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 53 stocks for 5 consecutive days
Statistics show that as of the closing on May 23, a total of 53 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 19 consecutive days, the net inflow of main funds ranked first Liqun Commercial Group Co.Ltd(601366) for 16 consecutive days, the net inflow of main funds ranked second. In terms of the total net inflow of main funds, Orient Securities Company Limited(600958) main funds had the largest net inflow, with a cumulative net inflow of 635 million yuan for five consecutive days, Gigadevice Semiconductor (Beijing) Inc(603986) followed by a cumulative net inflow of 612 million yuan for five days.
main funds have been buying these concept stocks in recent three days
Statistics show that the Shanghai stock index rose by 1.97% in the past three days, and the transaction amount of A-Shares in the past three days increased by 10.59% compared with the previous three days. There are 110 types of concepts of large net inflows of main funds in the past three days. Among them, the concepts at the forefront of net inflows of main funds are photovoltaic concept, small metal concept and salt lake lithium extraction, with net inflows of 3.94 billion yuan, 3.412 billion yuan and 3.234 billion yuan respectively.
52 shares were reduced by the main force and more than 100 million yuan was withdrawn from the North China Tourism Group Duty Free Corporation Limited(601888) , Byd Company Limited(002594) etc.
Statistics show that the main funds of Shanghai and Shenzhen stock markets today had a net outflow of 13.806 billion yuan. In terms of individual stocks, 1768 stocks received a net inflow of main funds today. In addition, 2882 stocks were net sold by main funds, of which 52 stocks were net sold by main funds of more than 100 million yuan. The stocks with the largest net outflow of main funds are Wuliangye Yibin Co.Ltd(000858) , with a net outflow of 669 million yuan; The top stocks in the net outflow of main funds include China Tourism Group Duty Free Corporation Limited(601888) , Midea Group Co.Ltd(000333) , China Vanke Co.Ltd(000002) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Kweichow Moutai Co.Ltd(600519)
North Fund:
northbound capital net sold more than 5.7 billion yuan, ended net purchase of two shares for two consecutive days, and was reduced by more than 400 million yuan respectively
Northbound funds sold a net 5.744 billion yuan throughout the day, including 2.508 billion yuan for Shanghai Stock connect and 3.236 billion yuan for Shenzhen Stock connect. In terms of the top ten active stocks, Cosco Shipping Holdings Co.Ltd(601919) ( Cosco Shipping Holdings Co.Ltd(601919) . SH), Shaanxi Coal Industry Company Limited(601225) ( Shaanxi Coal Industry Company Limited(601225) . SH), S.F.Holding Co.Ltd(002352) ( S.F.Holding Co.Ltd(002352) . SZ) ranked first in net purchases, with amounts of 427 million yuan, 190 million yuan and 188 million yuan respectively. The first three stocks that were net sold were China Tourism Group Duty Free Corporation Limited(601888) ( China Tourism Group Duty Free Corporation Limited(601888) . SH), Byd Company Limited(002594) ( Byd Company Limited(002594) . SZ), Wuliangye Yibin Co.Ltd(000858) ( Wuliangye Yibin Co.Ltd(000858) . SZ), with net sales of 420 million yuan, 415 million yuan and 362 million yuan respectively.
China Merchants Bank Co.Ltd(600036) , Wuliangye Yibin Co.Ltd(000858) and other 46 shares obtained the capital increase of more than 100 million yuan from BEIXIANG
Statistics show that on May 20, a total of 883 stocks received northward capital, 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, 46 have an increased market value of more than 100 million yuan, the largest is China Merchants Bank Co.Ltd(600036) , the latest holding is 1.581 billion shares, an increase of 1.15% month on month, and the increased market value is 716 million yuan; The market value of increased holdings is relatively large, including Wuliangye Yibin Co.Ltd(000858) , Kweichow Moutai Co.Ltd(600519) , China stock market news and other stocks.
