The market rose slightly today, with a small net purchase of funds from the north, Byd Company Limited(002594) received a net purchase of foreign capital for three consecutive days. The chemical sector received a net inflow of main funds for two consecutive days. Institutions bought several lithium battery concept stocks, and three hot money rushed to raise digital currency concept stocks.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 1.72 billion yuan throughout the day, including 1.637 billion yuan in Shanghai Stock connect and 83.48 million yuan in Shenzhen Stock connect.
Today, the Shanghai and Shenzhen Stock connect ended its continuous net sales and showed a small net inflow. Most of the top ten transactions were net purchases of individual stocks, but the net purchases were small. Among them, Byd Company Limited(002594) led the net purchase. The stock has been net purchased by foreign capital for three consecutive days, Ganfeng Lithium Co.Ltd(002460) and China stock market news ranked second and third in net purchase, and Zijin Mining Group Company Limited(601899) continued to be net purchased by foreign capital.
In terms of sales, Eve Energy Co.Ltd(300014) net sales took the lead and Zhejiang Yongtai Technology Co .Ltd(002326) sales took the second place. The stock was less on the list before and has been sold by foreign investors in recent two days.
II. Major single funds of individual stocks in the sector
From the performance of the sector, precious metals, phosphorus chemical industry, environmental protection, lithium battery and other sectors led the increase, while tourism, education, data security, culture and media led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital of the chemical sector ranks first today, and the net inflow of the chemical sector ranks first for two consecutive days, which is relatively rare in the near future. In addition, the non-ferrous metal sector also ranks first for two consecutive days.
In terms of capital outflow from the sector, the net outflow of main funds from the pharmaceutical sector ranked first, and the net outflow of main funds from the securities sector ranked first for four consecutive days.
From the monitoring data of main funds of individual stocks, lithium stocks are the majority of the top ten stocks with net inflow of main funds, of which Tianqi Lithium Corporation(002466) and Ganfeng Lithium Co.Ltd(002460) are the top two in the net purchase of main funds.
Today, the main ten main stocks of liquor outflow are Baijiu and financial stocks. The main source of Hengbao Co.Ltd(002104) 's net outflow is the number of currency stocks.
III. futures index position
Both sides of the three major futures index contracts increased their positions significantly today, mainly because the futures index contract will expire in February and the main positions will be moved. Among them, the number of positions increased by IH and if main contracts is basically the same. The long position increase of IC main contract is significantly larger than the short position, and the long position increase of IC main contract has been dominant for many times in the near future.
IV. dragon and tiger list
1. Organization
Today, there are many lithium battery concept stocks on the institutional list of the dragon and tiger list. Among them, lithium mining stocks Tianqi Lithium Corporation(002466) and Sinomine Resource Group Co.Ltd(002738) have been greatly bought by the institution. This is the first time that lithium battery concept stocks have been listed on the dragon and tiger list in batches this year, and the institution may be replenishing its position in the lithium battery stock sector. In addition, the share price of digital currency concept stock Hengbao Co.Ltd(002104) was close to the limit today, but the two institutions bought nearly 200 million in total.
2. Hot money
Today, the activity of first-line hot money is general and the buying of individual stocks is relatively concentrated. Three first-line hot money seats jointly bought digital currency concept stocks Qitian Technology Group Co.Ltd(300061) . Although the digital currency sector surged up and fell today, institutional hot money still bought sharply, and the market of this sector may be hard to say the end. In addition, two front-line hot money seats jointly bought phosphorus chemical concept stocks Henan Qingshuiyuan Technology Co.Ltd(300437) .
