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 main capital flight shares, net outflow of 620 shares for 5 consecutive days
Statistics show that as of the closing on April 22, a total of 620 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 consecutive days or more. Judging from the duration of net outflow, Iflytek Co.Ltd(002230) ranked first in terms of net outflow of main funds for 24 consecutive days Xishui Strong Year Co.Ltd Inner Mongolia(600291) 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 2.91 billion yuan for six consecutive days, followed by China stock market news, with a cumulative net outflow of 2.554 billion yuan for six days.
strong stocks track the net inflow of main funds into 36 stocks for 5 consecutive days
Statistics show that as of the closing on April 22, a total of 36 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Shenzhen Ellassay Fashion Co.Ltd(603808) for 14 consecutive days, the net inflow of main funds ranked first Toread Holdings Group Co.Ltd(300005) and other major capital net inflows for 10 consecutive days, ranking 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 313 million yuan for nine consecutive days, Pharmaron Beijing Co.Ltd(300759) followed by a cumulative net inflow of 296 million yuan for nine days.
main funds are added to the warehouse, and 15 shares are raised by the top institutions in public utilities, banking and other industries
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 8.811 billion yuan. From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there are 8 industry sectors with net inflow of main funds today. Among them, the public utility sector has the largest net inflow of main funds, with a net inflow of 1.727 billion yuan; Banks, real estate, textiles and clothing also ranked first in the net inflow of main funds in the industry sector, with a net inflow of 1.123 billion yuan, 465 million yuan and 418 million yuan respectively
North Fund:
RMB 23468
The net purchase of northbound funds throughout the day was 6.765 billion yuan, including 3.611 billion yuan for Shanghai Stock connect and 3.154 billion yuan for Shenzhen Stock connect. In terms of the top ten active stocks, Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , China Yangtze Power Co.Ltd(600900) net purchases ranked among the top three, with net purchases of 624 million yuan, 618 million yuan and 368 million yuan respectively. It is worth noting that Contemporary Amperex Technology Co.Limited(300750) received net purchase from BEIXIANG capital for 9 consecutive days, with a cumulative purchase amount of nearly 3 billion yuan. The first three stocks sold net were Zijin Mining Group Company Limited(601899) , China Merchants Bank Co.Ltd(600036) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) , with net sales of 335 million yuan, 275 million yuan and 224 million yuan respectively.
64 shares holding more than 10% of the circulating capital
Statistics show that as of April 21, 2318 shares were held by northbound funds, with a total shareholding of 104545 billion shares and a total market value of 2.10 trillion yuan. According to the statistics of shareholding ratio, the proportion of total share capital held by 38 shares of northward capital exceeds 10%, and 64 shares account for more than 10% of circulating shares.
3 science and technology innovation board shares obtained northward capital holdings of more than 3000 million yuan
44 Kechuang board shares were held by Shanghai Stock connect. As of April 21, the total number of shares held was 375 million, an increase of 1.8794 million shares month on month compared with the previous trading day, and the total market value of shares was 23.668 billion yuan. The biggest scientific innovation board stock in Shanghai Stock connect is the China Railway Signal & Communication Corporation Limited(688009) , 2.123 billion yuan and 2.055 billion yuan.
15 shares increased by more than 50% through land stock connect Chutian Dragon Co.Ltd(003040) increased the most
Statistics show that as of April 21, a total of 670 stocks have been increased by land stock connect. Among them, there were 15 companies whose holdings increased by more than 50% month on month, and the largest increase was Chutian Dragon Co.Ltd(003040) . Land stock connect recently held 3020900 shares, with a month on month increase of 152.48% over the previous trading day; There are also Hangzhou Lianluo Interactive Information Technology Co.Ltd(002280) , Xinjiang Yilite Industry Co.Ltd(600197) , Shanghaichengdiconstructioncorporationltd(603887) , Beijing Hezong Science&Technology Co.Ltd(300477) , Jiangsu Akcome Science And Technology Co.Ltd(002610) and other stocks with large month on month growth
dragon and tiger list:
On April 22, Jinyu Bio-Technology Co.Ltd(600201) , amounting to 768992 million yuan, was the largest net inflow of funds among the dragon and tiger stocks on the list. Data show that the stock closed at the daily limit, with a turnover rate of 7.8% throughout the day. The top net inflow of funds was China Merchants Securities Co.Ltd(600999) Xinhua East Street in Hohhot, and 179 million yuan was purchased. A total of 29 stocks were involved in the institutional participation in the dragon and tiger list, of which 17 were net bought by the institution, and Tianjin Tianbao Infrastructure Co.Ltd(000965) was the most bought, amounting to 687806 million yuan. In addition, 12 shares were sold by Tianjin Tianbao Infrastructure Co.Ltd(000965) net, and Jinyu Bio-Technology Co.Ltd(600201) was sold the most, amounting to 682983 million yuan
block trading:
Shanghai and Shenzhen stock markets conducted 130 block transactions on 58 stocks on April 22, with a total turnover of 2.209 billion yuan
On April 22, 130 block transactions occurred in 58 stocks in Shanghai and Shenzhen, with a total turnover of 2.209 billion yuan.
