Insight comes before people, data see 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 shares tracking the net inflow of main funds for 5 consecutive days: 36 shares
Statistics show that as of the closing on April 14, a total of 36 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Huadian Energy Company Limited(600726) and other major capital net inflows for 12 consecutive days, ranking first Jason Furniture (Hangzhou) Co.Ltd(603816) for 10 consecutive days, the net inflow of main funds ranked second. The cumulative net inflow of main funds was .
decryption of main capital flight stocks, net outflow of 547 shares for 5 consecutive days
Statistics show that as of the closing on April 14, a total of 547 stocks in Shanghai and Shenzhen 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 28 consecutive days Ccoop Group Co.Ltd(000564) for 23 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) main funds had the largest net outflow, with a cumulative net outflow of 2.424 billion yuan for seven consecutive days, Sungrow Power Supply Co.Ltd(300274) followed by a cumulative net outflow of 2.179 billion yuan for nine days.
main capital warehouse, food and beverage, electronics and other industries dragon and tiger list institutions withdraw 11 shares
Statistics show that the main funds in Shanghai and Shenzhen stock markets today had a net inflow of 1.164 billion yuan. From the perspective of industry sectors, among the 28 Tier-1 industries to which Shenwan belongs, 11 industry sectors showed net capital inflows today. Among them, the food and beverage industry sector had the largest net capital inflows, with a net inflow of 4.572 billion yuan; The leading net inflow of main funds in the industry sector are electronics, non bank finance and real estate
North Fund:
Zijin Mining Group Company Limited(601899) , China Merchants Bank Co.Ltd(600036) , etc. 23 shares obtained BEIXIANG capital increase of more than 100 million yuan
Statistics show that on April 13, a total of 539 stocks were held by northbound funds, increasing 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 Kweichow Moutai Co.Ltd(600519) , the latest holding is 829105 million shares, an increase of 0.27% month on month, and the increased market value is 390 million yuan; The market value of increased holdings is relatively large, and there are Zijin Mining Group Company Limited(601899) , China Merchants Bank Co.Ltd(600036) , Contemporary Amperex Technology Co.Limited(300750) , etc.
North fund position increase list: 21 shares holdings increased by more than 20% month on month
Statistics show that as of April 13, 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 104756 billion shares, a decrease of 842926 million shares compared with the previous trading day. From the perspective of increasing positions, there are 21 with a month on month increase of more than 20%.
northbound capital reduction with market value exceeding 5000 million shares (list attached)
Statistics show that on April 13, a total of 994 shares decreased month on month (MOM) compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 263 shares had a market value of more than 10 million yuan and 36 shares had a market value of more than 50 million yuan. The largest market value was Longi Green Energy Technology Co.Ltd(601012) , the latest holding was 672 million shares, a month on month decrease of 0.74%, and the market value of reduced shares was 332 million yuan, followed by Wuliangye Yibin Co.Ltd(000858) The market value of China stock market news was 271 million yuan and 159 million yuan respectively
dragon and tiger list:
dragon and tiger list: 207 million rush to raise funds Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) foreign capital net buys 2 shares and institutions net buys 11 shares
On April 14, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , with a net inflow of 207 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 10.51% throughout the day. The top net inflow of funds was CICC Shanghai Branch, which bought a net 228 million yuan. A total of 27 stocks were involved in the institutional participation list, of which 11 were net bought by the institution, Shandong Haihua Co.Ltd(000822) was the most bought, with a net purchase of 924136 million yuan in three days. In addition, 16 shares were net sold by institutions, and Hainan Poly Pharm.Co.Ltd(300630) was sold the most, amounting to 270 million yuan
block trading:
on April 14, 97 block transactions occurred in 51 stocks in Shanghai and Shenzhen stock exchanges, with a total turnover of 2.015 billion yuan
On April 14, 97 block transactions occurred in 51 stocks in Shanghai and Shenzhen, with a total turnover of 2.015 billion yuan. Among them, there were 46 block transactions in 22 stocks in Shanghai Stock Exchange, with a total turnover of 525 million yuan; There were 49 block transactions in 28 stocks in Shenzhen, with a total turnover of 1.482 billion yuan. The Shanghai index closed at 322564 points, up 1.22%, with a turnover of 401192 billion yuan
social security fund added 57 shares shares in the fourth quarter of last year increased 46 shares
Statistics show that as of April 14, the social security fund has appeared in the list of top 10 circulating shareholders of 201 stocks by the end of the fourth quarter of 2021.
