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:
Decryption of the main capital fleeing stocks has a net outflow of 331 shares for 5 consecutive days
Statistics show that as of the close on February 21, a total of 331 stocks in Shanghai and Shenzhen stock markets had net outflows of major funds for 5 consecutive days or more. From the perspective of net outflow duration,AdisseoNet outflow of main funds for 34 consecutive days, ranking first;Vision SharesThe net outflow of main funds for 26 consecutive days ranked second. Judging from the total scale of net outflow of major funds,Three Gorges EnergyThe net outflow of main funds was the largest, with a cumulative net outflow of 1.182 billion yuan for 8 consecutive days.GF SecuritiesIt was followed by a cumulative net outflow of 857 million yuan in 6 days.
The strong stocks tracked the main capital and the net inflow of 57 stocks for 5 consecutive days
Statistics show that as of the close on February 21, a total of 57 stocks in Shanghai and Shenzhen stock exchanges have been the main funds for 5 consecutive days or more.net inflow。Liqun SharesNet inflow of main funds for 23 consecutive days, ranking first;Yulong sharesNet inflow of main funds for 14 consecutive days, ranking second. Judging from the total scale of net inflow of major funds,golden seed wineThe net inflow of main funds was the largest, with a cumulative net inflow of 1.143 billion yuan for 6 consecutive days.Tianhua ultra cleanIt was followed by a cumulative net inflow of 793 million yuan in 11 days.
40 shares were the main force to add more than 100 million yuan of northbound funds to withdraw from Kweichow Moutai, Wuliangye, etc.
Statistics show that the net outflow of the main funds in Shanghai and Shenzhen stock markets was 11.186 billion yuan today. In terms of individual stocks, 1,802 individual stocks received a net inflow of main funds today, of which 40 stocks received a net inflow of more than 100 million yuan.Yahua GroupThe net inflow of main funds is the largest, with a net inflow of 536 million yuan; the stocks with the largest net inflow of main funds are alsogolden seed wine、China Mining Resources、Zhengtong Electronics、Tianqi Lithium Industry、Aleighthe net inflows were 435 million yuan, 375 million yuan, 286 million yuan, 245 million yuan, and 221 million yuan.
On February 21, the net inflow of main funds in the Shanghai and Shenzhen stock markets was 17.263 billion yuan to increase positions in computers, pharmaceuticals, biology, and media.
Statistics show that on February 21, the net inflow of main funds in Shanghai and Shenzhen stock markets was 17.263 billion yuan. From an industry perspective, computers, pharmaceuticals and biology, and media have the highest net purchase amounts of major funds, 5.593 billion yuan, 2.883 billion yuan, and 2.285 billion yuan respectively.non-ferrous metals、BankTransportation was topped by the net sales of major funds, which were 1.081 billion yuan, 903 million yuan, and 272 million yuan respectively.
Northbound funds:
Northbound funds sold more than 3.5 billion yuan throughout the day, and Ningde era sold these liquor stocks (list)
Northbound funds ended the net buying trend of the previous two trading days and resumed net selling again.Northbound funds sold a net 3.522 billion yuan throughout the day, of whichShanghai Stock ConnectNet sales of 2.921 billion yuan,Shenzhen Stock ConnectNet sales of 601 million yuan. In terms of the top ten active stocks,Kweichow Moutai、Wuliangye、AleighNet sales were 696 million yuan, 430 million yuan, and 424 million yuan respectively.Ningde eraNet purchases topped the list with an amount of 551 million yuan.
List of stocks that have significantly increased their positions by northbound funds
Statistics show that on February 18, a total of 930 stock holdings increased from the previous trading day. Based on the number of shares held and the closing price of the day, the number of shares increased, and among the stocks with a market value of more than 50 million yuan. There are 48, and the largest increase in market value isNingde erathe latest shareholding is 191 million shares, an increase of 0.35% from the previous month, and the market value of the increase is 355 million yuan, followed byPing An、Wuliangyeand the increased market value was 277 million yuan and 260 million yuan respectively.
