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 49 main funds for five consecutive days
Statistics show that as of the closing on April 29, a total of 49 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Bgt Group Co.Ltd(300774) and other major capital net inflows for 8 consecutive days, ranking first Shandong Yulong Gold Co.Ltd(601028) and other major capital net inflows for 7 consecutive days, ranking second. From the perspective of the total scale of net inflow of main funds, Hongde shares has the largest net inflow of main funds, with a cumulative net inflow of 269 million yuan for six consecutive days, Shanghai Xujiahui Commercial Co.Ltd(002561) followed by a cumulative net inflow of 250 million yuan for six days.
decryption of main capital flight stocks, with a net outflow of 449 shares for 5 consecutive days
Statistics show that as of the closing on April 29, 449 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. 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 28 consecutive days Sinomag Technology Co.Ltd(300835) and other major capital net outflow for 19 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Zhongnongfa Seed Industry Group Co.Ltd(600313) main funds had the largest net outflow, with a cumulative net outflow of 883 million yuan for seven consecutive days, Aluminum Corporation Of China Limited(601600) followed by a cumulative net outflow of 868 million yuan for eight days.
68 shares won the main position and raised more than 100 million yuan of funds from the North Midea Group Co.Ltd(000333) , Kweichow Moutai Co.Ltd(600519) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net inflow of 23.851 billion yuan. In terms of individual stocks, 2471 individual stocks received the net inflow of main funds today, of which 68 stocks received the net inflow of main funds of more than 100 million yuan. China stock market news received the largest net inflow of main funds, with a net inflow of 1.33 billion yuan; The top stocks in the net inflow of main funds include Tianqi Lithium Corporation(002466) , Byd Company Limited(002594) , CNOOC, Contemporary Amperex Technology Co.Limited(300750) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304)
North Fund:
northbound capital today net inflow of 4.246 billion yuan, substantial net purchase Midea Group Co.Ltd(000333) 901 million yuan
On April 29, the net purchase volume of northbound capital on that day was 4.246 billion yuan. Among them, the net purchase volume of Shanghai Stock connect on the same day was 212 million yuan; The net purchase volume of Shenzhen Stock connect on the same day was 4.034 billion yuan. According to the top ten trading shares of Shanghai Shenzhen Hong Kong stock connect announced by the exchange, the northbound capital bought Midea Group Co.Ltd(000333) 901 million yuan, purchased Kweichow Moutai Co.Ltd(600519) 668 million yuan, bought Byd Company Limited(002594) 453 million yuan, and sold Wuliangye Yibin Co.Ltd(000858) 448 million yuan.
42 shares reduced by more than 5000 yuan by northbound funds million yuan
Statistics show that on April 28, the shareholding of 994 shares decreased month on month compared with the previous trading day. Based on the number of shares reduced and the closing price of the day, 285 shares with a market value of more than 10 million yuan and 42 shares with a market value of more than 50 million yuan were reduced. The largest market value was Luxshare Precision Industry Co.Ltd(002475) , the latest shareholding was 567 million shares, a month on month decrease of 1.60%, and the market value of reduced shares was 271 million yuan, followed by China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) China State Construction Engineering Corporation Limited(601668) , the market value of the reduction was 152 million yuan and 152 million yuan respectively.
Shenzhen Inovance Technology Co.Ltd(300124) , China Merchants Bank Co.Ltd(600036) , etc. 23 shares have been increased by more than 100 million yuan
Statistics show that on April 28, a total of 535 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, 23 have an increased market value of more than 100 million yuan, the largest is Shenzhen Inovance Technology Co.Ltd(300124) , the latest holding is 496 million shares, an increase of 1.89% month on month, and the increased market value is 515 million yuan; There are also China Merchants Bank Co.Ltd(600036) , Kweichow Moutai Co.Ltd(600519) , Longi Green Energy Technology Co.Ltd(601012) and other stocks with a large market value.
North fund position increase list: 33 shares holdings increased by more than 10% month on month
Statistics show that as of April 28, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2316 shares, with a total shareholding of 105315 billion shares, a decrease of 257 million shares compared with the previous trading day. From the perspective of increasing positions, there are 33 companies with a month on month increase of more than 10%.
9 shares increased by more than 20% through land stock connect Shandong Hi-Speed Road&Bridge Co.Ltd(000498) with the largest increase
Statistics show that as of April 28, a total of 535 stocks have been increased by land stock connect. Among them, there were 9 companies with a month on month increase of more than 20%, and the largest month on month increase was Shandong Hi-Speed Road&Bridge Co.Ltd(000498) . Land stock connect recently held 204508 million shares, with a month on month increase of 54.27% over the previous trading day; There are also Chutian Dragon Co.Ltd(003040) , China Wafer Level Csp Co.Ltd(603005) , Zhejiang Tiantie Industry Co.Ltd(300587) , China-Singapore Suzhou Industrial Park Development Group Co.Ltd(601512) , Qingdao Sentury Tire Co.Ltd(002984) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 150 million rush to raise funds Beijing Kingsoft Office Software Inc(688111) foreign capital net purchase of 7 shares and institutions net purchase of 14 shares
On April 29, Beijing Kingsoft Office Software Inc(688111) , with a net capital inflow of 150 million yuan, was the largest among the dragon and tiger stocks on the list.
