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 capital and the net inflow of 52 stocks for 5 consecutive days
Statistics show that as of the close of February 15, a total of 52 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 19 consecutive days, ranking first;AndreiFor 10 consecutive days, the net inflow of main funds ranked second. Judging from the total scale of net inflow of major funds,Ganfeng Lithium IndustryThe main capital has the largest net inflow, with a cumulative net inflow of 1.150 billion yuan for 5 consecutive days.Tianhua ultra cleanIt was followed by a cumulative net inflow of 593 million yuan in 7 days.
Decryption of the main capital fleeing stocks has a net outflow of 417 shares for 5 consecutive days
Statistics show that as of the close on February 15, a total of 417 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 30 consecutive days, ranking first;Vision SharesFor 22 consecutive days, the net outflow of main funds ranked second. Judging from the total scale of net outflow of major funds,Daan GeneThe net outflow of main funds was the largest, with a cumulative net outflow of 1.302 billion yuan for 17 consecutive days.Tom CatIt was followed by a cumulative net outflow of 942 million yuan in 14 days.
The main funds have increased their positions in the pharmaceutical, biological, electrical equipment and other industries, and the northbound funds have been net outflow for 2 consecutive days
From the perspective of industry sectors, 8 of the 28 first-level industries to which Shenwan belongs have a net inflow of main funds today. Among them, the pharmaceutical and biological industry sector has the largest net inflow of main funds, and the main funds of 20 industry sectors have a net outflow. in,BankThe industry sector had the largest net outflow of major funds, with a net outflow of 1.936 billion yuan; the top major net outflows of the industry sector included chemicals, non-bank finance, computers, leisure services, and media.
Northbound funds:
The net outflow of northbound funds is 3.544 billion yuan today, and the net purchase of Sungrow is 307 million yuan.
On February 15, the net transaction volume of northbound funds on that day was -3.544 billion yuan. in,Shanghai Stock ConnectThe net purchase value of the transaction on the day was -1.092 billion yuan;Shenzhen Stock ConnectThe net purchase value of the transaction on the day was -2.453 billion yuan.published by the exchangeShanghai-Shenzhen-Hong Kong Stock ConnectThe top ten trading stocks show that todayNorthbound FundsSubstantial Net BuyingBYD341 million yuan, net buyingWuXi AppTec109 million yuan, net buyingSungrow307 million yuan, with substantial net sales at the same timeWuliangye396 million yuan.
44 favored northbound funds increased their holdings by more than 50 million yuan
Statistics show that on February 14, a total of 710 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 held increased, and among the stocks with a market value of more than 50 million yuan. There are 44, and the largest increase in market value isCITIC Securitiesthe latest shareholding is 636 million shares, an increase of 14.82% month-on-month, and the increased market value is 2.036 billion yuan, followed byCDFG、LONGiand the increased market value was 585 million yuan and 333 million yuan respectively.
70 stocks with northbound funds holding more than 10% of tradable shares
Statistics show that as of February 14, 2,319 stocks were held by northbound funds, with a total shareholding of 105.749 billion shares and a total stock market value of 2.49 trillion yuan. According to the statistics of shareholding ratio, 43 stocks with northbound funds hold more than 10% of the total share capital, and 70 stocks hold more than 10% of the tradable shares.
14 stocks including CITIC Securities and China CDFG received over 100 million yuan in northbound capital
Statistics show that on February 14, a total of 710 stocks received northbound capital holdings 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, 14 have increased market value of more than 100 million yuan, and the most increased market value isCITIC Securitiesthe latest shareholding is 636 million shares, an increase of 14.82% from the previous month, and the market value of the increased holdings is 2.036 billion yuan;CDFG、LONGi、Ningde eraEquivalent.
13 shares have gained more than 50% of the increase in the mainland stock market, Baiya shares have the largest increase
Statistics show that as of February 14, a total of 710 stocks have been boosted by mainland stocks.Among them, there are 13 stocks with a month-on-month increase of more than 50%, and the one with the largest month-on-month increase isBaiya sharesLugutong recently held 370,800 shares, and the shareholding increased by 118.09% compared with the previous trading day;Zhonghong Medical、Olympian Technology、Gravity Media、Hailian Jinhui、gourd babyEquivalent.
Dragon Tiger List:
Dragon Tiger List: 87 million rush to raise Chengda Pharmaceutical Institution to buy 7 shares
On February 15, among the stocks on the Dragon Tiger List, the largest net inflow of funds wasChengda Pharmaceutical, the net inflow of 87.1173 million yuan in three days. The data shows that the stock has a daily limit of 20CM within the day, and has risen by 35.21% in the past three days. The top net inflow of funds, CITIC Shanghai Liyang Road, bought a net 79.4133 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.Shengong sharesWas bought the most, for 94.8682 million yuan. Another 15 shares were net sold by institutions,Porton sharesThe most sold was 223 million yuan.
