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 57 stocks for 5 consecutive days
Statistics show that as of the closing on May 18, a total of 57 stocks in Shanghai and Shenzhen stock markets had a net inflow of main funds for 5 or more consecutive days Hbis Company Limited(000709) for 16 consecutive days, the net inflow of main funds ranked first Liqun Commercial Group Co.Ltd(601366) and other major capital net inflows for 13 consecutive days, ranking second. In terms of the total net inflow of main funds, Gansu Qilianshan Cement Group Co.Ltd(600720) main funds had the largest net inflow, with a cumulative net inflow of 792 million yuan for five consecutive days, Wingtech Technology Co.Ltd(600745) followed by a cumulative net inflow of 773 million yuan for seven days.
decryption of main capital flight shares, net outflow of 450 shares for 5 consecutive days
Statistics show that as of the closing on May 18, a total of 450 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, Minmetals Capital Company Limited(600390) ranked first in terms of net outflow of main funds for 18 consecutive days Guangdong High Dream Intellectualized Machinery Co.Ltd(300720) for 15 consecutive days, the net outflow of main funds ranked second. In terms of the total scale of net outflow of main funds, China Meheco Group Co.Ltd(600056) main funds had the largest net outflow, with a cumulative net outflow of 2.245 billion yuan for 9 consecutive days, followed by Longji green energy, with a cumulative net outflow of 1.552 billion yuan for 5 days.
main funds reduce holdings of pharmaceutical, biological, non-ferrous metals and other industries, and institutions rush to raise 7 shares
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 11.56 billion yuan. From the perspective of industry sector, among the 28 Tier-1 industries to which Shenwan belongs, there are 8 industry sectors with net inflow of main funds and 20 industry sectors with net outflow of main funds. Among them, the pharmaceutical and biological industry sector has the largest net outflow of main funds, with a net outflow of 2.512 billion yuan; The leading net outflow of main funds in the industry sector are nonferrous metals, chemical industry, food and beverage, mechanical equipment and transportation
North Fund:
BEIXIANG net purchase of funds Byd Company Limited(002594) more than 300 million yuan, and these shares were increased
On May 18, northbound funds sold a net 2.277 billion yuan throughout the day, of which the Shanghai Stock connect sold a net 2.11 billion yuan. For nearly seven trading days, northbound funds have been in the trend of inflow on the same day and outflow on the next day. Among the top ten traded stocks, Byd Company Limited(002594) , Ping An Bank Co.Ltd(000001) , China Merchants Bank Co.Ltd(600036) net purchases ranked among the top three, with net purchases of 356 million yuan, 294 million yuan and 172 million yuan respectively. The first three stocks that were net sold were Wuliangye Yibin Co.Ltd(000858) , S.F.Holding Co.Ltd(002352) , and China stock market news, with net sales of 208 million yuan, 147 million yuan and 143 million yuan respectively.
North fund position increase list: 23 shares holdings increased by more than 20% month on month
Statistics show that as of May 17, according to the shareholding records of land stock link released by the Hong Kong stock exchange, land stock link held a total of 2317 shares, with a total shareholding of 104264 billion shares, a decrease of 365407 million shares compared with the previous trading day. In terms of the range of position increase, there are 23 companies with a month on month increase of more than 20%.
Contemporary Amperex Technology Co.Limited(300750) etc. 22 shares obtained capital increase of more than 100 million yuan from northbound
The statistics showed that the daily trading volume of shares in the North increased by only 694 days compared with the previous month. Based on the number of shares increased and the closing price of the day, among the overweight shares, 22 have an increased market value of more than 100 million yuan, the largest is Contemporary Amperex Technology Co.Limited(300750) , the latest holding is 175 million shares, an increase of 1.03% month on month, and the increased market value is 751 million yuan; There are also China Merchants Bank Co.Ltd(600036) , Longji green energy, Ping An Bank Co.Ltd(000001) and other stocks with a large market value.
23 shares increased by more than 20% through land stock connect Ningbo Zhenyu Technology Co.Ltd(300953) with the largest increase
Statistics show that as of May 17, a total of 694 stocks have been increased by land stock connect. Among them, there were 23 companies whose holdings increased by more than 20% month on month, and the largest increase was Ningbo Zhenyu Technology Co.Ltd(300953) . Lu Gutong recently held 21600 shares, with a month on month increase of 3500% over the previous trading day; There are also Hebei Sinopack Electronic Technology Co.Ltd(003031) , Jiangxi Fushine Pharmaceutical Co.Ltd(300497) , Inly Media Co.Ltd(603598) , Anhui Construction Engineering Group Corporation Limited(600502) , Focus Lightings Tech Co.Ltd(300708) and other stocks with large month on month growth
dragon and tiger list:
dragon and tiger list: 160 million rush to raise funds Zhejiang Construction Investment Group Co.Ltd(002761) foreign capital net buys 1 share and institutions net buys 8 shares
On May 18, among the stocks on the list, the largest net capital inflow was Zhejiang Construction Investment Group Co.Ltd(002761) , which was 160 million yuan. Data show that the stock fell 9.92% during the day, with a turnover rate of 17.9% and a turnover of 2.931 billion yuan. The top net inflow of funds was the net purchase of CICC Shanghai Branch of 335853 million yuan. A total of 28 shares were involved in the institutional participation in the dragon and tiger list, of which 8 shares were net bought by the institution, and Zhejiang Construction Investment Group Co.Ltd(002761) was the most bought, amounting to 151 million yuan. In addition, 20 shares were sold by institutions, and Jiangxi Black Cat Carbon Black Inc.Ltd(002068) was sold the most, with a net sales of 37.155 million yuan in three days
block trading:
Shanghai and Shenzhen stock markets had 169 block transactions of 85 stocks on May 18, with a total turnover of 2.488 billion yuan
On May 18, 169 block transactions occurred in 85 stocks in Shanghai and Shenzhen, with a total turnover of 2.488 billion yuan.