Among them, there were 62 block transactions in 26 stocks in Shanghai Stock Exchange, with a total turnover of 1.271 billion yuan; There were 66 block transactions in 31 stocks in Shenzhen, with a total turnover of 930 million yuan. The stock index closed at 308692 points, up 0.23%, with a turnover of 348794 billion yuan
more than star fund managers allocated additional bank shares in the first quarter what is the value of bank share allocation in the later period
Statistics found that many funds continued to increase their positions in bank stocks in the first quarter. As of press time, more than 30 A-share banks have appeared in the list of fund heavy positions in the first quarterly report. In addition, up to now, 23 banks have obtained net holdings of the fund, Ping An Bank Co.Ltd(000001) etc. are favored by the fund, and the number of net holdings ranks first. Among them, many funds managed by well-known fund managers Jiao Wei and Wang Zonghe increased the allocation of bank shares in the first quarter. While overweight, some bank stocks were reduced by well-known fund managers. The first quarterly report of Zhang Kun in charge of the fund disclosed early this morning showed that he reduced his positions in individual heavy bank stocks
two financial data:
two cities and two financial balances decreased by 117.99 billion yuan
As of April 21, the balance of two financial institutions in Shanghai and Shenzhen was 1613943 billion yuan, a decrease of 11.799 billion yuan compared with the previous trading day. Among them, the financing balance was 1529629 billion yuan, a decrease of 10.075 billion yuan compared with the previous trading day; The balance of securities lending was 84.314 billion yuan, a decrease of 1.724 billion yuan compared with the previous trading day.
18 shares financed net purchase by customers
Statistics show that specific to individual stocks, on April 21, a total of 830 stocks were net purchased by financing, and 107 stocks with a net purchase amount of more than 10 million yuan, of which 18 stocks had a net purchase amount of more than 30 million yuan 3007.5 financing net purchases topped the list, with net purchases of 136 million yuan on the same day, followed by Shanghai Datun Energy Resources Co.Ltd(600508) , Better Life Commercial Chain Share Co.Ltd(002251) , with net purchases of 933932 million yuan and 930783 million yuan respectively. Power investment energy, Longi Green Energy Technology Co.Ltd(601012) , Walvax Biotechnology Co.Ltd(300142) , etc.
9 shares financed net purchase of over 5000 million yuan Contemporary Amperex Technology Co.Limited(300750) net purchase of the most
Statistics show that on April 21, a total of 830 stocks were net purchased by financing, and 107 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 50 million yuan Contemporary Amperex Technology Co.Limited(300750) financing net purchase took the lead, with a net purchase of 136 million yuan on the same day; Other stocks with the largest financing net purchase amount include Shanghai Datun Energy Resources Co.Ltd(600508) , Better Life Commercial Chain Share Co.Ltd(002251) , power investment energy, Longi Green Energy Technology Co.Ltd(601012) , Walvax Biotechnology Co.Ltd(300142) , Nanjing Securities Co.Ltd(601990) , China National Nuclear Power Co.Ltd(601985) , etc.
yingjixin and others 5 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on April 21, there were 159 individual stocks on the science and innovation board, and the financing balance increased month on month. The balance of financing shares increased by more than 5%. The largest increase in financing balance was that of yingjixin, with the latest financing balance of 609638 million yuan, a month on month increase of 156.07%; Haichuang Pharmaceutical Co., Ltd., Hemai Co., Ltd., Puyuan Jingdian, Suzhou Mingzhi Technology Co.Ltd(688355) , Essence Information Technology Co.Ltd(688555) and other shares also increased significantly in financing balance
fund data:
public funds have multiple advantages in helping the development of individual pensions top grid estimates that the incremental capital can reach 7800 billion yuan 23456 billion yuan
On April 21, the general office of the State Council issued the opinions on promoting the development of individual pensions. The opinions stipulates that the individual pension shall be subject to the individual account system, which shall be participated by individuals voluntarily, and the upper limit of participants’ annual payment of individual pension is 12000 yuan. The scope of investment includes financial products that meet the preferences of different investors, such as bank financial management, savings deposits, commercial endowment insurance, public funds and other financial products with safe operation, maturity and stability, standardized subject matter and focus on long-term preservation. Participants can make their own choices according to their own risk return preferences.
From this document, at the policy level, public funds have been identified as one of the financial products that individual pensions can invest in. The reporter immediately connected more than 10 fund companies such as e fund, GF fund and Huaxia Fund to conduct in-depth interview and interpretation on “how the public fund industry will participate in the development of personal pension in the future” and “how much incremental capital will personal pension bring to the market”.
