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 634 main capital flight shares for 5 consecutive days
Statistics show that as of the closing on April 12, 634 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for five or more consecutive days. In terms of the duration of net outflow, Sichuan Etrol Technologies Co.Ltd(300370) ranked first in terms of net outflow of main funds for 26 consecutive days Ccoop Group Co.Ltd(000564) for 21 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Tianqi Lithium Corporation(002466) main funds had the largest net outflow, with a cumulative net outflow of RMB 2.057 billion for five consecutive days, Jiangxi Special Electric Motor Co.Ltd(002176) followed by a cumulative net outflow of RMB 1.964 billion for 10 days. From the ratio of the net outflow of main funds to the turnover, Estun Automation Co.Ltd(002747) ranked first, and the stock fell 20.54% in recent 7 days.
main capital warehouse, food and beverage, non bank finance and other industries rush to raise funds in the North China Vanke Co.Ltd(000002) , Kweichow Moutai Co.Ltd(600519) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 10.698 billion yuan. From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 9 industry sectors showed net inflows of main funds today. Among them, the food and beverage industry sector had the largest net inflows of main funds, with a net inflow of 3.118 billion yuan; Non bank finance, leisure services and commercial trade also rank first in the net inflow of main funds in the industry sector
North Fund:
northbound net capital inflow of more than 9.1 billion yuan China Vanke Co.Ltd(000002) , Kweichow Moutai Co.Ltd(600519) net purchase of more than 400 million yuan
On April 12, northbound funds bought a net 9.137 billion yuan throughout the day, ending the net selling trend for four consecutive days; Among them, the net purchase of Shanghai Stock connect was 4.227 billion yuan and that of Shenzhen Stock connect was 4.91 billion yuan. Among the top ten traded stocks, China Vanke Co.Ltd(000002) received a net purchase of RMB 464 million, with a net purchase volume reaching a new high of more than one year, Kweichow Moutai Co.Ltd(600519) received a net purchase of RMB 417 million, Sungrow Power Supply Co.Ltd(300274) , Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) net purchase of nearly RMB 300 million, and China State Construction Engineering Corporation Limited(601668) , Wuliangye Yibin Co.Ltd(000858) net purchase of more than RMB 200 million. In terms of net sales, China Merchants Bank Co.Ltd(600036) suffered a substantial net sales of 671 million yuan, a one month high net sales, Jiangsu Hengrui Medicine Co.Ltd(600276) suffered a net sales of 290 million yuan, and Citic Securities Company Limited(600030) suffered a net sales of 128 million yuan.
Unigroup Guoxin Microelectronics Co.Ltd(002049) , Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) and others 23 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on April 11, a total of 542 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, 23 have an increased market value of more than 100 million yuan, the largest is Unigroup Guoxin Microelectronics Co.Ltd(002049) , the latest holding is 168472 million shares, an increase of 12.72% month on month, and the increased market value is 331 million yuan; The market value of increased holdings is relatively large, and there are Beijing Oriental Yuhong Waterproof Technology Co.Ltd(002271) , Midea Group Co.Ltd(000333) , Contemporary Amperex Technology Co.Limited(300750) , etc.
62 shares holding more than 10% of the circulating capital
Statistics show that as of April 11, 2319 shares were held by northbound funds, with a total shareholding of 104014 billion shares and a total market value of 2.16 trillion yuan. According to the statistics of the proportion of shareholding, 39 shares hold more than 10% of the total share capital, and 62 shares hold more than 10% of the circulating shares.
list of shares greatly reduced by northbound funds (with shares)
Statistics show that as of April 11, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2319 shares, with a total shareholding of 104014 billion shares, a decrease of 776 million shares compared with the previous trading day. In the reduction of individual shares by land stock connect, there were 20 shares with a month on month decrease of more than 30%.
17 shares increased by more than 30% through land stock connect Sineng Electric Co.Ltd(300827) increased the most
Statistics show that as of April 11, a total of 542 stocks have been increased by land stock connect. Among them, there were 17 companies whose shareholding increased by more than 30% month on month, and Sineng Electric Co.Ltd(300827) , the largest one, held 333800 shares, with a month on month increase of 173.13% over the previous trading day; There are also Black Peony (Group) Co.Ltd(600510) , Jiangxi Xinyu Guoke Technology Co.Ltd(300722) , Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , Fine Made Microelectronics Group Co.Ltd(300671) , Broadex Technologies Co.Ltd(300548) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 56 million rush to raise funds Tianjin Realty Development (Group) Co.Ltd(600322) foreign capital net purchase of 3 shares and institutions net purchase of 15 shares
On April 12, Tianjin Realty Development (Group) Co.Ltd(600322) , with a net capital inflow of 556757 million yuan, was the largest among the stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 18.52% throughout the day. The top net inflow of funds Changjiang Securities Company Limited(000783) Shanghai Dongming Road bought 382996 million yuan. A total of 25 stocks were involved in the institutional participation in the dragon and tiger list, of which 15 were net bought by the institution, and Andon Health Co.Ltd(002432) was the most bought, with a total of 159 million yuan. In addition, 10 shares were net sold by institutions, and Cccg Real Estate Corporation Limited(000736) was sold the most, amounting to 124 million yuan
block trading:
Shanghai and Shenzhen stock markets on April 12, 116 block transactions occurred in 72 stocks, with a total turnover of 2.361 billion yuan
On April 12, 116 block transactions occurred in 72 stocks in Shanghai and Shenzhen, with a total turnover of 2.361 billion yuan.
