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 302 shares for 5 consecutive days
Statistics show that as of the closing on May 5, a total of 302 stocks in Shanghai and Shenzhen stock markets had a net outflow of main funds for 5 or more consecutive days. In terms of the duration of net outflow, Tonghua Dongbao Pharmaceutical Co.Ltd(600867) ranked first in terms of net outflow of main funds for 20 consecutive days Lucky Film Company Limited(600135) and other major capital outflow for 19 consecutive days, ranking second. In terms of the total scale of net outflow of main funds, Aluminum Corporation Of China Limited(601600) main funds had the largest net outflow, with a cumulative net outflow of 920 million yuan for 9 consecutive days, Avic Xi'An Aircraft Industry Group Company Ltd(000768) followed by a cumulative net outflow of 656 million yuan for 9 days.
strong stocks track the net inflow of main funds into 67 stocks for 5 consecutive days
Statistics show that as of the closing on May 5, a total of 67 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 9 consecutive days, ranking first Shandong Yulong Gold Co.Ltd(601028) for 8 consecutive days, the net inflow of main funds ranked second. In terms of the total scale of net inflow of main funds, Goertek Inc(002241) main funds had the largest net inflow, with a cumulative net inflow of 1.078 billion yuan for five consecutive days, Ganfeng Lithium Co.Ltd(002460) followed by a cumulative net inflow of 932 million yuan for five days.
main capital warehousing, northward capital withdrawal of automobile, household appliances and other industries Contemporary Amperex Technology Co.Limited(300750) , China State Construction Engineering Corporation Limited(601668) etc
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 9.934 billion yuan. In terms of industry sectors, among the 28 primary industries to which Shenwan belongs, there are 9 industry sectors with net capital inflows today, among which the automobile industry sector has the largest net capital inflows, with a net inflow of 874 million yuan; The leading net inflow of main funds in the industry sector were household appliances, national defense and military industry and chemical industry, with a net inflow of 453 million yuan, 254 million yuan and 227 million yuan respectively
North Fund:
BEIXIANG net capital sales Contemporary Amperex Technology Co.Limited(300750) more than 3.7 billion yuan, these shares were increased
On May 5, northbound funds sold a net 2.362 billion yuan throughout the day; Among them, the net purchase of Shanghai Stock connect was 85 million yuan and the net sale of Shenzhen Stock connect was 2.448 billion yuan. Among the top ten traded stocks, the net purchases of Gree Electric Appliances Inc.Of Zhuhai(000651) , Kweichow Moutai Co.Ltd(600519) , Inner Mongolia Yili Industrial Group Co.Ltd(600887) and Inner Mongolia Yili Industrial Group Co.Ltd(600887) ranked the top three, with net purchases of 903 million yuan, 818 million yuan and 544 million yuan respectively. The first three stocks sold net were Contemporary Amperex Technology Co.Limited(300750) , China State Construction Engineering Corporation Limited(601668) , Zijin Mining Group Company Limited(601899) , with net sales of 3.708 billion yuan, 298 million yuan and 249 million yuan respectively.
Midea Group Co.Ltd(000333) and others 17 shares obtained northward capital increase of more than 100 million yuan
Statistics show that on April 29, a total of 963 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, 17 have an increased market value of more than 100 million yuan, the largest is Midea Group Co.Ltd(000333) , the latest holding is 1.22 billion shares, an increase of 1.35% month on month, and the increased market value is 928 million yuan; There are also Kweichow Moutai Co.Ltd(600519) , Shenzhen Inovance Technology Co.Ltd(300124) , Byd Company Limited(002594) and other stocks with a large market value.
northbound capital reduction of shares with a market value of more than 100 million yuan
Statistics show that on April 29, a total of 549 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, 232 shares had a reduced market value of more than 10 million yuan and 30 shares had a reduced market value of more than 100 million yuan. The largest reduction in market value was China Merchants Bank Co.Ltd(600036) , the latest holding was 1.529 billion shares, a month on month decrease of 0.81%, and the reduced market value was 501 million yuan, followed by Wuliangye Yibin Co.Ltd(000858) Industrial Bank Co.Ltd(601166) , the market value of the reduction was 449 million yuan and 385 million yuan respectively.
