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 681 main capital flight shares for 5 consecutive days
Statistics show that as of the closing on April 28, a total of 681 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 consecutive days or more. In terms of duration of net outflow, Xishui Strong Year Co.Ltd Inner Mongolia(600291) ranked first in terms of net outflow of main funds for 27 consecutive days Hengtong Optic-Electric Co.Ltd(600487) for 24 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, Zijin Mining Group Company Limited(601899) main funds had the largest net outflow, with a cumulative net outflow of 1.8 billion yuan for 10 consecutive days, Ping An Insurance (Group) Company Of China Ltd(601318) followed by a cumulative net outflow of 877 million yuan for 5 days.
strong stocks track the net inflow of main funds into 47 stocks for 5 consecutive days
Statistics show that as of the closing on April 28, a total of 47 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Annil Co.Ltd(002875) for 8 consecutive days, the net inflow of main funds ranked first Shenzhen Deren Electronic Co.Ltd(002055) and other major capital net inflows for 7 consecutive days, ranking second. In terms of the total net inflow of main funds, Wuxi Apptec Co.Ltd(603259) main funds had the largest net inflow, with a cumulative net inflow of 570 million yuan for five consecutive days, Huadian Power International Corporation Limited(600027) followed by a cumulative net inflow of 232 million yuan for five days. From the ratio of the net inflow of main funds to the turnover, Hbis Company Limited(000709) ranked first, with the stock falling 7.72% in the past five days.
main funds withdraw from non bank financial, pharmaceutical and biological industries and rush to raise funds in the North Shenzhen Inovance Technology Co.Ltd(300124) , China Merchants Bank Co.Ltd(600036) etc
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 14.388 billion yuan. From the perspective of industry sector, among the 28 primary industries to which Shenwan belongs, there are 6 industry sectors with net inflow of main funds today. Among them, the real estate industry sector has the largest net inflow of main funds, with a net inflow of 1.536 billion yuan; The leading net inflow of main funds in the industry sector are food and beverage and banks
North Fund:
BEIXIANG net sale of funds Luxshare Precision Industry Co.Ltd(002475) more than 200 million yuan, and these shares were increased
On April 28, northbound funds sold a small net amount of 637 million yuan throughout the day, including a net purchase of 459 million yuan by Shanghai Stock connect and a net sale of more than 1 billion yuan by Shenzhen Stock connect. Among the top ten traded stocks, Shenzhen Inovance Technology Co.Ltd(300124) , China Merchants Bank Co.Ltd(600036) , Kweichow Moutai Co.Ltd(600519) net purchases ranked among the top three, with net purchases of 513 million yuan, 438 million yuan and 377 million yuan respectively. The first three stocks sold net were Luxshare Precision Industry Co.Ltd(002475) , China State Construction Engineering Corporation Limited(601668) , China Tourism Group Duty Free Corporation Limited(601888) , with net sales of 267 million yuan, 150 million yuan and 04 million yuan respectively.
Midea Group Co.Ltd(000333) , Goertek Inc(002241) , etc. 26 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on April 27, a total of 986 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, 26 have an increased market value of more than 100 million yuan, the largest is Kweichow Moutai Co.Ltd(600519) , the latest holding is 844451 million shares, an increase of 0.61% month on month, and the increased market value is 919 million yuan; The market value of increased holdings is relatively large, including Ping An Bank Co.Ltd(000001) , Midea Group Co.Ltd(000333) , Goertek Inc(002241) and other shares.
list of shares held by northbound funds in high proportion
Statistics show that as of April 27, 2316 shares were held by northbound funds, with a total shareholding of 105566 billion shares and a total market value of 2.06 trillion yuan. According to the statistics of shareholding ratio, 40 shares hold more than 10% of the total share capital, and 64 shares hold more than 10% of the circulating shares.
list of substantial reduction of shareholding of northbound funds
Statistics show that on April 27, a total of 568 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, 215 shares had a market value of more than 10 million yuan and 31 shares had a market value of more than 100 million yuan. The largest market value was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.531 billion shares, a mom decrease of 0.94%, and the market value of reduced shares was 555 million yuan, followed by China State Construction Engineering Corporation Limited(601668) Shanghai Fosun Pharmaceutical (Group) Co.Ltd(600196) , the market value of the reduction was 392 million yuan and 325 million yuan respectively.
37 shares increased by more than 50% through land stock connect Jiangxi Fushine Pharmaceutical Co.Ltd(300497) with the largest increase
Statistics show that as of April 27, a total of 986 stocks have been increased by land stock connect. Among them, there were 37 companies whose holdings increased by more than 50% month on month, and the largest increase was Jiangxi Fushine Pharmaceutical Co.Ltd(300497) . Land stock connect recently held 2.8946 million shares, with a month on month increase of 159.51% over the previous trading day; There are also Shanghai Lily&Beauty Cosmetics Co.Ltd(605136) , Guanglian Aviation Industry Co.Ltd(300900) , Hebei Changshan Biochemical Pharmaceutical Co.Ltd(300255) , Xi’An Chenxi Aviation Technology Corp.Ltd(300581) , Yibin Tianyuan Group Co.Ltd(002386) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 509 million rush to raise funds Goertek Inc(002241) foreign capital net purchase of 10 shares and institutions net purchase of 25 shares
On April 28, Goertek Inc(002241) , with a net capital inflow of 509 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 4.12% throughout the day. The net inflow of funds into the top Shenzhen Stock connect seats was 247 million yuan, CITIC Shanghai Branch was 884144 million yuan, and CICC Shanghai Branch was 626843 million yuan.
