Insight is ahead of others, and data depends on A-shares!Oriental wealthNet summary A-share marketMain forceCapital trends, revealing the north directionCash flowTo take inventoryLonghubangImportant data such as orders and hot money information will give you insight into the opportunities of A shares in advance.
The three major A-share indexes were mixed today.Shanghai IndexClose up slightly by 0.34%, the daily K-line has four consecutive positives, and the turnover of the two cities reached 1.3 trillion yuan. The industry sectors have mixed ups and downs. The steel and chip sectors led the rise, and the wine and medical sectors led the decline. The net outflow of main funds throughout the day was 28.997 billion yuan, and the northbound funds bought 5.927 billion yuan today.
On July 22, the net outflow of main funds was 29 billion yuan
The Shanghai stock index rose 0.34% on July 22, and the main fund had a net outflow of 28.997 billion yuan throughout the day. Among them, the net outflow of the main funds of the ChiNext is 8.448 billion yuan.CSI 300The main capital outflow of constituent stocks was 6.178 billion yuan.In terms of individual stocks, there are a total of 63 stocks’ main fundsNet inflowOver 100 million yuan,Sany Heavy IndustryThe net inflow of main funds is 2.2 billion yuan, and the net inflow of funds ranks first;BYD、Silan MicroImmediately afterwards, the net inflow of funds throughout the day was 892 million yuan and 747 million yuan respectively.
The main trend: July 22, a net outflow of 14.756 billion yuan of extra-large orders
The Shanghai Composite Index closed up 0.34% today. In terms of capital, the Shanghai and Shenzhen stock exchanges had a net outflow of 14.756 billion yuan for the entire day, a total of 1242 shares, and a net outflow of 1982 shares. Among them, the net inflow of 20 shares of very large orders exceeded 200 million yuan.Sany Heavy IndustryThe net inflow of extra-large orders was 1.610 billion yuan, and the net inflow of extra-large orders ranked first.
Main funds withdrew from pharmaceutical stocks, net inflows of northward funds for 4 consecutive days
From the perspective of industry sectors, of the 28 first-level industries to which Shenwan belongs, 7 industry sectors have shown net inflows of main funds, and 21 industry sectors have shown net outflows of main funds. Among them, the medical and biological industries have the largest net outflows of main funds. The amount of outflow was 11.236 billion yuan; the main net outflow of capital from the industry sectorfood and drink, Computers, electronics, chemicals, and automobiles, the net outflows were 5.194 billion yuan, 3.494 billion yuan, 3.011 billion yuan, 1.58 billion yuan, and 1.453 billion yuan.
The leading fruit chain fell by nearly 10% in two days. Northbound funds bucked the market and bought 700 million yuan. The conference call revealed this information.
Northbound funds bought 5.926 billion yuan, which was a net purchase for 4 consecutive days. among them,Shanghai Stock ConnectNet purchase of 1.597 billion yuan,Shenzhen Stock ConnectNet purchases were 4.329 billion yuan. In terms of the top ten active stocks,Goertek、Ping An of China、Sany Heavy IndustryNet purchases of 719 million yuan, 576 million yuan, and 507 million yuan were obtained from northbound funds, respectively.Pien Tze HuangNet sales topped the list, with an amount of 576 million yuan.
15 shares received over 50% of Land Stock Connect Masukura
Statistics show that as of July 21, a total of 696 stocks have been listed by Land Stock Connect Masukura.Among them, there are 15 stock holdings that have increased by more than 50% month-on-month, and those with a larger month-on-month increaseArcherMind、Gravity Media、Move to communicationWaiting for shares.
64 Northbound funds hold more than 10% of circulating shares
Statistics show that as of July 21, 2,258 shares were held by Northbound funds, with a total holdings of 97.037 billion shares, and a total stock market value of 2.61 trillion yuan. In terms of shareholding statistics, 46 Northbound funds hold more than 10% of the total share capital, and 64 shares hold more than 10% of the outstanding shares.
Dragon and Tiger List:
Dragon and Tiger List: 2.2 billion to raise San’an Optoelectronics foreign investment net to buy 9 shares, institutions net to buy 19 shares
On July 22, among the stocks on the Dragon and Tiger list, the net inflow of funds was the largestSanan Optoelectronics, A net inflow of 2.15 billion yuan in three days. Data show that the stock’s daily daily limit closed, rising 31.57% in the past three days. Specifically,Guotai JunanShanghai Jiangsu Road bought 1.43 billion yuan on the 3rd. Institutions’ participation in the Dragon and Tiger List involves a total of 38 shares, of which 19 shares were bought by institutions.Star SemiconductorIt was bought the most, and the institution bought 536 million yuan in three days. The other 19 shares were net sold by institutions,Pien Tze HuangThe most sold was 170 million yuan.
