Insights come before people, and data looks at A shares!Eastern FortuneNetwork summary A-share marketmain forceCapital trends, reveal the NorthboundCash flowto, inventoryDragon Tiger ListImportant data such as singles, hot money information, etc., allow you to gain insight into A-share opportunities in advance.
Main capital:
The strong stocks tracked the main funds, and the net inflow of 49 stocks for 5 consecutive days
Statistics show that as of the close of April 8, a total of 49 stocks in Shanghai and Shenzhen stock exchanges have been the main capital for 5 consecutive days or more.net inflow。Yealink Networks13 consecutive days of net inflow of main funds, ranking first;LianlongNet inflow of main funds for 11 consecutive days, ranking second. Judging from the total scale of net inflow of major funds,Ping An BankThe main capital has the largest net inflow, with a cumulative net inflow of 1.721 billion yuan for 6 consecutive days.ICBCFollowed by, the cumulative net inflow of 647 million yuan in 5 days. Judging from the ratio of the main capital net inflow to the turnover,Sanhui ElectricThe proportion ranked first, and the stock rose 5.86% in the past 5 days.
This week, the net outflow of main funds was 68.489 billion yuan, and the scale of net outflow of medicine and biology ranked first
In terms of capital, the total net outflow of main capital this week was 68.489 billion yuan, and the capital on each trading day was in a state of net outflow. Among them, the net outflow of the main funds of the ChiNext was 21.738 billion yuan; the net outflow of the main funds of the Science and Technology Innovation Board was 2.497 billion yuan;CSI 300The net outflow of the main funds of the constituent stocks was 9.280 billion yuan. There were 26 industries with net outflow of main funds. The pharmaceutical and biological industry ranked first in the scale of net outflow of main funds, down 3.33% for the week, with a net outflow of 17.550 billion yuan, followed by the power equipment industry, with a weekly decline of 4.68%.
The main capital added to the building decoration, real estate and other industries, and the dragon and tiger list institutions rushed to raise 13 shares
Statistics show that the main capital of Shanghai and Shenzhen stock markets has a net outflow of 17.301 billion yuan today. From the perspective of industry sectors, 8 of the 28 first-level industries to which Shenwan belongs have net inflows of main funds today. Among them, the construction and decoration industry sector has the largest net inflow of main funds, with a net inflow of 2.838 billion yuan; industry sectors The main net inflows of funds include real estate and non-bank finance, with net inflows of 1.994 billion yuan and 652 million yuan respectively.
Northbound funds:
Northbound funds sold a net 6.556 billion this week, Kweichow Moutai bucked the trend and got a net purchase of over 600 million
The net sales of northbound funds were 626 million yuan today, and the cumulative net sales this week were 6.556 billion yuan. The Shanghai and Shenzhen Stock Connect continued to differentiate, among which the net purchase of Shanghai Stock Connect was 1.064 billion yuan, and the net sales of Shenzhen Stock Connect was 1.690 billion yuan. In terms of ten active stocks,Hengrui Medicine、Ganfeng Lithium Industry、BYDNet sales were 589 million yuan, 466 million yuan, and 321 million yuan respectively;Kweichow MoutaiContrary to the trend, a net purchase of 626 million yuan was obtained.
Ningde era, etc. 21Shares received northbound capital increased by over 100 million yuan
On April 7, a total of 599 stocks received northbound funds, and the number of shares held by northbound funds increased from the previous trading day.Calculated on the basis of the number of shares held and the closing price of the day. Among the stocks with increased holdings, 21 have increased market value of more than 100 million yuan, and the most increased market value isNingde erathe latest shareholding is 180 million shares, an increase of 0.45% month-on-month, and the increased market value is 403 million yuan;Vanke A、Ping An Bank、Kweichow MoutaiEquivalent.
64Only stocks northbound funds hold more than 10% of tradable shares
Statistics show that as of April 7, 2,319 stocks were held by northbound funds, with a total shareholding of 104.750 billion shares and a total stock market value of 2.23 trillion yuan. According to the statistics of the shareholding ratio, 41 stocks with northbound funds hold more than 10% of the total share capital, and 64 stocks hold more than 10% of the outstanding shares.
