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 794 main capital flight shares for 5 consecutive days
Statistics show that as of the closing on April 25, a total of 794 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. Judging from the duration of net outflow, Iflytek Co.Ltd(002230) ranked first in terms of net outflow of main funds for 25 consecutive days Xishui Strong Year Co.Ltd Inner Mongolia(600291) for 24 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, China stock market news has the largest net outflow of main funds, with a cumulative net outflow of RMB 2.694 billion for seven consecutive days, Shanxi Zhendong Pharmaceutical Co.Ltd(300158) followed by a cumulative net outflow of RMB 2.027 billion for 17 days. From the ratio of net outflow of main funds to turnover, Hubei Wuchangyu Co.Ltd(600275) ranked first, with the stock falling 30.41% in recent 7 days.
strong stocks track the net inflow of main funds into 30 stocks for 5 consecutive days
Statistics show that as of the closing on April 25, a total of 30 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Toread Holdings Group Co.Ltd(300005) for 11 consecutive days, the net inflow of main funds ranked first Liqun Commercial Group Co.Ltd(601366) for 10 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Poly Developments And Holdings Group Co.Ltd(600048) main funds had the largest net inflow, with a cumulative net inflow of 220 million yuan for five consecutive days, Yunnan Coal & Energy Co.Ltd(600792) followed by a cumulative net inflow of 215 million yuan for six days.
103 shares were reduced by the main force and more than 100 million yuan was withdrawn from the North China Merchants Bank Co.Ltd(600036) , Wuliangye Yibin Co.Ltd(000858) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 59.432 billion yuan. In terms of individual stocks, 1003 individual stocks received a net inflow of main funds today, of which 11 stocks received a net inflow of more than 100 million yuan. In addition, 3682 stocks were net sold by the main funds, of which 103 stocks were net sold by the main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are China Merchants Bank Co.Ltd(600036) , with a net outflow of 1.105 billion yuan; Among the top stocks in the net outflow of main funds are CNOOC, Kweichow Moutai Co.Ltd(600519) , Jiangsu Hengrui Medicine Co.Ltd(600276) , Andon Health Co.Ltd(002432) , Wuliangye Yibin Co.Ltd(000858)
North Fund:
northbound capital flows out again and sells by a large margin China Merchants Bank Co.Ltd(600036) more than 2.4 billion yuan to increase holdings of these stocks against the trend (list)
The northward capital is converted into net outflow again. Northbound funds sold a net 4.397 billion yuan throughout the day, with internal differentiation, including 4.847 billion yuan sold by Shanghai Stock connect and 450 million yuan bought by Shenzhen Stock connect. In terms of the top ten active stocks, China Merchants Bank Co.Ltd(600036) , Wuliangye Yibin Co.Ltd(000858) , Jiangsu Hengrui Medicine Co.Ltd(600276) received net sales of 2.412 billion yuan, 722 million yuan and 572 million yuan respectively Yunnan Energy New Material Co.Ltd(002812) net purchases topped the list, amounting to 431 million yuan.
ranking list of position increase range of land stock connect (attached shares)
Statistics show that as of April 22, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2318 shares, with a total shareholding of 105274 billion shares, an increase of 703 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 30%.
Contemporary Amperex Technology Co.Limited(300750) , China Yangtze Power Co.Ltd(600900) , etc. 28 shares obtained BEIXIANG capital increase of more than 100 million yuan
Statistics show that on April 22, a total of 877 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, 28 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 186 million shares, an increase of 0.81% month on month, and the increased market value is 620 million yuan; The market value of increased holdings is relatively large, including Kweichow Moutai Co.Ltd(600519) , China Yangtze Power Co.Ltd(600900) , Proya Cosmetics Co.Ltd(603605) and other shares.
21 shares increased by more than 30% through land stock connect Gepic Energy Development Co.Ltd(000791) with the largest increase
Statistics show that as of April 22, a total of 877 stocks have been increased by land stock connect. Among them, there were 21 companies with a month on month increase of more than 30%, and the largest month on month increase was Gepic Energy Development Co.Ltd(000791) . Land stock connect recently held 1.9598 million shares, with a month on month increase of 362.66% over the previous trading day; Other stocks with larger month on month growth include Zhe Jiang Li Zi Yuan Food Co.Ltd(605337) , Wuxi Boton Technology Co.Ltd(300031) , Hainan Huluwa Pharmaceutical Group Co.Ltd(605199) , Shenzhen Kingkey Smart Agriculture Times Co.Ltd(000048) , Cimc Vehicles (Group) Co.Ltd(301039) , etc
dragon and tiger list:
dragon and tiger list: 155 million rush to raise funds Huaan Securities Co.Ltd(600909) foreign capital net purchase of 2 shares and institutions net purchase of 8 shares
On April 25, Huaan Securities Co.Ltd(600909) , with a net inflow of 155 million yuan, was the largest among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, with a turnover rate of 6.39% and a turnover of 1.528 billion yuan. The top net inflow of funds was Everbright Securities Company Limited(601788) Foshan Lvjing Road, which bought 128 million yuan. A total of 24 stocks were involved in the institutional participation in the dragon and tiger list, of which 8 were net bought by the institution, and CNOOC was the most bought, amounting to 908277 million yuan. In addition, 16 shares were net sold by institutions, and Gansu Jingyuan Coal Industry And Electricity Power Co.Ltd(000552) was sold the most, amounting to 681846 million yuan
block trading:
on April 25, there were 86 block transactions in 52 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.118 billion yuan
On April 25, there were 86 block transactions in 52 stocks in Shanghai and Shenzhen, with a total turnover of 1.118 billion yuan.