List of Northbound Funds Significantly Reduced Shareholdings
Statistics show that on February 18, a total of 619 shares held a decrease from the previous trading day. The number of shares to be reduced and the closing price of the day were used as the benchmarks. Among the shares to be reduced, there were those whose market value exceeded 10 million yuan. 182, of which 40 have a market value of more than 50 million yuan, and the most reduced market value isHopson Silicon Industrythe latest shareholding is 10.6549 million shares, a decrease of 26.21% from the previous month, and the market value of the reduction is 420 million yuan, followed byMindray Medical、Tongwei sharesthe market value of the reduction was 227 million yuan and 219 million yuan respectively.
Ningde Times, Wuliangye and other 16 stocks received northbound funds to increase their holdings by more than 100 million yuan
Statistics show that on February 18, a total of 930 stocks received northbound funds, which 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 that have increased their positions, 16 have increased their market value by more than 100 million yuan, and the most increased market value isNingde erathe latest shareholding is 191 million shares, an increase of 0.35% from the previous month, and the market value of the increased holdings is 355 million yuan;Ping An、Wuliangye、Eastern FortuneEquivalent.
29 shares have gained more than 30% of the stock market through the mainland market
Statistics show that as of February 18, a total of 930 stocks have been boosted by mainland stocks.Among them, there are 29 stocks with a month-on-month increase of more than 30%, and the largest month-on-month increase isSequential developmentLugutong recently held 406,300 shares, and the shareholding increased by 197.86% month-on-month compared with the previous trading day;Shaanxi Construction Engineering、Shaanxi black cat、Rotary pole information、Youfa Group、PhilipsEquivalent.
Dragon Tiger List:
Dragon Tiger List: 199 million rush to raise Zhejiang Yongqiang foreign capital to buy 2 shares net institutions to buy 7 shares
On February 21, among the stocks listed on the Dragon Tiger List, the net inflow of funds was the largest.Zhejiang Yongqiang, the net inflow of 199 million yuan in three days. The data showed that the stock closed at the daily limit and rose 33.04% in the past three days. Huaxin Shanghai Branch, the top net inflow of funds, bought a net purchase of 21.594 million yuan on the third day. Institutions participated in a total of 22 stocks in the Dragon Tiger List, of which 7 were net bought by institutions.China Mining ResourcesIt was bought the most, with a net purchase of 60.9203 million yuan in three days. Another 15 shares were net sold by institutions,Sanqi Mutual EntertainmentThe most sold was 160 million yuan.
big deal：
On February 21, 119 block transactions of 76 stocks in Shanghai and Shenzhen stock exchanges totaled 1.955 billion yuan
On February 21, 119 block transactions occurred in 76 stocks in Shanghai and Shenzhen stock exchanges, with a total turnover of 1.955 billion yuan. Among them, there were 46 block transactions of 28 stocks in the Shanghai stock market, with a total turnover of 607 million yuan; 44 stocks in the Shenzhen stock market had a total of 69 block transactions, with a total turnover of 1.338 billion yuan.Shanghai IndexIt closed at 3490.61 points on that day, down 0.00%, with a turnover of 345.399 billion yuan.
Hot money information:
The most popular stocks in the business department exposed 4 shares with a net purchase of over 50 million
Statistics show that on February 21, the business department in the Dragon Tiger List sold a net 310 million yuan of funds, of which 19 stocks were net bought and 13 stocks were net sold.Net purchases of more stocks areXunyou Technology、First Spirit Information、Long Shen Rong Faetc., the net purchase amount accounted for 15.25%, 7.19% and 8.20% of the daily turnover.In addition, the top stocks sold by the sales department wereJiu’an Medical、Zhengping shares、Shenzhen City Jiaotongetc., the net selling amount accounted for 6.49%, 13.60% and 10.84% of the daily turnover.
shareholderIncrease or decrease holdings:
Important shareholders of 14 companies started the holding mode and accumulated a cumulative increase of 1.048 billion yuan (with shares)
Statistics show that in the past 5 trading days (February 14th to February 18th), a total of 14 companies’ shares have won important shares.Shareholders increase their holdings, the cumulative number of holdings has reached 100 million shares, and the total amount of holdings has reached 1.048 billion yuan. During the same period, a total of 89 important shareholders of the company were involved in the reduction of their holdings, with a total reduction of 8.987 billion yuan.