northbound capital running into the market is a new round of market coming
On May 20, northbound funds bought a net 14.236 billion yuan, the highest single day net inflow this year. Among them, the net purchase of Shanghai Stock connect was 10.374 billion yuan and that of Shenzhen Stock connect was 3.862 billion yuan. Looking back on the past week, northbound funds had a net outflow on Monday and Wednesday, and a net inflow on Tuesday, Thursday and Friday. A total of 15.218 billion yuan was bought in that week, reversing the net outflow in the previous two weeks. In terms of net purchase amount, last week, northbound capital increased its holdings in 64 industries, with banks taking the lead, with a net purchase amount of 4.24 billion yuan; Followed by the power industry, with a net purchase of 1.527 billion yuan. Northbound capital reduced its holdings in 36 industries, of which real estate development was the largest, with a net sales amount of 1.069 billion yuan; Followed by the consumer electronics industry, with a net sales of 490 million yuan
dragon and tiger list:
dragon and tiger list: 268 million rush to raise funds Zhongnongfa Seed Industry Group Co.Ltd(600313) foreign capital net buys 2 shares and institutions net buys 13 shares
On May 23, Zhongnongfa Seed Industry Group Co.Ltd(600313) , with a net inflow of 268 million yuan in the three days, was the largest net inflow among the dragon and tiger stocks on the list. Data show that the stock closed within the daily limit, up 29.55% in the past three days. The top Huatai Securities Co.Ltd(601688) headquarters in terms of net capital inflow bought 140 million yuan in three days. A total of 27 stocks were involved in the institutional participation list, of which 13 were net bought by the institution, Levima Advanced Materials Corporation(003022) was the most bought, with a net purchase of 179 million yuan in three days. In addition, 14 shares were net sold by institutions, and Avicopter Plc(600038) was sold the most, amounting to 148 million yuan
block trading:
on May 23, 178 block transactions occurred in 86 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 2.721 billion yuan
On May 23, 178 block transactions occurred in 86 stocks in Shanghai and Shenzhen, with a total turnover of 2.721 billion yuan. Among them, there were 88 block transactions in 40 stocks in Shanghai Stock Exchange, with a total turnover of 1.212 billion yuan; There were 90 block transactions in 46 stocks in Shenzhen, with a total turnover of 1.509 billion yuan.
The stock index closed at 314686 points, up 0.01%, with a turnover of 381179 billion yuan
hot money information:
business department's favorite individual stocks were exposed, and the net purchase exceeded 100 million yuan
According to the statistics, the business department sold 4.0 billion shares in 17 days, with a net capital of 2.7 billion shares sold in 5 months. The net purchases of more stocks were Eternal Asia Supply Chain Management Ltd(002183) , Zhongnongfa Seed Industry Group Co.Ltd(600313) , Shandong Xinhua Pharmaceutical Company Limited(000756) and so on, accounting for 3.47%, 2.99% and 1.85% of the turnover on that day. In addition, the top stocks sold by the sales department were Jiangsu Wuzhong Pharmaceutical Development Co.Ltd(600200) , Hubei Fuxing Science And Technology Co.Ltd(000926) , Heren Health Co.Ltd(300550) and so on. The net sales accounted for 17.18%, 10.35% and 27.42% of the turnover on that day
24 shares increased by important shareholders China Pacific Insurance (Group) Co.Ltd(601601) 601 shares increased by the largest amount
Statistics show that in the past five trading days (from May 16 to May 20), a total of 24 shares of listed companies have been increased by important shareholders. In terms of the increase amount, seven companies have increased their holdings by more than 10 million yuan in the past five days, and the largest increase amount is China Pacific Insurance (Group) Co.Ltd(601601) . During the period, they have increased their holdings by 641661 million shares, with a total increase amount of 1.357 billion yuan; The second is Sichuan Road & Bridge Co.Ltd(600039) , with an increase of 169313 million shares and an increase of 175 million yuan
two financial data:
two cities and two financial balances decreased by 26.06 billion yuan
As of May 20, the balance of two financial institutions in Shanghai and Shenzhen was 1523489 billion yuan, a decrease of 2.606 billion yuan compared with the previous trading day. Among them, the financing balance was 1443709 billion yuan, a decrease of 3.03 billion yuan compared with the previous trading day; The balance of securities lending was 79.78 billion yuan, an increase of 424 million yuan over the previous trading day.
