Today's index is divided, with a net purchase of nearly 5 billion funds from the north and Contemporary Amperex Technology Co.Limited(300750) net purchase ranking first. The net outflow of main funds in the securities sector ranked first for five consecutive days. Institutions and hot money are involved in buying and selling a number of high-level stocks, of which Zhejiang Construction Investment Group Co.Ltd(002761) on the 10 day 9 board is fiercely contested by institutional hot money.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 4.838 billion yuan throughout the day, including 3.025 billion yuan for Shanghai Stock connect and 1.813 billion yuan for Shenzhen Stock connect.
Today, the Shanghai and Shenzhen Stock connect has a significant net inflow. Most of the top ten transactions have net purchases of individual stocks, but the net purchases are small. Among them, Contemporary Amperex Technology Co.Limited(300750) ranked first in net purchases, and financial stocks Ping An Insurance (Group) Company Of China Ltd(601318) , China stock market news and China Merchants Bank Co.Ltd(600036) all received more than 200 million foreign purchases.
In terms of sales, Hoshine Silicon Industry Co.Ltd(603260) net sales topped the list, which was less on the list before. Zijin Mining Group Company Limited(601899) ended its continuous net purchase and was sold by foreign capital today.
II. Major single funds of individual stocks in the sector
In terms of sector performance, data center, coal, steel, real estate development and other sectors led the rise, while precious metals, lithium extraction from salt lakes, automobile chips, glyphosate and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital in the pharmaceutical sector is the first today, the intraday changes in the real estate sector are rising, and the net inflow of the main capital is the second.
In terms of capital outflow from the sector, the chemical sector, which had led the net inflow for two consecutive days, led the net outflow today. It can be seen that the sustainability of the sector in the near future is still poor, and the main capital outflow from the securities sector ranks first for five consecutive days.
From the monitoring data of the main funds of stocks, the main capital flows into the top ten shares of Chinese medicine and Baijiu stocks. The main net capital of Andon Health Co.Ltd(002432) is the top, and the net capital inflow of Kweichow Moutai Co.Ltd(600519) is also in the front.
Among the top ten stocks of main capital outflow today, lithium battery stocks are in the majority, among which there is no lack of net inflow of main capital into the top stocks yesterday. China stock market news led the net outflow of main funds yesterday.
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's Dragon and tiger list institutions have less participation in individual stocks, mainly high-level stocks. Among them, Zhejiang Construction Investment Group Co.Ltd(002761) of the 10 day 9 board, the leader of infrastructure stocks, was bought by two institutions for more than 70 million. In addition, the hot money dragon and tiger list shows that the stock was sold for more than 50 million by the well-known hot money seat Everbright Securities Company Limited(601788) Jintian road today. Institutional hot money is still playing a fierce game against the stock at this high level, and it is still difficult to predict the future direction of the leader. In addition, covid-19 test leader Andon Health Co.Ltd(002432) was purchased by institutions for more than 60 million.
2. Hot money
Today, the activity of front-line hot money has increased, and it is also dominated by buying high-end stocks. The share price of infrastructure stock Poly Union Chemical Holding Group Co.Ltd(002037) fell sharply today, but the two front-line hot money seats joined hands to raise funds.