Northbound capital Masukura list: 22Shareholding increased by more than 30% month-on-month
Statistics show that as of April 7, according toHKExAccording to the published stockholding record of Lu-Share Connect, Lu-Share Connect holds a total of 2,319 stocks, with a total shareholding of 104.750 billion shares. Compared with the previous trading day, the total shareholding decreased by 174 million shares.Judging from the magnitude of Masukura, there are 22 stocks with a month-on-month increase of more than 30%, and the one with the largest month-on-month increase isQilu BankLugutong recently held 5.4899 million shares, and the shareholding increased by 157.93% month-on-month. Yesterday, the stock fell by 2.70%, the turnover rate throughout the day was 57.99%, and the net outflow of main funds was 162 million yuan; followed byRuikang Pharmaceutical、Hefei Urban ConstructionLu-Share Connect’s latest shareholdings were 15.1306 million shares and 9.1391 million shares respectively, with a month-on-month increase of 127.53% and 120.02%, ranking second and third on the Masukura list.
29Only science and technology board stocks received northbound funds to lighten their positions
Statistics show that 43 STAR Market stocks are held by Shanghai Stock Connect. As of April 7, the total shareholding amounted to 383 million shares, an increase of 662,500 shares from the previous trading day, with a total stock market value of 26.115 billion yuan.The STAR Market stocks with the most shares held in Shanghai Stock Connect areCRSCthe latest holding 81.4112 million shares,Trina Solar、China Micro CorporationImmediately after that, Shanghai Stock Connect held 36.0838 million shares and 26.0536 million shares respectively.China Micro Corporation、Rongbai Technology、Kingsoft Officeetc., the market value of the holdings is 2.978 billion yuan, 2.784 billion yuan, and 2.203 billion yuan respectively.
22Shares gained more than 30% of mainland stocks Qilu Bank recorded the largest increase
Statistics show that as of April 7, a total of 599 stocks have been boosted by mainland stocks.Among them, there are 22 stocks with a month-on-month increase of more than 30%, and the one with the largest month-on-month increase isQilu BankLugutong recently held 5.4899 million shares, and the shareholding increased by 157.93% compared with the previous trading day;Ruikang Pharmaceutical、Hefei Urban Construction、Jiangsu Thorpe、Yirui Bio、TEDA sharesEquivalent.
Dragon Tiger List:
Dragon Tiger List: 128 million rush to raise Wuyi, China, foreign investors buy 4 shares, institutions buy 19 shares
On April 8, among the stocks on the Dragon Tiger List, the largest net inflow of funds wasWuyi, China, for 128 million yuan. Data shows that the stock closed at the daily limit, and the turnover rate throughout the day was 17.23%. Starting from the daily limit on March 30,Wuyi, ChinaIt recorded 6 consecutive boards, with a cumulative increase of 77.02%.Guosheng, the top net inflow of fundssecuritiesNingbo Sangtian Road bought a net purchase of 67.6935 million yuan. Institutions participated in a total of 28 stocks in the Dragon Tiger List, of which 19 were net bought by institutions.Hubei Radio and TelevisionThe most bought was 92.9414 million yuan.
big deal：
On April 8 in Shanghai and Shenzhen, 95 block transactions occurred in 57 stocks, with a total turnover of 1.987 billion yuan
On April 8, 95 block transactions occurred in 57 stocks in Shanghai and Shenzhen stock exchanges, with a total turnover of 1.987 billion yuan. Among them, there were 52 block transactions of 26 stocks in the Shanghai stock market, with a total turnover of 963 million yuan; 30 stocks in the Shenzhen stock market had a total of 42 block transactions, with a total turnover of 1.02 billion yuan.Shanghai IndexIt closed at 3251.85 points on that day, up 0.47%, with a turnover of 414.037 billion yuan.
Hot money information:
The most popular stocks of the business department exposed 3 shares with a net purchase of over 100 million yuan
Statistics show that on April 8, the business department in the Dragon Tiger List sold a net 543 million yuan of funds, of which 21 stocks were net bought and 22 stocks were net sold.Net purchases of more stocks areWuyi, China、Hualan Group、Minamiyamaetc., the net purchase amount accounted for 8.45%, 25.76% and 5.25% of the daily turnover.In addition, the top stocks sold by the sales department wereJiu’an Medical、Newtiger、Nanguo Real Estateetc., the net selling amount accounted for 20.55%, 10.66% and 2.05% of the daily turnover.