Among them, there were 33 block transactions in 25 stocks in Shanghai Stock Exchange, with a total turnover of 631 million yuan; There were 52 block transactions in 26 stocks in Shenzhen, with a total turnover of 476 million yuan. The Shanghai index closed at 292851 points, down 5.13%, with a turnover of 427077 billion yuan
hot money information:
business department's favorite stocks were exposed, with a net purchase of more than 50 million shares
Statistics show that on April 25, the business department sold 133 million yuan of funds, including 16 stocks bought and 23 stocks sold. The net purchases of more stocks were Huaan Securities Co.Ltd(600909) , Minsheng Holdings Co.Ltd(000416) , Yunnan Coal & Energy Co.Ltd(600792) etc. the net purchases accounted for 10.16%, 9.72% and 12.26% of the turnover on that day. In addition, the top stocks sold by the business department were CNOOC, Jiangsu Sunshine Co.Ltd(600220) , Changzhou Qianhong Biopharma Co.Ltd(002550) etc., and the net sales accounted for 5.27%, 9.39% and 8.86% of the turnover on that day
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By the end of the first quarter of 2022, 23 pension accounts had appeared in the list of the top ten circulating shareholders of individual shares as of April 25. Among them, there are 12 new entrants and 7 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 8 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:
two cities and two financial balances decreased by 131.71 billion yuan
As of April 22, the balance of two financial institutions in Shanghai and Shenzhen was 1600772 million yuan, a decrease of 13.171 billion yuan compared with the previous trading day. Among them, the financing balance was 1516997 billion yuan, a decrease of 12.632 billion yuan compared with the previous trading day; The balance of securities lending was 83.775 billion yuan, a decrease of 539 million yuan compared with the previous trading day.
financiers are optimistic about 1 shares purchases accounting for more than 30% of the transaction
Statistics show that a total of 1906 stocks were purchased with financing funds on April 22, of which Contemporary Amperex Technology Co.Limited(300750) , with a purchase amount of 455 million yuan, ranked among the top stocks; The purchase amount of China stock market news was 433 million yuan China Resources Double-Crane Pharmaceutical Co.Ltd(600062) purchases amounted to 393 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on the same day, the purchase amount of one individual share accounts for more than 30% of the transaction amount.
gem stock financing balance increase list (attached shares)
Specifically, there were 142 GEM stocks with an increase in financing balance, of which 17 stocks had an increase of more than 10%. The largest increase was Rhett intelligence, whose latest financing balance was RMB 2015.2 million, an increase of 79.56% month on month compared with the previous trading day; In terms of share price performance, the stock rose 9.20% on the same day, stronger than the gem index; C Liansheng, C Jiarong, etc., increased by 43.28% and 38.70% respectively.
Anhui Ronds Science & Technology Incorporated Company(688768) etc. 15 only the financing balance of Kechuang board shares increased by more than 5%
Statistics show that on April 22, the financing balance of 148 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 15 shares increased by more than 5%. The largest increase in financing balance was that of yingjixin. The latest financing balance was 71.059 million yuan, with a month on month increase of 16.56%; The financing balance also increased significantly, including Anhui Ronds Science & Technology Incorporated Company(688768) , Shouyao holding, Zhiyang Innovation Technology Co.Ltd(688191) , Shanghai Yizhong Pharmaceutical Co.Ltd(688091) , Bestechnic (Shanghai) Co.Ltd(688608) , etc
fund data:
top 20 big 2 / 3 market share how can small and medium-sized fund companies break through
According to the data, by the end of the first quarter of 2022, excluding the scale of monetary and financial debt base, China's top 16 head fund companies accounted for 54.9% of the market share, and the remaining 45.1% of the market share was jointly occupied by 132 fund companies. From the perspective of management scale, capital flow, fund issuance and final profit, large fund companies have absolute advantages over small funds, and the difference is still widening.
capital "running" ETF fund shares are expanding
The market continues to fluctuate and adjust, but there are still funds "running" in the market. Statistics show that in the last quarter, the share of broad-based Index ETF funds such as science and Innovation Board 50ETF, gem 50ETF and gem ETF increased significantly, while among industry and theme ETF funds, infrastructure projects, semiconductor chips and animal husbandry also welcomed the influx of market funds
IPO data:
114 new shares were issued in years, raising 194412 billion yuan
Statistics show that based on the issuance date, as of April 25, a total of 114 companies have raised funds this year, with a cumulative amount of 194412 billion yuan, and a single company raised an average of 1.72 billion yuan. In terms of districts, there are 62 companies with a fund-raising amount of more than 1 billion yuan, including 2 companies with a fund-raising amount of more than 10 billion yuan, 37 companies with a fund-raising amount of 500 million yuan to 1 billion yuan and 14 companies with a fund-raising amount of less than 500 million yuan.