A total of 61 stocks were involved in the institutional participation in the dragon and tiger list, of which 25 were net bought by the institution, and Shanghai Junshi Biosciences Co.Ltd(688180) was the most bought, amounting to 117 million yuan
block trading:
on April 28, 112 block transactions occurred in 78 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.105 billion yuan
On April 28, 112 block transactions occurred in 78 stocks in Shanghai and Shenzhen, with a total turnover of 1.105 billion yuan. Among them, there were 62 block transactions in 43 stocks in Shanghai Stock Exchange, with a total turnover of 724 million yuan; There were 49 block transactions in 34 stocks in Shenzhen, with a total turnover of 373 million yuan. The Shanghai index closed at 297548 points, up 0.58%, with a turnover of 388743 billion yuan
pension fund new 31 shares shares increased 23 shares in the first quarter shares
Statistics show that by the end of April 28, the pension account had appeared in the list of the top 10 circulating shareholders of 81 stocks by the end of the first quarter of 2022. Among them, there are 31 new entrants and 23 additional shares. At the end of the first quarter, the pension account had the largest shareholding of Humanwell Healthcare (Group) Co.Ltd(600079) with a shareholding of 644373 million shares. In terms of the market value of shares held at the end of the period, there are 34 shares with a market value of more than 100 million yuan held by the pension account at the end of the period, including Humanwell Healthcare (Group) Co.Ltd(600079) , China Jushi Co.Ltd(600176) , Shenzhen Kedali Industry Co.Ltd(002850) , etc
two financial data:
two cities and two financial balances decreased by 87.99 billion yuan
As of April 27, the balance of two financial institutions in Shanghai and Shenzhen was 1532627 billion yuan, a decrease of 8.799 billion yuan compared with the previous trading day. Among them, the financing balance was 1454001 billion yuan, a decrease of 11.449 billion yuan compared with the previous trading day; The balance of securities lending was 78.626 billion yuan, an increase of 2.65 billion yuan over 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 1903 stocks were purchased with financing funds on April 27, of which the top stocks were China stock market news, with a purchase amount of 1.001 billion yuan Contemporary Amperex Technology Co.Limited(300750) purchase amount is 803 million yuan Byd Company Limited(002594) purchases amounted to 695 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.
6 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 27, a total of 669 stocks were net purchased by financing, and 102 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of six financing companies exceeded 100 million yuan China Merchants Bank Co.Ltd(600036) financed net purchases topped the list, with net purchases of 216 million yuan on the same day; The top net purchase amount of financing is Tianqi Lithium Corporation(002466) , China Vanke Co.Ltd(000002) , First Capital Securities Co.Ltd(002797) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Zhejiang Orient Gene Biotech Co.Ltd(688298) , Yunnan Energy New Material Co.Ltd(002812) , Gci Science & Technology Co.Ltd(002544) , etc.
Dongwei semiconductors and others 6 only the financing balance of Kechuang board shares increased by more than 10%
Statistics show that on April 27, the financing balance of 141 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 6 shares increased by more than 10%. The financing balance was the latest increase of RMB 8.703 million, with the largest increase of RMB 15.5% compared with that of the east bank; Other stocks with large increase in financing balance include Weijie Chuangxin, Wayz Intelligent Manufacturing Technology Co.Ltd(688211) , anxiu biology, Zhongfu Shenying, Giantec Semiconductor Corporation(688123) , etc
fund data:
e Fangda, Nanfang, Cathay Pacific, Wanjia and other funds earned more than 20% against the trend stepped on what “safe haven”
Data show that the size of 25 trillion public funds lost more than 1.3 trillion in the first quarter. Among them, equity funds and hybrid funds lost 423.3 billion and 905.1 billion respectively, with a total loss of more than 1.3274 trillion yuan, almost equivalent to the overall loss of the fund.
You know, last year, public funds made more than 700 billion profits for investors. In only one quarter of this year, the loss was twice that of last year. The star track in, such as new energy, semiconductor, medicine and so on, is cool. The well-known star fund managers, “Kun Kun” and “Lan Lan” also seem to fall into the altar.
In addition, according to the data statistics, according to the calculation of all funds (net value), as of April 27, since the first quarter of this year, the performance of crude oil theme funds has ranked among the top 10 public funds. Cathay Pacific commodities and harvest crude oil have returned 42.95% and 41% respectively this year. In addition, the spot exchange of Southern crude oil a / C, e-fonda crude oil a / C, Prudential global commodity theme, Warburg S & P oil and gas a / C /, e-fonda crude oil a / C increased by more than 35%! According to the category of mixed open-end funds, the funds with the theme of safe haven in the market are mainly invested in real estate, finance and manufacturing
IPO data:
since this year, 116 new shares have been issued, raising a total of 195280 billion yuan
Statistics show that, based on the issuance date, as of April 28, 116 companies have raised funds for the first time this year, with a cumulative fund-raising amount of 195280 billion yuan, and a single company raised an average of 1.698 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, 38 companies with a fund-raising amount of 500 million yuan to 1 billion yuan and 15 companies with a fund-raising amount of less than 500 million yuan.
