Today, the main funds poured into cyclical stocks, and the basic chemical sector received a net inflow of 668 million yuan
main funds favor mining leaders
According to the statistics of securities times · databao, on February 10, the net outflow of main funds in the two markets was 19.426 billion yuan, including a small amount of net outflow of 3.61 billion yuan in Shanghai and 15.816 billion yuan in Shenzhen. Today, the overall trend of Shanghai is better than that of Shenzhen.
Specifically, today, the two cities fell more or less, the catering and tourism sector broke out, Caissa Tosun Development Co.Ltd(000796) and other four stocks rose by the limit, the sector index rose by nearly 5%, and the duty-free stores and airports performed well. Cyclical stocks have shown strong performance recently, petrochemical industry has risen continuously, and coal, construction and real estate sectors have also risen. The carbon neutralization sector suffered today, and the photovoltaic, energy storage and lithium battery sectors all retreated to a certain extent.
According to data treasure statistics, 32 shares received a net inflow of more than 100 million yuan, while 66 shares received a net outflow of more than 100 million yuan. The main net capital inflow of the new stock Sanyuan biology was the largest, with a net inflow of 1.173 billion yuan. Other stocks with the highest net inflow were Andon Health Co.Ltd(002432) , Ping An Insurance (Group) Company Of China Ltd(601318) , Zijin Mining Group Company Limited(601899) .
This week, Zijin Mining Group Company Limited(601899) has received a net inflow of main funds for four consecutive days. Today, it received a net inflow of 476 million yuan, ranking the top. At the same time, northbound funds increased their positions by 42.7632 million shares this week, which was favored by the two major funds at the same time. Zijin Mining Group Company Limited(601899) previously released the performance forecast. It is estimated that the net profit attributable to the parent company in 2021 will be about 15.6 billion yuan, an increase of about 139.67% compared with the same period of last year. The output of the company's mineral gold, copper and zinc increased by no less than 10%. At the same time, the sales price of mineral copper, mineral zinc, mineral silver and iron concentrate increased year-on-year, and the company's profit increased.
Data treasure statistics show that Contemporary Amperex Technology Co.Limited(300750) was the most strongly sold by the main funds, totaling 1.398 billion yuan. Individual stocks fell 5.32% today. Other top net outflows were Longi Green Energy Technology Co.Ltd(601012) , Wuxi Apptec Co.Ltd(603259) , Beijing Cuiwei Tower Co.Ltd(603123) , with net outflows of 975 million yuan, 949 million yuan and 703 million yuan respectively
cyclical stocks rank among the top in net capital inflow
Data treasure statistics show that today's basic chemical industry, coal and building materials received a net inflow of more than 300 million yuan, all of which are cyclical sectors. The power equipment industry has fallen continuously since December 2021, and the sector index has fallen by 22.73%, and individual stocks in the new energy sector represented by Contemporary Amperex Technology Co.Limited(300750) have retreated to a certain extent.
Central China Securities Co.Ltd(601375) the research report believes that after a short-term sustained rebound, the Shanghai index is close to the 3500 point integer mark and the 3540 point area of the annual line again. Whether the stock index can continue to rebound in the future still depends on the leading hot spot and the strong cooperation of trading volume
the main funds flowed out of the pharmaceutical sector at the end of the day
From the trend of funds in the late trading, the power equipment industry received the return of main funds in the late trading, with a net inflow of 553 million yuan. The pharmaceutical, biological and household appliances stocks were ranked first by the net outflow of main funds in the late trading, with a net outflow of 324 million yuan and 122 million yuan respectively.
According to the statistics of databao, Ping An Insurance (Group) Company Of China Ltd(601318) , ternary biology and Sungrow Power Supply Co.Ltd(300274) were among the top in the net inflow of capital at the end of the day. Sanyuan biology was listed on the gem today. On the first day of listing, it opened up more than 30% and closed up 17.12%. The company is the leader of erythritol in the world. According to Sullivan research data, the output of erythritol of the company accounted for 54.90% of the total output of erythritol in China and 32.94% of the total output of the world in 2019.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