A-share dragon and tiger list reveals the 15 most favored stocks by institutions
Statistics show that on July 22, the institutional seats in the Dragon and Tiger List bought a net 335 million yuan, of which 15 were net-buy stocks and 17 were net-sold stocks.The net purchases of multiple stocks areBaoan, China、Tibet Mining、Jiugo Hi-TechAnd so on, the net purchase amount accounted for 8.54%, 4.33%, and 6.50% of the day’s turnover.In addition, the top stocks sold by institutions werePien Tze Huang、Zhongtian Technology、PolyfluorideAnd so on, the net sales amount accounted for 2.71%, 99.15%, 0.85% of the day’s turnover.
Hot money information:
The business department’s most popular stocks exposed 2 stocks with net purchases of over 100 million yuan
Statistics show that on July 22, the business department of the Dragon and Tiger List sold a net 366 million yuan of funds, of which 18 stocks were net-buyed and 26 stocks were net-sold.The net purchases of multiple stocks areNanda Optoelectronics、Zhonglai shares、Fulin SeikoThe net purchase amount accounted for 8.28%, 6.28%, and 3.56% of the day’s turnover.In addition, the top stocks sold by the business department wereBaoan, China、Tibet Mining、Jiugo Hi-TechThe net sales amount accounted for 12.52%, 4.39%, and 7.03% of the day’s turnover.
On July 22, Shanghai and Shenzhen stocks had 176 block trades in 86 stocks with a total turnover of 2.952 billion yuan
On July 22, there were 176 block trades in 86 stocks in Shanghai and Shenzhen, with a total turnover of 2.952 billion yuan. Among them, 47 stocks on the Shanghai Stock Exchange had a total of 109 block trades with a total turnover of 1.955 billion yuan; 39 stocks on the Shenzhen Stock Exchange had a total of 67 block trades with a total turnover of 997 million yuan. The Shanghai Composite Index closed at 3574.73 points on that day, up 0.34%, with a turnover of 566.769 billion yuan.
Two financial data:
The balance of the two cities and the financing increased by 10.015 billion yuan
As of July 21, the balance of the Shanghai and Shenzhen stock exchanges was 1,817.717 billion yuan, an increase of 10.015 billion yuan from the previous trading day. Among them, the financing balance was 1,659.031 billion yuan, an increase of 8.33 billion yuan over the previous trading day; the securities lending balance was 157.686 billion yuan, an increase of 1.685 billion yuan over the previous trading day.
San’an Optoelectronics and other 30 shares received financing and net purchases of over 100 million yuan
Statistics show that on July 21, a total of 1034 stocks received financing net purchases, and 304 stocks had net purchases of more than 10 million yuan. Among them, 30 financing net purchases exceeded 100 million yuan.Sanan OptoelectronicsThe net purchase amount of financing was the first, with a net purchase of 802 million yuan on the day; followed byBaotou Steel, The net purchase of financing was 439 million yuan.
The financing balance of 7 Sci-tech Innovation Board stocks including Yirui Technology increased by more than 10%
Statistics show that on July 21, there were a total of 146 sci-tech innovation board stock financing balances increased month-on-month. Among them, the balance of financing of 7 shares increased by more than 10%.The large increase in financing balance isYirui Technology、Espressif Technology、Ryoden Electric ControlWaiting for shares.
Make a huge profit of 870 billion! The fund is on fire again. E Fund, China Huitian Fu and other top 50 are here!
Although the A-share market was volatile in the first half of the year, investment opportunities in sub-sectors such as new energy, photovoltaics, and semiconductors emerged in endlessly. More than 50 active equity funds earned more than 30% in the first half of the year. Driven by the “money-making effect”, equity funds are still The main force of “acceptance of gold”, the total scale of equity funds including open-end stocks and hybrid funds increased by 1.28 trillion yuan, accounting for 43.62% of the overall industry growth.
Who is the “profit king” of public funds in the second quarter? Cai Songsong Nuoan grows a profit of 9.8 billion yuan!
According to data from Tianxiang Investment Consulting, as of the end of June, Cai Songsong managed Nuoan Growth in the second quarter with a profit of nearly 10 billion yuan, becoming the most profitable fund, even surpassing the E Fund Blue Chip Selection managed by Zhang Kun and the agricultural fund managed by Zhao Yu. Silver New Energy theme, managed by Liu YanchunInvescoStar products such as Great Wall Emerging Growth.
A-share capital daily report series:
July 21 A-share fund daily report: Northbound funds once again bought A shares over 3 billion yuan in net purchases of this stock for 5 consecutive days
(Article Source:Oriental wealthResearch center)