks with financing balance accounting for 5% ~ 10%, 1246 stocks with financing balance accounting for 1% ~ 5% and 178 stocks with financing balance accounting for no more than 1%
fund data:
first quarter fund dividend released! Top stream Liu Gesong and Hou Hao are the most generous
Combing the data, it is found that among the participating funds, there are some funds managed by well-known fund managers who pay large dividends. Such as Liu Gesong, Hou Hao, etc. For dividends, we should first know that the benchmark date of income distribution of some funds is at the end of the previous year, so they belong to the dividend of 2021, and the fund dividend may also be paid in 2022.
Specifically, in the first quarter of this year, the largest total dividend was GF small cap growth a managed by Liu Gesong, with a total dividend of 3.096 billion yuan. Although the earnings in the first quarter were not optimistic, the fund had increased by 74.32% in 2020 and gained 1.86% positive earnings in 2021.