Among them, there are 57 new entrants and 46 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. In terms of shareholding ratio, the largest proportion of social security fund is Fibocom Wireless Inc(300638) , accounting for 8.76% of circulating shares; The top shareholding ratios are Xinyaqiang Silicon Chemistry Co.Ltd(603155) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) , Hangzhou Honghua Digital Technology Stock Company Ltd(688789) , etc. In terms of shareholding number, there are 8 social security funds holding more than 100 million shares, and Zijin Mining Group Company Limited(601899) , holding 401 million shares Cgn Power Co.Ltd(003816) , Pangang Group Vanadium Titanium & Resources Co.Ltd(000629) etc. followed, holding 168 million shares and 160 million shares respectively
hot money information:
business department's favorite stocks were exposed, and the net purchase of 3 stocks exceeded 50 million
Statistics show that on April 14, the business department net bought 16 million yuan of funds in the dragon and tiger list, of which 23 stocks were net bought and 25 stocks were net sold. The net purchases of more stocks were Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) , Henan Shenhuo Coal&Power Co.Ltd(000933) , Cccg Real Estate Corporation Limited(000736) and so on, accounting for 6.19%, 5.97% and 5.20% of the turnover on that day. In addition, the top stocks sold by the business department were Jiangsu Xinning Modern Logistics Co.Ltd(300013) , China Railway Special Cargo Logistics Co.Ltd(001213) , Xinjiang Guotong Pipeline Co.Ltd(002205) and so on, accounting for 11.47%, 12.30% and 8.21% of the turnover on that day
two financial data:
two cities and two financial balances decreased by 59.02 billion yuan
As of April 13, the balance of two financial institutions in Shanghai and Shenzhen was 1639011 billion yuan, a decrease of 5.902 billion yuan compared with the previous trading day. Among them, the financing balance was 155445 billion yuan, a decrease of 5.121 billion yuan compared with the previous trading day; The balance of securities lending was 87.566 billion yuan, a decrease of 781 million yuan compared with the previous trading day.
financing customers control more than one share (list attached)
Statistics show that on April 13, the financing balance of Shanghai and Shenzhen was 155445 billion yuan, accounting for 2.40% of the circulation market value of a shares. Among the two financial target stocks, there are 110 stocks with financing balance accounting for more than 10% of the circulating market value, 835 stocks with financing balance accounting for 5% ~ 10%, 1210 stocks with financing balance accounting for 1% ~ 5% and 158 stocks with financing balance accounting for no more than 1%.
14 shares favored by financing customers net purchase of more than 5000 million
Statistics show that specific to individual stocks, a total of 966 stocks were net purchased by financing on April 13. There were 144 stocks with a net purchase amount of more than 10 million yuan, of which 14 stocks had a net purchase amount of more than 50 million yuan China Tourism Group Duty Free Corporation Limited(601888) financing net purchases ranked first, with a net purchase of 209 million yuan on the same day, followed by Shanxi Xinghuacun Fen Wine Factory Co.Ltd(600809) , Cmst Development Co.Ltd(600787) , with a net purchase amount of 186 million yuan and 745624 million yuan respectively. The top net purchase amount of financing was Yangmei Chemical Co.Ltd(600691) , Hunan Valin Steel Co.Ltd(000932) , Macrolink Culturaltainment Development Co.Ltd(000620) , etc.
financiers are optimistic about 6 shares purchases accounting for more than 30% of the transaction
Statistics show that a total of 1902 stocks were purchased with financing funds on April 13, of which the top stocks were China stock market news, with a purchase amount of 634 million yuan China Tourism Group Duty Free Corporation Limited(601888) purchase amount is 596 million yuan Boc International (China) Co.Ltd(601696) purchases amounted to 554 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
fund data:
fund issuance blows a steady wind: fund managers are cautious in building positions tend to balanced allocation
According to statistics, among the new development funds in March and April this year, there were 23 funds with similar words such as "balanced" and "steady", which was significantly higher than that in January and February; Middle and low risk products such as fof, partial debt hybrid funds and bond funds account for half of the new development funds, accounting for nearly 60%.