Judging from the amount of increased holdings, there are 5 companies that have increased their holdings in the past 5 days with an amount of more than 50 million yuan, and the largest amount of increased holdings isSunwandaduring the period accumulatively increased holdings of 11.63 million shares, with a total amount of 384 million yuan; followed byHaitian Flavor Industrythe increased holdings were 1.9045 million shares, and the increased holdings amounted to 164 million yuan;Sotong DevelopmentIn the past 5 days, shareholders have increased their holdings by 146 million yuan, ranking third in the amount of increased holdings.
Two financial data:
The balance of the two cities and the two financing decreased by 4.495 billion yuan
As of February 18, the balance of financing between the Shanghai and Shenzhen stock markets was 1,716.787 billion yuan, a decrease of 4.495 billion yuan from the previous trading day. Among them, the balance of financing was 1,619.88 billion yuan, a decrease of 3.768 billion yuan from the previous trading day; the balance of securities lending was 96.907 billion yuan, a decrease of 727 million yuan from the previous trading day.
Financiers are optimistic about buying 2 shares, accounting for over 30% of the transaction
Statistics show that a total of 1,875 stocks were purchased by financing funds on February 18, of which the stocks with the largest purchase amount wereNorthern Rare Earththe purchase amount is 709 million yuan;Tianqi Lithium IndustryThe purchase amount is 594 million yuan;Ganfeng Lithium IndustryThe purchase amount was 585 million yuan. Judging from the ratio of financing purchases to the turnover of individual stocks on the day, the purchases of 2 individual stocks accounted for more than 30% of the turnover.
Financing customers control over 10% of individual stocks (list attached)
Statistics show that the balance of financing in Shanghai and Shenzhen on February 18 was 1,619.88 billion yuan, accounting for 2.28% of the circulating market value of A shares. Among the target stocks of the two financings, a total of 68 stocks have financing balances that account for more than 10% of the circulating market value, 774 stocks have financing balances between 5% and 10%, and 1,232 stocks account for 1% to 5%. There are 195 animals that account for no more than 1%.
The financing balance of 15 science and technology innovation board stocks including Weide Information increased by more than 5%
Statistics show that on February 18, a total of 177 individual stocks on the Science and Technology Innovation Board increased their financing balances month-on-month. Among them, the balance of financing of 15 shares increased by more than 5%.The largest increase in financing balance wasWeide Informationthe latest financing balance is 29.6359 million yuan, an increase of 24.88% month-on-month; the larger increase in financing balance isThe vast number of special materials、Gekewei、High Speed Rail Electric、Crystal Morning Shares、East Micro SemiconductorEquivalent.
funddata:
2,189 “Fixed Income+” funds performed sluggishly, and only 382 had positive returns during the year
As of February 18, there were 2,189 “fixed income +” products in the market, and only 382 had positive returns since the beginning of the year, accounting for only 17.45%, and the first and lastperformancesevere differentiation.Among them, 56convertible bondsOnly one product in this category has achieved positive returns, almost all of which have been lost.
80% of the positive-yielding dividend index funds become a “safe haven” for funds
Statistics show that as of February 18, the average return of 34 dividend index funds this year was 2.27%. Among them, 28 recorded positive returns, accounting for over 80%, and 10 earned over 4%.Specifically, Caitong CSI Hong Kong Dividend A has a return of 9.95% this year, and Huatai Pineapple dividends have low volatilityETFThe yield is 6.60%. In addition, the dividend index funds such as Chuangjin Hexin Dividend Low Volatility A, Western Profit State-owned Enterprise Dividend Index Enhancement A, and Shanghai Investment Morgan Hong Kong Stock Low Volatility Dividend A all exceeded 5%.
New crotchdata:
Since the beginning of this year, 40 new shares have been issued and raised a total of 64.346 billion yuan
Statistics show that based on the issuance date, as of February 21, a total of 40 companies have raised funds for the first time since the beginning of this year, and the cumulative amount of funds raised has reached 64.346 billion yuan. The average amount of funds raised by a single company is 1.650 billion yuan. From the perspective of divisions, 20 companies have raised funds exceeding 1 billion yuan, of which 1 company has raised funds exceeding 10 billion yuan, 12 companies have raised funds between 500 million yuan and 1 billion yuan, and the funds raised are between 5 and 5 billion yuan. There are 7 companies with less than 100 million yuan.
(Article Source:Eastern FortuneResearch center)