Large transactions：
On February 15, 102 block trades of 71 stocks in Shanghai and Shenzhen stock markets totaled 1.56 billion yuan
On February 15, 102 block transactions occurred in 71 stocks in Shanghai and Shenzhen stock markets, with a total turnover of 1.56 billion yuan. Among them, there were 56 block transactions of 36 stocks in the Shanghai stock market, with a total turnover of 468 million yuan; 31 stocks in the Shenzhen stock market had a total of 40 block transactions, with a total turnover of 994 million yuan.Shanghai IndexIt closed at 3446.09 points on that day, up 0.50%, with a turnover of 341.639 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 15, the business department in the Dragon Tiger List sold a net 477 million yuan of funds, of which 18 stocks were net bought and 26 stocks were net sold.Net purchases of more stocks areYiling Pharmaceutical、Guisheng shares、Kangzhi Pharmaceuticaletc., the net purchase amount accounted for 14.61%, 10.05% and 8.94% of the daily turnover.In addition, the top stocks sold by the sales department wereZhejiang Construction Investment、Yunding Technology、Yuanlong Yatuetc., the net selling amount accounted for 15.17%, 19.08% and 9.58% of the daily turnover.
shareholderIncrease or decrease holdings:
Zhongchen Co., Ltd.: Tianjin New Vision reduced its holdings of 4.585 million company shares
Zhongchen Co., Ltd.February 15 at noonannouncementTianjin New Vision, a shareholder holding more than 5% of the shares, will reduce its holdings of the company’s shares by a total of 4,585,000 shares through block transactions from February 11, 2022 to February 14, 2022, accounting for 1% of the company’s total share capital.
Two financial data:
The balance of the two cities and the two financing increased by 1.842 billion yuan
As of February 14, the balance of financing between the Shanghai and Shenzhen stock markets was 1,715.895 billion yuan, an increase of 1.842 billion yuan from the previous trading day. Among them, the balance of financing was 1,620.967 billion yuan, an increase of 3.017 billion yuan from the previous trading day; the balance of securities lending was 94.928 billion yuan, a decrease of 1.175 billion yuan from the previous trading day.
20 stocks received financing and net purchases exceeded 100 million yuan, and China Construction received the most net purchases
Statistics show that on February 14, a total of 1,088 stocks received net purchases from financing, and 226 of them had net purchases of more than 10 million yuan. Among them, 20 financing net purchases exceeded 100 million yuan.Chinese architectureThe net purchase amount of financing ranked first, with a net purchase of 287 million yuan on the day;Valin Steel、Shanxi Fenjiu、Ping An、Air China West、China Petroleum、Industrial Bank、Vanke A、GF SecuritiesThe net purchase of such stocks was over 100 million yuan.
The financing balance of 7 science and technology board stocks including Dizhe Medicine increased by more than 5%
Statistics show that on February 14, a total of 174 individual stocks on the Science and Technology Innovation Board had a month-on-month increase in their financing balances. Among them, the balance of financing of 7 shares increased by more than 5%.The largest increase in financing balance is Dizhe Medicine. The latest financing balance is 47.5084 million yuan, an increase of 14.21% month-on-month; the larger increase in financing balance is alsoYahuilong、Radical、Honghua Digital、Wealth trends、OukeyiEquivalent.
Over 90% of the industry has been lightened up, which is the most favorite stock of financiers?
Financiers’ net sales in January were 91.8 billion yuan, and since February, they have increased their positions by a small amount of 680 million yuan, and the pace of lightening has slowed down. As of February 14, the financing balance of Shanghai and Shenzhen stock markets was 1.62 trillion yuan. In terms of different industries, the top three in terms of financing balance are still pharmaceutical and biological, non-banking finance, and electronics industries.Compared with the end of 2021, more than 90% of the industries have experienced financing customers to lighten their positions, of whichnon-ferrous metalsThe net sales of financing in the three major industries, such as , electronics, and basic chemicals, exceeded 7 billion yuan. These three industries performed well in the market last year. Among themnon-ferrous metalsThe industry index in 2021 will rise by more than 40%.
funddata:
Inauguration of frequent resignation fund managers staged a “revolving lantern” in the beginning of the year
In terms of the type of change, the number of fund managers leaving the office continued to increase. Data show that as of February 14, a total of 35 fund managers have left since 2022, up from 30 in the same period in 2021 and 31 in the same period in 2020.Specifically, the 35 fund managers who have left are distributed in 31fund companyin, of whichICBC Credit Suisse FundandBosera FundAll three fund managers have left.
(Article Source:Eastern FortuneResearch center)