The data showed that the stock rose 18.69% during the day, and the turnover rate throughout the day was 1.68%. The net inflow of funds into the top seats of Shanghai Stock connect, with a net purchase of 84.958 million yuan. A total of 31 stocks were involved in the institutional participation list, of which 14 were net bought by the institution, and Beijing Kingsoft Office Software Inc(688111) was the most bought, with a total of 168 million yuan. In addition, 17 shares were net sold by institutions, and Hangzhou Onechance Tech Corp(300792) was sold the most, amounting to 153 million yuan
block trading:
on April 29, 112 block transactions occurred in 60 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.37 billion yuan
On April 29, 112 block transactions occurred in 60 stocks in Shanghai and Shenzhen, with a total turnover of 1.37 billion yuan. Among them, there were 38 block transactions in 29 stocks in Shanghai Stock Exchange, with a total turnover of 547 million yuan; There were 73 block transactions in 30 stocks in Shenzhen, with a total turnover of 821 million yuan. The stock index closed at 304706 points, up 2.41%, with a turnover of 440423 billion yuan
hot money information:
The most exposed 5000 shares of the business department
Statistics show that on April 29, the business department net bought 279 million yuan of funds in the dragon and tiger list, of which 30 stocks were net bought and 22 stocks were net sold. The net purchases of more stocks were The Pacific Securities Co.Ltd(601099) , Hybio Pharmaceutical Co.Ltd(300199) , Inner Mongolia Furui Medical Science Co.Ltd(300049) and so on. The net purchases accounted for 11.34%, 5.90% and 5.18% of the turnover on that day. In addition, the top stocks sold by the business department were Citic Guoan Information Industry Co.Ltd(000839) , Yunnan Coal & Energy Co.Ltd(600792) , Ningxia Building Materials Group Co.Ltd(600449) and so on, accounting for 5.43%, 19.72% and 10.98% of the turnover on that day
pension fund new 42 shares shares increased 33 shares in the first quarter shares
As of the end of 2024, there were 119 outstanding pension shares in the last ten quarters. Among them, there were 42 new shares and 33 additional shares. At the end of the first quarter, the pension account had the largest shareholding of Focus Media Information Technology Co.Ltd(002027) with a shareholding of 149527100 shares. In terms of the market value of shares held at the end of the period, there are 53 shares with a market value of more than 100 million yuan held by the pension account at the end of the period, including Zhejiang Chint Electrics Co.Ltd(601877) , Humanwell Healthcare (Group) Co.Ltd(600079) , Focus Media Information Technology Co.Ltd(002027) , etc
two financial data:
two cities and two financial balances decreased by 102.79 billion yuan
As of April 28, the balance of two financial institutions in Shanghai and Shenzhen was 1522348 billion yuan, a decrease of 10.279 billion yuan compared with the previous trading day. Among them, the financing balance was 1444457 billion yuan, a decrease of 9.544 billion yuan compared with the previous trading day; The balance of securities lending was 77.891 billion yuan, a decrease of 735 million yuan compared with the previous trading day.
15 shares financed net purchase of over 5000 million yuan China Railway Group Limited(601390) net purchase of the most
Statistics show that on April 28, a total of 722 stocks were net purchased by financing, and 118 stocks with a net purchase amount of more than 10 million yuan. Among them, 15 financing net purchases exceeded 50 million yuan China Railway Group Limited(601390) received the largest net purchase of financing, with a net purchase of 232 million yuan on that day; The top net purchase amount of financing is China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Ping An Insurance (Group) Company Of China Ltd(601318) , Shanghai Junshi Biosciences Co.Ltd(688180) , Jiangxi Special Electric Motor Co.Ltd(002176) , Financial Street Holdings Co.Ltd(000402) , Anhui Kouzi Distillery Co.Ltd(603589) , Aier Eye Hospital Group Co.Ltd(300015) , etc.
financing customers control more than one share (list attached)
Statistics show that on April 28, the financing balance of Shanghai and Shenzhen was 1444457 billion yuan, accounting for 2.42% of the circulating market value of a shares. Among the two financial target stocks, there are 185 stocks, with financing balance accounting for more than 10% of the circulating market value, 855 stocks with financing balance accounting for 5% ~ 10%, 1129 stocks with financing balance accounting for 1% ~ 5% and 159 stocks with financing balance accounting for no more than 1%.
Yaokang biology, etc. 12 Kechuang board shares, the financing balance increased by more than 5%
Statistics show that on April 28, the financing balance of 137 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 12 shares increased by more than 5%. The largest increase in financing balance was Yaokang biology, with the latest financing balance of 23.628 million yuan, a month on month increase of 26.64%; There are also Western Superconducting Technologies Co.Ltd(688122) , Fujian Forecam Optics Co.Ltd(688010) , Qingdao Gaoce Technology Co.Ltd(688556) , Beijing Longruan Technologies Inc(688078) , Shan Dong Kexing Bioproducts Co.Ltd(688136) and other shares with a large increase in financing balance
fund data:
only 8% in the first quarter “fixed income + ” achieved positive income these two funds attracted more than 10 billion
Statistics show that as of the first quarter, the total scale of more than 1200 “fixed income +” funds (including partial debt hybrid funds, hybrid bond primary funds and hybrid bond secondary funds) in the whole market reached 2.14 trillion yuan. Although there are new products, the overall scale is still slightly lower than 2.16 trillion yuan at the end of last year.
The overall performance of the “fixed income +” fund was not very “warm”, and only 8.2% of the products obtained positive returns in the first quarter. The proportion of “fixed income +” funds with negative returns has reached more than 90%, and the products with the largest decline in net value have fallen by more than 20%.
