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 31 stocks for 5 consecutive days
Statistics show that as of the closing on April 21, a total of 31 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Jason Furniture (Hangzhou) Co.Ltd(603816) for 15 consecutive days, the net inflow of main funds ranked first Shenzhen Ellassay Fashion Co.Ltd(603808) for 13 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Anhui Gujing Distillery Company Limited(000596) main funds had the largest net inflow, with a cumulative net inflow of 303 million yuan for eight consecutive days, Pharmaron Beijing Co.Ltd(300759) followed by a cumulative net inflow of 293 million yuan for eight days. From the ratio of the net inflow of main funds to the turnover, Guangdong Provincial Expressway Development Co.Ltd(000429) ranked first, with the stock up 0.51% in the past five days.
decryption of 691 main capital flight shares for 5 consecutive days
Statistics show that as of the closing on April 21, 691 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 consecutive days or more. 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 33 consecutive days Iflytek Co.Ltd(002230) for 23 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Shijiazhuang Yiling Pharmaceutical Co.Ltd(002603) main funds had the largest net outflow, with a cumulative net outflow of 2.641 billion yuan for five consecutive days, followed by China stock market news, with a cumulative net outflow of 2.493 billion yuan for five days. From the ratio of the net outflow of main funds to the turnover, Ningbo Sunlight Electrical Appliance Co.Ltd(002473) ranked first, and the stock fell 42.51% in recent 11 days.
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Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 43.484 billion yuan. In terms of individual stocks, 1266 stocks received a net inflow of main funds today, and 3401 stocks were sold by the main funds, of which 101 stocks were sold by the main funds for more than 100 million yuan. The stocks with the largest net outflow of main funds are Longi Green Energy Technology Co.Ltd(601012) , with a net outflow of 895 million yuan; The top stocks in the net outflow of main funds include Zhongnongfa Seed Industry Group Co.Ltd(600313) , Byd Company Limited(002594) , Yunnan Yuntianhua Co.Ltd(600096) , Ganfeng Lithium Co.Ltd(002460) , Qinghai Salt Lake Industry Co.Ltd(000792)
North Fund:
BEIXIANG net purchase of funds Contemporary Amperex Technology Co.Limited(300750) over 600 million yuan, these shares were added
On April 21, the net purchase of funds from the North was 911 million yuan, with a net purchase of more than 2.4 billion yuan in the afternoon. Previously, it was sold for three consecutive days, of which the net purchase of Shanghai Stock connect was 612 million yuan and the net purchase of Shenzhen Stock connect was 299 million yuan. Among the top ten traded stocks, Contemporary Amperex Technology Co.Limited(300750) , Ping An Insurance (Group) Company Of China Ltd(601318) , Wuxi Apptec Co.Ltd(603259) net purchases ranked among the top three, with net purchases of 632 million yuan, 238 million yuan and 211 million yuan respectively. The first three stocks that were net sold were Sungrow Power Supply Co.Ltd(300274) , Byd Company Limited(002594) , Kweichow Moutai Co.Ltd(600519) , with net sales of 623 million yuan, 261 million yuan and 186 million yuan respectively.
Kweichow Moutai Co.Ltd(600519) , Contemporary Amperex Technology Co.Limited(300750) and other 19 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on April 20, a total of 633 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 836124 million shares, an increase of 0.36% month on month, and the increased market value is 535 million yuan; With a large market value, there are Contemporary Amperex Technology Co.Limited(300750) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , Jiangsu Hengrui Medicine Co.Ltd(600276) , etc.
list of shares held by northbound funds in high proportion
Statistics show that as of April 20, 2318 shares were held by northbound funds, with a total shareholding of 104636 billion shares and a total market value of 2.15 trillion yuan. According to the statistics of shareholding ratio, 37 shares held more than 10% of the total share capital, and 62 shares held more than 10% of the circulating shares.
