The index fell sharply today, with a net sale of 3.358 billion yuan of northbound funds, Kweichow Moutai Co.Ltd(600519) was sold sharply for four consecutive days, and Sungrow Power Supply Co.Ltd(300274) was bought for ten consecutive days. Today, only the oil sector was net bought by the main funds, and many cyclical stocks were net bought by the main funds. The dragon and tiger list institutions are mainly net sellers, and the activity of hot money has decreased.
I. top 10 transactions of Shanghai and Shenzhen Stock connect
Northbound funds sold a net 3.358 billion yuan throughout the day, including 2.356 billion yuan for Shanghai Stock connect and 1.002 billion yuan for Shenzhen Stock connect.
Today, Shanghai and Shenzhen Stock connect sold a small net, and most of the top ten transactions sold individual stocks. Among them, Ping An Insurance (Group) Company Of China Ltd(601318) and Kweichow Moutai Co.Ltd(600519) are among the top two in net sales, both of which have been sold by nearly 1 billion, and Kweichow Moutai Co.Ltd(600519) has been sold by foreign capital for four consecutive trading days.
In terms of net purchase, Zijin Mining Group Company Limited(601899) took the lead in net purchase today and Sungrow Power Supply Co.Ltd(300274) took the second place. The stock has been net purchased by foreign investors for 10 consecutive trading days.
II. Major single funds of individual stocks in the sector
From the performance of the sector, oil and gas exploitation, precious metals, gas, military industry and other sectors led the rise, while digital currency, smart government, education, cloud games and other sectors led the decline.
From the capital monitoring data of the main sector, today, only the main capital of the oil sector has a net inflow, and all the main capital of the other sectors has a net outflow.
In terms of capital outflow from the sector, the net outflow of main funds from the chemical sector ranks first, and the net outflow of main funds from the pharmaceutical and securities sectors ranks first.
From the monitoring data of main funds of individual stocks, most of the top ten stocks are cyclical stocks, but the net inflow amount is small, Aluminum Corporation Of China Limited(601600) the net inflow of main funds ranks first.
Today, the main ten capital stocks are relatively mixed, with two main Baijiu shares Kweichow Moutai Co.Ltd(600519) and Wuliangye Yibin Co.Ltd(000858) outgoing the top two.
III. futures index position
Today, both long and short sides of the three major futures index main contracts have significantly increased their positions, and the number of positions increased by both sides of IH and if main contracts is basically the same. The number of long positions in IC main contract is obviously more than short positions.
IV. dragon and tiger list
1. Organization
Today’s Dragon and tiger list institutions are mainly net sellers, and the listed stocks (net purchases or net sales of more than 10 million) are net sellers, indicating that institutions are bearish on the market in the short term after today’s sharp decline in the index. Among them, the two stocks with a net sales amount of more than 100 million yuan are institutional stocks. In addition, the East number and West calculation Nanjing Canatal Data-Centre Environmental Tech Co.Ltd(603912) and gold concept stocks Hunan Gold Corporation Limited(002155) that continued to rise today were also sold by institutions.
2. Hot money
Today, the activity of first-line hot money decreased, and the sectors to which individual stocks belong are relatively messy. Among them, digital currency concept stocks Hengbao Co.Ltd(002104) continued to fall sharply today, but a hot money seat bought more than 40 million.