Among them, there were 66 block transactions in 39 stocks in Shanghai stock market, with a total turnover of 1.28 billion yuan; There were 103 block transactions in 46 stocks in Shenzhen, with a total turnover of 1.208 billion yuan. The stock index closed at 308598 points, down 0.25%, with a turnover of 338849 billion yuan
Harbin Jiuzhou Group Co.Ltd(300040) : the actual controller, chairman Li Yin, increased his holdings by 499.87 ten thousand yuan
Harbin Jiuzhou Group Co.Ltd(300040) 5 at noon on May 18, it was announced that Mr. Li Yin, the controlling shareholder and actual controller of the company, had increased his holdings of 31300 shares, 362800 shares, 327000 shares and 49600 shares respectively through centralized bidding through the trading system of Shenzhen Stock Exchange on May 12, 2022, May 13, 2022, May 16, 2022 and may 17, 2022, totaling RMB 4.9987 million.
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) : Director Ma Hongwei plans to increase the shareholding of 1000 million yuan – 2000 million yuan
Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) may 18 announced that Ma Hongwei, the director of the company, plans to increase the shares of the company in the way allowed by the trading system of Shanghai Stock Exchange within 12 months from May 19, 2022, with a total increase of no less than 10 million yuan and no more than 20 million yuan
two financial data:
two cities and two financial balances decreased by 4.93 billion yuan
As of May 17, the balance of the two financial institutions in Shanghai and Shenzhen was 1526764 billion yuan, down 493 million yuan from the previous trading day. Among them, the financing balance was 1444992 billion yuan, a decrease of 475 million yuan compared with the previous trading day; The balance of securities lending was 81.772 billion yuan, a decrease of 18 million yuan compared with the previous trading day.
financiers are optimistic about 6 shares purchases accounting for more than 30% of the transaction
Statistics show that on May 17, a total of 2309 stocks were purchased with financing funds, of which Byd Company Limited(002594) , with a purchase amount of 1.113 billion yuan, was the top one Tianqi Lithium Corporation(002466) purchase amount is 959 million yuan Contemporary Amperex Technology Co.Limited(300750) purchases amounted to 727 million yuan. From the perspective of the proportion of financing purchase amount in the daily turnover of individual shares, the purchase amount of six individual shares accounts for more than 30% of the turnover.
5 shares financed net purchase of more than 100 million yuan Gansu Qilianshan Cement Group Co.Ltd(600720) net purchase of most
Statistics show that on May 17, a total of 1037 stocks were net purchased by financing, and 147 stocks with a net purchase amount of more than 10 million yuan. Among them, the net purchase amount of five financing companies exceeded 100 million yuan Gansu Qilianshan Cement Group Co.Ltd(600720) won the first net purchase of financing, with a net purchase of 379 million yuan on that day; The top net purchase amount of financing is Shanghai Junshi Biosciences Co.Ltd(688180) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) , Kweichow Moutai Co.Ltd(600519) , Byd Company Limited(002594) , Greenland Holdings Corporation Limited(600606) , Hengdian Group Dmegc Magnetics Co.Ltd(002056) , Yunnan Yuntianhua Co.Ltd(600096) , Tianqi Lithium Corporation(002466) , etc
fund data:
fund’s enthusiasm for participating in fixed growth decreased significantly
After the release of the new refinancing regulations, the enthusiasm of public funds to participate in the fixed increase “gold rush” has rarely declined. Data show that during the year, 42 public funds including Boshi fund, Huaxia Fund, Penghua Fund and ICBC Credit Suisse fund participated in the fixed increase of listed companies, and more than 200 products were allocated about 30 billion yuan; In the same period last year, 52 public offerings were allocated with a fixed increase of nearly 44 billion yuan. Since this year, the number of public offering institutions and products participating in the fixed increase of listed companies has declined year-on-year
IPO data:
since this year, 129 new shares have been issued, raising a total of 204108 billion yuan
Statistics show that, based on the issuance date, as of May 18, 129 companies have raised funds for the first time this year, with a cumulative fund-raising amount of 204108 billion yuan, and a single company raised an average of 1.595 billion yuan. In terms of districts, there are 64 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, 43 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 21 companies with a fund-raising amount of less than 500 million yuan.
