Technology stocks a and Hong Kong stocks fell across the board.
According to the statistics of securities times · databao, on January 27, the net outflow of the main funds of the two cities continued to be 34.046 billion yuan, and the transaction volume of the two cities continued to shrink, which has been less than trillion for five consecutive trading days. By market, the net outflow of Shanghai stock market was 9.473 billion yuan and that of Shenzhen stock market was 24.572 billion yuan. At the same time, the decline of Shanghai index was less than that of Shenzhen composite index, and the capital flow of Shanghai stock market was better than that of Shenzhen stock market.
On the whole, today, more than 4000 shares in the two markets fell, technology stocks suffered a heavy fall, and concepts such as digital currency, meta universe and artificial intelligence led the decline. Hong Kong technology stocks also fell collectively today, with the Hang Seng technology index down 3.81%. Internet technology stocks in the head fell significantly, BiliBili fell 9.93%, and Alibaba, meituan and Xiaomi group all fell more than 5%.
In terms of individual stocks, only 20 shares received a net inflow of more than 100 million yuan, while 74 shares received a net outflow of more than 100 million yuan. The main net capital inflow of Tianqi Lithium Corporation(002466) is the largest, with an increase of 586 million yuan. Other stocks with the highest net inflow include Jingke energy, Tongguan copper foil, Jiangsu Zhongtian Technology Co.Ltd(600522) .
Tianqi Lithium Corporation(002466) yesterday announced the performance forecast for 2021. The company is expected to realize a net profit attributable to the parent company of 1.8-2.4 billion yuan, turning losses into profits year-on-year, and a loss of 1.834 billion yuan in the same period of last year. The company said that the main reason is that the sales volume and average sales price of the company’s main lithium products in 2021 increased significantly compared with that in 2020 due to the improvement of the global prosperity of new energy vehicles, the accelerated capacity expansion of lithium-ion battery manufacturers, the pick-up of downstream cathode material orders and other positive factors. After the announcement, Tianqi Lithium Corporation(002466) opened higher in the morning, with a maximum rise of 6.81%. It fell slightly in the session and closed up 3.47%.
According to the statistics of data treasure, Sungrow Power Supply Co.Ltd(300274) was the most strongly sold by the main funds, totaling 1.023 billion yuan, and individual stocks fell 14.25% today. Other top net outflows were Sany Heavy Industry Co.Ltd(600031) , Gree Electric Appliances Inc.Of Zhuhai(000651) , Longi Green Energy Technology Co.Ltd(601012) , with net outflows of 681 million yuan, 507 million yuan and 455 million yuan respectively.
hedge funds poured into bank stocks
According to data treasure statistics, today, only banks received a net inflow of 443 million yuan of main funds, and other industries were net outflows. In the case of general decline in the two markets, funds poured into bank stocks as a safe haven asset. Among bank stocks, Bank of Lanzhou rose the limit today, Jiangsu Suzhou Rural Commercial Bank Co.Ltd(603323) , Bank Of Nanjing Co.Ltd(601009) , Qilu Bank Co.Ltd(601665) rose slightly. Computer, electronics and power equipment are the top three industries with net capital outflow. Today, hot sectors such as digital economy, carbon neutralization and metauniverse have retreated by a large margin, and concept stocks that rose significantly in the early stage have retreated one after another.
Shengang Securities Research Report believes that the previous interest rate cut provides a favorable environment for bank operation. On the one hand, the interest rate cut is conducive to reducing the debt burden of enterprises and improving their operation. On the other hand, under the environment of loose policies, the downward pressure on the economy is reduced, which is conducive to improving the business environment and loan willingness of enterprises, forming a virtuous circle.
the main funds flowed out of the non bank financial sector at the end of the day
From the trend of funds in the late trading, banks and beauty care industries received a small amount of net inflow of main funds in the late trading. Compared with the late trading, non bank financial stocks were among the top by the net outflow of main funds in the late trading, with a total net outflow of 513 million yuan.
Jingke energy, Tianqi Lithium Corporation(002466) and China Mobile were the main sources of capital, and the net inflow of capital at the end of the trading was among the top. Jingke energy was listed on the science and Innovation Board yesterday, up 111% on the same day and slightly down 3.6% today. The company was financed with a net purchase of 1.59 billion yuan yesterday, ranking first. According to the company’s prospectus, the production and marketing scale of photovoltaic modules ranks among the top in the world, and the module shipment volume has exceeded 70gw by the end of 2020, ranking first in the global photovoltaic module shipment volume for four consecutive years from 2016 to 2019.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