13 shares financed net purchase of more than 100 million yuan Shanghai Pharmaceuticals Holding Co.Ltd(601607) net purchase of the most
Statistics show that on May 20, a total of 891 stocks were net purchased by financing, and 163 stocks with a net purchase amount of more than 10 million yuan. Among them, 13 financing net purchases exceeded 100 million yuan Shanghai Pharmaceuticals Holding Co.Ltd(601607) obtained financing, with net purchases of 279 million yuan on the same day; The top net purchase amount of financing is Tongwei Co.Ltd(600438) , Yunnan Tin Co.Ltd(000960) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Zhe Jiang Hua Hai Pharmaceuticalco.Ltd(600521) , Byd Company Limited(002594) , Jiangxi Special Electric Motor Co.Ltd(002176) , Xj Electric Co.Ltd(000400) , Anhui Jianghuai Automobile Group Corp.Ltd(600418) .
financing customers control more than one share (list attached)
Statistics show that on May 20, the financing balance of Shanghai and Shenzhen was 1443709 billion yuan, accounting for 2.25% of the circulating market value of a shares. Among the two financial target stocks, there are 60 stocks with financing balance accounting for more than 10% of the circulating market value, 783 stocks with financing balance accounting for 5% ~ 10%, 1292 stocks with financing balance accounting for 1% ~ 5% and 184 stocks with financing balance accounting for no more than 1%.
106 the financing balance of shares increased by more than 5%
Statistics show that as of May 20, the balance of two financial institutions in Shanghai stock market was 828567 billion yuan, a decrease of 1.433 billion yuan compared with the previous trading day; The balance of two financial institutions in Shenzhen was 694922 billion yuan, a decrease of 1.173 billion yuan compared with the previous trading day; The total balance of the two cities and two financial institutions was 1523489 billion yuan, a decrease of 2.606 billion yuan compared with the previous trading day. In terms of individual stocks, 890 stocks increased in financing balance, accounting for 38.40%, of which 106 stocks increased by more than 5%
fund data:
during year, new funds issued more than 10 billion, and only 8 companies some companies achieved overtaking through stock products
Since the beginning of this year, the establishment scale of new funds has decreased significantly. So far, the newly established scale of the year is about 410.6 billion yuan, a decrease of about two-thirds compared with 1.28 trillion yuan in the same period last year. In the 410.6 billion "cake", the reporter noted that it was shared by 113 companies, of which 8 fund companies each cut their share of more than 10 billion yuan, and the cumulative total share of these 8 companies accounted for more than one third of all new issues.
outperformed the old fund by nearly 14 percentage points active equity new fund with obvious excess return
According to the data, as of May 20, the average return of the 250 active equity funds newly established this year (combined shares) since their establishment has been - 1.29%, nearly 14 percentage points higher than the old funds in the same period and 16.17 percentage points higher than the CSI 300 index in the same period. Many industry insiders believe that the new fund has no stock holding drag, so it is easier to "go to battle light" in investment and build a position at the relatively low point of the stock market, which has more investment advantages than the old fund
IPO data:
a total of 132 new shares were issued in years, raising a total of 204961 billion yuan
Statistics show that, based on the issuance date, as of May 23, 132 companies have raised funds for the first time this year, with a cumulative amount of 204961 billion yuan, and a single company raised an average of 1.565 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, 44 companies with a fund-raising amount of 500 million yuan to 1 billion yuan, and 23 companies with a fund-raising amount of less than 500 million yuan.