64 shares favored northward capital increase of more than 5000 million
Statistics show that on April 29, a total of 963 shares increased month on month compared with the previous trading day. Based on the number of shares increased and the closing price of the day, 64 shares increased their market value by more than 50 million yuan. The largest increase in market value was Midea Group Co.Ltd(000333) , the latest holding was 1.22 billion shares, an increase of 1.35% month on month. The increase in market value was 928 million yuan, followed by Kweichow Moutai Co.Ltd(600519) , Shenzhen Inovance Technology Co.Ltd(300124) , The increased market value was 664 million yuan and 413 million yuan respectively.
34 shares increased by more than 50% through land stock connect Rongchang biology increased the most
Statistics show that as of April 29, a total of 963 stocks have been increased by land stock connect. Among them, there were 34 with a month on month increase of more than 50%, and Rongchang biology had the largest month on month increase. Lu Gutong recently held 293400 shares, with a month on month increase of 722.4% compared with the previous trading day; There are also Qilu Bank Co.Ltd(601665) , Shenzhen Rongda Photosensitive & Technology Co.Ltd(300576) , Sichuan Furong Technology Co.Ltd(603327) , Zhonghong Pulin Medical Products Co.Ltd(300981) , Beijing Jingcheng Machinery Electric Company Limited(600860) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 275 million rush to raise funds Chongqing Changan Automobile Company Limited(000625) foreign capital net buys 1 share and institutions net buys 16 shares
On May 5, Chongqing Changan Automobile Company Limited(000625) , with a net capital inflow of 275 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 1.91% throughout the day. Guotai Junan Securities Co.Ltd(601211) Shanghai Branch, the top net inflow of funds, bought 115 million yuan, and Shenzhen Stock connect seat bought 19.708 million yuan. A total of 37 stocks were involved in the institutional participation in the dragon and tiger list, of which 16 were net bought by the institution, Yuanli Chemical Group Co.Ltd(603217) was the most bought, with a net purchase of 33.637 million yuan in three days
block trading:
on May 5, 148 block transactions occurred in 78 stocks in Shanghai and Shenzhen stock exchanges, with a total turnover of 1.991 billion yuan
On May 5, 148 block transactions occurred in 78 stocks in Shanghai and Shenzhen, with a total turnover of 1.991 billion yuan. Among them, there were 71 block transactions in 32 stocks in Shanghai stock market, with a total turnover of 1.085 billion yuan; There were 72 block transactions in 43 stocks in Shenzhen, with a total turnover of 894 million yuan. The stock index closed at 306776 points, up 0.68%, with a turnover of 409352 billion yuan
intensive release is good! First wave company issued repurchase and shareholding increase plan
On the evening of May 4, Suzhou Hycan Holdings Co.Ltd(002787) , Anfu Ce Link Limited(300787) , Dongwang times, Shanghai Weaver Network Co.Ltd(603039) , Enc Digital Technology Co.Ltd(603869) , Zhejiang Rongsheng Environmental Protection Paper Joint Stock Co.Ltd(603165) , and other A-share companies disclosed share repurchase plans. Some companies such as Dongwang times clearly pointed out that the purpose of share repurchase is to safeguard the company's value and shareholders' rights and interests.
