Today’s index is divided, with a net sale of 3.52 billion yuan from the north and the net purchase of Contemporary Amperex Technology Co.Limited(300750) for two consecutive days ranking first. The net outflow of main funds in the securities sector ranked first for six consecutive days. The leader of infrastructure stocks Zhejiang Construction Investment Group Co.Ltd(002761) continued to be bought by institutions, and the willingness of hot money participation was significantly improved. Three stocks such as Hengbao Co.Ltd(002104) were jointly bought by two hot money seats.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds sold a net 3.52 billion yuan throughout the day, including 2.921 billion yuan for Shanghai Stock connect and 601 million yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect sold slightly, and the number of net purchases and net sales of individual stocks in the top ten transactions was basically the same. Among them, Contemporary Amperex Technology Co.Limited(300750) and China stock market news both fell by more than 3% today, dragging down the gem index today. However, these two heavyweights were bought by foreign capital against the trend by 551 million and 496 million respectively, ranking the top two net purchases today. Boe Technology Group Co.Ltd(000725) ranked third in net buying, which was less on the list before.
In terms of sales, Kweichow Moutai Co.Ltd(600519) was sold by nearly 700 million foreign investors today, ranking first, and Wuliangye Yibin Co.Ltd(000858) net sales ranked second.
II. Major single funds of individual stocks in the sector
In terms of sector performance, data center, assisted reproduction, cloud computing, education, network security and other sectors led the increase, while precious metals, phosphorus chemicals, airport shipping, banking, cement and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital of the coal sector ranks first today, but the net inflow of the top sectors is not large.
In terms of capital outflow from the sector, the net outflow of main funds from the securities sector continued to be the top, which has been the net outflow for 6 consecutive days, and the net outflow of main funds from the chemical sector has been the top for 2 consecutive days.
From the monitoring data of main funds of individual stocks, lithium battery stocks are the majority of the top ten stocks with net inflow of main funds, of which Sichuan Yahua Industrial Group Co.Ltd(002497) and Sinomine Resource Group Co.Ltd(002738) are the first and third respectively.
Among the top ten stocks of main capital outflow today, China stock market news and Contemporary Amperex Technology Co.Limited(300750) , the two heavyweights on the gem, ranked among the top two in net outflow. In addition, the net outflow of main capital of many high-level theme stocks such as Business-Intelligence Of Oriental Nations Corporation Ltd(300166) , Andon Health Co.Ltd(002432) , Shenzhen Kingdom Sci-Tech.Ltd(600446) also ranked among the top.
III. futures index position
Among the three major futures index contracts today, the number of positions increased by both sides of if main contract and the number of positions reduced by both sides of IC main contract are equal. IH’s main contract bulls reduced their positions slightly and bears increased their positions slightly.
IV. dragon and tiger list
1. Organization
Today, there are still few individual stocks participated in by longhubang institutions, mainly high-level stocks. Infrastructure stock leader Zhejiang Construction Investment Group Co.Ltd(002761) continued to be bought by institutions today. Eastern digital western concept stocks Guangdong Aofei Data Technology Co.Ltd(300738) rose by the limit today, but the two institutions sold more than 40 million.
2. Hot money
Recently, the willingness of front-line hot money to participate in the market has increased significantly, or it is related to the recent activity of theme stocks. Today, front-line hot money continues to participate in high-level stocks in recent active themes such as East West calculation, digital currency, infrastructure, covid-19 medicine and so on. Among them, Hengbao Co.Ltd(002104) , Shanxi C&Y Pharmaceutical Group Co.Ltd(300254) , Jinghua Pharmaceutical Group Co.Ltd(002349) were jointly bought by two hot money seats.
