Today, the year of the ox of A-Shares ended, with a substantial net sale of funds from the north of 12.466 billion, Kweichow Moutai Co.Ltd(600519) being sold by foreign capital for two consecutive days. The net outflow of main funds from the financial sector ranked first. Longhubang institutions copied the bottom of many stocks, played games with many wind power stocks, and hot money bought many digital economy concept stocks.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds sold a net 12.466 billion yuan throughout the day, including 8.321 billion yuan for Shanghai Stock connect and 4.145 billion yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect continued to sell substantially net today. Among the top ten stocks traded in Shanghai and Shenzhen Stock connect, most of them were net sold. Among them, Kweichow Moutai Co.Ltd(600519) led the net sales today, and was greatly net sold by foreign investors for two consecutive days. The decline in the late trading of Kweichow Moutai Co.Ltd(600519) also led to the diving and turning green of the Shanghai index in the late trading. In addition, new energy concept stocks Byd Company Limited(002594) , Contemporary Amperex Technology Co.Limited(300750) were sold by foreign investors today.
In terms of buying, Sungrow Power Supply Co.Ltd(300274) which was bought by foreign capital against the trend yesterday continues to be bought by foreign capital today.
II. Major single funds of individual stocks in the sector
From the sector performance, tourism, education, pork, three tire and other sectors are among the top gainers, and coal, small metals, COVID-19 treatment and Baijiu are among the top ones.
From the capital monitoring data of the main sectors, today, only the main funds of the telecom operation sector have a small net inflow, and all the main funds of the other sectors have a net outflow. The enthusiasm of the main funds for bottom reading of each sector is still not high.
In terms of capital outflow from the financial sector, the net outflow of main funds from the financial sector ranks first, and the net outflow of main funds from the securities sector ranks first for two consecutive days.
From the monitoring data of the main funds of individual stocks, the net inflow of the main funds into the top ten stocks is more in the wind power sector, and the wind power sector is also the leading sector in the rebound of the track sector today.
Today, the sectors of the top ten stocks of main capital outflow are relatively messy, among which Baima stocks, such as Byd Company Limited(002594) , Longi Green Energy Technology Co.Ltd(601012) , which fell sharply in the session, led the main capital outflow today.
III. futures index position
Today, the long and short positions of the three major futures index main contracts are mainly increased, among which the long positions of IH main contracts are slightly increased and the short positions are reduced. If the number of long positions in the main contract is greater than that of short positions. The number of short positions in IC main contracts is greater than that of long positions. On the whole, the main contracts of IH and if are slightly dominated by bulls today.
IV. dragon and tiger list
1. Organization
Today, the institutional buying actions in the institutional list of the dragon and tiger list began to become more, and several stocks were bought by institutions. In addition, many wind power stocks were listed today. Today, the bottom recovery of the wind power sector ushered in a rebound. However, institutions have great differences on individual wind power stocks, and the game is fierce. Among them, the difference between the purchase and sale amount of Dajin Heavy Industry Co.Ltd(002487) institutions is less than 2 million, and the sales and purchase amount of Titan Wind Energy (Suzhou) Co.Ltd(002531) institutions exceed 100 million yuan. This shows that institutions have great differences on the sustainability of the rebound of wind power stocks. In addition to wind power stocks, three child concept stocks Kidswant Children Products Co.Ltd(301078) were bought by four institutions today, exceeding 60 million.
2. Hot money
Today, the activity of front-line hot money is still not high, and the four stocks purchased are digital economy concept stocks. It can be seen that the current focus of hot money is still on theme stocks such as digital economy.