Among them, there were 63 block transactions in 38 stocks in Shanghai stock market, with a total turnover of 1.565 billion yuan; There were 47 block transactions in 32 stocks in Shenzhen, with a total turnover of 771 million yuan. The stock index closed at 321333 points, up 1.46%, with a turnover of 422456 billion yuan
hot money information:
business department's favorite individual stocks were exposed, with a net purchase of more than 50 million
According to the statistics, the net capital of the dragon's business department was 28.1 billion shares, of which the net capital of the dragon's business department was 28.1 billion shares in 12 months. The net purchases of more stocks were Langold Real Estate Co.Ltd(002305) , Tianjin Realty Development (Group) Co.Ltd(600322) , Lushan Xincai, etc., accounting for 4.95%, 9.88% and 5.35% of the turnover on that day. In addition, the top stocks sold by the sales department were Andon Health Co.Ltd(002432) , Beibu Gulf Port Co.Ltd(000582) , Yango Group Co.Ltd(000671) and so on, accounting for 5.58%, 19.51% and 11.28% of the turnover on that day
social security fund added 55 shares shares in the fourth quarter of last year increased 45 shares
Statistics show that as of April 12, the social security fund appeared in the list of top 10 circulating shareholders of 195 individual shares at the end of the fourth quarter of 2021. Among them, 55 are newly entered and 45 are increased. 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
two financial data:
two cities and two financial balances decreased by 105.56 billion yuan
As of April 11, the balance of two financial institutions in Shanghai and Shenzhen was 1645947 million yuan, a decrease of 10.556 billion yuan compared with the previous trading day. Among them, the financing balance was 1558878 billion yuan, a decrease of 7.661 billion yuan compared with the previous trading day; The balance of securities lending was 87.069 billion yuan, a decrease of 2.895 billion yuan compared with the previous trading day.
10 shares financed net purchase of more than 100 million yuan Hengli Petrochemical Co.Ltd(600346) net purchase of the most
Statistics show that on April 11, a total of 884 stocks were net purchased by financing, and 164 stocks with a net purchase amount of more than 10 million yuan. Among them, 10 financing net purchases exceeded 100 million yuan Hengli Petrochemical Co.Ltd(600346) financing net purchases topped the list, with a net purchase of 746 million yuan on the same day; Other stocks with the highest net purchase amount include Contemporary Amperex Technology Co.Limited(300750) , Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , China Tourism Group Duty Free Corporation Limited(601888) , Hainan Ruize New Building Material Co.Ltd(002596) , Hubei Xingfa Chemicals Group Co.Ltd(600141) , Gf Securities Co.Ltd(000776) , Xinjiang Ba Yi Iron & Steel Co.Ltd(600581) , Hunan Valin Steel Co.Ltd(000932) .
financiers are optimistic about 3 shares purchases accounting for more than 30% of the transaction
Statistics show that on April 11, a total of 1898 stocks were purchased with financing funds, of which Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , with a purchase amount of 937 million yuan, ranked among the top stocks Hengli Petrochemical Co.Ltd(600346) purchase amount is 861 million yuan Contemporary Amperex Technology Co.Limited(300750) purchases amounted to 799 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of three individual shares accounts for more than 30% of the turnover.
Puyuan Jingdian, etc. 13 Kechuang board stock financing balance increased by more than 5%
Statistics show that on April 11, the financing balance of 140 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 13 shares increased by more than 5%. The largest increase in financing balance was Puyuan Jingdian, with the latest financing balance of 46.724 million yuan, a month on month increase of 56.56%; The financing balance also increased significantly, including Apt Medical Inc(688617) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , Shouyao holding and other shares
fund data:
more than 100 new funds issue "warm and cold" holding period funds are put on the market
As of April 12, 125 funds in the whole market were still in the raising period, of which 16 were new funds raised in January and 23 were new funds raised in February. The average raising period of these 125 new funds reached 60 days. In addition, there are 25 new funds (A / C shares are combined, the same below) ready to go, which are planned to enter the raising period in mid or late April. Based on this calculation, 150 new funds will meet with investors in the whole market before May.
