Today’s index was adjusted. Northbound funds sold a net 731 million yuan, Sungrow Power Supply Co.Ltd(300274) net purchases took the lead, Wuliangye Yibin Co.Ltd(000858) net sales took the lead. The cyclical sector continued to receive a net inflow of main funds. Five auto parts concept stocks were sold by institutions for more than 100 million yuan, and hot money scrambled to raise Zhejiang Construction Investment Group Co.Ltd(002761) .
I. top 10 transactions of Shanghai Shenzhen Stock connect
Northbound funds sold a net 731 million yuan throughout the day, of which the Shanghai Stock connect bought a net 800 million yuan and the Shenzhen Stock connect sold a net 1.531 billion yuan.
Today, Shanghai and Shenzhen Stock connect sold slightly net, but most of the top ten transactions were net purchases of individual stocks, of which Sungrow Power Supply Co.Ltd(300274) today’s net purchase ranked first, the stock continued to be net purchases by foreign capital, and China State Construction Engineering Corporation Limited(601668) net purchase ranked second, which was less on the list before.
In terms of net sales, Wuliangye Yibin Co.Ltd(000858) and Kweichow Moutai Co.Ltd(600519) net sales ranked the top two respectively. In addition, China stock market news was sold by foreign investors for five consecutive days.
II. Major single funds of individual stocks in the sector
In terms of sector performance, China Russia trade concept, oil and gas exploitation, port, coal, tourism and other sectors led the increase, while hjt battery, semiconductor, military industry, East digital West computing and other sectors led the decline.
From the capital monitoring data of the main sector, the cycle sector ranks first in the net inflow, and the shipping sector ranks first in the net inflow of the main capital.
In terms of capital outflow from the auto sector, the net outflow of main funds from the auto sector took the lead, and many stocks in the auto parts sector fell sharply today, resulting in a significant outflow of main funds from the auto sector.
From the monitoring data of main funds of individual stocks, there are more cyclical stocks among the top ten stocks with net inflow of main funds, Zijin Mining Group Company Limited(601899) today, the net inflow of main funds ranks first.
Among the top ten stocks of main capital outflow today, lithium battery stocks and white horse stocks are more, Wuliangye Yibin Co.Ltd(000858) for two consecutive days, the net outflow of main capital ranks first.
III. futures position
The long and short sides of the three major futures index contracts today mainly increased their positions slightly, among which the short positions of IH main contract were larger than the long positions, the long positions of if main contract were the same, the long positions of IC main contract were increased slightly, and the short positions were reduced slightly.
IV. dragon and tiger list
1, organization
Today, the institutional activity of the Dragon Tiger list has improved, and most of the stocks on the list are net sales. Most of the stocks listed on the list are auto parts concept stocks, Jiangsu Changshu Automotive Trim Group Co.Ltd(603035) , Wencan Group Co.Ltd(603348) , Ningbo Tuopu Group Co.Ltd(601689) , Anhui Zhongding Sealing Parts Co.Ltd(000887) , Sailun Group Co.Ltd(601058) are sold by institutions for more than 100 million yuan. It is rare for five stocks in one sector to be sold by institutions at the same time. Similar situations have occurred in cro sector before, At that time, after a number of stocks in the cro sector were sold by institutions, the stock prices of relevant stocks still experienced a period of decline before stabilizing. According to the analysis of insiders, from February, the impact of a new round of cell shortage and battery price rise on the sales of new energy vehicles has not been fully demonstrated. This may be the reason for the sharp decline of auto parts concept stocks related to new energy vehicles today. In addition, from a technical point of view, the auto parts concept stocks sold by institutions today have a sharp downward trend. In the short term, these auto parts concept stocks may still have downward risks.
2. Hot money
Today, the activity of front-line hot money is general, in which Yuehai feed bought by institutions also bought more than 20 million hot money seats. In addition, Zhejiang Construction Investment Group Co.Ltd(002761) today, the leader of infrastructure stocks, set a new high in the daily limit, and a hot money seat bought more than 30 million.