49 shares received more than 5000 yuan of capital increase from BEIXIANG million yuan
Statistics show that on April 20, a total of 633 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, 49 shares increased their market value by more than 50 million yuan. The largest increase in market value was Kweichow Moutai Co.Ltd(600519) , the latest holding was 836124 million shares, an increase of 0.36% month on month (MOM), and the increased market value was 535 million yuan, followed by Contemporary Amperex Technology Co.Limited(300750) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , The market value of increased holdings was 371 million yuan and 289 million yuan respectively.
North fund reduction list: 21 shares reduction market value exceeds 100 million yuan
Statistics show that on April 20, a total of 892 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, 297 shares had a reduced market value of more than 10 million yuan, 21 shares had a reduced market value of more than 100 million yuan, and China Merchants Bank Co.Ltd(600036) , the latest holding was 1.632 billion shares, a month on month decrease of 1.44%, and the reduced market value was 977 million yuan, Followed by China stock market news and Sungrow Power Supply Co.Ltd(300274) , with reduced market capitalization of 799 million yuan and 453 million yuan respectively.
15 shares increased by more than 30% through land stock connect Zhejiang Shibao Company Limited(002703) with the largest increase
Statistics show that as of April 20, a total of 633 stocks have been increased by land stock connect. Among them, there were 15 companies with a month on month increase of more than 30%, and the largest month on month increase was Zhejiang Shibao Company Limited(002703) . Land stock connect recently held 1.029 million shares, with a month on month increase of 87.35% over the previous trading day; There are also Sineng Electric Co.Ltd(300827) , Fujian Yongfu Power Engineering Co.Ltd(300712) , Yantai North Andre Juice Co.Ltd(605198) , Cpt Technology (Group) Co.Ltd(000536) , Yunnan Shennong Agricultural Industry Group Co.Ltd(605296) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 1.287 billion to raise funds, CNOOC foreign investors net buy 1 share, institutions net buy 10 shares
On April 21, among the stocks on the list, CNOOC had the largest net capital inflow of 1.287 billion yuan. According to the data, the stock was first listed within the day. At the beginning of the trading, it rose by the limit for the first time, and rose by 27.69% to the closing. The turnover of the whole day was 12.124 billion yuan. China Galaxy Securities Co.Ltd(601881) Xiamen Meihu Road, the top net inflow of funds, bought 230 million yuan and Orient Securities Company Limited(600958) Hangzhou Longjing road bought 219 million yuan. A total of 28 stocks were involved in the institutional participation list, of which 10 were net bought by the institution, and CNOOC was the most bought, amounting to 959 million yuan
block trading:
on April 21, there were 82 block transactions in 49 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.299 billion yuan
On April 21, 82 block transactions occurred in 49 stocks in Shanghai and Shenzhen, with a total turnover of 1.299 billion yuan. Among them, there were 33 block transactions in 25 stocks in Shanghai Stock Exchange, with a total turnover of 878 million yuan; There were 48 block transactions in 23 stocks in Shenzhen, with a total turnover of 413 million yuan. The stock index closed at 307981 points, down 2.26%, with a turnover of 396542 billion yuan
hot money information:
business department’s favorite individual stocks were exposed, and the net purchase of 3 stocks exceeded 100 million yuan
Statistics show that on April 21, the sales department bought a net 414 million yuan of funds, including 25 stocks bought and 21 stocks sold. Most stocks bought in net were CNOOC, China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Better Life Commercial Chain Share Co.Ltd(002251) etc., accounting for 2.71%, 4.21% and 4.76% of the turnover on that day. In addition, the top stocks sold by the business department were Zhongnongfa Seed Industry Group Co.Ltd(600313) , Yike food, Jiangsu Suyan Jingshen Co.Ltd(603299) etc., and the net sales accounted for 3.40%, 8.20% and 6.83% of the turnover on that day
social security fund newly acquired 7 shares shares in the first quarter increased 15 shares
Statistics show that as of April 21, the social security fund has appeared in the list of top 10 circulating shareholders of 37 stocks by the end of the first quarter of 2022. Among them, there are 7 new entrants and 15 additional holdings. Among the heavyweight stocks of social security fund, from the number of social security funds in the list of the top ten circulating shareholders, Guangzhou Haige Communications Group Incorporated Company(002465) , Angel Yeast Co.Ltd(600298) and other two stocks, three social security funds appeared in a concentrated manner.
