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 22 stocks for 5 consecutive days
According to statistics, as of the closing on April 26, a total of 22 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 12 consecutive days, the net inflow of main funds ranked first Astro-Century Education & Technology Co.Ltd(300654) for 8 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Yunnan Coal & Energy Co.Ltd(600792) main funds had the largest net inflow, with a cumulative net inflow of 228 million yuan for seven consecutive days, Bank Of China Limited(601988) followed by a cumulative net inflow of 159 million yuan for five days. In terms of the ratio of the net inflow of main funds to the turnover, Annil Co.Ltd(002875) ranked first, and the stock rose 11.50% in recent 6 days.
main capital trend: RMB 500 million sneaked into the building decoration industry
Statistics show that today, there are 7 industries with net capital inflows and 24 industries with net capital outflows. The industry with the largest net capital inflow was architectural decoration, with an increase or decrease of 1.12%, the overall turnover rate of 2.08%, the trading volume changed by 4.69% compared with the previous trading day, and the net flow of main capital was 527 million yuan; Today, the industry with the largest net outflow of funds was non bank finance, with an increase or decrease of – 3.79%, the overall turnover rate of 1.14%, the trading volume changed by 4.35% compared with the previous trading day, and the net flow of main funds was -4.104 billion yuan.
main funds withdraw from non bank financial, chemical and other industries and rush to raise funds in the North Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) etc
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 27.178 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, five industry sectors showed net capital inflow and 23 industry sectors showed net capital outflow. Among them, the non bank financial sector had the largest net capital outflow, with a net outflow of 4.314 billion yuan; The leading net outflow of main funds in the industry sector are chemical industry, computer, electronics, mechanical equipment, medicine and biology
North Fund:
northbound capital inflow of 1.543 billion yuan today, substantial net purchase Kweichow Moutai Co.Ltd(600519) 411 billion yuan
On April 26, the net purchase volume of northbound capital on that day was 1.543 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was – 278 million yuan; The net purchase volume of Shenzhen Stock connect on the same day was 1.821 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the northbound capital bought Kweichow Moutai Co.Ltd(600519) 411 million yuan, Wuliangye Yibin Co.Ltd(000858) 361 million yuan, Byd Company Limited(002594) 255 million yuan, and sold China Merchants Bank Co.Ltd(600036) 665 million yuan.
Yunnan Energy New Material Co.Ltd(002812) , Ganfeng Lithium Co.Ltd(002460) , etc. 15 shares obtained the capital increase of more than 100 million yuan from BEIXIANG shares
Statistics show that on April 25, a total of 699 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, 15 have an increased market value of more than 100 million yuan, the largest is Yunnan Energy New Material Co.Ltd(002812) , the latest holding is 966422 million shares, an increase of 2.61% month on month, and the increased market value is 422 million yuan; The market value of increased holdings is relatively large, and there are Ganfeng Lithium Co.Ltd(002460) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Will Semiconductor Co.Ltd.Shanghai(603501) , etc.
25 shares increased by more than 50% through land stock connect Dongguan Aohai Technology Co.Ltd(002993) with the largest increase
Statistics show that as of April 25, a total of 699 stocks were increased by land stock connect. Among them, there were 25 companies whose holdings increased by more than 50% month on month, and the biggest increase was Dongguan Aohai Technology Co.Ltd(002993) . Lu Gutong recently held 535300 shares, with a month on month increase of 190.62% over the previous trading day; There are also Sichuan Furong Technology Co.Ltd(603327) , Hebei Huijin Group Co.Ltd(300368) , Tansun Technology Co.Ltd(300872) , Beijing Certificate Authority Co.Ltd(300579) , Client Service International Inc(300663) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 431 million to rush to raise CNOOC’s net purchase of 11 shares by foreign investors and 20 shares by institutions
On April 26, among the stocks on the list, CNOOC had the largest net capital inflow, amounting to 431 million yuan. The data showed that the stock fell 4.69% and the turnover rate was 26.88%. The net capital flows into the top China Merchants Securities Co.Ltd(600999) Shenzhen China Merchants Securities Co.Ltd(600999) building and buys 110 million yuan. A total of 53 stocks were involved in the institutional participation list, of which 20 were net bought by the institution, and CNOOC was the most bought, amounting to 639 million yuan. In addition, 33 shares were net sold by institutions, and Chinalin Securities Co.Ltd(002945) was sold the most, amounting to 587877 million yuan
block trading:
Shanghai and Shenzhen stock markets on April 26, 139 block transactions occurred in 83 stocks, with a total turnover of 1.39 billion yuan
On April 26, 139 block transactions occurred in 83 stocks in Shanghai and Shenzhen, with a total turnover of 1.39 billion yuan. Among them, there were 63 block transactions in 38 stocks in Shanghai stock market, with a total turnover of 495 million yuan; There were 69 block transactions in 38 stocks in Shenzhen, with a total turnover of 872 million yuan. The stock index closed at 288643 points, down 1.44%, with a turnover of 395986 billion yuan
hot money information:
business department’s favorite individual stocks were exposed, and the net purchase exceeded 100 million yuan
Statistics show that on April 26, the business department net bought 386 million yuan of funds in the dragon and tiger list, of which 34 stocks were net bought and 22 stocks were net sold.
