Track stocks began to rebound, and the main funds increased their positions in lithium and photovoltaic sectors
the two funds jointly layout the new energy leader
According to the statistics of securities times · databao, on February 17, the main funds of the two markets had a net outflow of 6.049 billion yuan , including a small amount of net outflow of 347 million yuan in Shanghai and 5.702 billion yuan in Shenzhen.
On the whole, today, the two cities fell more or less, track stocks rose again, lithium battery, photovoltaic, semiconductor and other sectors rose, and other chemical fertilizers, pesticides, precious metals, environmental protection and agriculture led the rise. Meta universe related concepts retreated greatly, virtual human, cultural media and other sectors fell slightly, and tourism and aviation sectors retreated to a certain extent.
In terms of individual stocks, 56 shares received a net inflow of main funds of more than 100 million yuan today, while 49 shares received a net outflow of more than 100 million yuan, and the market trading sentiment improved. Tianqi Lithium Corporation(002466) has the largest net inflow of main funds, with a substantial increase of 2.043 billion yuan. Other stocks with the highest net inflow include Ganfeng Lithium Co.Ltd(002460) , China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Yunnan Yuntianhua Co.Ltd(600096) , Sungrow Power Supply Co.Ltd(300274) .
As of yesterday, Sungrow Power Supply Co.Ltd(300274) has received a net inflow of main funds for three consecutive days. Today, the net inflow is 450 million yuan, ranking the top. The northbound funds have increased their positions by 4103800 shares this week. The company recently said on the investor interaction platform that it is true that its subsidiary sunshine new energy signed an investment of more than 10 billion energy storage project with Gao’an city. The investment is a series of Fengguang energy storage projects planned to be carried out during the 14th Five Year Plan period, which does not meet the information disclosure standards of GEM listed companies.
According to the statistics of data treasure, Hengbao Co.Ltd(002104) was sold by the main funds with a total of 868 million yuan. Today, Hengbao Co.Ltd(002104) walked out of the trend close to the “earth and heaven” board. After opening low this morning, it rose by 9%, and then dived rapidly. It briefly touched the limit before the closing, and finally fell by 9.14%. Other top net outflows include Wuliangye Yibin Co.Ltd(000858) , Power Construction Corporation Of China Ltd(Powerchina Ltd)(601669) , Aba Chemicals Corporation(300261)
track stocks regain the favor of main funds
Data treasure statistics show that today’s nonferrous metals and power equipment industries received a net inflow of main funds of 5.565 billion yuan and 4.631 billion yuan respectively. Among them, stocks related to emerging tracks such as lithium battery, energy storage and photovoltaic won the favor of main funds. Computers, architectural decoration and media have suffered a net outflow of more than 2 billion yuan.
Since the beginning of the year, lithium battery materials have continued to rise rapidly. According to the data released by Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) , the quotation of some lithium battery materials continued to rise today, and electrolytic cobalt increased by 1500 yuan / ton; The price of lithium oxide battery increased by 8500-8500 yuan / 10000 tons. Huaan Securities Co.Ltd(600909) the research report believes that the lithium battery sector, as a high growth track, has adjusted with the market style after the Spring Festival, mainly due to the capital behavior such as trading and style after the year, as well as the emotional impact such as carbon Dafeng plan, rather than fundamental changes. In the medium and long term, the lithium battery industry still maintains a high momentum
main funds flowed out of the computer sector at the end of the day
In terms of the trend of funds in the late trading, the A shares in the late trading were mainly net outflow, and the non-ferrous metal industry continued to obtain the main capital to increase its position, with a net inflow of 363 million yuan. The computer, architectural decoration, medicine and biology stocks were ranked first by the net outflow of main capital in the late trading, with a net outflow of 775 million yuan, 408 million yuan and 315 million yuan respectively.
China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) , Hunan Gold Corporation Limited(002155) , Tianqi Lithium Corporation(002466) were among the top in the net inflow of capital at the end of the trading. China Northern Rare Earth (Group) High-Tech Co.Ltd(600111) recently, it has risen continuously, with a cumulative rise of 29.34% after the Spring Festival. The rise of individual stock prices may be due to the impact of rising product prices. According to the data of business society, the prices of praseodymium and neodymium Series in China have risen across the board. Praseodymium oxide, praseodymium and neodymium oxide and neodymium oxide all rose by more than 7% in the past seven days, of which praseodymium oxide rose by 11.34%.
Statement: all information contents of databao do not constitute investment suggestions. The stock market is risky and investment should be cautious.