shareholderIncrease or decrease holdings:
The social security fund newly entered 45 in the fourth quarter of last yearshare Overweight 39share
Statistics show that as of April 8, social security at the end of the fourth quarter of 2021fundA total of 170 stocks appeared in the top tentradable shareholderslist. Among them, 45 were newly entered and 39 were increased. Among the heavyweight stocks of social security funds, judging from the number of social security funds in the list of the top ten tradable shareholders,Hualu Hengsheng、Yankuang EnergyIn 2 stocks, 4 social security funds appeared in a concentrated manner.From the perspective of shareholding ratio, the social security fund holds the largest proportion ofGuanghetongthe shareholding ratio accounted for 8.76% of the outstanding shares; the top shareholding ratios areNew Asia Strong、Jeput、100 grams of biologicalWait.
Pension funds increased their holdings by 15 in the fourth quarter of last yearonly individual stocks Mainstream track leading stocks receive key attention
With the intensive disclosure of the 2021 annual report, the position of pension funds in the fourth quarter of last year gradually surfaced. Data shows that as of April 7, among the listed companies that have disclosed their 2021 annual reports, pension fund accounts have appeared as the top ten tradable shareholders of 32 companies. Among them, 11 new stocks were added and 4 stocks were added. According to Shenwan’s industry classification, at the end of last year, pension fund accounts were distributed in 18 industries, of which electronics, public utilities, and chemical industries accounted for a relatively high proportion.
Two financial data:
The balance of the two cities and the two financing decreased by 49.24billion
As of April 7, the balance of financing between the Shanghai and Shenzhen stock markets was 1,662.036 billion yuan, a decrease of 4.924 billion yuan from the previous trading day. Among them, the balance of financing was 1,572.402 billion yuan, a decrease of 3.904 billion yuan from the previous trading day; the balance of securities lending was 89.634 billion yuan, a decrease of 1.02 billion yuan from the previous trading day.
13Shares received financing net purchase of more than 5,000million Valin Steel has the most net purchases
Statistics show that on April 7, a total of 1,107 stocks received net purchases from financing, and 160 of them had net purchases of more than 10 million yuan. Among them, 13 financing net purchases exceeded 50 million yuan.Valin SteelThe net purchase amount of financing ranked first, with a net purchase of 134 million yuan on the day; the top net purchase amount of financing alsoEastern Fortune、Bayi Steel、golden seed wine、Jiakai City、Shanxi Coking、Muyuan shares、Sany Heavy Industry、CDFGEquivalent.
Huitai Medical, etc.5The financing balance of only STAR Market stocks increased by more than 5%
On April 7, a total of 190 individual stocks on the Sci-Tech Innovation Board increased their financing balance month-on-month. Among them, 5 shares of financing balance increased by more than 5%.The largest increase in financing balance wasHuitai Medicalthe latest financing balance is 85.7225 million yuan, an increase of 17.07% month-on-month; the larger increase in financing balance isZhongfu Condor、Juchen shares、Wanyi TechnologyEquivalent.
Fund data:
Inventory of the most favored star funds by institutions! Should individual investors chase it?
According to the statistics provided by the Tianxiang Investment Advisor Fund Evaluation Center, the 2021 annual report data shows that,Institutional positionsThere are a total of 700 funds in the market with shares accounting for no less than 80% (only the main share funds are counted and funds whose products were established later than January 1, 2021 are excluded).
Collect products by quantityfund companyUnder the name, the top ten are:E Fund Fund(30 pieces),Penghua Fund(28), China Life Security Fund (24),China Asset Management(20 pieces),GF Fund(19),Cathay Fund(18),Bosera Fund(17),BOC Fund(17), Ping An Fund (16),ICBC Credit Suisse Fund(16 only).
68There is only a liquidation risk ETFBecome a “abandoned child” of a small and medium-sized fund company?Institutions take a different approach
ever determined toETFSmall and medium-sized fund companies are now experiencing “troubling things”. In the eyes of many managers, after the explosive expansion in 2020, ETFs have become a red sea, and the small and medium-sized fund companies that entered the market later lack competitiveness, and managing ETF products has become a thankless task. In this context, some fund companies will liquidate mini-ETF products and look for new outlets.
Data shows that among the 547 existing A-share ETFs, 201 have a scale of less than 200 million yuan, and 68 of them have a scale of less than 50 million yuan and are facing a liquidation crisis. Since 2021, 19 equity ETFs have declared liquidation.
(Article Source:Eastern FortuneResearch center)