The net purchases of more stocks were Westone Information Industry Inc(002268) , Langold Real Estate Co.Ltd(002305) , Better Life Commercial Chain Share Co.Ltd(002251) etc. the net purchases accounted for 14.63%, 10.80% and 3.68% of the turnover on that day. In addition, the top stocks sold by the business department were CNOOC, Avic Xi’An Aircraft Industry Group Company Ltd(000768) , Liaoning Energy Industry Co.Ltd(600758) etc., and the net sales accounted for 3.79%, 10.76% and 17.56% of the turnover on that day
pension fund added 15 shares shares in the first quarter increased 9 shares
Statistics show that by the end of April 26, the pension account had appeared in the list of top 10 circulating shareholders of 32 stocks by the end of the first quarter of 2022. Among them, there are 15 new entrants and 9 additional shares. At the end of the first quarter, the pension account had the largest shareholding of China Jushi Co.Ltd(600176) with a shareholding of 57146900 shares; In terms of the market value of shares held at the end of the period, there are 15 shares with a market value of more than 100 million yuan held by the pension account at the end of the period, including China Jushi Co.Ltd(600176) , Jiangsu Yangnong Chemical Co.Ltd(600486) , Cts International Logistics Corporation Limited(603128) , etc
two financial data:
two cities and two financial balances decreased by 296.49 billion yuan
As of April 25, the balance of two financial institutions in Shanghai and Shenzhen was 1571123 billion yuan, a decrease of 29.649 billion yuan compared with the previous trading day. Among them, the financing balance was 1493445 billion yuan, a decrease of 23.552 billion yuan compared with the previous trading day; The balance of securities lending was 77.677 billion yuan, a decrease of 6.098 billion yuan compared with the previous trading day.
8 shares financed net purchase of more than 100 million yuan China Merchants Bank Co.Ltd(600036) net purchase of the most
Statistics show that on April 25, a total of 486 stocks were net purchased by financing, and 86 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of 8 financing enterprises exceeded 100 million yuan China Merchants Bank Co.Ltd(600036) financed net purchases topped the list, with a net purchase of 589 million yuan on the same day; Other stocks with the highest net financing purchase amount include Wuliangye Yibin Co.Ltd(000858) , Contemporary Amperex Technology Co.Limited(300750) , Guanghui Energy Co.Ltd(600256) , China Tourism Group Duty Free Corporation Limited(601888) , China Vanke Co.Ltd(000002) , Ping An Bank Co.Ltd(000001) , Wuxi Apptec Co.Ltd(603259) , Longi Green Energy Technology Co.Ltd(601012) .
financiers are optimistic about 2 shares purchases accounting for more than 30% of the transaction
Statistics show that a total of 1904 stocks were purchased with financing funds on April 25, of which China Merchants Bank Co.Ltd(600036) , with a purchase amount of 1.028 billion yuan, was the top stock Kweichow Moutai Co.Ltd(600519) purchase amount is 859 million yuan; The purchase amount of China stock market news was 777 million yuan. In terms of the proportion of financing purchase amount in the transaction amount of individual shares on that day, the purchase amount of two individual shares accounts for more than 30% of the transaction amount.
Shanghai Yizhong Pharmaceutical Co.Ltd(688091) etc. 8 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on April 25, the financing balance of 108 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 8 shares increased by more than 10%. The largest increase in financing balance was Shanghai Yizhong Pharmaceutical Co.Ltd(688091) , and the latest financing balance was 805252 million yuan, with a month on month increase of 47.01%; The increase of financing balance is also large in Iray Technology Company Limited(688301) , Qingdao Novelbeam Technology Co.Ltd(688677) , Fengyi technology, Anhui Ronds Science & Technology Incorporated Company(688768) , Beijing Abt Networks Co.Ltd(688168) , etc
fund data:
decode the first quarterly report of the Fund: the overall scale is slightly reduced the layout track of fund managers is hidden
The overall loss of public funds in the first quarter was 1.33 trillion yuan. Data show that the overall size of the fund market in the first quarter of this year decreased slightly compared with the previous quarter. At the end of the first quarter, the scale of public funds was 25.08 trillion yuan, a month on month decrease of 1.48%. Among them, the scale of stock type and hybrid type decreased by 0.3 trillion and 0.88 trillion respectively compared with the previous quarter, with a month on month decrease of 12.57% and 14.20%. The scale of bond funds, QDII funds and money market funds rose against the trend. In the first quarter, money market funds increased by 6.84% month on month, followed by QDII funds and bond funds, with month on month growth of 2.69% and 2.52% respectively.