pension fund newly acquired 8 shares shares in the first quarter 2 shares
Statistics show that as of April 21, the pension account has appeared in the list of top 10 circulating shareholders of 12 stocks by the end of the first quarter of 2022. Among them, there are 8 new entrants and 2 additional shares. At the end of the first quarter, the pension account had the largest shareholding of Cts International Logistics Corporation Limited(603128) with a shareholding of 370868 million shares; In terms of the market value of shares held at the end of the period, there are five shares with a market value of more than 100 million yuan held by the pension account at the end of the period, namely Cts International Logistics Corporation Limited(603128) , Xinyangfeng Agricultural Technology Co.Ltd(000902) , Baoji Titanium Industry Co.Ltd(600456) , etc
two financial data:
As of April 20, the balance of two financial institutions in Shanghai and Shenzhen was 1625742 billion yuan, a decrease of 2.189 billion yuan compared with the previous trading day. Among them, the financing balance was 1539704 billion yuan, a decrease of 369 million yuan compared with the previous trading day; The balance of securities lending was 86.038 billion yuan, a decrease of 1.82 billion yuan compared with the previous trading day.
7 shares financed net purchase of more than 100 million yuan Contemporary Amperex Technology Co.Limited(300750) net purchase of most
Statistics show that on April 20, a total of 971 stocks were net purchased by financing, and 152 stocks with a net purchase amount of more than 10 million yuan. Among them, 7 financing net purchases exceeded 100 million yuan Contemporary Amperex Technology Co.Limited(300750) financing net purchase took the lead, with a net purchase of 261 million yuan on the same day; The top net purchase amount of financing is Poly Developments And Holdings Group Co.Ltd(600048) , tuojing technology, China Vanke Co.Ltd(000002) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Shenzhen Mindray Bio-Medical Electronics Co.Ltd(300760) , China Merchants Bank Co.Ltd(600036) , Walvax Biotechnology Co.Ltd(300142) , Weichai Power Co.Ltd(000338) , etc.
financing customers control more than one share (list attached)
Statistics show that on April 20, the financing balance of Shanghai and Shenzhen was 1539704 billion yuan, accounting for 2.41% of the circulation market value of a shares. Among the two financial target stocks, there were 106 stocks, with the financing balance accounting for more than 10% of the circulating market value, 828 stocks with the financing balance accounting for 5% ~ 10%, 1218 stocks with the financing balance accounting for 1% ~ 5% and 169 stocks with the financing balance accounting for no more than 1%.
159 only the financing balance of scientific and creative board shares increased month on month
Statistics show that the financing balance of the science and Innovation Board decreased by 548343 million yuan and the securities lending balance decreased by 140 million yuan compared with the previous trading day.
The financing balance of 159 shares increased month on month, and the securities lending balance of 124 shares increased month on month
fund data:
less than 4 months 51 funds liquidated! More than 800 are still below the “red line”! The more products you send, the more you liquidate
Data show that the number of liquidated funds has reached 51 this year. Due to the obvious performance loss of some liquidation funds, the scale has shrunk. Many of these funds come from small and medium-sized fund companies. At present, there are still more than 800 funds with a scale of less than 50 million yuan to liquidate the “red line”.
second batch 6 inter-bank certificate of deposit index funds approved participating institutions claim obvious allocation advantages
Interbank certificate of deposit index fund adds “new members”. On April 20, the interbank certificate of deposit index funds of six fund companies including China Merchants, Huaxia, CICC, Chunhou, xingyin and Ping An were approved, less than five months after the approval of the first batch of funds at the end of November last year.