controlling shareholder plans to spend up to 32 billion yuan to increase Saic Motor Corporation Limited(600104) to fight the combination of "repurchase + increase" 23456
On the evening of May 4, Saic Motor Corporation Limited(600104) controlling shareholder launched the shareholding increase plan, which plans to spend 1.6 billion yuan to 3.2 billion yuan to increase the shares of Listed Companies in the next six months. That night, according to incomplete statistics, in addition to Saic Motor Corporation Limited(600104) , Dongwang times, Shanghai Weaver Network Co.Ltd(603039) , Guoyuan Securities Company Limited(000728) , Anfu Ce Link Limited(300787) , Suzhou Hycan Holdings Co.Ltd(002787) , and other listed companies also issued repurchase and shareholding increase plans to express their confidence in the company's future development prospects and recognition of the company's value with real gold and silver
two financial data:
two cities and two financial balances decreased by 103.06 billion yuan
As of April 29, the balance of two financial institutions in Shanghai and Shenzhen was 1512042 billion yuan, a decrease of 10.306 billion yuan compared with the previous trading day. Among them, the financing balance was 1433767 billion yuan, a decrease of 10.69 billion yuan compared with the previous trading day; The balance of securities lending was 78.275 billion yuan, an increase of 383 million yuan over the previous trading day.
9 shares financed net purchase of more than 100 million yuan Tianqi Lithium Corporation(002466) net purchase of the most
Statistics show that on April 29, a total of 593 stocks were net purchased by financing, and 126 stocks with a net purchase amount of more than 10 million yuan. Among them, 9 financing net purchases exceeded 100 million yuan Tianqi Lithium Corporation(002466) the net purchase of financing ranked first, with a net purchase of 315 million yuan on that day; The top net purchase amount of financing is Contemporary Amperex Technology Co.Limited(300750) , Industrial Bank Co.Ltd(601166) , Jiangsu Yanghe Brewery Joint-Stock Co.Ltd(002304) , Ganfeng Lithium Co.Ltd(002460) , China Resources Double-Crane Pharmaceutical Co.Ltd(600062) , Naura Technology Group Co.Ltd(002371) , Ping An Bank Co.Ltd(000001) , Youngy Co.Ltd(002192) .
financiers are optimistic about 3 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 29, of which the top stocks were China stock market news, with a purchase amount of 1.371 billion yuan Contemporary Amperex Technology Co.Limited(300750) purchase amount is 1.015 billion yuan Tianqi Lithium Corporation(002466) purchases amounted to 903 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of three individual shares accounts for more than 30% of the turnover.
Dongwei semiconductors, etc. 10 Kechuang board shares, with an increase in financing balance of more than 10%
Statistics show that on April 29, the financing balance of 111 individual stocks on the science and Innovation Board increased month on month. Among them, the financing balance of 10 shares increased by more than 10%. The largest increase in financing balance was that of Dongwei semi guide, with the latest financing balance of 1197578 million yuan, a month on month increase of 38.75%; Hechuan technology, Shanghai Yizhong Pharmaceutical Co.Ltd(688091) , Anhui Huaheng Biotechnology Co.Ltd(688639) , Fengyi technology, Huaqin technology and other stocks also increased significantly in financing balance
fund data:
the pattern of fund consignment sales changed in the first quarter retained scale counter attack by securities companies bank "shrinkage"
In the current fund consignment market, securities companies, banks and independent fund sales institutions are three pillars. In the first quarter of this year, affected by the intensification of market shock, the downturn of new fund development, the decline of fund net value and other factors, the holding scale of institutional consignment funds also decreased. However, due to the adjustment of the statistical caliber of fund consignment, the pattern of fund consignment has changed, and the two holding scales of securities companies have increased against the trend, both exceeding 1.1 trillion yuan; The scale of banks and independent fund sales institutions has "shrunk".
bottom fund is on the way! Lu Bin, Tang Xiaobin, Hu Yibin many star fund managers promote new products after the festival
After the market shock in the first four months of this year, many fund managers aimed at the adjusted layout opportunities. Data show that although there are only two trading days in the first week after labor day, 20 funds are about to be sold. In the whole may, 49 funds are expected to enter the sale period, and hybrid and equity funds account for about 70%.
Among them, many star fund managers also joined the new camp in May. GF value pilot, to be jointly managed by Tang Xiaobin and Yang Dong, will be issued on Friday (May 6); Hua'an prosperity optimization, HSBC Jinxin times pioneer and Shen Wanling xinlerong, which are respectively planned to be managed by star fund managers Hu Yibin, Lu Bin and Fu Juan, will also be put on sale this month, which can be described as a huge star lineup.
