The index rebounded today, with a net purchase of 1.422 billion yuan by northbound funds, Longi Green Energy Technology Co.Ltd(601012) led the net purchase, and Kweichow Moutai Co.Ltd(600519) continued to be sold by foreign capital. Among the top ten stocks with net inflow of main funds, lithium battery concept stocks are in the majority. Two track stocks were sold by institutions and bought with hot money.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds bought a net 1.422 billion yuan throughout the day, including 926 million yuan for Shanghai Stock connect and 496 million yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect made a small net inflow, and the number of net purchases and net sales of individual stocks in the top ten transactions was the same. Among them, Longi Green Energy Technology Co.Ltd(601012) and Byd Company Limited(002594) are among the top two net buyers.
In terms of net sales, Zhejiang Yongtai Technology Co .Ltd(002326) ranked first with a net sales of more than 600 million today, and the stock was less on the list before. Ping An Insurance (Group) Company Of China Ltd(601318) and Kweichow Moutai Co.Ltd(600519) continue to be net sold by foreign capital.
II. Major single funds of individual stocks in the sector
From the performance of the sector, photoresists, semiconductors and components, automotive chips and silicon energy led the rise, while precious metals, corn and oil and gas exploitation led the decline.
From the capital monitoring data of the main sector, the automobile and chemical sectors are among the top two in terms of net capital inflows, and the inflow amount is significantly higher than that of the top sectors in the previous period, which seems to have increased the admission of main funds.
In terms of capital outflow from the sector, the net outflow of main funds from the banking sector ranks first, and the net inflow of main funds from the nonferrous metals sector ranks first today.
From the monitoring data of main funds of individual stocks, lithium battery concept stocks are the majority of the top ten stocks with net inflow of main funds. The main funds have been net inflow to some lithium battery stocks for several consecutive days. In addition, two chip stocks Naura Technology Group Co.Ltd(002371) and Maxscend Microelectronics Company Limited(300782) also rank among the top in net inflow of main funds today.
Today, the top ten stocks of main capital outflow are mainly high-level stocks, among which the top three are East digital West computing concept stocks, digital currency concept stocks and infrastructure concept stocks. They are all the leading stocks in the theme sector with active market, and the collective outflow of main capital of theme stocks is rare.
III. futures index position
Today, both long and short sides of the three major futures index main contracts have significantly reduced their positions, and the number of positions reduced by both sides of if and IC main contracts is basically the same. The number of short positions in IH's main contracts is significantly greater than that of long positions.
IV. dragon and tiger list
1. Organization
Today, the trading volume of the two cities returned to above trillion, and the activity of longhubang institutions and hot money increased significantly. From the perspective of buying individual stocks, high-level theme stocks are in the majority, of which digital currency concept stocks Hengbao Co.Ltd(002104) and Eastern digital Western computing concept stocks Yimikang Tech.Group.Co.Ltd(300249) were bought for more than 100 million yuan. The majority of individual stocks sold were track stocks, with more than 200 million lithium battery concept stocks Sichuan Yahua Industrial Group Co.Ltd(002497) and more than 70 million chip concept stocks Naura Technology Group Co.Ltd(002371) . The hot money dragon and tiger list data show that the above two track stocks won the first-line hot money seats to buy 286 million and 56.12 million respectively. The strange phenomenon that track stocks were sold off by institutions and hot money was bought was relatively rare before.
2. Hot money
Today, the activity of front-line hot money has increased significantly, of which Dalian My Gym Education Technology Co.Ltd(002621) , Yimikang Tech.Group.Co.Ltd(300249) , Honz Pharmaceutical Co.Ltd(300086) three stocks were jointly bought by two front-line hot money seats.
