Today’s index was weak throughout the day, with a net sale of 7.34 billion yuan from the north and 1.612 billion yuan from Kweichow Moutai Co.Ltd(600519) , ranking first in net sales. Among the top ten stocks with net inflow of main funds, there are 7 lithium concept stocks. Nearly 300 million institutions bought Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) and hot money bought a number of Eastern digital and Western computing concept stocks.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds sold a net 7.34 billion yuan throughout the day, including 4.242 billion yuan for Shanghai Stock connect and 3.098 billion yuan for Shenzhen Stock connect.
Today, the Shanghai and Shenzhen Stock connect made a substantial net sale, and most of the top ten transactions were net sales of individual stocks. Among them, Kweichow Moutai Co.Ltd(600519) was sold by foreign capital today with a net sales of 1.612 billion, ranking first in the net sales. Before the Spring Festival, the stock also encountered a net sale of foreign capital of more than 1 billion yuan. In addition, Ping An Insurance (Group) Company Of China Ltd(601318) , Industrial Bank Co.Ltd(601166) , China Merchants Bank Co.Ltd(600036) were sold by foreign capital.
In terms of buying, Wuxi Apptec Co.Ltd(603259) led the net buying today, and the stock has been net bought by foreign investors for four consecutive days.
II. Major single funds of individual stocks in the sector
From the performance of the sector, precious metals, oil and gas exploitation, lithium extraction from salt lakes, gas, computing power concept and other sectors led the rise, while cloud games, metauniverse, covid-19 detection, media and other sectors led the decline.
From the capital monitoring data of the main sector, the net inflow of the main capital of the non-ferrous metal sector ranks first today, and the inflow amount is large. In addition, there are obvious changes in nonferrous concept stocks such as Yunnan Aluminium Co.Ltd(000807) , Zhuzhou Smelter Group Co.Ltd(600961) at the end of today’s trading, or there are funds to rush to raise at the end of the trading.
In terms of capital outflow from the sector, the net outflow of main funds from the pharmaceutical sector ranks first, and the net outflow of main funds from the securities sector continues to rank first.
According to the monitoring data of main funds of individual stocks, there are 7 lithium concept stocks among the top 10 stocks with net inflow of main funds, of which Tibet Summit Resources Co.Ltd(600338) and Ganfeng Lithium Co.Ltd(002460) are the top two.
Among the top ten stocks of main capital outflow today, heavyweights are the main ones, Kweichow Moutai Co.Ltd(600519) the net outflow of main capital today ranks first.
III. futures index position
Both the long and short sides of the three major futures index main contracts increased their positions today, and the number of positions increased by both the long and short sides of if and IC main contracts was basically the same. The number of long positions in IH’s main contract is significantly greater than that of short positions.
IV. dragon and tiger list
1. Organization
Today, there are still few individual stocks participated in by longhubang institutions, mainly high-level stocks. The leading hot money stock Wuhu 37 Interactive Entertainment Network Technology Group Co.Ltd(002555) fell sharply for two consecutive days. When it fell sharply yesterday, the stock was sold by institutions for more than 100 million yuan, and when it fell again today, institutions bought nearly 100 million yuan. The decline of the stock in the past two days was caused by a news from the game industry, which was later confirmed to be false. This false news led to the sharp decline of the stock price. Sometimes it was the opportunity of the golden pit, and some institutions took advantage of this opportunity to make a bottom reading of the stock today. Today, two eastern digital and Western Digital concept stocks were on the list, of which Ronglian Group Ltd(002642) was bought by two institutions for nearly 40 million and Beijing Asiacom Information Technology Co.Ltd(301085) was sold by one institution for more than 20 million.
2. Hot money
Recently, the activity of front-line hot money has decreased. Among the five stocks on the list, three are concept stocks of East number and West calculation, of which Insigma Technology Co.Ltd(600797) has been bought by hot money of nearly 70 million.
